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2021-10-31-accounts

A Company Limited by Guarantee. Registered in England Number 2502359

Accounts for the year ended 31st October 2021

Registered Charity Number 1047299

THE TABLEY HOUSE COLLECTION TRUST

Legal and Administrative Details for the Year Ended 31st October 2021

Name:

The Tabley House Collection Trust

Status:

Established as a company limited by guarantee (number 2502359) on 15th May 1990 and registered with the Charity Commission (Charity number 1047299) on 26th July 1995

Tabley House, Knutsford, Cheshire WA16 0HB

c/o Finance Office, The University of Manchester, Oxford Road, Manchester M13 9PL

Charity Objects:

The charity is established to promote the appreciation of the arts among the general public by the display of the paintings, furniture and objets d'art on loan to the Trustees from the University of Manchester.

Charity Trustees: Ms K Lynskey Ms M C Pye (Chairman) Ms S Webb Ms C H Cooper Mr C B Tetlow Dr J A Hopkins

Company secretary:

Mrs L V A Bissell

Organisational Structure:

The Tabley House Collection Trust is an independent charity. The trustees are responsible for the overall management and control of the Charity. Day to day administration is delegated to the administrator and an assistant.

Page 1

THE TABLEY HOUSE COLLECTION TRUST

Directors' Report for the Year Ended 31st October 2021

The Directors present below their report and financial statements for the year ended 31st October 2021.

Activities and Review

The Tabley House Collection Trust is a company limited by guarantee which became a registered charity on 26th July 1995. The Trust exists to promote the appreciation of the arts among the general public by the display, in the principal rooms at Tabley House, of the Tabley House Collection of paintings, furniture, objets d'art etc on loan to it from the University of Manchester.

The Collection is open for the general public on four days each week annually from April until the end of October, and on Bank Holiday Mondays.

Volunteer room stewards provided information to visitors under the leadership of the Administration staff, who also organised numerous events held during the year in the rooms. The Directors wish to record their appreciation of the high standard of knowledge of the Collection among room stewards and of their willingness to attend at the rooms throughout the season, and the leadership displayed by the administration in the management of volunteers.

The tea room operator Victoriana Ltd, on the back of their successful first three years, have been offered, and accepted, a further three year lease.

The Portico Room and the Gallery remain popular venues for the performance of civil marriages.

Finance

Operating income for the year was comparable with the previous, up in some catagories and down in others. The administrative team continues to direct its energies towards marketing the wedding and other corporate hire, including film location work.

The Trustees have continued to maintain a tight control on the cost base as far as possible, (overall decrease of 28% on prior year).

The Trustees will continue to monitor the cost base especially in the light of the restictions that COVID-19 have imposed on the world. The Trustees are confident with government grants and tight controls, that the collection will weather this strange time and come out the other side in as good a condition as possible.

Page 2 Directors and their interests

Those who served as Directors and Trustees during the year were as follows:

Ms K Lynskey Ms M C Pye (Chairman) Ms S Webb Ms C Cooper Mr C Tetlow Dr J A Hopkins

No Director has any beneficial interest in the company. All Directors are members of the company and guarantee to contribute £1 in the event of a winding up. The number of guarantees at 31st October 2021 was 6 (2020 - 6).

The Trust had three (2020: 2) employees, 1 full-time, 1 part-time.

Director's Responsibilities

Company law requires the Directors, who are also the charity trustees, to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the company and of the surplus or deficit of the company for that period. In preparing those financial statements, the Directors are required to:

The Directors are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the company and to enable it to ensure that the financial statements comply with the requirements of the Companies Act 1985. They are also responsible for safeguarding the assets of the company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities

Page 3

Auditors

For the period, the company was entitled to claim exemption from full audit under Section 477 and no notice from members requiring an audit has been deposited under Section of 476 of the Companies Act 2006 for the financial year. At the request of the Directors, an Independent Examination of the accounts was carried out and the Report is shown on Page 5.

