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2025-05-31-accounts

GLADSTONE THEATRE TRUST

ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 315' MAY 2025

CHARITY No. 1016452

GLADSTONE THEATRE TRUST TRUSTEES’ REPORT FOR THE YEAR ENDED 315 MAY 2025 a The Trustees present their annual report and financial statements of the charity for the year ended 315 May 2025.

The financial statements have been prepared in accordance with the charity’s constitution, the Charities Act 2011 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) effective 1 January 2019.

OBJECTIVES AND ACTIVITIES

The objects of the Trust are to educate the public in the dramatic, operatic, and musical arts and to further the development of public appreciation and taste in the said arts by the provision of a community theatre. In order to meet this objective, the Trust oversees all aspecis of the Gladstone Theatre, Port Sunlight including its upkeep, operation and financial management. In considering the objectives and activities, the Trustees have considered Charity Commission guidance on Public Benefit to ensure that the organisation is meeting its Public Benefit requirements.

ACHIEVEMENTS AND PERFORMANCE Gladstone Theatre has continued to thrive as both a performance venue and a community hub. We have seen strong growth in the number of local amateur societies performing on our stage, a reflection of our commitment to nurturing local talent and providing a platform for community creativity. A particular highlight was hosting the first-ever NODA District Awards for our region, which saw an excellent turnout and gave us the chance to celebrate the remarkable achievements of our local societies.

Our annual Christmas Pantomime was another standout success, proving to be our most popular to date and reinforcing its place as a key fixture in our calendar. Beyond performances, we have worked hard to develop our community space, welcoming regular groups such as a WI Group and a dementia support group. We also successfully reinstated our Cinema Club, supported by Tesco, who kindly provide complimentary tea and coffee, helping us make this activity even more inclusive.

Theatre programming has also gone from strength to strength, with a 70% increase in the number of shows we hosted compared to the previous year. To support this growth, we have invested in significant technical improvements, including a new lighting desk, additional rig lighting, a Coda sound system, and the installation of a new set of hemps. These upgrades ensure we continue to meet the needs of both our local societies and visiting touring companies.

FINANCIAL REVIEW

Total income in the year was £385,864 (2024: £305,453) of which £4,542 (2024: Enil) related to funding for projects upon which restrictions are placed. Total expenditure in the year was £334,676 (2024: £240,332), leaving a surplus for the year of £51,188 (2024: surplus £65,121).

At 31% May 2025 the charity reserves stood at £338,252 (2024: £287,064).

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; GLADSTONE THEATRE TRUST TRUSTEES’ REPORT FOR THE YEAR ENDED 31S MAY 2025 —_——

Reserves Policy

It is the policy of the charity to maintain unrestricted funds, which are free reserves at a level to cover redundancy provision and three months running costs should no further funding be received.

As at the end of the financial year the unrestricted funds, totalled £333,786 less fixed assets of £188,620 leaving a balance of £145,166. The charity requires £4,369 for redundancy provision, £83,650 for three months total running costs (Total £88,019) The trustees plans for the balance of the unrestricted reserves is maintenance and improvement to the theatre and continuation of the theatre activities.

Risk management

The main risks to which the charity is exposed as identified by the Trustees have been considered and systems have been established to mitigate those risks.

Plans for the future

Looking forward, our focus will be on further strengthening our role at the heart of the community, We plan to continue expanding our community space and are exploring the development of a daytime theatre café, which would allow us to welcome visitors beyond performance times. We are also excited to launch our first Theatre School during the summer holidays, offering children the chance to perform and build their confidence on stage.

In addition, we will continue to support local societies by introducing a showcase event, giving groups the opportunity to promote their upcoming productions and increase ticket sales. Alongside these initiatives, we are committed to enhancing the visitor experience, with plans to renew the auditorium carpet, refresh the bar area, and make improvements to our fixtures, all while working towards becoming more welcoming and environmentally friendly.

STRUCTURE, GOVERNANCE AND MANAGEMENT

The Board of Trustees also forms the Executive Committee which appoints officers who are responsible for the day-to-day running of the theatre. Sub-committees operate with specific responsibilities as under:

The Management Committee is elected annually at the Annual General Meeting of the Trust, a member representing The Port Sunlight Players, Bebington Dramatic Society and Hoylake and West Kirby Society plus one representative of the Theatre Ambassadors each nominate two of their members.

