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2022-03-31-accounts

Charity number: 500907

NEWCASTLE MANSION HOUSE TRUST

UNAUDITED

TRUSTEE'S REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2022

NEWCASTLE MANSION HOUSE TRUST

CONTENTS

Page
Reference and Administrative Details of the Charity, its Trustee and Advisers 1
Trustee's Report 2 - 5
Independent Examiner's Report 6
Statement of Financial Activities 7
Balance Sheet 8
Notes to the Financial Statements 9 - 20

NEWCASTLE MANSION HOUSE TRUST

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEE AND ADVISERS FOR THE YEAR ENDED 31 MARCH 2022

Trustee

Newcastle City Council

Charity registered number

500907

Principal office

The Mansion House Fernwood Road Jesmond Newcastle upon Tyne NE2 1TJ

Accountants

Kinnair Associates Limited Chartered Accountants Aston House Redburn Road Newcastle upon Tyne NE5 1NB

Bankers

For administrative convenience the Trust uses the bank account of the City of Newcastle upon Tyne.

Solicitors

C/O L Scott Service Manager Democratic Services City of Newcastle upon Tyne Civic Centre Barras Bridge Newcastle upon Tyne NE99 2BN

Page 1

NEWCASTLE MANSION HOUSE TRUST

TRUSTEE'S REPORT FOR THE YEAR ENDED 31 MARCH 2022

The Trustee presents its annual report together with the financial statements of the Charity for the year from 1 April 2021 to 31 March 2022.

The financial statements have been prepared in accordance with the accounting policies set out in the notes to the financial statements and comply with the charity’s governing document, the Charities Act 2011 and the relevant version of the Statement of Recommended Practice applicable to charities preparing their financial statements in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

Structure, governance and management

Constitution

The principal object of the Trust is to provide a Mansion House for the City of Newcastle upon Tyne. The Mansion House is the official residence of the Lord Mayor of Newcastle upon Tyne.

Methods of appointment or election of Trustee

The management of the Trust is the responsibility of the Trustee who is elected and co-opted under the terms of the Trust deed.

Organisational structure and decision-making policies

Newcastle City Council acquired the Mansion House by an Assent dated 7 December 1953 from the executors of Arthur Sutherland deceased by way of a gift. The purpose of the gift is set out in his Will dated 3 December 1951 which provided that the Council had the opportunity of exercising an option to accept the gift "for the purpose of a Mansion House for the City".

The gift was declared charitable and the property was therefore registered with the Charity Commissioners as a Charity in 1971.

The property is vested in the Council on charitable trust for the purpose of a Mansion House, the Council being the sole Trustee of the Trust. In 1990 the Charity Commissioners made an Administrative Scheme of the Trust.

The City Council is the sole Trustee of the Mansion House and has appointed an Advisory Committee to oversee the use and management of the premises. The Committee comprises three City Councillors, the Lord Mayor and three external advisors. In 2020/21 these were:

  1. Councillor David Cook – Lord Mayor

  2. Councillor Ged Bell - Chair

  3. Councillor Felicity Mendelson - Vice-Chair

  4. Councillor Gerry Keating

  5. Malcolm Lumsden - external advisor

The Newcastle Mansion House Trading Company was incorporated on 23 December 2015 to take over the trading activity of the Trust and trading activities were transfered from 1 April 2021.

Page 2

NEWCASTLE MANSION HOUSE TRUST

TRUSTEE'S REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022

Objectives and activities

Policies and objectives

The Trustee has referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the aims and objectives and in planning future activities.

Reference should be made to Activities for achieving objectives below for further information relating to the Trust's compliance with provision of its public benefit.

Activities undertaken to achieve objectives

The Mansion House represents the official residence of the Lord Mayor and as such is used for a wide range of Civic events, such as Civic lunches and dinners, 'at home' receptions for visiting dignitaries to the City, particularly those linked to the Lord Mayor's themes for their year in office.

The City Council also uses the Mansion House for meetings involving the City Council and its partners.

However, in order to generate additional income and thereby minimise the financial contribution by the City Council as sole Trustee, the House is also used for a wide range of other purposes on the basis that such uses remain subordinate to the Lord Mayor's and the City's requirements. Such uses include civil weddings and private functions. From 1 April 2021 such activities are managed by the trading subsidiary within the context of a business plan as endorsed by the Advisory Committee.

