Reglstered Cblrity No . 213007
Reglstered CompAny No . 119509
THE GIVEN.WILSON INSTITtrrE
(A ¢(>mp8ny ]knilted by ¥uar4nt¢e)
ANNUAL REPORT AND FINANCL4L STATEMENTS
YEAR ENDED 31 DECEMBER 202

THE GIVEN-WILSON INSTITUTE
Contents
Page
Legal and Adrninistrlltive tnfomiation
R¢port of the Managem¢nt Committee
tndependont Examiner's Report
Statement of Financi•l Activities
B￿anCe Sheet
Notes forniing part of th¢ Financial SthtementB
8-14
SumDMry of Income and Exponditure Accoullts
Th¢8e pages do not fonn part of ¢he 8tstutory fjnancial ststem¢nts.

THE GIVEN-WILSON INSTITUTE
LEGAL AND ADMINISTRATIVE INFORMATION
Management Committee Nlembers
(rruiteel)
A J HclliaT
R Walmsley
Regi$teredlPrlncipal Office
Church Lcdge
Stmary's Road
Piaistow
London
E139AE
Reglstered Offlee
44154 Orsett Road
Grayy
E&%¢x
RM17 SED
Company Re¥lJtratlon l¥￿mber
119509 IEn8land and Wales)
Charlty Reglstratlon Number
213007
Aceounlants
Row18nd Hall
Chart¢red Certified Aoeounwits
44154 Orsett Ro
Grays
Essex
RM175ED
B4nker$
Barclays Bank Pl
29 Sia¢ion Road
Upminster
E85¢X
RJq14 2ST
InV￿lMent Managers
JMFinn&Co
4 Coleman Stre
London
EC2R STA
Solleltors
Pth¢rs Solicitors
Ascension Chambcrs
Fl¢rning Road
Chafford Hundred
Grays
Ess¢x
iIM16 6HH

THE GIVEI¥-WILSON INSTITUTE
REPORT OF THE MANAGEMENT COMMITTEE
ST
YEAR ENDED 31 DECEMBER 2023
The Committee pre&ent their staDJtory report with th¢ ￿¢ount5 of The Given-wilson ID5tiwt¢ for the year end¢d
31¥ Deccmber 2023. This report includes the directors report as required uod¢r Company Law.
The financial statements have been prepared in accordance with the accounting policies set oui in notes to the ae¢ounts
and comply with the charity's governing documenL the Charities Act 2011 and Accounting and Reporting by Charities..
Statement of Recomrnended Practice 2019 applicable to charilies preparing their accounts in accordance wilh the
Financial Reportin8 Standard applicable in the UK and Republic of Ireland published on 16 July 2014 las ameuded by
Update Bulletin I published on 2 F¢bTuary 2016}.
OWECTS AND ACTIVITIES
To provide a c¢nlral inst1w￿ with the objeei of improving the eODditions of life of and PToviding or assisting in Ihe
provisic>n Of facilities for recreation and other leisure IiTnc occupation for the inhabitants of Plaistow or for persons who
have need of such facilities by reason of their youth, old ag¢. infirnity or di84bl¢m¢nt, poverty or swial economic
circumstances.
The relief of poverty in general and in particular to a5SiSt p¢rsons who by r¢4son of old wg¢, infimiity. domestic distress
or other disability ore in need without limiiaiion thereof to provid¢ holidays for 5u¢h persons who ore unable to afford
the cost.
To provide a place of m¢¢ting for wny clubs OT societies (other than political) in Plaistow.
The continual maintenance and d¢v¢lopm¢nt of the propety known ag The Church Lodge owned by the Institute.
The 1rn8tees are currently reviewing the Charities, objective5 Wlth g vi¢w to potcntially clarifying the geographical ycope
gubjecl to further dialogue with legal advisors and the Charitie¥ Comrni5sion.
PROGRESS DUIUNG THE YEAR
The irusiees and chority volunteers have remained active during the period ond have maintained i programmc of ongoing
repairs to the charity'% freehold propcrties. The properties date from ihe 181h Cenwry and therefore require constant
rn8intenance as demonstrated by th¢ cost8 In¢u￿¢d during the year and previou8 periods.
Young pwple's activities have continu¢d where pos8ible during the year. Regular use of the hall has been sustained
during the year due to continued use by religious and sport8 groups, bu¢ other groups continued to be supported with free
access to facilitie8 a5 yet out fi￿er below in the ￿pOrt.
From lime to time the InsuNie provides firtancial support for Si Mary's Church, PIv4iStow. However, the church is not
well supported and the number of elderly people using the In8tilute's facilities i¥ also declining. The Insti￿le continues
¢0 support the local community by financially Supporting social fvnciions for ihe elderly residents.
Income frotn lodge renthi increased in the year due to a period of vacancy and refitrbishment in the prtor period.
PUBLIC BEf4EFIT
The charity wa¥ founded to give fJnan¢ial support and to supply facilities to help with the poor of Plai$tow. The ¢han'ty
prtsvides facilitics, at no charge, io Rainbows. Brownies, Guides. Cubs, Scouts and R8nger5. Financial support 18 also
given lo them. The Chority makes ad-hoc donations to local eharities at the discretion of the trustees after consideration
of the Charities wider objectives. The trns(ees have given regard to the Charity Commission's guidance to public benefit.
FINANCIAL REPORT FOR THE YEAR
A summary of th¢ results for the year is given ort page 6 of the ac¢ounts. The Committee consider8 the state of affairs to
b¢ &atisfa¢tory.

THE GIVEN-WILSON INSTITUTE
REPORT OF THE MANAGEMENT cOMMI￿EE
5T
YEAR EI¥DED 31 DECEMBER 2023
THE CHARITY'S ASSETS
Th¢re were no acquisitions or disp)sals of fixed as8ei8 during the year. Details aTe recorded in the notes to the accounts.
INVESTMENTS
The charity has a portfolio of investtnents with a rnarket valu¢ at 31° Dw¢mb¢r 2023 of £824,352 {2022 - £775,840).
During the year the charity used invetStm¢nt rnallag¢rs J M Finn & Co, 4 Col¢man str￿¢, London EC2R STA, who
operate within specific guidelines that are set out and regularly revi¢w¢d by the tru8t¢es. Th¢ inve8tTnent objectives are
to maximi8e iotal retum through a div¢rsifi¢d portfolio whilst providing th¢ r¢quir¢d level of inwm¢ advi¥ed by thc
trnstees from lime to time within a¢ceptabl¢ l¢v¢15 of risk. The value of invcstmcnts Improv￿ during the p¢riod due to
the reversed trend in equities following Rus8ia'8 invasion of Ukraine in the previous a¢couniing peri(yJ.
RESERVES POLICY
Reserveb at the ytar-end lotalled £882,852 (2022 - £902,232).
On an on¥oin8 basi$ and excluding re8tricted funds, Ihe tNstees aim to raise qufficient income to cover the resources
expended. Voluntary income is minimal and never adequate io cover annual running c08Lg and therefore the trustees
maintain an investment ponfolio to generaie investment income (o make up the Shortfall. A designated investment fund
has been yet Aside lo represent thi8 Portfolio. A fixed assei ￿nd ha8 also been designated to represent the exieni io which
funds have been invested in r￿ed asse￿.
It is the trusitts, inlentiort to main¢8in general fund8 r¢pre¥enling a¢ least two years, n¢)rn]al exp¢ndiwr¢.
RISK REVIEW
Th¢ Management Committee has conducted il& own review of the rnajor risks lo which the ¢hariLy is exposed Jnd has
¢%tabli5hed systems lo miiigate ihose riyks. Intemal risks have been ininitn1￿ed by ihe agreement and implementation of
rinancial coftirols covering lh¢ authorisa¢ion ofall paymenis and commiunenis made by the Lhariiy, These proLedures
arc reviewcd annually to ensure that ihey continue to meet the needs of the Ghariiy and iu consider whether any additional
risks have become appar¢rt¢.
The most significant ri8k lo th¢ Charity is ensuring ihai there are adequate plans for Continuity of Trusiee¥hip, especially
given thc agcing of the current Trus￿￿%. Subject to appropriate professional guidanc¢, thos¢ trustees are taking steps to
rationalis¢ th¢ charity's activities ￿ simplify Ihe operational complexilies and hopefully attract new Tru%tee$ who ¢4n
ary forword the Charity'8 good work for the next generation.
STRUCTURE, GOVERNANCK AND MANAGEMEIYT
Thc company was incorporated under number 119509 and is a re8151ered charity by number 213007. The chArity'$
principal address for ￿tiVIty 15 Church Lodge. St Mary's Road. Plai5tow, London E13 9AE.
The financial control is in the hand8 of thc trustee5 &11 of whotn take their responsibililics very seriously, and the daily
running of event8 15 largely in the hand5 of a team of voluntecr worker5. The trustee8 held two tTUStees' meetings durin8
th¢ year and the individual trustce8 frequently visited the Institute premiscs and met the v&riou& groups who use the hail.
New trnstee8 will nornially be known personally by existing trustees and must bc of a suttable charnctcr with a busin&ss
ba¢kground. New trnstees will be introduced to the work of the charity before 4cceptance of the position and will b¢
instrncted on the moral and legal duties of being a trnstee.
THE MA]¥AGEMENT COMMITTEE
The Management Committee members Consti￿te directors of the charity for the purp)ses of the Companies Aci 2006
and trustees of the charity for the purposes of charity legislation.
A third of the Man4g¢m¢nt Commtti¢e members must retire at the Annual Gencral Mcetin8 but tnay be reapwinted.
The following m¢mb¢rs w¢re in office at 3151 December 2023 and seryed throughout thc year..
MANAGEMENT COMMITTEE MELKBERS
A J Helliar (Chairman)
R Walmsley (Treasurer)
No Management Committee memberreceived anyremuneration orexpenses forservices as amemberof the Management
Committee 12022 - £Nil). No Management Committee member had any beneficial interesi in 8ny contraet with the
charity during the year.

