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2020-11-30-accounts

Charity Registration No. 503003

SELBY ABBEY TRUST

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 30 NOVEMBER 2020

SELBY ABBEY TRUST

CONTENTS

Page
Legal and administrative information 1
Trustees' report 2 - 3
Statement of trustees' responsibilities 4
Independent examiner's report 5
Statement of financial activities 6 - 7
Statement of financial position 8
Notes to the financial statements 9 - 15

SELBY ABBEY TRUST

LEGAL AND ADMINISTRATIVE INFORMATION

Trustees Mr J R Englehart - Chairman
Mr D Barstow
The Right Reverend Dr. J Thomson
Mrs J Cooke - PCC Member
Reverend Canon J Weetman
Mr S Skilbeck - Vice Chairman
Mr T Pilcher
Mr D Caulfield
Mrs A Crossland (Appointed 3 October 2020)
Appeal director Brigadier J J Gaskell OBE (resigned August 2020)
Key Management personel Mr J R Engelhart - Trustee and chairman
Brigadier J J Gaskell OBE - Appeal director (resigned August 2020)
Charity number 503003
Principal address 20-24 Park Street
Selby
North Yorkshire
YO8 4PW
Independent examiner N Clemit ACA, FCCA
JWPCreers LLP
Chartered Accountants
Genesis 5
Church Lane
York
YO10 5DQ
Bankers CAF Bank Limited
25 Kings Hill Avenue
Kings Hill
West Malling
Kent
ME19 4JQ
Consultant architect David Sherriff
Simmonsherriff LLP
30 - 38 Dock Street
Leeds
West Yorkshire
LS10 1JF

SELBY ABBEY TRUST

TRUSTEES' REPORT

FOR THE YEAR ENDED 30 NOVEMBER 2020

The trustees present their report and financial statements for the year ended 30 November 2020.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's governing document, the Charities Act 2011 and "Accounting and Reporting by Charities: 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 published in October 2019".

The legal and administrative information page forms part of this report.

Objectives and activities

The objects of the charity are for such charitable purposes connected with the Abbey as the trustees shall from time to time in their absolute discretion determine.

The trustees confirm that they have referred to the guidance contained in the Charity Commissioner’s general guidance on public benefit when reviewing the charity’s aims and objectives and setting the grant making policy for the period.

Achievements and performance

2020 has been very much disrupted by Covid 19 and particularly so for The Trust. In addition we have also had the retirement of our long serving and much valued Appeal Director Brigadier Jeremy Gaskell OBE.

Raising money for the trust is always a challenge and even more so this last year. Many of our supporters in both the medium term and short term past are receiving less income themselves with demands on them for cash support higher than ever. Fortunately, we have grants and a legacy in place, which, in addition to some cash donations throughout the year, have enabled the trust to reach a figure which will allow us to commence the Phase 1 renovation on the abbey roof at high level in the spring of 2021.

Phase 2 which has a need for £2 Million seems a long way away just now. The National Heritage and Lottery Fund (NHLF) which we would approach to help fund this, is under extreme pressure to deal with requests more linked to the effects of Covid 19 than heritage projects such as The Abbey at present.

The Lunchtime Organ Recitals which would have been in their 6th season had to be cancelled but are being re-arranged for the 2021 Season.

As in the past, the trust has been able when needed to fund smaller “everyday” needs for the fabric and upkeep of the Abbey.

Financial review

Reserves policy

It is the policy of the trust to maintain free reserves at a level which they feel provides sufficient funds to cover administration and support costs for not less than approximately six months unrestricted expenditure. The charity’s free reserves at 30 November 2020 are £102,030.

Investment policy

The trustees manage the funds on a low-risk basis. The charity holds the majority of funds as bank deposits, which allows easy access for the trustees to donate the necessary sums for the repair and maintenance work. A policy of holding such sums as cash is commensurate with their short term nature and the desire not to jeopardise capital. The trustees recognise that greater returns could be achieved through investment but wish to take low risk and retain flexibility.

Risk management

The trustees has assessed the major risks to which the charity is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks.

