OpenCharities

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2023-10-31-accounts

2023 2022
. Monetary Assets
Bank current account 30173 23763
NB&I Bank account 48642 48597
Cash in hands ofcommittees 20 20
Total 78835 72380
Other assets (non-endowed)r value at31October
M&G Smaller Companies
Fund
(10,733income units) 31228 34054
M&G Dividend
Fund (103,342 income units)
49924 51981
M&G Str. Corporate
Bond Fund
(32,284 income units) 19887 19774
Schroder Charity Equity Value Fund (14,709income units) 90669 57926
Schroder Charity Bond Fund (60,538income units) 0 31158
Renold pic (625 shares) 171 135
191879 195028
Schroders closed the Charity Bond Fund on 31 May 2023
and the units held were switched on May 18th 2023
to the SUTL Cazenove Charity Equity Value Fund Z Income
Change
in value 2021/22 to 2022/23 (unrealised
profit/loss) -3149
Non-Monetary
Assets
Permanent
Endowment
Land and buildings
at 14Altyre
Road, Croydon
(freehold
title vested
in
the Property Trustees)
Insured value: Building 1587845 1410164
Contents 209716 186083
1797561 1596247