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2022-07-31-accounts

Page
Governors,
Olncers and Advisers
Annual Report ofthe Governors
Directors' Report
Strategic Report
Statement ofAccounting and Reporting Responsibilities 18
Independent
Auditor's
Report
Statement ofFinancial Activities 23
Balance sheet 24
Cash Flow statement 25
Notes to the Financial Statements

OFFICERS
Headmaster. Mr PJSymes BSc(Hons), P.G C.E
Bursar: Major (retd) ISMcLaughlin MSc, CMgr FCMI
PROFESSIONAL ADVISERS
Bankers: Barclays Bank PLC
West Hertfordshire Business Banking Team
PO Box87
22-24 Upper Marlborough Road
StAlbans
Hertfordshire
AL1 3HJ
Auditors: Moore Igngston
Smith LLP
Devonshire House
60Goswell Road
London
EC1M 7AD

This year our Year 8 Leavers are heading tothe following schools:
StAlbans 14
Bedford 13
St Columba's 8
Dean Close 1
Bredon College 1
Oundle 1
Eaton 1

Ursesbidad
I
Designalad Total
funds 2021
5
INCONE FRCmr
Chslsble acgvities
School fees
Other sducabanal home
Other imame
Other trading income
l~
5,740,981 5,434,916
4',453
Inveslment
Income
2,289
Vobaltsry sources
Grants Bnd dcnabons 37,903
Total arsenal snd ondawrnerds
EXPENOITURE ON:
Cosh' afraimng funds
bdeIBSI Bnd other oasis 34,162 18,593
Chadlable acgvities
Educalion 5.934.176 5,934,176 5,609,997
Net operating
incormd(espendibae)
364,389 39A389 268,189
Giber Profit ar Loss on sale af assehypmperty 25 25
Not Ihcmlsf(ofipsadrbas) 12 364,414 36rtafd 268,189
Nst amvoslwlt
Isfunds
364.414 354rsf4
Fund balances brought formud 17
Fund balances cwrled farwwd 18

FIXEDASSEIS
Tang8de assets 13 9448,355
1A262~ 9,248.355
CURRENT ASSETS
Detdem 14 231A74 237,714
Cash at bank and h hand 1,710,34) 1,923,871
1,942316 2,161,585
CREDITORS:Amounts fa8ing due sdlhin one year 15 P,952,771) (1,333,910)
NET CURRENT ASSETS 010r455 827.675
TOTAL ASSETSLESSCURRENT LIABILITIES 10~1,7$7 I0,076,030
CREDITORS: Amounts Ming due afhn more gum ane year (589A07) (778,262)
FUNDS
Un eshioted funds- general 17 9,6ri2,1$0 9,297.768
9.297,768