SELBY ABBEY TRUST

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 30 NOVEMBER 2020

Plans for future periods

The renovation and repair of the high level south side of the abbey roof and stonework will be the Phase 1 work which is planned to start in the 1st/2nd Quarter of 2021.

The appointment of a new appeal director is on hold just now due to both the current level of finances available and the reduced options for the raising of money at present for The Abbey. This will be kept under constant review.

We are working alongside the Selby Town Council and their heritage project for Selby Town . The Abbey is a centre piece for this project. With the contacts that Selby Town Council have, it is hoped that an income stream to The Abbey can evolve from this direction.

The final work on the reciting of the Medieval Font is expected to be completed by the end of 2021.

Lunchtime organ recitals which were postponed in 2020 will now take place again from late June 2021. We are please to have a wonderful array of highly respected National and International Organists who are especially happy and proud to be playing our famous Hill Organ.

As always The Trust will continue with its efforts to support The Abbey and the fabric of the building.

Structure, governance and management

The charity operates under the trust deed dated 17 December 1973, as amended by deeds dated 30 May 1974 and 20 June 1994.

Appointment of trustees

The body of trustees shall consist of not less than six and not more than twelve members, of whom at least one shall be a lay member of the Parochial Church Council of the Abbey.

Organisational structure

The trustees hold full meetings half yearly when key, strategic decisions are made following a review of progress. Interim meetings are held when necessary and some trustees are involved on a regular basis with progress reviews of specific areas.

Trustee induction and training

New trustees are given a comprehensive induction pack to inform them of their legal obligations. All trustees are encouraged to attend appropriate external training events where these will facilitate the undertaking of their role.

Co-operation with other charities

Care and stewardship of the Abbey rests with the Parochial Church Council of Selby Abbey who issue contracts for restoration work which the trust has agreed to fund. A close working relationship has been established between PCC members, trustees, contractors and professionals with agreed lines for two-way communication so all parties are kept fully informed.

The trustees' r eport was approved by the Board of Trustees.

Mr J R Englehart - Chairman Trustee Date: 4 May 2021

SELBY ABBEY TRUST

STATEMENT OF TRUSTEES' RESPONSIBILITIES FOR THE YEAR ENDED 30 NOVEMBER 2020

The trustees are responsible for preparing the Trustees' 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 and Wales requires the trustees 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 year.

In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping sufficient accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them 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. They are 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.

The trustees are responsible for the maintenance and integrity of the charity and financial information included on the charity's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

SELBY ABBEY TRUST

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF SELBY ABBEY TRUST

I report to the trustees on my examination of the financial statements of Selby Abbey Trust (the charity) for the year ended 30 November 2020.

Responsibilities and basis of report

As the trustees of the charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (the 2011 Act).

I report in respect of my examination of the charity’s financial statements carried out under section 145 of the 2011 Act . In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

Since the charity’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of ICAEW and ACCA, which is one of the listed bodies.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

I 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 financial statements to be reached.

N Clemit ACA, FCCA

JWPCreers LLP

Chartered Accountants Genesis 5

Church Lane York YO10 5DQ

Dated: 1 June 2021

SELBY ABBEY TRUST

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 30 NOVEMBER 2020

CURRENT FINANCIAL YEAR

Unrestricted
Unrestricted
Restricted
funds
funds
funds
general
d esignated
2020
2020
2020
Notes
£
£
£
Income
Donations and legacies
3
1,215
-
272,415
Other trading activities
4
6,005
-
-
Investments
5
93
-
-
Total income
7,313
-
272,415
Expenditure
Raising funds
6
5,952
-
-
Charitable activities
7
-
-
78,396
Total expenditure
5,952
-
78,396
Net gains/(losses) on investments
11
(2,785)
-
-
Net (expenditure)/income before transfers
(1,424)
-
194,019
Gross transfers between funds
2,218
(2,218)
-
Net movement in funds
794
(2,218)
194,019
Fund balances at 1 December 2019
101,236
4,438
104,446
Fund balances at 30 November 2020
102,030
2,220
298,465
Total
2020
£
273,630
6,005
93
279,728
5,952
78,396
84,348
(2,785)
192,595
-
192,595
210,120
402,715
Total
2019
£
155,581
613
742
156,936
20,655
65,789
86,444
(1,303)
69,189
-
69,189
140,931
210,120

The statement of financial activities includes all gains and losses recognised in the year.

