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2021-03-31-accounts

THE BRITISH SCHOOL AT ROME FINANCIAL STATEMENTS AS AT 31 MARCH 2021 Table of Contents THE TRUSTEES. REPORT..........................,.......,..... ....................,......................,.....................................,........ Fintsncè und Personnel Subcommittee.. Foculty of the Fine Arts.............,...................,....,.........,. F(TcuIty of Archagology, History and L•tt•rs,.. .....................-.,.-................................,.....................,............. Auditors.......,....... Piofessional Advisers.......-............. Investment Monoger5,.. ......................,.........-...........,....... Bankers .. . Achi•vements. Performonce ond Futur8 Plans............-..,..,..... Donated Goods. Facilities ond Services Including Volunteer5.........-..-..,... Financial Revlew......,....... .10 British Academy Gronts...................-......................,.........,................................-.,..............................,........,. Inveslments and Cash Resources.....................................,..........,...........,... Going Concern ond ReseNeB PDIicy........,....,.......,......,..,....,......,.......... ......................-......,.... .................. Fundraising . THE STATEMENT OF TRUSTEES, RESPONSIBILITIES.....................,...................,............ INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF THE BRITISH SCHOOL AT ROME................ ... STATEMENT OF FINANCIAL ACTivrriES.........................,...,.... ......................................,............,......... ...... BALANCE SHEET.......,..........,.......,....,.......,....,............................................ STATEMENT OF CASH FLOWS..................................,........,...........................................,............,...,... NOTES TO THE FINANCIAL STATEMENTS..,.......,.....,... .. . .... .........................,........................................... ACCOUNTING POLICIES...............................,....,...........,...,...,..............................,......................... 2. JUDGMENTS IN APPLYING ACCOUNTING POLICIES AND KEY SOURCES OF ESTIMATION UNCERTAINTY..............................................,.........,.....................................,..,......................................... DONATIONS AND LEGACIES......... .. 21 ,34 CHARITABLE INCOME........,.......,....,.......,....,...,.....,.....................................-..-............. INVESTMENT INCOME.... CHARITABLE ACTIVITIES...............-.,................,.....,...... CHARITABLE ACTWITIES_ RESTRICTEL) EXPENDITURE........,............,...,.......,. SUPPORT COSTS.. .36 GOVERNANCE... ....... .......................................... .............................,...............................................36 10. GRANTSAND SCHOLARSHIPS.................,..........................,.............................,.......,....,.......,.....,... 37

11. TRUSTEES AND EMPLOYEES. ""37
12. FIXED ASSETS. 39
13. INVESTMENTS .. , .40
14. DEBTORS..
15. CREDITORS: AMOUNTS
FALLING
DUE WITHIN ONE YEAR.
16. PROVISIONS FOR POST EMPLOYMENT BENEFITS. .. ..42
17. COMMITMENTS.
.
18. RESTRICTED FUNDS . 45
19. UNRESTRICTED FUNDS... .. .46
20. NET INCOME TO NET CASH-FLOW 47
21. ANALYSIS OF CASH AND CASH EQUIVALENTS .. 47
22. FINANCIAL
INSTRUMENTS.
"47
23. ANALYSIS OF NET ASSETS BETWEEN FUNDS.. ....48
24. CONTROLLING
PARTY
.48
25. RELATED PARTY TRANSACTIONS. .48
26. PRIOR YEAR COMPARATIVES. 49

TATEMENT OF FINANCIAL ACTIVI TIES
UNRESTRICTED RESTRICTED 2021TOTAL 2020 TOTAL NOTES TO
FUNDS FUNDS FUNDS FUNDS THE
(NOTE 26) ACCOUNTS
E,OOO E,OOO E,OOO E,OOO
INCOME FROM
DONATIONS
AND LEGACIES
DONATIONS
AND VOLUNTARY
193 51
INCOME
LEGACIES 230
BRITISH ACADEMY GRANT 1,165 1,165 1,101
OTHER GRANTS 14 14 78
CHARITABLE ACTIVITIES
EXCHANGE
RATE GAINS
13 13
CHARITABLE ACTIVITIES 53 53 335
INVESTMENTS 41 93
TOTAL INCOME 314 1,219 1,533 2,371
EXPENDITURE
RAISING FUNDS 66 103
EXCHANGE
RATE LOSSES
12
CHARITABLE ACTMTIES 561 1,250 '1,811 2,014 6—9
CHARITABLE ACTIVITIES EXCEPTIONAL 541 541 173
TOTAL EXPENDITURE 1,168 1,250 2,418 2,302
OPERATIONAL
SURPLUS/(DEFICIT)
(854) (31) (885)
NET INVESTMENT GAINS / (LOSSES) 449 27 476 (358)
NET MOVEMENT IN FUNDS (405) (4) (409) (289) 18-19
RECONCILIATION
OF FUNDS
TOTAL FUNDS BROUGHT FORWARD 3,028 451 3,479 3,768
TOTAL FUNDS CARRIED FORWARD 2,623 3,070 3,479

