Chariry r¥EJslr&iion number 1004122 Company rewstr￿10￿ number 02590621 (England artd Wu1¢51 MERTON MUSIC FOUNDATION ADDual report financial statemeats For the year ended 31 A￿Ell$t 2022 Pages for filing with registrar MERTON MUSIC FOUNDATION LEGAL AND ADMINISTRATI%￿ INFORMATION Tru5tee5 EdwaTd Hi¢knian Rowena Maybury Ian Bond SaDtha Vobye Emma Trti'elyan Nicky MO￿an Sebasiiao Joncs Manish Solanki Kinosley Green Mia Liyanage (Appoillied 3 October 2022) (Appointed 3 Ociober ?02? (Appoinied 3 (kiober 2022) (Appointed 3 Ociober 20221 Secretary Mr L Me￿ha￿ Charity number IIKb4122 Compmlly number 02590621 Rtgisttrtd offl¢¢ clo MenoD Abbey kh(￿1 High Path London SW192JY Audltor WSM Advisors Limi*d cont￿et House 133-137 Alexantha Road Wimbledon London SW19 7JY MERTOIS MUSIC FOUNDATION CONTENTS Page Chaimwi's siaietnenl Tn]siees' re¥KPrt 3- 15 Stat¢m¢nt of trustees. Tesponsibiliiies Inde[￿dent auditorfs report 17- 19 Statement of financial aciivities 20 Balance Sheet 21 Sthtsm¢ni of¢ash tIow5 22 Notes to the financial stalemcnts 23-32 MERTON ML'SIC FOUNDATION CHAIRMAN'S sTATE￿IE[sT For the )ear ended 31 Allgust 2022 ChaTrr's Introdllction The 51art of ih¢ acade¥nic Ye￿ matktd MMF'S fornial move io our The￿. l&)me ai Merton Abbey Primary S¢hool_ The school has b¢¢n able to offer accomm￿atiOn for our oifice5 and m￿SiC cenirt acriiiiies and the MMF communiry is enjoyin¥ being Iherc_ As part of ihe agreemeni the core ieam is Jni'olied in leading school musit aciiviiies which 15 supponing pllpils and sraff io explore a music curticulum and access 10 ihc art5. Sepiernber ?021 a150 saw the N'rry w'elcorne rcnErn of ItN'e music acr055 MMF_ The transition was roynplex wllth restriction5 around large group5 and neryO￿ne$S singing acti￿tleS. Imt after a considered start M'ere ablc io enjoy our fJT5t coniert5 at Christmas with capaLity deiJ"ghied audicntts. We w¢re deli¥hi¢d lo be &8ked by Wimbledon college lo take ov¢r the tunnioo of tbeir Saturda) tnusic schotsl which bad been suspended after the pandernic. It opened in Septembei 21 and by Ihe eJKt of the academic year had l 00 young people taking lessons ai (he new C￿tre. We also opened Soundwave on ihe Mitchatn side of th¢ knrough for DJ and mrable classes which I￿ building llp in number5. MMF remains ai thc forefront of cultyral aciivity across the borough. We ￿￿Tk c105ely with OULsianding local art5 pr￿￿'iderS and praciitioners - New Wimbledon TheatrE. Polk& Thtraire, Wirnbldon JnteTnational Nlusic Festival. Crow Lane Studio- and extensively with l(ul charitable and amate4]r mu51c-jT￿7￿g groups. We Work together to provide high quality arts ¢XP¢ri¢Df¢ts. to ovoid duplscaiion and to tneei arHI respond to l(d txetd. Later in Ihe year we were able to deliv¢[ a rdn¥e of prujttts wiib ja￿ at th¢ LinwlD Cettter musician5. Singfe5t involving 17 5choo15. Sound ConstTUCtion 2nd partnership work with Polka Theatre. Menon Library service. Bookfest. Wimbledon Commurtity ChonLS. Wimbledon Choral S(Ki¢ry and > very welcome JN)st-CoTrid return to the Wimbledon Tenni5 Championships with the Senior jazz 3fLd concert batkd ensembles to en*nain ¢nthu5iastsc ¢ft￿ds. The pand¢rnic had impttcted hll8ely on the number5 of young pwle taking lessons and numbeT5 were 902 ai the cnd of the aLademit year Iihat number wa5 a steady recovcry ns¢ thtDU8h the previous year). Dwsng 21-22 numbers Idespii¢ ihe start of ihe intlaiionary period froTn FebTuary onwards) incre&sed to 1395. Thi5 was a I￿n￿able achievement in the fa¢e of challeThging circumstaD￿. Schools remain our key fw15 and aitn05t all PTimanes and secoDdaries b￿crIti¢d from our Scbool Music Educatio Plan. Relaiionships with sch4)015 Temained strong and we delivered 49 whol¢ ¢lass miiion projects Teaching aTound 3.000 hildren. Support for teathers coniinued wtth regular t￿lY rneeiirtgs attd 35 schools participatd in an MMF led project and 65/0 of pritnary schools joined the SLA. We were pleased to have a panicular fiKu5 on Equality Diversiry and Inclusion during the year. This way of wewing and analysing MMF activiry has enabl￿ us ￿ fo¢us on puttin8 the needs of undEr-rrpTESfflted groups at the forefront of our Work. Thi5 has involved a tn￿[¢¢ boatd pmfjle and forned the ba5i5 of our ￿[ultment strategy. We are pl￿ed to r¢]x)rt that for September 22 the tnLsiee board will k more represenlativc of our lool coJJJmuThity after a 5ucce5sfv1 