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2022-03-31-accounts

Reference and administrative Reference and administrative details 1to2
Statement of Chair ofTrustees and Museum Director 3to 4
Trustees'
report (incorporating
the strategic and directors' report) 5to 26
Independent auditor's
report
27 to 31
Consolidated statement
of financial
activities (including the income and expenditure account) 32to 33
Consolidated balance sheet 34to 35
Balance sheet 36to 37
Consolidated statement
of cash flows
38
Notes to the financial
statements
39to 63

Trustees Mr A 3 Smith, Chair Chair
Ms C A M Thomson, Deputy Chair
Sir M E P 3ones (resigned 6 3anuary 2022)
Professor
P Strike
Mr A R MacKay, Museum Director
Professor J Mennell
Councillor
3
T Bomford (resigned 18 June
2021)
Ms L A Kneath (resigned 25 March 2022)
Dr LTickner (resigned 183une 2021)
Ms R Foy
Ms M E Reid Fotheringham
Mr C 3 Harrison
Councillor
C
W Glover (appointed 18 3une
2021)
Councillor
K Meller
(appointed 18 June 2021)
Secretary Mr D A Gibson
Charity Registration Number 1143235
Company Registration Number 07568957
The
charity
is incorporated in England and
Wales.
Registered ONce Tullie House
Castle Street
Carlisle
CA3 STP
Principal Office Tullie House
Castle Street
Carlisle
CA3 STP
Auditor David Allen
Chartered
Accountants
& Statutory Auditor
Dalmar House
Barras Lane Estate
Dalston
Carlisle
CA5 7NY

Total Total
Note Unrestricted
f
' Restricted
f
2022
f
2021
f
Income and Endowments
from:
Donations
and legacies
3 193,306 661,876 855,182 1,172,169
Charitable
activities
1,215,143 1,215,143 1,078,068
Other trading
activities
146,443 146,443 60,353
Investment
income
5 5,826 5,826 6,782
Other income 6 50 269 50 269 260 549
Total income 1610987 661 876 2 272 863 2 577 921
Expenditure
on:
Raising funds
Charitable
activities
7
8
(177,065)
~1510275
~767 770 (177,065)
~2278 045
(110,050)
~1604222
Total expenditure ~1687340 ~767 770 2455 110 1714272
Net (expenditure)/income (76,353) (105,894) (182,247) 863,649
Transfers
between
funds (994) 994
Other recognised gains
and losses
Exhibitions
Tax Relief
13 35 587 35 587 85 161
Net movement
in funds
(41.,760) (104,900) (146,660) 948,810
Reconciliation
of
funds
Total funds brought forward 1 330837 733 015 2 063 852 1115042
Total funds carried forward 24 1289077 628 115 1917192 2 063852

Total
Note Unrestricted
f
Restricted
f
2021
f
Income and Endowments from:
Donations
and legacies
528,206 643,963 1,172,169
Charitable
activities
1,078,068 ].,078,068
Other trading
activities
60,353 60,353
Investment
income
5 6,782 6,782
Other income 6 260 549 260 549
Total income 1933958 643 963 2 577921
Expenditure
on:
Raising funds
Charitable
activities
7
8
(110,050)
~1102748
~501474 (110,050)
~1604222
Total expenditure ~1212798 ~501474 1714272
Net income 721,160 142,489 863,649
Transfers
between
funds (27,117) 27,117
Other recognised gains and losses
Exhibitions Tax Relief 13 85 161 85 161
Net movement
in funds
779,204 169,606 948,810
Reconciliation
of
funds
Total funds brought forward 551633 563 409 1 115042
Total funds carried forward 1330837 733015 2 063 852

CONSOLIDATED
STATEMENT OF CASH FLOWS FOR
CONSOLIDATED
STATEMENT OF CASH FLOWS FOR
CONSOLIDATED
STATEMENT OF CASH FLOWS FOR
THE YEAR ENDED 31MARCH 2022
Note 2022
f
202i
Cash flows from operating activities
Net cash (expenditure)/income (146,660) 948,810
Adjustments
to cash flows
from non-cash items
Depreciation 120,689 113,391
Investment
income
(5,826) (6,782)
Loss on disposal oftangible
fixed assets
284
(31,513) 1,055,419
Working capital adjustments
Decrease
in stocks
18 1,000 1,095
(Increase)/decrease
in debtors
19 (68,924) 153,831
Increase/(decrease)
in creditors
20 16466 116351
Net cash flows from operating activities 82971 1093994
Cash flows from Investing activities
Interest receivable
and similar
income 5 5,826 6,782
Purchase of tangible
fixed assets
16 31540 372844
Net cash flows from investing activities 25 714 366062
Net (decrease)/increase
in cash and cash equivalents
(108,685) 727,932
Cash and cash equivalents
at
1 April 1044 249 316 317
Cash and cash equivalents
at
31 March 935564 1044 249

