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2023-08-31-accounts

Page
Reference and Administrative Details ofthe Charity, its Trustee and Advisers 1-2
Report ofthe Trustee 3-20
Independent Auditors'
Report
on the Financial Statements 21 - 24
Consolidated Statement of Financial Activities 25
Consolidated Balance Sheet 26-27
Charity Balance Sheet 28-29
Consolidated Statement ofCash Flows 30
Notes to the Financial Statements 31 - 60

Senior Leadership Senior Leadership Team The Head, the Bursar and: and:
Mrs. N A Fairweather BA - Principal Deputy Head
Dr R Clark BSc,PhD - Deputy Head (Co-Curriculum)
Dr D N Farr BA, PhD, FRHS- Deputy Head (Director of Studies)
J K Ingham
BA - Master
ofthe Lower School
Mrs. N J Hill BSc - Assistant Head (Admissions, Marketing & Partnerships)
P A Todd BA - Assistant Head (Teaching and Learning) (resigned 31 Dec2022)
A Rowlandson
BA - Assistant
Head (Staff Development)
Independent auditors Larking Gowen LLP
Chartered
Accountants
1st Floor, Prospect House
Rouen Road
Norwich
NR1 1RE
Bankers Barclays Bank PLC
3StJames Court
Whitefriars
Norwich
NR3 1RJ
COLA
85Queen Victoria Street
London
EC4V4ET
Solicitors Mills 8 Reeve LLP
1 StJames Court
Whitefriars
Norwich
NR3 1RU
Farrer &Co LLP
66 Lincoln's
Inn Fields
London
WC2A 3LH
Investment advisers Barratt &Cooke Limited
5/6 Opie Street
Norwich
NR1 3DW

Unrestricted Restricted Endowment Total Total
funds funds funds funds funds
2023 2023 2023 2023 2022
Note 6000 6000 f000 f000 f000
Income and
endowments from:
Donations
and
legacies 719 719 483
Charitable
activities
23,930 23,930 21,605
Investments 306 33 339 112
Total income and
endowments 24,236 752 24,988 22,200
Expenditure
on:
Charitable
activities
22,916 568 23,484 21,365
Total expenditure 22,916 568 23,484 21,365
Net losses on
investments (14) (29) (43) (50)
Net movement in
funds before other
recognised
gains/(losses) 1,306 155 1,461 785
Other recognised
gains/(losses):
Actuarial
(losses)/gains
on defined
benefit
pension schemes 17 (99) (99) 353
Net movement in
funds 1,207 155 1,362 1,138
Reconciliation of
funds:
Total funds brought
forward 15,416 2,343 3,273 21,032 19,894
Net movement in funds 1,207 155 1,362 1,138
Total funds carried
forward 20 16,623 2,498 3,273 22,394 21,032

2023 2022
Note f000 f000
Fixed assets
Tangible assets 10 14,719 14,488
Investments 12 1,735 1,766
Investment
property
11 730 730
17,184 16,984
Current assets
Stocks 21 23
Debtors 13 1;146 1,088
Cash at bank and in hand 9,774 8,479,
10,941 9,590
Creditors: amounts falling due within one
year 14 (4,998) (4,620)
Net current assets 5,943 4,970
Total assets less current liabilities 23,127 21,954
Creditors: amounts falling due after more
than one year 15 (733) (922)
Total net assets 22,394 21,032

2023 2022
Note 6000 6000
Charity funds
Endowment funds' 20 3,273 3,273
Restricted funds 20 2,498 2,343
Unrestricted funds 20 16,623 15,416
Total funds 22,394 21,032

2023 2022
Note f000 f000
Fixed assets
Tangible assets 10 14,719 14,488
Investments 12 1,735 1,766
Investment
property
11 730 730
17,184 16,984
Current assets
Stocks 21 23
Debtors 13 1,148 1,088
Cash at bank and in hand 9,774 8,479
10,941 9,590
Creditors: amounts falling due within one
year 14 (4,998) (4,620)
Net current assets 5,943 4,970
Total assets less current liabilities 23,127 21,954
Creditors: amounts falling due after more
than one year 15 (733) (922)
Total net assets 22,394 21,032

2023 2022
Note f000 fOOO
Charity funds
Endowment funds 20 3,273 3,273
Restricted funds 20 2,498 2,343
Unrestricted funds
Designated funds 20 797 598
General funds 20 15,826 14,818
Unrestricted funds excluding pension asset 20 16,623 15,416
Total unrestricted funds 20 16,623 15,416
Total funds 22,394 21,032