THE GIVEIY-WILSOF4 INSTITUTE
REPORT OF THE MANAGEME￿ COMMITTEE
YEAR ENDED 31 DECFMBER 2023
SOLICITORS
Thc Charity's solicilors are Palmers Solicitors. Ascension Chambers, Fleming Road, Chafford Hulldred Grays, Essex,
RM16 6HH.
BANKERS
The charity banks with Barclays Bat]k Plc, 29 S¢aiion Road, Uprninst¢r, Ess¢x RM14 2ST.
ACCOUNTANTS
The accoun14nls arc Rowland Hall. Chartered Certified Aceountants, 44154 Or8ett Road, Grays, Essex RM17 5ED.
The ¢ornpuny h&4 thken advants¥e of th¢ small ¢ompanie5' exemption in preparing the report above.
Signed on beh￿f of the Management Comrnitt¢e
Mr R WAlmsley
Approved by the board on 23 May 2024

THE CIVEN-WILSON NSTfruTE
INDEPENDENT LXAMINER'S REPORT TO TFIE TRUSTEE
OF TIIK GIVEN-WILSON INSTITUTE
I report to the charity m￿reeS on my examination of the ￿cOunt8 of the company for the year ended 3 Ill December 2023
which are set out on pages 6 to 15.
RESPoNsIBIL￿lEs AND BASIS OF REPORT
As the charity trnS￿eS of the company (and Also tts directors for the purposes of company ]Rwl you are resTK)nsible for
Ihe preparation of the accounts in Accordance with the requirements of Èhe Companies Act 21X)6 ('the 2006 Act,).
Havmg satisfied myself thai the a￿oUn1S of the company are not required to be audited under Part 16 of th¢ 2006 Act
and 8reeligible for independent examil￿tion, I report in respect ofrny exatnination of yourcornpany's account8 &8 carried
out under Seclion 145 of ihe Charities Act 2011 {'Ihe 2011 Act'l. In carrying out my Ualllin￿I0n I h&ve followed thc
Directions given by the Charity Commission under section 145{5) (bl of the 2011 AGI.
INDEPENDENT E￿MINER's STATEMENT
I have completed my examination. I confinn thai no matters have wme to my attention in Cont￿ctIon with the
examination giving m¢ ¢au8¢ lo b¢li¢ve that in any material re$peet'.
Aceounting records were not kept in respect of the company as required by section 386 of the 2CK)6 A¢t: or
The aeeounts do not accord with thosc records,. or
The accounts dts not comply with thc accountin8 requirements of section 396 of the 2006 A¢t other than any
rcquirctnent that the accourtts ¥ive a 'inie atQ fair view, which is noi a matter cotLqidered as part of an independent
examination., or
The a¢¢ounts have not been prep8red in accordance with the rnethods and principleg of the Statement of
Recommended Practicc for accounting and rcÈy>rting by ¢harili¢8 lapplicable to ch￿itieS preparing their account8
in accordancc with the Financial Reporting Standard Applicable in the UK and Republic of Ireland IFRS 1021].
I h&ve rto cotteerns &rtd have come Acr0&4 no other matterg in connection with the examination io which attention 8hi)uld
be drawn irt this rqK)rt in order to enable a prnper understanding of the aceounts to be rea¢hed.
Dean Flood (FCCA}. Independent Examiner
Rowland Hall
44154 Orsett Road
Grdyy
Essex
PM175ED
23 May 2024

