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2022-08-31-accounts

Page
Reference and administrative details of the Charity, its Trustee and advisers 1
Trustee’s report 2- 8
Independent auditor’s report on the financial statements 9-12
Consolidated statement offinancial activities 13
Consolidated balance sheet 14-15
Charity balance sheet 16- 17
Consolidated statement of cash flows 18
Notes to the financial statements 19-47

Restricted Unrestricted Total Total
funds funds funds funds
2022 2022 2022 2021
Note £ £ £ £
Income from:
Donations and legacies 3 83,512 817,419 900,931 1,035,102
Charitable activities 4 7,488,633 1,158,647 8,647,280 8,117,173
Other trading activities 5 - 698,353 698,353 269,152
Investments 6 - 3,164 3,164 483
Total income 7,572,145 2,677,583 10,249,728 9421910
Expenditure on:
Charitable activities 7 6,145,787 4,339,793 10,485,580 9976,703
Total expenditure 6,145,787 4,339,793 10,485,580 9,976,703
Net incomel(expenditure) before net
losses on investments 1,426,358 (1,662,210) (235,852) (554,793)
Net losses on investments - (278) (278) (946)
Net movement in funds before other
recognised gains/(losses) 1,426,358 (1,662,488) (236,130) (555,739)
Other recognised gainsl(losses):
Actuarial gains/(losses) on defined
benefit pension schemes 24 2,589,000 - 2,589,000 (249,000)
Net movement in funds 4,015,358 (1,662,488) 2,352,870 (804,739)
Reconciliation of funds:
Total funds brought forward 20,315,668 2,847,259 23,182,927 23.967,666
Net movement in funds 4,015,358 (1,662,488) 2,352,870 (804,739)
Total funds carried forward 24,331,026 1,184,771 25,515,797 23,16Z927

CONSOLIDATED BALANCE SHEET CONSOLIDATED BALANCE SHEET CONSOLIDATED BALANCE SHEET
AS AT 31 AUGUST 2022
2022 2021
Note £ £
Fixed assets
Tangible assets 12 25,051,230 25386,281
Investments 13 10,726 11,004
25,061,956 25.397,285
Current assets
Stocks 14 9,143 8,597
Debtors 15 462,862 341,390
Cash at bank and in hand 1,402,883 1.055,791
1,874,888 1.405,778
Creditors: amounts falling due within one
year 16 (1,060,128) (966,386)
Net current assets 814,760 439,392
Total assets less current liabilities 25,876,716 25836,677
Creditors: amounts falling due after more
than one year 17 (360,919) (429,750)
Net assets excluding pension asset)
liability 25,515,797 25,406,927
Defined benefit pension scheme asset /
liability 24 - (2,244,000)
Total net assets 25,515,797 23,162,927
Charity funds
Restricted funds.
Restricted funds excluding pension asset 19 24,331,026 22,559,668
Pension reserve 19 - (2,244:000)
Total restricted funds 19 24,331,026 20,315,668
Unrestricted funds 19 1,184,771 2,847,259
Total funds 25,515,797 23.162.927

2022 2021
Note £ £
Fixed assets
Tangible assets 12 21,241,048 21.805,743
Investments 13 10,726 11,004
21,251,774 21,816,747
Current assets
Stocks 14 9,143 8,597
Debtors 15 195601 128,466
Cash at bank and in hand 650,293 326.099
855,037 463.162
Creditors: amounts falling due within one
year 16 (600,944) (488,800)
Net current assets/ liabilites 254,093 (25,638)
Total assets less current liabilities 21,505,867 21,791,109
Creditors: amounts falling due after more
than one year 17 (360,919) (429,750)
Net assets excluding pension asset 21,144,948 21,361,359
Total net assets 21,144,948 21.361,359
Charity funds
Restricted funds 19 19,960,177 20.524,868
Unrestricted funds 19 1,184,771 836,491
Totalfunds 21,144,948 21,361.359

Restricted Unrestricted Total
funds funds funds
2022 2022 2022
£ £ £
Donations & grants 83,512 6,195 89,707
Parental voluntary contributions - 703328 703,328
Gift aid - 107,896 107,896
83,512 817,419 900,931
Restricted Unrestricted Total
funds funds funds
2021 2021 2021
£ £ £
Donations & grants 15,318 62,159 77,477
Parental voluntary contributions - 831,506 831,506
Tax refund - 126,119 126,119
15,318 1,019,784 1,035,102

