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2025-06-30-accounts

COMPANY REGISTRATION NUMBER: 05486947 CHARITY REGISTRATION NUMBER: 1111391

The Assembly House Trust Company Limited by Guarantee Unaudited financial statements

30 June 2025

The Assembly House Trust

Company Limited by Guarantee

Financial statements

Year ended 30 June 2025

Pages
Trustees' annual report (incorporating the directors' report) 1 to 7
Independent examiner's report to the trustees 8 to 9
Statement of financial activities (including income and expenditure account) 10
Balance sheet 11 to 12
Notes to the financial statements 13 to 20

The Assembly House Trust

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report)

Year ended 30 June 2025

The trustees, who are also the directors for the purposes of company law, present their report and the unaudited financial statements of the charity for the year ended 30 June 2025.

The financial statements have been prepared in accordance with the accounting policies set out in notes to the accounts and comply with the charity's governing document, the Charities Act 2011 and 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 published in October 2019.

Reference and administrative details

Registered charity name The Assembly House Trust Charity registration number 1111391 Company registration number 05486947 Principal office and registered The Assembly House office Theatre Street Norwich NR1 1RQ

The trustees

The trustees who served during the year and at the date of approval were as follows:

Mr I R Shann (Chairman) Mr R Bell Mrs C Fisher Miss K Hirst Mr J A Humphreys Mrs J Jury Independent examiner Mark Proctor FCA DChA Lovewell Blake LLP Chartered accountants Bankside 300 Peachman Way Broadland Business Park Norwich NR7 0LB Bankers National Westminster Bank Plc PO Box 459 Norwich NR2 1AF Solicitors Hansells 13 The Close Norwich Norfolk NR1 4DS

- 1 -

The Assembly House Trust

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 30 June 2025

Objectives and activities

The objectives of the Charity are for the benefit of the public to preserve, renovate and keep in good order the buildings known as The Assembly House in Norwich so that they may be used primarily for charitable and other purposes and in particular:

Public benefit

The Trustees confirm that they have had due regard to the Charity Commission's guidance on public benefit.

The Charity adheres to and continues in its remit to advance its objects, these being promoting the arts, culture, education and heritage. The Charity can demonstrate that it recognises its responsibility to all sectors of the public and further can demonstrate that through its continued commitment to: the preservation of the building which affords free public admission to the building; through its support of art exhibitions with free admission to all; and through its support of concerts and concert series which offer ticket price banding recognising the various socio-economic groups within its potential visitor profile. Therefore, the Charity's benefit to the public is continuing and clear.

With the development of its activities which embrace education for both children and adults alike, the Charity continues to secure the future of the historic/heritage site both externally, through a developing outreach programme of activities, and in its internal events which demonstrate that the advancement of its remit is paramount.

- 2 -

The Assembly House Trust

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 30 June 2025

Achievements and performance

The Charity continues to support a thriving programme of arts events and exhibitions at The Assembly House summarised as follows:

Website

The Trust's website is regularly updated to showcase its ongoing arts activities including an archive of past events - www.assemblyhousetrust.org.uk. The Trust also maintains its presence on social media channels to extend the reach of its activities. Its links with local media remain strong and enable it better to publicise arts events in advance.

Concerts

There were seven monthly lunchtime classical concerts during the year, heavily subsidised by The Trust and featuring international artists. They continue to be successful and popular with attendances usually 100 plus. An admission cost is charged to defray the fee paid to the musicians. The Trust has continued to offer its scheme enabling groups of people under the age of 25 to attend the concerts at no cost which has been widely taken up by local schools.

Other concerts supported by The Trust have taken place during the year notably by The Brook Street Band showcasing its repertoire of Handel's works.

In March 2025 The Trust again sponsored The Norfolk County Music Festival held in part at The Assembly House. The Festival supports amateur musicians and singers at all levels under concert conditions on their musical journey with an emphasis on younger performers.

The Trust has also made its Steinway piano available to music students at no cost throughout the year.

Exhibitions

Gallery use has continued with several exhibitions during the year featuring a cross section of artists, styles, mediums and content from landscapes through to individual portraits and more abstract work.

In February the Trust hosted an exhibition of art work titled "A Quiet Landscape" featuring the work of eight artists which continued in the gallery for an extended period.