BALANCE SHEET
UNRESTRICTED RESTRICTED 2021 TOTAL 2020 TOTAL NOTES TO
FUNDS FUNDS FUNDS FUNDS THE
f,000 f,000 f,000 f,000 ACCOUNTS
FIXED ASSETS
TANGIBLE ASSETS 73 73 91 12
HERII'AGE ASSETS 567 567 567 12
INVESTMENTS 2,876 397 3,273 2,968 13
TOTAL FIXED ASSETS 3,516 397 3,913 3,626
CURRENT ASSETS
DEBTORS 39 39 182 14
CASH AT BANK AND IN HAND 208 50 258 761 21
TOTAL CURRENT ASSETS 247 50 297 943
LIABILITIES
CREDITORS. AMOUNTS FALLING
DUE WITHIN ONE YEAR 628 628 583 15
NET CURRENT ASSETS/UABIUlTES (381) 50 (331) 360
TOTAL ASSETS LESSCURRENT
LIABILITIES 3,135 3,582 3,986
PROVISION FOR LIABILITIES 512 512 507 16
TOTAL NET ASSETS 2,623 447 3,070 3,479
THE FUNDS OF THE BSR
RESTRICTED INCOME FUNDS 447 451 18
UNRESTRICTED FUNDS 2,623 2,623 3,028 19
TOTAL CHARITY FUNDS 2,623 3,070 3,479

STATEMENT OF CASH STATEMENT OF CASH STATEMENT OF CASH FLOWS FLOWS
2021TOTAL 2020 TOTAL NOTES TO THE
FUNDS FUNDS ACCOUNTS
f,000 f,000
Cash flows from operating actlvkles:
Net cash provided by (used ln) operating activities (720) (I8) 20
Cash flows from Investing actMtles:
Income from Investments 44 93
Proceeds from sale of Investments 1,470 443 13
Purchase of Investments (1,229) (667) 13
Net cash provided by (used In) Investing actlvlttes: (131)
Change
In cash and cash
equivalents In the reporting period (435) (149)
Cash and cash equivalents at the beginning of the reporting period 979 21
Change
in cash and cash equivalents
due to exchange rate movemenis
Cash and cash equivalents at the end rd the reporting period 837 21
ANALYSIS OF CHANGES
IN
NET CASH
AT fa APRIL NET CASH AT 31a MARCH
2020 FLOW 2021
E,000 E,000 f,000
Cash:
Bank balances 761 (503) 258
Cash In Investment accounts 76 70 146
Totalcash (433) 404

Unrestricted Restricted Tota I Total
funds funds 2021 2020
f'000 f'000 f'000 f'000
Donations and voluntary income 89 51 140 181
Legacies 230
BA Grant 1,165 1,165 1,101
Grants 14 14 78
Scholarship sponsorship 'I04 104 353
207 1,216 1,423 1,943

ome from charitabl e
activities:
Total Total
2021 2020
f'000 f'000
Residence income 7 200
Course fees 9 65
Other charitable activities 37 70
53 335
VESTMEN T INCOME
2021 2020
f'000 f'000
Dividends —UK equities 44 93
Interest on cash deposits
44 93

penditure
on charitable
a
ctivities
is made up
as follows:
Direct Support Total Total
expenses costs 2021 2020
f'000 f'000 f'000 f'000
Research and Residential Programmes 654 755 1,409 1,640
Library 255 62 317 331
Publications 22 63 85 43
931 880 1,811 2,014

2021 2020
f'000 f'000
British Academy main grant 994 930
British Academy BDFgrant 172 171
P. Smith 36 77
Rometrans 38 2
Fellowships and scholarships 10 9
Other 12
1,250 1,201

2021 2020
f'000 f'000
Support staff salaries and related staff costs 383 367
Building maintenance and utilities costs 206 196
IT and equipment maintenance 100 52
Depreciation 18 12
Consultants' fees 56 29
Other 117 118
880 774

