OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2023-06-30-accounts

Page
Cover 1
Contentspage I
Reportof theTrustees 3to4
lndependentExaminer's Report 5
StatementofFinancialActivities&BalanceSheet 6
Notesto theFinancialStatements 7
Unaudited StatementofFinancialActivities

rustees whostrvedthechsr itv duringih eye ar iram iJulv2 a2zb30 Junela23
CcuncillorMrs VMETedder Chairm:n Chobharn ParishCortrrcii
I'li' lr€asurer
fu4rsI
CcunciliorMiss E-iIv4cGrath
It4r C Brdrveli
Coi-;ntiilor M;'LBrun: ChobhamParishCouncil
Cllrtu1rCSturt/Vacancy Resigneci ft,'lay 202-l'f BA !4lindiesham Parish Council
Vacarc'y To beappcinied \dinc;it.:h,:rr!rir;i:hCol-inrii
TheLorrJGlanusk/Vacar:cy aarinn--n i t.,',
'',,
rorrucry.u!i
)n )l 'rDA
rJ-.

lncomingResources lncomingResources Notes 2022-23 2022-23 2021-22
f
Residents' maintenancecharge 2 4t,\18 44,137
Residents'fund 1,080 1,,447
lnvestment income 3 1,,455 'L,217
Voluntary income - Donations 4 192
TotallncomingResources f43,945 f42,807
Resources Expended
Buildingcosts 5 6,506 L8,552
Admistrativeexpenses 7,265 9,341
Onbehalfofresidents 1,264 17qq
TotalResources Expended €15,035 e29,L48
Net lncomingResources 28,809 13,653
ADD: Unrealised gain on investments (net) 80s L,269
Surplusfor the year 829,6L4 E14,922
Reconciliation ofFunds
Bioughtforward 79,082 66,191,
TotalFundscarriedforward f108,696 Q79,082
BALANCESHEET 30 June 2023 30 June 2022
Fixed Assets f f
lnvestmefits 7 38,28V 36,581
CurrentAssets
CashatBank 7 70,409 42,501"
TotalAssets 108,696 79,082
[ESS:l-one-TermLiabilities
Almshouse Associationloanto2031, remaining balance 42,000 N/A
TotalFunds 8 f56,696 f79,082

2ActivitiesforGeneratingFunds 2022-23 2021-22 2021-22
e
ReceiptsfromProperty 41.118 44137
Residents'Contributions '1,080 1,447
42.198 41,584
3lnvestmentlncome
M&GCAIF 1,455 1,217
4Grantsand Donations
Donations-WindleshamFeteL0June2023 192
5Building ManagementCosts
PropertyiVlaintenance 6.506 18,552
Propertylmprovements

TherewerenoTrustees'expensesor remu nerationpaidforthe year end ed30lune2 A23.
7lnvestments QtyUnitprice 30.6.23 30.6.22
Aecum UnitsM&GCAIF 360.05100.2916 36,110
360.05106.3369 38,287
Current Acccunt s
Bankstatement@ 30.6.23 70,859 42,951
LESSunpresented cheque{1) 4'CI 4CU
Cash BookBatanceReconciled 97a,409 E42,641

wc LEE'S RESTHOUSES
Detailed StatementofFinancialActivities (not subiect
for theYear Ended 30lune2023
toExamination) toExamination)
30.6.23 30.6.22
t f
INCOMINGRESOURCES
Voluntarylncome
Dor:ations received 192
Activitiesforgenerating funds
lncomefromProperty
Res!dents'Contributions
@ 41,3.1"84A,87
1.08C
i,447
lnvestmentincome 13qq
Total incomingresources E_43,945 f.42,90t
RESOURCESEXPENDED
lnvestmentManagement eosts
Property Maintenance O.Cr..ro 18.552
Administrativeexpenses a.zoQ 9.341
OnbehalfofResidents t.ta4 1,255
Property lmprovements
TotalResources qxper.ldedbefore investmentqains 15,036 29,149
NetlncomingResources 28,809
13,653
Plusl unrealisedinvestmentgains(net) 805 1,269
FrNAL NETTNCOME 829,614 t14,922