By Order of the Board

C.Pye

Director

Page 4

TABLEY HOUSE COLLECTION TRUST

DRAFT INCOME AND EXPENDITURE STATEMENT

12 MONTHS TO 31 October 2021

Income
£
£
£
£
Donations
130
0
Entry Fees
3,226
1,708
Guide books and Catalogues
234
76
Party bookings
885
0
Tea Room
1,880
307
Shop Sales
376
27
Weddings
2,036
0
Hire of Rooms
950
375
TV
0
0
Photography
0
550
Other Income
30,992
14,591
UoM Grant
45,000
40,000
Income before conservation grant
85,709
57,633
UoM Conservation Grant
5,000
10,000
Total Income
90,709
67,633
Expenditure
Advertising and Publicity
2,805
1,493
Maintenance
1,352
1,269
Telephones
1,848
2,027
Staff Costs
46,553
53,605
Consultant Curator
-294
6,000
Admin Expenses
533
483
Wedding licence
342
342
Stationery & postage
494
419
Brochures
0
Sundry Expenses
2,163
6,685
Council Tax
0
81
Utilities
4,500
6,000
Wedding Fair expenses
0
Petty cash expenses
102
146
Audit Fee
250
250
Expenditure before conservation costs
60,646
78,799
Actual (12 months) to
31 October 2021
Actual (12 months)
to 31 October 2020
Income
£
£
£
£
Donations
130
0
Entry Fees
3,226
1,708
Guide books and Catalogues
234
76
Party bookings
885
0
Tea Room
1,880
307
Shop Sales
376
27
Weddings
2,036
0
Hire of Rooms
950
375
TV
0
0
Photography
0
550
Other Income
30,992
14,591
UoM Grant
45,000
40,000
Income before conservation grant
85,709
57,633
UoM Conservation Grant
5,000
10,000
Total Income
90,709
67,633
Expenditure
Advertising and Publicity
2,805
1,493
Maintenance
1,352
1,269
Telephones
1,848
2,027
Staff Costs
46,553
53,605
Consultant Curator
-294
6,000
Admin Expenses
533
483
Wedding licence
342
342
Stationery & postage
494
419
Brochures
0
Sundry Expenses
2,163
6,685
Council Tax
0
81
Utilities
4,500
6,000
Wedding Fair expenses
0
Petty cash expenses
102
146
Audit Fee
250
250
Expenditure before conservation costs
60,646
78,799
Actual (12 months) to
31 October 2021
Actual (12 months)
to 31 October 2020
Income
£
£
£
£
Donations
130
0
Entry Fees
3,226
1,708
Guide books and Catalogues
234
76
Party bookings
885
0
Tea Room
1,880
307
Shop Sales
376
27
Weddings
2,036
0
Hire of Rooms
950
375
TV
0
0
Photography
0
550
Other Income
30,992
14,591
UoM Grant
45,000
40,000
Income before conservation grant
85,709
57,633
UoM Conservation Grant
5,000
10,000
Total Income
90,709
67,633
Expenditure
Advertising and Publicity
2,805
1,493
Maintenance
1,352
1,269
Telephones
1,848
2,027
Staff Costs
46,553
53,605
Consultant Curator
-294
6,000
Admin Expenses
533
483
Wedding licence
342
342
Stationery & postage
494
419
Brochures
0
Sundry Expenses
2,163
6,685
Council Tax
0
81
Utilities
4,500
6,000
Wedding Fair expenses
0
Petty cash expenses
102
146
Audit Fee
250
250
Expenditure before conservation costs
60,646
78,799
Actual (12 months) to
31 October 2021
Actual (12 months)
to 31 October 2020
Income
£
£
£
£
Donations
130
0
Entry Fees
3,226
1,708
Guide books and Catalogues
234
76
Party bookings
885
0
Tea Room
1,880
307
Shop Sales
376
27
Weddings
2,036
0
Hire of Rooms
950
375
TV
0
0
Photography
0
550
Other Income
30,992
14,591
UoM Grant
45,000
40,000
Income before conservation grant
85,709
57,633
UoM Conservation Grant
5,000
10,000
Total Income
90,709
67,633
Expenditure
Advertising and Publicity
2,805
1,493
Maintenance
1,352
1,269
Telephones
1,848
2,027
Staff Costs
46,553
53,605
Consultant Curator
-294
6,000
Admin Expenses
533
483
Wedding licence
342
342
Stationery & postage
494
419
Brochures
0
Sundry Expenses
2,163
6,685
Council Tax
0
81
Utilities
4,500
6,000
Wedding Fair expenses
0
Petty cash expenses
102
146
Audit Fee
250
250
Expenditure before conservation costs
60,646
78,799
Actual (12 months) to
31 October 2021
Actual (12 months)
to 31 October 2020
Income
£
£
£
£
Donations
130
0
Entry Fees
3,226
1,708
Guide books and Catalogues
234
76
Party bookings
885
0
Tea Room
1,880
307
Shop Sales
376
27
Weddings
2,036
0
Hire of Rooms
950
375
TV
0
0
Photography
0
550
Other Income
30,992
14,591
UoM Grant
45,000
40,000
Income before conservation grant
85,709
57,633
UoM Conservation Grant
5,000
10,000
Total Income
90,709
67,633
Expenditure
Advertising and Publicity
2,805
1,493
Maintenance
1,352
1,269
Telephones
1,848
2,027
Staff Costs
46,553
53,605
Consultant Curator
-294
6,000
Admin Expenses
533
483
Wedding licence
342
342
Stationery & postage
494
419
Brochures
0
Sundry Expenses
2,163
6,685
Council Tax
0
81
Utilities
4,500
6,000
Wedding Fair expenses
0
Petty cash expenses
102
146
Audit Fee
250
250
Expenditure before conservation costs
60,646
78,799
Actual (12 months) to
31 October 2021
Actual (12 months)
to 31 October 2020
Variance
£
£
£
130
0
1,518
0
159
0
885
0
1,573
0
349
0
2,036
0
575
0
0
0
-550
0
16,401
175
5,000
45,000
28,076
45,175
-5,000
5,000
23,076
50,175
-1,312
2,000
-82
1,000
179
1,500
7,052
37,120
6,294
6,000
-50
400
0
633
-75
500
0
4,522
600
81
80
1,500
6,000
0
0
44
250
-104
250
18,152
56,333
Budget 2020-2021
(12 Months)
Variance
£
£
£
130
0
1,518
0
159
0
885
0
1,573
0
349
0
2,036
0
575
0
0
0
-550
0
16,401
175
5,000
45,000
28,076
45,175
-5,000
5,000
23,076
50,175
-1,312
2,000
-82
1,000
179
1,500
7,052
37,120
6,294
6,000
-50
400
0
633
-75
500
0
4,522
600
81
80
1,500
6,000
0
0
44
250
-104
250
18,152
56,333
Budget 2020-2021
(12 Months)
Variance
£
£
£
130
0
1,518
0
159
0
885
0
1,573
0
349
0
2,036
0
575
0
0
0
-550
0
16,401
175
5,000
45,000
28,076
45,175
-5,000
5,000
23,076
50,175
-1,312
2,000
-82
1,000
179
1,500
7,052
37,120
6,294
6,000
-50
400
0
633
-75
500
0
4,522
600
81
80
1,500
6,000
0
0
44
250
-104
250
18,152
56,333
Budget 2020-2021
(12 Months)
Variance
£
£
£
130
0
1,518
0
159
0
885
0
1,573
0
349
0
2,036
0
575
0
0
0
-550
0
16,401
175
5,000
45,000
28,076
45,175
-5,000
5,000
23,076
50,175
-1,312
2,000
-82
1,000
179
1,500
7,052
37,120
6,294
6,000
-50
400
0
633
-75
500
0
4,522
600
81
80
1,500
6,000
0
0
44
250
-104
250
18,152
56,333
Budget 2020-2021
(12 Months)
Variance
£
130
3,226
234
885
1,880
376
2,036
950
0
0
30,817
0
40,534
0
40,534
-805
-352
-348
-9,433
6,294
-133
291
6
0
-1,563
80
1,500
0
148
0
-4,313
Operational Surplus/(Deficit) 25,063 (21,165) (11,158)
Conservation cost
5,395
Curator travel costs
-294
1,256
375
-4,139
5,000
669
-395
294
Conservation Surplus / Deficit -101 8,369 8,470 0 101

