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2025-06-30-accounts

Charity registration number 1063517 (England and Wales)

Company registration number 03298388

WINDSOR THEATRE LIMITED

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2025

WINDSOR THEATRE LIMITED

LEGAL AND ADMINISTRATIVE INFORMATION

Directors DB Archer
E A Counsell
P Spratt
L Harratt
L Townsend
P Bousfield
R Noble
Secretary L Harratt
Charity number (England and Wales) 1063517
Company number 03298388
Principal address 32 Thames Streel
Windsor
SL4 1PS
Registered office The Courtyard
High Street
Ascot
Berkshire
SL5 7HP
Independent examiner Kirk Rice LLP
The Courtyard
High Street
Ascot
Berkshire
SL57HP

WINDSOR THEATRE LIMITED

CONTENTS

Page
Directors' report 1-2
Independent examiner's report 3
Statement of financial activities 4
Balance sheet 5
Statement of cash flows 6
Notestothefinancialstatements 7-13

7-13

WINDSOR THEATRE LIMITED

DIRECTORS’ REPORT (INCLUDING TRUSTEES’ REPORT}

FOR THE YEAR ENDED 30 JUNE 2025

The directors present their annual report and financial statements for the year ended 30 June 2025.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's governing document, the Companies Act 2006 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 (FRS 102) {effective 1 January 2019)",

Objectives and activities

The charity's objects are to provide and support the operation of Theatre Royal Windsor, for the purpose of advancing education of the general public in performing arts, theatrical productions and artistic excellence.

The directors have paid due regard to guidance issued by the Charity Commission in deciding what activities the charity should undertake.

The principal activity of the company during the year was to provide and support the operation of Theatre Royal Windsor for the purpose of advancing the education of the general public in performing arts, theatrical productions and artistic excellence.

Achievements and performance

The charity continues to use its best endeavours to support the Theatre Royal in Windsor for the benefit of the people of Windsor and Maidenhead.

Financial review

During the year to June 2025 the Charity contributed £49,317 ta the exterior painting of the theatre, which is required to take place every 7 years, pursuant to its lease. The material depletion of the Charity’s resources that such a payment would have made was mitigated by a donation of £35,000, received from Theatre Royal Windsor Trust (“the Trust”}, specifically to assist with painting of the exterior. The Board would like to acknowledge the Trust's significant assistance in this respect.

The Charity’s financial performance for the year to end June 2025 shown in these Financial Statements, while properly reflecting the above “one-off” transactions, is not directly comparable with its “normal” performance in prior years without excluding them. Accordingly, excluding the impact of these transactions the Charity’s results for the year to June 2025, from iis normal activities become: total income, £10,878 (2024 - £9,893); net expenditure and movementin funds, £1,664 (2024 - £3,199) including net gains from the Charity’s investments of £9,481 (2024 - £7,979); and Cash absorbed by operations, £5,761 {2024 - £8,889).

The Board believes that by excluding the impact of the funds flows from its obligations to paint the theatre's exterior every 7 years it shows the Charity’s results from its normal operations for 2025 were broadly in line with those for 2024. General unrestricted reserves at the year-end were £258,699 (2024: £274,680).

The charity invests funds in a managed investment portfolio with Charles Stanley and a private account with the Cater Allen Private Bank. The directors consider that such investments are low risk, and that the proceeds of such investments constitute sufficient funds for the charity's ongoing work. The directors will also consider investing in other secure investments from time to time. The directors do not anticipate applying the charity's funds in the short term. The directors anticipate applying some of the charity's funds in meeting its obligations on its long term lease of the premises and, where considered appropriate, in assisting fund any extraordinary needs of the Theatre Royal Windsor. Based on their current knowledge, the directors anticipate the current funds will be sufficient for the forthcoming financial year. Structure, governance and management The Memorandum and Articles of Association Association are the governing document of Windsor Windsor Theatre Limited. Directors are appointed in accordance with the regulations contained in the Articles of Association of the the company. -1-

Structure, governance and management

The Memorandum and Articles of Association Association are the governing document of Windsor Windsor Theatre Limited. Directors are appointed in accordance with the regulations contained in the Articles of Association of the the company.

WINDSOR THEATRE LIMITED

DIRECTORS' REPORT (INCLUDING TRUSTEES’ REPORT}

FOR THE YEAR ENDED 30 JUNE 2025

The directors who served during the year and up to the date of signature of the financial statements were:

D B Archer

E A Counsell

P Spratt

L Harratt

L Townsend

P Bousfield

R Noble

Due to the size of the charity, directors are appointed as and when required by personal recommendation. A new appointment is then followed by induction and training procedures as considered appropriate to their circumstances

The company is organised so that the trustees meet when they consider necessary to manage its affairs.

