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2024-06-30-accounts

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Company number 6927457 Charity number 1136513

Waterloo East Theatre Limited

(Limited by Guarantee)

Report and Financial Statements

for the year ended 30 June 2024

Breckman & Company Ltd Chartered Certified Accountants 49 South Molton Street London W1K 5LH

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Waterloo East Theatre Limited

(Limited by Guarantee)

Contents

Page
Reference and Administrative Details 1
Trustees' Report 2 - 3
Independent Examiners' Report 4
Statement of Financial Activities (including Income and Expenditure Account) 5 - 8
Balance Sheet 9
Notes to the Financial Statements 10 - 14

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Waterloo East Theatre Limited

(Limited by Guarantee)

Reference and Administrative Details

Constitution

The charitable company is private company limited by guarantee registered in EW- England and Wales, company number 6927457 incorporated under the Companies Act and its governing document is its Memorandum and Articles of Association. The company is a registered charity, number 1136513.

Directors and trustees

As set out in the Articles of Association the trustees are appointed by members of Waterloo East Theatre Limited at our Annual General Meeting (AGM) or by postal vote. One third of the members of the board of trustees must stand down at each AGM, and members are eligible for re-election.

Policies and procedures adopted for the induction and training of trustees are ongoing and incorporated indirectly into the regular trustees meetings.

The trustees throughout the year and since the year end, were :

Gerald Armin (Chair) Richard Palmer Sarah Redmond Daniel Gillingwater

Director

Gerald Armin

Secretary

James McCaul resigned 7 July 2024 Richard Palmer appointed 8 July 2024

Chief executive/day to day management

Gerald Armin

Independent Examiners

Breckman & Company Limited, 49 South Molton Street, London W1K 5LH.

Bankers

Barclays Bank PLC, 29 Borough High Street, London SE1 1LY.

Operation address

3 Wootton Street, London SE1 8TG.

Registered office

49 South Molton Street, London W1K 5LH.

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Waterloo East Theatre Limited

(Limited by Guarantee)

Trustees' Report

The trustees present their annual report together with the financial statements of the charity for the year ended 30 June 2024 which are also prepared to meet the requirements for a directors' report and accounts for Companies Act purposes.

The reference and administrative details set out on page 1 forms part of this report. The financial statements comply with Charities Act 2011, the Companies Act 2006, the Memorandum and Articles of Association 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).

Objectives and activities

To create, develop, produce and present a dynamic programme of theatre, and other live performances and projects that become a vital component of the public and cultural life of the local and surrounding London boroughs.

In shaping our objectives for the year and planning our activities, the trustees have considered the Charity Commission's guidance on public benefit, including the guidance 'public benefit: running a charity' (PB2).

Achievements and performance

Due to the successful 2023 production of F-Men returning in 2024 to complete another sell-out season we have been able to continue our Covid 19 closure recovery and continue to offer encouraging deals for potential new hirers. This productions success has resulted in many hire enquiries from theatre companies now wanting to be considered for our 2025/26 program which will continue to help our recovery. The cost-of-living crisis continues to impact us as are the continued hikes in utility costs but we continue to fight on.

Financial review

The charity made a surplus for the year of £6,291, which together with the deficit brought forward of £66,765 means that a deficit of £60,474 is carried forward at the balance sheet date.

Plans for future periods

The reduction in any sort of Arts Council support across the Arts is impacting on us all, especially us smaller independent venues, affecting our development of any in-house productions, but we are committed at looking at many ways to fundraise and hope that the return run of F-Men in 2025, after the successful runs in both 2023 and 2024, will help to increase the potential hire interest as we plan our 15-year celebrations in Sept 2025.

Structure, governance and management

As set out in the Articles of Association the trustees are appointed by members of Waterloo East Theatre Limited at our Annual General Meeting (AGM) or by postal vote. One third of the members of the board of trustees must stand down at each AGM, and members are eligible for re-election.

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Waterloo East Theatre Limited

(Limited by Guarantee)

Trustees' Report

Small company exemptions

This report is prepared in accordance with the provisions of the Companies Act 2006 relating to small companies.

This report was approved by the Board of Trustees on 26 March 2025 and signed on its behalf by

Gerald Armin (Chair) Trustee/Director

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Independent Examiner's Report to the Trustees of Waterloo East Theatre Limited

I report on the accounts of the charity for the year ended 30 June 2024, which are set out on pages 5 to 14.

Respective responsibilities of trustees and examiner

The trustees (who are also the directors of the company for the purposes of company law) are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

Having satisfied myself that the charity is not subject to an audit under company law and is eligible for independent examination, it is my responsibility to:

ꞏ examine the accounts under section 145 of the 2011 Act;

ꞏ follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the 2011 Act; and

ꞏ state whether particular matters have come to my attention.