re¢nLJthient proce5S. The Youth Council has grown in reach and confidence aThJ organtz¢d an all4ay event at the South Wimbl¢don M￿le entre for a wid¢ Tange of young people to come logether and make music and then perfonn #t the end io an audience. They meet regulaTly and share their minute5 ￿7th the senior ieam. Young r*ople have a150 been encouraged io Lqke on mentOT]rtg roles aTJd supp)rt their Duke of Edinburgh awords with M￿SiC centre xtivity. The work an)und our vision and valu¢5 has b¢¢n devel(4￿￿ aTMI strengthened by Tcgular whole staff review5 which are built into the MMF regular meeTing cycle. D￿ld]"llg priorities and TeviewiDg progress towards targets is a whole tEam responsibility. We also introduced a W0￿forCe satisfaciioD survey wbirh we run EerInly and rtpon on in the tlexi meeting and with updates and actions. We are proud io suppon young people *ith financial assisthnce from many diffveni sollrces. Our trust fund. London Music Fund, a bequest and donattons forni the basis of Ihi5_ We liaise with knial setvices ro support ChTrldren who are looked aftrr and WOTk wilh parents and carers who rnanage their child's personal budget u> provide appropriate tuition. MERTON MUSIC FOUNDATION CHAIRMAN'S STATEMETr4T {COP4TINUED) For the )'ear ended 31 August 21122 On a personal noit. I would likc to thank all our slaif and tutors for their on-qoing dedicaiioJJ and enthusiasm in prTrvidin¥ youn¥ people in Menon with such a wid¢ ran¥¢ of music exjxriences and pariicipalion opwrn]niiies. This has shone through in particular wilh the resiarttng and building up again of servic¢5 Tnvsitral experiences rK>5t-pandemic. I would also like to thank St¢N'en Morary and Michael Collins for th¢ii valuknlt support and input a5 Tn]ste¢s over many years before stepping dow'n in ?0?? We have welcomed four new, TnJstee5 10 the Board and I look fonvard to working with all my Trustee collea8ues in building on MMF'5 tremendous track recoTd in the coming ye&r and in future. Edward Hickman Chairma Dale.. MERTON MUSIC FOULIDATIOY TRUSTEES. REPORT {1￿cLUDING DIRECTORS. REPORT) For the )'ear ended 31 August 2022 The ItUSlee5 are pleJ5ed to presenl their atmual injstees rerM)rt iogethcr with the financial s￿1¢[￿￿115 ()f the cliariiy lor the year endinb 31 Aubrust ?0?? whtLh Ire also prepared io meei the requirements for a direciors, repon and accounts for Compantes Aci purposes. The financial siai¢Tn¢nts COTnpIy WTth the Chari11¢5 A¢1 2011. the Comparties Aci 2(M)6. rhe Nlctnorandum and Articles of A$5wiation. and Accounting #ttd Reporting by ChaTiiies." Staiemtnt of Recorntnended PraLiiC¢ applIcable to charities ptepanng Iheii acLDUnts in accurdancc with the Financial ReporttDn Standard applicable in die UK 2nd Republic of Ireland IFRS 10?) leffedive l January 2015). The legal and adniinisiraiive infornation S￿ our on page I forns part of this yelwn. The uusiees who seTred during the j'ear noied on page l. Chariiable objtctivt .Merton Music Foundation IMNID protnote and Sup1￿ hi8hcst quality n]usic ed￿ation forALL. Our churttublv objrctiir is To GdvttNte mtL¥tr edtscrtiion wtihtn llframe*vrkofthe urtslor thr beprefIi ofiheptsblic of the LL)rtdoii Boroiigh ofmerton elSeWhe￿-. MTrIF's mission is io encourage participation. enjoyrnent and achievern¢ni by pmviding the highesi qualiry learning opportuniiies in rnusic and the performing arrs. The vision that shapes our annual activities is based on rhe a5pirairon5 of the National Plan for Music Education The ImJx>rrance of Music,. Published in November 2011. It sets oui th¢ GoveTnmeni's ￿lsiOn for music education to ¢nabl¢ hild￿ll frotn all barkgrounds and every part ofEtkglattd to have the op[￿llnEry to learn a tnU5ical ir25trutnent; to ake music with otheT5." to leatn to sirtg 2nd to have the opp)rnmÈty to progress to the next l¢v¢l of excellence. Music Education Hub5 Merton Music Foundation is the lead patkner for the Merton M￿$1¢ Education Hub. part of a llatiODa] network of music educatiot) hubs established in ?01 ? Music Education Hubs art a vital part of the Governmenvs National Plan for Music Edu¢aiion Plan. which resulied from a Ihorough review of music eth￿1110￿ underEaken by Darren Hrnley in 2011. The Hub receives funding direcily from Art5 Council England on behalf of the tkpartmffli of EduoiLOn. m￿￿1¢ Hubs have a retnit to fulfLI four core roles and thrce ¢xLen5ion