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2024-03-31-accounts

St Francis Dogs Home

Annual Report and Financial Statements Year Ended 31 March 2024 Charity registration number: 1185816

St Francis Dogs Home

Contents (continued)

Trustees' Report 1 to 6
Reference and Administrative Details 1
Statement of Trustees' Responsibilities 7
Independent Examiner's Report 8
Statement of Financial Activities 9
Balance Sheet 10
Notes to the Financial Statements 11 to 20

St Francis Dogs Home

Trustees' Report

Reference and Administrative Details

Charity Registration Number 1185816 Principal Office Trevelgue Road Porth Newquay TR7 3LY Trustees Anthony Kinder ACA (Chair) Miles Ashworth Lucy Thomas Beverly Dobson (resigned 30 April 2024) Kirsty Balcombe (on leave of absence) Alison Beck (appointed 29 April 2024) Andy Peters (appointed 25 January 2025) Solicitors Stephens Scown Osprey House Malpas Road Truro Cornwall TR1 1RS Bankers Lloyds Bank Plc 6 Chester Road Chesterton Place Newquay Cornwall TR7 2RU Independent Examiner Francis Clark LLP Lowin House Tregolls Rd Truro TR1 2NA

Page 1

St Francls Dogs Home Trustees. Report (continued) ' Chalrfs R•port Th[8 year has been another >wr'of pn)gress on our stsategy to d8lr¥ery both Imrnedlats and fol1¢Y￿r￿a key components. provlded by St Frands a8 rwlred to. inmylHle l for relinquished dogs. Slnce belng launelwd In November 2022 thh ¥fyice ha&"coftlIn￿d to e¥￿nd. thr4en by demand from ffier8 but Sf thls b Mt p0￿ble. we 23 foster carw5 take in and car8 for our dogs unlll th c¥n be rehomed pernw￿. The Iwve suc£essfully rehomed 92 the past ar Ylth the numbers wlrKJ earh moryth. UpJateiar8 FXted ￿ our so￿1 • Udlishg our currwrt to OX￿ arKI ￿re ￿ can for ty. To athlffi thly. have an ambluous plari to deTh￿ al except the tralniry hatt and replace w5th a block of 10 kenno15 wlth runs., 2 ken[￿ and an adminlstratk)n bulldry Indudlng rrfeptlon area. offlces. ed￿all0Th ￿ 8taff. facilM8s. Thi8 pkn re(￿d plannlThJ pembston from Corn￿11 Council In 2tr23. and opwoval In September 2024 sub￿& to ndltlons 7hthith have now al',beon salJsfd. A tender the has been ¢omWod and a maln contractor Is due to be appolnted strth., Frnn and 8dJacent to ￿Jr 8tt8' Th18 enobkn.Edhkn Vets lo provth voterlnary care for our fosier support ot the local communlty frLwn tstommunlty ovar the past >P8r been fant8811c. Wg n(w have a team of 14 dad￿a￿ ￿Th￿ntee P1) vAth admlnEstratlon, home c￿￿, fundraFslw. srte malnlenanco. looknw aftor our ar#1 olhgrjobs. A fimdrablw team has been sat In Morrfsons Supem)orkrt dog ￿led by Grnat Ylestem Hotsl and 8 8vent at local pony stsble8 to name l)ut a I￿. I wjld. ￿kO to tha￿ al Our Volunteers arKI foster carers for thelr hard and gupp￿ over the past ￿r. Wittwt.lJts.wpwl ￿ ThYJukl not to abl8 to Pr￿ the care twr l Y)uld 8kn Ilke to thank tho Boanl of Trusteas whri are res￿￿￿8 for ￿ strategy and who hava Tworked ha￿ agaln thls w IA) dther tho.wDgress this swr. 1 om c¥)nfidant that wlth IhB 8trategy, omnt Board':of Tnth and contknued IcKal supwxt ￿ cBn provldo end grow w forstray. abgrthned and uTrantsd dogs In Cornll. Ankny Klndor ACA Chalr of the Board of Trustees

St Francis Dogs Home

Trustees' Report (continued)

Structure, governance and management

Nature of governing document

The Charity operates as Charitable Incorporated Organisation (CIO) in accordance with our constitution and our charitable objectives. The overall responsibility for the Charity and decision making is undertaken by the Board of Trustees. The Trustees have kept, and will continue to keep, the structure under review, as required by good practice and Charity Commission guidance.