Restricted Unrestricted Total
funds funds funds
2022 2022 2022
£ £ £
Operation of the schools 7,488,633 1,158,647 8,647,280
Restr/cted Unrestricted Total
funds funds funds
2021 2021 2021
£ £ £
Operation of the schools 7,239,467 877,706 8,117,173

Unrestricted Total
funds funds
2022 2022
£ £
Other fundraising activities 698353 698,353
Unrestricted Total
funds funds
2021 2021
£ £
Income from gala dinner 4,162 4,162
Other fundraising activities 264,990 264,990
269,152 269,152

Unrestricted Total
funds funds
2022 2022
£ £
3,164 3,164
Unrestricted Total
funds funds
2021 2021
£ £
Investment income 483 483

Restricted Unrestricted Total
funds funds funds
2022 2022 2022
£ £ £
Operation ofthe school 6,145,787 4,339,793 10,485,580
Restricted Unrestricted Total
funds funds funds
2021 2021 2021
£ £ £
Operation ofthe school 7,336,598 2,640,105 9,976,703
Activities
undertaken Support Total
directly costs funds
2022 2022 2022
£ £ £
Operation ofthe school 7,326,081 3,159,499 10,485,580
Activities
undertaken Support Total
directly costs funds
2021 2021 2021
£ £ £
Operation ofthe school 6,902,502 3,074,201 9,976,703

Operation
of the Total
school funds
2022 2022
£ £
Staff costs 5,837,861 5,837,861
Educational materials 559,402 559,402
Food & meal costs 534,207 534,207
Trips 339,331 339,331
Travel costs 274 274
Teacher training 43,958 43,958
Other direct costs 11,048 11048
7,326,081 7,326,081
Operation ol Total
the school ñinds
2021 2021
£ £
Staff costs 5.743,241 5:743,241
Educational materials 602,294 602.294
Food & meal costs 476,653 476,653
Trips 32597 32,597
Travel costs 719 719
Bus donations 27,785 27,785
Teacher training 9,416 9,416
Other direct costs 9, 797 9,797
6.902,502 6.90Z502

Operation
ofthe Total
school funds
2022 2022
£ £
Staff costs 652,650 652,650
Depreciation 665304 665,304
Governance 35,333 35,333
Security and transport 298728 298,728
Repair costs 55,045 55,045
Light & heat 197,125 197,125
Loan interest 7,096 7,096
Cleaning 125,098 125,098
Printing, postage and stationery 25,759 25,759
Bank charges and interest 8,957 8,957
Insurance 87,885 87,885
Sundries 71,617 71,617
Telephone 6,142 6,142
Recharge of expenses 741,405 741,405
Legal and professional fees 181,355 181,355
3.159499 3,159499

Analysis of support costs (continued)
Operation of Total
the school funds
2021 2021
£ £
Staff costs 492, 122 492, 122
Depreciation 629,972 629972
Governance 45,958 45,958
Security and transport 541,870 541.870
Repair costs 93,296 93,296
Light & heat 155, 127 155, 127
Loan interest 6.560 6.560
Cleaning 253,099 253.099
Printing, postage and stationery 26,257 26,257
Bank charges and interest (41,193) (41,193)
Insurance 83,085 83,085
Sundries 70,997 70,997
Telephone 21,606 21,606
Recharge ofexpenses 572,898 572,898
Legal and professional tees 122,547 122,547
3.074,201 3,074,201
9. Auditors remuneration
2022 2021
£ £
Fees payable to the Group’s auditorfor the audit ofthe Group’s
consolidated financial statements.
25,000 23,000

Group Group Charity Charity
2022 2021 2022 2021
£ £ £ £
Wages and salaries 4,923,380 4.851,143 583,963 494.054
Social security costs 428,077 399294 - -
Contribution to defined contribution pension
schemes 1,139,054 984,926 13,202 12259
6,490,511 6.235,363 597,165 506.313
Group Group
2022 2021
No. No.
Teaching 96 96
Educational Support 53 48
Administration 5 6
Premises 3 3
Management 5 3
LAJSLA 5 5
167 161
Group Group
2022 2021
No. No.
In the band £60,001 -£70,000 1 2
In the band £70,001 -£80,000 2 1