roles ith thedelivery of music educaisoll". Core Roles Flrst A¢ttss- Ensure thai every child aged 5-18 h&s the op￿rt￿lity to learn a mllsicol insmjment {other than voitt} through whole el&ss ensemble (eachin8 pro8ramine5. En$¢mbles- Provide oppornjniiies ro play in ensemble5 and u) perforrn froTn an early stsge. PrDgression - Et)sure thai clear progression Toures are available and affordable to all young people. Singing- tkvelop a sin8in8 siraie8y that every pupil 5ing5 r¢guJarly and that choirs and other vocal tttsembles are available in the area. Esten5ion Role5 Continuous Prnfessio￿a1 Developmttyt- CPD for 5clwol 5tsff. particularty ill sUpr￿)rtin￿r schools io deliver mthsiL lrt ihe CULTiculum. Insirnment Hltr- Provide 2n insinllnellr loan service. with discounts for those on low incotn¢s. LiTr'e Music Opportunities- Provide acce55 ￿ 18rbke scale and high quality rnusic experience5 for pupils. wotkin¥ w'ith PTof¢s5iona] m￿SIcia￿S and I'enues. This will include undertaking work to publici5e thr opp(>Ttynities a%'ailable 10 Sch￿Is. paren￿carerS and 5mdents. MERTON MUSIC FOUNDATION TRUSTEES. REPORT (1￿CLL'D1NG DIRECTORS. REPORT) {CONTINLEDI For the )-ear ended 31 August 2022 'OrkIn￿ in p4rtner5hip The ¢hariry's hvb programme is a collabcntion berw¢¢n key Ii>cal. regional and national music and arts organisaiions working togeiher 10 create Joined up. high qu311ty tnU5ic educatton in and out of school. The key overridins aims of our partnerships coniinue io be io bn)aden aDd iocrease the opportunities for Music aking for all children and young ￿Ople in Ihe reworn rcgardless of rheir backgTouDd or ￿￿50￿￿1 circuIn51ances'. to ayoid duplication. make deci510tis ott Ihc basis ofneed and ts) taÈ5e th¢ standatds tslmusic provL510tL to the highest leve15 FK>5sible. Ollr p2nners during the 2021 ￿?? financial Jear Ineluded Crown LaTre Studio. Merton Children. Schools and Families DepartnienL London Miistc Fuft(L JaTL ai Lirtcoln Certier. Wimbledffl Choral SocieN. Wirnbledon Comrniiniry ChonLS. Sonoro Chaniber Choir, Wimbledon College, The Shenvood l&bundu'aNti. Si John5 ChuTch. Kings College School (Fab Projeal. Polka Theatre. Wimbledon Intemarional Festii'dl. New WiTnbledon Th¢atrE and Changing TTrck5 IED&T Music Education Lead), OT¢h¢strn of the Age of Enlightenment.. The chatity Is also atk aLiive member of the South West London Music Educaiion PartheThhip, which c(Trllbists (Trf the MLLSIC setviee> Df Croydoo. Houuslow. KiD8SiOJL MerLoJL Riclunond. Sutton and Wandswonh. Dtllvery Executiv¢ re5pon5ibility for delivery rests with th¢ Chi¢f Executive and the Srnior tzadet5hip Team, madc up ofihTe¢ r￿l-ti]ne employees and one part-iittje empltsyee of the Foundation aLd 10 whom all oihtr employees retx)rt eiitser directly or ittdirtt(ly. MMF aims io achieve the highest quality seThice provi5Lon by s￿ving to provide the besi opportunities in which to encourage learning Thnyjgh the National P18n's Core Ext¢nsion roles. Building effective and secure pmer5hips is critical to our eth05 of devel(ying sustainable snvsic education provision within the region. Ai th¢ hvrt of this d¢v¢lopttJ¢nt is the M¢rton m￿siC Education Hub, which buil ott the existing stn]Clure of lotal, r¢gional artd naiional partnerships and lever5 in support for the charity's various educaiion activities. VoluNteer5 We work ¢los¢ly with o¢Jr parettis. charity the Friettds of Merton'syoung MusiciaDs IFMYM). The Friends meet regularly to adminisrer the affairs of thehr charity. to arrange fundraising events to support the work of Merton Music Foundation. and to help wilh concerrs and other eN'ents provithd by our charity. Ovcr the year5. FMYM'S fund raising ha5 enabled us to buy Instrumen￿ pwrhase sheet Tllusif for our groups. wovide coachtng for events like Music 15 for Life and Music foryouth fr5Eiva]s, and 5UPEK>rt th¢ provJsTrtsn ofoversths tOUT5 for our 5¢niorYouih Music groups. FMYM 5UCC¢S5fuily fimdraised thrwgh a'5FK)nsor a piano key, ampaign to raise £20k for the purchase of a newyamaha gjand wano and U3 UPTight piarto for Music Centre and t¢aclLing use just allead of the pandemic. Ov¢rthi5 Post paudemi¢ year have had few OpFN)tn￿1I1ts fDr fundraising and an). pThKiical activity. although they remain in r¢gular supwiv¢ contsrt. Ov¢r Ihis last ye8T they have re-e5tablished the Saturday Café whjch J$ a w¢lcoming s￿la[ space fot MMF families