OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2022-03-31-accounts

REGISTERED COMPANY NUMBER: 0•83S742 (EttglDd And Waki REGISTERED CHAIUTY NUMBER: 243585 REPORT OF THE TRusfEES AND FINANCL4L STATEmE￿rs FOR THE YEAR ENDED 31ST MARCH 2Q22 FOR THE ABBEYFIELD (STREATIIAK) SOCIETY LIMITED (A COMPANY LINIITED BY CUARANTEE Af4D NOT HAVING A SHARE CAPITAL) -.JAISEY & CO"(A¢cownt*iits) I Chrt¢rtd C¢rtifxd 2 Viuiers Court 40 Upper Mulgrav¢ Ro•d Snrrey . SM2 7AJ Created With Tiny Scanner

THE ABBEYFIELD IsfREATHAMI SOCIETY LTD IA COMPANY LIMITEDBY GUARANTEE AND NOTHAVING A SHARE CAPITALI CONTEfm OF THE FINANCIAL STATEMEIITS FOR THE YEAR E14DED31sf MARCH 20n Report ofiheTrtyets Indtpendeni Examh￿$Rtpfjrt Sfaiement OfFu￿￿1*1A￿1Vlllls Balats¢e Sh¢ti Nott5 to IheFmwialSlatemEnts Created With Tiny Scanner

THEABBEYFIELD IsfRFATHAM) SOCIErY LTD OiEGJSTEBID NUMBER: IXI83S742) IA COMPANY LThIITED BY GUARANfEE AND NOT HAVING A SHARE CAPITALI FORIHE YEAR ENDED 51￿ MARCH 2022 Thr trumees wqjo ajt alK¢ dirtciors of the chariiy for tl¢ purwxs of Ihe CotWi¢5 An 2(Kt6. weseni th¢tr report wilh the fjnanrial S￿leMents of the ctbarily for th yrar er¥kd 31.11 Marrh 2022. The injsiees have adop1￿ ihe PToviions ol Accounting and Retxjrting by c￿lI]es. SwEemEm ol RtrOn]E￿cD￿d Prxtice ar4)licable to ¢harili¢s preparing iheir accounts in xcotdJJxe with Ihe FIna￿l31 RepMinR st￿ applicable in ihe UK athl R¢public of Ireland IFRS 1021 lefferriir l January 2019 Objerti%e5 and alms Th¢ s￿iety is a Reg1￿cTed S(ti)l arf 45 5uth its PIE￿1￿1 ti¥ity is io provide accommtsjation for the lonel). arrtt acuir elderfy. in acc￿ with the aims aThl ￿ncipk￿ of the Abi%yfield &Kitry Limiid. The xiiviiy fa]Is 4.holly M'ithin ho￿e] hiwing actiVili¢SJ5deri￿d in the Housing Aa 1996. Publicbenetit Our main artlVLEÈes and 10 klp ort descriw brl¢)w. All (w clwiubk ￿1￿711¢5 focus on ihe provision of housin4p io the iwln¢r4ble andelderty. ACHtEVLIIETr41 AhT• PERFORWCE CharithbTe ac¢i%lties The uJiima aim of trcoti￿oi￿ct is wxhievehll occuF4ncy. which was hi¢%l forthe y¢arw Marrh 21 FLNAf1C￿L REv￿}y Pritid￿ fundingsour¢¢s The cha5ily Treeii'es 5ub5idi5ed rcnts rtDm ir5 7whith are $upplemeNed by hr￿SIng benefii. Where property is acquirtd. li h&$ himorically been done so Ulilising $￿i4] granis. Ih¢r¢ are pmeniial liabilities in ￿5p¢¢I or aynnE of S￿11] HousizL8 Grdnts (rnm the Hou%ing Co4xJrarion wt3]ling £282.7(h5 12021.. £282.706) in Ihc eveni ol th¢ P￿r￿ybe1ft8 SO Optrdtillg Review The f￿a￿laJ rcsujts for the year art sd oot th¢ S￿en￿nI of Fuwial xti¥itr5. ThE fuN￿Cial trt)slU￿ at the year4ndis shown in ¢he ba]ance 5he¢L The Commiiiee Memta5roDsidttthai sthteoftheaffair5 of thek<iety is satirfxw. li is the tKJlicy of the Ext￿live Commiiiee to maimain the reser¥e5 of the charity fty ¢wr¢ni and fuiuJe (h￿l￿b]e puryws. in keeping with the Soctay'5 aim5 aNI dFjethi¥es as a IKxrthng ￿l1¢y. These purw)ses I￿1￿Je planning for eip¢ndirure on upkttp aTrJ mainienarK¢ gf the Sttidy's W￿rtY 7w(xkins the ptsrchtse. esthlishmeni and siaffin% of a proposed Care Homc ￿ ttitrt¢ ￿[SOtl$ who need greaier ¢art iD¢luding. in appropriate exi51ing residents who would find it ¢ortvenien¢ 10 move on 10 a Care Horne wit￿￿j1 break of conlinuiiy. The ExecuiL%E Commiiiee nb)n1torW￿ ￿viEw thts ￿lIcY from lime 10 iirne. HrAtsiDg Properlies In March 2022, Ihe Execuiive Committtt had theTropw ttvalttd byoaks Estsr¢ Ascnts. li was val￿d ai £1.3Y5,IYMI The exeeuiiwe cornmiiiee h&% a rtasoDabk the ¢oyy adcquJT¢ rtsources 10 coniinue i OF¢rnlional exi%ience for ihe foreseeabte fwure. AccordIn￿y. Ily 10 Ldopi ihe going ¢thKem basis in preJ)tirÉrt8 the financial sts(e￿I￿. The charity will coniiNe 10 seek full occupancy and ￿lemF￿ 10 ttcnmi more TNsiees ￿ a55is¢ irt It lilising rethinEd fuods for its ¢lwithbiepurpJses. Created With Tiny Scanner