THE GIVEN-WILsof4 INSTITUTE
STA TEMENT OF FJNANflAI, AcT￿lTIEs
INCLUDING INCO￿lE AIND F.xP￿.IDITUR￿- ACCOU.YT
ST
FOR THE YEAR ENDED JI DECEMBER 2O23
To141
Unre5trlcted Unre&trlcted Unreitri¢ted Unrestrieied
Desi
Ge￿¢r&I
Funds
FMnd.f
2023
22
Noleg
Fun
INCOME AND ENDOWMENTS
Ineoming from donaiions and le8acie9
Charitabl¢ 4¢tivities.'
Holiday fund contribution
Other tradin8 aetivitie&'.
Rent of lodge
Hall hire
Investmenis
18,281
9.640
22.791
18,281
9,640
22,791
13.980
9,205
21,502
TOTAL IL¥COME AND ENL)OWMENTS
50,712
50,712
44,093
EXPENDITURE
Exp¢ndityTe on raising ￿nd8'.
Inv¢stm¢nl manag¢m¢nt costs
5.162
5.162
6,500
Expenditure on clwitable activities
102.290
102,290
43,423
TOTAL EXPENDITURE
107.452
107,452
49,983
Nei (expendiDJre)lineome before
investment gainsl(losses)
156,740)
(56,740>
fJ,290)
Net (lo¥ses)Igain8 on inve5tmentS
37.360
37,360
(84,970)
NET INCOME
37,360
(56,740)
119,380)
(90,260)
Transfers between funds
16
8,946
(8.946)
NET MOVEMENT IN FUNDS FOR THE YEAR
46,306
{65,686)
(19,3801
(90,200)
RECONCILIATION OF FUNDS
Total ￿ndS brougllt fonvard
812,822
89,410
902,232
992,498
Total fimds carried forward
859,128
23,724
882,¥S2
9Q2.232
The Statement of Financial Aciiviiies includes gains and losses ￿ognISed iti the year.
All income and expenditure derive from Continuing a¢tivities.