and is income generati￿. and have pl￿ged funds for a new middle years weekend activity and a wbs]"dy towards th¢ setiior oveT5eas tour in 2023. Ensuritsg work eontinues to deliver our eharit*ble purpose W¢ review ollr am$. objectives and activities annually through our Business Plan arAI regular reEXlrting to Arts Council England. The miew examines our achieNernenrs and the outcomes of our work over the pasi twelve months. IL also looks ai the 5ucce5s of Vdch of Ihe National Plan's Core and Ellensi￿ role areas and the bcnefits that have been brought io lh¢ Narious group5 ofp¢opl¢ we ￿1)rk with. The review also help5 U5 eD5ure that our aims. objecti&es and aci¥vities remain focus¢d ow stated charitsble pUT[￿e. We have ref¢￿ed ￿ the guidance contained in Ihe Chanty ComrntS5Jon s general ¥uidanec on publLC t¢nefiiwh¢n revi¢th'ing our aim and objectives and in deciding whal &ti¥Jti25 ihe Lhariry should undertake for the following finat5Lial ytar. MERTON MUSIC FOUI%DATION TRUSTEES. REPORT (INCLUDING DtRECTORS' REPORT) (COYTTNL￿D) For the )'ear ended 31 August 21122 (h'er the eourse of the YEar￿.¢ haye had te￿lY whole sraff TeNiews atrtsss the organisaiion. of our SMART iargets and thrce year self-impTOI'emenl planning. Thi5 has enabled us ro embed ourvision and laluts and place Iliar ai Ihe nr¢ of our charitable endell￿.￿￿rs with inv¢sIm￿l Jn our websiie, io make this more publicly tran5paTent and visible. Publit Btllefit The Trustees Dt'merton Music FO￿￿all0￿ havc cornplied the dury in seaion 4 of the ChariticsAct 2011 to have due regard to publiL bert¢fit guidanre published by the Charity Con]mission. The Trusices believe thai th¢ organisalion conform5 readily to the publie benefit requirements of Ihe Charity Commission. The reasons for this belief are thartrteri2¢d by our charirable objective.. "To (7dvGnce ￿￿1( ediicaiion ii'iiliin afmmeMvrko}"rh* ortsfor ihe benefit o[Ihgpublic olilTe Loiido Borough 0/￿Se[la￿ uird elsewhejv". which cleaTly d¢Tnonstraks publie benefit in advancing and promoting the importance of musiL tdllLatiott. The advocacy work Ihat M.MF is of po*niial benefjt to all 1ndl￿d￿al$. $Ch￿lS and lis partnetship organisaiions. by helping to rieale a learning ¢nN'ironmeni in which live music making can flourish and be available lo panicipanis and audiences in the I￿3] cotnmunity that the thariry 5¢rves. The key focus for MMP5 WQTk.' music educaiion through a framewofk of the arw arc both defined within the Charities Aci ?006 as charitable aciivitie5 ar￿ a5 5urh both directly benefit the public. The main athvities of the charity. and th￿t we try io help. those for children and young people In ond around the knndon B(>rough of Merton to wltom we atm to pmvide m￿sical Op[￿￿tieS of the higbesi Standard. All the Foundation's prtsj¢cts are centercd on children and young people. some ofwhom are Thard io Teach., have additional needs. disadvantaged background5 or challenging C1￿UM513[K¢S. Finan¢ia] 455i5rance 15 not ju5( limited to smdents offamilits who qualify fortssis12nce from the free school me21s criteria. The Trt￿te¢S recogn15e that smden15 frorn families whose income Is oThly 8 little aLN)ve the level to qualify for pupil premiurYLlfree school meal￿specIfiC benefits. but have io coniend with the hi8h cost of living in Londort, &rtd over these last y¢aws. the impact of Covid 19. utay also require SUp￿rt frotn MMF'5 Trust Fund and other tunds. Applications from su¢h ¢hildtEn and young atE looked upon favourdbly. Financial a55iStance in membership olMMFs Merton Youth m￿le activities and part¢tpaiitig in its Inusi¢ making a¢iivitle5 15 conSide￿d in all caKs of individual har&hip. The Trustees have therefore Satisfied thetns¢lve5 thai Merron Music Foundairon meets the public benefit reqllircments and they confirm that Ihey ha￿.¢ raken due re8ard of the Charity Comrnission's general 8lli(fance on public benefit. MERTON MUSIC FOUNDATION TRUSTEES. REPORT (INCLUDING DIREcfoRS' REPORT) (CONTTNUED For the >ear ended 31 August 2022 Athievements erformante Th¢ follow'itig sunvnary prob'ide5 an overview ofour aehievements and against the Naiional Plan lor Music Education's Core and Extension Role5. The inforniation is from ourArtnual Daia Remm io Arts Council England foi the 202112022 academic ytsr_ The impact of CQVID-19 and the resllltaftt netessjty for an extraordinary patt of change and development in the organisaiion ovcr Ihc preNious ycar continued in 20? li20?? MMF moved fomally 10.Menon Abbey Primary School in Sepicmber 21. Thi5 ￿l(￿ation ha5 enabled u5 to expand at]d develop in many differeni areas. 