Unrestricted
Total Total
General
f
Restricted
f
2022
f
2021
f
Donations
Donations
- unrestricted
29,514 29,514 16,306
National
Heritage grant
7,100
ACE grant 406,524 406,524 405,392
Natural
Sciences Project
3,583 3,583 41,928
Biodiversity
Curator
15,000 15,000 7,500
WallCAP 15,472 15,472 20,687
Bubble and
Me
500 500 1,700
CWAAS Community Grant 6,667 6,667 6,667
Once Upon a Planet 61,235 61,235
Bath House Uncovering
Roman Carlisle 22,546 22,546
Thriving
Communities
Purchase of Dodd.j
Herbarium 52,500
2,506
52,500
2,506
Whale tales 32,881 32,881
Kickstart 10,885 10,885
'Waiting
for Trains Again'
by
Charles Oakley, 1984 5,000 5,000
Apprentice
Funding
3,500 3,500
Hope street 23,077 23,077 18,105
Costume
gallery
1'}1,984
Culture
Recovery
Fund
153,792 153,792 494,800
Cumbria
County
Council cultural
grant 10000 10000 10000
193306 661876 855 182 1 172 169

INCO ME FROM CHARITABLE ACTIV ITIES
Unrestricted
funds Total Total
General
f
2022 2021
f
Other fees and charges 208,514 208/514 144,192
Museum admissions charges 133,809 133,809 30,104
Carlisle City Council core funding 872 820 872 820 903 772
1215143 1215 143 1078 068

Unrestricted
Total Total
General
f
2022
f
2021
f
Bank interest receivable 5826 5 826 6 782
6 OTHER INCOME
Unrestricted
Total Total
General
f
2022
f
2021
f
Coronavirus job Retention Scheme 15,602 15,602 219,130
Coronavirus Business grants 34667 34667 41419
50269 50 269 260 549

Other Total Total
Staffcosts
f
Depreciation
f
costs
f
2022 2021
f
Museum operations 1,100,001 120,689 1,057,355 2,278,045 1,604,222
Fundraising expenses 10'1425 72 640 177065 110050
1 204 426 120669 1 129995 2 455 110 1714 272

Activity Activity
undertaken support
directly costsf 2022
f
2021
Museum operations 1,893,955 384,090 2,278,045 1,604,222
Fundraising expenses 177065 177065 110050
2 071020 384 090 2455 110 1714272

Support costs allocated to charita ble
activities
Support Total Total
costs 2022 2021
f f f
Support staff costs 174,538 174,538 168,764
Depreciation 120,689 120,689 113,391
Other costs 88863 88863 66 652
384090 384090 348 807

Unrestricted
funds Total
General 2022
f f
Audit fees
Audit ofthe financial statements 12,000 12,000
Other fees paid to auditors 1600 1600
13600 13600
Unrestricted
funds Total
General 2021
f
Audit fees
Audit ofthe financial statements 12000 12000
12000 12000
10NET INCOMING/OUTGOING RESOURCES
Net (outgoing)/incoming resources for the year include:
2022
f
2021
f
Audit fees 12,000 12,000
Depreciation of fixed assets 120,689 113,391
Auditor's remuneration - Grant audit 1,600
Pension costs 65 714 56 294

The ag gregate payroll costs were as follows:
2022 2021
f E
Staff costs during the year were:
Wages and salaries 1,059,877 922,733
Social security costs 78,835 67,888
Other pension costs 65714 56 294
1 204426 1046 915
2022 2021
No No
Museum staff 56
The number ofemployees whose total emoluments fell within the following bands was:
2022 2021
No No

2022 2021
f f
Audit ofthe financial statements 12000 12000
Other fees to auditors
Audit-related assurance services 1600

