OpenCharities

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2021-09-30-accounts

2021 2020
~Recei te
Subscriptions 240 240
Donations &collections
Dividends, interest &tax recovered
Dividends 21,751 20,121
Interest - Tilney 73
Interest - CAF 24
21,753 20,218
Other receipts
stipends refunded 6,620
Gross receipts 28,613 20,458
Proceeds received from sale ofinvestment assets 455,964 231,328
Total receipts 484,577 251,786
~Pa elects
Grants for stipends etc.
Merseyside Unitarian Ministry Partnership 23,841 31,788
Grants for repairs etc.
Ullet Road 10,000
Subscriptions
&donations
Wirral Unitarians grant for publicity 500
Ullet Roach Church 250
Rory Castle Jones —Student grant 851
Gateacre Chapel 1,162
General
Book-keeping and accounts fee 3,000 3,204
Book-keeping and accounts fee {LDMT) 3,600 2,970
Independent examination fee 300 300
Churches
publicity
contributions 250
Sundries 718 60
33,370 49,423
Church loans advanced - Note {2)
Payments for investment assets 393,106 208,392
Brokers management
charge
for investment assets - Note {3) 8,267 8,043
434,743 265,858

2021 2020
Cash incomings
per page 1
484,577 251,786
Cash outgoings
per page 1
434,743 265,858
Net increase/(decrease)
in cash balances
49,834 (14,072)
Balance brought forward
from last year
Bank: CAF Cash account 18,647 14,830
Bank: CAF Gold account 9,849 14,827
Bank: Brokers designated deposit accounts 14,737 27,648
43,233 57,305
Balances in hand at end ofyear
Bank: CAF Cash account 58,137 18,647
Bank: CAF Gold account 11,850 9,849
Bank: Brokers designated deposit accounts 23,080 14,737
93,067 43,233
Net increase/(decrease) as above 49,834 (14,072)
2021 2020
Moneta Assets
Bank balances per receipts and payments account
Bank: CAF Cash account 58,137 18,647
Bank: CAF Gold account 11,850 9,849
Bank: Brokers designated deposit accounts 23,080 14,737
93,067 43,233
Total monetar
Assets
Capital Investment
assets
Market value carried forward 868,593 1,004,786
Additions 393,106 208,392
Disposals (390,048) (275,299)
Changes
in valuation
90,137 (69,286)
961,788 868,593
Total assets 1,054,855 911,826
Liabilities
Trustee Company fee (300) '(300)
Bookkeeping
8 accounts fee
(3,420) (3,420)
(3,720) (3,720)
Total net assets 1,051,135 908,106
Notes: