2021-12-31-accounts - Bottisham United Charities

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Annual Report for Bottisham United Charities for the year ended 31 December 2021

Bottisham United Charities (Clerk’s address: 57 Lode Road, Lode, Cambridge, CB25 9ET) is registered with the Charity Commission (Charity No 203215) and regulated by the Schemes of the Charity Commissioners dated 2 December 1913 and 30 April 1990.

The Charity is administered by Trustees representing the five parishes covered by the Bottisham United Charities. For the year 1 January to 31 December 2021 the Trustees were:

Chairman: Mr G Sanderson

Vice-Chairman: Mr R Watts Other Trustees: Mrs M Coles; Mr R Jenyns; Mr R Jakes; Rev Sue Giles; Mr R May; Revd Peter Gill; Mr G Robinson; Ms J Kitt; Mr M Gingell and Mr M Sale.

Clerk: Ms L Stringer

The Trustees are made up of Ex-Officio Trustees, incumbents of the present benefices of Bottisham, Lode, Stow-cum-Quy, Horningsea and Exning and the Owner of Bottisham Hall; together with Estate Trustees. A change was made to the governing document in November 2014 that the Trustees representing Exning be appointed by Exning Parish Council rather than Forest Heath District Council; the reason for this was to bring the appointment of Trustees for Exning in line with the other villages (until recently Exning did not have a parish council).

Bottisham United Charities acts as a ‘holding company’ collecting rents from tenant farmers and dividends from investments which it then distributes to: Bottisham Local Charity, Lode Local Charity, Stow-cum-Quy Local Charity, Horningsea Parish Charity and Exning United Charities for their distribution as indicated in the “Relief in Need” note contained in the 1990 Scheme.

The Trustees were not able to hold their Annual General Meeting in March due to the Coronavirus pandemic, but managed to do so in August once restrictions were lifted. This meant that the distribution of monies to the village charities which normally takes place at the June meeting did not happen until August, but the November distribution took place as usual. The 2021 the Charities income was £48,405, and £44,682 was distributed to the five charities.

Payments were made to the Clerk (£2,000), and £220 for an independent examination of the 2021 accounts.

.......................................................... Chairman

.......................................................... Date

Accounting Statement CC57(a) (Receipts and Payments Basis) Year ended 31[st] December 2021

Charity Name Bottisham United Charities - Charity Registration Number 203215

Section A Unrestricted funds

2021 2020 Receipts to nearest £ to nearest £ Total Receipts Zero Zero Payments Total Payments Zero Zero

Section B Restricted funds

See pages 2 and 3

Section B Restricted funds 2021 Receipts to nearest £ Receipts earned from assets:- £ £ Land Rents:- Poor's Fen No.2 4,470 S. Shepherds 3,400 All other land 14,279 22,149 Land Shooting Rights:- Poor's Fen No.2 111 All other land 305 416 Investments: - S. Shepherds COIF Fund 5,396 UK Bond (Charinco) 2,138 UK Equity (Charishare) 14,083 21,617 Bream COIF Fund 397 UK Equity (Charishare) 432 829 Pledger COIF Fund 1,216 UK Bond (Charinco) 339 UK Equity (Charishare) 1,830 3,386 Poor's Fen No 2 UK Bond (Charinco) 1 Jenyns UK Bond (Charinco) 2 Craister UK Bond (Charinco) 2 Wayleave EDF Bank Interest 3 Total Receipts B1 48,405	Section B Restricted funds	Section B Restricted funds
	2021 to nearest £ £ £		2020 to nearest £ £ £ 3,550 3,763 14,279 21,592 63 305 368 5,291 2,257 9,735 17,283 389 298 687 1,193 358 1,265 2,816 1 2 2 20 42,771
Land Rents:-
Poor's Fen No.2		4,470	3,550
S. Shepherds		3,400	3,763
All other land		14,279	14,279
		22,149	21,592

Land Shooting Rights:-
Poor's Fen No.2		111	63
All other land		305	305
		416	368

Investments: -
S. Shepherds
COIF Fund		5,396	5,291
UK Bond (Charinco)		2,138	2,257
UK Equity (Charishare)		14,083	9,735
		21,617	17,283
Bream
COIF Fund		397	389
UK Equity (Charishare)		432	298
		829	687
Pledger
COIF Fund		1,216	1,193
UK Bond (Charinco)		339	358
UK Equity (Charishare)		1,830	1,265
		3,386	2,816
Poor's Fen No 2
UK Bond (Charinco)		1	1

Jenyns
UK Bond (Charinco)		2	2

Craister
UK Bond (Charinco)		2	2

Wayleave EDF

Bank Interest		3	20
Total Receipts B1		48,405	42,771

Section B Restricted funds

Payments Directly for charitable purposes:- Bottisham Local Charity Lode Local Charity Exning United Charity Stow Cum Quy Local Charity Horningsea Parish Charity Management and Administration:- Management Auditors fee Clerks Salary Carter Jonas-Chartered Surveyors Chairman's expenses Edmondson Hall Solicitors Administration Hire of Hall Postage Travelling Telephone Stationery Drainage Refund to tenant for rent overpayment Total Payments B2 Net Receipts B1 - B2 Cash funds last year end B3 Cash funds this year end B1-B2+B3	2021 2020 to nearest £ to nearest £ £ £ £ £	2021 2020 to nearest £ to nearest £ £ £ £ £

