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|||Note|2021||2020||
|---|---|---|---|---|---|---|
|Investments
(held in the name ofBrewin|||||||
|Nominees
Limited)|||||||
|General Fund|||4,847.908||3,664282||
|Endowment Ftmds|||123460||95.8&2||
|Restricted Funds|||50,269||33,572||
|||||5,021,437||3,793.736|
|Current Assets:|||||||
|Cash at bank:|||||||
|Current account|||1,815||6,0&2||
|Deposit accounts|||237,916||221,468||
||||239,731||227,550||
|Current Liabilities|||||||
|Amounts
falling due within|one veer||61,202||15,421||
|Net Curvent Assets||||178,529||212.129|
|Net Assets||||51||915,55|
|General Fund Capital - Unrestricted||4.1||4,838,084||3,706,689|
|General Fund Accumulated|Income|||147,423||131.475|
|Endowment
Funds Capital||5.1||112,092||85,568|
|Endowment
Funds Accum|Income - Unrestricted|5.2||29,716||27.574|
|Restricted Funds||6||72,651||54559|
|||||5,599954||4595.555|
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|||l.'nrestricted|Funds|Restrtcted|End mvment|Total|Total|
|---|---|---|---|---|---|---|---|
||||AccIncome|Fumls|Funds|2021||
|Income and Endoumems|from|||||||
|Stocks and sharm|||135.619|1,913|3.137|140,669|160.018|
|Deposit mterest|||220|||228|842|
|Donations||||||||
|Total Income and Endowments|||135.844|1816|3,142|140,902|160.860|
|Kspenditare
on||||||||
|Charitable
activities (notes 5.2and 8)|||(119.896)||(1,000)|(120.896)|(164,008)|
|Generating
funds||||||||
|investment
management|charges|(1E308)||||(15308)|(19,911)|
|Nct gams (losses) oaim|estmeuts|1,146,703||16,176|26,524|1,189,403|(647,590)|
|Net Incom&(espendluuv)||1.131.395|15.948|18,092|28,666|1.194,101|(670.649)|
|Other gains/losses||||||||
|Net kdov emeat m Funds||1.131395|15.948|18,092|28,666|1,194,101|(670,649)|
|Fund balances brought|forsvard|3,706,689|131,475|54,559|113,142|4,005,865|4,676.514|
|Fund balances carried|forward.|4.838.084||72,651|141,808|5.199.966|4,005.865|
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|()noted Investments|()noted Investments||Trust|Pool||Ttttst||
|---|---|---|---|---|---|---|---|
||||Apportioned|Benveen||Pool|Pool|
|||General|Endoivment||Rmtricted|Total|Total|
|||Fund|Funds||Funds|2021|2020|
|Market Value|at31March 2020|3,664~o82|||33.572|3.793.736|4,464.726|
|Add: Additions|atcost|455.087||10,526|6,420|472,033|665980|
|Less: Disposals||(418,164)||(9.672)|(5,899)|(433,735)|(689380)|
|Gain/(Loss) on|revaluation|1.146.703||26,524|16,176|1.189A03|(647390)|
|Market Value|at31March 2020|4,847,908||123260|50269|5.021,437|3,793.736|
|UK equities and unit trusts||||||1.574,984|1.154.837|
|Overseas equities and unit trusts||||||2208.585|1.504330|
|Fixed interest||||||445,885|499,880|
|Other||||||791,983|634889|
|||||||5.021.437|3,793.736|
|Historic Cost at31March||||||3,189,419|3.111.665|
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||||2021|2020|
|---|---|---|---|---|
|3.Current Liabilities|||||
|Grants and|au ards||57,690|9,100|
|Professional|fees||1380|1.344|
|Investment|management|charges|'i 132|4.977|
||||6l 0||
|4.Geneiul
liund|||||
|4.1Capital|||||
|Balance at|1April||3,706.689|4351.330|
|Gain '(Loss) on revaluation|||1.146,703|(624.730)|
|Investment|management|charges|(15308)|(19911)|
|Balance at|31March||||
|4.2 Accumulated
Income|||||
|Balance at|IApril||131,475|138,601|
|Surplus/(deficit)
for the||year|15.948|(7.126)|
|Balance at|31Match||,e|131,475|
|General Fund|Total at31|Mmvh|4,985.507|3.838.164|
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|5.1Capital||||||||||
|---|---|---|---|---|---|---|---|---|---|
||||||||Goin on||Balance|
||ptxsul||||I April|2020|Revaluation||31!liar2021|
||||||I|||||
|Jolm Goodfellotv Prize||||||19,648|6,066||25,714|
|James Turner Prize||||||31,000|9,635||40,635|
