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2021-12-31-accounts

Reports
Referenceandadministrativedetails
ofthecharity,itstrusteesandadvisers 1
Trustees'report 3
Independentauditor'sreport 26

Accounts
Consolidatedstatementof
financialactivities 31
Charitystatementoffinancialactivities 32
Balancesheets 33
Statementofcashflows 34
Principalaccountingpolicies 36
Notestotheaccounts 44
Trustees RevJamesGerrardBriodySDB
RevAnthonyFrancisFernandesSDB
RevJamesRobertGardnerSDB
RevSajuJohnSDB
RevMartinGerardPoulsomSDB
RevJakubWojciechRuszniakSDB
Custodiantrustee S.D.B.TrusteesLimited
Registeredoffice SalesianProvincialOffice
ThornleighHouse
SharpiesPark
Bolton
BL16PQ
Telephone 01204600720
Facsimile 01204309874
Website www.salesians.org.uk
CharityRegistrationNumbers
EnglandandWales 233779
Scotland SC039294
Auditor BuzzacottLLP
130WoodStreet
London
EC2V6DL
Bankers RoyalBankofScotlandplc
StAnnSquareBranch
StAnnStreet
POBox320
Manchester
M602SS
Investmentmanagers RathbonesInvestmentManagementLimited
8FinsburyCircus
London
EC2M7AZ
AberdeenCapital
BowBellsHouse
1BreadStreet
London
EC4M9HH
CazenoveCapital
Schroder&Co.Limited
1LondonWallPlace
EC2Y5AU
Solicitors AddleshawGoddardLLP
OneStPeter'sSquare
Manchester
M23DE

16th July 2022

26th July 2022

Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Notes
Income
Donationsandlegacies 1 1,707,981 458,567 2,166,548 867,912 497,406 1,365,318
Othertradingactivities 2 45,349 45,349 30,192 30,192
Investmentincomeandinterest
receivable 3 1,271,533 1,271,533 1,161,982 1,161,982
Incomefromcharitableactivities 4 8,832,563 8,832,563 9,245,207 17,000 9,262,207
Otherincome:
.Surplusondisposals 5 348,273 348,273
.CoronavirusJobRetentionScheme
andsimilargrants 72,126 72,126 76,701 76,701
.Othergovernmentgrants 43,575 43,575
.Foreign exchangegains 20,978 20,978
.Miscellaneous 7,223 7,223 10,833 10,833
Totalincome 11,980,350 458,567 12,438,917 11,762,078 514,406 12,276,484
Expenditure
Raisingfunds
.Investmentmanagementcosts 185,861 185,861 165,415 165,415
.Rentalpropertyexpenses 6,027 6,027 10,512 10,512
.Interestpayable 2,227 2,227 3,782 3,782
Charitableactivities
.Donationsandsupportofoverseas
missions 6 7,045 275,729 282,774 23,565 725,643 749,208
.SalesianCollegeFarnborough 7 7,641,699 7,641,699 7,857,568 7,857,568
.SavioHouseRetreatCentre,
Bollington 8 438,116 438,116 468,985 468,985
.Ministryofthemembersofthe
Congregationandtheirsupport 9 2,171,087 - 2,171,087 2,191,502 - 2,191,502
.Publicityandpromotion 10 213,640 - 213,640 281,908 - 281,908
Otherexpenditure 27,123 - 27,123 8,102 - 8,102
Totalexpenditure 10,692,825 275,729 10,968,554 11,011,339 725,643 11,736,982
Netincome(expenditure)before
netgains(losses)oninvestments 1,287,525 182,838 1,470,363 750,739 (211,237) 539,502
Netgains(losses)oninvestments 17 4,191,260 4,191,260 (150,758) (150,758)
Netincome(expenditure) 13 5,478,785 182,838 5,661,623 599,981 (211,237) 388,744
Transferbetweenfunds (318,597) 318,597
Netmovementinfunds 5,160,188 501,435 5,661,623 599,981 (211,237) 388,744
Fundsreconciliation:
Balancesbroughtforward
at1January2021 65,065,470 841,863 65,907,333 64,465,489 1,053,100 65,518,589
Balancescarriedforward
at31December2021 70,225,658 1,343,298 71,568,956 65,065,470 841,863 65,907,333

Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Notes £ £ £ £ £ £
Income
Donationsandlegacies 1 1,724,670 458,567 2,183,237 884,061 497,406 1,381,467
Othertradingactivities 2 45,349 - 45,349 30,192 - 30,192
Investmentincomeandinterest
receivable 3 1,566,090 - 1,566,090 1,424,586 - 1,424,586
Incomefromcharitableactivities 4 77,785 77,785 71,384 - 71,384
Otherincome:
.Surplusondisposals 5 - - 348,273 - 348,273
.CoronavirusJobRetentionScheme
andsimilargrants 72,126 - 72,126 76,701 - 76,701
.Othergovernmentgrants 43,575 43,575
.Foreign exchangegains 20,978 - 20,978
Totalincome 3,529,595 458,567 3,988,162 2,856,175 497,406 3,353,581
Expenditure
Raisingfunds
.Investmentmanagementcosts 177,728 - 177,728 159,753 - 159,753
.Rentalpropertyexpenses 6,027 - 6,027 10,512 - 10,512
.Interestpayable 2,227 2,227 3,782 - 3,782
Charitableactivities
.Donationsandsupportofoverseas
missions 6 7,045 275,729 282,774 23,565 725,643 749,208
.SalesianCollegeFarnborough 7 47,061 - 47,061 47,061 - 47,061
.SavioHouseRetreatCentre,
Bollington 8 438,116 - 438,116 468,985 - 468,985
.Ministryofthemembersofthe
Congregationandtheirsupport 9 2,171,087 - 2,171,087 2,191,502 2,191,502
.Publicityandpromotion 10 213,640 - 213,640 281,908 281,908
Otherexpenditure 27,123 - 27,123 8,102 - 8,102
Totalexpenditure 3,090,054 275,729 3,365,783 3,195,170 725,643 3,920,813
Netincome(expenditure)before
netgains(losses)oninvestments 439,541 182,838 622,379 (338,995) (228,237) (567,232)
Netgains(losses)oninvestments 17 4,068,929 - 4,068,929 (206,438) - (206,438)
Netincome(expenditure) 13 4,508,470 182,838 4,691,308 (545,433) (228,237) (773,670)
Transferbetweenfunds (318,597)
318,597
Netmovementinfunds 4,189,873 501,435 4,691,308 (545,433) (228,237) (773,670)
Fundsreconciliation:
Balancesbroughtforward
at1January2021 58,736,234 807,355 59,543,589 59,281,667 1,035,592 60,317,259
Balancescarriedforward
at31December2021 62,926,107 1,308,790 64,234,897 58,736,234 807,355 59,543,589

16th July 2022

2021 2020
Notes £ £
Cashflowsfromoperatingactivities:
Netcashprovided(usedin)byoperatingactivities A 525,562 (467,594)
Cashflowsfrominvestingactivities:
Investmentincomeandinterestreceived 1,271,533 1,161,982
Proceedsfromthedisposaloftangiblefixedassets - 400,000
Purchaseoftangiblefixedassets (186,638) (107,101)
Proceedsfromthedisposalofinvestments 19,508,874 7,349,949
Purchaseofinvestments (17,685,254) (8,765,690)
Netcashprovidedbyinvestingactivities 2,908,515 39,140
Cashflowsfromfinancingactivities:
Repaymentsofborrowing (314,849) (306,847)
Netcashusedinfinancingactivities (314,849) (306,847)
Changeincashandcashequivalentsintheyear 3,119,228 (735,301)
Cashandcashequivalentsat1January2021 B
3,590,909
4,326,210
Cashandcashequivalentsat31December2021 B
6,710,137
3,590,909
Reconciliationofnetmovementinfundstonetcashprovidedby(us edin)operat ingactivities
2021 2020
c £
Netmovementinfunds(asperthestatementoffinancialactivities) 5,661,623 388,744
Adjustmentsfor:
Depreciationcharge 706,281 712,184
(Gains)lossesoninvestments (4,191,260) 201,118
Surplusondisposaloftangiblefixedassets (346,496)
Investmentincomeandinterestreceivable (1,271,533) (1,161,982)
Increaseinstock (4,446) (21,343)
(Increase)decreaseindebtors (790,962) 201,312
Increase(decrease)increditors 415,859 (441,131)
Netcashprovidedby(usedin)operatingactivities 525,562 (467,594)