The Management Committee has the following powers:

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GLADSTONE THEATRE TRUST TRUSTEES’ REPORT FOR THE YEAR ENDED 31% MAY 2025

Recruitment and appointment of Trustees

Trustees are usually nominated and then either co-opted on to the Committee or voted on at the AGM and can be asked to specialise in their various roles on the Trust Committee.

REFERENCE AND ADMINISTRATIVE DETAILS

Name Gladstone Theatre Trust
Charity Number 1016452
Registered Office Gladstone Hall
Greendale Road,
Wirral CH62 4XB
Trustees Lesley Broadbere (Appointed 12" November2024)
Jane Davenport
Kevin Fishwick
Valerie Houldin
Joan Mason
David Oliver
Janet Roxby (Chair)
Carol Shickell (Treasurer)
Dawn Smith
Keith Taylor
Independent Mrs Ying Huang (ACCA)
Examine C/O (LCVS)
151 Dale Street,
Liverpool,
L2 2AH
Bankers National Westminster Bank plc,
93 Greendale Road,
PortSunlight.

Signed on behalf of the Trustees

Janet Roxby, Chair Date: ... \AnVp- LOIS

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INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE GLADSTONE THEATRE TRUST

| report on the accounts of the charity for the year ended 31%t May 2025 which are set out on pages 8 to 17.

Respective The charity's trustees are responsible for the preparation of the responsibilities of accounts. The charity’s trustees consider that an audit is not trustees and examiner required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to:

Basis of ind dent My examination was carried out in accordance with general Snaniner's statement directions given by the Charity Commission. An examination examiners statement includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair view and the report is limited to those matters set out in the statement below.

Independent examiner's |n connection with my examination, no matter has come to my statement attention:

have not been met; or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Name: Mrs Ying Huang a —_ Relevant professional qualification or body: ACCA Address: c/o LCVS 151 Dale Street, L2 2AH Dated: coat fos (202k, .

GLADSTONE THEATRE TRUST STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 315* MAY 2025 eeee ee eee ee EN MAT eo

Notes Unrestricted
Funds
Restricted
Funds
Total
Funds
Total
Funds
2025 2025 2025 2024
Income and endowments
from:
é £ £ £
Donations and legacies
Charitable activities
Investments
2a
2b
2c
4,060
376,708
554
-
4,542
-
4,060
381,250
554
1,497
303,020
936
Total income 381,322 4,542 385,864 305,453
Expenditure on:
Charitable activities 3 334,600 76 334,676 240,332
Total expenditure 334,600 76 334,676 240,332
Netincome, Netmovement in
funds
46,722 4,466 51,188 65,121
Total funds broughtforward 13-14 287,064 - 287,064 221,943
Totalfundscarriedforward 12-14 333,786 4,466 338,252 287,064

The notes on pages 8 to 17 form part of these accounts. The net movement in resources for the year was derived from the continuing activities of the trust.

GLADSTONE THEATRE TRUST BALANCE SHEET AS AT 31% MAY 2025

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||||||||| |---|---|---|---|---|---|---|---| |Notes|315t May|2025|315|May|2024| |Fixed|assets|£|£|£|£| |Tangible|assets|4|123,689|119,119| |Right|of use|asset|5|69,397|86,746| |193,086|205,865| |Current|assets| |Stock|7|3,481|2,469| |Debtors|8|7,063|14,849| |Cash|at|bank|and|in|hand|375,675|272,091| |386,219|289,409| |Current|Liabilities| |Creditors:|amounts|falling|due|within| |one year|9|(171,486)|(119,706)| |Net|current|assets|214,733|169,703| |Total|assets|less|current| |liabilities|407,819|375,568| |Creditors:|amounts|falling due|44|(69,567)|(88,504)| |after|more|than|one|year|;| |Net|assets|338,252|287,064| |Funds:| |Restricted|funds|12,14|4,466|-| |Unrestricted|funds|12|-13|'|333,786|287,064| |338,252|287,064| |Approved|by Trustees on An|Nn|2025| |.|etae|_|Can|Sob|~|\|Ato| |Janet Roxby,|Chair|Carol|Shickell,|Honorary Treasurer|

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GLADSTONE THEATRE TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31*t MAY 2025 eee

1. Accounting Policies

Basis of accounting The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (SORP 2019) effective 1st January 2019 and Charities Act 2011. The accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The accounts are prepared in sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.