THE GIVEN-WILSON INSTITUTE
BALANCE SHEET
ST
AS AT 31 DECEMBER 2023
Nol¢s
2023
2022
FIXED ASSETS
Tangible Awets
InvestmenLg
34,776
824,352
36.982
775.840
12
859.128
812.822
CURRENT ASSETS
Debtors
Cash at Bank and in Hand
13
14
434
26.343
93,J33
26.777
93.133
CREDrroRS- 4rnounts falling due
within one year
A¢en￿lS
15
3.053
3.722
NET CURRENT ASSETS
23,724
89.4Jl
TOTAL ASSETS LESS CURRENT
LIABILITIES
882.852
902,232
REPRESENTED BY -
FUNDS AND RESERVES
Unrestricted Funds
Designated Funds
Fixed A88ei Fund
Inves¢ment Fund
16
34,776
824,352
30,982
775,840
859.128
812.822
89,411
GeA¢ral Fund
23,724
882,852
902.232
For the year endin8 31° December 2023 Ihe company was entitled th exemption from audil Under section 477 of the
Companies Aci 2006 relatin# io small companies.
Direetor8' responwbi1iti￿'.
The members have noi required the company to obtain an audit of its accounts for the year in qucstion in accordance
with section 476-
The dirtttors acknowledBe their regponsibAliti¢s for complying with the requirements of the Act with reSp￿t to
accountin8 records and the preparation of ￿￿oUnt$.
Thege accounts bave befflL prepared in ar¢ordartc¢ with the provi8ion$ applicable 10 the small coAnpanies' regime and in
ac¢ordanc¢ with FRS 102 SORP.
Approved and authori&ed for I￿lle by the Committee of Managernent on 23Tr1 May 2024 and signed on its behalf by
Mr R Walmsley
Reglstered Company No: 1195119

THE GIVEF4-WILSON INSTITUTE
NOTES FORMING PART OF THE FINANCIAL STATEMENTS
ST
FOR THE YEAR ENDED 31 DECEMBER 2023
ACCOUNTING POLICIES
B8&15 ofAecountlng
The Given-wilson Insiilute is a charitable company limited by Buarantee in the United Kingdom. The charity's
r¢gistered office is disclosed on page l of the fjn8llci￿ statementy.
Thc fjnancial Sta￿￿ents havc been prepared under the historictl cost convention with item5 recogni5ed ai cogt
or transaction value unless otherwise slated in the relevani nol¢s to these fjnancial sl&Lements. The financial
statements have been prepared in accordance with the Ststemen¢ of lie¢ommended Practice.. Accounting and
Reporting by Charities 2019 preparing their fllwjcial s¢atements in accordance with the Financial Reportin
Standard applicable in the UK and Republic of Ireland IFRS 102) issued on 16th July 2014 and Ihe Financial
Reporting Standard applicablc in the UK and Republic of Ireland IFRS 102) and with the Charities Act 2011.
The fit￿tial ytatetnents 4r¢ pr￿ar¢d in Stcrling which is the funciional currency of the ¢ntity. Monetary
amounts in these f￿ancIal $tal¢m¢n¢s are rounded io the nearest £.
The charity constitute¥ a public benefit ¢Dtity a8 defmed by FRS 102.
The tnAstee$ consider that there are no material uncertainlke8 about the clwity's ability to continue as a going
oncern. There are no significant areas of adjusttnent and key as¥umpLion5 that afYeeL itetns in the fmancial
$tat¢m¢nt8.
Ineome
Dividends and int¢r¢5t, including taxation deduC￿d ai 90urce ihercon. arc credited to the statement of firtancial
activities in the year to which they r¢14t¢. All othcr income is crediied when it is received. Rental income fro
the lodge is si&ied net of mana8ernent fees l¢vi¢d at 12.5Vn + VAT.
Rejourcei
Resourcey expended are recogntsed in the period in whi¢h they or¢ in¢urred. R¢8our¢¢8 expertded include
attributable VAT which cannot be reeovered.
of g¢nerating funds cnmprige, thp. r.n818 HA$nr,ioied wilh ArirAr,iin2 vnliiniHry in¢,nmf, And ihr, r.n81s nf
m&intaining the premises for fvndraiSin￿ pU4￿se. They also include costs incurred in the mana8ement of
the charity's portfolio of inyeslments.
Charitable ActLVlti¢s expendithre comprises those costs incurred by the charity in the delivery of its
aGliVi(ies and services for its beneficiaries. It includes both costs ihat con be allocated directly to such
activitÈe8 a[￿ th0￿ costs of aD indirect nature neceysary io support them.
Governance co¥ts include those costs agsocialed with meeting the constitutional and %t&tutory requirements
of the Charity and tnclude independent examinaiiort fees and costs linked to the Strategic m8nagement of
the ¢haTity.
All costs are allocated beNeen the expenditure eategories of the SOFA OD a b￿18 designed to reflect the
use of the resourcc. Costs relating to a particular activity are allocated ditECtly, other8 are apportioned on
an apprnpriate basis e.g. per fAPita or esiima(ed u8age as set out in Noie 5.