OtherNon-
cash
2020 CashFlows movements 2021
£ £ £ £
Cashandcashequivalents
Cashatbankandinhand 2,986,184 1,668,898 - 4,655,082
Cashheldbyinvestmentmanagers 604,725 1,450,330 - 2,055,055
Totalcashandcashequivalents 3,590,909 3,119,228 6,710,137
Borrowings
Loansduewithinoneyear (368,348) 314,849 (111,722) (165,221)
Loansdueaftermorethanoneyear (111,722) - 111,722
Totalborrowings (480,070) 314,849 - (165,221)
TotalNetDebt 3,110,839 3,434,077 - 6,544,916

Donationsandlegacie s
Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Groupandcharity £ £ £ £ £ £
Salariesandpensionsof
individualreligiousreceived
underGiftAidordeedof
covenant 710,273 - 710,273 755,484 - 755,484
Legacies 802,863 15,841 818,704 11,095 175,670 186,765
Massofferings,stolefees
andclergyofferings 58,413 - 58,413 39,340 - 39,340
Otherdonations 153,121 442,726 595,847 78,142 321,736 399,878
Charitytotal 1,724,670 458,567 2,183,237 884,061 497,406 1,381,467
Less:Farnboroughsalaries (16,689) - (16,689) (16,149) - (16,149)
Grouptotal 1,707,981 458,567 2,166,548 867,912 497,406 1,365,318

Othertradingactivit ies
Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Groupandcharity £ £ £ £ £ £
Publicationsales 45,199 - 45,199 29,984 29,984
Otherreceipts 150 - 150 208 - 208
Total 45,349 - 45,349 30,192 - 30,192

Investmentincomean dinterestr eceivable
Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Groupandcharity £ £ £ £ £ £
ListedonUKStock
Exchange
.UKfixedinterest 149,973 149,973 222,151 - 222,151
.UKequities 1,075,527 1,075,527 882,535 882,535
.Otherinvestmentincome 770 770 1,075 1,075
1,226,270 1,226,270 1,105,761 1,105,761
Incomefrominvestment
property
.Rent 37,251 37,251 42,522 42,522
Interestreceivable
.Bankinterest 3,287 3,287 12,385 12,385
.Cashheldbyinvestment
managers 4,725 4,725 1,314 1,314
8,012 8,012 13,699 13,699
Grouptotal 1,271,533 -- 1,271,533 1,161,982 1,161,982
Less:Interestreceivedby
SalesianCollege
FarnboroughLimited (2,323) (2,323) (10,759) (10,759)
Less:Dividendsreceivedby
SalesianCollege
FarnboroughLimited (39,262) (39,262) (25,506) (25,506)
Add:Interestpaidfrom
SalesianCollege
FarnboroughLimited 2,459 2,459 4,496 4,496
Add:Rentspaidfrom
SalesianCollege
FarnboroughLimited 333,683 333,683 294,373 294,373
Charitytotal 1,566,090 1,566,090 1,424,586 1,424,586

Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Group £ £ £ £ £ £
SalesianCollege
Farnboroughfeesand
relatedcharges 8,754,778 - 8,754,778 9,173,823 17,000 9,190,823
Retreatcentrecommunity
andyouthworkincome 77,785 - 77,785 71,384 - 71,384
Total 8,832,563 - 8,832,563 9,245,207 17,000 9,262,207
Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Charity £ £ £ £ £ £
Retreatcentrecommunity
andyouthworkincome 77,785 - 77,785 71,384 - 71,384

Surplusondisposals
Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Groupandcharity £ £ £ £ £ £
Surplusondisposalof
tangiblefixedassets—
freeholdlandandbuildings 348,273 348,273
Groupandcharitytotal 348,273 348,273
Donationsandsupport ofoverseasmissions
Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Groupandcharity £ £ £ £ £ £
Missionaryworkofthe
Congregation
abroad 275,729 275,729 725,643 725,643
Donationstoother
organisations(seebelow) 7,045 7,045 23,565 23,565
7,045 275,729 282,774 23,565 725,643 749,208

Duringtheyeardonation scompris ed:
Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Groupandcharity £ £ £ £ £ £
SavioSalesianCollege 7,500 7,500
SalesianCollegeThornleigh 3,000 3,000 4,050 4,050
Otherdonationsunder
£1,000 4,045 4,045 2,015 2,015
Donationstoindividuals 10,000 - 10,000
7,045 7,045 23,565 23,565

