GRANTS AND DONATIONS 2016-2017

 

£50,000 or Over

The Executors of Mr & Mrs J Topham’s Estate

 £30,000 or Over

The H B Allen Charitable Trust

  £10,000 or Over

Oswestry Rheumatology Association

  £5,000 or Over

Bernard Sunley Charitable Fund

  £1,000 or Over

Rev J Dudley

In Memory of Mr David Alwyn Jones

Mrs D M Hughes

The Trustees of The Lord Austin Trust

Mr W M Williams

Mr R J Rushton

Mr Richard Whitehurst

The John Avins Trust

The Westcroft Trust

The Fence Club Trust Fund

The W E D Charitable Trust

The Grace Charitable Trust

The Hospital Saturday Fund

The Charles Wolfson Charitable Trust

  £500 or Over

Shropshire Masonic Charitable Association

Baddiley Consolidated Charities

The Gisela Graham Foundation

Miss Y L Gray

Chirk Bank Community Group

In Memory of Mrs Daisy A Jones

Marsh Christian Trust

Seventh Earl of Bradford’s 1981 Charitable Trust

 

 

                                                                                                                                                                                                                                                                         

£100 or Over

Mrs Doreen Webb

In Memory of Mr M Carroll

Mr R S Ridyard

UCB Pharma

Mr P Cool

In Memory of Mr Cooper

Mr Liam Bond

In Memory of Mr G Baines

Professor Sally Roberts

Rotary Club of Wem and District

The Strasser Foundation

Midland Rheumatology Society

Mrs Ellen Harrison

Mr Tony Robinson

 

 

Others

 

Davis Rubens Charity

Mrs G Owen

Claire Mennan

Bank House Developments

In Memory of Mrs E Bullen

Dr N Kuiper

Miss P Hewitt

In Memory of Mr M E Morgan

Barbara Conner

Mr Douglas Walker

Mrs M Rowley

Mrs H Hall

Mr T H Griffiths

Miss G Cribb                                                                                                                                                                                                                                        

 Accounts

The following information shows the Summary Statement of Financial Activities, Balance Sheet and a report from the Auditors. The financial reports have been extracted from the audited financial statements for the year ended 31st  March 2017.

 Statement of Financial Activities for the Year Ended 31 March 2017

 

Unrestricted

Designated

Restricted

Total

Total

 

 

funds

funds

funds

2017

2016

 

 

 

 

£

£

£

£

£

 

Income from:

 

Donations and legacies

 

16,263

-

124,861

141,124

122,124

 

Charitable activities

 

213,682

178

-

-

213,682

178,014

 

 

 

 

Investments

 

45,752

-

-

45,752

42,686

 

 

Total income

275,697

-

124,861

400,558

342,824

 

Expenditure on:

 

 

Raising funds

88,912

-

-

88,912

79,236

 

Charitable activities 

268,609

-

60,742

329,351

327,784

 

Total resources expended

 

357,521

-

60,742

418,263

407,020

 

 Net gains on investments

 

164,993

-

-

 

164,993

(64,013)

 

 

________

________

________

 

________

________

 

Net incoming/(outgoing) resources before transfers

 

83,169

-

64,119

 

147,288

(128,209)

Gross transfers between funds

 

147,122

 

(147,122)

-

-

-

 

Net income/(expenditure) for the year / net movement in funds

230,291

 

(147,122)

64,119

 

147,288

(128,209)

Fund balances at 1 April 2016

 

57,535

2,005,804

1,067,325

3,130,664

3,258,873

 

Fund balances at 31 March 2017

 

287,826

1,858,682

1,131,444

3,277,952

3,130,664

 

 

                                                               Balance sheet as at 31 March 2017 

 

2017

2016

 

 

£

£

£

£

Fixed assets:

Tangible assets

 

 

1,436,393

 

1,474,193

Investments

 

 

1,309,052

 

1,187,023

 

2,745,445

 

2,661,216

Current assets:

Debtors

 

5,682

 

990

                          

Cash at bank and in hand

572,038

 

495,133

 

 

577,720

 

496,123

 

Creditors: amounts falling due within one year

 

 

(45,213)

 

(26,675)

 

Net current assets

 

532,507

 

469,448

Total assets less current liabilities

 

3,277,952

 

3,130,664

Income funds:

Restricted funds

 

 

1,131,444

 

1,067,325

Unrestricted funds

Designated funds

 

 

1,858,682

 

2,005,804

Unrestricted funds

287,826

 

57,535

 

________

 

________

Total unrestricted funds

2,146,508

 

2,063,339

 

3,277,952

 

3,130,664

 The full financial statements, from which this information has been extracted, were approved by the Board of Trustees on 2 June 2017 and were signed on its behalf by Dr B A Ashton, Chair of Trustees.

 The full financial statements for the year ended 31 March 2017 were subject to audit and the Auditors’ report was unqualified.

 These summarised financial statements are only a summary of the information, relating to the statement of financial activities and the balance sheet contained in the audited financial statements and are not in themselves statutory accounts. A copy of the full financial statements and report of the trustees can be obtained from the Charity Commission website.

 Independent auditor’s statement to the Board of Trustees of The Orthopaedic Institute Ltd

 We have audited the financial statements of the Orthopaedic Institute Ltd for the year ended 31 March 2017 and have reported to the charitable company’s members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006.

 Opinion

As the summarised financial statements have been extracted from the full financial statements on which we conducted our audit, it is our opinion that they are consistent with those full financial statements.

 Baldwins Audit Services Ltd, Churchill House, 59 Lichfield Street, Walsall, West Midlands, WS4 2BX