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2021-03-31-accounts

Canaan Christian Trust

Report And Financial Statements For the Year Ended 31st March 2021

Charity Number: 284117

1

Canaan Christian Trust

Charity Number: 284117

Financial Statements For The Year Ended 31st March 2021

Contents

Report of the Management Committee 3
Legal and Administrative Information 3
Statement of Financial Activities 4
Balance Sheet 5
Notes Forming Part of the Financial Statements 6 to 7
Breakdown of Statement of Financial Activities 8

2

Canaan Christian Trust

Charity Number: 284117

Report of the Management Committee for the year ended the

The Management Committee Presents Its Report And Audited Financial Statements For the Year Ended 31st March 2021

Reference and Administrative Information

Charity Name: Canaan Christian Trust Charity Registration Number: 284117 Company Registration Number: N/A Registered Office And Operational Address: 21 Holt Road Sheringham Norfolk NR26 8NB

Auditors

Caroline Sands And Associates

3

Charity Number: 284117

Canaan Christian Trust

Statement of Financial Activities (Including Income & Expenditure Account) For the Year Ended 31st March 2021

Incoming Resources
Incoming Resources
From Generated Funds:
Voluntary Income:
Donations and Grants
Activities for Generating Funds:
Investment Income
Incoming Resources
From Charitable Activities:
Grants and Contracts
Fees and Charges, Fundraising
Gift Aid
Total Incoming Resources
Resources Expended
Costs of Generating Funds
Fundraising Trading: Cost of Goods
Sold and Other Costs
Charitable Activates
Governance Costs
Total Resources Expended
Net Incoming Resources Before
Other Recognised Gains
Other Recognised Gains
Gain on Revaluation of Investments
Net Movement In Funds
Reconciliation of Funds
Total Funds Brought Forward
Total Funds Carried Forward
Unrestricted
Restricted
Total
Total
Funds
Funds
Funds
Funds
2021
2021
2021
2020
£
£
£
£
22,510.00
5,505.00
22,510.00
27,924.00
16.00
0.00
16.00
64.00
8,110.00
8,110.00
8,859.00
10,299.00
10,299.00
36,016.00
5,505.00
41,521.00
47,146.00
30,818.00
30,818.00
39,036.00
1,219.00
5,505.00
6,724.00
7,036.00
2,200.00
5,505.00
2,200.00
2,645.00
34,237.00
11,010.00
39,742.00
48,717.00
0.00
1,779.00
1,779.00
-1,570.00
-
-
-
-
1,779.00
0.00
1,779.00
-1,570.00
203,992.00
30,712.00
234,704.00
236,274.00
205,771.00
30,712.00
236,483.00
234,704.00

The Statement of Financial Activities Includes All Gains And Losses In The Year. All Incoming Resources And Resources Expended Derive From Continuing Activities.

4

Charity Number: 284117

Canaan Christian Trust

Balance Sheet For the Year Ended 31st March 2021

Notes
Fixed Assets
Tangible Assets
3
Current Assets
Stock
Debtors
4
Loan
Cash At Bank And In Hand
Creditors: Amounts Falling
Due Within One Year
5
Net Assets
5
Unrestricted Funds
Restricted Funds
Total Funds
31-Mar-20
£
£
174,260.00
174,260.00
2,406.00
60,274.00
62,680.00
457.00
457.00
236,483.00
205,771.00
205,771.00
30,712.00
236,483.00
31-Mar-20
£
176,837.00
176,837.00
2,306.00
158.00
55,404.00
57,868.00
234,705.00
236,274.00
0.00

These accounts have been prepared in accordance with the provisions applicable to companies subject to the Small Companies Regime.

The committee acknowledges their responsibilities as follows;

The committee acknowledge their responsibilities to maintain accounting records as required by Part 6 of the Charities Act 1993 or, for charities registered under the Companies Acts, section 386 of the Companies Act 2006.

The committee of the company, must not approve the accounts unless they are satisfied that the accounts give a true and fair view of the assets, liabilities, financial position and profit and loss:

Approved By The Management Committee And Signed On Its Behalf By:

Dated: …………………………………

5

Canaan Christian Trust

Charity Number: 284117

Notes Forming Part of the Financial Statements For the Year Ended 31st March 2021

1. Accounting Policies

The principal accounting policies are summarised below. The accounting policies have been applied consistently throughout the year and in the preceding year.

