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2022-12-31-accounts

REGISTERED CHARITY NUMBER: 205961

Report of the Trustees and

Unaudited Financial Statements

For The Year Ended 31 December 2022

for

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Bromhead Harscombe House 1 Darklake View Plymouth Devon PL6 7TL

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Contents of the Financial Statements For The Year Ended 31 December 2022

Page
Report of the Trustees 1 to 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Statement of Financial Position 7
Statement of Cash Flows 8
Notes to the Statement of Cash Flows 9
Notes to the Financial Statements 10 to 17
Detailed Statement of Financial Activities 18 to 19

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Report of the Trustees For The Year Ended 31 December 2022

The trustees submit their annual report under the Charities Act 2011 and the financial statements for the year ended 31 December 2022. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), effective 1 January 2019.

OBJECTIVES AND ACTIVITIES

Charitable Objectives

The Royal Society for the Prevention of Cruelty to Animals (RSPCA) Plymouth and South West Devon Branch, is registered in England and Wales (no.205961). Our charitable objectives are to promote kindness to prevent or suppress cruelty to animals and to do all such lawful acts as the branch may consider to be conducive or incidental to the attainment of those objects.

Main Activities

These objectives are achieved through a range of services which operate 365 days a year across the Plymouth and South West Devon region. The principle activity of the association during the year was the treatment and welfare of animals by treating the sick and injured and continuing with rehoming, spaying and neutering schemes.

These objectives are met by general public donations, legacies, monies received from investment properties and portfolio's and through the trading of charity shops in and around the Plymouth area.

Public Benefit

The Trustees pay due regard to the Charity Commission guidance on public benefit and meet the requirements of the Charities Act 2011 through the prevention on cruelty and promotion of kindness to animals as this gives a moral benefit in humans towards animals as a whole.

The main activity in furthering the Charity's purpose as public benefit is responding to public requests to help injured or sick animals and adhering to the law if applicable regarding the treatment of animals. We work with vestiary professionals for each animal under our care to set treatment plans in the interest of each animal, and the charity funds such vet costs. We provide services, often free of charge, and aim to find suitable new homes for animals in our care.

Volunteers

RSPCA Plymouth & South West Devon Branch relies on volunteers to carry out management and administration, in particular regarding the furtherance of the charity shops operated under the RSPCA branch. The Charity has no paid Trustees or volunteers.

Funding

Donations are vital to meeting the costs of care and these are sought through collection boxes and legacies. The branch also receives a percentage of the RSPCA Society's door to door collection funding each year which totalled £23,218 in 2022 (£24,134 in 2021).

Another source of funding for the Charity is the takings from three charity shops we run.

Rental income is also received from the investment properties held above the charity shops.

ACHIEVEMENT AND PERFORMANCE

Charitable activities

The charity has maintained its animal welfare objective and has raised funds to continue the work in helping animal in need of care, re-homing, spaying or neutering. This year the charity has overall supported 627 animals, which includes the animals we have rehomed through our successful rehoming programme.

These animals are cared for through the healthy relationship held with local animal shelters where the Charity uses the donations received to pay for the treatment the animal needs prior to being re-homed. Re-homing is a careful process with the animals long term welfare at the forefront of all decisions.

We have continued our spaying and neutering programme, which the Charity is able to offer to any animal in need, at a reduced rate, or free of charge, depending upon circumstances..

Raising funds

The Charity raises funds from running three charity shops. The shop in Tavistock experienced multiple water leaks during the year, resulting in damaged stock. The shop was closed during the year with any undamaged stock being sold on 'Tavistock Market Place'. The shop has reopened in 2023. These shops rely solely on volunteers so all surplus funds can be used to further the charitable purpose of animal welfare.

Page 1

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Report of the Trustees For The Year Ended 31 December 2022

ACHIEVEMENT AND PERFORMANCE

Investment performance

The charity receives investment income from three properties it owns and also investment portfolio's managed by Rowan Dartington.