THE GIVEN-WILSON INSTITUTE
NOTES FORMING PART OF THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31ST DECEMBER 2023
ACCOUNTING POLICILS (¢ontlnu¢dl
T•ttglble Flxeil Assets
Significant fixed asset5 are Capi￿11*d and stated at cost.
Depreciation is provided at the following annual rates in order to write ofY¢ach 088et over its esiimaied useful
life..
Freehold Buildings
Land
FurniNre
20/0 on cost
No depreciation has been provided
IOQ/D on writien down v￿ue
IDvegtments
Investments are included on the Bal&nce Sheet at fair value (their markrt value) at the end of ¢he financial
period. Gains and losses are credited, or debiied, to the siatemeni of financial activities in the year in which
they artse.
Fund Accountln8
The general ￿nd comprises those monies which may be used toward¥ meetll￿ the charitsbl¢ objective5 of the
Ins¢ittLte at the discretion of the Management Committee.
The designated fundsare those fvnd8¢arniarkedby the Management C¢)mrni¢tee for $pe¢ifi¢ purpose8 although
the Management Committee may ultimalely use such fund8 for other purp05e$.
Both the gefter&l fund ond deyignhted funds are uttre8tricted.
There are no restricted fvnds in either the current or previous year.
Caih Flow
The charitable company qualifies as a 8rnall company and adY4ntag¢ been taken of the exemption provided
by the SORP (FRS1021 as amended by Bulletin I not to prepare a cayh flow st&tement.
Debtors
Trade and othcr debtors are recognised at the settlement amount duc atl¢r any trod¢ disoollnt offered.
PrepayTncnt5 4r¢ Valu￿ at th¢ Jtnounl pr¢paid net of any trad¢ disoounls du¢.
Credltor8
Creditors ar¢ r¢wgnised where the ¢harity B PTey¢nt obligation ruulting from a past event that will
probably r¢yult in the transfer of funds to a third party and the amount due tQ 8ettle th¢ obligation can be
measured or estimated reliably. Crediiors are normally recogni5ed at their settlement amount ?ft¢r allowing
for any trade di8counts due.
HALL HIRE
Plaistow Church of Christ
Parking Spaces
Karate Club
4.090
3.250
2.3(X
3.215
3.150
2.840
9,640
9,295

10
THE CIVEN-WILSON INSTITUTE
NOTES FORMING PART OF THE FTNANCIAL STATEMENTS
FOR THE YEAR ENDED 31ST DECEMBER 2023
INVESTMENT INCOME
2023
2022
Equities
InteTe8t on other Securities
22.791
21.502
22,791
21,502
Bank Interest
22,791
21.502
EXPENDITURE ON CHAIUTABLE ACTIVITIES
2023
022
Donation& and Grants Paid
Holiday8 and Outing8
SociAI Dinner8
Depreeiktion
Governonce C08L8
Support$ Co818
75.000
1.000
600
2.206
3,864
20.620
2,244
2.424
37,755
102,290
43,423
ANALYSIS OF GOVERNANCE AND SUPPORT COSTS
The charity initially identifiej ih¢ ¢oyt of its support func¢i¢)ns. It then identifie8 those coyts whi¢h rela¢¢ to th¢
govemance fimction. Refer to the tabl¢ below for the basis of ¥4PPOttionment and the analysis Qf Support and
governance costs.
Genernt
Governance
Basis of
rtionmeni
Salaries
LighL Heat and Raies
Buildings Insurance
Repairs and Maintenart¢e
Accountancy Fees
Legal and Profes%ional
Sundry Expen
Staff Time
Usage
Ugage
Usage
Governance
Usage
u￿ge
4,019
2,265
13.074
4,019
2,265
13,074
3.864
1.148
114
3.864
1,148
114
20,620
3,864
24.484

