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2022-12-31-accounts

Page
Reference and administrative details ofthe foundation, its trustees and advisers 1-2
Chairman's statement 3-7
Trustees'
report
8-15
Independent auditors'
report
on the financial statements 16-19
Consolidated statement
offinancial activities
20-21
Consolidated balance sheet 22-23
Foundation balance sheet 24-25
Consolidated statement ofcash flows 26
Notes to the financial statements 27-53

Trustees M G0 Bridgeman* M G0 Bridgeman*
N DTCrawley
S L Graham
AW0 Kenyon*
C W Moyle
C Kenyon-Blaney, Chair ofTrustees
*Member of the Audit Committee
Company registered
number 02076097
Charity registered
number 518325
Registered office Weston Park
Wsston-under-Lizard
Shifnal
Shropshire
TF11 BLE
Chief Executive Officer C PSweeney
Key Senior Positions C P Sweeney, Chief Executive Officer
G Williams,
Curator
T O' Hara, Finance Oificer
Independent auditors WR Partners
Chartered
Accountants
Belmont House
Shrewsbury
Business Park
Shrewsbury
Shropshire
SY26LG

Endowment Restricted Unrestricted Total Tote/
funds funds funds funds funds
2022 2022 2022 2022 2021
Note 6 6 5
Income and
endowments from:
Charitable
activities
178,805 306,358 485,163 721,198
Other trading activities 2,152,448 2,152,448 1,848,305
Investments 6 171,178 235,969 407,147 402,012
Other income 8 2 2 146,323
Total income and
endowments 171,178 178,805 2,694,777 3,044,760 3,117,838
Expenditure on:
Raising funds 1,822,150 1,822,150 1,516,735
Charitable
activities
435,020 1,760,757 2,195,777 1,694,249
Total expenditure 435,020 3,582,907 4,017,927 3,210,985
Net
income/(expenditure)
before net
(losses)/gains on
investments 171,178 (256,215) (888,130) (973,167) (93,147)
Net (losses)/gains
on
investments (670,514) (81,167) (751,681) 1,105,388
Net
(expenditure)/income (499,336) (256,215) (969,297) (1,724,848) 1,012,241
Transfers
between
funds 21 (480,065) 106,463 373,602
Net movement
in
funds (979,401) (149,752) (595,695) (1,724,848) 1,012,241

Endowment Restricted Unrestdcted Total Total
funds funds funds funds funds
2022 2022 2022 2022 2021
Note 6 8
Reconciliation of
funds:
Total funds brought
forward 17,439,536 149,752 1,121,194 18,710,482 17,698,241
Net movement in funds (979,401) (149,752) (595,895) (1,724,848) 1,012,241
Total funds carried
forward 16,460,135 526,499 16,985,634 18,710,482

2022 2021
Note 6
Fixed assets
Tangible assets 14 126,766 160,765
Heritage assets 15 8,377,942 8,377,942
Investments 16 8,515,659 9,652,341
17,020,367 18,191,048
Current assets
Stocks 17 40,020 38,646
Debtors 18 166,323 230,612
Cash at bank and in hand 873,540 1,029,784
1,079,883 1,299,042
Creditors: amounts falling due within one
year 19 (1,114,616) (776,963)
Net current liabilities Iassets (34,733) 522,079
Total assets less current liabilities 16,985,634 18,713,127
Creditors: amounts falling due after more
than one year 20 (2,645)
Total net assets 16,985,634 18,710,482
CONSOLIDATED BALANCE SHEET (CONTINUED) CONSOLIDATED BALANCE SHEET (CONTINUED)
AS AT 31 DECEMBER 2022
2022 2021
Note E
Charity funds
Endowment funds 21 16,460,135 17,439,538
Restricted funds 21 149,752
Unrestricted funds 21 525,499 1,121,194
Total funds 16,965,634 18,710,482

2022 2021
Note 6
Fixed assets
Tangible assets 14 39,693 54,372
Heritage assets 15 8,377,942 8,377,942
Investments 16 8,595,659 9,732,341
17,013,294 18,184,S55
Current assets
Stocks 17 3,356 3,575
Debtors 18 46,346 59,793
Cash at bank and in hand 4,519 178,404
54,221 249,772
Creditors: amounts falling due within one
year 19 (539,535) (313,189)
Net current liabilities (485,314) (53,417)
Total assets less current liabilities 16,527,980 18,101,238
Creditors: amounts falling due after more
than one year 20 (2,545)
Total net assets 16,527,980 18,098,593

