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2023-04-05-accounts

Annual Report and Financial Statements of Lichfield District City of Sanctuary

For the year ended 5th April 2023

Charity Commission registration number: 1194691

2023 Report and Accounts for Lichfield District City of Sanctuary

Trustees Annual Report

See separate Word document

Lichfield District City of Sanctuary

Financial Statements for the Year Ended 5th April 2023

Receipts and Payments Account

RECEIPTS
Donations and Legacies
3a
Activities for Generating Funds
3b
Income from Investments
3c
Charity Activities
3d
Other
3e
Total Receipts
PAYMENTS
Raising Funds
4a
Charity Activities
4b
Other
4c
Total Payments
Excess of Receipts over Payments
Transfer between Funds
Net Movement for the year
5
5
Cash at Bank and In Hand at 06th
April 2022
Cash at Bank and In Hand at 05th
April 2023
Unrestricted
Funds
£

Designated
Funds
£

Restricted
Funds
£

Endowment
Funds
£

Total
Funds 2023
£
Total
Funds 2022
£
6,899 - 5,341 - 12,240 1,190
- - - - - -
0 - - - 0 0
- - - - - -
- - - - - -
6,899 - 5,341 - 12,240 #1,190
- - - - - -
1,830 - 1,365 - 3,195 327
4,128 - 1,260 - 5,388 -
5,958 - 2,625 - 8,583 #327
941 - 2,716 - 3,657 #863
- - - - - -
941 - 2,716 - 3,657 863
863 - - -
2,903 - 1,617 - 3,657 # 863

6

Lichfield District City of Sanctuary Financial Statements for the Year Ended 5th April 2023

Statement of Assets and Liabilities

Statement of Assets and Liabilities
Cash Funds
5
Other Monetary Assets(due to LDCOS)
Liabilities(owed by the LDCOS)
Unrestricted
Funds
£

Designated
Funds
£


Restricted
Funds
£

Endowment
Funds
£

Total
Funds 2023
£
Total
Funds
2022
£
2,700 - 1,665 - 4,365 863
- - - - - -
- - - - - -

The notes on the following pages form part of these accounts

7

Lichfield District City of Sanctuary

Financial Statements for the Year Ended 5th April 2023

1 Notes to the Accounts

The financial statements of Lichfield District City of Sanctuary PCC have been prepared using the Receipts and Payments basis.

There may be minor discrepancies in the totals as the pence are not being shown.

2 Description of Funds

Unrestricted funds are income funds of the charity that are available for spending on the general purposes of the charity, including amounts designated by the trustees for fixed assets for its own use or for spending on a future project and which are therefore not included in its "free reserves" as disclosed in the trustees' annual report.

Restricted funds comprise of two elements :-

a) income from trusts or endowments which may be expended only on those restricted objects provided in the terms of the trust or bequest

b) donations or grants received for a specific object or invited by the charity for a specific object. The funds may only be expended on the specific object for which they were given. Any balance remaining unspent at the end of each year must be carried forward as a balance on that fund. The charity does not usually invest separately for each fund. Where there is no separate investment, interest is apportioned to individual funds on an average balance basis.

8

Lichfield District City of Sanctuary

Financial Statements for the Year Ended 5th April 2023

RECEIPTS
3
Donations and Legacies
Voluntary Receipts
3a
Regular giving (gift aided)
Regular giving (non gift aided)
Gift Aid Recovered
Other(internal tfs)
Grants (recurring and one-off)
Activities for Generating Funds
3b
Other Fundraising Activities
Receipts from Investments
3c
Bank Interest
Charity Activities
3d
Other trading activities (magazine, bookstall etc)
Other Receipts
4e
Other
Total Receipts
All other giving and voluntary receipts including
special appeals
Unrestricted
Funds
£

Designated
Funds
£
Restricted
Funds
£

Endowment
Funds
£

Total
Funds 2023
£
Total
Funds 2022
£
1,215 - - - 1,215 615
580 - - - 580 575
3,604 4,568 - 8,172
- - - - - -
800 - 773 - 1,573 -
700 - - 700 -
6,899 - 5,341 - 12,240 # 1,190
- - - - - -
- - - - - # -
0 - - - 0 0
0 - - - 0 0
- - - - - -
- - - - - -
- - - - - -
- - - - - # -
6,899 - 5,341 - 12,240 # 1,190