The Trust's biennial "Summer Open" art show took place in June 2025. Some 550 artists submitted 1,350 works of which 55 by 48 artists were chosen to exhibit. The exhibition received over 700 visitors. The Trust made available the Noverre Room for the exhibition at no charge, no fee was demanded of the artists chosen to exhibit and no commission was taken on sales of works.

In July 2024 The Trust hosted the annual Pride art show in Norwich titled "Transcestry" to coincide with Pride week. As part of the event The Trust supported workshops for youth workshops to continue its initiative of encouraging younger visitors into The Assembly House.

Other art exhibitions have been held in the building during the year alongside assembly online discussions on a variety of topics.

- 3 -

The Assembly House Trust

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 30 June 2025

Achievements and performance (continued)

Public Lectures/Education

The U3A, The Wensum Arts Society, Slimming World and Aviva Fellowship continue to use The Assembly House for regular talks, lectures and meetings.

The Assembly House also hosted the National Blood Transfusion Service on several occasions during the year.

Heritage

As in previous years The Trust supported the Norwich Heritage Open Days in September. These give the public the opportunity, at no cost, of touring the building particularly those areas not normally open to the public. Online information js made available for the first time to those unable to access all parts of the building.

As the Norwich Heritage Open Day tours have proved so popular they are now offered monthly at no cost throughout the year. Invariably they are fully booked within minutes of being released online. There were eleven in total which took place throughout the year.

The final two narrated heritage videos were produced during the year. They take the history of The Assembly House through to the present time and are available on the website. They are designed particularly for those who wish to know about The Assembly House but who, for whatever reason, are unable to visit in person.

Cinema screenings

In February and March 2025 the Trust presented three cinema screenings in the Noverre room which until 1992 had been in full time use as a cinema. A modest charge was made with the bulk of the cost being funded by The Trust.

Book reading

In February 2025 The Trust hosted a book reading by the author Eimear McBride.

The building

The Trustees continue to keep the fabric of The Assembly House in good repair and in compliance with its charitable objects and the recommendations of the Quinquennial Report. This is enabled through the pavement fee received from The House (Norwich) Limited which manages the commercial activities in the building.

A major investment during the year was the refurbishment of the Noverre Room roof the condition of which had deteriorated to such an extent that it was no longer weathertight.

- 4 -

The Assembly House Trust

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 30 June 2025

Financial review

Total income amounted to £295,063 (2024 - £284,142) and after incurring expenditure of £269,847 (2024 - £337,670), the funds increased by £25,216 (2024 - decreased by £53,528). At 30 June 2025 general funds totalled £1,072,600 and designated funds amounted to £31,142.

In 2016 the Trust completed the redevelopment of St Mary's House at a cost of £1.1m, a bank loan taken out over a term of 15 years of £540,000 was obtained for this purpose and subsequently refinanced with NatWest.

In 2023 the Trust completed the renovation of the West Wing at a cost of £385k.

Investment policy

It is the policy of the Trustees to deposit funds not immediately required within short-term deposit accounts and to hold works of art, previously donated to the Charity, as long-term investments.

Principal funding sources

The main source of the Charity's income is payments under gift aid from its subsidiary company, Assembly House Caterers Limited.

Reserves policy

The Trustees consider that it should be their aim normally to maintain reserves of approximately £120,000 to cover the costs of unforeseen expenditure. At the year end the Trust had free reserves totalling £124,530 (2024: £81,928).

In addition the Trust had free designated reserves of £31,142 to be spent on furtherance of the arts.

Plans for future periods

Looking ahead The Trust will continue to run its arts programme along established successful lines.

In respect of the building the Trust is implementing the recommendations of the latest Purcell Architects Quinquennial Report and dealing with other repairs and maintenance issues as they arise.

Structure, governance and management

Governing document

The Assembly House Trust was incorporated under the Companies Act 1985 on 21 June 2005 as a Company limited by guarantee, governed by its Memorandum and Articles of Association. The Company was registered with the Charity Commission on 21 September 2005.

- 5 -

The Assembly House Trust

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 30 June 2025

Structure, governance and management (continued)

Trustees

Members of the board of Trustees, who are directors for the purpose of Company law and Trustees for the purpose of Charity law, who served during the year and up to the date of this report are set out on page 1. Unless stated Trustees held office throughout the year.