The properties continue to provide a relatively consistent amount of unrestricted revenue and tenants occupied most of the properties for the majority of the financial year. We continue to maintain a health relationship with the management company the charity pay to manage the properties on our behalf.

The investment portfolios have been further expanded however have seen an unrealised loss of £24,114 (2021: £20,814 gain) in regards to the market value of the fixed investments held at the balance sheet date.

FINANCIAL REVIEW

Financial position

In the year ended 31 December 2022 the Charity had a deficit of £99,285 (2021; deficit £45,681) of incoming resources against resources expended.

Total income received for the year was £84,882 compared to £113,217 in the previous financial year and is a result of fall in donations, largely from legacies and the fall in government grants as no covid grants were received during the year.

This year saw an increase in veterinary costs of over 33% due to a shortage of vets and vet nurses, this combined with the increase in contributions to RSPCA regional fund (up more than 25%) and the fall in donations and grant income has contributed to the increased deficit this year.

Investment policy and performance

The management committee has considered the most appropriate policy for investing funds and has found that investing funds in a deposit account, moderate investment portfolio and three investment properties meets their requirements. The committee consider the return that they receive on their investments to be satisfactory.

The charity has three investment properties in operation and they generated income of £18,583 (2021; £17,318).

The Charity also has investments held with Rowan Dartington who the Charity advises to maintain a policy of avoiding adverse financial risk.

This is kept under review annually by the Board.

Reserves policy

It is the policy of the Charity to try and maintain a level of free reserves, that are those unrestricted funds which are not invested in fixed assets, designated for a specific purpose or otherwise committed should be at least 18 months of resources expended which equates to circa £270,000 in general funds. It is the trustee's opinion that this level of reserves would be adequate to maintain uninterrupted services in the event of a major loss in funding.

The level of funds are reviewed on a regular basis by the trustee's together with known and likely future demands on those funds.

At the end of the financial year total unrestricted funds, excluding investments held, are £1,003,997 (2021; £1,099,829)

The charity is currently holding reserves in excess of the reserves policy. The charity would like to build or purchase a suitable homing centre in future to expand the number of animals it can care for. Reserves are currently not sufficient to do this but the Trustees continue to monitor.

Going concern

After undertaking appropriate reviews and enquiries, the trustees have reasonable expectation that the Trust has adequate resources to continue in existence for the foreseeable future. As with most charitable enterprises, the continued sucess of the Charity and indeed appropriateness of the going concern status is dependent on future income being generated at sustainable levels.

Page 2

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Report of the Trustees For The Year Ended 31 December 2022

EVENTS SINCE THE YEAR END AND PLANS FOR FUTURE PERIODS

Our plan is to continue all current activities surrounding the welfare and protection of animals we support. We aim to continue the investment portfolio with Rowan Dartington in order to generate further income for the charity. Rowan Dartington provide investments that are ethical in relation to animal welfare and already has a strong relationship with the RSPCA headquarters.

Our long term goal is to construct our own animal shelter to provide for all animal in the Plymouth area, we currently have £850,000 ring-fenced for this project. As at the balance sheet date our funds are not yet at a level to achieve this and support the ongoing costs it would incur, but this is monitored on an annual basis.

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

The Charity is governed by it's constitution under the RSPCA Acts 1932, 1940, and 1958 and constitutes an unincorporated charity.

Recruitment and appointment of new trustees

The members shall carry out the election of the officers and committee members at the Annual General Meeting. Nominations shall be made in writing and delivered to the secretary. Each nomination must be proposed and seconded by a voting member of the Association and accompanied by the written consent of the nominee.

New trustees are inducted into the workings of the Charity during meetings held.

All current trustees are re-elected at the Annual General Meeting by way of a seconded proposal by other trustees.

Trustees are selected according to their experience and often previous engagement with the Charity. This enables the Charity to determine the individuals commitment to animal welfare.

Organisational structure

Overall responsibility for the management of the Charity is vested in the Trustees.

The Charity is an unincorporated association which holds at least six committee meetings during the year. These meetings are organised by the Trustees to continue with the work necessary to maintain the objects of the association.