The old Charity, St Francis Home for Animals, is now dormant and St Francis Dogs Home took over the assets and all other aspects of work from April 2021.

Recruitment and appointment of trustees

Trustees are recruited through a mixture of networking and advertising. All potential new Trustees are asked to submit a CV and other details. They are interviewed by the board who assess their suitability against a role description and any skills identified as needed on the board. We are actively looking for additional trustees who can help us with our ambitious and exciting plans.

Induction and training of trustees

All Trustees are given the Charity Commission’s comprehensive document called ‘The Essential Trustee’. We impress on them to read this fully before they decide to take on the role. We discuss the role of Trustee at length. Our Trustees all subscribe to our Code of Conduct for Trustees. During the year Trustees have learned about other aspects of Trusteeship and the Charity Commission’s requirements and guidance.

Arrangements for setting key management personnel remuneration

Key management personnel currently comprise the Trustees. No Trustee is paid remuneration. Staff and contract salaries are set in relation to market salaries in the area and affordability after discussion and by decision of the Board of Trustees.

Trustees have engaged the services of a veterinary nurse, professional dog behaviourist and a professional dog trainer who provide our fostering service on a contract basis.

Page 3

St Francis Dogs Home

Trustees' Report (continued)

Organisational structure

The Charity has a centre at Porth, Newquay. Most of the buildings on that site are beyond economic repair and offer poor welfare to the dogs we exist to care for. We therefore decided, in early 2020, to close the site temporarily.

We are part-way through a project that will see these buildings demolished and replaced by modern buildings, with kennels offering high standards of dog welfare, supported by ancillary buildings. Our plan was submitted to Cornwall Council and approved in December 2023. This plan involves demolishing all existing buildings except the training hall and replacing with a new block of 10 kennels with runs, 2 isolation kennels and an administration building including reception area, offices and staff facilities.

Over the course of this year our dog fostering service has continued to give immediate help for relinquished dogs. Our dog fostering is underpinned by behaviourist support, veterinary assistance and other resources provided by the Charity to develop the dogs to become pets that can enjoy and be enjoyed in domestic homes. We will focus on professional behavioural support for dogs and owners and, in cases where it is appropriate, will give support to owners who wish to retain their dogs rather than relinquish them. We have recruited 23 foster carers who take in and care for our dogs until they can be rehomed permanently. The foster team have successfully rehomed 92 dogs in the past year with the numbers growing each month.

The Trustees outsource our payroll and bookkeeping to independent local businesses. Trustees also engage specialist advice, where needed, in line with Charity Commission guidance.

Major risks and management of those risks

The Trustees have assessed the major risks to which the Charity is exposed and are satisfied that systems are in place to manage these risks. Any risks faced are discussed at Trustees’ meetings. When it is considered necessary, professional advice is taken to assess and manage such risks as may require specialist attention and advice.

Page 4

St Francis Dogs Home

Trustees' Report (continued)

Objectives and activities

Objects and aims

The object of the Charity is to provide shelter and care for stray, abandoned and other unwanted dogs; to return them to their owners where possible; to care for and rehabilitate the others before finding them suitable, and loving new permanent homes. In addition to seek to instil responsible dog ownership among the community through the example of good animal welfare practice and education. The Charity’s aim is to ensure that they have appropriate care, to rehabilitate them and then to place them in suitable new homes where they will be wanted, loved and cared for again.

We have made a point of keeping in contact with our supporters, both through our vibrant and busy Facebook page, and through updates on our website. We have also continued to help dog owners who needed our advice about their dogs and their care and welfare.

Public benefit

When making relevant decisions, particularly on developments to the Charity’s activities, the Trustees have taken account of the requirements for charities on public benefit.The trustees confirm that they have complied with the requirements of section 17 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission for England and Wales.

Financial review

At the end of this period unrestricted reserves stood at £1,280,127 (2023: £1,268,173) which is considered an adequate level to cover running costs for the foreseeable future and is similar to the previous year. The reserves include an investment portfolio valued at £729,232 (2023: £787,478) which is held to produce income and aid in future development. The investment portfolio made unrealised losses of £35,562 (2023: £149,150) and realised losses on disposals of £4,362 (2023: £3,206) during the year reflecting the low/medium risk investment mandate with the objective of producing an income. The unrealised loss reflects the fall in the value of high yield assets as interest rates increased.