Recruitment and appointment of Trustees

Under the requirements of the Memorandum and Articles of Association, one third of the Trustees are required to retire from office each year and are eligible for re-election at the next Annual General Meeting. Mrs C Fisher and Mr J A Humphreys retire by rotation and being eligible offer themselves for re-election.

The Articles of Association states that existing Trustees have the power to appoint new Trustees. The Trustees should always be not less than three in number. The Trustees wish to ensure they maintain an appropriate balance of skills and this is seen as essential when candidates are nominated.

Induction and training of Trustees

All new Trustees will be provided with copies of:

In addition, Trustees are encouraged to read the Charity Commission guidance notes The Essential Trustee - "What you need to know, What you need to do", other Charity Commission guidance and newsletters, and to attend courses designed to keep them abreast of their duties and responsibilities. All Trustees sign a declaration of willingness to act as a Trustee.

Risk management

The Trustees have examined the major strategic, business and operational risks which the Charity faces and confirm that systems have been established to mitigate these risks.

Organisational structure

The Trust is administered and controlled by the Trustees of The Assembly House Trust, who meet regularly and not less than twice a year. The day to day operation and services of The Assembly House are now outsourced to The House (Norwich) Ltd, an unconnected non charitable company, who are required to provide facilities for the arts and other public benefit. The House pays a pavement fee monthly to Assembly House Caterers Limited, a subsidiary of The Trust. The House provides regular reports to the Trustees on its operation and in particular that it is fulfilling its obligations under the outsourcing agreement. The Trust continues to use the services of Mr D Crayford Noble on a part time self employed basis, to carry out financial accounting for the Trust.

- 6 -

The Assembly House Trust

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 30 June 2025

Structure, governance and management (continued)

Related parties

The Charity is the sole Trustee of the unincorporated entity, H J Sexton Norwich Arts Trust, which owns the freehold of The Assembly House, Norwich. A Scheme dated 9 February 2006 governs the charity in its relationship with H J Sexton Norwich Arts Trust.

50% of the Trustees are also directors of Assembly House Caterers Limited, which is incorporated in the United Kingdom. Assembly House Caterers Limited receives a pavement fee from The House (Norwich) Limited for the use of the facilities at The Assembly House.

True and Fair override

The accounts (financial statements) have been prepared to give a "true and fair" view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a "true and fair view". This departure has involved following Accounting and Reporting by charities by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued in October 2019 rather than Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

Independent Examiner

A resolution to re-appoint M Proctor FCA DChA of Lovewell Blake LLP as independent examiner will be proposed at the Annual General Meeting.

Small company provisions

This report has been prepared taking advantage of the small companies' exemption of section 415A of the Companies Act 2006.

The trustees' annual report was approved on 12 November 2025 and signed on behalf of the board of trustees by:

Mr I R Shann Chairman of Trustees

- 7 -

The Assembly House Trust

Company Limited by Guarantee

Independent examiner's report to the trustees of The Assembly House Trust

Year ended 30 June 2025

I report to the charity trustees on my examination of the financial statements of the company for the year ended 30 June 2025 which comprise the statement of financial activities (including income and expenditure account), balance sheet and the related notes.

Responsibilities and basis of report

As the charity trustees of the company (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 company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your company's financial statements as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

Since the charity’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales (ICAEW), which is one of the listed bodies.

I have completed my examination. I 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 company as required by section 386 of the 2006 Act; or

  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 2006 Act other than any requirement that the accounts 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 accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

- 8 -

The Assembly House Trust

Company Limited by Guarantee

Independent examiner's report to the trustees of The Assembly House Trust

(continued)

Year ended 30 June 2025

I 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 accounts to be reached.

Mark Proctor FCA DChA Independent Examiner

Lovewell Blake LLP Chartered accountants Bankside 300 Peachman Way Broadland Business Park Norwich NR7 0LB

10 December 2025

- 9 -

The Assembly House Trust

Company Limited by Guarantee

Statement of financial activities (including income and expenditure account)

Year ended 30 June 2025

2025 2025 2024
Unrestricted
funds Total funds Total funds
Note £ £ £
Income and endowments
Donations and legacies 5 291,062 291,062 280,141
Charitable activities 6 4,001 4,001 4,001
  
Total income 295,063 295,063 284,142
  
Expenditure
Charitable activities 7 (269,847) (269,847) (337,670)
  
Total expenditure (269,847) (269,847) (337,670)
  
  
Net income/(expenditure) and net movement in funds 25,216 25,216 (53,528)
  
Reconciliation of funds
Total funds brought forward 1,078,526 1,078,526 1,132,054
  
Total funds carried forward 1,103,742 1,103,742 1,078,526
  

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

The notes on pages 13 to 20 form part of these financial statements.