SalesianCollegeFarnb orough
Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Group £ £ £ £ £ £
Teachingcosts 3,778,243 3,778,243 3,693,281 3,693,281
Financecosts 9,199 9,199 17,144 17,144
Premises 1,110,900 - 1,110,900 1,098,281 1,098,281
AdministrationoftheCollege 2,089,650 2,089,650 2,404,081 2,404,081
Marketingandpublicity 20,589 20,589 15,806 15,806
Bursariesgranted 633,118 633,118 628,975 628,975
7,641,699 7,641,699 7,857,568 7,857,568
Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Charity £ £ £ £ £ £
Premises 47,061 - 47,061 47,061 - 47,061

SavioHouseRetreatC entre,Bol lington
Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Groupandcharity £ £ £ £ £ £
Staffcosts 164,561 - 164,561 171,152 - 171,152
Premises 91,087 - 91,087 132,735 - 132,735
Operationalcosts 57,664 - 57,664 45,360 - 45,360
Administrationoftheretreat
centre 124,804 - 124,804 119,738 - 119,738
Groupandcharitytotal 438,116 - 438,116 468,985 - 468,985
Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Groupandcharity £ £ £ £ £ £
Staffcosts 446,889 - 446,889 470,114 - 470,114
Members'livingand
personalexpenses 619,748 - 619,748 581,213 - 581,213
Premises 771,371 - 771,371 785,211 - 785,211
Education,trainingand
spiritualrenewal 72,636 72,636 119,699 - 119,699
AllocationofProvincialoffice
overheads(note12) 260,443 - 260,443 235,265 - 235,265
Groupandcharitytotal 2,171,087 - 2,171,087 2,191,502 - 2,191,502

Publicityandpromoti on:costso fgoodssol dandoth ercosts
Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Groupandcharity £ £ £ £ £ £
Publicationandothercosts 213,640 - 213,640 281,908 - 281,908

Governancecosts
Un- Total Un- Total
restricted Restricted funds restricted Restricted funds
funds funds 2021 funds funds 2020
Groupandcharity £ £ £ £ £ £
Auditor'sremuneration 24,100 - 24,100 21,100 - 21,100

Supportof
members
Savio ofthe
House Congre-
Retreat gation Publicity
Centre, andtheir and Total Basisof
Bollington ministry promotion 2021 apportion-
Groupandcharity £ £ £ £ ment
Staffcosts 20,893 66,161 6,964 94,018
Officerunningcosts 7,870 24,923 2,623 35,416
Administration
Travellingexpenses
1,766
869
5,592
2,752
589
290
7,947
3,911
Per
full-time
Professionalfees 34,681 109,823 11,560 156,064 equivalent
Vehicleleasing 1,417 4,488 472 6,377 employees
IrrecoverableVAT 9,393 29,745 3,131 42,269
Governancecosts(note11) 5,356 16,959 1,785 24,100
Groupandcharitytotal 82,245 260,443 27,414 370,102
Supportof
members
Savio ofthe
House Congre-
Retreat gation Publicity
Centre, andtheir and Total Basisof
Bollington ministry promotion 2020 apportion-
Groupandcharity £ £ £ £ ment
Staffcosts 18,724 53,496 8,024 80,244
Officerunningcosts 12,673 36,209 5,431 54,313
Administration
Travellingexpenses
4,450
1,788
12,715
5,108
1,907
766
19,072
7,662
Per
full-time
Professionalfees 25,299 72,282 10,842 108,423 equivalent
Vehicleleasing 6,367 18,193 2,729 27,289 employees
IrrecoverableVAT 8,118 23,195 3,479 34,792
Governancecosts(note11) 4,923 14,067 2,110 21,100
Group andcharitytotal 82,342 235,265 35,288 352,895

Netincome(expenditure)andnet
Thisisstatedaftercharging:
movementinfu nds
Group Group Charity Charity
Total Total Total Total
2021 2020 2021 2020
£ £ £ £
Staffcosts(note14) 5,502,961 5,532,729 773,056 867,380
Auditor'sandcomponentauditor's
remuneration
.Statutoryaudit—groupaccounts 18,600 16,600 18,600 16,600
.SalesianCollegeFarnborough 17,824 10,020 5,500 4,500
Depreciation 706,281 712,184 408,205 408,205
Operatingleaserentals 98,864 67,428 98,864 67,428

