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2022-08-31-accounts

Page
Reference and administrative details ofthe Company, its Trustees and advisers
Trustees' report 2-11
Independent auditors'
report
on the financial statements 12-15
Consolidated statement
offinancial activities
16
Consolidated balance sheet 17
Company
balance sheet
18
Consolidated statement ofcash flows 19
Notes to the financial statements 20 - 42

Trustees R Ribchester, Chair Chair
Q Anstee
KBallantyne
SDobson
K Fenwick
M Hampel
R Hillier
J Hind (appointed 16March 2022)
G Hodgson
M Regan
K Richards
J Robson
RSwart (resigned 1 July 2022)
A Tremlett (resigned 1 July 2022)
N Turner
Company registered
number 02776914
Charity registered
number 1023407
Registered office The Bursars Office
Durham
School
Durham
DH14SZ
Company secretary EC Mussell
Headmaster KJ McLaughlin
Independent auditors Clive Owen LLP
Chartered
Accountants
Statutory Auditors
Kepier House
Belmont Business Park
Durham
DH1 1TW
Bankers Barclays Bank PLC
6 Market Place
Durham
DH1 3NB
Solicitors Swinburne
Maddison
LLP
Venture House
Aykley Heads Business Centre
Durham
DH1 5TS

Endowment Restricted Unrestricted Total Total
funds funds funds funds funds
2022 2022 2022 2022 2021
Note 8 6 F
Income and
endowments from:
Donations
and
legacies 3 275,000 184,472 459,472 129,824
Charitable
activities
4 (73,911) 9,411,522 9,337,611 8,675,278
Other trading activities 5 209,154 209,154 126,234
Investments 6 8,458 15,341 372,180 395,979 291,355
Total income and
endowments 8,458 216,430 10,177,328 10,402,216 9,222,691
Expenditure on:
Raising funds 376,617 376,617 304,693
Charitable
activities
10,572,287 10,572,287 9,289,755
Other expenditure 270,872
Total expenditure 10,948,904 10,948,904 9,865,320
Net
income/(expenditure)
before net
(losses)/gains on
investments 8,458 216,430 (771,576) (546,688) (642,629)
Net (losses)/gains on
investments (38,878) (38,878) 123,861
Net movement in
funds (30,420) 216,430 (771,576) (585,566) (518,768)
Reconciliation of
funds:
Total funds brought
forward 345,750 1,421,742 (2,175,918) (408,426) 110,342
Net movement in funds (30,420) 216,430 (771,576) (585,566) (518,768)
Total funds carried
forward 315,330 1,638,172 (2,947,494) (993,992) (408,426)
CONSOLIDATED BALANCE SHEET
AS AT 31AUGUST 2022
Note 2022f 2021
6
Fixed assets
Tangible assets 14 5,312,643 5,490,316
Investments 15 1,038,147 1,077,025
6,350,790 6,567,341
Current assets
Stocks 16 3,366 50,806
Debtors 17 1,387,565 1,532,993
Cash at bank and in hand 153,598 484,663
1,544,529 2,068,462
Creditors: amounts falling due within one
year 18 (4,850,635) (4,739,240)
Net current liabilities (3,306,106) (2,670,778)
Total assets less current liabilities 3,044,684 3,896,563
Creditors: amounts falling due after more
than one year 19 (4,038,676) (4,304,989)
Net liabilities excluding pension asset (993,992) (408,426)
Total net assets (993,992) (408,426)
Charltyfunds
Endowment
funds
21 315,330 345,750
Restricted funds 21 1,638,172 1,421,742
Unrestricted
funds
21 (2,947,494) (2,175,918)
Totalfunds (993,992) (408,426)

COMPANT STATEMENT OF FINANCIAL POSITION
AS AT 31AUGUST 2022
2022 2021
Note 6
Fixed assets
Tangible assets 14 5,312,643 5,490,316
Investinents 15 1,037,972 1,076,850
6,350,615 6,567,166
Current assets
Debtors 17 1,477,165 1,571,874
Cash at bank and in hand 5,187 478,751
1,482,352 2,050,625
Creditors: amounts falling due within one
year 18 (4,824,293) (4,718,244)
Net current liabilities (3,341,941) (2,667,619)
Total assets less current liabilities 3,008,674 3,899,547
Creditors: amounts falling due after more
than one year 19 (4,038,676) (4,304,989)
Net liabilities excluding pension asset (1,030,002) (405,442)
Total net assets (1,030,002) (405,442)
Charltyfunds
Endowment
funds
21 315,330 345,750
Restricted funds 21 1,638,172 1,421,742
Unrestricted
funds
21 (2,983,504) (2,172,934)
Total funds (1,030,002) (405,442)