The overall surplus for the year was £11,954 (2023: deficit £177,845). This is comprised of operating expenses totalling £114,669 and investment losses of £39,923 partially offset by income generated from the investment portfolio dividends, legacies, and donations of £166,546.

Policy on reserves

The Trustees consider it is prudent to hold the Charity’s reserves against its running costs and consider that it would be reckless to deliberately deplete resources to less than one year’s trading funds. This policy also recognises that a percentage of these reserves must be held available for maintenance and renewal of fixed assets. This policy is reviewed annually by the Board of Trustees.

The Reserves Policy takes into full account the amount and nature of the income required to fulfil the Charity’s objectives. The income from rehoming, fundraising and investments cover substantially less then the costs of running the Charity, some money does come from legacies but by their nature the amount is variable. The income is affected by a number of factors including economic factors and donations, rehoming and investment returns can suffer.

The Trustees also ensure the Charity maintains some readily accessible cash reserves to cover the running costs of the Charity. These reserves are monitored at Trustee Board meetings.

Page 5

st Francls Dogs Hom• Trustees, Report (continued) . produdng a monthty Income. The iuth arn Iwd as an addi1￿ reser￿ by the Charfty and are Tho ann￿1 report was opwoved by th8 TNstO0s offy (•rfty on ............ ..... .. ned on ttrdr bghoy by Clwtr of tho olTNtee#

St Francls Dogs Home Statement of Trustees, Responsibilities Tho truste88 are responslble for PTeparfng the Irust68s' report and the Ilnanclal 8tatem8nts In accorrlance with the Unlted K]ngdom Accounting Sland8ry15 (Un5ted Klngdom Gener￿Y A¢fed Ac(x>unting Pracllce) and applicable law and regulatknns. Thg law appIl￿blo to charibes requlres the twslpes tp proPV8 llnandal stat8ments ft)r each Ilnanclal r whlch glve 8 tru8 and falr vl8w of the stal? ol affalrs of the ¢harlty and of the InMmln9 Tpsourc and appll¢akn of re%wrces of the charlty for thlt ￿riOd: Irf preparfng these financial siatsments, th8 trusts98 are requlred to: 89190 8ultabl8 gccountlThJ pollcles •nd thgn them consistenty. o>rve the mgthods and prin¢lples In the rllles SORP; make Judgements and eslimal8s that are reasonabl8 an(1 prudent., State whother appllcable aGryJunting standards hovè ba8n.fpHmd, 8ubJect to any mat8￿1 dep8rtures disclosed and explained In the Iln4Wal Stat￿Onts, and prepgre ts flnanclal slatem8nts on the goln that the ¢harlty wlll ￿ntinue in buslness. ccffi¢em bash unless,It Is Inapprowlats to presume The tru•te88 are responslble for keeplng propgp a￿uhIlng re￿Id8 that dlsdose vAlh f8asonable aGGuraw at any tlme tho flnancial positton of the charlty and en*18 them to ensure that the IlnanGtal staternents ry)mply wlth the Chariknes Act 2011., the Ch3rfU8s (Atxounts and Reports) Regulthn8 2008. and the provL8lons of the conslStutkM. Trl truotgè8 are also responslble for 8afeguardlng the assets of the charlty and hence for taklng reasonabte steps for the preven￿on and detedkn of fraud ar¢ other Irregularlt18S. Tho trusteps arn responslbl8 for the malntériance and Integrlty. of the Corporate 8nd Ilnandal Infom)atlon I￿luded on the charitable company$ webs￿P..LegislaI10n governlThJ Ihe preparatlon and d5ssom1nath￿ of finandal statements rnay dlffer from leql$blon In otherlurlsdlctlonj. Approved by Ihe trustee8 of the charfty on . and slgned on Its beha5f by. Anthony lfjnder (Ciialr) Trustee FiagB 7

St Francis Dogs Home

Independent Examiner's Report to the trustees of St Francis Dogs Home

I report to the charity trustees on my examination of the accounts of the charity for the period ended 31 March 2024 which are set out on pages 9 to 20.