The Charity is managed on a day to day basis by the Trustees.

Risk management

The Trustees are responsible for the management of the risks faced by the Charity. The Trustees continue to examine the major internal and external risks that the charity faces. Systems are in existence to monitor and control these risks to mitigate any impact that they may have on the charity in the future.

The key controls used by the charity include:

Formal agendas for all Committee and Board meetings. Comprehensive strategic planning, budgeting and management accounting. Established organisational structure and lines of reporting. Clear authorisation and approval levels.

The Trustees recognise that systems can only provide reasonable but not absolute assurance that major risks have been adequately managed.

Governance statement

The trustees have had due regard to principals of recommended practices as set out by the "Charity Governance Code" and have applied these wherever practical and in decision making.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

205961

Principal address

80 Grenville Road St Judes Plymouth Devon PL4 9PY

Page 3

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Report of the Trustees For The Year Ended 31 December 2022

Trustees

Mrs A Hindle Secretary Mrs L Parker Mrs C Maddick Treasurer Mrs J Bennett Mrs A Dyer

Independent Examiner

Bromhead Harscombe House 1 Darklake View Plymouth Devon PL6 7TL

The Charity is registered with the Charity Commission under the charity number 205961. The appointed trustees, principle address and details of the charity's advisors are given above.

Approved by order of the board of trustees on 9 June 2023 and signed on its behalf by:

Mrs A Hindle - Trustee

Page 4

Independent Examiner's Report to the Trustees of Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Independent examiner's report to the trustees of Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

I report to the charity trustees on my examination of the accounts of Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch (the Trust) for the year ended 31 December 2022.

Responsibilities and basis of report

As the charity trustees of the Trust 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 Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all 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 the Trust 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 applicable 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.

James Groves FCA

Bromhead Harscombe House 1 Darklake View Plymouth Devon PL6 7TL

12 June 2023

Page 5

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Statement of Financial Activities For The Year Ended 31 December 2022

Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
Charitable activities
5
Treatment and welfare of animals
Other trading activities
3
Investment income
4
Total
EXPENDITURE ON
Raising funds
6
Charitable activities
7
Treatment and welfare of animals
Total
Net gains on investments
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
31.12.22
Unrestricted
Restricted
Total
funds
fund
funds
£
£
£
42,179
-
42,179
3,239
-
3,239
14,458
-
14,458
25,006
-
25,006
84,882
-
84,882
16,413
-
16,413
162,355
-
162,355
178,768
-
178,768
50,487
-
50,487
(43,399)
-
(43,399)
1,654,948
-
1,654,948
1,611,549
-
1,611,549
31.12.21
Total
funds
£
51,923
1,554
35,575
24,165
113,217
25,344
128,786
154,130
16,046
(24,867)
1,679,815
1,654,948

The notes form part of these financial statements

Page 6

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Statement of Financial Position 31 December 2022

Notes
FIXED ASSETS
Tangible assets
14
Investments
Investments
15
Investment property
16
CURRENT ASSETS
Debtors
17
Cash at bank and in hand
CREDITORS
Amounts falling due within one year
18
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT LIABILITIES
NET ASSETS
FUNDS
19
Unrestricted funds
TOTAL FUNDS
Unrestricted
funds
£
65,223
212,552
395,000
672,775
10,323
952,817
963,140
(24,366)
938,774
1,611,549
1,611,549
Restricted
fund
£
-
-
-
-
-
-
-
-
-
-
-
31.12.22
Total
funds
£
65,223
212,552
395,000
672,775
10,323
952,817
963,140
(24,366)
938,774
1,611,549
1,611,549
1,611,549
1,611,549
31.12.21
Total
funds
£
66,326
240,119
315,000
621,445
9,201
1,052,727
1,061,928
(28,425)
1,033,503
1,654,948
1,654,948
1,654,948
1,654,948

The financial statements were approved by the Board of Trustees and authorised for issue on 9 June 2023 and were signed on its behalf by:

C Maddick - Trustee

The notes form part of these financial statements

Page 7

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Statement of Cash Flows

For The Year Ended 31 December 2022

31.12.22 31.12.21
Notes £ £
Cash flows from operating activities
Cash generated from operations 1 (97,964) (26,370)
Net cash used in operating activities (97,964) (26,370)
Cash flows from investing activities
Purchase of fixed asset investments (79,082) (112,147)
Sale of fixed asset investments 77,136 100,883
Net cash used in investing activities (1,946) (11,264)
Change in cash and cash equivalents in
the reporting period (99,910) (37,634)
Cash and cash equivalents at the
beginning of the reporting period 1,052,727 1,090,361
Cash and cash equivalents at the end of
the reporting period 952,817 1,052,727

The notes form part of these financial statements

Page 8

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Notes to the Statement of Cash Flows For The Year Ended 31 December 2022

1.
RECONCILIATION OF NET EXPENDITURE TO NET CASH FLOW FROM OPERATING ACTIVITIES
31.12.22
£
Net expenditure for the reporting period (as per the Statement of
Financial Activities)
(43,399)
Adjustments for:
Depreciation charges
1,103
Gain on investments
(50,487)
Increase in debtors
(1,122)
(Decrease)/increase in creditors
(4,059)
Net cash used in operations
(97,964)

31.12.21
£
(24,867)
1,106
(16,046)
(3,013)
16,450
(26,370)

2. ANALYSIS OF CHANGES IN NET FUNDS

Net cash
Cash at bank and in hand
Total
At 1.1.22
£
1,052,727
1,052,727
1,052,727
Cash flow
£
(99,910)
(99,910)
(99,910)
At 31.12.22
£
952,817
952,817
952,817

The notes form part of these financial statements

Page 9

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Notes to the Financial Statements For The Year Ended 31 December 2022

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention, with the exception of investments which are included at market value, as modified by the revaluation of certain assets.

The trustees consider there are no material uncertainties about the Charity's ability to continue as a going concern. These financial statements are prepared on a going concern basis. The financial statements are prepared in sterling which is the functional currency of the Charity and is rounded to the nearest £1.

The organisation operates as an unincorporated charity.

Income

Donations and collection boxes are recognised in the year in which the Charity is entitled to and certain of receipt and the amount can be measured with reasonable certainty, this policy is also applied to all income from the 3 charity shops shown under other trading activities in the statement of financial position.

Legacies are recognised in the financial year that along with established entitlement there is reasonable probability the legacy will be received and the amount can be measured with sufficient accuracy.

Investment income is accounted for in the year during which it is received. Expenses incurred in relation to this income are shown separately within the statement of financial activities.

Income recognised under charitable activities is received based on the number of animals the charity as successfully able to re-home during the financial year.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Governance costs and support costs

These costs have been allocated between governance and other support costs. Governance costs comprise all costs involving the public accountability of the Charity and costs related to statutory requirements. Governance and support costs relate to the primary activity of the charitable purpose.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life:

Freehold property

Freehold property comprises of two shops the charity operate from and is included in these financial year statements at deemed cost at the year of transition (2016). Depreciation is charged 2% per annum on the straight line basis from 1 January 2016.

Plant and machinery

These are stated at cost less depreciation. Depreciation is charged at 15% per annum on the reducing balance basis.

Fixtures and fittings

These are stated at cost less depreciation and is provided at 15%, 20% and 25% on a reducing balance basis over its estimated useful life.

Investment property

Investment property is shown at most recent valuation. Any aggregate surplus or deficit arising from changes in fair value is recognised in the Statement of Financial Activities.

Page 10

continued...

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Notes to the Financial Statements - continued For The Year Ended 31 December 2022

1. ACCOUNTING POLICIES - continued

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

All funds received by the Charity in the financial year are unrestricted and can be used in accordance with the charitable objectives at the discretion of the trustees.