1£&8on nutnbers have increased be£auseof greater capariiy at th¢ v¢nuc ttrtd we knad rhe flexibility of 11siniT (he church nexi door for addiiional rehrarsal and conr¢rt space. As patl ofour partnvrship with the School we are payin¥ a Tnuch-rcduccd r¢nt and delikeTin¥ luiliotL acrnss the school includiiig a nurture group. Core team. stlld¢nts. ttLIOTS. trusi¢es. pareEJts and visiiots all rewrt that this is a much happier and suirable envtronmeni than ollr previous accomM￿latIon which h&s the added advantag¢ of IKing in the cenrre of the borough and on all Mertoll major iranspon links. Embedding OUT Vision and Values 5ratCTncNt so that it 15 a IiviTtg pl¢dge wjd T￿ just a website sts*ment has been an orgJnisational pnority and this commitment has diTectly fed into c*trwork ar￿￿d Equity. Diversion and Inclusion and underpinned the CPD traitting over the year for all SLqff. Th¢ SLT facilitated a pnxess of organi5ational 5¢1f-¢valualion and improvetneni pla[￿l￿g Ln order 10 turn the words of n¢w Vision lo actron. We Feviewed tefined and develojxd the Nelve three-y&qr organisalional goals. which are further broken down into twelve prioriiies for the academic year. Each goallpriority diT￿llY ielate5 to on¢ of the three rnain aim5 as Sei oiit in our Vision and will be supported by a d¢failedA¢iion Plan all staff being part of the review proce&s. We also added an anonymous iemily staff well-beirtg Su￿eY 10 betLer undersrand the nttds atld feelings of the MMF teatn with reglllar feedback of the findings and the follow ￿ actions. In pardllel to articulating OUT Vision. the Senior Leadu5hip Tearn has add¢d aTr 0([dition￿ mLddle leadership w)st of Musical Pathway5 L¢ad¢r to cornpl¢tFwit the new roles established in the preiiolls yearrelating io the priorities set out in th¢ Wi$ioTh atound Equaljry, Diversity and Incl￿10￿ and I￿ality of Learning. We established a new Sanjrday m￿]¢ C¢Trtre * Witnbledon College ￿]ng thEif wuw*-buili music facility. By the end of the year there were TKaTly I¢M) pupils att¢ndJ"ng Jndividual le$50ns and IL had blos￿Med into a thrivin8 mu5ic41 community. Lesson numbers incre2sed from IXM) in September ￿ 1334 by the end of the thmic year which was a remarkable achtevcment as after Covid (which impacted so strongly on tuition) ￿¢ headd inLo a [￿lL¥j of ¢conornic unceTtainty in Spring 22 and were concerned that affordabiliry of tuilion would bc affectej and parents would not be able commit to lessons. Mindful of inflatioTh we incr￿￿ (tts by c.3Y• rather thon the inflation rdte foT 22123. We were delighted to welcotne a Kickstart young p¢tson io join th¢ tran) oo a 6 mothth wigoment who suppTrned with filming and creating digital resources. The newty estsblished Youth Council organiscd their fitstbig evetht in March 22 which involved an 211 age ensemble day wth small and large ¢T￿ble r¢heaT5als and a group pfornianc¢ th an at th¢ en The digital survey carried out with our 7 SW London partners Tt&ealed signifwt daLI about what young people think about online mu5ic-rnaking and we have made a joint application funhtt fimd]"ng io develop a resource website for young people in 22-23. 950/0 of I￿al maintained ￿h0O15 w0￿¢d with MMF on core roles suprM>rted ty the hub's SMEP ISch¢M)l Music Education Plan) and Sin¥in¥ Strategy with 51Q/o of schools receiving b￿b-[ed or sllpponed WCET progrdmmes. An inrredible effort was made to ensure this leN'el of engagemeni following the th'sruption of COVID. MERTON MUSIC FOUNDATION TRUSTEES. REPORT III%CLUDING DIRECTORS, REPORTI ICONTINUED) For the >'ear ended 31 August 2022 The hub als() engaged w5th a numberof non-nMin*ined l¢Kal schools. iDcluthnq [A￿d￿n Acorn School via a WCET project. Kinbts CollcbJC School b'ia a partn¢rship Proj￿1. Libeny WLNMJland school staff trdinillgy and an5 projects. Maryrttouni trniernaiioNI SLhool & Ursulitte Pr¢p via I￿stT￿l￿¢ll￿l iuriion proi'ision. The Senior conLerE band andjazz band were delighted ￿ b¢ in%it¢d ba¢k ¢0 t1￿ IN'imbl¢doD Tennis Champion5hip5 to entertain ih¢ crowds ah¢r Covid on semi-fjnals davs. We We￿ pl¢a5¢d ro be able lo offer SingFest again after the covid lniemipitL￿. 