I ACCOUNTING
POLICIES
Aldwickbury
School Trust Limfied
isa company
limited
by guarantee
wrlh registered
number 950339,incorporated
and domiciled
in England
and Wales. Its
registered
offirm w Aldwickbury
School, Whealhampstead
Road, Harpenden,
AL5 IAD.
1.1 BASISOF PREPARATION
The financial statements
have been prepared
in accordance
with fire Firmncial
Reporbng
Standard
applicable
in the UK and Republic of Ireland (FRS102).
The Chanlable
Company
isa pubkc benefit antsy forthe purposes
ofFRS102and therefore the chanty also prepared
its hnsncial statements
in acmrdance
with Ihe Statement ofRecommended
Pracbce applicable to charees preparing
their accounts
in accordance with the Financml
Reporting
Standard
applicable
in the UK and Republic of Ireland (The FRS102Chemise SORP), the Companies
Act 2006 and gm Charifies Act 2011.
The financial statements
are prepared
in sterling, which
w the fundmnal
currency ofthe charity
Monetary amounts
in lhasa Iinancial statements
are rounded
to fim nearest pound
Going Concern
and srgnrficant
eslimates
and ludgements
In recognising
their duties under dre terms ofSORP para 1.23 and para 3 38the Govemom
understand
thai fimy must continue to assess Ihe school as a
grwlg concern
and where there are uncerlainbes,
gmy must provide their explanation.
In achieving
this fim Governors
now mandate
that they wifi discuss
dm school as a going concern as each finance and general purpose
meeting
and make recommendations
lothe fug board accordingly.
In assessing lhe going concern
assumptions
fim Governors
take into account ag available
informabon
about the future dmt will affect the way in which the
school will be able to maintain
ds level ofincome and ils operabonal
capability
whilst remainkrg
compebbve
against its peers
This includes
but is not limited
to;.Reviewing
the cash flow propcbon ofa rolling 18month
period fiom the date ofthe finance and general
purpose
meeting,
Review of pupil numbers and future fmecasts,
~ Siaffing review to meet pupil numbers,
.Revww ofthe spending
strategy and budget selbng,
-Assess the pandemic
challenges
and future areas ofconcern
that may impact the school's operabonal
abrtay, (finanmagy
and academically),
The Governors
continuafiy
review the school's atxlny to meet ds fimd costs and have penodrcally
formed working
groups such as the pensions
working
Group, to assam and anslyse specific togas such as the Teachers Pension Scheme affordability.
Where pupil numbers
fafi, the Gavemors expect and allow
Ihe headmaster
to make staffing adjustmenis
accordingly.
Throughout
the COVID 19pandemic,
Aldwickbury
have acfively chosen not to recruit 'mto vacant
posts and make
eslructunng
decismns
to maximise
on the potential
savings whilst maintaining
Ihe academic outpuL
Firwgy,
in recognising
the requimment
to make smarter spending
derxsions,
the Governors
have allowed management
decismns
that ofier greater fiexibilily
in the financial
immmdments
the school
makes
The has been demonstrated
in the decision to bnng catering back isvhouseL
which has ensured
that the school isable to meet the pace ofthe
catering restnclmns
in mopening
the school.
In the view ofthe Governors,
no assumpt'mns
concerning
the future or esbmation
uncertainty
aliecting assets or lmbilities at the balance sheet date are likely
to result in a material
adjustment
to their canying amounts
in the next financial
year, nar mg aeffect the school's ability to meet its ongoing obligations
forthe
following 12months fram the date these accounts have been signed.
The fogowing
accounting
policws
have been applied
consistendy
in dealing
wnh
ferns
which are considered
matenal
in relafion to the School's finanmal
statements
IM COMPANY LIMITED BYGUARANTEE
The School isa Public Benefit Enbiy registered as a charity
in England
and Wales (charit nmnber 311059)and a company
limned
by guarantee
(company
number. 950339).
1.3 FIXEDASSETS
Depreciation
Depredalion
is provkled
on ag tangible
fixed assets, other than freehokl
land, at rates calculated to write off the costs tees estimated
residual
value of each
asseL by equal annual
inslalmenls,
over dmir expecled useful
Iwee which are considenxl to be.
Assets cosbng h excess ofEi 000are capdalwed.
Freehold
buiklings
and
Furniture,
fixtures and equipment
Computer
equipment
Finance Coals
Finance Costs incurred
whmh are diredly atbibulable
tothe construclmn
of fixed assets are capilalised
over fire period ofconslructmn
and depreciated
in the
Statement of Frnanctal
Activities over the useful liN ofdm asset.