All income and expenditure derive from continuing activities.

SELBY ABBEY TRUST

STATEMENT OF FINANCIAL ACTIVITIES (CONTINUED)INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 30 NOVEMBER 2020

PRIOR FINANCIAL YEAR

Unrestricted
Unrestricted
Restricted
funds
funds
funds
general
d esignated
2019
2019
2019
Notes
£
£
£
Income
Donations and legacies
3
735
-
154,846
Other trading activities
4
613
-
-
Investments
5
742
-
-
Total income
2,090
-
154,846
Expenditure
Raising funds
6
20,655
-
-
Charitable activities
7
420
-
65,369
Total expenditure
21,075
-
65,369
Net gains/(losses) on investments
11
(1,303)
-
-
Net (expenditure)/income before transfers
(20,288)
-
89,477
Gross transfers between funds
2,218
(2,218)
-
Net movement in funds
(18,070)
(2,218)
89,477
Fund balances at 1 December 2018
119,306
6,656
14,969
Fund balances at 30 November 2019
101,236
4,438
104,446
Total
2019
£
155,581
613
742
156,936
20,655
65,789
86,444
(1,303)
69,189
-
69,189
140,931
210,120

The statement of financial activities includes all gains and losses recognised in the year.

All income and expenditure derive from continuing activities.

SELBY ABBEY TRUST

STATEMENT OF FINANCIAL POSITION AS AT 30 NOVEMBER 2020

Notes
Fixed assets
Investments
12
Current assets
Stocks
13
Debtors
14
Cash at bank and in hand
Creditors: amounts falling due within one year
15
Net current assets
Total assets less current liabilities
Income funds
Restricted funds
16
Unrestricted funds
2020
£
15,000
10,680
373,021
398,701
(1,736)
£
5,750
396,965
402,715
298,465
104,250
402,715
2019
£
13,057
12,180
180,403
205,640
(4,056)
£
8,536
201,584
210,120
104,446
105,674
210,120

The financial statements were approved by the Trustees on 4 May 2021

Mr J R Englehart - Chairman Mr S Skilbeck - Vice Chairman Trustee Trustee

SELBY ABBEY TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2020

1 Accounting policies

1.1 Accounting convention

The financial statements have been prepared in accordance with the charity's governing document, the Charities Act 2011, "Accounting and Reporting by Charities: 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) (issued in October 2019)" and the Financial Reporting Standard applicable in the United kingdom and Repulic of Ireland (FRS 102).

The charity is a Public Benefit Entity as defined by FRS 102.

The charity has taken advantage of the provisions in the SORP for charities applying FRS 102 Update Bulletin 1 not to prepare a Statement of Cash Flows.

The financial statements 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 Statement of Recommended Practice for charities applying FRS 102 rather than the version of the Statement of Recommended Practice which is referred to in the Regulations but which has since been withdrawn.

The financial statements are prepared in sterling , which is the functional currency of the charity.

The financial statements have been prepared under the historical cost convention, modified to include investments at fair value. The principal accounting policies adopted are set out below.

1.2 Charitable funds

Unrestricted funds are funds which can be used in accordance with the charitable objects at the discretion of the trustees.

Designated funds are funds set aside by the trustees out of unrestricted general funds for specific purposes or projects.

Restricted funds are funds that can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

1.3 Income

Income from donations, fund-raising events etc, is recognised in the accounting records upon receipt by the treasurer.

Income in respect of legacies is recognised when the sum due is ascertainable.

Bank interest received is recognised in the financial statements on an accruals basis.

1.4 Expenditure

All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs to that category.

Charitable expenditure comprises those costs incurred by the charity in pursuit of its charitable objectives.

1.5 Tangible fixed assets

Items costing more than £1,000 are capitalised.

Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Fixtures and fittings

15% reducing balance

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in net income/(expenditure) for the year.

1.6 Fixed asset investments

Fixed asset investments are included in the accounts at market value. Realised and unrealised gains and losses on investments are disclosed separately in the appropriate section of the statement of financial activities.

