| Page | ||||
|---|---|---|---|---|
| Company | Information | |||
| Report of | the Council of | Management | ||
| Report of | the President | |||
| Report of | the Independent | Examiner | ||
| Statement | of Financial | Activities | ||
| Balance Sheet | ||||
| Notes to the Financial | Statements |
(Including summary income and expenditu |
re | account) | account) | ||
|---|---|---|---|---|---|
| Unrestricted Endowment |
Total | Total | |||
| Funds | Funds | 2021 | 2020 | ||
| Notes | |||||
| INCOME Income from quoted investments Income COIF Charity Deposit Fund TOTAL INCOME |
110,552 3 110,555 |
110,552 3 110,555 |
123,219 236 123,455 |
||
| EXPENDITURE | |||||
| Charitable activities: Grants paid Management / administrative expenses TOTAL EXPENDITURE |
136,480 22,709 159,189 |
14,603 14,603 |
136,480 37,312 173,792 |
117,380 37,376 154756 |
|
| NET INCOME/(EXPENDITURE) FOR THE YEAR BEFORETRANSFERS |
48,634 | 14,603 | 63,237 | 31,301 | |
| TRANSFERS BETWEEN FUNDS | 6,431 | (6,431) | |||
| NET INCOMING RESOURCES/(RESOURCES |
EXPENDED) | ||||
| BEFORE REVALUATIONS AND INVESTII/IENT ASSET DISPOSALS |
42,203 | 21,034 | 63,237 | 31,301 | |
| OTHER RECOGNISED GAINS/(LOSSES) | ON | ||||
| INVESTMENT ASSETS | |||||
| Unit Trust Equalisation Realised (net) Unrealised |
7,960 541,909 63,596 613,465 |
7,960 541,909 63,596 613,465 |
3,462 (46,207) 164,423 207,168 |
||
| NET MOVEMENT IN FUNDS |
(42,203) | 592,431 | 550,228 | (238,469) | |
| RECONCILIATION OF FUNDS |
|||||
| TOTAL FUNDS BROUGHT FORWARD | 153,582 | 4,451,804 | 4,605,386 | 4,843,855 | |
| TOTAL FUNDS CARRIED FORWARD | 6111379 | 65044 235 | 65 155614 | f4 605386 |
| BALANCE SHEET AS AT 30SEPTEMB | ER 2021 | ||||
|---|---|---|---|---|---|
| Unrestricted | Endowment | Total | Total | ||
| Funds | Funds | 2021 | 2020 | ||
| Notes | |||||
| FIXED ASSETS: Investments |
5,044, 235 | 5,044,235 | 4,461,804 | ||
| CURRENT ASSETS: Debtors Cash at bank Current deposits |
8 9 10 |
117,686 | 117,686 | 1,609 93,022 66,167 |
|
| 117,686 | 117,686 | 159,788 | |||
| CREDITORS: Amounts falling due within one year |
6307 | 6,307 | 6,206 | ||
| NET CURRENT ASSETS | 111,379 | 111,379 | 153,582 | ||
| TOTAL NET ASSETS | 111379 | 5,044,235 | 5,155,614 | 4,606,386 | |
| FUNDS OF THE CHARITY Endowment Fund Unrestricted fund |
13 13 |
111,379 | 5,044,235 | 5,044,235 111,379 |
4,451,804 153,682 |
| 111,379 | 5,044,235 | 5,155,614 | 4,606,386 |
| PERRY FOUNDATION | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| (A Company limited by guarantee and not having a share |
capital) | |||||||||
| Notes to the Financial Statements | ||||||||||
| for the year ended 30September 2021 |
||||||||||
| 2. CAPITAL GUARANTEED | ||||||||||
| Each ofthe Foundation's trustees undertakes to contribute to the assets of the Foundation, in the event ofthe Foundation being wound up, such sum as may |
be | required | ||||||||
| not exceeding f1. | ||||||||||
| 3. GRANTS PAID | ||||||||||
| Postgraduate Scholarships |
||||||||||
| Joseph Crosby - Harper Adams University Identification of Fusarium resistance within |
UK oat breeding | lines | ||||||||
| Alex Kemp Nottingham Trent University Development of novel approaches to assess and improve |