17 5th￿1$ fearnring 641 stngers and 13 communit>. ¢hoir5 tnade up of 3(K)+ singer5 were involved in the ftstival based in Wlmbledon and Miicham. CORE ROLES l. First getess WCET MMF experienced a significant incre&se in demand forwhole41ass from s¢hools. particulaTIy for General Mu51cianship teaching acro&s muliiple year groups. Schools began to perniii lls to reintroduce WCET brass and woodwind projects. 49 projects were delivered across 22 Merton schools. Challenges iticluded Inrr¢asing itL5¢wtncntsi Stocks Kn schoo15 UY Mini[￿ sharing of illStrUTnents and recrntring and Tnaintaining sufficient suitable siaÈTJng io meet the demand. The ongoing itnp3¢t of COVID on staff health and wellbeing a150 P05ed challenges Ihroughoui the year. Howei'er, we were able 10 sllccessthlly Increase piovision in line with local need. me¢tin¥ c. 3000 ¢hildr¢n &'ia bU￿1¢d WCET. This increased reach into local schools throughout (he year prompted grearer disC￿$S1On and sign-up ahead of the 22.?3 academic yrJr. During ?l-?? MMF was still battling to r¢-¢stabli5h in-P¢T50n tuiiion iTr schools and dealin8 Wth the eapacity Jmplicatsons orcovtD recovery. Coniinulliion was a 51gnificant chall¢ng¢ thi5 year owing to the impact of COVID. All delivery in the previous year was adapred io online l General MusiciatLship m(xte15 with very little ins¢nun¢nral provi5ion- particu13rty for brass and w(K¥Jwilld. We were once again able LO include xh(K)l-led I hulFsuppDrtd WCET data and ¢n5¢rnble inftsrnation in our r¢turn thL5 year, following the resumpuon of(bese aciiviues by sCh￿[S atler lockdowns and MMF regaining th¢ ¢apacity lo effectively track thL5 infortnauoD. There has continued to k fijrther developTnent aTDund a holistic offerto schw15with MMF activity JD every year group- a major financial and organtsaiional commitsneni from some s¢hoDlswho Ixlue musit as part of the fabn'c and culture of th¢ school. Thts Tn￿1 is working very successfully ai The Sherwwd itt MLrcbam. The rr￿SItIOn back w In-perS￿ teaching starting in Sep*mbeT 2021 w&$ a complex and multi-faceted operaLion. A huge. coordinated ie&m-effort a¢ross MMF $￿ff. nitots and ￿h{m)I colleague5wa5 necessary to ensure the practicaliiies of resuming trdching safely. Use of a range of digi1315y5tetn5. iNcluding the websiie. live foTm5 and databa5ing software was vital as w'as the rapid artd frequertt exchange of infoJmaiion betww stakeholdeT5. We w0￿d ¢vn$idcr the operauork to have a major success ￿Ven the cballett8es ptesetttrd by thLS difficuli sitiiaiion. MUF experienced a significant increase in dernand for 7AthoIe-cl&￿ prnvision from local schools. p2rticlllzrly for General Musicianship teaching acr055 JTNliiple year groups. Schools kgan to pernii us to reintroduce WCET brass and woodwind proje¢ts. 49 prtsje¢ts were deliv¢rEd across 22 Meru)n sch(y)Is. In th¢ summer temi we re¢rui¢ed a fulliirne member of staff to start in Sepiemkr 22 to be restMTrnsible for delivering the musi¢ ¢urri¢ulum and gtheral mu5ician5hip in schools as a result of the increased requests from schools during this academit yrar for a music specia]isL We ￿￿lled an additional tniddle management t￿1 ID Apnl 2022 10 le4d on musical pathways and progression to SUPPOn rhildr¢n into M￿S1(al learning a5 part of flrst acc￿ aDd are planning ￿ deliver e4rly years activities next academic year. MERTON MUSIC FOUN'DATION TRUSTEES, REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) For the year ended 31 August 2022 2. EDsembles MMF a range of ensembles as part of lis Music Centre offer. Although graieful to be ￿nlling live rehear5a15 a￿￿1n ¢h¢re were challenges in September ?1 as we followed disiancing guidance. Thi5 Involved using ihe ¢hvr¢h next dwr (additional expense) for the large concert band and itnpacied on sleu'ards andstaff trans￿rtIng equipmertt 2nd suwising students_ HoweveT. we able to offer ChnstTha5 concerr5 u'iih a capacity live audience Thhich was very pleasing. Rehearsals N'ere also shorter and colder- one hour rehea￿15 We￿ wi 10 50 minuies ts) enable rooms io be quickly aired and all ensembles were Lcd in rooms with the doors and windo4% open. Nujnbers in all enscmblcs w'ere low'er than preQovid limes. li sttmtd that over the extended Covid period rhatYP had1051 lh¢ habii of beinn in an ensemble and confidetlce ro take part was re(hJced. During th¢ year ThumbcT5 stsbilised but there is furtherwork to do on this 2Y23 