- 10 -

The Assembly House Trust

Company Limited by Guarantee

Balance sheet

30 June 2025

2025 2024
Note £ £ £ £
Fixed assets
Tangible fixed assets 13 1,305,725 1,346,354
Investments 14 60,526 59,006
 
1,366,251 1,405,360
Current assets
Debtors 15 103,231 168,520
Cash at bank and in hand 117,046 17,291
 
220,277 185,811
Creditors: Amounts falling due within
one year 16 (64,605) (72,741)
 
Net current assets 155,672 113,070
 
Total assets less current liabilities 1,521,923 1,518,430
Creditors: Amounts falling due after
more than one year 17 (418,181) (439,904)
 
Net assets 1,103,742 1,078,526
 
Funds of the charity
Unrestricted funds 1,103,742 1,078,526
 
Total charity funds 18 1,103,742

1,078,526


For the year ending 30 June 2025 the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

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

The balance sheet continues on the following page. The notes on pages 13 to 20 form part of these financial statements.

- 11 -

The Assembly House Trust

Company Limited by Guarantee

Balance sheet (continued)

30 June 2025

These financial statements were approved by the board of trustees and authorised for issue on 12 November 2025, and are signed on behalf of the board by:

Mr I R Shann Chairman of Trustees

Company registration number: 05486947

The notes on pages 13 to 20 form part of these financial statements.

- 12 -

The Assembly House Trust

Company Limited by Guarantee

Notes to the financial statements

Year ended 30 June 2025

1. General information

The charity is a public benefit entity and a private company limited by guarantee, registered in England and Wales and a registered charity in England and Wales. The address of the registered office is The Assembly House, Theatre Street, Norwich, NR1 1RQ.

2. Statement of compliance

The charity constitutes a public benefit entity as defined by FRS 102. The financial statements have been prepared in accordance with 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 issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102), the Charities Act 2011, the Companies Act 2006 and UK Generally Accepted Accounting Practice.

3. Accounting policies

(a) Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain items at fair value.

The financial statements are prepared in sterling, which is the functional currency of the entity, and rounded to the nearest £.

(b) Going concern

There are no material uncertainties about the charity's ability to continue.

(c) Consolidation

The charity is not required to prepare consolidated accounts in accordance with the Charities Act 2011, and has taken advantage of the option not to prepare consolidated financial statements contained in Section 398 of the Companies Act 2006 on the basis that the charity and its subsidiary undertakings comprise a small group.

(d) Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment.

(e) Income

All income is included in the Statement of Financial Activities when entitlement has passed to the charity, it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

- 13 -

The Assembly House Trust

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 30 June 2025

3. Accounting policies (continued)

Income (continued)

(f) Expenditure

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

(g) Tangible assets

Tangible assets are initially recorded at cost, and subsequently stated at cost less any accumulated depreciation and impairment losses. Any tangible assets carried at revalued amounts are recorded at the fair value at the date of revaluation less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

An increase in the carrying amount of an asset as a result of a revaluation, is recognised in other recognised gains and losses, unless it reverses a charge for impairment that has previously been recognised as expenditure within the statement of financial activities. A decrease in the carrying amount of an asset as a result of revaluation, is recognised in other recognised gains and losses, except to which it offsets any previous revaluation gain, in which case the loss is shown within other recognised gains and losses on the statement of financial activities.

(h) Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Property improvements - 2% / 5% straight line Lift and boiler - 5% straight line Office equipment - 10% / 20% straight line

- 14 -

The Assembly House Trust

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 30 June 2025

3. Accounting policies (continued)

(i) Investments

Fixed asset investments comprising works of art are included in the balance sheet at the Trustees' best estimate or market value. Any gain or loss on revaluation is taken to the Statement of Financial Activities.

(j) Debtors and creditors receivable / payable within one year

Debtors and creditors with no stated interest rate and receivable or payable within one year are recorded at transaction price. Any losses arising from impairment are recognised in expenditure.

(k) Financial instruments

The Charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

(l) Cash at bank

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less.

(m) Loans and borrowings

Loans and borrowings are initially recognised at the transaction price including transaction costs. Subsequently, they are measured at amortised cost using effective interest rate method, less impairment. If an arrangement constitutes a finance transaction it is measured at present value.

4. Limited by guarantee

The charity is a company limited by guarantee and does not have share capital. The members have guaranteed that in the event of the charity being wound up during their membership or one year thereafter, each would contribute a sum not exceeding £10 towards the costs of dissolution and the liabilities incurred by the Charity while he or she was a member.

5. Donations and legacies

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Donations
Donations under Gift aid from Assembly
House Caterers Limited 291,062 291,062 280,141 280,141
   
6. Charitable activities
Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Rent and service charge 4,001

4,001

4,001

4,001


- 15 -

The Assembly House Trust

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 30 June 2025

7. Expenditure on charitable activities

Charitable Support Total Funds
activities costs 2025
£ £ £
Repairs and maintenance 59,394 59,394
Insurances and licences 34,091 34,091
Professional fees 14,084 14,084
Bank charges and interest 156 156
Bank interest 37,272 37,272
Depreciation 40,629 40,629
Arts consultancy 42,094 42,094
Arts events 35,812 35,812
Bookkeeping 3,433 3,433
Governance costs 2,882 2,882
  
266,965 2,882 269,847
  
Charitable Support Total Funds
activities costs 2024
£ £ £
Repairs and maintenance 140,555 140,555
Insurances and licences 30,305 30,305
Professional fees 18,220 18,220
Bank charges and interest 95 95
Bank interest 34,869 34,869
Depreciation 42,303 42,303
Arts consultancy 44,070 44,070
Arts events 20,284 20,284
Bookkeeping 3,813 3,813
Governance costs 3,156 3,156
  
334,514 3,156 337,670
  
8. Analysis of support costs
Governance costs
Total Funds Total Funds
2025 2024
£ £
Accountancy fees 2,882 3,156
 
9. Net income/(expenditure)
Net income/(expenditure) is stated after charging/(crediting):
2025 2024
£ £
Depreciation of tangible fixed assets 40,629

42,303


- 16 -

The Assembly House Trust

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 30 June 2025

10. Independent examination fees

2025 2024
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 2,798 3,156
Tax advisory services 760 1,325
Other financial services 85
 
3,643 4,481
 

11. Staff costs

No salaries or wages have been paid to employees, including the trustees, during the year.

12. Trustee remuneration and expenses

No Trustee received either remuneration nor expenses during either the current or previous period.

13. Tangible fixed assets

Property
improve- Office
ments Lift and boiler equipment Total
£ £ £ £
Cost
At 1 July 2024 and 30 June 2025 1,537,938 119,780 177,557 1,835,275
   
Depreciation
At 1 July 2024 238,011 93,429 157,481 488,921
Charge for the year 31,657 3,953 5,019 40,629
   
At 30 June 2025 269,668 97,382 162,500 529,550
   
Carrying amount
At 30 June 2025 1,268,270 22,398 15,057 1,305,725
   
At 30 June 2024 1,299,927 26,351 20,076 1,346,354
   

The assets owned by the Charity are all used for direct charitable purposes.

The Charity is the sole Trustee of the unincorporated entity, H J Sexton Norwich Arts Trust, which owns the freehold of The Assembly House Norwich.

- 17 -

The Assembly House Trust

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 30 June 2025

14. Investments

Investment in subsidiary company - at cost:
2025 2024
£ £
Assembly House Caterers Limited 2,200 £1 Ordinary shares issued to
Trustees on 28 February 1991 2,200 2,200
Assembly House Caterers Limited 6 £1 Ordinary shares presented to
the Charity under Deed of Gift 6 6
 
As at 30 June 2024 representing 100% of the issued Share capital 2,206 2,206
 
Result of Assembly House Caterers Limited:
2025 2024
£ £
Overheads (3,814) (6,232)
Other income 295,194 284,442
 