THE ABBEYFIELD (sfREATHANg SOCIETY LTD IREGWERED PThlBER: 00835742) (A Coli fPANY LINIITED BY GUARANfEE AND NOT HAVING A SHARE CAPITAL) KEPORT OFTHE TRUSTEES FOR THE YEAR ENDED31sf MARCH 2022 srRuCllj￿ GOVERNANCE AND MANAGENIEKr GovtnJSng docvment The S(Kiely is o Company Limid ty gvarontee. a Registered &ial L2ndlwd and a ￿gISleyed chariiy governed by its memorandum and article5 0( asxxiaiion. Tr Sc¢iely is regiMered undeT ￿ Companies Aci 21M)6 and Ihe Housing Aci 1996. In the ernt of the comwiy I￿1th8 wound up. memlw ue wired to contribut¢ an omouni ex¢¢¢ding £1. Poienlial new IJu51ees are tecnjiied usuolly by way of an zppoach by existing trustees. The trusices of the society receii'e no r¢rnun¢Taiion and so 1¢ is impjrtani that pxeniial tNses have ihe time inieTeSI 10 wmmii 10 the &xiety. Follo￿]ng a fonTral ￿l¢¢ninE pr(%e&s and Sub￿ ￿ DBS ￿￿ks. the applicant is then fonnajly elected ¥t a board meding. or1￿￿$8￿0￿￿l structu The DiTeaors 0( the Company are also chuiry th￿¢¢$ for the of¢h￿IlY law and ynder company's anicle$ aTE knou'Th a5 rnembersof the executive commiuee. ID a¢cordantt with the Arttcles ofAssttiion of Sw. one third of thE Executive Commiiiee membeffs reti￿ by rowion. K¢ith Robens bein8 eliwl>koffu5 himself f(ff ai the fLYtIKomingAnnual Geneffaf Meeiing. Inductlon and tr￿￿1￿8 ofDew truste¢s '¢w Inist¢es a￿ ￿isted thr￿gI￿¢ by tr extStin8 Memi￿5 Until time as they are fEtlly confrdenl in canying out theirfunction withtn the Chatity. The TTuses sil on other board of Clthritabje bL¥W however there werE no Uan5X￿ in the year t￿1 are r¢Fthable Is T¢laied party Item Risk ttwagemettt The main areas of risk It) the Charity ue f￿a￿la1 and ￿￿91. The Tnw¢es moniwr ¥JJd undertake risk a55essnn15 19 idenufy physical risks swb as faulty will￿& 7hich ¢wld pxe a risk ￿ ttsi¢knts atyj rn￿dY P￿ents￿ pmblem5 as appropriatr. Sthffare subFct w background chxks aNI ¥eu3io¢din Hcajth SaferynwtS. Fioancial risk is moniwjred 3¥>d mtliyed by the Wimenantt of accuts ac¢ouDtrDs records and Investmen￿ nude with the aim of maximum yield whilu minimisin8 capi￿1 risk. REFERENCEAf4DADMINisfRATIVE DETAILS Regist¢rtd Compgny number IM)835742 IEngland and Wales) Reg￿tered Charlty zwmbEr 243585 28 CoDyeTS Roal Sireotham Lo￿0 SW166LT Be2 Created With Tiny Scanner

