Sir Terence Rattigan Charitable Trust
Report and
Financial Statements
for the year ended
27 November 2024
Charity no: 1072532
DH1205654121SLH

Sir Terence Rattigan Charitable Trust
INDEX
TO THE AccouNrs
FOR THE YEAR ENDED 27 NOVEMBER 2024
Page
Details of Charily'S Trustees and Advisors
2 - 3 Trustees. Repori
Independent Examiner's Report to the Trustees
Statement of Financial Activities
Balance Shcel
7- 1 l Notes to the Financial Sfatements

Sir Terence Rattigan Charitable Trust
Details of Charity's Trustees & Advisors
Trustees
H V S WittiillDS
J S Mccuin
L Clayton
S Curtis
V C Goodwin
S O'connor
Principal Address
10 Orange Street
Haymarkel
London WC2H 7DQ
Registered Charlty No.
1072532
ALLuuntants
Shipleys LLP
10 Orange Strcel
Hayiiiarket
London WC2H 7DQ
Independent Examlner
T Cltirke
SRG LLP
10 Boli Court
London EC4A 3DA
Bankers
Couits & Co
440 Strand
London WC2R OQS
Alan Brodie Representation
14 The Barbon Building
Red Lion Square
London WC14QH

Sir Terence Rattigan Charitable Trust
TRUSTEES, REPORT
The Trustees present their report along wirh the financial Slalemenls of the charity for the year ended 27
November 2024. The financial stalemenls have been prepared in accordance with the aLcounting policies sei out
on pages 7 and 8 and comply with the charity's trusi deed, the Charities Act 201 l and the Siatemenl of
Recommended Practice: Accounting and Reportino by Charities prep<iring their accounis in accordance with the
rinlmc1￿ reporting standard appliciiblc in the UK and Republic of Ireland {FRS 102).
Objectfives and activities for the public benefit
The trustees have the power to apply the trust fund and income thereof to the following charitable bodics in
equal shares:
(a) Denville Hall (registered ch￿ltY number 1148968)
(b) King George V Fund for Actors and Actresses (reglstered charity number 210740),
of which H V S Williams is a Commiiiee Member and J S Mccuin is secretary and treasurer.
The trustees confirni that they have referred to the guidance contained in the Charity Commission's general
guidance on public benefit. The trusiees considcr that donations 10 Denville Hall and the King George V Fund are
Wlihin this guidance. The trus￿eS of Denville Hall, a care hoine for actors have defined Ihellr conti'ibution for the
public benefit to be as follows 'The chaiity serves elderly members of a parcicular profession, one where financial
security is, in many cases. far from being the nomi. Financial support is given through a general subsidy of all our
residents. and particular often subscanual additional sub%idy to those in greatest need,. The trustees of the King
George V Fund have defined iheir Lontribution for the publiL benefit lo be 'By paying Grants lo ALtors and
ALiresses who require financial assistance, Ihe Fund hopes the recipients will be able to Slay in their own horne5
longer and not become a burden on the state.,
Grant maklng pollcy
The truste¢5 decide on Ihe timing of the distribuiions lo ilie two charities whiLh depends oli the amount of the
&vailable cash rcscrves. The trusiees however are bound by ihe objectives above with regards lo whom they can
Inake grants lo.
Achievements and perforniance
The trustees niade a distribution of £10,000 in August and Septeniber 2024 to both ot (he beneficiaries. The
distribulions totalling £20,000 is the same as last year's total,
Financial revlew
Thc triist's income from its copyrights tolall¢d £45.814 (2023: £37,483) for the yeai.. Significant royaliiLs were
received from The Deep Blue Sea (£15.189), The Winslow Boy (£10.265). Separate iiibleq (£4,964). The
Browning Version {£3.356) and Tn Pi'ai,8e ol Love (£3,100) The lolal expenditure in the year was £37,873
(2023: £36,497) ot which £20,000 (2023.. £20,000) spent on ch3J"itable activities.
Royalties
The trust is reliant on the income from its copyrights which depends on the success of current productions of the
plays.
Reserves policy
The policy of the trustees (which is reviewed at least annually) is to fully distribute all of the Anconie received by
the charity. tdking any year with another, so that no reserve will be formed out of incorne. At the year end Ihe
balance af inci)me is C411Lulated and distributed in the tollowing year. Therefore all income will be distributed in
thc ycar covered by these accounts, in accordance with the policy. The policy will be subject to the maintcnance of
sufficlent cash 10 settle creditors as and when they fall due.
The total free reserves held at 27 Novetnber 2024 are £22.568 (2023: £13,717). The free reserves are the i-esei-ve.s
freely available to spei)d on any of the charity's purposes. The fl'ee reserves are calculated as total Iiet assets less the
copyright.s as they are the only iieni noi freely available to spend.
The trustees decided to reduce the reserves from the amount ai Ihe height of the pandemic a few year8 ago.

Sir Terence Rattigan Charitable Trust
TRUSTEES, REPORT (continued)
Covid
The recovery of theatrical perfonnance following the COVID-19 pandemic is still slow and the Trustees have
assessed that royalty income will remain al a lower level ihan previously enjoyed for some Lime to come. Some
royalty income has been received since the year eiid and the Trustees are retaining funds to ensure that there is
sufficienr available to meet day-to-day expenses in the near and mediuni future. They will continue to monitor
the situation regularly.
Plans for the future
The tnJs(ees have a lilerary agent who is commissioned to expand the knowledgc and the production of Sir
Terence Rattigan's plays.
Structure? governance and management
The Sir Terence Ralligan Charilable Trust is constituted by a Deed of Trust dated 17 September 1998 and is a
registered charity (no. 1072532). At the trustees, meetings which lake place twice a year, the trustees agree on the
grant making, reserves and risk management policies and performance.
Recruitment and appointhient of the trustees
A prospective trustee is nominated by one ot the trustees and their appointmeni is ratified with the agreement of all
of the trustees after appropriate assessments have been made.
Risk management
The trustees have assessed (he mujor risks to which the Lharily is exposed, in particular those related lo Ihe
operations and finance of the charity and are satisfied that systems are in place to miligale it5 exposure to major
risks. The Irusleel re£ilise that the financial success of the charity is dependent on the popularity of the plays of
SAr Terence Raiiigan.
Trustees, responslbllities in relation to the financial statements
The trustees are responsible tor pi'epariiig (he Trusteeb, Report and the financial statements in accordance with
applicable law and United Kingdom AccounLing Standards (Unitcd Kingdom Generally Accepted Accounting
PraLtiLe).
The law applicable to Lharities in England and Wales reqiiires the IrLISlees to prepare financial slalemeiiis for
each finaiicial year whlcli give a true aiid fair view of the slate of affairs of the charity aiid of iiicomiiig
resources and application of resources of the Ch￿ilY for thai period. In preparing these financial sliilements. the
trusices are required to..
select suitable dccounting policies and then apply them consistently:
observe the methods and principles in ihe Charities SORP;
make judgemeiils lind eslimales ihat are reasonable cind prudeiil.
state whether applicable accounting standards have been followed, subject to any material departures
disclosed and explained in the Financial statements. and
pi'epare the financial statements on the going concern basis unless it is inappropriale lo presume that the
charity will continue in business.
The trustees are I'espoiisible for keeping accounting records which disclose with reasoiiable accuracy al any time
the financial position of the charity and which enablc them lo ensure that the financial slatcnients coniply with
the Charities Acl 2011. the Charity (Accounts and Reports) Regulations and the provisions of the trust deed. The
Irustees are responsible for safeguarding the assets of the chariiy and hence for taking reasonable Steps for the
prevention and detection of fraud and other irregularilies.
Approved on b half of the
rustees
J S Mccui
on

Sir Terence Rattigan Charitable Trust
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES
I i-eporL lo the li'uslees on my examinalioD of the accounts of the Sir Terence Ralti(Tan Trust for Ihe year ended
27 November 2024, which are set out on pages 5 to I l.
Responsibilities and basis of report
As Ihe Lharity irustees of the Crust you are responsible for the preparatioii of the accounts in accordance with
the requirements of the Charities Act 2011 ('the Act,).
T report in respeci of my examination of the Trustee's accounls Lan'ied oui under section 145 of the 2011 Act
and in c￿-rying out my examtnation I have followed all the applicable Directions given by the Charity
Coniniission under section 145 (5)(b) of Ihe 201 l Act.
Independent examiner's statement
I have completed my examination. I confim that no rnaierial matters have come to my attention in
connection with the exatnination giving rne cause to believe thai in any material respect..
{ l ) accounting i'ecords were not kept in re¥>pect of the Trubt ab required by section 130 ot the Act; or
(2) the accounts do not accord with those records; or
(3) che accounts do iiot comply with the applicable requirements concerning the fonn aiid content of the
accounis sei out in the Charilic8 (Accounts and Reports) Regulations 2008 othcr than any requirenient
that the accounts give a 'uue and fair view, Which is not a matter Lonsidered as parl of an independent
examination.
I have no LonLerns and have come aLross 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.
Independent Examiner
Name: T Clarke
Relevant professional qualification or body: FCCA
Address: SRG LLP. 10 Bolt Court. London. EC4A 3DA

Sir Terence Rattigan Charitable Trust
STATEMENT OF FINI ANCIAL ACTIVITIES
FOR THE YEAR ENDED 27 NOVEMBER 2024
Tolal
Unrestricted Funds
Total
Unrestricted Fun(Ls
2023
Page
2024
Income
Other income - royaltie5
45,814.84
37,483.65
Total illcome
45,814.84
37,483.65
Expenditure
Costs of raising funds..
Royalties management cosis
Copyrights - amortisation
7250.54
910.00
8,202.62
910.00
10
8,160.54
9,112.62
Charitable expenditure:
Grants and governance costs
29,712.98
27.384.38
Total expendlture
(37,873.52)
(36,497.00)
Net surplus for the year
and net movement in funds
7,941.32
986.65
Total funds brought forward
35,527.46
35,540.81
Total funds carrled forward
£43,468.78
£35,527.46
The notes on pages 7 to I I form p￿t of these accounts.

Sir Terence Rattigan Charitable Trust
BALANCE SHEET
AS AT 27 NOVEMBER 2024
Page
2024
2023
Fixed assets
Copyrighis
10
20900.00
21,810.00
Current &ssets
Cash
10
27,644.95
15,555.54
Debtors
11
1,211.92
Crediturs: Amounts falling due
withln one year
(5,076.17)
(3.050.00)
Net currei)t assets
22,5611.78
13,717.46
Net Xssets
£A3,468.78
£35.527.46
Represented by:
UDrestricled Fuiid
43,468.78
35,527,46
£43,468.78
£35,527.46
Approved for and on behiilf of the Tiuslccs on
nd signed on their behalf by.'_
The
s on pages 7 10 1 I form P<wI of these accounts.

Sir Terence Rattigan Charitable Trust
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 27 NOVEMBER 2024
Principal accounting policies
1.1 General inforniation
Sir Terence Raltigan Charitable Trusi is an unincorporated Irusl governed by a Irusl deed and regislered
with the Charicy Conimission in England under nuinber 1072532. The principal address is 10 Orange
Street, Haymarket. London, WC2H 7DQ. The objectives of the charity are set out on pagc 2.
1.2 Basls of Preparation
The tinancial statements have been pi-epared undei- the historical cost convention, with items reLognised al
cost or trdnsaction value unless oiherwise sl¢lted in the relevant <iccounling policy. The fiiiancial
statemenis have becn prepared in accordance with the Financial Reporting Standard applicdble in the UK
and Republic of Treland (FRS 102). Accounting and Reporting by Charities.. Siatement of Recommended
Practice applicable to Charities preparing their accounts in aLcordaiice with the Finai)cial Reporting
Standard applicable in the UK and Republic of IrLldnd (FRS 102) (effcctivc January 2019) (Charities
SORP FRS 102) and the Charities Acl ?OE I.
The Charity meets Ihe definition of a public beiiefit entity under FRS 102.
The functional currency of the charity is considered to be pounds steiling because that is the currency of
the primary eLonotniL' environment in whiLh che Charity operates. The financial Sldtements dre also
presented in puunds slerling.
There are no significant areas requiring material judgemenis. eqtimates or a.ssumptions.
1.3 Cash flow statement
The Lharity has taken advantage of the exemption in the Charities SORP (FRS 102) frum Ihe requirement
lo produce a cash flow 5tatemenl on the groiinds thic l it is a sniall chatily.
1.4 Preparation of the acLounts on a golng concern basls
The trustees considei- that there al'e no material uncertainties about the charity s ability lo continue as a
going concei'n for at least twelve months from the dale of approving the accounts. due to the Lontinuing
worldwide interest in producing Terence Raltigan play8.
1.5 Fund Vdccuunting
Unrestricted funds are available for distribution by the trustees in equal amounts to the iwo designated
charilable bodies in accordance with the reserves policy shown in the Truslees, Report.
1.6 Income recognition
All income is recognised once the charity has entiilemenl to the income, it is probable that the income will
be received and the amount of income receivable can be tneasured reliably.
Royalties are recognised as income when the charity has been iiotified ihai these are receivable.