FOR THE YEAR ENDED 31AUGUST 202 2
2022 2021
6
Cash flows from operating activities
Net cash used
in operating
activities (228,148) 158,895
Cash flows from Investing activities
Dividends,
interests
and rents from investments
15,341 21,663
Proceeds from the sale oftangible fixed assets 5,000
Purchase oftangible fixed assets (135,120) (59,552)
Net cash used In investing activities (119,779) (32,889)
Cash flows from financing activities
Repayments
of borrowing
(56,299) 35,522
New finance leases 22,537
Repayments
offinance leases
(5,941) (12,547)
Receipt ofendowment 8,458 (833)
Net cash (used in)/provided
by financing
activities (53,782) 44,679
Change
in cash and cash
equivalents in the year (401,709) 170,685
Cash and cash equivalents at the beginning ofthe year 484,663 313,978
Cash and cash equivalents at the end of the year 82,954 484,663
The notes on pages 20to 42 form part ofthese financial statements

Freehold
property
- straight line over 50years
Leasehold
property
- straight line over 15 - 50years
Motor vehicles - straight line over 10years
Fixtures and fittings - straight line over 10 - 15years
Computer
equipment
- straight line over 5years

Restricted Unrestricted Total Total
funds funds funds funds
2022 2022 2022 2021
F 6 6 6
Donations
Capitaldonations 129,824
Generaldonations 275,000 184,472 459,472
Subtotal detailed disclosure 275,000 184,472 459,472 129,824
275,000 184,472 459,472 129,824
Total 2021 129,824 129,824
4. Income from charitable activities
Restricted Unrestricted Total Total
funds funds funds funds
2022
6
2022
f
2022 2021
6
School fees income 10,299,905 10,299,905 8,311,660
Bursaries, grants and allowances (73,911) (1,783,474) (1,857,385) (1,620,248)
Other ancillary fees 895,091 895,091 1,441,953
Government
Income
541,913
(73,911) 9,411,522 9,337,611 8,675,278
Total 2021 8,675,278 8,675,278

Unrestricted Total Total
funds funds funds
2022 2022 2021
F 8
Trading subsidiary income 209,154 209,154 126,234
Total 2021 126,234 126,234

Endowment Restricted Unrestricted Total Total
funds funds funds funds funds
2022
E
2022
f
2022 2022f 2021
9
Investment income 8,458 15,341 372,180 395,979 291,355
Total 2021 6,127 21,663 263,565 291,355
Unrestricted Total Total
funds funds funds
2022 2022 2021
6 6 8
Finance costs 223,098 223,098 192,200
Trading subsidiary expenditure 153,519 153,519 112,493
376,617 376,617 304,693
Total 2021 304,693 304,693

Endowment Restricted Unrestricted
funds funds funds Total Total
2022
F
2022
f
2022
f
2022
f
2021
8
Educational charitable activities 10,522,916 10,522,916 9,228,079
Governance costs 49,371 49,371 61,676
10,572,287 10,572,287 9,289,755
Total 2021 6,960 90,214 9,192,581 9,289,755
Summary by expenditure type
Staff costs Depreciation Other costs Total Total
2022
6
2022
E
2022
8
2022f 2021
8
Educational charitable activities 6,547,377 312,793 3,662,746 10,522,916 9,228,079
Governance 49,371 49,371 61,676
6,547,377 312,793 3,712,117 10,572,287 9,289,755
Total 2021 6,161,080 297,200 2,831,475 9,289,755

Unrestricted Total Total
funds funds funds
2022f 2022
8
2021
6
Exceptional item - merger costs 154,446
Exceptional item - merger costs wages and salaries 116,426
270,872
Total2021 270,872 270,872

Support Total Total
Direct costs costs funds funds
2022 2022 2022 2021
6 6 6
Educational charitable activities 5,504,248 5,018,668 10,522,916 9,228,079
Governance 49,371 49,371 61,676
5,504,248 5,068,039 10,572,287 9,289,755
Total 2021 5,191,514 4,098,241 9,289,755

Educational
charitable Total Total
activities funds funds
2022 2022 2021
6 6 6
Staff costs 5,096,053 5,096,053 4,722,688
Educational costs 376,114 376,114 347,960
Bursaries 97,174
Welfare 32,081 32,081 23,692
5,504,248 5,504,248 5,191,514
Total 2021 5,191,514 5,191,514

