OpenCharities

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2020-09-30-accounts

30September2020
Unrestricted Restricted Total Total
2020 2020 2020 2019
f
lncomingresources
DonationsandBequests
Note3 58,699 Nit 58,699 31,013
GiftAidDonations and StandingOrdersruore+ 5,600 Nit 5,600 5,509
Fundraising Events 773 Nit 773 8,763
lnvestmentlncome 8,336 Nit 8,336 6,821
Other (e3) Nit (e3) 2,279,
73,315 Nil 73,315 54,384
Resources expended
Direct charitable expenditure
Pilgrimage expenses 2,612 Nit 2,612
1,703
Pilgrimage rebates and
subsidies"
Note5 Nit Nit Nil 13,079
Management and administrationofthe charity
'Fundraising costs (415) Nit (415) 2,10C
Administrativeexpenses Note6 1 544 Nit 1 544 694
1
3,741 Nil 3,741 19,576
Netincoming/(outgoing)resources 69,574 Nil 69,574 35,909
Gains/(losses)oninvestment assets (40,058) Nit (40,059)4,429
Netmovement infunds 29,516 Nil 29,516 40,237
Funds brought fonvard NoteS/9 196,94930,000 226,949196,712
Funds carriedfonruard NoteS/9 226,46530.000 256,465226,949

s ofnetassets
Unrestricted Restricted Total Total
2020t 2020
g
2020
2019
f
lnvestments 169,002 30,000 198,002 188,392
Net Current Assets 58,463 Nit 58,463 38,557
Totalnet assets 226,465 30000 256,465 226,949,
Stonyhurst
Trust
Year ended 30SePtember20
Balance Sheet as at
30September2020 2020
t
2019
lnvestments 198.042
Current assets
Cashin hand Nit Nir
Bank deposits-CAFbank 56055
EAntr(
31 618
31,618
Debtors -
LJJ
10 494
Creditor-Amounts falling due within oneyear.
Accruals and deferredincome (2,822) (3,555)
Netcurrent assets 58 463 38557
Netassets Note7 ___256lgl 226949
Fundsofthecharity:
Unrestricted funds (accumulated incomefund) Note9 226454 196949
Restrictedfunds(Magill memorial fund) ,!oteI 30000 30,000
256,464 ____226p4e

Value at30 Value at30 %oincrease/
lnvestment September2020September2019 (decrease)
CityofLondon lnvestment Trust 30,446 40,578 -25.0o/o
MurraylncomeTrustPLC 20,805 24,111 -13.7o/o
TempleBar lnvestment Trust 20,274 39,060 -48.1o/o
MurraylnternationalTrustPLC 27,788 33,290* -16.5o/o
SchroderlncomeGrowthFund 17,925 21,488 -16.60/o
SchroderOrientallrrcome Fund 22,557 23,115* -2.4o/o
ScottishAmericanInvestment 43,659 41,512* 5.2o/o
HICLlnfrastructurePLC 14,549 14,916* -2.50/o
198,002
238,060 -16.8%

AccumulatedlncomeFund
t
Balanceblf atlOctober 2019 196,949
lncome 73,315
Expenditure (3,741)
Gains/(losses)oninvestments (40,058)
Balance c/f at 30 September 2020 226,465