Basis of independent examiner's statement

My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a "true and fair view" and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention

  1. which gives me reasonable cause to believe that in, any material respect, the requirements:

ꞏ to keep accounting records in accordance with section 386 of the Companies Act 2006; and

ꞏ to prepare accounts which accord with the accounting records, comply with the accounting requirements of section 396 of the Companies Act 2006 and with the methods and principles of the Statement of Recommended Practice: Accounting and Reporting by Charities

have not been met; or

  1. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Richard Nelson FCCA Breckman & Company Ltd Chartered Certified Accountants

49 South Molton Street London W1K 5LH

26 March 2025

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Waterloo East Theatre Limited

(Limited by Guarantee)

Statement of Financial Activities (including Income and Expenditure Account) for the year ended 30 June 2024

Unrestricted
funds
Notes
£
Income and endowments from:
2
Donations and legacies - page 6
2,157
Charitable activities:
Theatre - page 6
130,144
Other income - page 6
6,769
Total
139,070
Expenditure on:
Charitable activities:
Theatre - page 7
129,088
Other expenditure
3
3,691
Total
132,779
Net income
4
6,291
Reconciliation of funds:
Total funds brought forward
)
(66,765
Total funds carried forward
14
)
(60,474
2024
Unrestricted
Total
funds
£
£
2,157
1,568
130,144
180,108
6,769
-
139,070
181,676
129,088
152,304
3,691
491
132,779
152,795
6,291
28,881
)
(66,765
)
(95,646
)
(60,474
)
(66,765
2023
Total
£
1,568
180,108
-
181,676
152,304
491
152,795
28,881
)
(95,646
)
(66,765

The notes on pages 10 to 14 form an integral part of these financial statements.

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

5

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Waterloo East Theatre Limited

(Limited by Guarantee)

Year ended 30 June
Income from donations and legacies
Grants
We Are Waterloo
Donations
Donations
Income from charitable activities
Theatre income
Box office/bar sales
Other income
Theatre Tax Relief
2024
2024
£
1,863
294
2,157
130,144
130,144
6,769
2023
£
-
1,568
1,568
180,108
180,108
-

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Waterloo East Theatre Limited

(Limited by Guarantee)

Year ended 30 June 2024

Expenditure on charitable activities
Theatre
Production costs
Production costs
Support costs - page 8
Governance costs - page 8
2024
£
92,211
92,211
35,377
1,500
129,088
2023
£
107,364
107,364
42,790
2,150
152,304

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Waterloo East Theatre Limited

(Limited by Guarantee)

Year ended 30 June 2024

Support and governance costs
Support costs
Office overheads
Rent/light/heat/rates/services
Telephone
Insurance
Repairs/maintenance
Administration costs
Printing/postage/stationery/advertising
Subscriptions/licences
Sundries
Professional/financial
Legal/professional
Bank charges
Ticketing charges
Governance costs
Accountancy/consultancy/theatre tax relief
Independent examination
2024
£
19,104
1,063
4,320
439
1,557
945
-
34
2,031
5,884
-
1,500
£
24,926
2,502
7,949
35,377
1,500
36,877
2023
£
27,295
1,075
4,148
663
1,216
921
6
26
2,204
5,236
750
1,400
£
33,181
2,143
7,466
42,790
2,150
44,940

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Waterloo East Theatre Limited

(Limited by Guarantee)

Balance Sheet
30 June 2024
2024 2023
Notes £ £ £ £
Current assets
Cash at bank and in hand - 2,388
- 2,388
Liabilities
Creditors: amounts falling
due within one year 9 )
(60,474
)
(69,153
Net current (liabilities) )
(60,474
)
(66,765
Excess of current liabilities
over total assets )
(60,474
)
(66,765
The funds of the charity
Unrestricted funds 14
- General fund )
(60,474
)
(66,765

For the year ending 30 June 2024 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

ꞏ The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476;

ꞏ The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These financial statements have been prepared in accordance with the provisions of the Companies Act 2006 applicable to companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees on 26 March 2025 and signed on its behalf by

Gerald Armin (Chair) Trustee/Director

The notes on pages 10 to 14 form an integral part of these financial statements.

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Waterloo East Theatre Limited

(Limited by Guarantee)

Notes to the Financial Statements for the year ended 30 June 2024

1. Accounting policies

1.1. Basis of preparing the financial statements

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice issued October 2019 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) - (Charities SORP (FRS 102)), and the Companies Act 2006.

The charity meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).