1a. Basis of Accounting

The financial statements have been prepared under the historical cost convention, as modified by the inclusion of fixed asset investments at market value, and in accordance with the Companies Act 2006 and the Statement of Recommended Practice: Accounting and Reporting by Charities issued in March 2005.

1b. Fund Accounting

1c. Incoming Resources

All incoming resources are included in the statement of financial activities when the charity is entitled to the income and the amount can be quantified with reasonable accuracy. The following specific policies are applied to particular categories of income:

1d. Resources Expended

Expenditure is recognised on an accrual basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is reported as part of the expenditure to which it relates.

6

Canaan Christian Trust

Charity Number: 284117

Notes Forming Part of the Financial Statements For the Year Ended 31st March 2021

1d. Resources Expended Continued …

1e. Fixed Assets

Fixed assets (excluding investments) are stated at cost less accumulated depreciation. The costs of minor additions or those costing below £1,00- are not capitalised. Depreciation is provided at rates calculated to write off the cost of each asset over its expected useful life, which in all cases is estimated at 4 years.

2. Taxation

As a charity they are exempt from tax on income and gains falling within section 505 of the Taxes Act 1988 or S256 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects. No tax charges have arisen in the Charity.

3. Tangible Fixed Assets

4.

5.

Cost
T 1st April 2020
Additions / Disposals
At 31st March 2021
Accumulated Depreciation
At 1st April 2020
Charge for the year
At 31st March 2021
Net Book Value
At 1st April 2020
At 31st March 2021
Debtors
Prepayments
Prayer
Fixtures
Freehold
Property
Caravan
Mini
Computer
Mobile
Total
Chalet
& Fittings
Property
Improvements
Bus
Home
4050.00
36,028.00
125,239.00
25,178.00
4,765.00
28,810.00
12,500.00
236,570.00
780.00
1,318.00
2,098.00
4050.00
36,808.00
125,239.00
25,178.00
4,765.00
28,810.00
1,318.00
12,500.00
238,668.00
1898.00
27,972.00
4,765.00
22,406.25
3,472.00
60,513.25
215.00
1,491.00
1,153.00
132.00
903.00
3,894.00
2113.00
29,463.00
-
-
4,765.00
23,559.25
132.00
4,375.00
64,407.25
2152.00
8,836.00
125,239.00
25,178.00
6,404.00
9,028.00
176,837.00
1937.00
7,345.00
125,239.00
25,178.00
5,250.00
1,186.00
8,125.00
174,260.00
2021
2020
2,035.00
2,035.00

Creditors - Amounts Falling Due Within One Year:

Creditors And Accruals

7

Charity Number: 284117

Canaan Christian Trust

Breakdown Of Statement Of Financial Activities For the Year Ended 31st March 20 2021