Public benefit

The directors have discussed the issue of public benefit and are confident that the breadth and scope of the work the charity undertakes, as disclosed in this report, complies with Section 175(5) of the Charities Act 2011 and has due regard to the Charities Commission’s general guidance on public benefit.

During the current year the charity has undertaken to support the maintenance of the Theatre.

The directors' report was approved by the Board of Directors.

P Spratt

Director

11 December 2025

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WINDSOR THEATRE LIMITED
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INDEPENDENT EXAMINER'S REPORT
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TO THE DIRECTORS OF WINDSOR THEATRE LIMITED
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| report to the directors on my examination of the financial statements of Windsor Theatre Limited {the charity) for the year
ended 30 June 2025.
Responsibilities and basis of report
As the trustees’ of the charity (and also its directors for the purposes of company law) you are responsible for the preparation
of the financial statements in accordance with the requirements of the Companies Act 2006 (the 2006 Act).
Having satisfied myself that the financial statements of the charity are not required to be audited under Part 16 of the
Companies Act 2006 and are eligible for independent examination, | report in respect of my examination of the charity’s
financial statements carried out under section 145 of the Charities Act 2011. In carrying out my examination | have followed
the Directions given by the Charity Commission under section 145(5}(b} of the Charities Act 2011.
Independent examiner's statement
| have completed my examination. | confirm that no matters have come to my attention in connection with the examination
giving me cause to believe that in any material respect:
1 accounting records were not kept in respect of the charity as required by section 386 of the Companies Act 2006.
2 the financial statements do not accord with those records; or
3 the financial statements do not comply with the accounting requirements of section 396 of the Companies Act 2006
other than any requirement that the financial statements give a true and fair view, which is not a matter considered as
part of an independent examination; or
4 the financial statements have not been prepared in accordance with the methods and principles of the Statement of
Recommended Practice for accounting and reporting by charities applicable to charities preparing their financial
statements in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS
102).
| have no concerns 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 financial statements to be reached.
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Graham Jennings
Kirk Rice LLP
The Courtyard
High Street
Ascot
Berkshire
SL5 7HP
Dated: 11 December 2025
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-3-
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WINDSOR THEATRE LIMITED

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 30 JUNE 2025

Unrestricted Unrestricted
funds funds
2025 2024
Notes £ £
Income from:
Charitable activities 2 40,303 4,466
Investments 3 5,575 8,427
Total income 45,878 9,893
Expenditure on:
Raising funds 4 2,262 2,249
Charitable activities 5 €9,078 18,822
Total expenditure 71,340 21,071
Net gains/(losses) on investments 11 9,481 7,979
Net expenditure and movement in funds (15,981) (3,199)
Reconciliation of funds:
Fund balances at 1 July 2024 274,680 277,879
Fundbalancesat30June2025 258,699 274,680

The statement offinancial activities includes all gains and losses recagnised in the year.

All income and expenditure derive from continuing activities.

The statement of[financial][activities][also][complies][with][tre][requirements][for][an][income][and][expenditure][account] under the Companies Act 2006.

-4-

WINDSOR THEATRE LIMITED

BALANCE SHEET

AS AT 30 JUNE 2025

2025 2024
Notes £ £ £ £
Fixed assets
Tangible assets 10 73,559 79,564
Investments 13 173,295 176,076
246,854 255,640
Current assets
Debtors 12 1,038 1,016
Cash at bank and in hand 19,899 24,402
20,937 25,418
Creditors: amounts falling due within one
year 14 (9,092) (6,378)
Net current assets 11,845 19,040
Total assets less current liabilities 258,699 274,680
Income funds
Unrestricted funds
General unrestricted funds 258,694 274,675
Share capital 5 5
258,699 274,680
258,699 274,680

The company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for the year ended 30 June 2025.

The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements.

The members have not required the company to obtain an audit of its financial statements for the year in question in accordance with section 476.

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.