THE GIVEN-WILSOLY IIYSTITUTE
NOTES FORMING PART OF THE FIINANCIAL STATEMEIYTS
FOR THE YEAR ENDED 31%'1' DECEMBER 2023
DONATIONS AND GRANTS PAID
2023
2022
Guides, Scouts and Browni¢s
First Sieps
Briiiyh Legion
5.000
25,000
45.000
1,000
75,000
I,QfKJ
HOLIDAYS AND OUTINGS
2023
2022
Holidays
NET INCOMING RESOURCES FOR THE YEAR
2023
2022
This 18 Stated after charging..
Depreciaiion
Accounthnts Remuneration
2,206
3.864
2,244
2.424
STAFF COSTS AND NUMBERS
2023
2022
s￿ff costs during the year were as follows..
Wages and Salaries
2/iJ
2023
Number
2022
Nmmber
The average nurnber of part-time ¢mployee&, a[￿ly8ed by function was..
Support
No employee received emolument8 of more than £60,000.
No member of the Management Committee received any remuneration or expen5e8 in reypect of tbeir services as
member of the Management Committee during the year (2022 - £Nil).
10 TAXATIOL¥
Th¢ Given-WAlson Institute is a regrstered charity and therefore is not liable to corporntion tsx on ineome derived
from its charitable actlVLties as it falls within the various exemptions availablc to registered oharities. Althoug
bank interest is rtteived gro&% by the company, its dividend income 18 8ubjecL to (ax credits deducted at source and
such income i&Y Can no longer be rttovered by the company. As Such. the suffered is tr¢4ted in the Sta￿ment
of fjnancial activities a8 a cost of generaring funds.

12
THE GIVEN-WILSON INSTITUTE
L¥OTES FORMING PART OF THE FINAI¥CIAL STATEMENTS
SY
FOR THE YEAR ENDED 31 DECEMBER 2023
I I. TANGIBLE FIXED ASSETS
Fre¢bold
Land and
Furniture
Total
COST
At 111 J4nuary 2023
Additions
108,099
26.242
134.341
At 311t December 2023
108.099
26,242
134,341
DEPRECIATION
At I. January 2023
Charge for year
74,553
1,862
22,806
344
97,359
2.206
At 31° Decett)ber 2023
70,415
23,150
99,505
NET BOOK VALUES
At 3 December 2023
31,684
3,092
34,776
Ai 3111 D*¢¢mber 2022
33.J40
3,436
30, 982
All the a￿lS were used for Charitable purpffts. Any uge for management and admini$tra¢ive purpose8 is
insignificant and has been ignored.
The freehold land and buildings were last valued by an independent professional valuer, McDowalls sU￿ey0r6
Limited, in Mareh 2018. At ththi lime they VAlued the propeny ai £1,045,000, on an open mark#1 value in cuErent
use basi8.
12. INVESTMEL4TS
Market Value At I" January 2023
AdditLoll5
Disposals ot Book Value (Proceeds £41,326. Gain £1,333)
Net Inv¢sttllent (tA)ssesYGains
762.951
44.928
{39,993)
36,027
800.421
102.070
(105,642)
(93,904)
Markci Valu¢ at 31° Dcc¢mber 2023
Cash held by Investment Managers for R¢-inve5tm¢nl
803,913
20,439
702.951
J2,889
824,352
775,840
Listed investtnents held at 3151 December 2023 comprised the following..
Equities
Global Fixed Intere8t
803,913
20.439
674,903
88,048
824,352
762,951
All investsnenis were held within the United Kingdom.