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner s Report Roport to the trust￿8 The Tabley House Collection Trust On accounts for th• year ended 3111012021 Charity no (rfany) 1047299 Set out on pages I report to the trustees on my examination of the a¢¢ounts of the above Charity {Ih8 Trust.) for the year ended As the chanty's trustees, yw are responsible for the preparation of the accounts in accordance with the requirements of the Charrties Act 2011 ('the Act.). I report in raspect of my examination of the Trust's accounts carried OLrt under section 145 of the 2011 AGt and in carrying out my examination, I have followed all the applicable Directions given by the Chanty Commission under section 145(5}(b) of the Act. Responsibilltles and basis of report Inde￿ndent I have completed my examination. I confinn that no material matters have oxaminar's statement come to my attention in connection with the examination (other than that disclosed below ") which gives me cause to believe that in, any material respect: the accounting records vRre not kept in accordance with sèction 130 of the Charities Act- or the accounts did not accord wth the accounting records; or the accounts did not comply with the applicable requirements oncerning the fom and Content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf view which is not a matter Considered as part of an ind8pendent examination. I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. . Please d818te the words in the brackets rfthey do not apply. Slgned: Namg: Relevant professional quallfication(s) or body (if any): Address: k-jos irfLArM IAC // I/AL /£Ly R 04 ly/<ti lJ)r Oct 2018 IER