skeletal development | in | ||||||||
| laying hens | ||||||||||
| Dimitra Aggelopoulou - University of Nottingham |
||||||||||
| Understanding the role of photoprotection |
in disease resistance to Septoria tritici | |||||||||
| blotch in wheat |
||||||||||
| Sean Brierley —Salford University |
||||||||||
| Novel tools for exploring the epidemiology |
oftick-borne | infections of livestock | in | |||||||
| the UK | ||||||||||
| Andrea Gbobaniyi - Salford University |
||||||||||
| Novel tools for exploring the epidemiology |
oftick-home | infections of livestock | in | |||||||
| the UK | ||||||||||
| Rosalind Humphreys - University ofStAndrews Integration of dropping behaviour by pests into integrated |
pest management. | |||||||||
| Sarah Sheppard —Reading University |
||||||||||
| Soil chemistry and soil meso/mircrobiota |
diversity under |
diverse forage mixtures | ||||||||
| Caroline Best — Harper Adams University |
||||||||||
| Stamping Out Lameness: An Investigation |
into Hoof Conformation | and Vaccination | ||||||||
| Laura Sapelli - University of Herts Understanding host resistance to improve |
control of light | leaf spot | on | |||||||
| winter oilseed rape in the UK | ||||||||||
| Rebecca Hoyle - Liverpool University |
||||||||||
| Co-infection and integrated control of liver |
fluke and rumen | fluke | ||||||||
| Adam Peter - Reading University |
||||||||||
| Apples in a Warmer World: Understanding potential effects of climate change on fruit production to mitigate impacts for food and nutritional security |
||||||||||
| Jenna Shaw —Harper Adams University |
||||||||||
| Investigating the chemical ecology of aphid hyperparasitoids |
| 3.GRANTS PAID (cont. ) Postgraduate Scholarships |
||
|---|---|---|
| Alex Milliken - Essex University | 10,000 | |
| Natural variation in pea photosynthesis |
and water use efficiency | |
| AFCP joint studentships | 6,350 | |
| Total cost of Postgraduate Scholarships |
6131,480 | |
| Additional Awards |
||
| Holly Vickery —Reading - small grant NIAB BCPC grant |
4,500 500 f5,000 |
|
| Total cost of all Grants | 6136,480 |
| 6. MANAGEMENT/ADMINISTRATIVE | 6. MANAGEMENT/ADMINISTRATIVE | EXPENSES | 2021 | 2020 |
|---|---|---|---|---|
| Unrestricted Funds: |
||||
| Professional fees |
13,000 | 13,250 | ||
| Travelling and meeting Independent Examiner AFCP subscription Insurances |
expenses remuneration |
2,320 300 1,170 |
280 2,160 300 1,150 |
|
| General administrative |
expenses | 487 | 1,024 | |
| Debit interest and fees |
5,432 | |||
| 22,709 | 18,164 | |||
| Endowment Funds: |
||||
| Cazenove management |
fees | 14,603 | 19,212 | |
| Total | E37312 | E37373 |
| The value of | investments allotted |
to ranges under th |
e Trustee Investment |
Act was as follo | ws: |
|---|---|---|---|---|---|
| 2021 | 2021 | 2020 | 2020 | ||
| Market | Gross | Market | Gross | ||
| Valuef | Income 6 |
Value 6 |
Income 6 |
||
| Listed Investments: | |||||
| UK equities | 28,113 | 1,390,064 | 64,145 | ||
| International | equities | 13,697 | 1,544,479 | 16,673 | |
| UK bonds | 6,076 | 361,030 | 11,879 | ||
| International | bonds | 2,186 | 167,738 | 1,198 | |
| Multi-Asset | 5,036,977 | 41,704 | 185,237 | 1,092 | |