The financial statements were approved by the Directors on 3 December 2025

P Spratt

Director

Company registration number 03298388

-5-

WINDSOR THEATRE LIMITED

STATEMENT OF CASH FLOWS

FOR THE YEAR ENDED 30 JUNE 2025

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|||||||||| |---|---|---|---|---|---|---|---|---| |2025|2024| |Notes|£|£|£|£| |Cash|flows from|operating|activities| |Cash|absorbed|by|operations|19|(20,078)|(8,888)| |Investing|activities| |Proceeds|on|disposal|of|investments|10,000|-| |Investment|income|received|§,575|5,427| |Net|cash|generated|from|investing|activities| |15,575|5,427| |Net|cash|used|in|financing|activities|-|-| |Net|decrease|in|cash|and|cash|equivalents|{4,503}|(3,461)| |Cash|and|cash|equivalents|at|beginning|of year|24,402|27,863| |Gash|and|cash|equivalents|at|end|of year|19,899|24,402|

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-6§-

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WINDSOR THEATRE LIMITED
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NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30 JUNE 2025
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1 Accounting policies
Charity information
Windsor Theatre Limited is a private company limited by shares incorporated in England and Wales. The registered
office is The Courtyard, High Street, Ascot, Berkshire, SL5 7HP.
1.1. Basis of preparation
The financial statements have been prepared in accordance with the charity's governing document, the Companies Act
2006 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 (FRS 102)” (as amended for accounting periods commencing from 1 January 2016) and Financial Reporting
Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland’. The charity is a Public
Benefit Entity as defined by FRS 102.
The financial statements are prepared in sterling, which is the functional currency of the charity. Monetary amounts in
these financial statements are rounded to the nearest £.
The financial statements have been prepared under the historical cost convention, modified to include the revaluation
of freehold properties and to include investment properties and certain financial instruments at fair value. The principal
accounting policies adopted are set out below.
1.2 Going concern
At the time of approving the financial statements, the directors have a reasonable expectation that the charity has
adequate resources to continue in operational existence for the foreseeable future. Thus the directors continue to adopt
the going concern basis of accounting in preparing the financial statements.
1.3. Charitable funds
Unrestricted funds are available for use at the discretion of the directors in furtherance of their charitable objectives.
Restricted funds are subject to specific conditions by donors or grantors as to how they may be used. The purposes
and uses of the restricted funds are set out in the notes to the financial statements.
Endowment funds are subject to specific conditions by donors that the capital must be maintained by the charity.
As at 30 June 2025 all of the charity’s funds were unrestricted and it held no restricted funds or endowment funds.
1.4 Income
Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the
amounts can be neasured reliably, and it is probable that income will be received.
1.5 Expenditure
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to
that expenditure, it is probable that a transfer of econamic benefits will be required in settlement and the amount of the
obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under
headings that aggregate all costs related to the category. Where costs cannot be directly attributed to particular
headings they have been allocated to activities on a basis consistent with the use of resources.
Charitable activity costs represent costs attributable to the maintenance of the Theatre Royal Windsor for the benefit of
patrons.
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WINDSOR THEATRE LIMITED

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NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 30 JUNE 2025
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1 Accounting policies

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(Continued)
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Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases: Leasehold land and buildings Period of lease Fixtures and fittings 25% on cost

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in the statement of financial activities.

Fixed assets are capitalised at cost, wiih the exception of those valued at £250 or less. These are expensed through the Statement of Financial Activities.

The leasehold is held at historic cost and is subject to depreciation at the above rate.

Investments are included at a carrying value based on listed market valuations of the assets. Any gains/losses arising due to revaluations during the year are expensed through the Statement of Financial Activities.

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2 Income from charitable activities
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Unrestricted Unrestricted
funds funds
2025 2024
£ £
Other income 40,303 4,466
3 Income from investments
Unrestricted Unrestricted
funds funds
2025 2024
£ £
Income from listed investments 5,575 5,427
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WINDSOR THEATRE LIMITED

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 JUNE 2025

4 Expenditure on raising funds

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||||||| |---|---|---|---|---|---| |Unrestricted|Unrestricted| |funds|funds| |2025|2024| |£|£| |Investment management|2,262|2,249| |§|Expenditure|on|charitable|activities| |Maintenance|Maintenance| |of Windsor|of|Windsor| |Theatre|Theatre| |2025|2024| |£|£| |Direct|costs| |Rent|2,000|2,000| |Rates|3,909|2,611| |Other|office|costs|4,701|4,416| |Depreciation|6,005|6,005| |Accountancy|and|legal|fees|3,146|3,790| |Repairs|and|renewals|49,317|-| |69,078|18,822| |Analysis|by|fund| |Unrestricted|funds|69,078|18,822|

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7 Directors

None of the directors (or any persons connected with them) received any remuneration during the year, but one director was paid a total of £3,047 for the day to day administration of the company (2024: £3,013).

8 Independent examiner's fee

The independent examiner's fee amounts to £2,730 (2024: £3,310).