2021 2020
f'000 f'000
Support staff salaries and related staff costs 218
Consultants' fees 10
Other —including legal costs 235
Building 78 173
541 173

All governance expenditure relates to unrestricted relates to unrestricted funds and is Included In support costs above.
2021 2020
f'000 f'000
Salaries and related costs 11 8
Auditors' remuneration 16 17
Annual Review 4 4
Council and committee meetings 51 8
82 37

iduals.
There were no grants payable t
o institutions
(2020. none).
2021 2020
Grants paid: No. E'000 No. E'000
Research I 28 5 23
Scholarships 17 55 41 74
18 83 46 97

2021 2020
Aggregate
staff costs comprise.
E'000 f'000
Wages and salaries 668 701
Taxes, social security and related costs 320 347
Pensions (note 16) 28 25
Staff deferred
pay (note 16)
44 36
1,060 1,109
e number o f employees
earning
more than f60,000
is as follows:
2021 2020
No. No.
f60,001 to f70,000 1
f70,001 to f80,000
f110,001 to f120,000

The average number number of employees analysed by function was as follows'.
2021 2020
No. No.
Research and residential 17 20
Publications 1 1
Library 5 5
Support 5 3
Development 1
Management and administration of the charity 1
29 31
Other benefits:

2021 2020
f'000 f'000
Quoted investments 3,127 2,892
Cash on deposit 146 76
3,273 2,968
Historical cost at 31 March:
Quoted investments 2,959 2,778
The quoted
investments
comprise:
2021 2020
f'000 f'000
UK equities 390 808
International equities 1,911 1,053
UK bonds 379 239
Global bonds 36
Portfolio funds 74 191
Property
funds
313
Other 373 252
3,127 2,892

The movement
on quoted
investments comprises:
2021 2020
f'000 f'000
Market value at
1 April
2,892 3,025
Additions
at cost
1,229 667
Disposal proceeds (1,470) (443)
Foreign exchange gains (losses)
Realised gains (losses) 218 (6)
Unrealised
gains (losses)
258 (351)
Market value at 31 March 3,127 2,892
Movements
on Cosh Held
2021 2020
f'000 f'000
Cash held at
1 April
76 223
Sales 1,470 443
Dividends
and interest
44 93
Disbursements
for purchases
(1,229) (667)
Withdrawals (200)
Fees and charges (15) (16)
Balance at 31 March 146 76
14. DEBTORS
2021 2020
f'000 f'000
Charitable
activities debtors
16 55
Prepayments 11 12
Accrued
income
12 115
39 182

2021 2020
f'000 f'000
Provision for staff deferred pay 466 471
Provision for USS deficit 46 36
512 507
he movem ents
in t
he staff deferred
pay provision
for the y
ear are as follows:
202'I 2020
f'000 f'000
Balance at 1 April 471 418
Increase in provision for the year 44 36
Provision released (29) 0
Exchange (gain)/ loss (20) 17
Balance at 31 March 466 471
The movement
in the liability during
The movement
in the liability during
the year was as follows:
2021 2020
f'000 f'000
Balance at 1 April 36 35
Increase / (decrease) in provision for the year 10 1
Balance at 31 March 46 36
Pension increases (CPI) increases (CPI) Term dependent
rates
in line with the difference
between
the
Term dependent
rates
in line with the difference
between
the
Fixed Interest and Index Linked yield curves, less 1.3% p.a.
Discount rate (forward rates) Years 1-10:CPI —0.14% reducing linearly to CPI —0.73%
Years 11-20:CPI + 2.52% reducing linearly to CPI + 1.55% by
year 21
Years 21+:CPI+1.55%

current
life expectancies
on retirement
at age
65 are:
2021 2020
Males currently
aged 65 (years)
24.6 24.4
Females currently
aged 65 (years)
26.1 25.9
Males currently
aged 45 (years)
26.6 26.3
Females currently
aged 45 (years)
27.9 27.7
2021 2020
Discount rate 2 00% 2 59%
Pension increases (CPI) 3.00% 4.20%

General Library Designated Total Total
funds fund funds 2021 2020
f'000 E'000 K'000 E'000 E'000
At 1 April 745 567 1,716 3,028 3,534
Net resources in / (out) (828) (26) (854) (180)
Gross transfers between funds 767 (767) 14
(Losses)/gains on investments 291 158 449 (340)
At 31March 975 567 1,081 2,623 3,028