Educational
charitable Total Total
activities Governance funds funds
2022 2022 2022 2021
f 6 6 6
Staff costs 1,451,324 1,451,324 1,438,392
Depreciation 312,793 312,793 297,200
Welfare 1,344,237 1,344,237 872,865
Support costs ofschooling 622,398 622,398 710,252
Premises 1,287,916 1,287,916 717,856
Governance costs 49,371 49,371 61,676
5,018,668 49,371 5,068,039 4,098,241
Total 2021 4,036,565 61,676 4,098,241

2022 2021
f. F
Depreciation
-owned
assets 303,933 289,281
Depreciation - assets on finance lease 8,860 7,919
Auditors' remuneration - audit 18,560 18,560
Operating lease payments - land and buildings 158,635 238,065
Operating lease payments - other 13,261 13,239

Group Group Company Company
2022f 2021 2022
f
2021
f
Wages and salaries 5,234,402 4,876,495 5,167,594 4,799,374
Social security costs 500,298 464,187 500,298 464,187
Contribution to defined contribution pension
schemes 812,677 936,824 812,677 936,824
6,547,377 6,277,506 6,480,569 6,200,385
Group Group
2022 2021
No. No.
Teaching staff 92 110
Non-teaching staff 88 43
180 153
Group Group
2022 2021
No. No.

Long-term Short-term
Freehold leasehold leasehold Motor Fixtures Computer
property property
f
property vehicles and fittings
6
equipment
6
Total
Cost
At 1 September
2021 1,400,000 5,699,863 142,975 2,555,452 - 9,798,290
Additions 76,343 40,327 18,450 135,120
Disposals (630) (630)
Transfers between
classes (149,987) 149,987 - (353,851) 353,851
At 31 August 2022 1,400,000 5,549,876 149,987 218,688 2,241,928 372,301 9,932,780
Depreciation
At 1 September
2021 311,066 1,963,076 62,794 1,971,038 4,307,974
Charge for the year 29,624 133,215 19,324 87,165 43,465 312,793
On disposals (630) (630)
Transfers between
classes (149,987) 149,987 - (252,516) 252,516
At 31 August 2022 340,690 1,946,304 149,987 81,488 1,805,687 295,981 4,620,137
Net book value
At 31 August 2022 1,059,310 3,603,572 137,200 436,241 76,320 5,312,643
At 31 August 2021 1,088,934 3,736,787 - 80,181 584,414 5,490,316

Listed Unlisted Investment in
Group investments
f
investments joint ventures Total
Cost or valuation
At 1 September 2021 818,130 258,720 176 1,077,026
Revaluations (38,879) (38,879)
At 31 August 2022 779,251 258,720 176 1,038,147
Investments
Listed Unlisted in subsidiary
investments investments companies Total
Company F 6 6
Cost or valuation
At 1 September 2021 818,130 258,720 1 1,076,851
Revaluations (38,879) (38,879)
At 31 August 2022 779,251 258,720 1 1,037,972

Group Group
2022
6
2021f
Finished goods and goods for resale 3,366 50,806

Group Group Company Company
2022f 2021 2022
8
2021
Due within one year
Trade debtors 1,183,503 1,255,820 1,050,222 1,212,532
Amounts
owed by group undertakings
244,288 162,169
Other debtors 21,800 21,800
Prepayments and accrued income 204,062 255,373 182,655 175,373
1,387,565 1,532,993 1,477,165 1,571,874

Group Group Company Company
2022 2021 2022 2021
8 6 6 6
Bank overdrafts 70,644 70,644
Bank loans 252,893 192,384 252,893 192,384
Trade creditors 582,761 357,037 568,112 344,933
Other taxation and social security 129,495 140,722 126,175 133,330
Obligations
under finance lease and hire
purchase contracts 8,724 12,354 8,724 12,354
Other creditors 1,344,678 1,254,364 1,337,805 1,254,364
Accruals and deferred
income
2,461,440 2,782,379 2,459,940 2,780,879
4,850,635 4,739,240 4,824,293 4,718,244
Group Group Company Company
2022 2021
6
2022f 2021f
Deferred income at 1 September 2021 2,780,879 715,990 2,780,879 715,990
Resources deferred during the year 2,337,176 2,732,777 2,337,176 2,732,777
Amounts
released
from previous periods (2,799,199) (667,888) (2,799,199) (667,888)
Deferred income at 31August 2022 2,318,856 2,780,879 2,318,856 2,780,879

Group Group Company Company
2022
E
2021 2022f 2021f
Bank loans 4,019,490 4,136,298 4,019,490 4,136,298
Net obligations under finance lease and hire
purchase contracts 19,186 21,497 19,186 21,497
Accruals and deferred income 147,194 147,194
4,038,676 4,304,989 4,038,676 4,304,989