Directly for charitable purposes:-

Bottisham Local Charity	15,901	15,107
Lode Local Charity	15,901	15,107
Exning United Charity	11,906	11,211
Stow Cum Quy Local Charity	836	851
Horningsea Parish Charity	138	134
	44,682	42,410
Management and Administration:-

Management
Auditors fee	220	120
Clerks Salary	2,000	1,850
Carter Jonas-Chartered Surveyors		2,040
Chairman's expenses	33
Edmondson Hall Solicitors		1,200
	2,253	5,210
Administration
Hire of Hall
Postage	46	59
Travelling	19	37
Telephone	2	1
Stationery	18	19
Drainage		78
Refund to tenant for rent overpayment	906
	991	198





Total Payments B2
	47,926	47,815
Net Receipts B1 - B2 Cash funds last year end B3 Cash funds this year end B1-B2+B3
	479	(5,044)
	17,501	22,545
	17,980	17,501

Section D Statement of Assets and Liabilities at year end 2021

Unrestricted Restricted Funds Funds nearest £ nearest £ nearest £ Cash Funds 2021 2020	Unrestricted Restricted Funds Funds nearest £ nearest £ nearest £ Cash Funds 2021 2020	Unrestricted Restricted Funds Funds nearest £ nearest £ nearest £ Cash Funds 2021 2020	Unrestricted Restricted Funds Funds nearest £ nearest £ nearest £ Cash Funds 2021 2020	Unrestricted Restricted Funds Funds nearest £ nearest £ nearest £ Cash Funds 2021 2020
	Barclays:-
	Community Account	0	1,050	200
	Business Premium Account	0	16,897	17,278

	Cash in Hand	0	33	23

	Total Cash Funds	0	17,980	17,501
Other	Unrestricted Restricted Endowment Funds Funds Funds nearest £ nearest £ nearest £ Monetary Assets
	Land rent to be recovered for 2021 after 31 December 2021	0	794	1,481
				0
				0
	Investments:-
	S. Shepherds
	COIF Fund	0	209,871	183,798
	UK Bond Fund (Charinco)	0	65,489	70,187
	UK Equity Fund (Charishare)	0	488,856	441,091

	Bream
	COIF Fund	0	15,425	13,509
	UK Equity Fund (Charishare)	0	14,980	13,516

	Pledger
	COIF Fund	0	47,303	41,426
	UK Equity Fund (Charishare)	0	63,547	57,338
	UK Bond Fund (Charinco)	0	10,391	11,144

	Poor's Fen No 2- UK Bond Fund (Charinco)	0	35	37

	Jenyns -UK Bond Fund (Charinco)	0	61	65

	Craister -UK Bond Fund (Charinco)	0	59	63
	Total Investment Assets	0	916,017	832,174

Section D Statement of Assets and Liabilities at year end 2021

Charity to which Cost Current value belongs Investment Assets:-	Charity to which Cost Current value belongs Investment Assets:-	Charity to which Cost Current value belongs Investment Assets:-
Agricultural land -
Shepherds :-	Exning
31.232 Acres	Bottisham	?
	Lode

Poor's Fen:-	Quy
43.626 Acres	Bottisham	?
	Lode

All other land:-	Bottisham
174.167 Acres	Lode	?

Total land - 249.025 Acres		?

Charity to which Amount due When due It belongs £ Liabilities Total liabilities

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to tho trusteesl members of Bottisharn United Charities On accounts for the year ended 31 DecemLEr 2021 Charlty no (If any) 203215 Sot out on pages 1 to 5 AccountiNJ Statements CC57 (a} to ineludv Ihe pa9e nUmfr of addilion81 she.elsTr I report to the trustees on my examination of the accounts of the above charity {'the Trust") for the year ended 3111212021. Responslbllitl88 and As the charity trustees of the Trust. you are responsible for the preparation ba$18 of report of the accounts in accordance with the requirements of the Charities Act 2011 {'the Acr). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5){b) of the Act. I have completed my examination. I confim that no material matters have come to my attention (other than that disclosed below ') in connection wtth the examination which grves me cause to believe that in, any material respect.. accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's ststsment I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in order to enabl8 proper understanding of the accounts to be reached. . Please del8te the wonls in th8 brackels rflhey do nol apply. Signed: Date: Name: Caroline POUon FCCA TIA NKT Accountants Relevant profe88lonal qualificatlon(s} or body (If any): ACCA Address: 147 All Saints Road Newmarket Suffolk CB8 8HH IER October 2018

Section B Disclosure Only complete rf the examiner needs to hNJhlight matters of concem (see CC32, Independent examinatTron of charity accounts.. directions and guKlance for examiners). Glve here brief details of any items that the examiner wl8hes to disclose. IER October 2018