Net profit 291,380 278,210
Payment under gift aid (291,062) (280,141)
 
Profit/(loss) for the year (318) (1,931)
 
Net assets 23,346 23,029
 
Works of art:
2025 2024
£ £
At 1 July 2024 56,800 56,800
Additions 1,520
 
Carried forward at 30 June 2025 58,320 56,800
 
The works of art were valued in April 2018 by Charles Bingham-Newland.
Debtors
2025 2024
£ £
Trade debtors 2,017 2,910
Prepayments and accrued income 23,449 18,326
Assembly House Caterers Limited 73,423 142,245
Other debtors 4,342 5,039
 
103,231 168,520
 

15. Debtors

- 18 -

The Assembly House Trust

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 30 June 2025

16. Creditors: Amounts falling due within one year

2025 2024
£ £
Bank loans and overdrafts 36,000 36,000
Trade creditors 24,746 30,755
Accruals and deferred income 3,708 5,951
Other creditors 151 35
 
64,605 72,741
 

The bank loan is secured by a fixed and floating charge over the Assembly House property, the freehold of which is owned by the H J Sexton Norwich Arts Trust.

The loan is repayable over 15 years with monthly capital repayments of £3,000, and interest charged at a variable rate (2.7% over base) each month.

17. Creditors: Amounts falling due after more than one year

2025 2024
£ £
Bank loans and overdrafts 418,181 439,904
 

18. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At
At 1 July 2024 Income Expenditure 30 June 2025
£ £ £ £
General funds 1,047,384 295,063 (269,847) 1,072,600
Raymond King Trust Fund 31,142 31,142
   
1,078,526 295,063 (269,847) 1,103,742
   
At
At 1 July 2023 Income Expenditure 30 June 2024
£ £ £ £
General funds 1,100,912 284,142 (337,670) 1,047,384
Raymond King Trust Fund 31,142 31,142
   
1,132,054

284,142

(337,670)

1,078,526


Raymond King Trust Fund - A capital distribution was made by the Raymond King Trust prior to its winding up and a request was made by the Trust that the fund be designated. The Trustees have decided to spend the interest arising in this capital in furtherance of the Arts, this being included within income of the general fund.

- 19 -

The Assembly House Trust

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 30 June 2025

19. Analysis of net assets between funds

Year ended 30 June 2025

Tangible fixed Tangible fixed Net current Long-term Total Funds
assetsInvestments assets liabilities 2025
£ £ £ £ £
Unrestricted Income Funds:
General funds 1,305,725 60,526 124,530 (418,181) 1,072,600
Raymond King Trust Fund 31,142 31,142
    
Total funds 1,305,725 60,526 155,672 (418,181) 1,103,742
    
Year ended 30 June 2024
Tangible fixed Net current Long-term Total Funds
assetsInvestments assets liabilities 2024
£ £ £ £ £
Unrestricted Income Funds:
General funds 1,346,354 59,006 81,928 (439,904) 1,047,384
Raymond King Trust Fund 31,142 31,142
    
Total funds 1,346,354 59,006 113,070 (439,904) 1,078,526
    
Related parties
As detailed in note 15, the Charity owns 100% of the issued share capital of Assembly House
Caterers Limited, the subsidiary undertaking. 50% of the Trustees are also directors of Assembly
House Caterers Limited. The following transactions have taken place with Assembly House Caterers
during the year:
2025 2024
£ £
Receipt from Assembly House Caterers Limited under gift aid (note 14) 291,062 280,141
 
Balance due from Assembly House Caterers Limited 73,423 142,245
 

20. Related parties

As detailed in note 15, the Charity owns 100% of the issued share capital of Assembly House Caterers Limited, the subsidiary undertaking. 50% of the Trustees are also directors of Assembly House Caterers Limited. The following transactions have taken place with Assembly House Caterers during the year:

The Charity is the sole Trustee of the unincorporated entity, H J Sexton Norwich Arts Trust, which owns the freehold of The Assembly House.

During the year fees totalling £2,400 (2024 - £Nil) were paid to Hansells, a firm in which Miss K Hirst (a trustee) is a partner, for legal services provided to the Trust.

During the year fees totalling £8,545 (2024 - £7,705) were paid to Ian Shann (a trustee) for consultancy services provided to the Trust.

- 20 -