Staffcostsandtrustees'remuneration
2021 2020
Group £ £
Staffcostsduringtheyearwereasfollows:
Wagesandsalaries 4,335,418 4,386,197
Socialsecuritycosts 435,601 426,877
Otherpensioncosts 731,942 719,655
5,502,961 5,532,729
2021 2020
Group £ £
Staffcostsperfunctionwereasfollows:
Publicityandpromotion 65,739 79,828
Youthwork 1,849 66,042
SalesianCollegeFarnborough 4,729,905 4,665,349
SavioHouseRetreatCentre,Bollington 164,561 171,152
SupportofthemembersoftheCongregationandtheirministry 446,889 470,114
Support(note12) 94,018 80,244
5,502,961 5,532,729
2021 2020
Charity £ £
Staffcostsduringtheyearwereasfollows:
Wagesandsalaries 676,032 768,111
Socialsecuritycosts 63,946 63,946
Otherpensioncosts 33,078 35,323
773,056 867,380
2021 2020
Charity £ £
Staffcostsperfunctionwereasfollows:
Publicityandpromotion 65,739 79,828
Youthwork 1,849 66,042
SavioHouseRetreatCentre,Bollington 164,561 171,152
SupportofthemembersoftheCongregationandtheirministry 446,889 470,114
Support(note12) 94,018 80,244
773,056 867,380
Groupandcharity 2021 2020
£60,000to£69,999 1 -
£70,000to£79,999 2 2
£80,000to£89,999 1 1
£90,000to£99,999 - 1
£100,000to£109,999 1 -

Theaveragenumberofemployeesd uringtheyearwasa sfollows:
Group Charity
2021 2020 2021 2020
Publicationsandpromotion 2 3 2 3
Provisionofeducation 100 100
RetreatCentre 6 7 6 7
Supportofthemembersofthe
Congregation
25 27 25 27
133 137 33 37

Tangiblefixedassets
Freehold Computers
landand and Motor
buildings equipment vehicles Total
Group £ £ £ £
Costorvaluation
At1January2021 31,350,059 2,350,339 144,415 33,844,813
Additions (9,026) 195,664 - 186,638
Disposals (13,101) (13,101)
At31December2021 31,341,033 2,546,003 131,314 34,018,350
Atcost 22,185,680 2,546,003 131,314 24,862,997
Atdeemedcost 9,155,353 - - 9,155,353
31,341,033 2,546,003 131,314 34,018,350
Depreciation
At1January2021 5,874,528 2,017,102 143,182 8,034,812
Chargeforyear 591,113 113,935 1,233 706,281
Eliminatedondisposals - (13,101) (13,101)
At31December2021 6,465,641 2,131,037 131,314 8,727,992
Netbookvalues
At31December2021 24,875,392 414,966 - 25,290,358
At31December2020 25,475,531 333,237 1,233 25,810,001
Freehold
landand
buildings
Charity £
Costorvaluation
At1January2021and31December2021 25,513,231
Atcost 16,357,878
Atdeemedcost 9,155,353
25,513,231
Depreciation
At1January2021 4,658,218
Chargeforyear 408,205
Eliminatedondisposals -
At31December2021 5,066,423
Netbookvalues
At31December2021 20,446,808
At31December2020 20,855,013

At31December2021investmentscomprised:
2021 2020
Groupandcharity £ £
Freeholdinvestmentproperty(seea.below) 2,325,000 2,325,000
Listedinvestmentsandcashheldforre-investment(seeb.below)
.InvestecWealth&InvestmentLimited 416,184 8,376,938
.AberdeenCapitalLimited 8,659,491
.BrewinDolphinLimited 8,659,708
.CazenoveCapital 9,406,069
RathboneInvestmentManagementLimited(charity) 20,600,067 18,380,979
.RathboneInvestmentManagementLimited(Salesian College
FarnboroughLimited)) 1,028,980 875,196
40,110,791 36,292,821
Grouptotal 42,435,791 38,617,821
Less:RathboneInvestmentManagementLimited(SalesianCollege
FarnboroughLimited) (1,028,980) (875,196)
Charitytotal 41,406,811 37,742,625

a.
Freeholdinvestmentproperty
2021 2020
Groupandcharity
Marketvalueat1January2021and31December2021 2,325,000 2,325,000