f4 VALUE ADDED TAX
Value added lax is not recovwable
and isthersfme
induded fffie expenses towhich itrefftes.
1.5 DONATIONS
Oonsbons
received for the general purpcee offfe school are merited to the schoofs general
fund.
Donations
subject le specific wishes ofthe Donors are
carried toamlsvant aeffcted fund.
1.6 INCOMING RESOURCES
Afi incoming
resources are induded
in the Statement of Financial
cfiviTies ISOFA) when
the school is legsfiy enffled to the income and the amount can be
quanliTied
with reasonable accuracy.
school Fees get have been received
prior to fim year end, and which reffte toacdvffes
in subsequent years. are sealed as deferred income m the year of
reoeipt ard are released
in the relevant
pariad thereafiar.
1.7 RESOURCES EXPENDED
Afi expenditure
is accounlsd for on sn acdusls basis and has been dsssified
under headings
that aggregate
afi costs related to the
category.
Whee coals
cannot be dbedly sfftbuled to parlicuffr headings
they have been afiocalsd to adiviTies on a percentage
basis consistent
with use
of the resources.
Casts ofraising funds are gmse aeurred
in seeking vomnlary
conbibutions
and do not indude
me mals ofdffseminating
information
in support ofthe
chadsble acbvffes.
Direct costs rskrm tosffffcasts ard are afiribulabls
to spscilic acfivffes.
Support casts ars those costs incumd in srqqeri of
expenditure
on the objeds offim school. Governance
costs am fitose incurred
in connecfion
with govemirg ofge school ard compliance with mnstilulional
and slabriory requirements.
14 FINANCIAL INSTRUMENTS
Basic financial instruments
are inffspy recognbed at bsnsacbon
value and subsequen5y
measured st amorlised
with the excepfion of i eslments which am
hald at fair vakm.
Fumncial assets hald at amor6sed cost comprise cash at bank and
in
hand, together with bade and other deblxxs. Cash at bank and in
hand is delined as afi cash held in ffslant access bank accounls and used as working capiffl. Fxmncial
liabilibes
held atamor6sed mst comprise afi deditors
except sodal security and other taxes and provisions. Assets and liabiffies
hekl ff foreign cunency are Imnskriad
to GBP at the
balance sheet date at an
approprem
year end exchange aris
1.0 PENSION COSTS
The school contrffutes
to the Teachers'
Pension Scheme on behalf of eligible teaching
stsfr.
The school contributes
lowards a
group personal pension
scheme for the other eligibff employees.
The amount
chmged
to Ihe Statement
of Financial
Acfivilles
for afi schemes
is the conuibutkms
payable
in the
1.10 OPERATING LEASES
Annual
renlals are charged bithe Slalemenl ofFinandal Ac6vities on a sbaight line basis
over the hase tenn.
1.11 FUND ACCOUNTING
Where me school receives funds which srs resbided
ff their usage, they are disdosed
as webldad funds. The school also earmarks
afi funds
for set
purposes
and these are dassed as designated
funds.
1.13 CHARITABLE STATUS
The Company is regislmsd
as a chmily, mgisbs6on
number 311059,and in consequence
is exempt fnim taxation on bxeme arisin fium and expended on
ils charitable
activities.
1.13 ACCOUNTING
ESTIMATES AND JUDGEMENTS
In me application
ofthe accounting
policies, Govemms are required lo make judgemenl,
estimates,
and
assump6ons
about the canying
value ofassets and
liabfffies that are not readily apparent
fram other sources.
The estimates and undsrlp'ng
assmnpffms are based an historical experience and other fedora
that are considmed to be ndevant.
Actual resufis may dilfer fram these estimates.
The esbmates
and underlying
assumplkxe
are reviewed on an an-going basis. Revisions
to accounfing ssfimatss are recognised in the period ff which the
estimate is revised
iythe revision affects only that period, or in the period ofthe revision snd future periods ifthe
revision affected cunsnt snd future penods.
Crigcsl judgments
Useful economic fives
The annual
depreciation
chmge for properly,
pffnt and equipment
is sensifive to changes
in the estimated
useful economic lives
and residual values ofthe
assets. The useful econondc fives and residual
values are messessed
annually.
They are amended
when necessary to mfiect aarent esfimstes,
based on
technoloy'est
advancement,
folds investments,
economic ufilisa5on
and the physical
condifion of ihe
assets. Sse note 13for the carrying
amount
af0»
pmferiy,
plant and equipment
and note 1.3forthe useful economic lives foreach cbes of
asset.

2 FEEINCOME
The Schad's achvi6es are camel aut within the UIC
Tne schooth fes income cnartsed
Grass fees QJI6&094 5,696,710
Lesu DlscoUrus
Less: COVID 19discounts
(12&113) (153,047)
(108,747)
5,740,961 5434916
3 OTHER EDUCATIONAL INCOME
2021
5
Exlr8 cuntccerr lessons &wrap8fourld
RegutraQCC fees
Sundry fees
cere 553,995
10,161
2r&402
8,464
21,059
5 OTHER TRADING INCOME
2021
5
Rent and lenngs
6 INVESTMENT INCOEIE
2021
5
7 DONATIONS
AND GRANTS
2021
5
Dona5ons and gills
Furlough
Income
3,724
34,179
37,903

