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2023-03-31-accounts

Newcastle Theatre Royal Trust Limited Contents Legal and administrative detalls.................................. Trustees. report lindudlng Strategic reptrrtl for the year ended 31 March 2023.............-.................................. Statement of Tru5tees' responsibilities...............................-.............................................................-........................ 12 Independent audiiors. report to the members of Newcastle Theatre Royal Trust Limited......................... ..... 13 Statement of Financlal AttivltSes Ilncluding Income and expenditure account) for the year ended 31 M?rch Balance Sheet as at 31 March 2023 ................................................................................................................... 18 Statement of Cash Flows for the year ended 31 March 2023................ Notes io the finandal statements for the year ended 31 March 2023.............................................................. 20 .19

Unrestricted Unrestricted
General Designated Restricted Total Total
funds Funds funds 2023 2022
Note E E E E E
Income from
Donations
and legacies
4 159,280 10,899 170,179 85,678
Charitable
activities:
Operation ofTheatre 5 16,837,125 16,837,125 7,062,330
Other including
Government
Grant fundinR
37,724 37,724 176,998
Investments 236,963 236,963 328
Misc. income 13,215
Totalincome 17,271,092 10,899 17,281,991 7,338,549
Expenditure
Expenditure
on charitable
activities:
Operation ofTheatre 9 (15,615,501) (10,899) (15,626,400) (8,065,988)
Total expenditure (15,615,501) (10,899) (15,626,400) (8,065,988)
Net income/(Expenditure) 1,655,591 1,655,591 P27,439)
Actuarial
gains/(losses)
on
defined benefit pension
schemes
13(h) 3,140,000 3,140,000 1,640,000
Transfer to designated funds (577,000) 577,000
Transfer to restricted funds
Net movement
in funds
4,218,591 577,000 4,795,591 912,561

Unrestricted
Unrestricted
General Designated Restricted Total Total
Note funds
6
Funds
6
funds 2023
6
2022
6
Net movement In funds 4,218,591 577,000 4,795,591 912,561
Reconciliation offunds:
Total funds brought forward 22 997,334 559,000 2,582 1,558,916 646,355
Total funds carried forward 22 5,215,925 1,136,000 2,582 6,354,507 1,558,916

Balance Sheet
s at31March 2023
Note 2023 2022
f f
Fixed assets
Tangible assets 15 506,398 604,647
Investments
in subsidiaries
16 1 1
506,399 604,648
Current assets
Stocks 17 16,446 15,771
Debtors 18(a) 881,589 634,151
Cash 24 13,042,143 11,672,333
13,940,178 12,322,255
Creditors:
Amounts
falling due within one year
20 (8,092,07II7 ~8,227,9877
Net current assets 5,848,108 4,094,268
Total assets less current liabilities 6,354,507 4,698,916
Creditors falling due after more than one year
Defined benefit pension liability 13(c),(I) (3,140,000)
Net esse'ts 6,354,507 1,558,916
The funds ofthe charity:
Restricted funds 22 2,582 2,582
Unrestricted
funds
Revenue funds 22 5,215,925 4,137,334
Pension reserve 22 (3,140,000)
General 5,215,925 997,334
Designated
funds
22 1,136,000 559,000
Totalfunds 6,354,507 1,558,916

Statement ofCash Flows
forthe year ended 31March 2023
Note 2022/23 2021/22
6 6
Net cash generated
in operating
activities
24 (a) 1,132,847 3,612,969
Cash flows from investing
activities
Interest received 236,963 328
Purchase oftangible fixed assets (165,708)
Disposal oftangible
fixed assets
Net cash used in investing
activities
236,963 (165,380)
Cash flows from financing activities
Government
grant —Culture
Recovery Fund
Government
grant —Coronavirus
Job Retention
Scheme 144,998
Cash inflow from financing
activities
144,998
Increase
in cash and cash equivalents
24 (b) 1,369,810 3,592,587
Cash and cash equivalents
at the beginning
of the year 11672 333 8079 746
Cash and cash equivalents
at the end ofthe year
24 (c) 13,042,143 11,672,333

Unrestricted Unrestricted
General Designated Restricted Tota I
funds Funds funds 2022
E E E E
Income from
Donations
and legacies
85,678 85,678
Charitable
activities:
Operation ofTheatre 7,062,330 7,062,330
Other including
Government
Grant funding 176,998 176,998
Investments 328 328
Misc. income 13,215 13,215
Total income 7,338,549 7,338,549
Expenditure
Expenditure
on charitable
activities:
Operation ofTheatre (7,307,323) (36,764) (721,901) (8,065,988)
Total expenditure (7,307,323) (36,764) (721,901) (8,065,988)
Net income/(expenditure) 31,226 (36,764) (721,901) (727,439)
Actuarial
gains/(losses)
pension schemes
on defined benefit 1,640,000 1,640,000
Transfer to designated funds (50,831) 500,667 (449,836)
Net movement
in funds
1,620,395 463,903 (1,171,737) 912,561

Unrestricted Unrestricted Restricted 2023 2022
General
f
Designated f f f f
Individual Giving Scheme 1,571 1,571 2,413
Other donations 157,709 10,899 168,608 83,265
159,280 10,899 170,179 85,678

2023 2022
Turnover Cost of Net income Turnover Cost ofsales Net income
Unrestricted funds E sales E f E E
E
gox office (incl. booking
fee)
14,872,108 (9,330,598) 5,541,510 6,104,189 (2,848,270) 3,255,919
Ancillary 568,153 (262,798) 305,355 302,541 (145,935) 156,606
Catering &bar 1,025,777 (264,923) 760,854 458,265 (116,764) 341,501
Memberships 215,033 215,033 123,254 123,254
Creative Engagement 105,948 (64,812) 41,136 30,555 (23,406) 7,149
Miscellaneous 50,106 50,106 43,526 43,526
16,837,125 9,923,131 6,913,994 7,062,330 (3,134,375) 3,927,955

Other
2023 2022
6 f
Sponsorship 37,724 32,000
Government grant (Cultural Recovery Fund) 0 0
Government grant (Coronavirus Job Retention Scheme) 0 144,998
37724 176,998

2023 2022
6 E
236,963 328

2023 2022
E E
0 13,215

Unrestricted Unrestricted Restricted 2023 2022
General Designated funds
funds funds
Cost ofcharitable activities:
Cost ofsales (see note 5) 9,923,131 9,923,131 3,134,375
Marketing 695,002 695,002 661,632
Boxoffice 493,872 493,872 391,497
Front ofhouse management 1,052,848 1,052,848 782,062
Building overhead costs 1,117,833 10,899 1,128,732 1,189,330
Development 49,842 49,842 43,582
Technical 940,026 940,026 802,119
Creative Engagement 127,645 127,645 107,318
Depreciation 98,248 98,248 27,462
Support costs (see note 10) 1,103,511 1,103,511 918,689
Governance costs (see note 10) 13,543 13,543 7,921
Total cost ofcharitable activities 15,615,501 10,899 15,626,400 8,065,988

Support costs Governance 2023 2022
(Note 9) (Note 9)
f 6 E
Central Office, Admin & HR 646,872 646,872 312,758
Finance Office 250,512 250,512 287,378
Information
Technology
206,127 206,127 318,553
Internal Audit 3,043 3,043
External Audit 10,500 10,500 7,921
Total 1,103,511 13,543 1,117,054 926,610

et incom e/(expenditure) is stated after charging:
2023 2022
6 E
Depreciation
oftangible
fixed assets 98,248 94,695
Operating lease rentals —plant &equipment
Auditors' remuneration
Audit fee 10,500 10,000
Directors' and officers' liability insurance 2,604 2,593
Cost ofstock recognised as an expense —stock write off 0 5,035

The costs incurred
in respect ofemployees
were:
2023 2022
E E
Wages and salaries 2,656,864 2,274,690
Social security costs 210,039 180,060
Pension charges 333,439 293,153
3,200,342 2,747,903
r ofem ployees
earning
over E60,000,exc luding
pen
2023 2022
Number Number
E60,001 —E70,000 1 2
E90,001 - E100,000 1 1

on
including
employer
p
ension and natio nal
insuran
2023 2022
Number Number
E50,001 - E60,000 2 1
E60,001 —E70,000
E70,001 - E80,000
E80,001 —E90,000
E90,001 - 6100,000
E120,001 —E130,000
E140,001 - E150,000

ension expense for the accounting year ending 31 ension expense for the accounting year ending 31 March 2024 (continued)
Analysis ofamounts
charged to profit and loss
Period ending 31March 2024
Em
Current service cost 0.38
Net interest on net defined
benefit liability
0.13
Total estimated pension expense 0.25

Reconci liation ofpension
liability
Opening pension
liability at 1April 2022
(3,060,000)
Current service cost (980,000)
Interest on net defined benefit liability (70,000)
Contributions
attributable
to the employer
300,000
Curtailments
Actuarial gains/(losses) 6,490,000
Pension asset value not recognised
(as per FRS102para 28.22)
(2,680,000)
Closing pension
liability at 31March 2023

re:
Assumptions 31March 2023 31March 2022 31March 2021
9fi Yo Yo
Discount rate 4.70% 2.70% 2.10'Yo
CPI inflation 2.709o 2.90% 2.70'Yo
Pension accounts revaluation rate 2 709o 2.90% 2.70'%
Pension increases 270% 290 o 2 709f
Sala
increases
420% 4 40Yo 4.20Yo