INCOMING RESOURCES
Donations and Grants
Gifts
Investment Income
Interest
Grants and Contracts
Gift Aid Tax Refund
Other Income
Fees and Charges, Fundraising
Fundraising
Fees and Charges
TOTAL INCOME
EXPENDITURE
Cost of Generating Funds
Fundraising Expenses
Transport
Staff and Helpers
Rates and Insurance
Repairs and Renewals
Equipment Maintenance
Licences and CRB Checks
Mobile Home Expenses
Electric / Water and Rates
Refund of Overpaid Rent
Cleaning
Garden & Waste Disposal
Depreciation
Loss On Sale of Fixed Asset
Charitable Activities
Ear Marked Gifts
Ukraine Project
Brazil / Nigeria Project
Hungary and Kannan House
Lessons
Wolery Expenses
Kids Club
Donations
Governance Costs
Administration
Professional Services
Book Keeping
Bank Charges
TOTAL EXPENDITURE
SURPLUS / DEFICIT FOR YEAR
FUND BALANCE BROUGHT FORWARD
Unrestricted
Restricted
Total
Total
Funds
Funds
Funds
Funds
2021
2021
2021
2020
£
£
£
£
22,510.00
5,505.00
28,015.00
27,924.00
16.00
16.00
64.00
5,380.00
5,380.00
10,299.00
25.00
25.00
8,085.00
8,085.00
8,859.00
Unrestricted
Restricted
Total
Total
Funds
Funds
Funds
Funds
2021
2021
2021
2020
£
£
£
£
22,510.00
5,505.00
28,015.00
27,924.00
16.00
16.00
64.00
5,380.00
5,380.00
10,299.00
25.00
25.00
8,085.00
8,085.00
8,859.00
Unrestricted
Restricted
Total
Total
Funds
Funds
Funds
Funds
2021
2021
2021
2020
£
£
£
£
22,510.00
5,505.00
28,015.00
27,924.00
16.00
16.00
64.00
5,380.00
5,380.00
10,299.00
25.00
25.00
8,085.00
8,085.00
8,859.00
36,016.00 5,505.00
41,521.00
47,146.00
1,300.00
1,305.00
7,835.00
4,650.00
8,091.00
395.00
492.00
2,789.00
20.00
47.00
3,894.00
30,818
769.00
450.00
1,219.00
1,282.00
499.00
420.00
2,200.00
1,300.00
375.00
1,305.00
1,867.00
7,835.00
7,819.00
4,650.00
4,530.00
8,091.00
14,559.00
492.00
208.00
395.00
1,405.00
2,789.00
2,211.00
3,861.00
20.00
47.00
397.00
172.00
3,894.00
4,473.00
2,839.00
30,818.00
39,036
4,005.00
4,005.00
590.00
1,500.00
1,500.00
4,224.00
769.00
991.00
291.00
450.00
940.00
5,505.00
6,724.00
7,036.00
1,282.00
1,381.00
499.00
721.00
420.00
543.00
2,200.00
2,645.00
68,475.00 11,010.00
79,485.00
48,717.00
1,779.00
203,992.00
205,771.00
-5,505.00
1,779.00
1,570.00
30,712.00
234,704.00
236,274.00
30,712.00
236,483.00
237,844.00

8

Charity No
(if any)
284117
Period start date
01/04/2019
To
Period end
date
31/03/2020
Recommended
categories by activity
Details of own
analysis
Note
Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total this
year
Total last
year
£
£
£
£
£
Incoming resources (Note 3)
F01
F02
F03
F04
F05
Incoming resources
from generated funds
-
-
-
-
-
-
Voluntary income
- S01
25,740
2,184
-
27,924
55,297
Activities for generating
funds
- S02
-
-
-
-
Investment income
- S03
64
-
-
64
64
Incoming resources
from charitable
activities
- S04
19,159
-
-
19,159
8,340
Other incoming
resources
- S05
-
-
-
-
-
S06
44,963
2,184
-
47,147
63,701
Resources expended (Notes 4-8)
Costs of Generating
Funds
-
-
-
-
-
-
Costs of generating
voluntary income
- S07
39,036
-
39,036
31,827
Fundraising trading costs
- S08
-
-
-
-
-
Investment management
costs
- S09
-
-
-
-
-
Charitable activities
- S10
4,852
2,184
-
7,036
7,036
Governance costs
- S11
2,645
5,505
-
8,150
2,645
Other resources
expended
- S12
-
-
-
-
-
S13
46,533
7,689
-
54,222
41,508
S14
1,570
-
5,505
-
-
7,075
-
22,193
S15
-
-
-
-
-
S16
1,570
-
5,505
-
-
7,075
-
22,193
S17
-
-
-
-
-
S18
-
-
-
-
-
S19
1,570
-
5,505
-
-
7,075
-
22,193
S20
203,992
30,712
-
234,704
219,818
S21
202,422
25,207
-
227,629
242,011
Total resources expended
Total incoming resources
Section A Statement of financial activities
CC17a
Canaan Christian Trust
Annual accounts for theperiod
Total funds carried forward
Total funds brought forward
Net movement in funds
Net incoming/(outgoing) resources before
transfers
Gains and losses on investment assets
Gains and losses on revaluation of fixed assets
for the charity’s own use
Other recognised gains/(losses)
Net incoming/(outgoing) resources before
other recognised gains/(losses)
Gross transfers between funds
Canaan Christian Trust Canaan Christian Trust Canaan Christian Trust Charity No
(if any)
284117 CC17a
Annual accounts for theperiod
Period start date 01/04/2019 To Period end
date
31/03/2020
- - - - -
25,740 2,184 - 27,924 55,297
- - - -
64 - - 64 64
19,159 - - 19,159 8,340
- - - - -
44,963 2,184 - 47,147 63,701
- - - - -
39,036 - 39,036 31,827
- - - - -
- - - - -
4,852 2,184 - 7,036 7,036
2,645 5,505 - 8,150 2,645
- - - - -
46,533 7,689 - 54,222 41,508
1,570
-
5,505
-
- 7,075
-
22,193
- - - - -
1,570
-
5,505
-
- 7,075
-
22,193
- - - - -
- - - - -
1,570
-
5,505
-
- 7,075
-
22,193
203,992 30,712 - 234,704 219,818
202,422 25,207 - 227,629 242,011