9

Lichfield District City of Sanctuary

Financial Statements for the Year Ended 5th April 2023

PAYMENTS
4
Raising Funds
4a
Costs of Generating Funds
Costs of Fund Raising
Charitable Activities
4b
Refugee Support
Refugee Support - training
Refugee Support - chattels
Refugee Support - utilities
Refugee Suport - food/travel
Charity Running Expenses
Bank charges
Administration
Insurance
Other Payments
4c
Room Hire/refreshments
Total Payments
Cost of Trading(Magazine, bookstall etc)
Unrestricted
Funds
£

Designated
Funds £
Restricted
Funds
£
Endowment
Funds
£

Total
Funds 2023
£
Total
Funds 2022
£
- - - - - -
- - - - - # -
1,200 - 1,300 - 2,500 100
- - - - 225
- - - - - -
300 - 65 - 365 -
-
- - - - 2
- - - - - -
204 - - - 204 -
126 - - - 126 -
1,830 - 1,365 - 3,195 # 327
-
2,912- 1,260- 4,172
1,216 - - - 1,216 -
-
4,128 - 1,260 - 5,388 # -
-
5,958 - 2,625 - 8,583 327

10

Lichfield District City of Sanctuary Financial Statements for the Year Ended 5th April 2023

5 Cash at Bank and in hand

Fusion Current Account
Petty Cash
Total
Unrestricted
£

Designated
£

Restricted
£

Endowment
£

2023 Total
£
Total 2022
£
- - - - 863
- - - - 61
- - - - - 924

6 Loans

LDCoS does not have any loans.

7 Summary of Fund Movements

Unrestricted Fund
Designated Funds
Restricted Funds
Endowment Funds
Total Funds
Balance at
06th
April
£


Receipts
£

Payments
£

Transfers
£

Balance at
05th April
£
924 6,899 **(5,958) ** - 1,865
- - - - -
- - - - -
- - - - -
924 6,899 **(5,958) ** - 1,865

11

Annual Report and Financial Statements of Lichfield District City of Sanctuary

For the year ended 5th April 2023

Charity Commission registration number: 1194691

2023 Report and Accounts for Lichfield District City of Sanctuary

Trustees Annual Report

See separate Word document

Lichfield District City of Sanctuary

Financial Statements for the Year Ended 5th April 2023

Receipts and Payments Account

RECEIPTS
Donations and Legacies
3a
Activities for Generating Funds
3b
Income from Investments
3c
Charity Activities
3d
Other
3e
Total Receipts
PAYMENTS
Raising Funds
4a
Charity Activities
4b
Other
4c
Total Payments
Excess of Receipts over Payments
Transfer between Funds
Net Movement for the year
5
5
Cash at Bank and In Hand at 06th
April 2022
Cash at Bank and In Hand at 05th
April 2023
Unrestricted
Funds
£

Designated
Funds
£

Restricted
Funds
£

Endowment
Funds
£

Total
Funds 2023
£
Total
Funds 2022
£
6,899 - 5,341 - 12,240 1,190
- - - - - -
0 - - - 0 0
- - - - - -
- - - - - -
6,899 - 5,341 - 12,240 #1,190
- - - - - -
1,830 - 1,365 - 3,195 327
4,128 - 1,260 - 5,388 -
5,958 - 2,625 - 8,583 #327
941 - 2,716 - 3,657 #863
- - - - - -
941 - 2,716 - 3,657 863
924 - - - 924 61
2,964 - 1,617 - 4,581 # 924

6

Lichfield District City of Sanctuary Financial Statements for the Year Ended 5th April 2023

Statement of Assets and Liabilities

Statement of Assets and Liabilities
Cash Funds
5
Other Monetary Assets(due to LDCOS)
Liabilities(owed by the LDCOS)
Unrestricted
Funds
£

Designated
Funds
£


Restricted
Funds
£

Endowment
Funds
£

Total
Funds 2023
£
Total
Funds
2022
£
2,700 - 1,665 - 4,365 863
- - - - - -
- - - - - -

The notes on the following pages form part of these accounts

7

Lichfield District City of Sanctuary

Financial Statements for the Year Ended 5th April 2023

1 Notes to the Accounts

The financial statements of Lichfield District City of Sanctuary PCC have been prepared using the Receipts and Payments basis.