|David Fuller|Memorial|||||10,347|33]]||13.558|
|Girdlestone|Society-R BDuthie Fund|||||24.573|7,612||32.185|
|||||||85.568|26,524||112.092|
|5.2Accumulated
Income||||||||||
||||||Balance||Income|Expenditure|Baatnce|
||||||I April|2020|||31Elar 2021|
|John Goodfellotv Prize||||||8.148|721||8.869|
|James Turner Prize||||||8,117|1,138||9"55|
|David Fuller|Memorial||Fund|||]B02|380||1.682|
|Girdlestone|Society|RBDutluelund||||10,007|903|(1,000)|9,910|
|||||||27,57-'1|3.142|(1,000)|29.716|
||||||||2021||2020|
|Total Endowment||Fuads at31March|||||141.808||113.142|
|6.Restricted Fund||||||||||
|||||Balance|Income||Loss on|Expeaditure|Balance|
|||||1Apra 2020|||||31Mar 2021|
|Theatres (Biomet) Fund||||2353|||||2353|
|John Spivey|Prize|||52.206||16,176|1,916||70.298|
|||||54,559||16.1'76|1,916||72.651|
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|8.Analysis ofCharitable
Ezpenditur|e|||||||
|---|---|---|---|---|---|---|---|
||||||||2020|
|Grants snd awards (note 9)||||||110,575|153,440|
|Other charitable
expenditure
(note 10)||||||9,321|8.868|
|||||||ll .I86|36 .363|
|9.Grants end Awards||||||||
|||||||2021||
|Lord Nuffteld
Scholarship
in orthopaedic|||surgery|||323550|32.550|
|Girdlestone
Memorial
scholarship
in|orthopaedic|||surgeO||32.550|32.550|
|Additional
scholarships|||||||3Q,665|
|Research grants||||||19,425|19A25|
|Total orthopsedic
scholarships||||||84,525|115.190|
|Kenwright
Prize|||||||500|
|Lord Nuffteld
scholarship
in aftercare|||||||600|
|FeiIden nursing
scholarship|||||||600|
|Elizabeth Handfield
Jones traielling|scholarship||||||600|
|Girdlestone
Memorial
nursing
scholarship|||||||600|
|Coiirse, coiiferetice alai navel grailts||||||||
|Nuffield Dept. ofOrthopaedic
Surgery||research||assistant||30.850|30.850|
|Grant forjournals
and professional
publications
Joseph Trusts prize|||||||3,QOO
1,500|
|Unpaid prizes relating to earlier rema||||||(5,300)||
|Grants and Awards from the General||Fund||||".3||
|Total Grants and Awards
for the tear||||||||
|General fund|||||Note 8|119.896|162,308|
|Endowment
funds - Capital|||||Note 5.1|||
|Accumulated|||Income||Note 5.2|1,000|700|
|Restricted
funds|||||Note 6||1.000|
|||||||120.896|3
.
3|
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||||2021|2020|
|---|---|---|---|---|
||||E|E|
|Trustees meetings|||||
|Salary ofsecretary|||7.665||
|Audit'Independent|examination|fee|1.380|1.152|
|Office expenses|||276|51|
||||9921|8.868|
##
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|12.Staff|Costs||||
|---|---|---|---|---|
|||||2020|
|Salaries|||7,665|7,665|
|National|insmance costs||||
||||7.665|7.665|
|The Trust|has one part-time|emplo) ee|||
|13.Ana|tyuis ofAssets and LiabiTities||||||
|---|---|---|---|---|---|---|
|||l:nreetrieted|nocti'letml|Kndoument|Total|Total|
|||Funds|Sunda|Funds|2S2S|telo|
|Investments||4,847.908|50269|123760|5.021,437|3,793,736|
|Current|assets|198.801|22382|18.548|239,731|227.550|
|Current|liabilities|(61?02)|||(61202)|(15.421)|
|||4,985507|72.651|141,808|5.199,966|4.005.865|
##
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|||Unrestricted|Funds|Restricted|Endoument|Total|
|---|---|---|---|---|---|---|
|||Capital|Acc Income|||2020|
|Income and Endearments|from||||||
|Stoclu and shares|||154369|'2,112|3.537|160.018|
|Deposit interest|||813||18||
|Total Income and Endouvnents|||155.182|2,123|3655|160.860|
|Expenditure
on
Charitable
activities|||(162.308)|(1,000)|(700)|(164.008)|
|Generating
funds|||||||
|Investment
management||(19.911)||||(19.911)|
|Net gains'(tosses)
on investments||(624,730)||(8/48)|(14@12)|(647,590)|
|Net Incomel(espenditure)||(644„641)|(7.126)|(7,425)|(11,457)|(670,649)|
|Other gains losses|||||||
|Net Movement
in Funds||(644,641)|(7,126)|(7,425)|(11.457)|(670.649)|