16TANGIBLE FIXEDASSETS
Group and Charity
Leasehold Fixtures and
Improvements
f
fittings
f
Equipment Totalf
Cost
At 1 April 2021 590,799 268,774 285,037 1,144,610
Additions 1,279 5,943 24,318 31,540
Disposals
At 31 March 2022 592 078 274 717 292 218 1 159013
Depreciation
At 1 April 2021 92,484 142,069 199,535 434,088
Charge for the year 59,176 26,365 35,148 120,689
Eliminated
on disposals
At 31 March 2022 151660 168434 217831 537925
Net book value
At 31 March 2022 440 418 106283 74 387 621088
At 31 March 2021 498315 126705 85 502 710522
17FIXEDASSETINVESTMENTS
Group
2022
f
2021
f
Other investments 303288 303288

Other Investments
Other
investments Totalf
Cost or Valuation
At 1 April 2021 303 288 303288
At 31 March 2022 303 288 303288
Net book value
At 31 March 2022 303 288 303288
At 31 March 2021 303 288 303288
Charity
2022
f
2021
f
UK Group undertakings 1 1
Other fixed asset investments 303288 303288
303289 303289

Country of Proportion ofvoting Principal
Undertaking incorporation Holding rights and shares held activity
2022 2021
Subsidiary undertaking
Tullie House Museum
and Art Gallery Trust
England Ordinary 100% 100% Trading
activities
at
Tullie
House
(Trading)
Limited
Museum

A summa ry
of the trading
re
sults are shown
below:
2022
f
2021
f
Turnover and interest receivable 146,443 60,363
Cost of sales, administration costs and interest costs (146,443) (60,363)
Current assets 62,314 54/879
Current liabilities 54 878
Aggregate
share capital and
reserves

Group Charity
2022 2021 2022 2021
f f E E
Finished goods and goods for
resale 11 791 12791
19DEBTORS
Group Charity
2022
f
2021
f
2022
f
2021
f
Trade debtors 147,448 116,657 137,067 109,660
Due from group undertakings 48,731 47,386
Tax recoverable 186,541 150,954 186,541 150,954
Prepayments 82,657 80,853 79,584 80,852
VAT recoverable 742 4 750
417 388 348464 456 673 388852

Group Charity
2022 2021
f
2022 2021
f
Trade creditors 82,977 40,120 79,978 38,507
VAT liability 21,750 21,750
Taxation and social security 20,954 26,733 20,954 24,874
Other creditors 3,847 3,847
Accruals 264 149 266 858 257 573 262 838
371927 355461 362352 347969

Deferred income - group
2022 2021
f f
Deferred income at 1 April 2021 216,398 327,480
Resources deferred in the period 194,053 216,398
Amounts released from previous periods 216 398 327480
Deferred income at year end 194053 216 398
Deferred income - charity
2022 2021
Deferred income at 1 April 2021 214,940 326,688
Resources deferred in the period 192,620 214,940
Amounts released from previous periods 214 940 326688
Deferred income at year end 192620 214940

Group and charity
2022
f
2021
f
Balance brought forward 1312
Arts Council England grant received on behalf ofthe Consortium
members 780,789 1,141,987
Consortium income 77,582 76,465
Consortium expenditure (86,785) (77,777)
Amounts paid to other Consortium members 780 789 1 141987
9203

Group and Charity
Balance at 1 Incoming Resources Balance at 31
April 2021
f
resources
f
expended
f
Transfers
'f
March 2022
Unrestricted
General
General funds - all funds 627,526 1,504,593 (1,416,298) (100,994) 614,827
Designated
Cumbria
Biodiversity
Centre
Data 127,818 106,394 (90,998) 143,214
Project Tullie 545,493 (144,457) 100,000 501,036
General Acquisitions 25,000 25,000
Cafe Investment 5,000 5,000
703,311 106,394 (235,455) 100,000 674,250
Total Unrestricted 1330837 1,610,987 (1,651,753) (994) 1,289,077
Restricted
National
Portfolio
Organisations
63,657 406,524 (460,013) 10,168
Curatorial
and Collections
Development
105,792 (33,175) 72,617
Whale Tales 32,881 (32,881)
Hope Street 19,613 23,077 (13,649) 29,041
Costume
Gallery
485,156 (54,902) 430,254
Bubble and Me 1,700 500 (1,010) 1,190
Biodiversity
Curator
3,450 15,000 (18,450)
WallCAP 18,488 15,472 (33,960)
Natural
Sciences Project
35,159 3,583 (38,742)
Once upon a Planet 61,235 (6,340) 54,895
Bath House Uncovering
Roman Carlisle 22,546 (22,273) 273
Thriving
Communities
52,500 (22,823) 29,677
Purchase of Dodd.3
Herbarium 2,506 (3,500) 994
Community
Grant
6,667 (6,667)
'Waiting
for Trains Again'
by Charles Oakley, 1984 5,000 (5,000)
Apprentice
Funding
3,500 (3,500)
Kickstart placement 10,885 (10,885)
Total restricted 733015 661,876 (767,770) 994 628,115