SELBY ABBEY TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 NOVEMBER 2020

1 Accounting policies

(Continued)

1.7 Stocks

Stocks are stated at the lower of cost and estimated selling price less costs to complete and sell .

1.8 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

1.9 Taxation

Selby Abbey Trust is a registered Charity, number 503003. All the Charity’s income is applied to its charitable objectives and the Charity is, therefore, exempt under current legislation, from most forms of taxation.

2 Critical accounting estimates and judgements

In the application of the charity’s accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

3 Donations and legacies

Unrestricted
Restricted
funds
funds
general
2020
2020
£
£
Donations and gifts
1,215
265,600
Roof appeal income
-
6,712
Gift aid income
-
103
1,215
272,415
Donations and gifts
Michael Uren Foundation
-
200,000
Mr and Mrs Bramall
Foundation
-
50,000
N S Skilbeck
-
5,000
Lord Barnby Foundation
-
3,000
James Peckitt Charity
-
1,000
Rachel Benson
-
1,000
Forbes Adams Trust
-
1,000
Spooner Charity
-
1,000
D M Naylor
-
1,000
Material donations and gifts
comparative year
-
-
Other
1,215
2,600
1,215
265,600
Total
Unrestricted
Restricted
funds
funds
general
2020
2019
2019
£
£
£
266,815
735
121,000
6,712
-
28,502
103
-
5,344
273,630
735
154,846
200,000
-
-
50,000
-
-
5,000
-
-
3,000
-
-
1,000
-
-
1,000
-
-
1,000
-
-
1,000
-
-
1,000
-
-
-
-
114,000
3,815
735
7,000
266,815
735
121,000
Total
2019
£
121,735
28,502
5,344
155,581
-
-
-
-
-
-
-
-
-
114,000
7,735
121,735

SELBY ABBEY TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 30 NOVEMBER 2020

4
5
6
Other trading activities
Unrestricted
Unrestricted
funds
funds
general
general
2020
2019
£
£
CD Sales
6,005
363
Organ recitals and concert donations
-
250
Other trading activities
6,005
613
Investments
Unrestricted
Unrestricted
funds
funds
general
general
2020
2019
£
£
Income from listed investments
-
586
Interest receivable
93
156
93
742
Raising funds
Unrestricted
Unrestricted
funds
funds
general
general
2020
2019
£
£
Fundraising and publicity
Just Giving monthly fee
216
216
Organ recital expenses
1,306
(5,218)
Concert expenses
4,430
25,657
5,952
20,655

SELBY ABBEY TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 NOVEMBER 2020

7 Charitable activities

Restoration work
Donations
Share of support costs (see note 8)
Share of governance costs (see note 8)
Analysis by fund
Unrestricted funds - general
Restricted funds
Support costs
2020
Support costs
Governance
costs
£
£
Consultancy services
29,952
-
Travelling expenses
2,232
-
Office stationery, printing
costs and postage
931
-
Public relations, adverting and
website expenses
822
-
Bank charges
60
-
Legal and professional fees
53
-
Book-keeping fees
1,980
-
Independent examiners fee
-
1,164
36,030
1,164
Analysed between
Charitable activities
36,030
1,164
Charitable
activities
Charitable
activities
2020
2019
£
£
41,202
12,836
-
100
41,202
12,936
36,030
51,557
1,164
1,296
78,396
65,789
-
420
78,396
65,369
78,396
65,789
2019
2020
Support costs
Governance
costs
2019
£
£
£
£
29,952
39,936
-
39,936
2,232
3,231
-
3,231
931
2,004
-
2,004
822
3,381
-
3,381
60
66
-
66
53
179
-
179
1,980
2,760
-
2,760
1,164
-
1,296
1,296
37,194
51,557
1,296
52,853
37,194
51,557
1,296
52,853
Charitable
activities
Charitable
activities
2020
2019
£
£
41,202
12,836
-
100
41,202
12,936
36,030
51,557
1,164
1,296
78,396
65,789
-
420
78,396
65,369
78,396
65,789
2019
2020
Support costs
Governance
costs
2019
£
£
£
£
29,952
39,936
-
39,936
2,232
3,231
-
3,231
931
2,004
-
2,004
822
3,381
-
3,381
60
66
-
66
53
179
-
179
1,980
2,760
-
2,760
1,164
-
1,296
1,296
37,194
51,557
1,296
52,853
37,194
51,557
1,296
52,853
12,936
51,557
1,296
65,789
420
65,369
65,789
2019
£
39,936
3,231
2,004
3,381
66
179
2,760
1,296
52,853
52,853

8 Support costs

9 Trustees

None of the trustees (or any persons connected with them) received any remuneration or benefits from the charity during the year.