THEABBEYFIELD (STREATHAMI SOCI LID IREGISTERED NUMBER: ()835742) IA COMPANY LLMTfED BY GUARANfEE ANDNOT HAVING A SHARE CAPITAL) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31SThlARCH 2022 Tntsltts Mr5 A Smiih Tnjsiee {Ttsigned 5no0221 K Roberts Trusiee DR H May-miller RevJAAOJO ial Housitig Regulator N H34 Company Secretary DR H May-miller Independent ExaThiner H4J%y & Co (Accountants} tj CharteTedCenified Accounkints Regisred Audiior5 2 Villiers Court 40 Upper Mulgrnvc R(1 Cheam Suney SM2 7AJ Thi5 rew)rt has beej pr¢pared in accord￿ with th¢ 4￿￿al proYi5ion% of Part 15 of ihv Companies Aa 2(Kh5 rela¢irt8 iosma]I companie5. Approved by orderof Ihc boarf ofuuses on_. ..20.J i.i.l.i.z.._..... - and stgn¢d fML its behaifby: DR H May-mil .Trys*e PJg¢ 3 Created With Tiny Scanner

IhllEPEP•DEP¥T EXANllPER'S REPORT TO THE TRUSTELS OF ThE ABBEYFIELD ISTREATHAM) SOCIETY LTD Indeptndenl examintr'5 Ttport lo the trn￿e¢SorThc Abbeyfld IStre¥tb4m) Sowly Ltd I'lht Company'l l fftx)rt to the ¢b2ri1y 1n151eesl￿ my examinaiion o(the amnts of ihe Company for Ihe year ended 31st March 2022. Re5pon¥ibiliilt5 and bgsisof repDrt A% the clwil) S of the Company land 41$0 Its direaors f(Y pu￿(￿.$ of Comr￿nY law) you ate re.spoThsibk for tr¢ preparnKJD ofthE tst¢oums in x¢old￿e wilh the requirtmeNs o(tk Cunponbes Aci 2(K)6 (Ihe 2CHXS A¢i'). Having 5)lisfLed nryself ihji ihe Kcounis of the Company ar¢ required io be audiied under Part 16 of ihe 2Th)6 Aei and are eligible for independeni examinaiiork l Teith in Te¥ci of my ¢xaminaiion ofyour charily'$ accounis as ¢arr?od (wi undtt Sedion 145 of thc Chariiie5 Aci 2011 2011 A¢¢'i. Itt carrying my examirtation I have followed Ihe DlletliortS8ii'en by the Ch￿IlY Commission und¢rS¢dion 14515) (bl of the 2011 Aci. Indtptttdtht exarniner'55tatemeDI I hale cornplcicd my examinaiiw. I Malt¢￿ Iwve ¢ome to my aitenuon in connectMJn wlih the ¢xaminion 8ll'I¥L8 me tau5¢ ioklicve= xwuntsng Te£ord5 %re ktP¢ in ￿e5F￿ Of1￿ Crynpauy as wjired by Section 386of ihe 2(X16 Aci. or the accoun￿ do noi accord with those Ttrord5: or the aceounts do ncd comply with the accounting ryyiremem5 of S¢¢tson 396 of Ihe 2fJJ6 Aci ￿her thaft afty requ1￿MeNt thai ihe ￿￿nts give a and fair view is mair considered as part of an independent t￿￿1T￿Mon. or counis hawe prepartd in act￿da￿t with tt¢ wthcls and pri￿lPk5 of ihe s￿emen1 of Recomftndtd Pradree f¢x ￿¢￿All]b8 and r¢p(rtin8 by rhariiies (applicable lo chariircs preparin8 their aec¢)unis in ￿t[￿ce with tht FinaKvdl ReW￿l￿8S¢and￿rd applicable in the UK and Republic of Ireland IFRS 102)). I hai no CLxKerns and come no ￿Trr twrs ill with the examinalit￿ 10 which al￿￿tion should be dr￿Tr in thisreport in OTdrrioenable a of tk thcc¥MJnrsio be reachcd. R J Halsty BS¢ (Honsl FCCA Associationchartercd C¢rtified Ateountsnts Ha1￿Y & Co IArcounMnis) L¢d. Chancred Cenifd A¢cwman Resis￿r¢￿ Audi￿$ 2 VillieTsCourt 40 Uppermulgrnve Road Che&m SuTTey SM2 7A1 Page 4 Created With Tiny Scanner