Achievements and performance

Review of activities

From May 2021 the Mansion House re-opened for various events including Charitable Trust events. The grounds maintenance contract has increased to now include tree inspections in the grounds of the Mansion House.

As a result of a fire risk assessment in December 2021 a number of recommendations were made to improve fire safety in the Mansion House. These included improved fire proofing between rooms and floors, new emergency lighting, re-upholstering of furniture with fire resistant materials and improvements to the fire alarm system.

The large drawing room and bar area have been redecorated and a new broadband link has been upgraded to provide improved network access throughout the building.

Future developments

We will review the medium to long term position of the Mansion House and explore opportunities to work with partners.

Page 3

NEWCASTLE MANSION HOUSE TRUST

TRUSTEE'S REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022

Financial review

Going concern

The balance sheet shows negative unrestricted funds of £906,234 at 31 March 2022. After making appropriate enquiries, with an emphasis on the current and future effects of the COVID-19 pandemic, the Trustee has a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. For this reason, the Trustee continues to adopt the going concern basis in preparing the financial statements. Further details regarding the adoption of the going concern basis can be found in the Accounting Policies.

Key financial performance indicators

The Trust incurred expenditure of £132,843 on the provision of a Mansion House for the City of Newcastle upon Tyne. After receipt of rental income, contributions from the City of Newcastle upon Tyne and a donation from the trading subsidiary of £17,721 the Trust has made a deficit for the year of £80,635.

Financial risk management objectives and policies

The Trustee has assessed the major risks to which the charity is exposed, in particular those related to the operations and finances of the charity and is satisfied that systems and procedures are in place to mitigate our exposure to the major risks.

Principal funding

The Trust receives rental income, a donation from the trading subsidiary and contributions towards the upkeep of the Mansion House including from the City of Newcastle upon Tyne which made a contribution of £12,360 (2020/21 : £12,360) in addition to charges for the use as a Mansion House.

Page 4

NEWCASTLE MANSION HOUSE TRUST

TRUSTEE'S REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022

Statement of Trustee's responsibilities

The Trustee is responsible for preparing the Trustee's report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England & Wales requires the Trustee to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the Trustee is required to:

select suitable accounting policies and then apply them consistently;

The Trustee is responsible for keeping proper accounting records that are sufficient to show and explain the charity's transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable him to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and

Reports) Regulations 2008 and the provisions of the trust deed. The Trustee is also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by order of the members of the board of Trustee on 31 January 2023 and signed on their behalf by:

Mark Nicholson On behalf of Newcastle City Council as Trustee of the Newcastle Mansion House Trust

(Chair of Trustees)

Page 5

NEWCASTLE MANSION HOUSE TRUST

INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 31 MARCH 2022

Independent Examiner's Report to the Trustee of Newcastle Mansion House Trust ('the Charity')

We report to the charity Trustee on our examination of the accounts of the Charity for the year ended 31 March 2022.

Responsibilities and Basis of Report

As the Trustee of the Charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the 2011 Act').

We report in respect of our examination of the Charity's accounts carried out under section 145 of the 2011 Act and in carrying out our examination we have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent Examiner's Statement

Your attention is to drawn to the fact that the charity has prepared the financial statements in accordance with the relevant version of the Statement of Recommended Practice applicable to charities preparing their financial statements in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102). This is in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has been withdrawn.

We understand that this has been done in order for the financial statements to provide a true and fair view in accordance with UK Generally Accepted Accounting Practice for reporting periods beginning on or after 1 January 2019.

We have completed our examination. We confirm that no matters have come to our attention in connection with the examination giving us cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Charity as required by section 130 of the 2011 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair' view which is not a matter considered as part of an independent examination.

We have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

This report is made solely to the Charity's Trustee, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. Our work has been undertaken so that we might state to the Charity's Trustee those matters we are required to state to them in an Independent Examiner's Report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Charity and the Charity's Trustee as a body, for our work or for this report.

