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2022-04-05-accounts

ShakespeareMartineauLLP
No1ColmoreSquare
Birmingham
B46AA
InvestmentAdvisors: EvelynPartners
45GreshamStreet
London
EC2V7BG
IndependentExaminer: MrsSAReeves

Unrestricted Unrestricted Unrestricted
FundsandTotal Fundsand
Funds TotalFunds
2021 2022 2022
£ £ £
IncomingResources
31,488.24 IncomefromInvestments 34,190.88
455.36 EqualisationPayments 562.80
CharitableDonationsReceived
5,000.00 CashdonationfromCCadburyCharitableTrust 5,000.00
DepositInterest
7.93 Smith&WilliamsonInterestonCashheld
36,951.53 TotalIncomingResources 39,753.68
ExpenditureonCharitableActivities
37,436.00 Donations 39,740.00
GovernanceCosts
5,727.50 ShakespeareMartineauAdministrationCharges 4,706.30
1,145.50 VAT 941.26
3,002.00 Smith&WilliamsonInvestmentManagementFees 3,598.81
350.00 IndependentExaminationFees 350.00
72.00 LondonStockExchangeRegistrationFee 144.00 9,740.37
Adjustments
275.00 FurtherDonationsmadebutnotCashed-writeoff
47,458.00 NetExpenditurefortheYear 49,480.37
Investments
14,830.69 RealisedGain/Loss 6,662.28
204,821.62 UnrealisedGain/Loss 67,648.41 ' 74,310.69
219,652.31
209,145.84 NetMovementinFundsfortheYear 64,584.00
825,799.57 TotalFundsBroughtForward 1,034,945.41
1,034,945.41 TheFundsoftheCharity 1,099,529.41

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4 May
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