to Erf)ost meinkr5hip. All ensembles had a sp¢¢ifi¢ ¢one¢rt 10 work iow'ards- lh¢ Young Voices sang ai the packed paniomtnie and Singfesr, the guiLqr and strinq ensembles presented a Jane Austen coneert in pannership with ihe library service and (hen were asked to repeal li for Il'imbledon BookfesL The senior Coneen andJaEz Bands resumed Iheir N'enry plus year tradition of entertaining Ihe crowds ￿ the WiDibl¢don Tenni5 Championships and played at a n¢w venue. the R¢gent5 Park Bandstand to a big audie￿¢¢. A new Music Centre cla￿es. programm¢ ¢s￿b]IShed at Soundwttve deljverirtg DJ and Music ProductlDrt lessons to grow)s of c. 8 pupils as well as l-l leaching. 3. Progressh)tt We continue io signwsi locally to communtry music groups and promoie local perforniing opportunities to young p¢opl¢. The National Plan for Music F.ducaTion protnot¢s the imporrance of every Child beThveen age 5 and 18 having the rhance io le#m a musical instrwnent an￿Or sing through strurfured a¢iivitse& As part of thi& there is a strong cmphasis on musical progression all children regardless of background havisJ8 the oppornmity to sin8 and play in larger ensembles, every school Providing singing OPFd>rwnities and aspiring rowaTds hal'ing an orchestra OT large-scale ensernble. This year we have again continued to r￿u5 on str¢ngth¢ning these progression routcs wthin our OP¢rntions area. Thi5 has includcd.. Offering remission offees schemes to suptx)rt parenls on low I[Koll￿ (106 ditectly from the NIMF Trust Fund and otha5 through ihe London Music Fund and (Mher award5). Continued developrnenl of enhan¢ed besp)ke whole tla&s projects in reS￿nSt to sch(￿] requests. Stspporting schools to itnplem¢nl their music ¢utriculum advit¢and $llp￿rt with the New Model CuTti¢ulum for Music. MMPS Creative Direcior is writing Sound Ideas. a new Programme of Study to support KSI and ? curriculum delivery which includes clear progression dOcumen￿'ho￿ 10, 8uiifjes. practical acrivities. video and audio resources. Working with the srttial schoo15 and the Orchestra of ihe Age of Enlightenment to promote inclusive Tnusic making actiVili¢s for children with additiona] n¢ed5. Two pnmary 5th(M>15 and two specia] schools presented a p¢rforn]ance of the s￿]fiCallY devi%d 'King AnhuT' proj¢ct ]nvolving c.150 young p¢ople. ContÈnued relationship ￿7th Witnbledon Con]munity cho￿￿ and signp05ting to l(Kal Music groups suth as Wandle Band and Witnbldon Community Orcht5tra lo provide a pathmay itllo adult learning. Supw>rting pupi15 to make appli¢aTJons to juniorctytsetvatoites artd ￿atsOn￿ youth ensembles including NYJO and the National ChildTen'5 OTchestta. During the y¢aT pupi15 w¢re entouraged io take a nnge of virnJa] exams #nd we had a cohort of nearly l(K pupi15 taking face to face Asso¢iated Bo8rd of the Royal S¢h(N)Is of Music exwns IN the summer tem l(X)°/o success rale. All pupils We￿ ￿¢0￿nged to ￿￿ornI in regll12r termly's￿lI18ht. con¢erts ￿h1¢h were oversubscribed. TuloT5 werc supported to keep sn close coniad with pupils and liaise with the core team to share SUCLesses and reTK>rt ¢oncem5. We continued to support paT¢nts and pupils with guidance and with appli¢ations for higher education. We en¢ourdg¢d old¢r pupils io volunteer leg DofEI and rnenror in yTh]mgergroups and thai resumed in Ihe summer t¢rm. Primary music co-ordinators continue 10 be supponed ladkice. reperloire. Djior timel to establish school- based ensembles for children to consolidate and develop skills. MERTON MUSIC FOUNDATION TRUSTEES. REPORT IThCLUDIiIG DIRE(TORS' REPORT) ICONTINUED) For the }'ear ended 31 Allgust 2022 Rebwlar tJLwsleller5 to k¢j ￿￿O￿￿'aUdIenCes. sIgnEM￿lIn￿r I￿9] families with children leamittu) with us io MF aciivities and local arts ¥liviii¢s. Ongoing SUp￿rt of Wandle Band and Wimbledon ComTnunrry Orck5tra prtskid¢5 an instrnmental parhway into adull learning. As part of our support of young people with additional needs. the MMF Chief Execuikv¢ suppotts wtOT5 and teachers with adi'ice. r¢source5 and Signtx)￿ing io further training. Coniinued partnLT&hip and consultsiion with our parents. association. FMYM io fundraise. promote and 5UPPOrt evaluation of MMF actlY111¢5 and toute5 forprogre55ion. To 5UPPOrt YP fmm ￿'hOle ila55 fiT51 a¢r¢55 expeTi¢nce5 into tUiliLTrn and on to an eniemble we havc created new post ot'.8 Musical Paihw'ttys Leader￿d appoinied in April .22. The team mcmber has been involv¢d in an analysi5 of current prO￿li1VIl, demosraphics a]]d l(ul need and will l¢ad (ID I￿pIC￿e￿IlnUF new wurk in EY provision. nunure group illierventiojjs atml outr1￿Ch. particularly M'ith Iixdl s￿1￿[ housin¥ providers In auth]mn '22_ 4. Singing str•t¢gy Most schools wcre ketn to re-establish sjnging. although there Still some reticertcc in the autumn ierni hampered by th¢ ongoing challengcs ot'covid at thc of the academsc year. HO￿¢V￿. there was a styong take up of pro]￿ts with a singing focu5, including.. SiDg Ouiside110 Schools. 