2022 2021
Note 6
Cash flows from operating activities
Net cash used
in operating
activities 23 (1,424,816) 1,111,184
Cash flows from investing activities
Purchase oftangible fixed assets (34,469) (830)
Movement
on fixed asset investments
1,136,682 (955,387)
Net cash provided
by/(used
in) investing
activities 1,102,213 (956,217)
Change
in cash and cash
equivalents in the year (322,603) 154,967
Cash and cash equivalents at the beginning ofthe year 1,029,784 874,817
Cash and cash equivalents at the end of the year 24 707,181 1,029,784
The notes on pages 27 to 53form part ofthese financial statements

Restricted Unrestricted Total Total
funds funds funds funds
2022 2022 2022 2021
5 8 5 8
Education and Public 186,974 186,974 217,923
Grant income 178,805 61,752 240,557 424,802
Livestock 8 produce 2,549 2,549 4,038
Timber sales 5,204 5,204 17,445
Commissions receivable 49,797 49,797 58,907
Curatorial
income
82 82 83
Total 2022 178,805 306,358 485,163 721,198
Total 2021 279,098 442 100 721,198

Unrestricted Total Total
funds funds funds
2022 2022 2021
F 5
Trading income 2,152,448 2,152,448 1,848,305
Total 2022 2,152,448 2,152,448 1,848,305
Total 2021 1,848,305 1,848,305

Endowment Unrestricted Total Total
funds funds funds funds
2022 2022 2022 2021
6
Rents receivable 215,967 215,967 212,854
Income from listed fixed asset investments 171,178 19,594 190,772 188,993
Bank interest receivable 408 408 165
Total 2022 171,178 235,969 407,147 402,012
Total 2021 173,456 228,556 402,012

Unrestricted Total Total
funds funds funds
2022 2022 2021
5 6
Covid-19 income 137,233
Other incoming resources 2 9,090
Total 2022 2 146,323
Total 2021 146,323 146,323
9. Expenditure on raising funds
Fundraising trading expenses
Unrestricted Total Total
funds funds funds
2022 2022f 2021
Trading expenses 843,963 843,963 661,011
Wages and salaries 830,402 830,402 590,550
National insurance costs 50,920 50,920 39,437
Pension costs 43,999 43,999 62,821
Depreciation 52,866 52,866 62,617
Total 2022 1,822,150 1,822,150 1,516,736
Total 2021 1,516,736 1,516,736

Activities
undertaken Total Total
directly funds funds
2022 2022 2021
E 6
Preservation ofProperty 2,195,777 2,195,777 1,694,249
Total 2022 2,195,777 2,195,777 1,694,249
Total 2021 1,694,249 1,694,249
Analysis of direct costs
Total Total
Unrestricted funds funds
2022 2022 2021
8 5
Staffcosts 517,371 517,371 410,233
Depreciation 14,680 14,680 14,875
Purchases
&
Consumables 76,100 76,100 46,459
Insurance 99,742 99,742 95,596
Repairs &Maintenance 740,456 740,456 412,866
Printing,
postage
&stationery 17,294 17,294 1,380
Motor Costs 2,372 2,372 288
Professional Fees 137,856 137,856 87,302
Sundry Expenses 152,773 152,773 114,737
Property Costs 286,953 286,953 394,771
Bank charges 10,002 10,002 6,321
Land agent fees 102,808 102,808 73,917
Other accounting services 17,200 17,200 18,283
Governance costs 20,170 20,170 19,221
Total 2022 2,195,777 2,195,777 1,694,249
Total 202f 1,694,249 1,694,249

2022 2021
6
Fees payable to the Group's auditor for the audit ofthe Group's annual
accounts 15,500 15,000
Fees payable to the Group's auditor in respect of:
All non-audit services not included above 3,000 2,200

Staffcosts
Group Group Foundation Foundation
2022 2021 2022 2021
5
Wages and salaries 1,301,398 1,066,098 470,996 375,248
Social security costs 82,039 62,322 31,119 22,885
Contribution to defined contribution pension
schemes 59,255 74,921 15,256 41,419
1,442,692 1,203,341 517,371 439,552
Group Group
2022 2021
No. No.
Charity 14 12
Trading subsidiary 83 65
77
Group Group
2022 2021
No. No.