9

Fixed assets
Tangible assets (Note 9)
Investments (Note 10)
Total fixed assets
Current assets
Stock and work in progress
Debtors (Note 11)
(Short term) investments
Cash at bank and in hand
Total current assets
Creditors: amounts falling due within one
year (Note 12)
Net current assets/(liabilities)
Total assets less current liabilities
Creditors: amounts falling due after one
year (Note 13)
Provisions for liabilities and charges
Net assets
Funds of the Charity
Unrestricted funds
Restricted income funds (Note 14)
Endowment funds (Note 15)
Total funds
Signed by one or two trustees on behalf of all
the trustees
Note
B01
B02
B03
B04
B05
B06
B07
B08
B09
B10
B11
B12
B13
B14
B15
B16
B17
B18
B19
B20
Unrestricted
funds
£
F01

Restricted
income
funds
£
F02
Endowment
funds
£
F03
Total this
year
Total last
year
£
£
F04
F05
Total this
year
Total last
year
£
£
F04
F05
176,837 - - 176,837 176,837
- - - - -
- - - - -
176,837 - - 176,837 176,837
- - - -
- - - -
2,464 - - 2,464 2,306
55,404 - - 55,404 55,404
57,868 - - 57,868 57,710
457 - - 457 234,705
57,411 - - 57,411 176,995
-
234,248 - - 234,248 158
-
- - - - -
- - - - -
234,248 - - 234,248 158
-
203,993 203,993 205,562
- - -
30,712 30,712 30,712
- - -
234,705 - - 234,705 236,274
Signature Date of
approval
Print Name

10

Note 1 Basis of preparation

This section should be completed by all charities .

1.1 Basis of accounting

These accounts have been prepared on the basis of historic cost (except that investments are shown at market value) in accordance with:

• and with*  Accounting Standards; or Financial Reporting Standards for Smaller Enterprises (FRSSE);

N/A

** - If no departures from the chosen standards have been made then delete these words; otherwise give details of any changes in the boxes.

1.2 Change in basis of accounting

There has been no change to the accounting policies (valuation rules and methods of accounting) since last year (§ except for the following).

N/A

1.3 Changes to previous accounts

No changes have been made to accounts for previous years (§§ except for the following).

N/A

11

Note 2 Accounting policies

This standard list of accounting policies has been applied by the charity except for those deleted. Where a different or additional policy has been adopted then this is detailed in the box below.