Going concern

At the time of approving the accounts, the Trustees have a reasonable expectation that the charity has adequate reserves to continue in operational existence for the foreseeable future. Thus, the Trustees continue to adopt the going concern basis of accounting in preparing the accounts.

Fund accounting

Unrestricted funds are the charity’s free reserves available for the Trustees to apply in accordance with the charity’s objectives.

Restricted funds are subject to specific restrictive conditions imposed by the donor. All restricted funds are accounted for as restricted income and expenditure for the purposes is charged to the fund.

Income recognition

All income is recognised once the charity has entitlement to the income, there is sufficient certainty of receipt and so it is probable that the income will be received, and the amount of income receivable can be measured reliably.

Donations and legacies comprise of donations and general grants which are recognised in the accounts when received, with the exception of known legacies which are accounted for when their receipt is certain.

Income from charitable activities is recognised on an accrual’s basis except for grants receivable, which are recognised on the date on which their unconditional payment is confirmed by the donor.

Income from investment relates to bank interest received and is recognised when the amount is certain. Income received on funds for a specific purpose is allocated to that fund were material.

Other Income relates to rental income and gains on disposal of tangible asset and is recognised when the amount is certain.

Fixed Assets

Capital expenditure of £500 and over is stated in the balance sheet at cost or revaluation less accumulated depreciation. Depreciation is provided to write off the cost of each asset over its expected useful life as below:

Theatre Improvements, Equipment & Furnishings 10% reducing balance basis Electrical equipment 3 years straight line basis

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GLADSTONE THEATRE TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31* MAY 2025

Fixture and Fittings

Right of Use Assets

3 years straight line basis

Over the term of the lease

Stock

Stock held comprises bar refreshments and is valued at the lower of cost or net realisable value.

Expenditure recognition

Liability is recognised as soon as there is a legal or constructive obligation committing the charitable company to that expenditure, it is probable that settlement will be required and the amount of the obligation can be measured reliably.

All expenditure is accounted for on an accrual basis. All expenses, including support costs and governance costs, are allocated or apportioned to the applicable expenditure headings in the Statement of Financial Activities. Support and governance costs are applied to unrestricted funds unless specifically included in the restrictions, as specified by the donor.

Expenditure on charitable activities relates to the operation of the charity comprising of direct charitable expenditure to meet the objectives of the charitable company. Support and governance costs relate to the management and operation of the organisation and also compliance with constitutional and statutory requirements in producing the annual report. These are dealt with in the Statement of Financial Activities when payment has been approved by the charitable company.

Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other shortterm liquid investments with original maturities of three months or less, and bank overdrafts.

Financial instruments

The charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the charity's balance sheet when the charity becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

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GLADSTONE THEATRE TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31S MAY 2025

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future receipts discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised. Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the charity’s contractual obligations expire or are discharged or cancelled.

Critical accounting estimates and judgements

In the application of the charity’s accounting policies, the Trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an on-going basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

All expenditure is accounted for on an accrual basis. All expenses, including support costs and governance costs, are allocated or apportioned to the applicable expenditure headings in the Statement of Financial Activities. Support and governance costs are applied to unrestricted funds unless specifically included in the restrictions, as specified by the donor.

Cost of charitable activities relates to the operation of the charity comprising of direct charitable expenditure to meet the objectives of the charity. Support and governance costs relate to the management and operation of the organisation and compliance with constitutional and statutory requirements in producing the annual report. These are dealt with in the Statement of Financial Activities when payment has been approved by the charity

Taxation

Income and gains are exempt from taxation as they are received and applied for charitable purposes only. The charity benefits from various exemptions from taxation afforded by tax legislation and is not liable to corporation tax on income or gains falling within those exemptions. The charity is able to recover Value Added Tax. Expenditure is recorded in the accounts exclusive of VAT.