THE ABBEI%IELD ISTRFATHANiisocIErY LTD IA COIIPANY LINflTED BY GUARArrrEE AP4TI NOT HAVING A SHARE CAprrAL) FOR THE ITAR ENDEDJIST MARCH 2022 31.3.22 T￿¥1 funds 31.3.21 Total funds Remrithed fund5 fynds IrCOIIE ANDENDOIVbIENfs FROhl tkniatsoos and kgacies 296 Cbarithblt ¥cti11¢1¢5 CoL}ers Hou5Lng 134.770 134.770 122J42 In%'estsneni incDm¢ Totsl 135AI74 135.074 122550 EXPEP4TrruRE OL Charitsblt attS%ltles Con>'ets Housin¢p 12&797 126.797 107.804 EfL%'CO) Other rtcognised vin￿0(￿￿) G¥irJson M'aiuion of assets 8277 8277 14.740 IS5￿30 155.036 130A20 163J13 163.313 131.166 RECO.NCILIATIO.N OF Fuh Toul futtds broutrhi forth'atd 1.75&894 61672 1.817J66 l.666.4(N) TOTAL FU%T)S CARRIEDFORIVARD 1.920207 fKI.672 1.980.879 IA17J66 The ntrt¢s (Nmpart of these fir￿nCIal #aienxnis Page5 Created With Tiny Scanner

THEABBEYFIELD (STREATHAND SOCIETY LTD IREGlStERED NUNIBER: 00835742) IA CONIPANY LThirfED BY GUARANTEE Af4D NOT HAVING A SHARE CAprrAL BALANCE SHEET 31ST hlARCH 2(122 313.22 Totsi futKIs 31.3.21 Total funds Un[es￿l￿ed Re5uided funds Tangible WELS Ini'estsnen15 1.039J41 1.1418(KJ 1,039,541 1.142.8 917,933 1.115.656 IiU350 2.181350 1033J89 DebioTS Cash aibank and iDh3nd 10 1439 75.052 2.439 135,724 3.488 118.9)3 (11.672 77.491 fA).672 138.163 122391 CRED￿oRs AmouNs [￿ling due withirloneye 039.634} (339.634) 1338,4141 (261143) 11.672 COl,471) 1216,0231 LLIBILIT 1,920.207 f￿672 1,98Q879 1.817.566 FET ASSEts 1.920207 .672 1.980.879 1.817.566 FtJF¥T)S Unrt$tsic￿ futtd5 Re5triacd fist J3 J.920,207 .672 1.756.894 (Al.672 1.980379 1.817566 The ¢haritabk rompany is ent¥dtd 10 ¢xemp￿A (rom wdii Seaiou 477 ot tht Companies Ath 2￿6 for the year ended 31st m￿ch 2022. The members have LKI compttTry Io fthain an audii of fin￿la] sthm¢Dls for the year cnded 315t March 2022 in xcordante withSwion476oftheCwJtthnk% Aet Th. la) ensuring that thc ¢h¥rritsbk comwy kttp5 ¥C¢Xmtipg rcord5 ¢omply with StttiO￿ 386 and 387 of the Companies Ath 21)J6and PT¢paTing finacial 5tstcineots which give a ￿Je and lair view of th¢ Swe of Hffairs of ihe ¢hatioble company &$ ai the end of each finJci3J year of iis SUTP]L% or defitii for each finonriaj year ac¢iKdart¢ with tl Tequiremenis of SetLion5 394 ￿]d 395 I￿1 w7￿ch cKherwi5e eomply with Eh¢ ttq¥i¥enns of rhe comp￿les Aei ￿]4￿￿&10 fitWsal 5Dfar•5iicaNetothe charithbk conymny. (bl Tr MECS (￿F￿1rt￿r￿ rinaDcial statenNs ¢oTrtinued... Created With Tiny Scanner