| Property | 15,697 | 470,973 | 21,663 | ||
| Other | 3,079 | 291 536 | 6,510 | ||
| 5,036,977 | 110,552 | 4,411,057 | 123,160 | ||
| Cash and Cash Equivalents: Cash Accounts |
7,258 | 40,747 | 59 | ||
| 65,044,235 | 6110,552 | 64,451,804 | 6123,219 | ||
| Historical cost | 4,973,381 | 63,977,862 |
| All management ch unrestricted fund. |
arges | ar | e | educted at source |
by Cazen | ove prior to |
funds being transfer | red to te |
|---|---|---|---|---|---|---|---|---|
| 2021 | ||||||||
| Cash | &cash | Listed | ||||||
| equivalents | Investments | Total | ||||||
| Carrying (market) Value |
at | Begining of period | 40,747 | 4,411,057 | 4,451,804 | |||
| Add: Additions to investments |
during the period | 6,517,581 | 6,517,581 | |||||
| Less: Disposals at |
carrying | value | (6,497,167) | (6,497,167) | ||||
| Add/(Deduct): Transfer |
in/(out) | in the period | (33,489) | (33,489) | ||||
| Add/ Deduct: Net | ain/ | loss | on revaluation | |||||
| Realised profit on |
sale | 1,015,852 | 1,015,852 | |||||
| Relevant realised net gain in previous periods Revaluation in year |
recognised | (473,942) 63,596 |
(473,942) 63,596 |
|||||
| Carrying (market) |
Value | at | End of period | 67,258 | F5,036,977 | 65,044,235 |
| 2021 | 2020 | ||
|---|---|---|---|
| 6 | 6 | ||
| Deposit interest receivable Accrued income |
4 1,605 |
||
| 61,609 | |||
| 9. CASH AT BANK | 2021 | 2020 | |
| 6 | 6 | ||
| Barclays Bank | 117,686 | 93,022 | |
| 2117606 | E03 022 | ||
| 10. CURRENT DEPOSITS | 2021 6 |
2020f | |
| COLA - COIF Charities Deposit Fund | 65,157 | ||
| E65 157 | |||
| 11.CREDITORS: Amounts one year |
falling due within | 2021 F |
2020 6 |
| Accrued grants and expenses |
6,307 | 6,206 | |
| E6 307 | E6 206 |
| Financial | Year | |||
|---|---|---|---|---|
| 2021/22 | 2022/23 | 2023/24 | 2024/25 | |
| 6 | ||||
| Postgraduate Scholarships |
||||
| Dimitra Aggelopoulou —Nottigham |
6,000 | |||
| Sarah Shepperd —Reading |
10,000 | |||
| Rebecca Hoyle - Liverpool | 12,000 | 3,000 | ||
| Laura Sapelli - Herts | 10,000 | 10,000 | ||
| Adam Peter - Reading | 12,000 | 6,000 | ||
| Alex Milliken - Essex | 10,000 | 10,000 | 10,000 | |
| Jenna Shaw - Harper Scott Ewing - Glagow C McBride-Serrano Lancaster |
12,000 6,200 10,950 |
6,000 12,400 10,950 |
12,400 10,950 |
6,200 |
| Evren Bingol - Herts | 6,000 | 6,000 | 6,000 | |
| Sean Brierley -Salford | 4,500 | 4,500 | ||
| AFCP joint students | 3,700 | |||
| Total | F103350 | 668 850 | 639350 | 66200 |
| 13. CHARITY FU | NDS | ||||||
|---|---|---|---|---|---|---|---|
| 2021 | 2020 | ||||||
| Endowment | Unrestricted | Total | EndowmentUnrestricted | Total | |||
| Fund (EE) | Fund (UR) f |
Funds | Fund (EE) | Fund (UR) 6 |
Funds | ||
| Balances Brought | Forward | 4,451,804 | 153,582 | 4,605,386 | 4,679,942 | 163,913 | 4,843,855 |
| Income | 110,555 | 110,555 | 6,432 | 117,023 | 123,455 | ||
| Expenditure | (14,603) | (159,189) | (173,792) | (19,212) | (135,544) | (154,756) | |
| Transfers | (6,431) | 6,431 | (8,190) | 8,190 | |||
| Gains/(Losses) | 613,465 | 613,465 | (207,168) | (207,168) | |||
| Balances Carried | Forward | f5,044,235 | f111,379 | E5,155,614 | 64,451,804 | 6153582 | 54,605,386 |