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GLADSTONE THEATRE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 315t MAY 2025

2. Income and endowments from 2. Income and endowments from
Unrestricted Restricted Total Total
Funds Funds Funds Funds
2025 2025 2025 2024
a. Donations and Legacies £ £ £ £
Donations 4,060 4,060 1,497
All donation income received in 2024 was unrestricted
b. Charitable activities £ £ £ £
Bar & catering 124,799 - 124,799 91,095
puchyofLancasterBenevolent : 4542 4,542 -
Leverhulme Drama Festival 3,574 - 3,574 3,871
Theatre hire and ticket sales 248,335 - 248,335 208,054
376,708 4,542 381,250 303,020
All charitable activities income received in 2024 was unrestricted
c) Investments £ £ £ £
Bank interest 554 = 554 936
All investment income received in 2024 was unrestricted.
3. a) Expenditure on: Charitable activities
Direct Support&
Charitable Governance Total Total
Expenditure Costs 2025 2024
£ £ £ £
Theprovision of
a community
theatre
307,648
,
27,028
,
334,676
;
240,332
,

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GLADSTONE THEATRE TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31° MAY 2025

eee

a. Analysed as follows:
Direct
charitableexpenditure:
Staffsalary costs
Pension
Theatre activities
Barand catering
Sessional fees
Leverhulme Drama Festival
Advertising and marketing
Heatand light
Telephone and internet
Refreshments
2025
£
77,884
1,368
42,168
56,079
-
1,585
10,966.
20,275
4,264
-
2024
£
27,264
575
40,777
38,399
2,446
1,883
4,067
15,795
6,285
745
Repairs and renewals
Rates and water
Cleaning andwaste disposal
PRS and licenses
Security
Insurance
Postage, printing and stationery
Subscription
Right ofuse interest
3,817
3,626
3,097
7,975
1,432
1,382
2,125
1,125
448
3,174
3,883
10,168
6,083
1,501
4,850
292
111
312
PayPal charges
Bank charges
37,600
-
25,156
948
Right ofuse depreciation
Depreciation
17,349
13,083
16,539
9,952
307,648 221,205
2025 2024
Support&governance: £ £
Staffsalary costs
Commission
17,761
147
18,298
-
Travel expenses 12 -
Training 115 -
Computer support 262 348
Legal fees 2,621 -
Equipment hire 690 -
Sundry 2,259 22
Bank charges 675 -
Payroll fees 737 -
Accountancy fee 1,749 459
27,028 19,127
334,676 240,332

£76 (2024: Enil) of the above expenditure relates to restricted funding.

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GLADSTONE THEATRE TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31*t MAY 2025 eee

b) Staff Costs

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|||||| |---|---|---|---|---| |2025|2024| |£|£| |Salaries|93,466|45,562| |Social|security|costs|2,179|-| |Other|pension|costs|1,368|575| |97,013|46,157|

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c) Particulars of employees:

The average number of employees during the year 3.58 (2024: 2.09), and calculated on the basis of full-time equivalents, was as follows:

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||||| |---|---|---|---| |2025|2024| |Charitable|activities|3|2.0|

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There were no employees with emoluments over £60,000 p.a. (2024: none).

No reimbursement or out-of-pocket expenses took place during the year (2024: £nil) connected person (see Related Parties note).

4. Tangible fixed assets

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||||||||||| |---|---|---|---|---|---|---|---|---|---| |Theatre,|Electrical|Fixture|and| |equipment|Equipment|Fittings|Total| |&|Furnishings| |Cost|£|£|£|£| |Balance|at|18' June|2024|568,062|7,681|38,016|613,759| |Additions|-|10,753|6,900|17,653| |At|318!|May 2025|568,062|18,434|44,916|631,412| |Accumulated|depreciation| |Balance|at|1*' June|2024|487,225|7,252|163|494|640| |Charge|for the|year|8,084|2,950|2,649|13,083| |At|31% May|2025|495,309|9,602|2,812|507,723| |Net|Book Value|at 315|May|2025|72,753|8,832|42,104|123,689| |Net|Book Value|at|318t|May|2024|80,837|429|37,853|119,119|

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There were no material commitments at the year-end.

All fixed assets are used in the direct charitable activities of the organisation.