Freehold Motor Fixtures Computer Assets under
property vehicles and fittings equipment construction Total
£ £ £ £ £ £
Cost orvaluation
At 1 September
2021 29,044,454 56,175 754,069 433,660 2,177,564 32,465,922
Additions - - - - 330,257 330,257
Transfers between
classes 2,322,725 - - - (2,322,725) -
At 31 August 2022 31,367,179 56,175 754,069 433,660 185,096 32,796,179
Depreciation
At 1 September
2021 6,019,781 38,446 668,219 353,195 - 7,079,641
Charge forthe year 622,922 3,799 12,881 25,706 - 665,308
At 31 August 2022 6,642,703 42,245 681,100 378,901 - 7,744,949
Net book value
At 31 August 2022 24,724,476 13,930 72,969 54,759 185,096 25,051,230
A13l August2021 23,024,673 17729 85,650 80.465 Z177,564 25,386,281

Freehold Fixtures and Computer
property fittings equipment Total
£ £ £ £
Cost or valuation
At 1 September2021 27,590,718 498,337 5,130 28,094,185
At 31 August 2022 27,590,718 498,337 5,130 28,094,185
Depreciation
At 1 September2021 5,870,825 412,487 5,130 6288,442
Charge forthe year 551,814 12,881 - 564,695
At 31 August 2022 6,422.639 425,368 5,130 6,853,137
Net book value
At 31 August 2022 21,168,079 72,969 - 21,241,048
At3lAtsgust 2021 21.719893 85.850 - 21.805743

Investments
Group and Charity £
Cost orvaluation
At 1 September2021 10,448
Revaluations 278
At 31 August 2022 10,726

Group Group Charity Charity
2022 2021 2022 2021
£ £ £ £
Finished goods and goods for resale 9,143 8,597 9,143 8,597

Group Group Charity Charity
2022 2021 2022 2021
£ £ £ £
Due within one year
Trade debtors 23,964 19,804 23,964 19,804
Amounts owed by group undertakings - 1,594 - 1,594
Amounts owed by King David Resources
Limited - 10,155 - 10,155
Other debtors 64,484 119,617 30,789 63,915
Prepayments and accrued income 374,414 190,220 140,848 32,998
462,862 341,390 195,601 128,466

Group Group Charity Charity
2022 2021 2022 2021
£ £ £ £
Bankoverdrafts 387632 306,179 387,632 306.179
Bank loans 76,504 66,773 76,504 66,773
Trade creditors 167,940 I70,630 100,750 15,725
Amounts owed to group undertakings 43 3,764 43 3.764
Othertaxation and social security 8,401 7.976 8,401 7,978
Other creditors 126,411 5,623 5880 5,615
Accruals and deferred income 293,197 403,439 21,734 80,766
1,060,128 966,386 600,944 486800
Group Group Charity CharIty
2022 2021 2022 2021
£ £ £ £
Deferred income at 1 September2021 91,875 127,281 48,445 88,120
Resources deferred during the year 189,942 91,875 147,950 46.445
Amounts released from previous periods (91,875) (131,550) (48,445) (88,120)
189,942 87,606 147,950 46,445

Group Group Charity Charity
2022 2021 2022 2021
£ £ £ £
Bank loans 75,302 144,133 75,302 144,133
Other loans 285,617 285,617 285,617 285,617
360,919 429,750 360,919 429,750
Included within the above are amounts falling due as follows:
Group Group Charity Charity
2022 2021 2022 2021
£ £ £ £
Between one and two years
Bank loans 75,302 70,308 75,302 70,308
Other loans 285,617 285,617 285,617 285,617
Between two and five years
Bank loans - 73,825 - 73,825

Group Group Charity Charity
2022 2021 2022 2021
£ £ £ £
Financial assets
Financial assets measured at amortised cost 1,402,883 1,055,791 650,293 326,099
Group Group Charity Charity
2022 2021 2022 2021
£ £ £ £
Financial liabilities
Financial liabilities measured at amortised
cost 1.412,646 1388,158 953,462 918550

Statement offunds - current year
Balance at I Balance at
September Gains! 31 August
2021 Income Expenditure (Losses) 2022
£ £ £ £ £
Unrestricted funds
General Funds
- all funds
2,847,259 2,668,024 (4,330,234) (278) 1,184,771
Restricted funds
Academyfunds 2,031,771 7,298,128 (4,959,050) - 4,370,849
Donations - 83,512 (83,512) - -
SEN income - 130,917 (130,917) - -
Nursery grant - 59,588 (59,588) - -
Junior school prize fund 669 - (669) - -
High school prize fund 205 - (205) - -
Yavneh prize fund 2,155 - (2,155) - -
Grant of buildings and fixtures
from BSF 20,524,868 - (564,691) - 19,960,177
Pension reserve (2,244,000) - (345,000) 2,589,000 -
20,315,668 7,572,145 (6,145,787) 2,589,000 24,331,026
Total offunds 23,162,927 10,240,169 (10,476,021) 2,588,722 25,515,797