INCOMING RESOURCES

Recognition of incoming These are included in the Statement of Financial Activities (SoFA) when:
resources • the charity becomes entitled to the resources;
• the trustees are virtually certain they will receive the resources; and
• the monetary value can be measured with sufficient reliability.
Incoming resources with Where incoming resources have related expenditure (as with fundraising or contract income)
related expenditure the incoming resources and related expenditure are reported gross in the SoFA.
Grants and donations Grants and donations are only included in the SoFA when the charity has unconditional
entitlement to the resources.
Tax reclaims on donations Incoming resources from tax reclaims are included in the SoFA at the same time as the gift to
and gifts which they relate.
Contractual income and This is only included in the SoFA once the related goods or services have been delivered.
performance related grants
Gifts in kind Gifts in kind are accounted for at a reasonable estimate of their value to the charity or the
amount actually realised.
Gifts in kind for sale or distribution are included in the accounts as gifts only when sold or
distributed by the charity.
Gifts in kind for use by the charity are included in the SoFA as incoming resources when
receivable.
Donated services and These are only included in incoming resources (with an equivalent amount in resources
facilities expended) where the benefit to the charity is reasonably quantifiable, measurable and
material_._The value placed on these resources is the estimated value to the charity of the
service or facility received.
Volunteer help The value of any voluntary help received is not included in the accounts but is described in the
trustees’ annual report.
Investment income This is included in the accounts when receivable.
Investment gains and losses This includes any gain or loss on the sale of investments and any gain or loss resulting from
revaluing investments to market value at the end of the year.
EXPENDITURE AND LIABILITIES
Liability recognition Liabilities are recognised as soon as there is a legal or constructive obligation committing the
charity to pay out resources.
Governance costs Include costs of the preparation and examination of statutory accounts, the costs of trustee
meetings and cost of any legal advice to trustees on governance or constitutional matters.
Grants with performance Where the charity gives a grant with conditions for its payment being a specific level of service
conditions or output to be provided, such grants are only recognised in the SoFA once the recipient of
the grant has provided the specified service or output.
Grants payable without These are only recognised in the accounts when a commitment has been made and there are
performance conditions no conditions to be met relating to the grant which remain in the control of the charity.
Support Costs Support costs include central functions and have been allocated to activity cost categories on
a basis consistent with the use of resources, eg allocating property costs by floor areas, or per
capita, staff costs by the time spent and other costs by their usage.
ASSETS
Tangible fixed assets for use These are capitalised if they can be used for more than one year, and cost at least £500.
by charity They are valued at cost or a reasonable value on receipt.
Investments Investments quoted on a recognised stock exchange are valued at market value at the year
end. Other investment assets are included at trustees' best estimate of market value.
Stocks and work in progress These are valued at the lower of cost or market value.

12

POLICIES ADOPTED ADDITIONAL TO OR DIFFERENT FROM THOSE ABOVE

12

Note 3 Analysis of incoming resources

Incoming resources may be further analysed if this would help the reader of the accounts.

Voluntary income
Activities for generating funds
Investment income
Incoming resources from
charitable activities
Analysis This year
Last year
£
£
This year
Last year
£
£
Gifts 33,478 24,188
- -
- -
- -
- -
Total 33,478 24,188
- -
- -
- -
- -
- -
Total - -
Investment Income 16 64
- -
- -
- -
- -
Total 16 64
Gift Aid Income 5,380 3,618
Other Income - -
Fundraising 25 -
Fees and Charges 8,085 22,008
- -
- -
Total 13,490 25,626

13

Note 4 Analysis of resources expended

Resources expended may be further analysed if this would help the reader of the accounts.

Costs of generating
voluntary income
Analysis This year
Last year
£
£
This year
Last year
£
£
- -
- -
- -
Total - -
Fundraising trading
costs
Fundraising 1,300 375
Transport 1,305 1,867
Staff and Helpers 7,835 7,819
Fuel,Rates and Insurance 4,530 3,911
Repairs and Renewals 8,091 3,470
Housekeepingand Food 569 560
Wolery- Electric / Water 2,211 3,809
Equipment` 1,405 1,159
Mobile Home Expenses
Licences
3,861 3,980
208 203
Depreciation 3,894 4,473
Loss On Sale of Fixed Asset - 2,839
Total 35,209 34,465
Governance costs
Charitable activities
Investment
management costs
- -
- -
Total - -
Ear Marked Gifts 4,005 590
Ukraine Project 1,500 4,224
Brazil / Nigeria Project -
Hungaryand Kannan House - -
Lessons - -
WoleryExpenses 991 551
Kids Club 291 356
Donations 940 345
Total 7,727 6,066
Administration 1,381 1,381
Professional Services 499 721
Book Keeping 420 543
Bank Charges - -
Total 2,300 2,645

14

Note 5 Support Costs

Please complete this note if the charity has analysed its expenses using activity categories and has support costs.

Support cost type Fundraising activity
£
Charitable Activity
£
Governance Activity
£
Total Cost
£
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Total - - - -

Note 6 Details of certain items of expenditure

6.1 Trustee expenses

Please provide details of the amount of any payment or reimbursement of out-of-pocket expenses made to trustees or to third parties for expenses incurred by trustees. If no expenses were paid, please enter ‘None’ in the appropriate box(es).