Secured debts
2022f 2021
6
Bank overdrafts 70,644
Bankloans 4,272,383 4,328,682
Finance leases and hire purchase contracts 27,910 33,851

Balance at 1 Balance at
September Transfers Gains/ 31 August
2021 Income Expenditure in/out (Losses) 2022
8 6 6 6
Unrestricted
funds
General
Fund
(6,245,044) 10,177,328 (10,948,904) 47,690 (6,968,930)
Revaluation
reserve 4,069,126 (47,690) 4,021,436
(2,175,918) 10,177,328 (10,948,904) (2,947,494)
Endowment
funds
Davies Legacy 345,750 8,458 (38,878) 315,330
Restricted
funds
Trust Funds 519,015 3,341 522,356
The Peter E.l.
Lee Scholarship
Fund 902,727 (35,124) 867,603
The Catherine
Cookson
Charitable Trust 248,213 248,213
1,421,742 216,430 1,638,172
Total offunds (408,426) 10,402,216 (10,948,904) (38,878) (993,992)

Statement offu nds - prior year
Balance at Balance at
1 September Transfers Gains/ 31 August
2020 Income Expenditure in/out (Losses) 2021
6
Unrestricted
funds
General
Fund
(5,720,055) 9,194,901 (9,768,146) 48,256 (6,245,044)
Revaluation
Reserve 4,117,382 (48,256) 4,069,126
(1,602,673) 9,194,901 (9,768,146) (2,175,918)
Endowment
funds
Davies Legacy 298,706 6,127 (6,960) 47,877 345,750
Restricted
funds
Trust Funds 443,031 9,663 (9,663) 75,984 519,015
The Peter E.l.
Lee Scholarship
Fund 971,278 12,000 (80,551) 902,727
1,414,309 21,663 (90,214) 75,984 1,421,742
Totai offunds 110342 9222 691 (9865 320) 123,861 (408,426)

Analysis ofnet assets between funds - current year
Endowment Restricted Unrestricted Total
funds funds funds funds
2022
F
2022 2022 2022f
Tangible fixed assets 5,312,643 5,312,643
Fixed asset investments 300,595 737,376 176 1,038,147
Current assets 14,735 900,796 628,998 1,544,529
Creditors due within one year (4,850,635) (4,850,635)
Creditors due in more than one year (4,038,676) (4,038,676)
Total 315,330 1,638,172 (2,947,494) (993,992)

Analysis ofnet assets between funds - prior year
Endowment Restricted Unrestricted Total
funds funds funds funds
2021f 2021 2021
8
2021
Tangible fixed assets 5,490,316 5,490,316
Fixed asset investments 315,533 761,316 176 1,077,025
Current assets 30,217 660,426 1,377,819 2,068,462
Creditors due within one year (4,739,240) (4,739,240)
Creditors due in more than one year (4,304,989) (4,304,989)
Ttl 345,750 1,421,742 (2,175,918) (408,426)

Group Group
2022 2021
6
Net expenditure
for
the year (as per Statement ofFinancial Activities) (585,566) (518,768)
Adjustments
for:
Depreciation
charges
312,793 297,200
Gains/(losses)
on investments
38,879 (123,861)
Dividends,
interests
and rents from investments (15,341) (21,663)
Loss/(profit)
on the
sale offixed assets (5,000)
Decrease in stocks 47,440 29,753
Decrease/(increase) in debtors 145,428 (769,029)
Increase/(decrease) in creditors (163,323) 1,399,254
Capital donations (129,824)
Income attributable to endowment (8,458) (6,127)
Expenditure
attributable
to endowment
6,960
Net cash provided by/(used in) operating activities (228,148) 158,895
Group Group
2022
F
2021f
Cash in hand (193) 341
Cash at bank 153,791 484,322
Overdraft facility repayable on demand (70,644)
Total cash and cash equivalents 82,954 484,663

Operating
lease commitments
Operating
lease commitments
At 31 August
2022 the Group
and the Company
had
commitments
to
make
future
minimum
lease
payments under non-cancefiable operating leases as follows:
Group Group Company Company
2022f 2021f 2022f 2021f
Not later than
1 year
313,896 246,658 313,896 246,658
Later than 1 year and not later than 5years
1,429,645
818,072 1,429,645 818,072
Later than 5years 4,177,542 2,043,746 4,177,542 2,043,746
5,921,083 3,108,476 5,921,083 3,108,476