There may be minor discrepancies in the totals as the pence are not being shown.

2 Description of Funds

Unrestricted funds are income funds of the charity that are available for spending on the general purposes of the charity, including amounts designated by the trustees for fixed assets for its own use or for spending on a future project and which are therefore not included in its "free reserves" as disclosed in the trustees' annual report.

Restricted funds comprise of two elements :-

a) income from trusts or endowments which may be expended only on those restricted objects provided in the terms of the trust or bequest

b) donations or grants received for a specific object or invited by the charity for a specific object. The funds may only be expended on the specific object for which they were given. Any balance remaining unspent at the end of each year must be carried forward as a balance on that fund. The charity does not usually invest separately for each fund. Where there is no separate investment, interest is apportioned to individual funds on an average balance basis.

8

Lichfield District City of Sanctuary

Financial Statements for the Year Ended 5th April 2023

RECEIPTS
3
Donations and Legacies
Voluntary Receipts
3a
Regular giving (gift aided)
Regular giving (non gift aided)
Gift Aid Recovered
Other(internal tfs)
Grants (recurring and one-off)
Activities for Generating Funds
3b
Other Fundraising Activities
Receipts from Investments
3c
Bank Interest
Charity Activities
3d
Other trading activities (magazine, bookstall etc)
Other Receipts
4e
Other
Total Receipts
All other giving and voluntary receipts including
special appeals
Unrestricted
Funds
£

Designated
Funds
£
Restricted
Funds
£

Endowment
Funds
£

Total
Funds 2023
£
Total
Funds 2022
£
1,165 - - - 1,165 615
580 - - - 580 575
3,654 4,568 - 8,222
- - - - - -
800 - 773 - 1,573 -
700 - - 700 -
6,899 - 5,341 - 12,240 # 1,190
- - - - - -
- - - - - # -
0 - - - 0 0
0 - - - 0 0
- - - - - -
- - - - - -
- - - - - -
- - - - - # -
6,899 - 5,341 - 12,240 # 1,190

9

Lichfield District City of Sanctuary

Financial Statements for the Year Ended 5th April 2023

PAYMENTS
4
Raising Funds
4a
Costs of Generating Funds
Costs of Fund Raising
Charitable Activities
4b
Refugee Support
Refugee Support - training
Refugee Support - chattels
Refugee Support - utilities
Refugee Suport - food/travel
Charity Running Expenses
Bank charges
Administration
Insurance
Other Payments
4c
Room Hire/refreshments
Total Payments
Cost of Trading(Magazine, bookstall etc)
Unrestricted
Funds
£

Designated
Funds £
Restricted
Funds
£
Endowment
Funds
£

Total
Funds 2023
£
Total
Funds 2022
£
- - - - - -
- - - - - # -
1,200 - 1,300 - 2,500 100
- - - - 225
- - - - - -
300 - 65 - 365 -
-
- - - - 2
- - - - - -
204 - - - 204 -
126 - - - 126 -
1,830 - 1,365 - 3,195 # 327
-
2,912- 1,260- 4,172
1,216 - - - 1,216 -
-
4,128 - 1,260 - 5,388 # -
-
5,958 - 2,625 - 8,583 327

10

Lichfield District City of Sanctuary Financial Statements for the Year Ended 5th April 2023

5 Cash at Bank and in hand

Fusion/Lloyds Current Account
Petty Cash
Total
Unrestricted
£

Designated
£

Restricted
£

Endowment
£

2023 Total
£
Total 2022
£
- - - - 4,520
- - - - 61
- - - - - 4,581

6 Loans

LDCoS does not have any loans.

7 Summary of Fund Movements

Unrestricted Fund
Designated Funds
Restricted Funds
Endowment Funds
Total Funds
Balance at
06th
April
£


Receipts
£

Payments
£

Transfers
£

Balance at
05th April
£
924 6,899 **(5,958) ** - 1,865
- - - - -
- 5,341 **(2,625) ** - 2,716
- - - - -
924 12,240 **(8,583) ** - 4,581

11