THE ABBEYFJELD ISTREATHAM) So￿Ty LTD IREGlgTERED NUMBER: (M)8357421 (A COhlPANY LI￿1[[ED BY GUARANTEE AND NOT HAVVG A SHARE CAPITALI 31ST MARCH 2022 These finaD¢ia] have been mwed in XccKdan￿ with the provtsiL￿ ¥pli¢abte ￿ chawiijble ¢ompanie5 subject10 the small companies regime. Liiements were op[￿ved by tl Board of Trnste¢s 8uthLwised for werr si￿￿on its lthfby.. Tr rina H May-mill . Tru5*e J A A OJO-Trus¢e¢ Thc MJlC5 fom) pan olikne fIN￿ljI statements Pog¢ 7 Created With Tiny Scanner

LTD (A COMPANY L]MrrEDBY GUARANThE AND NOTIIAVING ASHARE CAPITAL) FOR THE YFAR ENDED31STMARCH 21122 ACCOUNIINGPOLICIFS Tr rinaDciaJ stsirments of the ch¥iLible compaDy which 15 2 ￿blIC I￿rIt entity under FRS 102, have been arEd itt ac¢orthcc with the Chtiriw SORP IFPS 102) 'A¢cwMin8 and Rerming by Chariiies.. Siaiemeni of RecollllDend¢d Praui¢e applitable 10 chwiiies WeP￿]n8 thcir acwunts in awordatbce with the Financial Rep)rn"ng s¢andatd applicabl¢ in thr UK and R¢wb]ic of Irelafvl IFRS 102) (effective l Jattuary 2019).. Fwancial R¢￿tIng SthDknd 102 Tr FvwKial Re￿ni118 Swdard applicable in the UK And Republic of Irelattd. and the CompaDies Ad 2(I)6. Tr fwnciol ststemen¢S have been prepared under the histon¢o1 c05t convenuoN with th¢ ex¢t￿l00 of Invest￿ts which gre inclutsl at mrt¢t value. as M(￿lfied by the revaluation Incowe All in¢ome is TE¢ogni5ed in the Swetnent of Finwial Adiviiies the charity entitlerneDI io the funds, it 15probable thaithc inwme will be ￿￿1ved￿r￿j the anwt can be nxasuT¢d ￿lIablY. Ltabilities we rrwgnis¢d a5 expenditutr ts s(m as thEYe is a legal or Wlstructive obli8aiion commiltin8 the charity 10 thai cxpendittEtE. it is pffthbk that a tsatssfer rf ￿nomiC benefit5 will be required irt 5et¢lement and the amount of the obligatioD ran be ttu%uwd reliably. EKEndi¢we is ac¢ounted for ¢)n an accruals basi5 and has Keth cla5sifJed beaditi85 that ag8reg4te all CO￿ relawd to category. costs canThoi be directly allriljuicd io p2rticu]ar headings they have bEth alitxad to ¥ti¥ities on a basis ¢on5isient with the use of IVorkstotxLstitighowkng prnwl Imp0￿ments to the prowtie$ ffsull ID &tt ellhatte￿ I￿1fI￿ e capithli5ed aDd works that th) noL are off under Repairs G3Yden Maillie￿ in the IrK(KDE & Ex￿Od1t￿re Account. TaDgibJ¢fu¢d Tangible r￿eda$S¢[s c05tkss thptttatioty Tr costs of mioNJJitiODS ¥e Trxupiulised. [kpre£l￿lOtt 15 wovided at raies cal¢uW to writ¢ off the cosi or valwi¢Jn of r￿e￿ asseLK less trRr esiiinated residyal value. over theirtxFcted useful Jives ort the followingba5es: . 