b.Listedinvestments
2021 2020
Groupandcharity £ £
Listedinvestments(InvestecWealth&InvestmentLimited)
Marketvalueat1January2021 8,274,319 8,643,656
Additionsatcost 508,215 2,642,128
Disposalsatopeningbookvalue(realisegainsof£151,743) (1,877,994) (2,900,053)
Netunrealisedinvestmentlosses (111,412)
InvestmentstransferredtoAberdeenCapitalLimited (6,904,540)
Marketvalueat31December2021 - 8,274,319
Cashheldinshorttermdepositsandbyinvestmentmanagers 416,184 102,619
416,184 8,376,938
Costoflistedinvestmentsat31December2021 7,402,028
2021 2020
Groupandcharity £ £
Listedinvestments(AberdeenCapitalLimited)
Marketvalueat1January2021
InvestmentstransferredfromInvestecWealth&InvestmentLimited 6,904,540
Additionsatcost 4,833,413
Disposalsatopeningbookvalue(realisedgainsof£303,257) (3,793,445)
Netunrealisedinvestmentgains 377,174
Marketvalueat31December2021 8,321,682
Cashheldinshorttermdepositsandbyinvestmentmanagers 337,809
8,659,491
Costoflistedinvestmentsat31December2021 7,754,085
2021 2020
Groupandcharity £ £
Listedinvestments(BrewinDolphinLimited)
Marketvalueat1January2021 8,535,839 7,521,058
Additionsatcost 1,483,201 2,704,224
Disposalsatopeningbookvalue(realisedgainsof£202,693) (4,272,780) (1,575,991)
Netunrealisedinvestmentlosses - (113,452)
InvestmentstransferredtoCazenoveCapital (5,746,260)
Marketvalueat31December2021 - 8,535,839
Cashheldinshorttermdepositsandbyinvestmentmanagers 123,869
- 8,659,708
Costoflistedinvestmentsat31December2021 7,732,045

b.Listedinvestments(continued)
2021 2020
Groupandcharity
Listedinvestments(CazenoveCapital)
Marketvalueat1January2021
InvestmentstransferredfromBrewinDolphinLimited 5,746,260
Additionsatcost 8,353,393
Disposalsatopeningbookvalue(realisedgainsof£521,966) (5,099,414)
Netunrealisedinvestmentgains 167,584
Marketvalueat31December2021 9,167,823
Cashheldinshorttermdepositsandbyinvestmentmanagers 238,246
9,406,069
Costoflistedinvestmentsat31December2021 8,967,469
2021 2020
Groupandcharity £ £
Listedinvestments(RathbonesInvestmentManagementLimited
(charity))
Marketvalueat1January2021 18,014,801 17,508,759
Additions 2,482,745 3,263,503
Disposalsatopeningbookvalue(realisedgainsof£222,735) (3,062,847) (2,553,154)
Netunrealisedinvestmentgains(losses) 2,121,777 (204,307)
Marketvalueat31December2021 19,556,476 18,014,801
Cashheldinshorttermdepositsandbyinvestmentmanagers 1,043,591 366,178
20,600,067 18,380,979
Costoflistedinvestmentsat31December2021 13,675,103 13,723,846
2021 2020
Group £ £
Listedinvestments(RathbonesInvestmentManagementLimited
(SalesianCollegeFarnboroughLimited))
Marketvalueat1January2021 863,137 800,000
Additions 24,287 155,835
Disposalsatopeningbookvalue(realisedlossesof£nil) (99,305)
Netunrealisedinvestmentgains 122,331 6,607
Marketvalueat31December2021 1,009,755 863,137
Cashheldinshorttermdepositsandbyinvestmentmanagers 19,225 12,059
1,028,980 875,196
Costoflistedinvestmentsat31December2021 854,584 825,185

Group Group Charity Charity
2021 2020 2021 2020
£
£

£

£
UKequities 19,481,250 16,389,360 18,995,370 15,981,817
UKfixedintereststocks 2,832,107 3,834,792 2,731,069 3,749,416
Overseasequities 10,732,097 11,507,741 10,398,586 11,270,457
Overseasfixedintereststocks 586,727 1,395,816 586,727 1,359,294
Alternatives 4,423,555 2,560,387 4,334,229 2,463,974
38,055,736 35,688,096 37,045,981 34,824,958
Debtors:amountsreceivableaftero neyear
Group Charity
2021 2020 2021 2020
£ £ £ £
AmountduefromtheRomanCatholic
ParishofBattersea 11,520 11,520
Debtors:amountsreceivablewithin oneyear
Group Charity
2021 2020 2021 2020
£ £ £ £
Educationfeesreceivable 17,030 40,459 - -
Sundrydebtors 33,678 76,631 31,320 73,872
Prepayments 458,701 146,342
Legaciesreceivable 556,505 - 556,505
LoantoSalesianCollegeFarnborough
Limited(seebelow) 52,500 105,000
1,065,914 263,432 640,325 178,872