Sir Terence Rattigan Charitable Trust
NOTES TO THE FINANCIAL STATEMENTS (continued)
FOR THE YEAR ENDED 27 NOVEMBER 2024
1.7 Expendithre recognition
Liabilities are recognised ils expenditure as soon as there i,s a legal or constructive obligation committing
the charity lo that expenditure. it is probable that settlemeni will be required dnd the amount of the
obligation can be measured reliably.
All expenditure is acLounted for on an accruals basis.
Costs of raising funds consists of the commissions of agenls and the sub-agents and amorlisation.
Expenditure of charit4ible dctivities includes grdnts made and governance costs.
Grants payable are payments made to third parties in the turlherance of the charitable objectives of the
charity. All grant offers are unconditional and are accrued once the recipient has been notified of the grant
award. The notification gives ihc rccipient a rcasonable expectation ihai they will reccivc the granl
Govcrnancc costs coniprise all costs involving Ihc public iiccountability of the charity and its compliance
with regulation and good practice. These co8t8 include co.sts related to the independenc examination of the
accounts and legal fees. Governance costs are allocated lo applicable expendilure headings based on the
time spent by trustees.
Irrecovcrable V AT is Charged against the expcnditure heading for which li was incurred.
1.8 Flxed assets
Copyi'ighis are shown at their M￿.ke1 value when they were bequeathed to the charity foriy seven yeai's ago
less dniorlisdlion over their rcniaining life of thirty three ye<ll'S comniencing froni Ilie year ended 27
November 2015 to the year ended 27 Novembcr 2047.
1.9 Cash at bank
Cash al baiik and Lash in hand iiicludes cash aiid short term highly liquid iiivestmeiits with a short maturity
of three nionths or less from the date ot acquisition or opening of the deposit or siniilar accounr.
1.10 Creditors and provisions
Creditors and provisions are recognised where the charity has a present obligation resulting from a pasi
evenl thal will probably result iii the Iransfer of funds to a third parry and the amoLlllI due to sellle the
obligation cali bc measured or estimated reliably. Creditors and provisions are normally recognised at their
settlement amount after allowing for any crade discounts due.
1.11 Fliianclal instruments
Tlie charity only has financial assels and financlal liabilities of a kind that qualify as basic financial
insiruiiienls. Basic financi<il iiislrumenls are inilia]ly recognised al iransaction value and subsequently
measured at their settlement value.