Number of trustees who were paid expenses
Nature of the expenses
Total amount paid
This year Last year
- -
- -
£ £

6.2 Fees for examination or audit of the accounts

Please provide details of the amount paid for any statutory external scrutiny of accounts and other services provided by your independent examiner or auditor. If nothing was paid please enter NONE in the appropriate box(es).

Independent examiner’s or auditors' fees for reporting on the accounts
Other fees (for example: advice, consultancy, accountancy services)
paid to the independent examiner or auditor
This year
£
Last year
£
450 410
- -

15

Note 7 Paid employees

Please complete this note if the charity has any employees.

7.1 Staff Costs

7.1 Staff Costs 7.1 Staff Costs
Fundraising
Charitable Activities
Governance
Other
Total
Gross wages, salaries and benefits in kind
The parts of the charity in which the
employees work
7.2 Average number of full-time equivalent employees in the year
Employer’s National Insurance costs
Pension costs
Total staff costs
This year
£
Last year
£
7,819 8,523
- -
- -
7,819 8,523
This year
Number
Last year
Number
Fundraising - -
Charitable Activities - -
Governance - -
Other 1 1
**Total ** 1 1

7.3 Defined contribution pension scheme

Please complete if a defined contribution pension scheme is operated. Brief details of the scheme

The costs of the scheme to the charity for the year The amount of any contributions outstanding at the year end The amount of any contributions prepaid at the year end

This year Last year
£ £

16

Note 8 Grantmaking

Please complete this note if the charity made any grants or donations which in aggregate form a material part of the charitable activities undertaken.

8.1 Total value of grants

charitable activities undertaken.
8.1 Total value of grants
Purpose for whichgrants made Grants to
institutions
Total amount £
Grants to
individuals
Total amount £
- -
- -
- -
- -
- -
- -
Total - -

8.1 Grantmaking costs

If the charity’s accounts are prepared on the “activity basis” please give details of any support cost associated with grantmaking. Please enter “Nil” if the charity does not identify and/or allocate support costs.

Support costs of grantmaking

£ -

8.3 Grants made to institutions

If the charity has made grants to particular institutions that are material in the context of its grantmaking please give details of the institution supported, purpose of the grant and total paid to each institution listed. Sufficient information should be given to provide a reasonable understanding of the range of institutions supported.

Names of institutions Purpose Total amount of
grantspaid £
-
-
-
-
-
-
-
-
-
-
Total grants to institutions -

17

Note 9 Tangible fixed assets Please complete this note if the charity has any tangible fixed assets

9.1 Cost or valuation

9.1 Cost or valuation
Balance brought forward
Additions
Revaluations
Disposals
Transfers *
Balance carried forward
Freehold land
& buildings
£
Other land &
buildings
£
Plant,
machinery and
motor vehicles
£

Fixtures,
fittings and
equipment
£
Payments on
account and
assets under
construction
£
Total
£
125,239 25,178 55,125 31,725 - 237,267
- 4,303 4,303
- - - - -
- - - 5,000 - - - 5,000
- - - - - -
125,239 25,178 50,125 36,028 - 236,570

9.2 Accumulated depreciation and impairment provisions

*Basis*
Rate
Balance brought forward
Depreciation charge for
year
Impairment provisions
Revaluations
Disposals
Transfers
Balance carried forward
Brought forward
Carried forward
9.3 Net book value*
SL or RB SL or RB SL or RB SL or RB SL or RB SL or RB
0 0 25% 25% 0
- - 32,733 26,146 - 58,879
- - - 192 1,826 - 1,634
- - - - - -
- - - - - -
- - - - - -
- - - - - -
- - 32,541 27,972 - 60,513
125,239 25,178 22,392 6,359 - 179,168
125,239 25,178 17,584 8,836 - 176,837

9.4 Revaluation

If any fixed assets have been revalued please give details of the valuer and method of valuation

* The "transfers" row is for movements between fixed asset categories.

** Please indicate the method of depreciation by deleting the method not applicable (SL = straight line; RB = reducing balance). Also please indicate the rate of depreciation: for straight line, what is the anticipated life of the asset (in years); for reducing balance, what is the percentage annual deduction.

18

Note 10 Investment assets

Please complete this note if the charity has any investment assets.