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GLADSTONE THEATRE TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31° MAY 2025

5. Right of use assets

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||||||| |---|---|---|---|---|---| |Right|of|use| |Asset| |Cost:|£| |Balance|at|18t June|2024|121,445| |Disposal|(-)| |Balance|at 31S* May|2025|121,445| |Depreciation:| |Balance|at|1§t June|2024|34,699| |Charge|for the|year|17,349| |At|318t|May 2025|52,048| |Net|Book Value|at|31St May|2025|69,397| |Net|Book Value|at|318t May 2024|86,746|

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|||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---| |The|charity|signed|a|lease|agreement|on|the|4"|of October 2021|for the|Gladstone|Hall,| |Greendale|Road,|Bromborough,|Wirral|CH62 4XB|for|7|years|starting|24"|June|2022| |6.|Financial|instruments| |2025|2024| |Carrying|amount|of financial|assets:|£|£| |Debt|instruments|measured|at|cost|382,738|286,941| |Carrying|amount|of financial|liabilities:| |Measured|at|cost|22,984|64,614| |7.|Stock| |Stock|comprises|of bar|refreshments|to|be|sold| |2025|2024| |£|£| |Stock|3,481|2,469|

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GLADSTONE THEATRE TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 315 MAY 2025

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||||||||| |---|---|---|---|---|---|---|---| |8.|Debtors| |2025|2024| |£|£| |Trade|debtors|-|9|849| |Prepayments|7,063|5,000| |7,063|14,849| |9.|Creditors:|amounts|falling|due|within|one|year| |2025|2024| |£|£| |Trade|creditors|2,603|49,160| |Accruals|1,404|113| |Deferred|income|(See|note|10)|118,593|54,410| |Pension|288|112| |VAT|11,776|683| |Other|creditors|36,822|15,228| |171,486|119,706| |10.|Deferred|Income| |2025|2024| |£|£| |Deferred|income|at|1t June|2024|54,410|46,213| |Amounts|received|in|the|year|118,593|353,922| |Amounts|credited|to|statement|of|financial| |activities|(54,410)|(345,725)| |Balance|at|315 May|2025|118,593|54,410|

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Deferred income comprises funds received in advance of the provision of shows which will be performed in a future date after the current accounting period.

11.Creditors: amounts falling due after more than one year

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||||| |---|---|---|---| |2025|2024| |£|£| |Other|Creditors|69,567|88,504|

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|

Other creditors comprise lease commitments on the Gladstone Hall, Greendale Road, Bromborough, Wirral CH62 4XB for 7 years starting 24" June 2022 for 7 years adjusted as per IFRS 16 with discount rate of 0.95%

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GLADSTONE THEATRE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 315t MAY 2025

12.Analysis of Net Assets between Funds

Tangible Right of Net Creditors due Total
2025
Unrestricted Funds
Fixed
Assets
£
Use
Asset
£
current
assets
£
morethan
Oneyear
£
£
General Fund 119,223 69,397 214,733 (69,567) 333,786
Restricted Funds
Duchy ofLancaster
Benevolent Fund
4,466 ° : 4,466
Total Funds 123,689 69,397 214,733 (69,567) 338,252
Tangible Right of Net Creditors due Total
2024. Fixed Use current more than
Assets Asset assets One year
Unrestricted Funds £ £ £ £ £
General Fund 119,119 86,746 169,703 (88,504) 287,064
Restricted Funds - - - - -
TotalFunds 119,119 86,746 169,703 (88,504) 287,064

13.Unrestricted funds

The following funds are designated for specific purposes by the Trustees:

Movement in the year
Reserves Income Expenditure Reserves
2025 at start of atyear
the year end
£ £ £ £
General Fund 287,064 381,322 (334,600) 333,786
Movement in the year
2024. Reserves
at tart of
Income Expenditure Reserves
atyear
the year end
£ £ E £
General Fund 221,943 305,453 (240,332) 287,064

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GLADSTONE THEATRE TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 315t MAY 2025

14.Restricted Funds

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||||||||| |---|---|---|---|---|---|---|---| |Movement|in|the|year| |Reserves|Income|Expenditure|Reserves| |2025|at|start|of|at year| |the|year|end| |£|£|£|£| |p|u|ahynd|of Lancaster Benevolent|.|4,542|(76)|4,466|

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These are monies given to the charitable company to be spent at the discretion of the Board of Trustees for specific charitable purposes.

Duchy of Lancaster Benevolent Fund — Contribution towards rigging system.

15. Guarantees and other financial commitments

There is a lease for the property with the Port Sunlight Village Trust. The lease commenced in June 2022, and the lease term is seven years, and it has been included within the Balance Sheet.

16.Related Parties

There were no material related party transactions during the year which require disclosure. (2024: None)

17