(a) costs ofRasing Funds costs ofRasing Funds Stallcosts Total
(me. 9) Other Cemedalion 2022
2 2 r.
Felanclllg costs
Total Caser ofRarsrrrg Funds
Chsrbsbls
expalldhlrre
Sisscosts Total
(nob 9) 2022
5 2
T88chrrl9 3,005,810 317,048 BA22,858
Welfare 169,392 490J25
r remses and Estates 197,200 539,401 391,428 1,128,027
Ad
nislraaon
512.096 453.S15 965,911
Governance 27 155 27155
Total Charitable Expendibrre 4,035,939 1,506,811 391,426 ~9~176
4.035.939 1.540.963 391426 5,968.328
Costs afRaising Funds Stall costs Total
(note 9) 2021
5 F.
Fmancing costs 18,553 18,593
Total Costs ofRslslrl9 Fmlds IBASS
Chmrlablo
tolpehdlturs
Slalfcosts Total
(note 9)f 2021
2
T88chlng 3,091,379 141,013 3,232,392
Welfare 291,745 97,257 389,002
Premises and Escdes 212,790 453,926 1,109,074
Adminislrason 490,903 847,339
Governance 32190 32190
Total Chsnlsble Exp8ndlbrr8 4,086,817 1,080,822 442,358 5,609,997
Tend Expended 4M6,817 1,099415 5628.590

8 EXPENDITURE
(b) Other Governance
Cevns indudel
2022
6
2021
E
.AUdlbss
ImlelneiaboA
tgvelg 17,760
-Other AUdduoi
IUIAUAereboA
sdhs 9,125
Legal and Professiomd Fees
2021
(e) Adminishadon
Cods
E
Salaries 441,0NI 411,980
National
Inmsanoe
38,237 40,215
Pension Costs 32,231 38,706
Sbd Training
Other Staff Reeried Costs
14,1TS
0Jes
11,931
6,977
SUbSCep5ons
Slalfbevel
10,059
10rset
11,503
8,754
Opmalmg Leases
ITsuppmt
Postage and sleooerr
Telephones
lvhrke$IG snd adverrising
Mlsce5aneous - Adminisbabon
21,140
60.716
30~8
18206
91@44
14,902
12,024
26,733
15,592
87,015
12,911
Legal snd Professional Fees
Other Ad
islrslion Costs
42.067
122270
41,800
9 STAFFCOSTS
Wages aml satwhs
Sodsl security costs
Othel' pension costs
3,194,055
208,6$5
3234,066
304.756
547,095
an~
Induded h the above costs are a sel5ement payment for one individual ofE17,263(2020 nil).
The avemgs
monthly
number ofemployees dunng 8w year was as fo0owsi 2(01
No.
71 73
39 39
112
The nwnber ofemployees whese emoluments amounted to
E60,000h the year was asfdhws: 2022 2021
No. No.
E60,000 —E70,000 1
270,001 - 280,000 1
Eso,oot —E00,000
E90,001 —7100,000
7100,001 - 2110,00
E120,001 - 5130.000
E130,001 —2140,000