Signed: Dated: 31 January 2023 Detlev Anderson FCA

Aston House Redburn Road Newcastle upon Tyne NE5 1NB

Page 6

NEWCASTLE MANSION HOUSE TRUST

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2022

Note
Income and endowments from:
Donations and legacies
2
Charitable activities
3
Other trading activities
4
Investments
5
Total income and endowments
Expenditure on:
Raising funds
6
Charitable activities
7
Total expenditure
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Net movement in funds
Total funds carried forward
Endowment
funds
2022
£
-
-
-
-
-
-
-
-
-
264,681
-
264,681
Unrestricted
funds
2022
£
17,721
17,375
-
17,112
52,208
-
132,843
132,843
(80,635)
(825,599)
(80,635)
(906,234)
Total
funds
2022
£
17,721
17,375
-
17,112
52,208
-
132,843
132,843
(80,635)
(560,918)
(80,635)
(641,553)
Total
funds
2021
£
-
12,360
(1,369)
16,506
27,497
137,123
26,819
163,942
(136,445)
(424,473)
(136,445)
(560,918)

The Statement of Financial Activities includes all gains and losses recognised in the year.

The notes on pages 9 to 20 form part of these financial statements.

Page 7

NEWCASTLE MANSION HOUSE TRUST

BALANCE SHEET AS AT 31 MARCH 2022

Note
Fixed assets
Tangible assets
12
Investments
13
Current assets
Stocks
14
Debtors: amounts falling due after more
than one year
15
Debtors: amounts falling due within one
year
15
Creditors: amounts falling due within one
year
16
Net current liabilities
Total assets less current liabilities
Creditors: amounts falling due after more
than one year
17
Total net assets
Charity funds
Endowment funds
18
Unrestricted funds
18
Total funds
-
37,410
56,198
93,608
(946,566)
2022
£
67,270
181,545
248,815
(852,958)
(604,143)
(37,410)
(641,553)
264,681
(906,234)
(641,553)
9,637
41,567
41,570
92,774
(870,130)
2021
£
76,460
181,545
258,005
(777,356)
(519,351)
(41,567)
(560,918)
264,681
(825,599)
(560,918)

The financial statements were approved and authorised for issue by the Trustee on 31 January 2023 and signed on their behalf by:

Mark Nicholson On behalf of Newcastle City Council as Trustee of the Newcastle Mansion House Trust

The notes on pages 9 to 20 form part of these financial statements.

Page 8

NEWCASTLE MANSION HOUSE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

1. Accounting policies

1.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the relevant version of the Statement of Recommended Practice applicable to charities preparing their financial statements in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011 and UK Generally Accepted Accounting Practice.

The financial statements have been prepared to give a ‘true and fair’ view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a ‘true and fair view’. This departure has involved following the relevant version of the 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) rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

Newcastle Mansion House Trust 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.

1.2 Going concern

As explained in the annual report, the Trust provides facilities for the Lord Mayor of Newcastle upon Tyne and other civic events for the City Council of Newcastle upon Tyne. The balance sheet shows negative unrestricted funds of £906,234 at 31 March 2022 and the Trust is supported by the City of Newcastle upon Tyne which is the major unrestricted creditor as explained in note 16 of the financial statements.

The Coronavirus pandemic has had a substantial impact on the charity, but the Trustee has received assurance from the City Council of Newcastle upon Tyne that they will continue the ongoing support of the Trust and therefore, the Trustee has a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. For this reason, the Trustee continues to adopt the going concern basis in preparing the financial statements.

1.3 Income

All income is recognised once the Charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

1.4 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use.

Page 9

NEWCASTLE MANSION HOUSE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

1. Accounting policies (continued)

1.4 Expenditure (continued)

Costs of generating funds are costs incurred in attracting voluntary income, and those incurred in trading activities that raise funds.

Charitable activities and Governance costs are costs incurred on the charity's charitable operations, including support costs and costs relating to the governance of the charity apportioned to charitable activities.

1.5 Tangible fixed assets and depreciation

The Mansion House was gifted to the City of Newcastle "for the purpose of a Mansion House" and as such cannot be sold and therefore has no value.

A review for impairment of a fixed asset is carried out if events or changes in circumstances indicate that the carrying value of any fixed asset may not be recoverable. Shortfalls between the carrying value of fixed assets and their recoverable amounts are recognised as impairments. Impairment losses are recognised in the statement of financial activities.

Tangible fixed assets are carried at cost, net of depreciation and any provision for impairment.

Depreciation is provided at rates calculated to write off the cost of fixed assets, less their estimated residual value, over their expected useful lives on the following bases:

Fixtures and fittings - 5 years
Other fixed assets - 10 - 20 years

1.6 Investments

Fixed asset investments including cash on deposit are recognised at their transaction cost.

1.7 Stocks

Stocks were valued at the lower of cost and net realisable value after making due allowance for obsolete and slow-moving stocks. Stocks were transferred at cost to the trading subsidiary during the year.