Plant and Motor Fixtures and Office
machinery vehicles fittings equipment Total
8 5 5 5 5
Cost or valuation
At 1 January 2022 1,314,582 42,100 207,549 137,240 1,701,471
Additions 34,469 34,469
Disposals (25,264) (25,264)
At 31 December 2022 1,323,787 42,100 207,548 137,240 1,710,676
Depreciation
At 1 January 2022 1,159,491 38,742 205,233 137,240 1,640,706
Charge for the year 63,376 2,686 1,533 67,595
On disposals (24,391) (24,391)
At 31 December 2022 1,198,476 41,428 206,766 137,240 1,583,910
Net book value
At 31 December 2022 125,311 672 783 126,786
At 91December 2021 155,091 3,358 2,315 150,755

Plant and Office
machinery equipment Total
5 5 F
Cost or valuation
At 1 January 2022 485,571 137,240 602,811
At 31 December 2022 465,571 137,240 602,811
Depreciation
At 1 January 2022 411,199 137,240 548,439
Charge for the year 14,679 14,679
At 31 December 2022 425,878 137,240 563,118
Net book value
At 31 December 2022 39,693 39,693
At 31December 2021 54,372 54,372

16. Fixed asset investments
Listed
securities
Group
Cost or valuation
At 1 January 2022 9,652,341
Income 190,772
Cash withdrawn (575,773)
Net revaluation (751,681)
At 31 December 2022 8,515,659
Net book value
At 31 December 2022 8,515,659
At 31December 2021 9,652,341

Investments
In
subsidiary Listed
companies securities Total
Foundation 8 8
Cost orvaluation
At 1 January 2022 80,000 9,652,341 9,732,341
Income 190,772 190,772
Cash withdrawn (575,773) (575,773)
Net revaluation (751,681) (751,681)
At 31 December 2022 80,000 8,515,659 8,595,859
Net book value
At 31 December 2022 80,000 8,515,659 8,595,659
At 3'I December 2021 80,000 9,652,341 9,732,341

Names Company Holding Included in
number consolidation
Weston Park Enterprises 01970692 100% Yes
The financial results ofthe subsidiaries for the year were:
Names Income Expenditure Profiti Net assets
5 5 (Loss) for 5
the yearf
Weston Park Enterprises 2,152,795 (1,879,677) 273,118 537,654

Stocks
Group Group Foundation Foundation
2022 2021 2022 2021
6 6
Raw materials 40,020 38,545 3,356 3,575
Debtors
Group Group Foundation Foundation
2022 2021 2022 2021
5 6
Due within one year
Trade debtors 104,684 145,450 12,368 12,957
Other debtors 33,017 44,557 33,017 44,557
Prepayments and accrued income 28,622 40,595 961 12,259
166,323 230,512 46,346 59,793

Group Group Foundation Foundation
2022 2021 2022 2021
6 8
Bank overdrafts 166,359 166,359
Payments
received on
account 260,180 235,547
Trade creditors 266,045 174,775 «9,074 57,054
Amounts
owed
to group undertakings 64,121 117,858
Other taxation and social security «7,299 81,908 9,632
Obligations
under finance lease and hire
purchase contracts 5,188 18,106 6,188 18,106
Other creditors 7,573 5,659 75
Accruals and deferred income 291,972 259,868 175,186 120,151
1,114,616 776,963 539,535 313,189
Creditors: Amounts falling due after more than one year
Group Gmup Foundation Foundation
2022 2021 2022 2021
6 5 6 8
Net obligations under finance lease and hire
purchase
contracts
2,645 2,645

Balance at
Balance at 1 31
January Transfers Gains/ December
2022 Income Expenditure in/out (Losses) 2022
8 8 6 8 6
Designated
funds
Lady Anne Fund
- Ongoing
maintenance of
Memorial
Gardens 129,504 (9,795) 119,709
Arts Council 28,932 (28,932)
129,504 28,932 (38,727) 119,709
General funds
General Funds-
all funds 400,943 2,646,251 (3,544,180) 469,310 (27,676)
Fund B-
unrestricted 590,747 19,594 (95,708) (81,167) 433,466
991,690 2,665,845 (3,544,180) 373,602 (81,167) 405,790
Total
Unrestricted
funds 1,121,194 2,694,777 (3,582,907) 373,602 (81,167) 525,499

