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|||Page No:|
|---|---|---|
|Rcport ofthe trnstccs||l-4|
|Repoit ofthe anditors||5- tt|
|Stntement oftinancial|activities||
|Balance sheet||10|
|Notes forming part of|the financial statements|ll - l4|





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|||||Note|2022|2021|
|---|---|---|---|---|---|---|
|Income|||||||
|Investment<br>Income|||||||
|Dividends<br>aml Interest from t)note&I Invest&nants|||||119,798|112,905|
|Interest on Deposits|||||||
|Total Income|||||119,798|112,905|
|Kxpen&litarc|||||||
|Costs ofGenerating|Funds||||||
|Inveshnent<br>Management||Costs|||600|600|
|Charitable<br>Activities:|||||||
|Grants Paid||||4|115,000|115,000|
|Ivlanagement<br>and|Ad&ninist&ntion|||5|10,875|10,836|
|Totnl Expenditure|||||326473|126,436|
|Nct Elxpen&lltnre|||||(6,677)|(13,531)|
|Other Recognised<br>Gains nml Losses|||||||
|Gains on Investment|Assets|||7|1l9993|l,l49,826|
|Nct Movement<br>in Fnn&ls|||||I]3,316|1,136,295|
|Rccouciliation ofFnmls|||||||
|Total Funds Brought|Forward||||4,815,339|3,679,044|
|Total Funds Carried|Fornvarxl||||64,928,655|f4,815,339|
|All funds represent<br>unrestricted|||income funds.||||





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|3|Origin and Source (Continue&1)||||||||
|---|---|---|---|---|---|---|---|---|
||hi additlou<br>to lhe bequest ofshares in Syona Investments<br>Limited, Phyllis Goldberg|||bequeathed||her iasidua&y estate|||
||to the Trnst- subject to a life tenancy.<br>The lifo toimnt died in March 1992nnd subsequently||||all the residuary|||estate|
||has been transferred<br>to the Trust.||||||||
||Clmritnble<br>Activities||||||||
||Grants Paid||||2022||2021||
||The British Stammering<br>Association - To fund researcii into stammering||and to give||||||
||help<br>nn&1 enconragement<br>to stmnmcrars<br>-Sydney Goldberg was|a stammerer.||||15,000||15,000|
||Children<br>with Special Needs Foundation<br>-Tosuppoit children|ivitb special needs|||||||
||residing<br>in Snrrey Heath and the immediately<br>surrounding<br>areas.|||||15,000||15,000|
||Fight Bladder Cancer-To fund research<br>Into Bladder Cancer aild to provide patient-||||||||
||centred support and care.|||||2,000|||
||Life Centre - To provide support<br>to men, women<br>mt&I chil&tran ivho have||been raped|or|||||
||sexually<br>abused,|||||15,000|15,000||
||Child Brain Injury Trust - To provide suppers pmjects for childmn,<br>young people and||||||||
||their families fioin the onset ofchildhood<br>acqnired<br>brabi injury.|||||7,500||7,500|
||Lisa May Foundation<br>-For distribution<br>to local charities that Imve a medical||||||||
||disabilityhvelfam<br>component,|||||10,000|10,000||
||Mattheivs<br>Friends - To increase the awmvness<br>ofthe effects of|epilepsy|in children|mid|||||
||to provide suppoit<br>an&i educate mid advise on the ivelfara ofthe|child.||||15,000|15,000||
||Chailey Heritage Bnterprise Centre - To support training<br>and ivork experience for||||||||
||&lisablcd adults|||||3,000||3,000|
||Alzhaimeis<br>Research UK - Tofiuid research into deiuentia|||||5,000||5,000|
||British Barthquake k Tsunauii<br>Suppoit - To help fund YASAH|School Medical Centre,|||||||
||toilets and 2neiv classrooms<br>in Indonesia.|||||||3,000|
||Nepal Earthquake<br>Appeal - Tocontribute<br>toivards rebuilding<br>schools, constructing||||||||
||shelter homes etc in niral areas|||||10,000|10,000||
||Datum Foun&lntion<br>-To complete a neiv clean water supply at The Rural||Maternity||||||
||Clinic in Chikwina<br>in No&them Malawi.|||||2,000||3,000|
||Friends ofChildren<br>in Ronmnia - Toprovide<br>funds to support a|children's|orphanage|in|||||
||Romania.|||||3,500||3,500|
||Inspire Foundation- Tofund research<br>into independence,<br>quality|oflife and dignity||atter|||||
||spinal chord injuiy.|||||2,000|||
||The Dystonia Sooiety- To fund research<br>into Dystonia<br>and help|sufferem|front this||||||
||ilellrologlca<br>Idisease.|||||10,000|10,000||
||||||555,055||555,005||





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|5|Governance<br>Costs||||2022|20?I|
|---|---|---|---|---|---|---|
||Management<br>aml Administration||||||
||Audit fee (including<br>VAT)||||1,620|1,596|
||Aduilnlstration<br>aud Accounting||(hichiding VAT)||9,255|9,240|
||||||19.875|19.834|
|G|Financial Instruments||||2022|2021|
||||||g|f.|
||Financial assets measured|at fair value through||Statement of|||
||Financial Activities||||4,675,889|4,731,995|
||Finaucial assets measured|at lair value through||the Statemeut ofFinancial Activities comprise|||
||h&vestmo)3ts.||||||
||Invest&nents||||2022|2021|
||||||f,||
||Market value at 6April 2021||||4,731,995|3,575,340|
||Acquisitions<br>at cost||||184,5GZ|410,064|
||Disposals at maiket value||||(360,661)|(403,235)|
||Not gains||||119,993|1,149,826|
||Market Vnlue as at 5April 2022||||4,475.8119|4.731.995|
||Iuvestnwnts<br>at Market Value Comprised||||2022|2021|
||Quoted||||||
||UK Fixed Interest Securities||||369,275|594,988|
||UK Equities and Funds||||3,747,978|3,737,614|
||Overseas Equities||||558,636|399,393|
||||||4 475,889|4,731,995|



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