Creditors:amountsfallingduewithin oneyear oneyear
Group Charity
2021 2020 2021 2020
£ £ £ £
Educationfeespaidinadvance 619,481 465,158
Bankoverdraftsandloans 111,721 262,348
Expensecreditors 329,793 146,319 3,568 8,184
Taxationandsocialsecurity 95,814 97,069
Loaninrespecttodevelopmentoffacilities
atSalesianCollege,Farnborough(see(a)
below) 52,500 105,000 52,500 105,000
Loaninrespecttodevelopmentofthe
communityhouse,Battersea(see(b)
below) 1,000 1,000 1,000 1,000
Hirepurchaseobligations 19,414
Othercreditors 334,352 139,392
Accruals 175,253 250,426 89,338 248,073
1,739,328 1,466,712 146,406 362,257

Creditors:amountsfallingdueaf teroneyear
Group Charity
2021 2020 2021 2020
£ £ £ £
Educationfeespaidinadvance 179,800 299,475
Bankoverdraftsandloans - 111,722
Hirepurchaseobligations 70,621
Othercreditors - 10,830 - -
250,421 422,027

At1 At31
January December
2021 Income Expenditure Transfers 2021
£ £ £ £ £
Overseasfunds 216,822 408,725 (225,970) 326,993 726,570
Bursaryfunds 34,508 - - - 34,508
Developmentfunds 36,340 47,342 (49,759) 33,923
Legacyfund 554,193 2,500 - (8,396) 548,297
GroupTotal 841,863 458,567 (275,729) 318,597 1,343,298
LessBursaryFunds
FarnboroughCollege (34,508) - - - (34,508)
Charitytotal 807,355 458,567 (275,729) 318,597 1,308,790
At1 At31
January December
2020 Income Expenditure Transfers 2020
£ £ £ £ £
Overseasfunds 550,533 331,792 (665,503) 216,822
Bursaryfunds 17,508 17,000 - 34,508
Developmentfunds 34,480 60,462 (58,602) 36,340
Legacyfund 450,579 105,152 (1,538) 554,193
GroupTotal 1,053,100 514,406 (725,643) -- 841,863
LessBursaryFunds
FarnboroughCollege (17,508) (17,000) - - (34,508)
Charitytotal 1,035,592 497,406 (725,643) - 807,355

Designatedfunds
At1 At31
January December
2021 Withdrawals Designations 2021
£ £ £ £
Ministryofthemembersofthe
Congregationandtheirsupportand
retirementfund 15,000,000 - 15,000,000
SavioHousesupportfund 10,000,000 - 10,000,000
Youthministryfund 5,000,000 - - 5,000,000
SalesianCollegeFarnboroughfund 6,329,236 8,925,917 (7,955,602) 7,299,551
Grouptotal 36,329,236 8,925,917 (7,955,602) 37,299,551
Less:SalesianCollegeFarnboroughfund (6,329,236) (8,925,917) 7,955,602 (7,299,551)
Charitytotal 30,000,000 30,000,000
At1 At31
January December
2020 Withdrawals Designations
2020
£ £ £ £
Ministryofthemembersofthe
Congregationandtheirsupportand
retirementfund 15,000,000 - 15,000,000
SavioHousesupport fund 10,000,000 - 10,000,000
Youthministryfund 5,000,000 - - 5,000,000
SalesianCollegeFarnboroughfund 5,183,822 (8,131,187) 9,276,601 6,329,236
Grouptotal 35,183,822 (8,131,187) 9,276,601 36,329,236
Less:SalesianCollegeFarnboroughfund (5,183,822) 8,131,187 (9,276,601) (6,329,236)
Charitytotal 30,000,000 30,000,000

Tangiblefixedassetsfund
Total Total
2021 2020
Groupandcharity £
£
At1January2021 20,855,013 21,231,251
Netmovementinyear (408,205) (376,238)
At31December2021 20,446,808 20,855,013