25% Frannum ofro Freehold land and ￿][dID￿ Trse are stated in the sheei at cost. ttt of grnnts. No deprttiation charge is mode fora5s¢ts, 45 theircattying valu& ￿ of S£ial Housing Grant, is less thatt the land value. SOCI￿ Housing Gr8Dt This 8Tulli 15 received frnrn the Hwsin$ Cormion to assim the SLXidy in acquirÉn8. thveloping and improvitlg its prowiy. li És repayable in rtnain CircuM￿al￿eS Ipimarily. after a sak of the piottrty. whett the repuymeni would not nonnaily cxceed the nei of sale). wjd is tknfLMt shown ott the bJlanc¢ as a ded￿tion from &￿ts. Th¢ wtswiding &￿en11a1 Jiabitiue5 in resFw of the repaymeDi of S(Kial HowsiD8 Gran¢$ from the Housing CtXT#xation znv)ynLto£2817(Kfi (2021: £2817061. whe￿ a]t¢raiioDS and improvements have twi fllLan¢ed wlK>lly. or p8rtTy. by H¢wsin8 A5s0ciion GraDI {HAGI, the net book value olthe5e works has been r¢thJttd by the amr￿n1 of the 8fdni received. T8xatioD The S￿le1Y ts ttgi5teffd for VAT. Accordin8ly. no VAT 15 Charged to Tesidents and ex￿nditUre in the Income & ExFndiiure A￿oUn1 irKluths the ￿k¥&￿t VAT. ThE &ieiy is al￿ exempt frorn Corpo￿lOn on the grout¥h thai li is u Re8Ésiered Clwity. Unrestric*d fund5 ¢JUL it used in I￿rdI[￿ with the ¢briuble obie¢iive5 ￿ the4Jiscreuort of the I￿￿te5. coniinued... Created With Tiny Scanner

LTD (A COMPANY LMTED BY GuARAN￿E ANDNOT HAVING A SHARE CAprrAL) NOTFS ThE nNANCUL sfATEMEN15.eo•linwd TrDR THE ENDED31STMARCH 21122 Restricted furds ¢aD only be used pnKul•r rethicd witt￿n tr obFts Lrf the d￿ty. Restriaions is¢ when S￿lfied by the wln furmts WE ￿ls¢d fcf panicular re511i¢i&l Pllr￿. th￿n% 2014. Ihe Chan'ly tEceived n￿l£t from Grea￿ AllthoJily il longer wuirtd reEynKnt of grants I￿aUl￿g £(￿.6?2 the woviso th•t the fu￿1$ were only funbu the c4U5e of wvithn8 ¢ue fLv d FUrtberex￿all￿of thl FwKxeofe4th fthj is Incl￿ in thE rxes tothe rim￿111 slf¢m The ch￿l#ble ¢rAllpany operne5 1 defird cootriiwtim PAyablt w lh¥ charitabk eompRtty's s¢tr*tt art dwged tothe swe￿￿OfF￿￿1￿ AthiviiiesiD ts PUKxlto try fflata 31.3.22 31321 36J02 l2&797 Nel wdAfwtspow(crnliii￿I'. 31J.22 31.321 4.107 Created With Tiny Scanner