1.8 Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered.

1.9 Liabilities and provisions

Liabilities are recognised when there is an obligation at the balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably. Liabilities are recognised at the amount that the charity anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide.

Page 10

NEWCASTLE MANSION HOUSE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

1. Accounting policies (continued)

1.10 Financial instruments

The Trust 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.

1.11 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustee in furtherance of the general objectives of the Charity and which have not been designated for other purposes.

Investment income, gains and losses are allocated to the appropriate fund.

2. Income from donations and legacies

3.

Unrestricted
funds
2022
£
Donations
17,721
Income from charitable activities
Unrestricted
funds
2022
£
Incoming resources from charitable activities
17,375
Total
funds
2022
£
17,721
Total
funds
2022
£
17,375
Total
funds
2021
£
-
Total
funds
2021
£
12,360

Page 11

NEWCASTLE MANSION HOUSE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

4. Income from other trading activities

Income from non charitable trading activities

Unrestricted
funds
2022
£
Income from non charitable trading activities
-
Investment income
Unrestricted
funds
2022
£
Investment income
17,112
Total
funds
2022
£
-
Total
funds
2022
£
17,112
Total
funds
2021
£
(1,369)
Total
funds
2021
£
16,506

5. Investment income

6. Expenditure on raising funds

Costs of raising voluntary income

Unrestricted
funds
2022
£
Expenditure on raising voluntary income
-
Wages and salaries
-
NI
-
-
Total
funds
2022
£
-
-
-
-
Total
funds
2021
£
97,204
39,781
138
137,123

Page 12

NEWCASTLE MANSION HOUSE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

7. Analysis of expenditure on charitable activities

Summary by fund type

Unrestricted
funds Total Total
2022 2022 2021
£ £ £
Expenditure on charitable activities 132,843 132,843 26,819

8. Analysis of expenditure by activities

Activities
undertaken Support Total Total
directly costs funds funds
2022 2022 2022 2021
£ £ £ £
Expenditure on charitable activities 124,773 8,070 132,843 26,819

Analysis of direct costs

Staff costs
Depreciation
Property repairs and maintenance
Heat and light
Rates and water
Other property costs
Recharged to trading subsidiary
Total
funds
2022
£
40,753
18,378
49,540
20,487
6,833
1,193
(12,411)
124,773
Total
funds
2021
£
-
-
-
-
-
-
-
-

Page 13

NEWCASTLE MANSION HOUSE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

8. Analysis of expenditure by activities (continued)

Analysis of support costs

Support costs
Governance costs
9.
Independent examiner's remuneration
Fees payable to the Charity's independent examiner for the preparation
and independent examination of the Charity's annual accounts
Total
funds
2022
£
1,081
6,989
8,070
2022
£
1,750
Total
funds
2021
£
19,136
7,683
26,819
2021
£
2,500

10. Staff costs

2022
£
Wages and salaries
40,093
Social security costs
172
Contribution to defined contribution pension schemes
488
40,753
The average number of persons employed by the Charity during the year was as follows:
2022
No.
Administration
1
2021
£
39,781
138
-
39,919
2021
No.
1

No employee received remuneration amounting to more than £60,000 in either year.

Page 14

NEWCASTLE MANSION HOUSE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

11. Trustee's remuneration and expenses

During the year, no Trustees received any remuneration or other benefits (2021 - £NIL) .

During the year ended 31 March 2022, no Trustee expenses have been incurred (2021 - £NIL) .

12. Tangible fixed assets

Cost or valuation
At 1 April 2021
At 31 March 2022
Depreciation
At 1 April 2021
Charge for the year
At 31 March 2022
Net book value
At 31 March 2022
At 31 March 2021
Fixtures and
fittings
£
133,628
133,628
133,628
-
133,628
-
-
Building
improvemen
ts
£
224,393
224,393
147,933
9,190
157,123
67,270
76,460
Total
£
358,021
358,021
281,561
9,190
290,751
67,270
76,460

Page 15

NEWCASTLE MANSION HOUSE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

13. Fixed asset investments

Cost or valuation
At 1 April 2021
At 31 March 2022
Net book value
At 31 March 2022
At 31 March 2021
Investments
in
subsidiary
company
£
1
1
1
1
Cash
investment
held with
the City of
Newcastle
upon Tyne
£
181,544
181,544
181,544
181,544
Total
£
181,545
181,545
181,545
181,545

The Charitable Trust controls and owns Newcastle Mansion House Trading Limited. The subsidiary is 100% owned by the Newcastle Mansion House Trust with £1 of share capital.

