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2021-03-31-accounts

Carol Truelove Nominated
Alison Naish Nominated
Brian Lightoller Co-opted
Joanna Roberts Co-opted
Andrew Naish Co-opted

General Permanent Total Total
Notes Funds Endowment 2021 2020
Inc me4E
diture
Incoming Resources
Rent receivable 24,147 24,147 20,559
Investment
income
34,660 34,660 33,979
Interest received 42 42 216
Total Incoming Resources 58849 58849 54 754
Resources Expended:
Direct Charitable
Expenditure
40,626 40,626 48,117
Property
Running
Costs
2,385 2,3$5 6,168
Management
and Administration
784 989
Total Resources Expended 43795 43 795 55
74
Net incoming
/ (outgoing) Resources for
the Year 15,054 15,054 (520)
Other Recognised Gains:
Unrealised
Gains / (Losses) on Investment
Assets 160033 43 191 203224 32 158
Net Movement
in Funds
175,087 43,191 218,27$ (32,678)
Fund Balances Brought Forward 273 534 957124 I 30658 I 63336
Fund Balance Carried Forward 448 621 1,000,315 I 448,936 1430,658

ALANCE SHEET ASAT31STMARCH 2021
Notes 2021 2020
FIXEDASSETS
Tangible fixed assets 4b 182,688 182,688
Investments 4aa 5 1 186669 983445
1,369,357 1,166,133
CURRENT ASSETS
Debtors 600 600
Cash at Banks 80 179 65 125
80779 65 725
CURRENT LIABILITIES
Sundry Creditors 7 1200 1 00
Net Current Assets 79579 64 525
TOTAL ASSETSLESSLIABILITIES 1448936 1230 658
Represented
by:
General Funds 448,621 273,534
Permanent
Endowment
1000315 957 124
1448936 1230658

ARITABLE ACTIVITIES
Purpose Number ofGrants Total Disbursed
2021 2020 2021 2020
Relief in Need
(Individuals) 23 18 9,851 7,540
(Institutions) 4 2 1,798 1,342
Relief in Sickness
(individuals) 300 137
(Institutions) 5,000 8,639
Promotion ofEducation
(Individuals) 7,519 9,791
(Institutions) 16158 20668
39 f40 626 &N 117

3. GOVERNANCE COSTS
2021 2020
Mana
ement dt
Administration
Office Costs 184 389
/
Audit Fees 600 600
8784 $989
4. FIXEDASSETINVESTMENTS
(a) 2021 2020
Market value at I"April 983,445 1,015,603
Net Unrealised gain / (loss) on Investments ~203
24
~32 15$
Market value at 31~March f.1 186669 f983445,
(b).Freehold Land k Buildings 6182,688 $182,688
5. INVESTMENT PORTFOLIO (at Market Value)
2021 2020
Permanent
Endowment:
COIF Charities Investment Fund Income Units 934,468 774,435
General Fund:
COIF Charities Investment Fund Income Units 252,201 209,010
Total Investments f1186669 8983445

2021 2020
Rent deposit fund 600

2021 2020
Audit fees 600 600
Rent deposit received 600
G 200 ~EI 00