10 Employees

There were no employees during the year.

SELBY ABBEY TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 30 NOVEMBER 2020

11 Net gains/(losses) on investments
Unrestricted Unrestricted
funds funds
general general
2020 2019
£ £
Revaluation of investments (2,785) (1,303)
12 Fixed asset investments
Listed investments
£
Valuation
At 1 December 2019 8,536
Valuation changes (2,786)
At 30 November 2020 5,750
Carrying amount
At 30 November 2020 5,750
At 30 November 2019 8,536
13 Stocks
2020 2019
£ £
Goods for sale 15,000 13,057
14 Debtors
2020 2019
Amounts falling due within one year: £ £
Other debtors 10,680 12,180
15 Creditors: amounts falling due within one year
2020 2019
£ £
Other creditors 236 -
Accruals and deferred income 1,500 4,056
1,736 4,056

SELBY ABBEY TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 NOVEMBER 2020

16 Restricted funds

The income funds of the charity include restricted funds comprising the following unexpended balances of donations and grants held on trust for specific purposes:

Balance at
1 December
2019
£
Roof appeal
104,446
104,446
Balance at
1 December
2018
£
Roof appeal
6,969
Carillion Bells
4,000
Font
4,000
14,969
Movement in funds
Incom e
Expenditure
Transfers
Balance at
30 November
2020
£
£
£
£
272,415
(78,396)
-
298,465
272,415
(78,396)
-
298,465
Movement in funds
Incom e
Expenditure
Transfers
Balance at
30 November
2019
£
£
£
£
154,846
(57,369)
-
104,446
-
(4,000)
-
-
-
(4,000)
-
-
154,846
(65,369)
-
104,446
Movement in funds
Incom e
Expenditure
Transfers
Balance at
30 November
2020
£
£
£
£
272,415
(78,396)
-
298,465
272,415
(78,396)
-
298,465
Movement in funds
Incom e
Expenditure
Transfers
Balance at
30 November
2019
£
£
£
£
154,846
(57,369)
-
104,446
-
(4,000)
-
-
-
(4,000)
-
-
154,846
(65,369)
-
104,446
104,446

The roof appeal is for funding to restore and repair the Abbey's roof.

17 Unrestricted funds - designated

These are unrestricted funds which are material to the charity's activities made up as follows:

Balance at Transfers Balance at Transfers Balance at
1 December 1 December 30 November
2018 2019 2020
£ £ £ £ £
Organ running costs 6,656 (2,218) 4,438 (2,218) 2,220

The designated organ running costs fund represents a reserve set aside by the trustees out of unrestricted funds for the purpose of restoring the Hill Organ and to cover the cost of tuning and servicing this over five years. The Hill Organ has now been fully restored and the fund now exists for the ongoing costs anticipated.

SELBY ABBEY TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 NOVEMBER 2020

18
Analysis of net assets between funds
Unrestricted
funds
Designated
funds
Restricted
funds
2020
2020
2020
£
£
£
Fund balances at 30 November 2020 are represented by:
Investments
5,750
-
-
Current assets/(liabilities)
96,280
2,220
298,465
102,030
2,220
298,465
Unrestricted
funds
Designated
funds
Restricted
funds
2019
2019
2019
£
£
£
Fund balances at 30 November 2019 are represented by:
Investments
8,536
-
-
Current assets/(liabilities)
92,700
4,438
104,446
101,236
4,438
104,446
Total
2020
£
5,750
396,965
402,715
Total
2019
£
8,536
201,584
210,120

19 Related party transactions

There were no disclosable related party transactions during the year (2019 - none).