OpenCharities

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2023-03-31-accounts

abeg
LuYOd3ySaaLSnyl
SAILMIGISNOdS3Y.SAALSNYLAOLNAWALVLS
LYOd4yS.YOLIGNVLNSQNAdSOqNI
SAILIALLOVTWIONVNIA40LNAWALVLS
LAAHSADNV1VE
SLNNOOOV
SHLOLSALON

Unrestricted Endowment Total Unrestricted Endowment Total
Fund Fund Fund Fund Fund Fund
2023 2023 2023 2022 2022 2022
£ £ £ £ £ £
Incomefrom:
Investments 97,035 - 97,035 98,907 - 98,907
Expenditureon:
Charitableactivities 90,245 - 90,245 88,570 - 88,570
(Note3)
Realisedlosson
Investment ‘a « 4,432 4,432
Net(losses)/gains
oninvestments(Note
4)
-

(236,871)

(236,871)

-

177,630

177,630
NetIncome/
(Expenditure) 6,790 (236,871) (230,081) 10,337 173,198 183,535
TotalFundsbrought
forwardat1April
2022 134,743 2,666,044 2,800,787 124,406 2,492,846 2,617,252
TotalFundscarried
forwardat31March
2023 141,533
2,429,173
2,570,706
134,743
2,666,044
2,800,787

ANALYSISOFEXPENDITURE Direct Support Total Total
costs costs 2023 2022
£ £ £ £
GrantstoNorthLondonCollegiateSchool
MusicScholarshipawards 45,000 - 45,000 41,000
AdvancementofEducationinScience
-ScienceEquipment 10,510 - 10,510 -
-ScienceLaboratories
-RefurbishmentofGreenHouse
33,000
-
-
-
33,000
-
33,741
6,000
AnnualSciencePrize 150 - 150 150
Othercharitableandeducationalpurposes
-SupplementarygrantstoBursaryHolders 4,000 - 4,000 3,000
-Choralandinstrumentalmasterclasses 2,250 2,250 2,942
-Organrepair - - - 9,000
UnusedamountsreturnedtoTrust (8,265) (8,265) (9,723)
Governance
Auditfee
- 3,600 3,600 2,460
Total

86,645



3,600






90,245



88,570
INVESTMENTS
InvestmentsoftheTrustcomprise: Market value
2023 2022
£ £
UKlistedequities 251,504 362,384
M&GEquitiesFundforCharities
BlackRockCharitiesEquitiesFund
COIFCharitiesInvestmentFund
BlackRockGrowthandIncomeFund
COIFCharitiesFixedInterestFund
NewtonGrowthandIncomeFund

830,575
98,365
606,492
287,886
242,702
111,649

884,638
99,424
630,111
317,547
258,272
113,668

2,429,173

2,666,044
Movementsduringtheyearwere:
Market

Market
Value2023 Value2022
£ £
Broughtforwardat1April2022
Realisedloss oninvestment
Unrealised(losses)/gains
2,666,044
-
(236,871)
2,492,846
(4,432)
177,630
Carriedforwardat31March2023 2,429,173
2,666,044
Investmentmanagerfeesarerecoveredwithin pooledinvestment funds

ACCRUEDINCOME 2023 2022
£ £
GlaxoSmithKlineincome 2,420 5,060
NewtonGrowthandIncomeFund 400 360
BlackRock-InvestmentFunds 3,050 2,875
5,870 8,295
CREDITORS 2023 2022
£ £
NorthLondonCollegiateSchool 166,887 80,241
Othercreditors 3,600 2,460
170,487 82,701
TRUSTEES
NoneoftheTrusteesreceivedanyremuneration.
NETMOVEMENTINFUNDS
Netmovementinfundsfortheyearisstatedaftercharging thefollowing: 2023 2022
£ £
Amountspaidtoauditors
Auditservices—CroweU.K.LLP 3,600 2,460
3,600 2,460
ANALYSISOFNETASSETSBETWEENFUNDS
Fundbalancesat31March2023are representedby:
Total Total
Unrestricted Endowment Funds Funds
Funds Funds 2023 2022
£ £ £ £
FixedAssetsandInvestments - 2,429,173 2,429,173 2,666,044
CurrentAssets 312,020 - 312,020 217,444
Creditors
Amountsfallingduewithinoneyear (170,487) - (170,487) (82,701)
Carriedforwardat31March2023
141,533

2,429,173

2,570,706

2,800,787

At1April Unrealised At31March
2022 Income Expenditure loss 2023
£ £ £ £ £
EndowmentFunds 2,666,044 - - (236,871) 2,429,173
UnrestrictedFunds 134,743 97,035 (90,245) - 141,533
Total
2,800,787


97,035




(90,245)





(236,871)





2,570,706


11 COMPARATIVENOTES-ANALYSISOFNETASSETS BETWEENFUNDS
Fundbalancesat31March2022arerepresentedby: Total Total
Unrestricted Endowment Funds Funds
Funds Funds 2022 2021
£ £ £ £
FixedAssetsandInvestments - 2,666,044 2,666,044 2,492,846
CurrentAssets 217,444 - 217,444 239,156
Creditors
Amountsfallingduewithinoneyear

(82,701)


-


(82,701)

(114,750)
Carriedforwardat31March2022

134,743


2,666044


2,800,787


2,617,252
COMPARATIVENOTES-STATEMENT OFFUNDS
At1April (Realisedloss) At31March
2021 Income. Expenditure unrealisedgain 2022
£
£

£

£
£
EndowmentFunds 2,492,846 - - (4,432)
177,630 2,666,044
UnrestrictedFunds 124,406 98,907
(88,570)

134,743
Total
2,617,252


98,907




(88,570)





173,198





2,800,787