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2023-12-31-accounts

UNRESTRICTED GENERALFUND
f, 2023 gf, 2022
f,
RECEIPTS
Charitableactivities
Almshouse Residents'contributions
-Maintenance 52,286 46,503
ReadingRoom lettings 5,767 4,690
Coronavirus grant
58,053 51,193
Incomefrominvestments
Interest received 371 2t
Totalreceipts 58,424 51,214
PAYMENTS
Charitableactivities
Waterrates 937 692
Council tax 38 72
Insurance 1,752 1,731
Electricity 1,385 1,092
Gas 1,011 1,155
Telephone 847 s89
National Association ofAlmshouses 236 227
Maintenanceoflandand fences 3,676 10,500
Maintenanceof buildings 21,129 21,908
Administrationexpenses 445 r99
Amenityexpenses 786 455
Loaninterest 6,527 6,583
Communityalarunsystem 1,933 3,647
Charitable donations 2,350 2,250
43,052 51,100
Governancecosts
IndependentExaminer'sfee 969 921
Totalpayments 44,021 52,021

UNRESTRICTED GENERALFUND (continued)
2023 2022
f f
Excess/ (Deficit)ofincome over expenditure 14,403 (807)
Transferstodesignatedfunds (18,849) 3,000
NETSURPLUS/(DEFICIT) (4,446) (3,807)
Generalfund broughtforward 62,667 66,474
Generalfund carried forward f.58,22t f.62,667

Notes Notes 2023 2022
f, f, f f.
FIXEDASSETS
HousingProperties 7
Cost 329,971 329,971
Less:Housing AssociationGrant (248,434) (248,434)
81,537 81,537
Investments 8 319,181 297,422
400,718 378,959
CURRENTASSETS
f)ebtors
Cashatbankandinhand 9 153,878 l4l,62l
153,878 I4l,62l
CREDITORS:
Amountsfallingduewithinoneyear 1,831 1,719
NETCURRENTASSETS 152,047 139,902
TOTALASSETS LESSCURRENT
LIABILITIES 552,765 518,861
CRE,DITORS:
Amountsfallingdueafter more thanoneyear:
BCMGloballoan
10
66,663 67,345
f.486,I02 L451,576

Notes 2023 2022
f, f.
CAPITALANDRESERVES
Designatedreserves 11 427,880 388,847
Generalfund t2 44,030 49,098
Property account t2 14,r92 13,571
TOTALFUNDS t2 f.486,102 f.451,516

FIXEDASSETS 2023 2022
Housing Properties-Almshouses
Cost
AtI'tJaruary2023
and at31't December 2023 329,972 329,972
Less:Housing AssociationGrant
At1'tJanuary2023
and at31't December 2023 (248,434) (248,434)
Netbook value at 31't December2023 f 81,538 f81,538

8.INVESTMENTS 2023 2022
Quotedinvestments
Marketvalue broughtforward 297,423 292,737
Additions 3,000 3,000
Accumulatedincome 11,901 10,710
Netunrealised investment gain/(loss) 6,857 (9,025)
Marketvalueat31*December 2023 f319,181 f297,422
Historicalcost at31't December 2023 f92,l0l f89,101
9.CASHATBANK ANDINHAND 2023 2022
Barclays-BusinessPremiumaccount 30,000 40,000
Barclays- Communityaccount 15,178 10,197
Barclays(Abbotsfield)-Depositaccount 2,408 2,238
NationalSavings Investment account 14,074
Nationwideaccount 76,292 75,112
UnitedTrustBank 30,000
Cashinhand
f153,878 f.14r,62r

DESIGNATEDRESERVES DESIGNATEDRESERVES
CyclicalExtraordinaryAbbotsfield
MaintenanceRepairsAmenities
2023
Total
2022
Total
f, f
f,
f
*.
Balance broughtforward
89,187
292,4777,1,83388,847383,886
Transferfromincomeand
expenditureaccount
15,849
3,000 19,9493,000
Paymentsinyear
Interestanddividends
received
1,255
11,902
170
13,32710,987
Increase/(decrease)inunrealised
gain oninvestments
-
6,403
454
6,857(9,026)
Balance carriedforwardf,l\6,29l f313,782f7,807f,427,880 f388,847
ANALYSISOFNETASSETSBETWEENFUNDS
General
Fund
Property
Account
CyclicalExtraordinaryAbbotsfield2023
MaintenanceRepairsAmenitiesTotal
f
f.
f
f
f,
f
81,537
Tangible
fixedassets
-
81,537
lnvestments
-
313,782 5,399
319,181
Cash atbank
45,179
106,291 2,408
153,878
Currentassets
(682)
Currentliabilities(1,149)
(1,831)
(66,663)
Long termliabilities
(66,663)
f.44,030f.t4,t92 f.106,291f313,782 f7,807f.486,102