Responsibilities and basis of report

As the charity trustees of St Francis Dogs Home you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the St Francis Dogs Home's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of St Francis Dogs Home as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view' which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

...................................... Darren Perry BA (Hons) ACA DChA Francis Clark LLP

Lowin House Tregolls Rd Truro TR1 2NA

Date:............................. 30 January 2025

Page 8

St Francis Dogs Home

Statement of Financial Activities

Year Ended 31 March 2024

(Including Income and Expenditure Account and Statement of Total Recognised Gains and Losses)

Note
Income and Endowments from:
Donations and legacies
2
Charitable activities
3
Other trading activities
4
Investment income
5
Other income
6
Total income
Expenditure on:
Raising funds
7
Charitable activities
8
Total expenditure
Gains/losses on investment assets
13
Net income/(expenditure)
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
17
Unrestricted
funds
£
81,238
15,701
1,616
58,905
9,086
166,546
(4,871)
(109,798)
(114,669)
(39,923)
11,954
11,954
1,268,173
1,280,127
Total
2024
£
81,238
15,701
1,616
58,905
9,086
166,546
(4,871)
(109,798)
(114,669)
(39,923)
11,954
11,954
1,268,173
1,280,127
Total
2023
£
7,893
-
338
44,273
3,169
55,673
(4,240)
(76,922)
(81,162)
(152,356)
(177,845)
(177,845)
1,446,018
1,268,173

All of the charity's activities derive from continuing operations during the above two periods. The funds breakdown for 2023 is shown in note 17.

The notes on pages 11 to 20 form an integral part of these financial statements. Page 9

St Francls Dogs Home Balancè Sheet 31 March 2024 tangfole as8•ts Tanglblo a880ts 11 12 13 1.635 64.340 62,114 Curr•nt w••ts Debtorj Ca8h at bank and kn tw 14 15 6,811 498,856 50S,867 11,013 430.701 Cr•dllorn: knunl• falung du• on• y•tr '. Not curr•nt a•••t• 16,886 414,720 Fund• ol th• ¢1. UnrMtrl¢t•d Incom• fvnd• T•)tal fvn clal statemen18 on poge8 9 tr• 21 awmvod by the tr￿te￿, and authorfead for118ua on •rKI ned on th•lr by. Anlhony Kind•r ACA (Ctri*) Pago 10

St Francis Dogs Home

Notes to the Financial Statements

Year Ended 31 March 2024

1 Accounting policies

Statement of compliance

The financial statements have been prepared in accordance with the second edition of the Charities Statement of Recommended Practice issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011.

Basis of preparation

St Francis Dogs Home meets the definition of a public benefit entity under FRS 102. The accounts (financial statements) have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant notes to these accounts.

Going concern

The trustees consider that there are no material uncertainties about the Charity's ability to continue as a going concern nor any significant areas of uncertainty that affect the carrying value of assets held by the charity.

Income and endowments

Voluntary income including donations, gifts, legacies and grants that provide core funding or are of a general nature is recognised when the charity has entitlement to the income, it is probable that the income will be received and the amount can be measured with sufficient reliability.

Donations and legacies

Donations and legacies are recognised on a receivable basis when receipt is probable and the amount can be reliably measured.

Deferred income

Deferred income represents amounts received for future periods and is released to incoming resources in the period for which, it has been received. Such income is only deferred when:

The value of services provided by volunteers has not been included.

Investment income

Income from investments is recognised in the year in which it is receivable.

Page 11

St Francis Dogs Home

Notes to the Financial Statements

Year Ended 31 March 2024 (continued)

Expenditure

All expenditure is recognised once there is a legal or constructive obligation to that expenditure, it is probable settlement is required and the amount can be measured reliably. All costs are allocated to the applicable expenditure heading that aggregate similar costs to that category. Expenditure includes any VAT which cannot be fully recovered, and is reported as part of the expenditure to which it relates.

Raising funds

These are costs incurred in attracting voluntary income, the management of investments and those incurred in trading activities that raise funds.

Charitable activities

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Taxation

The charity is considered to pass the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes. Accordingly, the charity is potentially exempt from taxation in respect of income or capital gains received within categories covered by Chapter 3 Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively to charitable purposes.

Intangible assets

Intangible assets are stated in the Balance Sheet at cost less accumulated amortisation and impairment. They are amortised on a straight line basis over their estimated useful lives.

