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2020-12-31-accounts

Pages
Trustees' Report 1-9
Independent Examiner's Report 10
Receipts and Payments Account 11-12
Notes to the Financial Statements 13

Grants paid to Groups - Janua ry
- December 2
020
Group Award Reason
Steventon
Friendly Association
F3,250.00 Pensioners entertainment
St Michael's School E20,000.00 Provision
of
2019/2020
a Teaching Assistant
DAMASCUS F2,500.00 Support for
Parish
youth worker within the
First payment
off20K grant for Provision
St Michael's School F10,000.00 ofa Teaching Assistant for the
2020/2021
Total Group Grants E35,750.00

G rants ag reed
in principle
to Groups - January -Decemb er 202 0
Second payment of grant awarded in
St Michael's School f10,000.00 October 2020 for provision ofteaching
assistant 2020/2021
Grants Paid to Individuals -January -December 2020
Education
Grant
2500
E7,500.00
General Grants under F1,000- in total E0.00
Education
Grant @8250
6500.00
Birthday Grants @F50 E600.00
Brown Bin applications
@f43.00
286.00
Brown Bin applications
@F49.00
849.00
F8,735.00

nvestment
in
come during the year is during the year is summarised
be
summarised
be
low:
Source 2020 2019 +/- 2021 Forecast
Charifund E 70,556 E 87,405 -19.28'/o E 70,000
Charibond E 10404 E 9711 +7.13'/o F 10,000
St Michaels H E 33,034 E 33,105 -0.21% E 33,000
Feed in tariff E 1,876 E 790 +237.5% E 3,400
E 115,870 E 131,011 E 116,400

Section A:Receip ts and Payments
Unrestricted Endowment Total funds Total funds
funds funds
2020 2020 2020 2019
Receipts
Investment Income (M&G) 80,960 80,960 97,116
Bank Interest Reveived 636 636 1,239
Allotment Rent Received 214 214 147
StMichaels House Rent Received 33,034 33,034 33,105
Grass Cutting 200 200 500
Feed In Tariff Received 1,876 1,876 790
Sub total 2,926 113,994 116,920 132,897
Asset and investment sales, and
home loan repayments etc.
Total receipts 2,926 113,994 116,920 132,897
Payments
StMichaels House Expenses 3,765 3,765 4,478
Grants for Individual Needs 13,669 13,669 17,504
Grants for General Purposes 40,033 40,033 28,642
Village Maintenance 43,629 43,629 40,936
Governance
and Support
Costs 4,042 4,042 4,659
Sub total 101,373 3,765 105,138 96,219
Asset and investment purchases,
etc.
Total payments 101,373 3,765 105,138 96,219
Net ofreceiptsl(payments) (98,447) 110,229 11,782 36,678
Transfers between
funds
110,229 (110,229)
Surplus for the year 11,782 11,782 36,678
Cash funds last year end 197,643 197,643 160,965
Cash funds this year end 209,425 209,425 197,643

Unrestricted Endowment
Categories Details funds funds
2020 2020
Cash funds Bank Account 209,325
Fixed Term Deposit
Cash in Hand 100
Total cashfunds 209,425
Fund to which
asset belongs
Cost (optional) Current
value
(optional)
Investment assets StMichaels House Endowment 875,000
M&G Investment -Charifund Endowment 1,445,418
M&G Investment -Charibond Endowment 435,168
Home Loans Unrestricted 108,413
2,863,999
Fund to which
asset belongs
.
Cost (optional)
Current
value
(optional)
Assets retained for the charity's Allotment
Buildings
Unrestricted
Tractor and Equipment Unrestricted
Fund to which Amount
due
When due
liability relates (optional) (optional)
Liabilities Accrued Expenses Unrestricted 1,590
Grants Agreed in principle Unrestricted 11,250
Signed on behalf ofthe Trustees on 21 April 2021