24 FUNDS (continued) (continued)
Balance at 1 Incoming Resources Balance at 31
April 2021
f
resources
f
expended
f
Transfers
f
March
f
2022
Total f~~d~ 2063852 2 272 863 2419 523 1917192
Balance at 1 Incoming Resources Balance at31
April 2020
f
resources
f
expended Transfers
f
March 2021
Unrestricted
General
General
funds -
all funds 365,146 1,830,603 (1,041,106) (527,117) 627,526
Designated
Cumbria
Biodiversity
Data
Centre 80,291 103,355 (55,828) 127,818
Project Tullie 75,000 (29,507) 500,000 545,493
General Acquisitions 25,000 25,000
Cafe Investments 5,000 5,000
Gallery Improvements 1 196 1 196
186,487 103355 86 531 5QQ ppQ 7Q3 311
Total unrestricted 551633 1933958 1 127637 27 117 1330837
Restricted
National
Portfolio
Organisations 18,738 405,392 (360,473) 63,657
Curatorial
and Collections
84,050
Development 21,742 105,792
Whale Tales 5,485 (10,860) 5,375
Hope Street 43,785 18,105 (42,277) 19,613
Costume
Gallery
411,351 141,984 (68,179) 485,156
Bubble and Me 1,700 1,700
Community
Grant
6,667 (6,667)
Biodiversity
Curator
7,500 (4,050) 3,450
WallCAP 20,687
'
(2,199) 18,488
Natural
Sciences
Project 41928 6769 35 159
Total restricted 563409 643 963 501474 27 117 733015
Total funds 1 115042 . 2 577921 1629 111 2 063852

Group
Totalfunds
Unrestricted funds Restricted at 31March
General
f
Designated
f
fundsf 2022
f
Tangible fixed assets 188,796 432,292 621,088
Fixed asset investments 303,288 303,288
Current assets 494,670 674,250 195,823 1,364,743
Current liabilities 371927
Total net assets 614827 674 250 628 115 1917192
Total funds
Unrestricted funds Restricted at 31March
General Designated
E
fundsf 2021
E
Tangible fixed assets 225,365 485,156 710,521
Fixed asset investments 303,288 303,288
Current assets 454,334 703,311 247,859 1,405,504
Current liabilities 355461
Total net assets 627 526 703311 733015 2 063852

Charity
Totalfunds
Unrestricted funds Restricted at 31March
General Designated
f
fundsf 2022
f
Tangible fixed assets 188,796 432,292 621,088
Fixed asset investments 303,289 303,289
Current assets 485,094 674,250 195,823 1,355,167
Current liabilities 362 352
Total net assets 614827 674 250 628 115 1917192
Totalfunds
Unrestricted funds Restricted at 31March
General Designated
f
funds 2021
f
Tangible fixed assets 225,365 485,156 710,521
Fixed asset investments 303,289 303,289
Current assets 546,841 603,311 247,859 1,398,011
Current liabilities 347969
Total net assets 727 526 603311 733015 2 063852

26ANALYSIS O F NET FUNDS
Group
At 1April Financing At 31March
2021
f
cash flows 2022
f
Cash at bank and in hand 1044 249 108685 935564
Net debt 1044 249
At 1April Financing At 31March
2020
f
cash flows
f
2021
f
Cash at bank and in hand 316 317 727932 1044 249
Net debt 316 317 727 932 1044 249
Charity
At 1April Financing At31March
2021
f
cash flows
f
2022
f
Cash at bank and in hand 1009 159
Net debt 1009 159
At 1April Financing At 31March
2020
f
cash flows
f
2021
f
Cash at bank and in hand 298681 710478 1 009 159
Net debt 298681 710478 1 009 159