Analysisofnetassetsb etweenfunds
Tangible
fixed
General assets Designated Restricted Total
fund fund funds funds 2021
Group £ £
£
£ £
Fundbalancesat31
December 2021are
representedby:
Tangiblefixedassets - 20,446,808 4,843,550 - 25,290,358
Investments 11,406,811 - 31,028,980 - 42,435,791
Netcurrentassets 1,072,488 - 1,677,442 1,343,298 4,093,228
Creditors:amountsfalling
dueafteroneyear (250,421) (250,421)
Totalnetassets 12,479,299 20,446,808 37,299,551 1,343,298 71,568,956
Tangible
fixed
General assets Designated Restricted Total
fund fund funds funds 2020
Group £ £
£
£ £
Fundbalancesat31
December2020are
representedby:
Tangiblefixedassets 20,855,013 4,954,988 - 25,810,001
Investments 7,742,625 - 30,875,196 - 38,617,821
Netcurrentassets 138,596 921,079 841,863 1,901,538
Creditors:amountsfalling
dueafteroneyear (422,027) (422,027)
Totalnetassets 7,881,221 20,855,013 36,329,236 841,863 65,907,333

Analysisofnetassets betweenfunds (continued)
Tangible
fixed
General assets Designated Restricted Total
fund fund funds funds 2021
Charity £ £ £ £ £
Fundbalancesat31
December2021are
representedby:
Tangiblefixedassets - 20,446,808 - - 20,446,808
Investments 11,406,811 - 30,000,000 - 41,406,811
Netcurrentassets 1,072,488 - - 1,308,790 2,381,278
Totalnetassets 12,479,299 20,446,808 30,000,000 1,308,790 64,234,897
Tangible
fixed
General assets Designated Restricted Total
fund fund funds funds 2020
Charity £ £ £ £ £
Fundbalancesat31
December2020are
representedby:
Tangiblefixedassets 20,855,013 - 20,855,013
Investments 7,742,625 - 30,000,000 - 37,742,625
Netcurrentassets 138,596 - - 807,355 945,951
Totalnetassets 7,881,221 20,855,013 30,000,000 807,355 59,543,589
Thetotalunrealisedgains(losses)asat31December2021c
revaluationandareasfollows:
onstitutesmo vementson
2021 2020
Groupandcharity £ £
Unrealisedgainsincludedabove:
Ontangiblefixed assets* 7,322,276 7,184,842
Oninvestmentproperties* 2,325,000 2,325,000
Onlistedinvestments 6,804,495 5,967,040
Totalunrealisedgainsat31December2021 16,451,771 15,476,882
Reconciliationofmovementsinunrealisedgains
Unrealisedgainsat1January2021 15,476,882 16,032,907
Differencebetweenhistoricalcostrealisedgains/lossesonlisted
investmentsandtheactualrealisedgains/lossesthereoncalculatedon
therevaluedamounts (1,951,411) (6,607)
Unrealisedgains(losses)onlistedinvestmentsarisingintheyear 2,788,866 (422,564)
Differencebetweenthedepreciationchargebasedonhistoriccostand
thatbasedonthedeemedcost 137,434 (126,854)
Totalunrealisedgainsat31December2021 16,451,771 15,476,882

31 31
December December
2021 2020
£ £
Summarybalancesheet
Tangiblefixedassets 4,843,550 4,954,988
Investments 1,029,980 875,193
Debtors 478,089 273,725
Cashatbankandinhand 2,879,283 1,975,482
Creditors:amountsfallingduewithinoneyear (1,571,829) (1,220,355)
Creditors:amountsfallingdueaftermorethanoneyear (250,421) (422,027)
Netassetsandtotalfunds 7,408,652 6,437,006
Year Year
ended31 ended31
December December
2021 2020
£ £
Summaryofthestatementoffinancialactivities
Totalincome 8,926,247 9,287,608
Totalexpenditure (7,955,601) (8,125,525)
Netmovementinfunds 970,646 1,162,083
Fundbalancesbroughtforwardat1January2021 6,437,006 5,274,923
Fundbalances carriedforwardat31December2021 7,407,652 6,437,006

At31December2021thegroupandcharityhad
financeleasesasfollows:
totalcommitmentsunderno n-cancellable
Computer Equipment
2021 2020
Group £ £
Operatingleasecommitments:
Withinoneyear 19,414
Withintwotofiveyears 70,621
90,035

At31December2021thegroupandcharityha
operatingleasesasfollows:
dtotalcommitmentsundernon-cancellable dtotalcommitmentsundernon-cancellable
Motorvehiclesandother
2021 2020
Group £ £
Operatingleasecommitments:
Withinoneyear 119,768 156,673
Withintwotofiveyears 116,477 170,654
236,245 327,327
Motorvehicles
2021 2020
Charity £ £
Operatingleasecommitments:
Withinoneyear 68,154 68,154
Withintwotofiveyears 38,025 106,179
106,179 174,333