LTD {A COMPANY LIMrrED BY GUARANIEE AND NOT KAVING A SIIARE CAPITAL) Trre wert no trWstre5' benefits for the yetr ended 31￿ March W22 Tr)r for the yev ended 31M Mzrrh 2021. 315t Manh Y)21. 31.3.22 31.3.21 Admini51rative UnTcsEri¢t¢d Restsicd Tots] Conyu5 H(Mtsio8 121542 Trfal 122350 122550 Ch8rlt¥ble Conyets Hou5iDg 107. 107A)4 NET INCOME 14.746 14.746 Gains on Trvaiuation of r￿d as IA420 136A20 151.166 151.166 RECONCILIATION OFFUNDS T￿al bmughi fomrd l.fffj.728 .6T2 J.66&4C 1.7894 &).672 .817.5EO PYJO Created With Tiny Scanner

LID (A COMPANY LINirrEDBY GUARANIEE AND NOT HAVING A SHARECAPITAL FOR THE YEAR F￿DED31sTmaRCH2022 Plani COST ORVALUATION IA Awil 2021 91Q 103J39 958 I￿13.818 958 125.C 125.(XN) At31st Matth2022 I￿5.][￿ 104.497 1.139.8 1st AEvil 2021 Charge for ye¥ 95.915 4.350 95.915 4350 At 31￿ Much 2022 IIXl.265 l(rf).265 NET BOOK VALiJE 315t M•nlL 2022 1.035 4232 lJJ39341 31#MaKh2(r21 910J09 917.933 FJEekn]d Int•￿1 Tty215 1.035.3(8 J04.497 1.139.K ThÉ c￿[ Swed for land & Buildinp is stThn of s￿la1 H￿￿ing G[￿ts Yepwbk in the event ofa sak. Tr r¢valued com of tht Fffeknld buiWing at the yeu e4bJ was £1325.IJXI the Sttial Hou5ity% Gt•ws rtpyabl¢ MARKtT VALiJE Al April 2021 Re¥￿￿t￿?￿S 27.153 Al 31st Marcb 2022 NET BOOK VALUE 31st 2022 1.142, Ai 314 Marrh2021 I.IA5.656 Fixd inve5tnxnts ¢OmWi# a inbwtmeN pmfolio Created With Tiny Scanner

THEABBEYFIELD IsfRE4IHAM) SOCIETY LTD IA COhlPANYLlhllTED BY GUARAKfEE AND NOT HAVING A SHARE CAPITAL) FOR IHE YE4R ENDED315TMARCH2022 Cos1 Orva]u￿10￿ at 31st March 2022 is reprt5enled by: Li.sied iiive%iJnenis v￿VatIon in 2019 Valuaiion in ?020 Vatua¢ion in 2022 981.930 133.720 27.153 1,142,8tYJ 10. DEBTORS: AhlOUr￿ FALLING DUE IvmiiN ONE YEAR 31.3.22 31.3.21 Trade debiors Ptrpa)'ments 127) 2.466 1.509 1.979 2.439 3.488 11. CREDITOILS: AhlOUNTS FALLINGDuEW￿0NE YEAR 31.3.22 3J.3.21 Bank. loan5 and oirrdrafts lt ￿te 121 Tradecrediiors ScioJ secwityand hercxediwr rued expenses Defcffed BovrnmRm 8ttn 1.835 78 278 583 995 S98 334.( 334.￿3 139.634 338A14 Creditims for the year ]rKl￿je an *Mollni of £334.IIK repayabk in res￿(¥ or tusiortc grants from local authoriiies IJ) relation 10 the s￿e ol the wopiy 33 Eardlty Road. Tr anx)uni is being reeognised as a lia￿.1t1Y nril Such tim¢ as waived in f￿1 by therekY¥DtF4rtits. 12. LOANS "Bank loans afyjoverdratts" repe5ent amtyJrd$ (ht¢ inre¥eth rfth¢¢ompaoye￿￿I1 car POF 12 ¢OllEinLted... Created With Tiny Scanner

