GoCQhJ FINANCIAL STATEMEpirs FOR THE YEAR EN[ 31 DECEMBER 2023
BurrERFIELD HOMES FINANCIALSTATEMEpirs FOR THE YEAR ENDED 310ECEMBER 2023 CONTENTS Indepdent examIn8 repcKt Statement of assets and Ilabiltt Receipts and payments Notes lo the accounts
FOR THE YEAR ENDED 31 DECEMBER 3)23 Chaffty Nwnbgr. 220 GÈFTrrn R NKLas Rswaix Prfndp•l Offl. 8uttw 39thrth H4n 8D17 k•r•: 45 Huslwgatè 801 1Nr Indewthnt A J Brorn FCA HD6 4JJ Publlc bpn Thè tNste88 ha LX)mpW duty 5&rm 1715) Lrf Ihe 2011 lo ha due ID put41e ben9fit gUlanCe Wy5h8d CqnmisthTlw Ihew re8 du
8UTfERFIELD HOMES TRUSTEES REPORT FOR THE YEAR ENDED 31 DECEMBER 2023 Actlvltl•s The charity has continued lo maintain the to a hh starKlard. and the eiderfy residents have been able to 8njoy aCefUl mpation. Reviow of the year Income for the year amounted to £29,W2 (2022: £29.892} before share sales. Expenditure before share pur¢hases totalled £20,37312022: £25.6891 leaving a cash surplus for the year of £5,119 (2022.. deficit £59n. The sL8tement of assets and liabilitss r#ywshows net assets of£541,044 {2022: £525.970). Investmont pollcy The chariW5 funds are hdd partly in bank and party in charity 1rNestml funds managed by CCLA and M&G Investments. Rgsoms policy The trustees consider that the prnnt18vel of reserves is required to erble the charity to maintain the propwties to a high standard. Approved on behalf oflhe trustees on 2025 by A Edwl¢k Trustee D Ja•per
BirrrERFIELD HOMES INDEPENDENT EXAMINERS REPORT FOR THE YEAR ENDED 31 DECEMBER 2023 I report to the trustees on my eInatIOn of thg acL¥Junts of Butterfld H¢yne5 (the CharÉiy) for the year eTed 31 Dmber 2023. Ra8ponslbllltlo5 and basi$ of roport As the tnjstees of the Charity you are responslble for the preparation of the acc(nts in accorda with the requirements of the Charities Act 2011 {kne ACV). I report in respect of my examination of the ChariV$ accounts carried out under 145 of the 2011 Act and In carying out my examination I have followed all Direction5 given by the Charity Commission under section 145(5Kb) of the Pd. Indepond•nt oxamlnerfs slatem•nt I have completed my examination. l (Thfimi that no material matters have cx>me to my atterrtion in eonneclion with the examination giwng me cause to belwe that in any mateflal respect.. actntIng record5 were not kept in respect ofthe Charity 85 required by section 130 ofthe the ac4>)unts do not accord with those rec4xds. I have no concerns and have come across m other matters in Inec1)n wlth the examination to vthich attention should b8 drawn in thi8 rewt in order to enable a proper understanding of the a¢counts to be reach1. A J Bro•nan FCA Birkby House 8irkby Lane BrighoLJse Westyorkshire H06 4JJ Dated". 8 April 2025
STATEIIENT OF ASSETS AIID UAW FOR THE YEAR EI&)ED 31 DECEMBER 2023 C¥¥lt at bk 158 2 w,rxiJ COIF c ChtIeS In¥wht FLnJ 3.122 shares- M&G 522,931 Totsl a819ts 541.044 525.970 RoprEenied trf.- G•n8ral fund:_ BrOut Tr8n8f8r fmm endowrn Cash movamont {see p8gè 5) ONKlen¢ts ve #nd rNeS 44.470 41828 5.119 119 (5971 Im185tm8nt sde pre•J5 In¢rea5elldecTr&g8) in valu• of Inv&1 I3,? 44.470 PrortY fund Surplus on Total as•ts ILJlllt 541.044 525.970 Appr(wl on behalf gf ts tru5taos cli A Edwldr Trustee
8irrrERFIELD HOMES RECEIPTSAND PAYMENTSACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2023 Incomo from resldents:. Resldent contributions 29.892 29,892 Gro88 Incom• 29,892 29.892 Inve*ment salo• proGoods Total re¢olpts 29,892 Ai Wages . seuetary Insurance Repairs and renewa$ Garden mainlenance Accountsncy. legal and professional feeg Sundry expenses Charitable d(K¢atths Subscfiptions Gr088 exyndfture 3.119 10.239 2,057 16,838 2.327 20.373 25,689 Purcha80 of InvKtmonts 4.8CKI Total payments 24,773 Netwh recolpts 5.119 (597) Cash fund8 broughtftyward 3.039 Cash funds ¢arrled foNRrd 8.1&8 3.039
BUTfERHELD HOMES NOTES TO THE ACCOUPITS FOR THE YEAR ENDED 31 DECEMBER 2023 Invosknorts CCLA- CO ¢harltl86 M&G ¢harfty Investmont multi asset fur fund Totsl Valuation brought fward Additional investrrwits purchased Investments sokl In¢reasel(deGrease) inyalue 39,991 42,931 4,519 119 5.373 5.436 49.764 3.122 52.886 Freehold Property At 19 November 2008. the BUtterfd Homes properties at The Grove, Baiklon were valued by Mr Clinton D Filzpatri¢k FRICS of Fitzpatrick Commercial Valuers of Brndfryd. The open market value at th time was assessed at £480,000. The trustees consider this value to still bo appropriate. 3 Aecouln9 Polldo8 The accwnts of the trusl are prepartrj on a reIpts and payments basis. 4 Trust3 Rernuneratlon & Rolatod PartyTrnnB•ns Wages of £3.119 (2022". £3.304) were paid in the year to Ms C Smith for secretarial and management servws. Ms C Smith was a trustee of the dwlty until 22 Juty 2020. arKI the granddaughter ofA Edck (trustee).