Tangible fixed assets

Individual fixed assets costing £200 or more are initially recorded at cost, less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

Amortisation

Amortisation is provided on intangible fixed assets so as to write off the cost, less any estimated residual value, over their expected useful economic life as follows:

Asset class Website costs

Amortisation method and rate 10% straight line basis

Page 12

St Francis Dogs Home

Notes to the Financial Statements

Year Ended 31 March 2024 (continued)

Depreciation

Depreciation is provided on tangible fixed assets, other than land and properties under construction, so as to write off the cost, less any estimated residual value, over their expected useful economic life as follows:

Asset class Depreciation method and rate Land and buildings 10% straight line basis Furniture and equipment 10% straight line basis Computer equipment 33% straight line basis

Fixed asset investments

Fixed asset investments, other than programme related investments, are included at market value at the balance sheet date. Realised gains and losses on investments are calculated as the difference between sales proceeds and their market value at the start of the year, or their subsequent cost, and are charged or credited to the Statement of Financial Activities in the period of disposal.

Unrealised gains and losses represent the movement in market values during the year and are credited or charged to the Statement of Financial Activities based on the market value at the year end.

Fund structure

Unrestricted income funds are general funds that are available for use at the trustees discretion in furtherance of the objectives of the charity.

2 Income from donations and legacies

Donations and legacies;
Donations from individuals
Legacies
Donations from corporations
Unrestricted
funds
£
9,879
71,359
-
81,238
Total
2024
£
9,879
71,359
-
81,238
Total
2023
£
4,538
3,000
355
7,893

Page 13

St Francis Dogs Home

Notes to the Financial Statements

Year Ended 31 March 2024 (continued)

3
Income from charitable activities
Rehoming fees
Total for 2024
Total for 2023
4
Income from other trading activities
Trading income;
Other trading income
Total for 2024
Total for 2023
5
Investment income
Interest receivable and similar income;
Interest receivable on bank deposits
Other income from fixed asset investments
6
Other income
Tariff Income
Rental income
Unrestricted
funds
£
155
58,750
58,905
Unrestricted
funds
£
573
8,513
9,086
Unrestricted
funds
£
15,701
15,701
-
Unrestricted
funds
£
1,616
1,616
338
Total
2024
£
155
58,750
58,905
Total
2024
£
573
8,513
9,086
Total
funds
£
15,701
15,701
-
Total
funds
£
1,616
1,616
338
Total
2023
£
112
44,161
44,273
Total
2023
£
2,399
770
3,169

Page 14

St Francis Dogs Home

Notes to the Financial Statements

Year Ended 31 March 2024 (continued)

7 Expenditure on raising funds

a) Investment management costs

Portfolio management costs
8
Expenditure on charitable activities
Sundry
Printing, postage and stationary
Profit/loss on disposal of fixed assets
Veterinary fees and ancilliary costs
Rehoming fees
Travel
Repairs and maintenance
Donation
Insurance
Communication and advertising
Power, light and heating
Rates
Independent examiner fees
Consultancy fees
Legal and professional
Staff recruitment & HR costs
IT software
Telephone and internet
Depreciation
Amortisation
Unrestricted
funds
£
4,871
4,871
Activity
undertaken
directly
£
779
314
12,096
13,965
46,560
-
3,975
-
2,553
2,575
1,760
3,821
2,500
1,870
6,765
261
1,660
760
7,351
233
109,798
Total
2024
£
4,871
4,871
Total
2024
£
779
314
12,096
13,965
46,560
-
3,975
-
2,553
2,575
1,760
3,821
2,500
1,870
6,765
261
1,660
760
7,351
233
109,798
Total
2023
£
4,240
4,240
Total
2023
£
772
-
-
4,447
9,097
1,064
4,797
2,000
2,547
15,347
345
3,548
4,325
14,086
3,568
235
1,816
905
7,790
233
76,922

£109,798 (2023: £76,922) of the above expenditure was attributable to unrestricted funds and £Nil (2023: £nil) to restricted funds.

Page 15

St Francis Dogs Home

Notes to the Financial Statements

Year Ended 31 March 2024 (continued)

9 Net incoming/outgoing resources

Net incoming/(outgoing) resources for the year include:

Profit/(loss) on disposal of investments
Independent examiner's fee
Depreciation of fixed assets
Amortisation of intangibles
Profit/(loss) on disposal of fixed assets
2024
£
(4,362)
2,875
7,351
233
(12,096)
2023
£
3,206
3,275
7,789
233
-

10 Trustees remuneration and expenses

During the year the charity made the following transactions with trustees:

Beverly Dobson (resigned 30 April 2024)

£1,186 (2023: £506) of expenses were reimbursed to Beverly Dobson (resigned 30 April 2024) during the year. No amounts were outstanding at the year end.