10 GOVERNORS REMUNERATION
AND BENEFITS
There were no Govemms'
mmunerafion
or other beneMs for the year ended 31July 2022 nor forlhe year ended 31 July 2021.
Travel and trainhg expenses ofF228 (2021iEl34)for 11governors
were paid by the chanly during the year.
Ksy management
pmsonnel
indude gm Govenors snd the semor~which are made up ofths Headmasmr,
Bursary and four addNonal
members of
the Senior Management
Team. The toml pay and beneBs received
by key management
pemonnel
were 2536,883(2021:f593,642 )
11 PENSIONS
The school participates
in the Teachers' Pension scheme (ihe TPs'j for ils teaching stall. The pension charge for the year indudes conlruufins
payable to
the TPSotE480747(2021if472489)and stthe year end 258517(2021:254521)was acaued
in respect of~to this scheme.
The TPSis an unl'unded
mulfiemployer
defined
benefris pension scheme governed
by The Teachers' Pensions
Regulations 2010(ssamended)
and The
Teachers' Pension Scheme Regula6ons 2014(asamended).
Members contribute
on a pay as you go' basis with conribubons
from members
and the
employer being credited to the Exchequer. Relimment
and other pension
beneMs are paid by public funds movided
by PsrliamenL
The employer conbibu6on
rate isset by the Secretary iri Stale foaowing scheme valuations
undertaken
by the Government
Acluary's
OeparlmenL
The
most
recent actuaria valuabon
ofthe TPSwas pwqmmd
as at 31March 2016and the Va4afion Report, which was published
in March 2019,conlinned
fimt
the
employer conlribu6on
rate for the TPSwould inmease from 16.4%to23.6%born I September 2019.Employers are aho requinxl to psy a scheme
sdminisba6on
levy ofO.IM% giving a total employm consibugon
rale of23.68%.
The 31 March 2016Valuation
Report was prepared
in acconlance with me benefit set oui in the scheme mgulatiorw
and under the approach specified
in
Ihe Oirec6ons. as they applied at5March 2019. However, the assumpfions
were considered
and set by the Oeparlment
for Educsdon
prior tofim ruling
in
the 'McCmudlSargeant
case'. This case has mquired
the courts to consider cases regarding
the implemernation
ofthe 2015mforms to Public Service
Psnwons
induding
me Teachers' Pensions.
On 27June 2019me Supreme Court denied fim grwemment
permission to appeal the Court of Appeal's judgment mat transifional
pnnrisions
inlnxlucsd
to
the mformed
pension schemes
in 2015gave n'se to unmwful
age discrknination.
The government
isrespecdng
the Courl's decision and has said it will
engage kmy with the Employment
Tribunal as wall as empeyer
and member represenlafives
toagree how the d'
iminslions
wB be remedied. The
government
announced
on 4 February 2021 that it intends to proceed with a damned
choice underpin
under which members
will be able tochoose either
legacy or m4rmed
scheme benefit in respect oftheir service during the period bebveen I April 2015and 3194rch 2022 st Ihe point they become payable.
The Tps is subject toscostcap mechanism
which was mrt in pmce to molect taxpayers against unforeseen
changes
in scheme costs. The chief secretary
to the Treasunri
having 42018announced
that there would bea review ofthis costcap mechanism,
in January 2019announced
a pause tothe cast cap
mechanism
fafiowing Ihe Court ofAppeal's
ruling
in the McCloud/Sergeant
case snd unlit there is certainly about me value ofpensions to employees
from
April 2015onwarda
The pause was lified in July 2020, and aconsufiation
was launched
on 24June on proposed changes tome cost rxxriml mechanism
foaowing areview by the Giwmnment
Actuary. The mnsullation
dosed to response on 19August 2021 and file Government
iscunsnay
analysing
the
responses.
In view ofthe above rulings and decisions fim assumpbons
used in the 31 March 2016Actuaria Va4a6on may become inappropriate.
In firts scsnmlo,
a
valuation
prepmad
in acccxdance with revised benelits and suitably revised assumpfions
woukl yiekl dil4rsnt resufis than those contained
in am Actuarial
Va4afion.
Unbl the consufialion
and the cost csp mechanism
review are completed
itisnot possmle locondude on any financial
impact orfubaa changes ki the
conlnbulion
rates ofthe TPS.Accordingly
no prorrision for any addiTional past benefit pensirm costs is induded
in these financial slalamsnls.
The School parfidpams
in a Slandard U4 Group Personal
Pension Scheme for ils ellgib4 nonteaching
slalf. The pension chang for gm year includes
contribu6ons
payable Io Smndard
Lrie of571,542 (2021:274,606) and at the year-end
Enfi (2021 —Enil) was accrued
in respect of contribution
lo this
scheirie.
12 NET INCOME FOR THE YEAR
2022 2021
E
Net mourne isslated after chergirig:
Oepnxristion
oftangele fixed assets
391,426
442~6
Operafing lease mnbrts —other
21,148
12,024

