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2022-04-05-accounts

Charity Reference and Administrative Details
Trustees'
Annual
Report
2-3
Independent
Examiners
Report
Statement
of Financial
Activities
Balance Sheet
Statement
ofCash Flows (Not required)
Notes to the Financial Statements 7-12

Charity registration Charity registration number 299056
Trustees Mr Crispian
M P Howard
Mr Paul James
Mrs Theresa J McGregor
Registered Office 69 Burrell Road
Compton
Newbury
Berkshire
RG20 6QX
Independent Examiner Palmer McCarthy
Suite 70
Capital Business Centre
22 Carlton Road
South Croydon CR2 OBS
Bankers CAF Bank Ltd
25 Klrlgs
Hill Avenue
Kings
Hill
West Mailing
Kent ME194JQ
Investment manager Walker Grips Stockbrokers
Old Charlge House
128 Queen Victoria Street
London
EC4V4BJ
Charity registration number 299056

2022 2021
unmstrkted Restricted Endowment
Note fotlds
f
fundsf fundsf Totalf Totalf
Income and endowments from:
Donations
and legacies
Charitable
activities
Other trading
activities
Investments 2 126,133 126,133 131,328
Total income and endowments 126,133 126,133 131,328
Expenditure
on:
Raising funds
Charitable
activities
3 (359,000) (359,000) (336,000)
Other 4 (20,391) (20,391) (19,183)
Total expenditure (379,391) (379,391) (355,183)
Net gains
/ (losses) on
7 255,629 255,629 51,257
investments
Net income I(expenditure) 2,371 2,371 (172,598)
Other recognised gains I (losses):
Gains / (losses) on revaluation of 7 (122,552) (122,552) 845,872
fixed assets
Net movement
in
funds 10 (120,181) (120,181) 673,274
Reconciliation
of
funds:
Total funds brought forward 10 3,923,950 3,923,950 3,250,676
Total funds carried forward 10 3,803,769 3,803,769 3,923,950

2022 2021
Fixed assets
Investments 7 3,643,763 3,808,430
Current assets
Debtors
Investments 8 157,308 81,733
Cash at bank and in hand 9,172 40,081
166,480 121,814
Creditors: amounts falling due within one year 9 (6,474) (6,294)
Net current assets I(liabilities)
160,006 115,520
Net assets I (liabilities)
3,803,769 3,923,950
Charity Funds
Restricted funds
Unrestricted funds 11 3,803,769 3,923,950
Total charity funds 3,803,769 3,923,950

2022 2021
Dividends - equities 20,483 81,674
Interest- interest
bearing securities
72,313 21,809
Overseas Dividends and Interest 33,337 27,845
126,133 131,328

Analysis ofexpenditure
on charitable
activities
2022 2021
Charitable Donations
Children's causes 47,000 64,000
Hospices 34,000 52,000
Other Causes 45,000 10,000
Medical Research 127,000 83,000
Disability
/
Social Work 106,000 127,000
359,000 336,000
Governance
costs
2022 2021
Trustee Expenses 50
Independent Examiner Fee 1,800 1,800
Investment manager fees 18,487 17,247
Bank Charges 104 86
20,391 19,183

Creditors: amounts
falling due within one year
2022 2021
Independent Examiner Fee 1,800 1,800
Bank Charges 14
Investment manager fees 4,665 4,480
6,474 6,294

Balance at Gains I Balance at end
start date Income Expenditure (losses) date
Unrestricted 3,923,950 126,133 (379,391) 133,077 3,803,769
un restrtnted Restnded
funds funds Total
Fixed assets 3,643,763 3,643,763
Cash and current investments 166,480 166,480
Other current assets I liabilities (6,474) (6,474)
Total 3,803,769 3,803,769