THE ABBEYFIELD IsrREAThAMI SOCIETY LTD IA CONIPANY LIMITEDBY GUARANTEE Af*T) NOT HAVING A SHARE CAPTfAL) OTLS TO THE FINANCIAL sfATEhlENLS. cottlinued FOR THE YEAR ENDED 31STMARCH 2022 lovEL¥￿ll ￿ FUNDS Nei movemeni in fun(Ls At 114r21 3113n2 Unrestriettd fujm General fund Rcienue ReseThY5 RepJiT5 and Nltiint¢Trance reseThr fuThJ l J81.756 IIKJ.378 74.7rf1 163.313 1.745.069 l(K)378 74,760 1.756.894 163.313 I.￿0.207 Rtstrided funds Designa J.612 .672 TOTAL FUhT)S 1.8175E 163.313 1.980.879 'tt moi'ernetti in funds. incl¥(kd iti the alx)ve aTr a5 (011 Gaitss Movemen¢ in futsds Uortstrided funds General fund 155.036 163.313 I35.￿14 1120.797) 155.036 163,313 TOTAL F￿T•s 135.074 112&797) Comparntives for movement In funds Nei n)ovemeni in funts At 31J3nl At 114r20 Unttslri¢ied funds Genernj fund Revenuc ReKrves RetKirs and MainieDan¢e Ye￿¥t fund IA305 l(Xl378 74.7&) 151.166 lJ81,756 I￿.318 74.7fKI 1.(4)5.728 151.166 I.756￿￿$ Restrieted fuots Dcsignai¢d 1ffj72 1.672 l.fth.4 151.166 .817566 TOTALFUNDS Page 13 n11n￿l... Created With Tiny Scanner

THE ABBEITIELD (STREATHAhl) SOCIETY LTD (A CONIPANY LThI￿ED BY GUARANTEE AND NOT HAVING A SHARE CAPITAL) 'OTES TO THE FINANCIAL $fATEh￿M.contLuued FOR THE YEAR ENDED 31SThfARCH 21122 13. I¥lOvE￿IE￿r IN FUNDS. ¢ontiDued Comparnui'e nei movemeni in fU￿LS. included aiwjveore as foll¢)ws.' Incoming Re￿U￿e5 ¢xFnd Gatns and losscs Movement in funds Unrestricted fwNIs General fund 122550 (107.804) 13&420 151.166 TOTAL FUNDS 121550 1107.804) 136.420 151.166 A curreni )rar 12 morttlts and priwyear 12 ￿K)nthS Combined ￿51110n 15 ￿ folltiw& Nei movcmeni n fund5 Ai 114120 3113122 Unrutsicted funds Gene¥aJ fund Rei"enue Re5er%'e5 Repain and hlaiTrienance reserve fund 1.430.5 I￿.578 74.7d) 314.479 1.745.lJ69 IQX).378 74.7f￿1 J.fth,728 314.479 1.920.207 R¢51rfrt¢d lu)ds tksignaied fQ672 60.672 TOTAL FU%T15 1.6fa4 314.479 1.980.879 A cumi year J2 months attd rmior ￿ar 12 nThth5 wxbitied nti Move￿ ID fund4 i￿1￿Jed in tl* alN)ve J as follows.. ltttoming Resourc Gains arKI losses Movement in funds Unrestrirt¢d fwid% Gerteral fund 257.624 (234.fni I 291.456 314.479 TOTAL FUNDS 257.624 1234.fA)I I 291.456 314.479 Page 14 conunued.. Created With Tiny Scanner

THE ABBEYFIELD ISTREATHAM) socIm LTD (A CONIPANY L￿￿lITED BY GUARAf41EE ANT) liOT HAVING A SHARE CAPITAL) NOTFS TO THE FINANCIAL sfATEMEKfS. conliDued FOR THE YEARENDED 315fMARCH 2022 14. RELATED PARTY DISCLOSURFS There M'ere no Tel*ed pany tsansmions for the year en(kd31M MaT¢h 2022. 15. ULTrIATE coKfROLLING PARTY The ul(im￿¢ controlliTh¢p pany ofthe&tiety 15 COll5iikred ￿1￿ the Exe¢uiiVeCommii￿. I& SHARE CAPITAL Thete is M authorised SharecaplL￿ alldthE liabilkty ofe¥hmember is limitrd io£l. Page 15 Created With Tiny Scanner