Recognition and valuation of donated goods for resale

It is impractical to estimate fair value on the donated goods due to the low volume of low-value items and absence of detailed stock control systems or records. Therefore all donated goods for resale are not recognised on receipt but instead the value is recongised when the donated goods are sold as income.

Investments

Investments are stated at market value as at the balance sheet date. The Statement of Financial Activities includes the net gains or losses arising on revaluation and disposals throughout the year.

2.

DONATIONS AND LEGACIES

31.12.22 31.12.21
£ £
Legacies 8,721 18,625
Gift aid income 34 -
Collection Boxes 23,218 24,134
Miscellaneous donations and collections 10,206 9,164
42,179 51,923
3. OTHER TRADING ACTIVITIES
31.12.22 31.12.21
£ £
Tavistock takings 6,621 13,657
Milehouse takings 7,837 7,153
Government grants - 14,765
14,458 35,575
4. INVESTMENT INCOME
31.12.22 31.12.21
£ £
Rents received 18,583 17,318
Bank and Building Society Interest 6,423 6,847
25,006 24,165

This includes gross income received by an independent management property that manage 3 investment properties held by the Charity. All expenses related to these properties are shown under rasing funds on the statement of financial activities.

Interest includes all receipts of interest from the investment portfolio as well as any bank interest received in the current financial year.

Page 11

continued...

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Notes to the Financial Statements - continued For The Year Ended 31 December 2022

5.
INCOME FROM CHARITABLE ACTIVITIES
31.12.22
Activity
£
Homing fees
Treatment and welfare of animals
3,239
6.
RAISING FUNDS
Other trading activities
31.12.22
£
Rent and rates
2,717
Insurance
1,116
Building repairs
1,944
Light and heat
2,087
Bad debts
147
Support costs
506
8,517
Investment management costs
31.12.22
£
Light and heat
275
Administrative expenses
2,345
Property repairs
3,262
Investment management charges
1,574
Support costs
440
7,896
Aggregate amounts
16,413
7.
CHARITABLE ACTIVITIES COSTS
Support
Direct
costs (see
Costs
note 8)
£
£
Treatment and welfare of animals
153,002
9,353
8.
SUPPORT COSTS
Governance
Management
costs
£
£
Other trading activities
353
153
Investment management costs
306
134
Treatment and welfare of animals
6,515
2,838
7,174
3,125
31.12.21
£
1,554
31.12.21
£
6,869
992
7,096
841
-
781
16,579
31.12.21
£
(284)
1,874
2,216
4,545
414
8,765
25,344
Totals
£
162,355
Totals
£
506
440
9,353
10,299

Page 12

continued...

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Notes to the Financial Statements - continued For The Year Ended 31 December 2022

8. SUPPORT COSTS - continued

Support costs, included in the above, are as follows:

31.12.22 31.12.21
Treatment
and
Other Investment welfare
trading management of Total Total
activities costs animals activities activities
£ £ £ £ £
Bookkeeping services 60 52 1,098 1,210 1,398
Depreciation and write offs 54 47 1,002 1,103 1,105
Sundry 182 158 3,365 3,705 1,511
Telephone 53 46 978 1,077 913
Postage and stationery 4 3 72 79 80
Independent examination 76 67 1,417 1,560 1,050
Accountancy 77 67 1,421 1,565 1,210
506 440 9,353 10,299 7,267
INDEPENDENT EXAMINATION
31.12.22 31.12.21
£ £
Independent examination 1,560 1,050

9. INDEPENDENT EXAMINATION

10. TRUSTEES' REMUNERATION AND BENEFITS

Trustees received no remuneration for the work they undertake on behalf of the charity.

Trustees' expenses

There were trustees' expenses during the year of £197 paid to L Parker. There were no trustees' expense for the year ended 31 December 2021.

11. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

INCOME AND ENDOWMENTS FROM
Donations and legacies
Charitable activities
Treatment and welfare of animals
Other trading activities
Investment income
Total
EXPENDITURE ON
Raising funds
Charitable activities
Treatment and welfare of animals
Total
Net gains on investments
Unrestricted
funds
£
51,923
1,554
35,575
24,165
113,217
25,344
128,786
154,130
16,046
Restricted
fund
£
-
-
-
-
-
-
-
-
-
Total
funds
£
51,923
1,554
35,575
24,165
113,217
25,344
128,786
154,130
16,046

Page 13

continued...