THE GJVEN_WILSON IN
TITUTE
NOTES FORMINC PART OF THE FINANCIAL STATEME
EYE
StD
12. INVESTMENTS (Comtlmutd)
TheInsiitutc held thÈ followln8 iiivesin*tst$ in the ye21'.
Mark
Value
Markrt
Value
Cost
C05t
1.400
16.0
Baillie Giffotd &Co
BNV Newton
Con1￿$$ Group plc
CQS Ncw City Ytrid
Dia8¢
Éccl￿1￿511¢￿l Insurdnce Grtyjp
Exp¢rian P
Findlay Am¢rtcan USD
Fundgmith EQ
Gknxo$miihkline
Hglma
Hcnderyuns
J P MoT8on
Leyl and Genernl GTOUP
iKs8 Ma50n
Lindydl TNn
M¢r¢4niilc InvL¥iments TST PLC
NAiixi$ InV¢sirr￿￿ MaTrAg￿ S.A Loomi$
Nestle SA
PolBrCupital GlotrAI Fina￿1￿1¥
RELX PIG
Kio Tin
Rifcapital Pèrt
Royol ￿￿1¢h Sh¢ll T &T
SL'htoder Inv MRMI
sc￿liSh Mort
Scvetn Trrni
Smilh IDS)
Smith & Nephew
Stewart InvYslDrg Asia
T Bailcy Ewelllode Income
TR Eur(>Pfdn Tru
Tw¢nlyfour
Unilever
Unitthl Kingdom Tr￿ury
VodafomeGTOUP
22,917
28,283
25.312
34.627
23.￿6
23.276
21,420
16,705
24,015
22.523
28283
24.948
34,154
21.Q93
24,380
27.375
16.575
21.097
32.598
31.71K)
46,0th)
750
13,000
750
250
24.122
14.222
24.122
14222
19,474
22.197
14J26
15.787
¥.870
JO,853
22.628
14,907
19,474
22,197
14,326
15,787
8,870
30,853
22,69¥
14.Y(17
26.101
23.892
19,064
20,428
14.9)2
22.089
15,855
6.774
21,849
35,54Y
928
91K)
21.000
5,0
7,IfK)
22,CKM)
9.71
7,5
12.wo
250
12.4
800
450
20.556
24.42J
17,766
22,730
17,714
29.172
32,370
14.400
28,449
13.NB6
18,935
27,456
26.091
23.375
22.097
17,828
26,994
33.155
23.892
19.064
20,428
24,528
22,089
10.570
6,774
21.849
15.553
12.735
13J21
6,266
19,352
27,364
17,990
27,727
14.050
41205
22.754
1¥,526
24.880
26289
20.702
24.42Y
12220
20.21M)
19,343
20.589
21J70
950
30
2,500
750
6.700
2,non
1,800
13.000
13,600
12.735
18.070
6,266
19.352
16,995
17,862
27.727
14,050
24.747
1S.f4)J
21,541
17,649
31J¥3
20,128
22,922
14,637
33,600
22,236
350
25.0th1
15.60J
24,934
13,300
25,388
20.(￿0
7.919
C05h Hrkl
20,439
12.889
824 352
648 308

14
THE CIVEN-WILSON tNSTITUTE
NOTES FORMING PART OF THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31- DECEMBER 2023
13. DEBTORS
2023
2022
Ac¢Ned Iwom¢
434
14. CASH AT BANK
2023
2022
Bar¢l4ys Bank PIC
Current A¢¢ount
Business Tracker Account
Christmas Club Accounts
26,281
37
95,071
37
26,318
25
93.108
25
Cash in Hand
26,343
93.133
1 S. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2023
2022
Accruals
3.053
3, 722
16. DESIGNATED FUNDS
Reglixd
At
1112
Unr¢alis¢d
Profit on
osal8
Profit on
¢v¥lua¢io
At
It2llLfÉu 3111212
Investment Fund
Fixed Assel Fund
775,840
36,982
1,333
36,027
11,152
(2,2(16)
824,352
34,776
812,822
1,333
36,027
8,946
859,128
Inveslment Fund
Thi8 fund 18 maintained at a lev¢1 that represents stocks, shares and monies rwuired to generate iD¢ome during the
year.
Fixed Asset Fund
Thi5 repr¢s¢nts the net book value of tangible fixed assets.
17. ANALYSIS OF NET ASSETS BETWEEN FUNDS
General
Fund¥
Desigllated Re8trictrd
Fulld
Fl￿d5
Total
2023
Tangible A&sets
Investments
Cutrent A&scts
Crediturs.. a￿o￿llts fallfftg due within one year
34,776
824,352
34,776
824,352
26,777
(3,053)
26,777
(3,053)
23,724
859,128
882,852
18. GUARANTEES
The Institute is a Company limited by guwrontee and therefore does not have a share capital. In th¢ ¢v¢nt of it ￿Ing
wound up, the m3ximum liability of each tn¢mbK is £1.