CONSOLIDATED STATEMENT OF CASH FLOWS CONSOLIDATED STATEMENT OF CASH FLOWS CONSOLIDATED STATEMENT OF CASH FLOWS
FOR THE YEAR ENDED 31 AUGUST 2023
2023 2022
f000 fOOO
Cash flows from operating activities
Net cash used
in operating
activities 2,551 1,641
Cash flows from investing activities
Proceeds from the sale oftangible assets 13. 7
Payments
to acquire tangible
fixed assets (1,355) (829)
Receipts from sale of investments 297 504
Payments
to acquire investments
(305) (516)
interest received 227 11
Dividends
received
46 47
Rentals received from investment
properties
62 54
Net cash used in investing activities (1,015) (722)
Cash flows from financing activities
Repayments
of long term loans
(144) (156)
Interest paid (55) (18)
Repayments
of hire purchase
finance (42) (35)
Net cash used in financing activities (241) (209)
Change
in cash and cash
equivalents in the year 1,295 710
Cash and cash equivalents at the beginning ofthe year 8,479 7,769
Cash and cash equivalents at the end of the year 9,774 8,479

Donations and legacies
Donations and legacies
Restricted Total
funds funds
2023 2023
f000 8000
719 719
Restricted Total
funds funds
2022 2022
EOOO OOOO
483 483

Unrestricted Total
funds funds
2023 2023
8000 8000
Tuition fees 21,991 21,991
Other educational income 874 874
Other ancillary income 156 156
School meals 909 909
Total 2023 23,930 23,930
Unrestricted Total
funds funds
2022 2022
OOOO 8000
'Tuition fees 20,001 20,001
Other educational income 679 679
Other ancillary income 170 170
School meals 755 755
Total 2022 21,605 21,605

Unrestricted Restricted Total
funds funds funds
2023 2023 2023
6000 f000 6000
Rental income 62 62
Income from investments 13 33 46
Deposit account interest and interest from other debtors 227 227
Pension income 4 4
Total 2023 306 33 . 339
Unrestricted Restricted Total
funds funds funds
2022 2022 2022
EOOO EOOO 5000
Rental income 54 54
income from investments 15 32 47
Deposit account interest and interest from other debtors 11 11
Total2022 80 32 112

Unrestricted Restricted
funds funds Total
2023 2023 2023
6000 f000 6000
Teaching and education 13,505 13,505
Welfare 1,444 1,444
Establishment 3,956 3,956
Support costs 2,307 2,307
Finance costs 86 86
Governance costs 75 75
Prizes, awards, scholarships and financial assistance 1,543 568 2 111
Total2023 22,916 568 23,484
Unrestricted Restricted
funds funds Total
2022 2022 2022
FOOO 6000 OOOO
' Teaching and education 12,077 12,077
Welfare 1,211 1,211
Establishment 3,699 3,699
Support costs 2,184 2,184
Finance costs 69 69
Governance costs (see below) 62 62
Prizes, awards, scholarships and financial assistance 1,450 614 2,064
Total 2022 20,752 614 21,366

Staff costs Depreciation Other costs Total
2023 2023 2023 2023
f000 f000 FOOO f000
Teaching
and
education 10,518 482 2,505 13,505
Welfare 181 1,263 1,444
Establishment 517 619 2,820 3,956
Support costs 992 1,315 2,307
Finance costs 86 86
Governance costs (see below) 75 75
Prizes, awards, scholarships and financial
assistance 2,111 2 111
Total 2023 12,208 1,101 10,175 23,484
Staff costs Depreciation Other costs Total
2022 2022 2022 2022
fOOO f000 fOOO f000
Teaching and education 9,502 494 2;081 12,077
Welfare 135 1,076 1,211
Establishment 438 706 2,555 3,699
Support costs 891 1,293 2,184
Finance costs 69 69
Governance costs (see below) 62 62
Prizes, awards, scholarships and financial
assistance 2,064 2,064
Total 2022 10,966 1,200 - 9,200 21,366

Analysis ofexpenditure on charit able
activities (continued)
2023
f000
2022
f000
Analysis ofgovernance costs
Costs relating to governors 4 3
Trustee and Professional indemnity insurance 18 17
Audit, accountancy
and legal fees
53 42
75 62

Auditors'
remuneration
2023 2022
f000 f000
Fees payable to the Charity's
Charity's
annual accounts
auditor and its associates for the audit ofthe 18 18
Fees payable to the Charity's auditor and its associates in respect of:
Teachers' Pension
audit

Staff costs
Group Group Charity Charity
2023 2022 2023 2022
f000 fOOO f000 fOOO
Wages and salaries 9,670 8,595 9,670 8,595
Social security costs 1,016 920 1,016 920
Pension costs 1,522 1,452 1,522 1,452
12,208 10,967 12,208 10,957

Group Group
2023 2022
No. No.
'Teaching staff 153 152
Support staff 160 142
313 294
Group Group
2023 2022
No. No.

Plant,
Long-term Short-term equipment,
Freehold leasehold leasehold fixtures and
property property property fittings Total
6000 6000 f000 f000 FOOO
Cost or valuation
At 1 September 2022 6,999 5,435 2,207 8,062 22,703
Additions 20 78 122 1,135 1,355
Disposals (33) (33)
At 31 August 2023 7,019 5,513 2,329 9,164 24,025
Depreciation
At 1 September 2022 926 683 1,268 5,338 8,215
Charge for the year 123 77 173 728 1,101
On disposals (10) (10)
At 31 August 2023 1,049 760 1,441 6,056 9,306
Net book value
At 31 August 2023 5,970 4,753 888 3,108 14,719
At 31August 2022 6,073 4,752 939 2,724 14,488

Freehold
investment
property
6000
Valuation
At 1 September 2022 730
At 31 August 2023 730
Charity
Freehold
investment
property
F000
Valuation
At 1 September 2022 730
At 31 August 2023 730

Listed
investments
Group and Charity 6000
Cost or valuation
At 1 September 2022 1,766
Additions 305
Dieposals (297)
Revaluations (39)
At 31 August 2023 1,735
Net book value
At 31 August 2023 1,735
At 31August 2022 1,766
The majority of investments were gifted.

Group Group Charity Charity
2023 2022 2023 , 2022
f000 fOOO f000 fOOO
Due within one year
Trade debtors 232 260 232 260
Other debtors 9 13 9 13
Prepayments and accrued income 905 815 905 815
1,146 1,088 1,146 1,088
Creditors: Amounts falling due within one year
Group Group Charity Charity
2023 2022 2023 2022
f000 fOOO f000 fOOO
Bank loans 194 194 194 194
Fees received in advance 2,970 3,237 2,970 3,237
Trade creditors 1,041 449 1,041 449
Other taxation and social security 254 234 254 234
Obligations
under finance lease and hire
purchase
contracts
43 40 43 40
Other creditors 97 115 97 115
Accruals and deferred income 399 351 399 351
4,998 4,620 4,998 4,620

Group Group Charity Charily
2023 2022 2023 2022
f000 fOOO f000 fOOO
Deferred income at 1 September 2022 3,250 3,155 3,250 3,155
Resources deferred during
the year
3,047 3,250 3,047 3,250
Amounts released from previous periods (3,250) (3,155) (3,250) (3,155)
Deferred income at 31August 2023 3,047 3,250 3,047 3,250

Group Group Charity Charity
2023 2022 2023 2022
6000 f000 6000 8000
Bankloans 679 823 679 823
Net obligations under finance lease and hire
purchase contracts 54 99 54
733 922 733 922

2023 2022
f000 8000
Group and Charity
Within one year 47 48
Between 1-5years 56 103
Less: finance charges allocated to future periods (6) (12)
97 139

At 31August At 31August
2023 2022
0/ 0/
Discount rate 5.1 4.2
Price inflation (CPI) 3.25 3.5
Future increases to pensions deferment 3.25 3.5
Future increases to pensions in payment 3.8 3.8
At 31August At 31August
2023 2022
Years Years
Mortality rates (in years)
-for a male aged 65 now 86.4 87.0
-at 65 for a male aged 45 now 87.6 88.2
-for a female aged 65 now 88.9 89.3
-at 65 for a female aged 45 now 90.3 90.8
The Group 's share ofthe assets
in the scheme w
as:
At31 August At31Augusf
2023 2022
6000 OOOO
Cash and other liquid assets 181 97
Investment funds 587 599
Total fair value ofassets 768 696
The actual return on scheme assets was f46,000 loss (2022 - 820,000gain).
2023 2022
f000 EOOO
Interest income (31) (10)
Interest cost 27 16
Total amount recognised in the Consolidated Statement of Financial
Activities (4) 6

Moveme nts
in th
e presen t value ofthe defined
benefit obliga
tion
were as follows:
2023 2022
f000 fOOO
Opening defined benefit obligation 642 1,021
Interest cost 27 16
Actuarial gains (109) (387)
Benefits paid (8) (8)
Closing defined benefit obligation 552 642
2023 2022
FOOO fOOO
Opening fair value ofscheme assets before asset ceiling adjustment 696 582
Expected return on assets 31 10
Actuarial (losses)/gains (46) 20
Contributions by employer 95 92
Benefits paid (8) (8)
Asset ceiling adjustment (216) (54)
Closing fair valueofschemeassets 552 642