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Notes to the Financial Statements - continued For The Year Ended 31 December 2022

11.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued
Unrestricted
Restricted
funds
fund
£
£
NET INCOME/(EXPENDITURE)
(24,867)
-
RECONCILIATION OF FUNDS
Total funds brought forward
1,679,815
-
TOTAL FUNDS CARRIED FORWARD
1,654,948
-
Total
funds
£
(24,867)
1,679,815
1,654,948

12. EMPLOYEES

The charity has no employees in this year or the proceeding year.

13. VOLUNTEERS

The charity relies on volunteers to carry out management, administration and charity shop duties.

14. TANGIBLE FIXED ASSETS

Freehold
Plant and
property
machinery
£
£
COST
At 1 January 2022 and 31 December 2022
72,808
99
DEPRECIATION
At 1 January 2022
6,553
82
Charge for year
1,092
2
At 31 December 2022
7,645
84
NET BOOK VALUE
At 31 December 2022
65,163
15
At 31 December 2021
66,255
17
FIXED ASSET INVESTMENTS
MARKET VALUE
At 1 January 2022
Additions
Disposals
Revaluations
At 31 December 2022
NET BOOK VALUE
At 31 December 2022
At 31 December 2021
Fixtures
and
fittings
Totals
£
£
407
73,314
353
6,988
9
1,103
362
8,091
45
65,223
54
66,326
Listed
investments
£
240,119
79,082
(77,136)
(29,513)
212,552
212,552
240,119

15. FIXED ASSET INVESTMENTS

Investment assets outside the UK were valued at £188,824 at the year end. All other investments were held in the UK.

The historic cost value of the portfolio is £220,488

Page 14

continued...

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Notes to the Financial Statements - continued For The Year Ended 31 December 2022

16. INVESTMENT PROPERTY

FAIR VALUE
At 1 January 2022
Revaluation
At 31 December 2022
NET BOOK VALUE
At 31 December 2022
At 31 December 2021
£
315,000
80,000
395,000
395,000
315,000

Fair value at 31 December 2022 was determined by a valuation completed in March 2023 (previous valuation February 2020) by the property management company Smeaton Homes and the fair value at the balance sheet date is represented by:

Deemed cost at transition to FRS 102 in 2016
Valuation in February 2020
Valuation in March 2023
If the property had not been revalued it would have been included at the following historical cost:
31.12.22
£
Cost
105,991
Fair value at 31 December 2022 is represented by:
Valuation in 2023
17.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.12.22
£
Trade debtors
-
Other debtors
1,585
VAT
7,011
Prepayments
1,727
10,323
Deemed cost at transition to FRS 102 in 2016
Valuation in February 2020
Valuation in March 2023
If the property had not been revalued it would have been included at the following historical cost:
31.12.22
£
Cost
105,991
Fair value at 31 December 2022 is represented by:
Valuation in 2023
17.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.12.22
£
Trade debtors
-
Other debtors
1,585
VAT
7,011
Prepayments
1,727
10,323
£ £
105,991
209,009
80,000
395,000
31.12.22 31.12.21
£ £
105,991 105,991
31.12.22
£
-
1,585
7,011
1,727
10,323
£
395,000
31.12.21
£
329
60
6,323
2,489
9,201

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continued...