13 TANGIBLE FIXED ASSETS
Pmnt Fixtures
Freehold Assets under it 3 tvtolor
Propeny
5
Constructmn
6
Euulpnwru Fltllngs
6
Vehicles
2
Tobrl
8
Cost
At 1August 2021
Addi6ons
Disposals
10,932,670 695,065
3,252,644
101,768
(1,032)
1,781,914
152,671
(67,597)
13,5652tgg
3Jt05415
(68,629)
Transfer
At 31July 2022 10,932,670 3,947,709 100,736 1,866,988
Depnxfadorx
At 1 August 2021
Chmge for @mr
Disposals
2,633,329
218.122
75,258
10,597
(1,032)
1,558,552
160,669
(67,597)
50,367
2,037
EST,566
381,425
(gtL629)
Transfm
At31July 2022 2851,451 84,823 1,651,624
Net book value:
At 31Jrdy 2022
8,081,219 3,947.709 15,913 215,364 2,037 ~42 6L242
8.299 341 26510
14DEBTOR6 2021
6
Fees snd exiles 117,932 104,828
O8wr debtms
Prepaymerds
and accrued income
114,942 132A56
15CREDITORS
Amounts
fabng due within one year
2021
6
Lusus
Trade crermtss
Taxa5on and social security costs
Fees in advance and fee deposits
Odmr~mss
Aocruals
2,124.806
446.092
TS,163
384,716
882185
852A49
156,765
42,918
115.399
354.759
56,447
607,619
Bnmght fenrrards
Released
in year
Received
in year
M4,759
(354,7S9)
384,716
(321,843)
354.759
Cameo forwards

2021
f.
Amounts
falling due afier mme than one year.
Bank and other loan 249,857 460,637
School fee deposits 317,625
2022 2021
6 K
Movement on kmns
In one year orless 2,124,606 156,768
Between one arid bvo 'putts 210,780
Between hvo and five years 249,857 249.857
2374,463 617,405

STATESIENT OF FUNDS
TranSfBI
At 1August Between At 31 July 2022
2021 Erpendrture
f.
Fundsf (losses)f
Unrestncted
funds:
General reserve
9,297,766 6,332742 (5.968,328) 9,662,180
Total funds 9,297,766 6,332242 (5,968,328) 0,082,180
TraAsfBr
At 1Aeeust Between Gainsl At 31 July 2021
2020 Furxls
E
(losses) f
Unresbioled
funds.
General reserve
9,029.579 5,896,779 (5,628,590) 9,297,768
Total designated
Total funds 9,029,579 5,896,779 (5,628,590) 9207,70$
AIUILYSIS OF NET ASSETS SETBBEENFUNDS
UAIBsblsled 2022
fuAds Tobll
E 6
Tangsrle feed assets
Cmrenl assets
12262,242
1,942,316
12g82PB2
1,94A3(6
Current liabiNes
Long tenn BabiTees
(3,952,771)
(589,607)
(3PSR,TTS)
(580,607)
Total rmt meals
Unwmeided 2021
funds Total
8 E
Tsngbbsr r sd asset
Cunlult assets
Cmrent sabrTi6es
9,248,355
2,161,585
(1,333,910)
9A40,355
2,1st.sgs
(1~910)
Longtennliabe6es P78,262) P7IL262)

CONNITNENTS
UNDER OP
ERATING LEA SES
At31July 2022,the company had outstanding commitmenls for future miniman tasse payments
under
nonvwncsfiable operafing leases, which fall due as
folkmsi
II 2022 2021 2021
Phnt & Ogice Pmnt a ONce
Nechlaery egorpnlsllt Nechlnery eglepuvnlt
Due within one year 21,427 26,901
Due between two and five years 16,755 21,427
Due afier more man five years 30,736 47,502

2022 2021
ReconciTiabon ofopwabng result to net cash infiow from 6
opmabng
ecbvlbss
Het movement
in funds
30IL414 268,189
Depredalian 391,428 442.360
6ank interest received (2.280) (507)
IIII!88stPeyebl8 34.162 18,593
PmW(Loss) an sale ofFixed Assets
Inaeassr(Decrease) in aedilas (215,043) (215,643)
(lnCisaS8)ID8CiseS8 ill deblol8 89.268