Mortality assumptions 31March 2023 31March 2022
Years Years
Males
Pension member
aged 65at accounting
date 21.6 21.8
Active member aged 45 at accounting date 22.9 23.5
Females
Pensioner
member aged 65at accounting date
24.6 25.0
Active member aged 45 at accounting date 26.1 26.7
Asset allocation Value at Value at
31March 2023 31March 2022
E uities 51.2% 57.09o
Property 10.5% 8.49S
Government
bonds
1.39o 2,09o
Corporate bonds 19.5% 18.8Yo
Multi Asset Credit 4.59o 0.09S
Cash 1.89o 1.8Yo
Other 11290 12 OoA
Tota I 100.09o 300.0'
(f) Reconciliation offunded status to Balance Sheet
value asat Value as at
31March 2023 31March 2022
6 6
Fair value ofassets 14,960,0000 14,600,0000
Present value offunded defined benefit obligation (12,280,000) (17,660,000)
Pension asset value not recognised (as per FRS102para 28.22) (2,680,000)
Funded status - liability recognised on the balance sheet 0 (3,060,000)

Amounts
recognised
in inc
ome statement
Year ending Year ending
31March 2023 31March 2022
6 6
Operating cost
Current service cost 980,000 1,010,000
Financing cost
Interest on net defined benefit liability 70,000 90,000
Pension expense recognised in income statement 1,050,000 1,100,000

Year ending Year ending
31March 31March 2022
2023 6
6
Asset gains/(losses)
arising
during the year 7,540,000 470,000
Liability gains/(losses)
arising during the year
(1,050,000) 1,970,000
Total amount
recognised
in other comprehensive income 6,490,000 2,440,000
(i) Changes tothe present value ofthe defined benefit obligation
Year ending Year ending
31March 31March 2022
2023 6
Opening defined benefit obligation 17,660,000 18,370,000
Current service cost 980,000 1,010,000
Interest expense on defined benefit obligation 470,000 380,000
Contributions
attributable
to the participants 140,000 140,000
Actuarial
(gains)/losses
on
liabilities (6,670,000) (1970000)
Net benefits paid out (300,000) (270,000)
Curtailment
cost
ClosIng present value ofliabilities 12,280,000 17,660,000
(j) Changes to the fair value ofassets
Year ending Year ending
31March 2023 31March 2022
6 6
Opening fair value ofassets 14,600,000 13,680,000
Interest income on assets 400,000 290,000
Re-measurement gains/(losses)
on assets
(180,000) 470,000
Contributions
attributable
to the employer 300,000 290,000
Contributions
attributable
to the participants 140,000 140,000
Net benefits
paid
out (300,000) (270,000)
Closing fair value ofassets 14,960,000 14,600,000

Actual re turn on assets
Year ending Year ending
31March 2023 31March 2022
6 f
Interest income on assets 400,000 290,000
Gain/(loss) on assets (180,000) 470,000
Actual return on assets 220,000 760,000

15 Tangible assets
Buildings Other Computer BoxOffice &HR Total
Rncl. leasehold EquIpment Equipment systems
improvements)
6
Cost
At 1April 2022 1,354,342 310,371 52,200 244,741 1,961,654
Additions
during the year
Disposals f275 179) 275,179)
At 31March 2023 1,079,163 310,371 52,200 244,741 1,686,475
Accumulated
depreciation
At 1April 2022 798,087 306,743 52,200 199,978 1,357,008
Charge for the year 84,748 2,420 11,080 98,248
Disposals l275 179) l275,179)
At31March 2023 607,656 309,163 52,200 211,058 1,180,077
Net book value
At31March 2023 471,508 1,208 33,683 506,398
At 31March 2022 556,255 3,628 44,763 604,647

Prior year note
Buildings Other Computer BoxOffice & Total
gael. leasehold Equipment Equipment HR systems
improvements)
8
Cost
At 1April 2021 1,198,015 310,371 52,200 235,360 1,795,946
Additions during the year 156,327 9,381 165,708
oisposals
At 31March 2022 1,354,342 310,371 52,200 244,741 1,961,654
Accumulated
depreciation
At 1April 2021 723,371 304,323 52,200 182,418 1,262,312
Charge forthe year 74,716 2,420 17,560 94,695
oisposa Is
At31March 2022 798,087 306,743 52,200 199,978 1,357,007
Net book value
At 31INarch 2022 556,255 3,628 44,763 604,647
At31March 2021 474,644 6,048 52,942 533,634