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Notes to the Financial Statements - continued For The Year Ended 31 December 2022

18. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

31.12.22 31.12.21
£ £
Trade creditors 15,473 17,251
Other creditors 8,893 11,174
24,366 28,425
19. MOVEMENT IN FUNDS
Net
movement At
At 1.1.22 in funds 31.12.22
£ £ £
Unrestricted funds
General fund 1,654,948 (43,399) 1,611,549
TOTAL FUNDS 1,654,948 (43,399) 1,611,549
Net movement in funds, included in the above are as follows:
Incoming Resources Gains and Movement
resources expended losses in funds
£ £ £ £
Unrestricted funds
General fund 84,882 (178,768) 50,487 (43,399)
TOTAL FUNDS 84,882 (178,768) 50,487 (43,399)
Comparatives for movement in funds
Net
movement At
At 1.1.21 in funds 31.12.21
£ £ £
Unrestricted funds
General fund 1,679,815 (24,867) 1,654,948
TOTAL FUNDS 1,679,815 (24,867) 1,654,948
Comparative net movement in funds, included in the above are as follows:
Incoming Resources Gains and Movement
resources expended losses in funds
£ £ £ £
Unrestricted funds
General fund 113,217 (154,130) 16,046 (24,867)
TOTAL FUNDS 113,217 (154,130) 16,046 (24,867)

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continued...

Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Notes to the Financial Statements - continued For The Year Ended 31 December 2022

19. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
TOTAL FUNDS
At 1.1.21
£
1,679,815
1,679,815
Net
movement
in funds
£
(68,266)
(68,266)
At
31.12.22
£
1,611,549
1,611,549

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Incoming Resources Gains and Movement
resources expended losses in funds
£ £ £ £
Unrestricted funds
General fund 198,099 (332,898) 66,533 (68,266)
TOTAL FUNDS 198,099 (332,898) 66,533 (68,266)

20. RELATED PARTY DISCLOSURES

During the year the charity did not have any expenditure with related parties. Last year there was expenditure with Woodside Animal Trust, a charity with trustee C Bowles in common, of £684 in relation to kennel fees.

There was a total of £401 received in donations from trustees. In 2021 total donations received from trustees in the year was £250.

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Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Detailed Statement of Financial Activities
For The Year Ended 31 December 2022
31.12.22 31.12.21
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Legacies 8,721 18,625
Gift aid income 34 -
Collection Boxes 23,218 24,134
Miscellaneous donations and collections 10,206 9,164
42,179 51,923
Other trading activities
Tavistock takings 6,621 13,657
Milehouse takings 7,837 7,153
Government grants - 14,765
14,458 35,575
Investment income
Rents received 18,583 17,318
Bank and Building Society Interest 6,423 6,847
25,006 24,165
Charitable activities
Homing fees 3,239 1,554
Total incoming resources 84,882 113,217
EXPENDITURE
Other trading activities
Rent and rates 2,717 6,869
Insurance 1,116 992
Building repairs 1,944 7,096
Light and heat 2,087 841
Bad debts 147 -
8,011 15,798
Investment management costs
Light and heat 275 (284)
Administrative expenses 2,345 1,874
Property repairs 3,262 2,216
Investment management charges 1,574 4,545
7,456 8,351
Charitable activities
Contributions to RSPCA regional fund 28,219 22,050
Kennel fees and food 35,590 33,330
Veterinary fees 88,911 65,334
Donations - 2,000
Professional fees 212 -
Carried forward 152,932 122,714

This page does not form part of the statutory financial statements

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Royal Society for the Prevention of Cruelty to Animals Plymouth & South West Devon Branch

Detailed Statement of Financial Activities
For The Year Ended 31 December 2022
31.12.22 31.12.21
£ £
Charitable activities
Brought forward 152,932 122,714
Property management fees 70 -
153,002 122,714
Support costs
Management
Bookkeeping services 1,210 1,398
Depreciation and write offs 1,103 1,105
Sundry 3,705 1,511
Telephone 1,077 913
Postage and stationery 79 80
7,174 5,007
Governance costs
Independent examination 1,560 1,050
Accountancy 1,565 1,210
3,125 2,260
Total resources expended 178,768 154,130
Net expenditure before gains and losses (93,886) (40,913)
Realised recognised gains and losses
Realised gains/(losses) on fixed asset
investments (5,399) (4,768)
Net expenditure (99,285) (45,681)

This page does not form part of the statutory financial statements

Page 19