9 Employees

The average monthly number of employees during the year was:

Total

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2025 2024
Number Number
0 0
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WINDSOR THEATRE LIMITED

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 JUNE 2025

10 ~=Tangible fixed assets

10 ~=Tangible fixed assets
Leasehold land —_‘Fixturesand Total
and buildings fittings
£ £ £
Cost
At 1 July 2024 240,198 83,609 323,807
At 30 June 2025 240,198 83,609 323,807
Depreciation and impairment
At 1 July 2024 160,634 83,609 244,243
Depreciation charged in the year 6,005 - 6,005
At 30 June 2025 166,639 83,609 250,248
Carrying amount
At 30 June 2025 73,559 - 73,559
At 30 June 2024 79,564 - 79,564
11 Net gains/{losses)} on investments
Unrestricted Total
funds
2025 2024
£ £
Net gainiloss) on investments 9,481 7,979
12 Debtors
2025 2024
Amounts falling due within one year: £ £
Trade debtors - 36
Other debtors 239 181
Prepayments and accrued income 799 799
1,038 1,016
Alltradedebtorshavebeenrecoveredpost-yearend.

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WINDSOR THEATRE LIMITED

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 JUNE 2025

13.“ Fixed asset investments

Listed
investments
£
Cost orvaluation
At 1 July 2024 176,076
Additions 4,238
Valuation changes 8,299
Disposals (15,318)
At 30 June 2025 173,295
Carrying amount
At 30 June 2025 173,295
At 30 June 2024 176,076
2025 2024
£ £
Invesiments at fair value comprise:
Avi Japan Opportunity trust ple 5,055 -
Aberforth Smaller Companies Trust 7,380 7,690
Edinburgh Investment Trust 12,816 11,760
Schroder Growth Fund 12,360 11,560
Blackrock World Mining Trust 7,770 8,595
Go Utis ETF Solutions PLC 7,075 5,366
Murray International Trust 10,275 9,375
RIT Capital Partners - 7,216
Scottish Mortgage Investment Trust 7,549 6,753
31 Infrastructure 8,550 8,388
Henderson Investment Funds - 8,310
Aberdeen Standard EUR Logis 3,630 3,756
Fidelity Asian Values 7,830 7,800
Fidelity Special Values 8,100 6,953
Assura PLC 6,038 5,298
FIL Investment Services (UK) Limited 13,286 11,956
UCITS ETF PLC 6,299 6,276
Smithson Investment Trust PLC 7,470 6,930
Rathbone 8,606 8,595
Cash settlements pending, held as part of the investment portfolio 12,367 13,333
United Kingdom (Government of) 3.5% 4,986 4,912
United Kingdom (Government of) 0.375% 4,777 4,555
PolarCapital Technology Trust 6,740 6,190
Octopus Renewables 4,338 4,512
173,295 176,076

-11-

WINDSOR THEATRE LIMITED

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 JUNE 2025

14 Creditors: amounts falling due within one year

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||||||| |---|---|---|---|---|---| |2025|2024| |£|£| |Accruals|and|deferred|income|9,092|6,378| |15|Share|capital|2025|2024| |£|£| |Ordinary|share|capital| |Issued|and|fully|paid| |5|Ordinary|of £1|each|5|5|

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16 Operating lease commitments

At the reporting end date the charity had outstanding commitments for future minimum lease payments under non-cancellable operating leases, which fall due as follows:

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|||||||| |---|---|---|---|---|---|---| |2025|2024| |£|£| |Within|one|year|2,000|2,000| |Between|two|and|five|years|10,000|10,000| |In|over|five|years|10,000|12,000| |22,000|24,000|

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The lease expires on 23rd June 2037.

17 _— Related party transactions

There were no disclosable related party transactions during the year (2024: £nil}.

18 Analysis of changes in net funds

The charity had no material debt during the year.

-12-

WINDSOR THEATRE LIMITED

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 JUNE 2025

19 Cash generated from operations 2025 2024
£ £
Deficit for the year (15,981) (3,199)
Adjustments for:
Investment income recognised in statement offinancial activities (5,575) (5,427)
Gain on disposal of investments (9,481) (7,979)
Management charge on investments 2,262 2,249
Depreciation and impairment of tangible fixed assets 6,005 6,005
Movements in working capital:
(Increase) in debtors (22) (356)
Increase/(decrease) in creditors 2,714 (182)
Cashabsorbedbyoperations (20,078) (8,889)

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This document was delivered using electronic communications and authenticated in accordance with the registrar's rules relating to electronic form, authentication and manner of delivery under section 1072 of the Companies Act 2006.