Group Group Charity Charity
2023 2022 2023 2022
f000 fOOO FOOO fOOO
Not later than 1 year 495 483 495 483
Later than 1 year and not later than 5years 1,653 1,013 1,653 1,013
Later than 5years 3,771 256 3,771 255
5,919 1,752 5,919 1,752

Balance at 1 Balance at
September Transfers Gains/ 31 August
2022 Income Expenditure in/out (Losses) 2023
6000 6000 6000 6000 6000 6000
Designated
funds
Development
fund 598 13 (14) 597
Staff
development
fund 200 200
598 13 200 (14) 797
General funds
General Funds-
all funds 14,818 24,223 (22,916) (200) (99) 15,826
Total
Unrestricted
funds 15,416 24,236 (22,916) (113) 16,623
Endowment
funds
Permanent
endowment 3,273 3,273
Restricted
funds
Bursary funds 257 260 (219) 298
Other restricted
funds 888 453 (343) 998
Scholarship
funds 1,198 39 (6) (29) 1,202
2,343 752 (568) (29) 2,498
Total offunds 21 032 24 988 (23484) (142) 22,394

Statement off unds
-prior y
ear
Balance at Balance at
1 September Gainsl 31August
2021 Income Expenditure (Losses) 2022
L'000 9000 BOOO 6000 BOOO
Designated funds
Development
fund
618 (31) 598
General funds
General Funds - all funds 13,542 21,675 (20,752) 353 14,818
Total Unrestricted funds 14,160 21,686 (20,752) 322 15,416
Endowment funds
Permanent endowment 3,273 3,273
Restricted funds
Bursary funds 300 190 (233) 257
Other restricted funds 977 ' 287 (375) 889
Scholarship funds 1,184 38 (6) (19) 1,197
2,461 515 (614) (19) 2,343.
Balance ai Balance at
1 September Gains/ 31August
2021 Income Expenditure (Losses) 2022
6000 8000 BOOO 6000 f000
Total offunds 19,894 22,201 (21,366) 303 21,032

Summary
offun
ds - current year
Balance at 1 Balance at
September Transfers Gains/ 31August
2022 Income Expenditure in/out (Losses) 2023
6000 6000 f000 f000 6000 6000
Designated
funds 598 13 200 (14) 797
General funds 14,818 24,223 (22,916) (200) (99) 15,826
Endowment
funds 3,273 3,273
Restricted funds 2,343 752 (568) (29) 2,498
21,032 24,988 (23,484) (142) 22,394

Balance at Balance at
1 September Gains/ 31August
2021 Income Expenditure (Losses) 2022
6000 6000 OOOO fOOO 6000
Designated funds 618 11 (31) 598
General funds 13,542 21,675 (20,752) 353 14,818
Endowment funds 3,273 3,273
Restricted funds 2,461 515 (614) (19) 2,343
19,894 22,201 (21,366) 303 21,032

Analysis ofnet assets between funds - current year
Unrestricted Restricted Endowment Total
funds funds funds funds
2023 2023 2023 2023
f000 f000 6000 f000
Tangible
fixed assets
12,329 2,390 14,719
Fixed asset investments 444 1,136 155 1,735
Investment property 730 730
Current assets 8,851 1,362 728 10,941
Creditors due within one year (4,998) (4,998)
Creditors due in more than one year (733) (733)
Total 16,623 2,498 3,273 22,394

Group Group
2023 2022
f000 6000
Net income for the year (as per Statement of Financial Activities) 1,461 785
Adjustments
for:
Dividends
received
(46) (47)
Rents received from investment properties (62) (54)
Interest receivable (227) (11)
Interest payable 55 18
Depreciation 1,101 1,197
Losses on investments 43 50
Loss on disposal offixed assets 10 19
Decrease
in stock
2 6
(Increase)/decrease
in
debtors (58) (332)
Increase/(decrease)
in
creditors 371 (3)
Pension scheme non-cash
movements
(99) (4)
Impairment
oftangible
fixed assets 18
Net cash provided
by
operating activities 2,551 1,642
24. Ana1ysis ofcash and cash equivalents
Group Group
2023 2022
FOOO 8000
Cash at bank and in hand 9,774 8,479
Total cash and cash equivalents 9,774 8,479

At 1 Other non- At 31
September cash August
2022 'Cash flows changes 2023
6000 6000 6000 6000
Cash at bank and in hand 8,479 1,295 9,774
Debt due within 1 year (194) (194)
Debt due after 1 year (823) 193 (49) (679)
Hire purchase (139) 48 (6) (97)
7,323 1,536 (55) 8,804
26. Financial instruments
Group Group Charity Charity
2023 2022 2023 2022
f000 E'000 6000 6000
Financial assets
Financial assets measured at fair value
through income and expenditure 1,735 1,766 1,735 1,766