Sir Terence Rattigan Charitable Trust
NOTES TO THE FINANCIAL STATEMENTS (continued}
FOR THE YEAR ENDED 27 NOVEMBER 2024
Page
2024
2023
2. Other income
Royalties
45,814.84
37,483.65
45,814.84
37.483.65
Royalties management costs
Alan Bi-odie Representalion conimission
Sub-ageThls commission
Website costs
5,194.62
2,013.42
42.50
4,746.37
3,432.25
24.00
£7250.54
£8.202.62
4. Grants
Denville Hall
King George V Fund for Actors and Actresses
10,000.00
10,000.00
10,000.00
i 0,000.00
£20,000.OU
£20,000.00
Analysls of governance c(Ksts
Accountancy fee.s - Shipleys LLP
CS Mdll4lb7ement
Independeni examiner's fees
Oveisca.% tax
Bank charge.
Sundry expenses
5,000.00
750.00
2,000.00
1,897.68
4,875.00
750.00
1,800.00
39.38
(80.00)
65.30
£9,712.98
£7,384.38
Total grants and governanL'e cosls
£29,712.98
£27,384.38
Governance costs are allocdted to dctivities based un tirne spent by tru8tees on each activity. Trustee's time is
considered to be almost exclusively spent on charitable activities. The charity Ilas no staff and hence no
P£iyments in excess of £60,000 nor peiision contributions have been made. No tnistee received any rcmuneralion
during the ycar or the reirnbursement of expenses. The accountancy fees payable lo Shipleys LLP, Chartered
Accountants are for staff time in the management and administration of the charity of £5,000 (2023: £4.875).
The fees ch￿.ged are only for the time spent on the charity's affairs. The amounl owing al the year end to
Shipleys LLP is nil (2023.. nil). J S Mccuin is a consultdnt lo Shiplcys LLP but he does not chiwgL any tee.s for
the lime he spends on the charity's affdirs. There were fees Piiyable to CS Managemeni Support Ltd during the
year of £750 (2023.. £750). The fees when charged are only for the lime spenl on the charity's affairs. The
amount owing at the year end io CS Mlmagement Support Ltd is £750 (2023.. £1,250). L Clayion (formerly
Penhaligan) is 11 director of CS Management Support Ltd whose services are charged only for Ihe time speni on
the charity's affairs.

Sir Terence Rattigan Charitable Trnst
NOTES TO THE FINANCIAL STATEMENTS (continued)
FOR THE YEAR ENDED 27 NOVEMBER 2024
Annual donations to date
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2CK)9
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024 (notc 4)
100,000.00
15,000.00
40,000.00
14,000.00
60,000.00
60,000.00
69,000.00
37,000.00
93,000.00
84,000.00
161,000.00
270,000.00
132,000.00
90,000.00
46,000.00
60,000.00
220,000.00
158,000.00
60,000.00
20,000.00
44,000.00
30,000.00
35,000.00
20,000.00
20,000.00
£1,938,000.00
Page
2024
2023
7. Copyrights
Hiscoric cosi
£30,000.00
£30,000.00
Amordsation
Balance bi'oughl forward
Charge for the year
8,190.00
910.00
7,280.00
910.00
Balance carried forward
£9,100.00
£8.190.00
Net book value
£20,900.00
£21,810.00
The Lopyrights I￿t for 70 years from the end of the calendar year in which Sir TerenLe Rdtligan died. He died on
30 Novembei- 1977 50 the copyrights expire on 31 DeceT]iber 2047. The historic cost above is Ilie value of the
copyriohis when bequeathcd by Sir Terence Ralliglin LO ihe tru.%lees 47 years ago. The copyrights are being
amortised over the remaining 23 years.
8. Analysis of cash
Coutts & Co current dccount
£27,644.95
£15,555.54
io-

Sir Terence Rattigan Charitable Trust
NOTES TO THE FINANCIAL STA TF4Mi ENTS (continued)
FOR THE YEAR ENDED 27 NOVEMBER 2024
Page
2024
2023
Analysls of debtors
Couits & Co- reversal of bank charges
VAT
120.00
1,091.92
£1,211.92
10. Analysis of Ilabllitles: Amounts falllng due within one year
CS Management
SRG LLP
VAT
750.00
1,900.00
2,426.17
1,250.00
1.800.00
£5,076.17
£3.050.00
Movement in reLognised grant commitments during the year
Gran( conimitments recognised ai the start of the year
New grani commitments charged lo the SOFA in year (se¢ note 4)
Grants paid during Ihe year
20,000,00
(20,000.00)
Amount of grant commitments recognised at 27 Novcmbci 2024
ij