Reconciliation o f net incom e /(expend i ture)
to ne
t cash-fl o w from operating activities
2021 2020
E'000 E'000
Net income/(expenditure) for the reporting period (as per the
statement of financial activities) (409) (289)
Adjustments for:
Depreciation charges 18 12
Foreign exchange difference on banks accounts (2) (7)
(Gains) / losses on investments (476) 357
Dividends, interest
and rents from
investments (44) (93)
(Additions) to fixed assets (84)
Decrease / (increase) in debtors 143 (72)
(Decrease) / increase in creditors 45 104
Increase/(decrease) in provisions 5 54
Net cash provided by (used ln) operating
actlvltles
(720) (18)
21. ANALYSIS OF CASH AND CASH EQUIVALENTS
2021 2020
E'000 E'000
Cash in hand
Notice deposits (less than three months) 258 761
Cash In Investment accounts 146 76
Total cash and cash equivalents 404 837
22. FINANCIAL
INSTRUMENTS
2021 2020
E'000 E'000
Financial assets
Financial assets measured at fair value through the SoFA 3,127 2,892

Unrestricted Restricted Total
funds funds funds
f'000 E'000 E'000
Fund balances at 31 March 2021 are represented by.
'
Tangible and heritage fixed assets 640 640
Investments 2,876 397 3,273
Cash 208 50 258
Other current assets 39 39
Current liabilities (628) (628)
Long-term liabilities (512) (512)
Total net assets 2,623 447 3,070

UNRESTRICTED RESTRICTED 2020 TOTAL
FUNDS FUNDS FUNDS
f,000 f,000 f,000
INCOME FROM
DONATIONS AND LEGACIES
DONATIONS
AND VOLUNTARY
478 56
INCOME
LEGACIES 230 230
BRITISH ACADEMY GRANT 1,101 1,101
OTHER GRANTS 20 58 78
CHARITABLE ACTIVITIES
EXCHANGE
RATE GAINS
CHARITABLE ACTIVITIES 335 335
INVESTMENTS 88 93
TOTAL INCOME 921 1,450 2,371
EXPENDITURE
RAISING FUNDS 103 103
EXCHANGE
RATE LOSSES
12 12
CHARII'ABLE ACTIVITIES 813 1,201 2,014
CHARITABLE ACTIVITIES EXCEPTIONAL 173 173
TOTAL EXPENDITURE 1,101 '1,201 2,302
NET GAINS/(LOSSES)
ON
INVESTMENTS (340) 08) (358)
NET INCOME/(EXPENDITURE) (520) 231 (289)
TRANSFERS BElWEEN FUNDS 14 (14)
NET MOVEMENT
IN FUNDS
(506) 217 (289)
RECONCILIATION
OF FUNDS
TOTAL FUNDS BROUGHT FORWARD 3,534 234 3,768
TOTAL FUNDS CARRIED FORWARD 3,028 451 3,479

General Library Designated Total Total
funds fund funds 2020 2019
f'000 f'000 f'000 f'000 f'000
At
1 April
1,190 567 1,777 3,534 3,748
Net incoming/ (outgoing) (175) (5) (180) (280)
resources
Gross transfers between funds (32) 46 14 (8)
(Losses)/gains on investments (238) (102) (340) 74
At 31March 745 567 1,716 3,028 3,534
RICTED FUNDS 2O20
Fund At 1 April Total Total Gains on Transfers At 31
Incoming resources investmen March
resources expended ts
f'000 f'000 f'000 f'000 f'000 f'000
P. Smith 45 37 (77) 5
Cary 89 3 P) (10) 75
Shortland-Jones 230 230
Marshall 13 13
Rometrans 44 (2) 42
British Academy 1,101 (1,101)
RoMP 14 (14)
Brunswick 5 (2) 3
Walker 17 17
Webb 58 (8) 52
Other 7 19 (12) 14
Tota I2020 234 1,450 (1,201) (18) (14) 451

Unrestricted Restricted Total
funds funds funds
f'000 f'000 f'000
Fund balances at 31 March 2020 are represented by:
Tangible and heritage fixed assets 658 658
Investments 2,841 127 2,968
Cash 495 266 761
Other current assets 124 58 182
Current
liabilities
(583) (583)
Long-term
liabilities
(507) (507)
Total net assets 3,028 451 3,479