Statement offunds
- Group
-
prior year
Balance at Balance at
1 September
2020
Income Expenditure Gains)
(Losses)
31 August
2021
£ £ £ £ £
Unrestrictedfunds
General Funds
- all funds
3,321,185 2,167,125 (2,640,105) (946) 2,847259
Restricted funds
Academy funds 1,319,621 7.092,190 (6,360,040) - 2.031.771
Donations - 15.318 (15.318) - -
SEN income - 76,461 (76,461) - -
Nursery grant - 70,816 (70,816) - -
Junior school prize fund 669 - - - 669
High school prize fund 205 - - - 205
Yavneh prize fund 2,155 - - - 2,155
Grant of buildings and fixtures
from BSF 21,091,831 - (566,963) - 20,524,868
Pension reserve (1,768,000) - (227,000) (249.000) (2,244,000)
20,646,481 7.254,785 (7,336,598) (249,000) 20,315,668
Total offunds 23,967,666 9.421,910 (9,976,703) (249,946) 23,162,927

Analysis of net assets between funds - current year
Restricted Unrestricted Total
funds funds funds
2022 2022 2022
£ £ £
Tangible fixed assets 23,770359 1,280,871 25,051,230
Fixed asset investments - 10,726 10,726
Current assets 1,019,851 855,037 1,874,888
Creditors due within one year (459,184) (600,944) (1,060,128)
Creditors due in more than one year - (360,919) (360,919)
Total 24,331,026 1,184,771 25,515,797
Analysis of net assets between funds - prior year
Restricted Unrestricted Total
funds funds ñinds
2021 2021 2021
£ £ £
Tangible fixed assets 20,315,668 5,070,621 25,386,289
Fixed asset investments - 11,004 11,004
Currentassets - 1,405,778 1,405,778
Creditors due within one year - (966,386) (966,386)
Creditors due in more than one year - (429,750) (429,750)
Provisions for liabilities and charges - (2,244,000) (2,244,000)
Total 20,315,668 2,847,267 23,162,935

Group Group
2022 2021
£ £
Net expenditure for the year (as per Statement of Financial Activities) (236,130) (555,739)
Adjustments for:
Depreciation charges 665,308 629,971
Losses on investments
Increase in stocks
Decreas&(increase) in debtors
(278)
(546)
(121,476)
(946)
(4.531)
246,498
lncrease/(decrease) in creditors 12,214 (292,093)
LGPS pension movement 345,000 249.000
Net cash provided by operating activities 664,092 272,160
Group Group
2022 2021
£ £
Cash in hand 1,402,883 1055,791
Overdraft facility repayable on demand (387,632) (306,178)
Total cash and cash equivalents 1,015,251 749,613

At 1
September At 31
2021 Cash flows August 2022
Cash at bank and in hand £
1,055,791
£
347,092
£
1,402,883
Bank overdrafts repayable on demand (306,179) (81,453) (387,632)
Loan due within 1 year
Loans due after 1 year
(68,773)
(429,750)
(7,731)
68,831
(76,504)
(360,919)
251,089 326,739 577,828

At31 4(3lAugust
August2022 2021
% %
Discount rate 4.25 1.65
Rate of increase in salaries 3.8 3.65
Rate of increase for pensions in payment1inflation 3.05 29
At31 At3lAugust
August 2022 2021
Years Years
Mortality rates (in years)
- for a male aged 65 now 20.3 20.5
- at 65 for a male aged 45 now 21.6 21.9
- for a female aged 65 now 23.2 23.3
- at 65 for a female aged 45 now 25.1 25.3

At 31 At 31 August
August2022 2021
£ £
Equities 3,038,760 2981,290
Guts 618,560 421,450
Property 396,360 293.930
Cash and other liquid assets 352,320 502330
Total fair value ofassets 4,404,000 4,199,000
2022 2021
£ £
Current service cost 236,000 177,000
Interest cost 110,000 91,000
Net interest 39,000 14000
Total amount recognised in the Consolidated Statement of Financial
Activities 386,000 282.000
Movements in the present value of the defined benefit obligation were as follows:
2022
£
Opening defined benefit obligation 6,443,000
Actuarial (losses)/gains (2,802,000)
Benefits paid (58,000)
Current service costs 462,000
Interest cost 110,000
Employee contributions 49,000
Closing defined benefit obligation 4,404,000

Group Group
2022 2021
£ £
Not later than 1 year 11,187 25,699
Later than 1 year and not later than 5 years 19,939 343
31,126 26,042