1.2. Preparation of the accounts on a going concern basis.

The company is dependent on the continued support of the trustee's loan account and the charity's bank. The trustees believe that the company will continue to receive this support and accordingly consider that it is appropriate to prepare the financial statements on the going concern basis.

1.3. Incoming resources

All incoming resources are included in the Statement of Financial Activities when:

- Donations and legacies

Grants/donations are recognised in incoming resources in the year in which they are receivable, except as follows:

- Charitable activities

Theatre income - income from box office, performance fees and sundry other theatrical income is included in incoming resources in the period in which the relevant show takes place.

Project specific funding - when donors specify that donations and grants are for particular restricted purposes, which do not amount to pre-conditions regarding entitlement, this income is included in incoming resources of restricted funds when receivable.

- Investment income

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the Bank.

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Waterloo East Theatre Limited

(Limited by Guarantee)

Notes to the Financial Statements for the year ended 30 June 2024

1.4. Expenditure

All expenditure is included on an accruals basis inclusive of any VAT which cannot be recovered and is recognised when:

- Costs of raising funds

Costs incurred in attracting donations, and those incurred in trading activities that raise funds.

- Charitable activities

Theatre production costs - costs incurred in production and running of productions toured in the year.

- Support costs

The administrative and overhead costs associated with running the office from which the company operates as well as governance costs. Support costs are wholly attributable to theatre production costs.

- Governance costs

Costs associated with the constitutional and statutory requirements of the charity.

1.5. Fund accounting

Funds held by the charity are either:

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

1.6. Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid after taking account of any trade discounts due.

1.7. Cash at bank and in hand

Cash at bank and in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

1.8. Creditors and provisions

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Waterloo East Theatre Limited

(Limited by Guarantee)

Notes to the Financial Statements for the year ended 30 June 2024

1.9. 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).

1.10. Significant Accounting Estimates and Judgements

In determining the carrying amounts of certain assets and liabilities, the charity makes assumptions of the effects of uncertain future events on those assets and liabilities at the balance sheet date. The charity's estimates and assumptions are based on historical experience and expectation of future events and are reviewed annually. Further information about key assumptions concerning the future, and other key sources of estimation of uncertainty, are set out in the notes.

2. Incoming resources

The total incoming resources for the year have been derived from the principal activity undertaken wholly in the UK.

3.
Interest payable
On loans/overdrafts
4.
Net income for the year is
stated after charging:
Loan interest payable
Independent Examiners' remuneration
- external examiner
- other services
2024
£
3,691
2024
£
3,691
1,500
-
2023
£
491
2023
£
491
1,400
750

5. Trustees' emoluments and reimbursed expenses

The trustees received no remuneration during the year (2023 - £nil).

The aggregated amount reimbursed to trustees during the year was £nil (2023 - £nil).

6. Staff costs and numbers

During the year the company had no employees.

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Waterloo East Theatre Limited

(Limited by Guarantee)

Notes to the Financial Statements for the year ended 30 June 2024

7. Corporation taxation

The charity is exempt from tax on income and gains falling within section 505 of the Taxes Act 1988 or section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects.

9.

Creditors: amounts falling due
within one year
Bank overdraft
Short term loans
Other taxation/social security
Trustees' loan accounts
Accruals
2024
£
10,512
19,865
132
27,575
2,390
60,474
2023
£
-
17,720
219
49,324
1,890
69,153

10. Limited by guarantee

The private limited company is limited by guarantee, is registered in EW - England & Wales, and does not have a share capital. Each member gives a guarantee to contribute a sum, not exceeding £1, to the company should it be wound up. At 30 June 2024 there were 4 members.

11. Financial commitments

At 30 June 2024 the company had total commitments under non-cancellable operating leases as follows:

follows:
2024 2023
£ £
Due:
Within one year 22,750 22,750

12. Transactions with trustees

At the year end trustee Gerald Armin was owed £27,575 (2023 - £49,324) by the charity.

13. Related party transactions

During the year the company had no other related party transactions that require disclosure.

Docusign Envelope ID: EBBB94CB-736C-4EE9-BD5A-ACFC54D50024

Waterloo East Theatre Limited

(Limited by Guarantee)

Notes to the Financial Statements for the year ended 30 June 2024

14. Unrestricted funds Brought Incoming Outgoing Carried
forward resources resources forward
£ £ £ £
General fund )
(66,765
139,070 )
(132,779
)
(60,474
15. Analysis of net assets between funds
General Total
funds
£ £
Fund balances at 30 June 2024
are represented by:
Net current (liabilities) )
(60,474
)
(60,474
)
(60,474
)
(60,474