10.1 Fixed assets investments

Carrying (market) value at end of year
Add:additions to investments at cost
Less:disposals at carrying value
Add/(deduct):net gain/(loss) on revaluation
Carrying (market) value at beginning of year
£
-
-
-
-
-

Please provide below:

10.2 A breakdown of the market values of investments shown above agreeing with the balance sheet row B03.

10.3 A breakdown of the income from investments agreeing with SOFA row S03.

Other investments
Total
Investment properties
Securities not listed on a recognised Stock Exchange
Cash held as part of the investment portfolio
Investments listed on a recognised stock exchange or held in common investment
funds, open ended investment companies, unit trusts or other collective investment
schemes
Investments in subsidiary or connected undertakings and companies
Analysis of investments
10.2
Market value at
year end
£
10.3
Income from
investments for
the year
£
- -
- -
- -
- -
- -
- -
- -

10.4 Material investment holdings

If any single investment is material in terms of its value (for example represents more than 5 per cent of the value of the charity’s total investments) please provide details.

Investment held

Market Value

19

Note 11 Debtors and prepayments

Please complete this note if the charity has any debtors or prepayments.

Please complete this note if the charity has any debtors or
Note 11 Debtors and prepayments
prepayments. prepayments.
Analysis of debtors
Trade debtors
Amounts due from subsidiary and associated
undertakings
Other debtors
Prepayments and accrued income
Total
Amounts falling due within
oneyear
Amounts falling due after
more than oneyear
This year
£
Last year
£
This year
£
Last year
£
2,306 2,035 - -
- - - -
- - - -
- - - -
2,306 2,035 - -

Note 12 Creditors and accruals

Please complete this note if the charity has any creditors or accruals. 12.1 Analysis of creditors

12.1 Analysis of creditors
Loans and overdrafts
Trade creditors
Amounts due to subsidiary and associated undertakings
Other creditors
Accruals and deferred income
Total
Amounts falling due within
oneyear
Amounts falling due after
more than oneyear
This year
£
Last year
£
This year
£
Last year
£
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -

12.2 Security over assets

If any loan, overdraft or other creditor holds a charge or other security over any assets of the charity please provide details.

20

Note 13 Endowment and restricted income funds Please complete this section if the charity has any endowment or restricted income funds.

13.1 Funds held

Please give a brief description of any of the following type of funds held by the charity:

restricted income funds, including special trusts, of the charity (R). restricted income funds, including special trusts, of the charity (R). restricted income funds, including special trusts, of the charity (R).
Fund Name
Type PE, EE
or R
Purpose and Restrictions
Gifts

13.2 Movements of major funds

Please give details of the movements of the major funds summarised in the restricted and endowment columns of the Statement of Financial Activities.

Fund names Fund
balances
brought
forward
£
Incoming
resources
£
Outgoing
resources
£
Transfers
£
Gains and
losses
£
Fund
balances
carried
forward
£
- - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
Total Funds - - - - - -

13.3 Transfers between funds

Please give details of any transfers between funds.

From Fund (Name) To Fund (Name) Reason Amount

1

Note 14 Transactions with related parties

If the charity has any transactions with related parties (other than the trustee expenses explained in note 6) details of such transactions should be provided in this note. If there are no transactions to report, please enter “None” in the relevant boxes.

14.1 Remuneration and benefits

Please give the amount of, and legal authority for, any remuneration or other benefits paid to a trustee or other related parties by the charity or any institution or company connected with it.

Name of trustee or connected party Legal authority (e.g. order,
governing document)
Amounts paid or benefit value Amounts paid or benefit value
This year
£
Last year
£

14.2 Loans

Please give details of and amounts owing to or from the charity’s trustees or other related parties by the charity at the year end.

Due to trustees and
related parties
Due from trustees and
related parties
Name of trustee or
connected party
Legal authority Amount owing Amount owing
This year
£
Last year
£

14.3 Other transaction(s) with trustees or related parties

Please give details of any transaction undertaken by (or on behalf of) the charity in which a trustee or related party has a material interest.

Name of the trustee or
relatedparty
**Relationship to charity ** Description of the transaction(s) This year
£
Last year
£

1

Note 15 Additional Disclosures

The following are significant matters which are not covered in other notes and need to be included to provide a proper understanding of the accounts. If there is insufficient room here, please add a separate sheet.

1