Endowment
funds
Endowment
Fund A 4,044,693 79,777 (168,077) (307,392) 3,649,001
Endowment
Fund C 2,760,386 54,824 (133,324) (211,606) 2,470,280
Endowment
Fund B 2,256,515 36,577 (1'78,664) (151,516) 1,962,912
Heritage Assets 8,377,942 8,377,942
17,439,536 171,178 (480,065) (670,514) 16,460,135
Restricted
funds
Kickstart 2,738 (2,738)
Historic England
-Roof project 149,752 167,437 (423,652) 106,463
St Catherine of
Alexandria
restoration 4,630 (4,630)
IRONMNGRS
GUIN
Coalbrookdale
Gate 4,000 (4,000)
149,752 178,805 (435,020) 106,463
Total offunds 18,710,482 3,044,760 (4,017,927) (751,581) 16,985,634

Statement offun ds - prior year
Balance at
Balance at 31
1January Transfers Gains/ December
2021 Income Expenditure in/out (Losses) 2021
8
Designated
funds
Designated
funds
Lady Anne Fund
- Ongoing
maintenance of
Memorial
Gardens 136,788 (7,284) 129,504
Arts Council 126,645 92,507 (219,152)
263,433 92,507 (226,436) 129,504
General funds
General Funds-
all funds 360,154 2,557,240 (2,855,203) 338,752 400,943
Fund B-
unrestricted 507,887 15,537 (21,628) 88,951 590,747
868,041 2,572,777 (2,855,203) 317,124 88,951 991,690
Total
Unrestricted
funds 1,131,474 2,665,284 (3,081,639) 317,124 88,951 1,121,194

Endowment
funds
Endowment
Fund A 3,682,746 78,162 (177,762) 461,547 4,044,693
Endowment
Fund C 2,472,227 53,420 (80,420) 315,159 2,760,386
Endowment
Fund B 2,033,852 41,874 (58,942) 239,731 2,256,515
Heritage Assets 8,377,942 8,377,942
1S,56S,767 173,456 (317,124) 1,016,437 17,439,536
Restricted
funds
Historic England 25,000 (25,000)
Severn Trent 5,000 (5,000)
Kickstart s,ege (s,ege)
Historic England
-Roof project 243,200 (93,448) 149,752
279,098 (129,346) 149,752
Total offunds 17.698241 3117838 (3.210gee) 1,105,388 18,710,482

Endowment Unrestricted Total
funds funds funds
2022 2022 2022
6 F
Tangible fixed assets 126,766 126,766
Fixed asset investments 8,082,193 433,466 8,515,659
Heritage assets 8,377,942 8,377,942
Current assets 1,079,883 1,079,883
Creditors due within one year (1,114,616) (1,114,618)
Total 16,460,135 525,499 16,885,634

Analysis of net assets between funds - prior year
Endowment Restricted Unmstricted Tote)
funds funds funds funds
2021 2021 2021 2021
Tangible fixed assets 160,765 150,755
Fixed asset investments 9,061,594 590,747 9,552,341
Heritage assets 8,377,942 8,377,942
Current assets 149,752 1,149,290 1,299,042
Creditors due within one year (775,963) (776,953)
Creditors due in more than one year (2,645) (2,645)
Total 17,439,535 149,752 1,121,194 18,710,482

23. Reconciliation
of net movement
Reconciliation
of net movement
Reconciliation
of net movement
Reconciliation
of net movement
in funds in funds to net cash flow from operating activities
Group Group
2022 2021
6 8
Net
income/expenditure
for the year (as per Statement of Financial
Activities) (1,724,848) 1,012,241
Adjustments
for:
Depreciation
charges
67,595 77,494
Loss on the sale offixed assets 873
Increase
in stocks
(1,374) (14,621)
Decrease/(increase) in debtors 70,994 (82,393)
Increase
in creditors
161,944 118,463
Net cash provided by/(used in) operating activities (1,424,816) 1,111,184
24. Analysis ofcash and cash equivalents
Group Gmup
2022 2021
6 8
Cash
in hand
873,540 1,029,784
Overdraft
facility repayable
on demand (166,359)
Total cash and cash equivalents 707,181 1,029,784