Miles Ashworth

£Nil (2023: £303) of expenses were reimbursed to Miles Ashworth during the year. No amounts were outstanding at the year end.

Donations made by the trustees without any conditions attached totalled £650 for the year (2023 - £Nil).

11 Intangible fixed assets

Cost
At 1 April 2023
Disposals
At 31 March 2024
Amortisation
At 1 April 2023
Charge for the year
Eliminated on disposals
At 31 March 2024
Net book value
At 31 March 2024
At 31 March 2023
Other
intangible
asset
£
2,334
(2,334)
-
699
233
(932)
-
-
1,635
Total
£
2,334
(2,334)
-
699
233
(932)
-
-
1,635

Page 16

St Francis Dogs Home

Notes to the Financial Statements

Year Ended 31 March 2024 (continued)

12 Tangible fixed assets

Cost
At 1 April 2023
Additions
Disposals
At 31 March 2024
Depreciation
At 1 April 2023
Charge for the year
Eliminated on disposals
At 31 March 2024
Net book value
At 31 March 2024
At 31 March 2023
13 Fixed asset investments
Other investments
Land and
buildings
£
35,299
15,566
(13,467)
37,398
6,549
2,183
(5,387)
3,345
34,053
28,750
Furniture and
equipment
£
50,842
-
(4,359)
46,483
15,252
5,084
(1,745)
18,591
27,892
35,590
Computer
equipment
£
1,570
253
-
1,823
1,570
84
-
1,654
169
-
2024
£
729,232
Total
£
87,711
15,819
(17,826)
85,704
23,371
7,351
(7,132)
23,590
62,114
64,340
2023
£
787,478
1,823
1,570
84
-
18,591 1,654
27,892 169
35,590 -
2024
£
729,232

Page 17

St Francis Dogs Home

Notes to the Financial Statements

Year Ended 31 March 2024 (continued)

Other investments

Cost or Valuation
At 1 April 2023
Revaluation
Additions
Disposals
At 31 March 2024
Net book value
At 31 March 2024
At 31 March 2023
Listed
investments
£
787,478
(35,562)
23,184
(45,868)
729,232
729,232
787,478
Total
£
787,478
(35,562)
23,184
(45,868)
729,232
729,232
787,478

The market value of the listed investments is provided by the investment managers as at 31 March 2024.

14 Debtors

Trade debtors
Prepayments
Accrued income
VAT recoverable
2024
£
1,828
94
2,201
2,688
6,811
2023
£
-
3,172
5,250
2,591
11,013

15 Cash and cash equivalents

Cash on hand
Cash at bank
2024
£
205
498,651
498,856
2023
£
205
419,483
419,688

Page 18

St Francis Dogs Home

Notes to the Financial Statements

Year Ended 31 March 2024 (continued)

16 Creditors: amounts falling due within one year

Trade creditors
Accruals
Deferred income
Resources deferred in the period and carried forward
2024
£
8,105
7,956
825
16,886
2023
£
8,540
7,441
-
15,981
2024
£
(825)

Deferred income relates to rental income received in advance.

17 Funds

17 Funds
Unrestricted funds
General
Unrestricted funds
General
Unrestricted General
Funds
Balance at
1 April
2023
£
1,268,173
Balance at
1 April
2022
£
1,446,018
Incoming
resources
£
154,450
Incoming
resources
£
55,673
Resources
expended
£
Other
recognised
gains/(losses)
£
(102,573)
(39,923)
Resources
expended
£
Other
recognised
gains/(losses)
£
(81,162)
(152,356)
Balance at
31 March
2024
£
1,280,127
Balance at
31 March
2023
£
1,268,173

Page 19

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Notes to the Financial Statements

Year Ended 31 March 2024 (continued)

18 Analysis of net assets between funds

18 Analysis of net assets between funds
Tangible fixed assets
Fixed asset investments
Current assets
Current liabilities
Total net assets
Intangible fixed assets
Tangible fixed assets
Fixed asset investments
Current assets
Current liabilities
Total net assets
Unrestricted
funds
General
£
62,114
729,232
505,667
(16,886)
1,280,127
Unrestricted
funds
General
£
1,635
64,340
787,478
430,701
(15,981)
1,268,173
Total funds
at 31 March
2024
£
62,114
729,232
505,667
(16,886)
1,280,127
Total funds
at 31 March
2023
£
1,635
64,340
787,478
430,701
(15,981)
1,268,173

Page 20