The shareholding in Newcastle Mansion House Trading Limited is held in the name of the Newcastle Mansion House Trustee, Newcastle City Council.

Principal subsidiaries

The following was a subsidiary undertaking of the Charity:

Name Company Principal activity Principal activity Class of Holding
number shares
Newcastle Mansion House Trading 09839915 Provision of the ordinary 100%
Limited Mansion House for
external events.
The financial results of the subsidiary for the year were:
Name Income Expenditure Net assets
£ £ £
Newcastle Mansion House Trading Limited 73,027 73,027 1

Page 16

NEWCASTLE MANSION HOUSE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

14. Stocks

2022 2021
£ £
Food and liquor stocks - 9,637

15. Debtors

Due after more than one year
Due from unrestricted funds
Due within one year
Amounts owed by group undertakings
Due from unrestricted funds
Creditors: Amounts falling due within one year
Trade creditors
City of Newcastle upon Tyne
Due to permanent endowment fund
Accruals and deferred income
Creditors: Amounts falling due after more than one year
Due to permanent endowment fund
2022
£
37,410
2022
£
10,471
45,727
56,198
2022
£
500
894,417
45,727
5,922
946,566
2022
£
37,410
2021
£
41,567
2021
£
-
41,570
41,570
2021
£
-
817,483
41,570
11,077
870,130
2021
£
41,567

16. Creditors: Amounts falling due within one year

17.

Page 17

NEWCASTLE MANSION HOUSE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

18. Statement of funds

Statement of funds - current year

Balance at 1
April 2021
£
Unrestricted funds
General Funds
(825,599)
Endowment funds
Endowment Funds - all funds
264,681
Total of funds
(560,918)
Statement of funds - prior year
Balance at
1 April 2020
£
Unrestricted funds
General Funds
(689,154)
Endowment funds
Endowment Fund
264,681
Total of funds
(424,473)
Income
£
Expenditure
£
52,208
(132,843)
-
-
52,208
(132,843)
Income
£
Expenditure
£
27,497
(163,942)
-
-
27,497
(163,942)
Balance at
31 March
2022
£
(906,234)
264,681
(641,553)
Balance at
31 March
2021
£
(825,599)
264,681
(560,918)

Page 18

NEWCASTLE MANSION HOUSE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

19. Analysis of net assets between funds

Analysis of net assets between funds - current year

Tangible fixed assets
Fixed asset investments
Debtors due after more than one year
Current assets
Creditors due within one year
Creditors due in more than one year
Total
Analysis of net assets between funds - prior year
Tangible fixed assets
Fixed asset investments
Debtors due after more than one year
Current assets
Creditors due within one year
Creditors due in more than one year
Total
Endowment
funds
2022
Unrestricted
funds
2022
£
£
-
67,270
181,544
1
37,410
-
45,727
10,471
-
(946,566)
-
(37,410)
264,681
(906,234)
Endowment
funds
2021
Unrestricted
funds
2021
£
£
-
76,460
181,544
1
41,567
-
41,570
9,637
-
(870,130)
-
(41,567)
264,681
(825,599)
Total
funds
2022
£
67,270
181,545
37,410
56,198
(946,566)
(37,410)
(641,553)
Total
funds
2021
£
76,460
181,545
41,567
51,207
(870,130)
(41,567)
(560,918)

Page 19

NEWCASTLE MANSION HOUSE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

20. Related party transactions

The administration of the Trust is carried out by the Resources Directorate of Newcastle City Council. The cost for these support services in 2021/22 was £44,069 (2020/21: £44,122). The support services include Accountancy, Organisation Development, Legal, Audit, Financial System Support and other Central Administration Support.

In addition to the above, Newcastle City provided direct services of £28,686 (2020/21 £19,233).

Included in the income of the Mansion House Trust is £17,375 (2020/21 : £12,360) from Newcastle City Council which made a contribution of £12,360 (2020/21 : £12,360) in addition to charges for the use as a Mansion House. Additionally the Trust received a donation from Newcastle Mansion House Trading Limited of £17,721.

21. Controlling party

The City of Newcastle upon Tyne, as the sole Trustee, is the controlling party of the Newcastle Mansion House Trust.

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