17 Stock
2023 2022
6 6
Goods for resale 16,446 15,771
18 Debtors
2023 2022
Trade debtors 94,320 61,708
Subsumption security monies held by Newcastle City Council —note 19 380,000 380,000
Other debtors 126,422 56,428
Prepayments and accrued income 280,847 136,015
881,589 634,151

Creditors: amounts
falling due within one y
ear
2023 2022
Trade creditors 1,348,379 1,287,985
Taxation and social security 131,510 270,091
Other creditors 47,561 101,896
Accruals 711,267 637,596
Deferred income (note 21) 5,853,353 5,930,419
8,092,070 8,227,987

Balance as at 1April 2022 5,930,419
Amount released to income earned from charitable activities (13,727,818)
Amounts refunded
net ofshow transfers
(287,172)
Amount ofadvanced
receipts at year end
13,937,924
Balance as at31March 2023 5,853,353
Balance as at 1April 2021 3,367,625
Amount released to income earned from charitable activities (3,083,935)
Amounts refunded
net ofshow transfers
(283,690)
Amount ofadvanced
receipts at year end
5,930,419
Balance as at 31March 2022 5,930,419

Unrestricted Restncted
Revenue Pension Designated Unrestricted Restnctsd
funds reserve Suh total funds Funds Funds Total
f
At 1April 2022 4,137,334 (3,140,000) 997,334 559,000 1,556,334 2,582 1,558,916
Net incoming/ (outgoing)
resources for the year 1,655,591 1,655,591 1,655,591 1,655,591
Transfers
(577,000) (577,000) 577,000
Actuarial Gain/Loss 3,140,000 3,140,000 3,140,000 3,140,000
At31March 2023 5,215,925 5,215,925 1,136,000 6,351,925 2,582 6,354,507
Unrestricted Restricted
Previous year Revenue Pension Designated Unresulcu. d Restricted
funds reserve Sua-total funds Funds Funds Total
At 1April 2021 4,156,939 (4,780,000) (623,061) 95,097 (527,964) 1,174,319 646,335
Net incoming/(outgoing)
resourcesfor the year
31,226 31,226 (36,764) (5538) (721901) (727439)
Transfers (50,831) (50,831) 500,667 (44
~ 36)
(449,836)
Actuarial loss 1,640,000 1,640,000 1,640,000) 1,640,000
At 31March 2022 4,137,334 (3,140,000) 997,334 559,000 1,556,334 2,582 1,558,916

Unrestricted Designated RestrIcted Total
funds funds funds 2023
f f
Tangible fixed assets 506,398 506,398
Investment
in subsidiary
Current assets &long term debtor 12,801,596 1,136,000 2,582 13,940,178
Current liabilities (8,092,070) (8,092,070)
Pension liability
Total net assets as at 31March 2022 5,215,925 1,136,000 2,582 6,354,507
Previous year Unrestricted Designated Restricted Total
funds funds funds 2022
f
Tangible fixed assets 604,647 604,647
Investment
in subsidiary
Current assets & long term debtor 11,760,673 559,000 2,582 12,322,255
Current liabilities (8,227,987) (8,227,987)
Pension liability (3,140,000) (3,140,000)
Total net assets as at 31March 2021 997,334 559,000 2,582 1,558,916

)
Reconciliation of
net outgoi ng resources to net cash used in operati ng
activities
2023 2022
6 6
Net outgoing resources 4,795,591 912,561
Depreciation 98,248 94,695
Government
grants
receivable (144,998)
Bad debt provision
(Decrease)/Increase in pension liability (3,140,000) (1,640,000)
Interest receivable (236,963) (328)
(Increase)/Decrease in stocks and work in progress (675) (11,101)
Decrease in advance contribution payment to Newcastle City Council 236,418
Decrease/(Increase) in debtors (121,772) 365,184
Increase/(Decrease) in creditors (261,584) 3,800,538
Net cash (used in)/generated from operating activities 1,132,845 3,612,969
Analysis ofchanges in net cash &net debt
At 1April 2022 Change
in year
At 31March 2023
Cash at bank and in hand 8,482,424 4,559,719 13,042,143
Cash held with Newcastle
City
Council 3,189,909 (3,189,909)
Net cash 11,672,333 1,369,810 13,042,143

At 31 At 31
March March
2023 2022
6 E 6 6 6
Other Office Total Other Office Total
equipment equipment equipment equipment
Notlaterthan 1year 1,773 1,719 3,492 1,258 1,719 2,977
Later than 1 year and not
later than 5years 1,056 1,056 2,775 2,775
1,773 2,775 4,548 1,258 4,494 5,752