21MkF KS2 song l¢aJ¢r5) Sound Cons¢rnciioTr Choral l Art projed.. 10 Sch￿[& 520 KS2 YP Jt Takes A Vtllage song *￿ting Yidc05 used by 14 sch(M)15. 728 KS2 YP Let Freedom Swing IALC concerts.. ?7 groups from 14 schoo15. 738 childTen aTtd 99 stsff . MeTnber5hip of Young Voices 8rew o%'er the yw and wa5 back to 40t Membe￿ by Summerterni. Very su¢c¢s5ful perforTnances ai SiThgFesi and at Nwf (Panto opening Gala) Polka Resouthd gaw¢ 3 p¢rfortrJanc¢5 over the year120 singers aged 4- 861 40 members of WCC perfomjed at Chti5ttnas. ai SingFest and in June. when they premiered Peie Churchill's sp¢cially cotrunission¢d'LiviDg Memory. Sin¥f¢5t 2022 wa5 a hu¥e Success wilh partieipaiion from.. sall￿day SF.. Over sittgets from 13 conJnutiity 2JJd youth choits. S¢h(y)15 SF.. 641 siDgu5 from 2 special schools: 3 SCCODdary:12 primary and 3 Secondary schools enga8ed with SingFest for th¢ first lim¢ Thts w'a5 an encoura￿Trg number of evenLS with a high level of panxcipaiiott othd creates a basis for stronger choral pattrership development in 2022-23. MERTON MUSIC FOUN'DATION TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (COYTIliUED For the )'ear Ended 31 August 2022 EXTEI'SIOY ROLES Continuou5 profe5StoDal dcvelopment ICPD I. CPD- Schools 3 CPD tneeiing5 were held oi'¢r the year online for Pnmary and Secondary Music CLN)rdinaior5, alongside bespoke session5 for teachers requested. In-￿TSOn mod¢l teaching. TnU5iC audits and staff INSET w¢r¢ delivtrcd dunng in sei'eTal Pn"mary bchoo15. MMF also delivered training kn Wand5wonh NQTS. SLA $Lh[￿lS havc r¢ceiTr'ed besp)ke 5uppoQ rang￿9 (n)m m(Klel iexhing. staff ￿SET. adi'ilc un developing the cumculum lincludittg the Model MuslL Curriculutnl, Pr(>grafftwes of Stud)., progression and resources audit. MMfr"'s Menon TeaLh¥YS Facebook grnup was exiensively used ￿ di￿eMinate a wid¢ ran¥e of onlille resources thTOU4yhour rhe year. 2. CPD- Tutors The Middle and Senior leadership ieams offered ongoing infomial advitsl guidance to thtor workforce. Intensive IT support w'as b*ven w'hen Speed Admin (the n¢w 50ftware system} was impl¢m¢nt¢d at the start of the acadetnic year. Support provid¥d 10 tUlOT5 leadinglcfrleadiug Merlon Youth m￿5￿¢ eDwbl¢s and extra litne given for online preparation. The focus widening repenoire choiL¢s a5 yan of fvLMF'S ED&I commitsn¢nl ha5 been productive process and a profe5sJonal learning opportunity for all mctnbers of Ihe community. Insinlmental meetiTtg5 M'ere held re8ularly. fornjally and 'drop in. se&qiiJns lo suptM)rt tutor5. J. High Quality Musical Experiences The start of the a¢adrtNTrr year offered only a f¢w oppxtuniues for Conce￿ and cve]ts because of Covid restrictions. However. it was a delight to prt5ent live Christtnas t￿certs with a capacity awlien¢¢. Afterthat a5 restrictions wer¢ lifted w¢ deliver￿.. Ytswig Voices sang ai the New WiTnbleth)n Theatre pantomime and wtiCiEVdted in Sin8Fest 17 Sch(K)Is t￿k pan in Singfesi Guithr and String Ensernbles presented a Jan¢ Austen themed concert for th¢ Merton Librdrie5 service and again as part of wirnbI￿on Bookfe . Let Frccdom Swing work5bops with m￿le]anS fiun the Linco]n Cemeriti New YoTk127 groups from 14 schools) The senior Conctn atsd Band5 resumed iheir ￿enry plus yw tsadition of enten￿ning the f¥Dwd5 at the Witr]bl¢don Tennis Championships and played at a new vettlle. th¢ Rcgents Pth Balldstsnd big audience. Regular Music Centre end ofiemi ¢onc¢rt5 The next Roya] Albert Hall concert will b¢ in March 2024 4. Hlre We continued to pro￿ld¢ I￿Struments for all the In2Mu51r prOj￿ts and (o hire out instruments for tndivxdual lessons. The Hire Operations and C¢ntre5 AsSiSL￿t role bas been ¢￿i￿lded and has Itd to a CO￿p]ett Tefresh of the illstrumental stock m2nagetnent dnd hire process. The move ￿ ncw pretnises has enabled itnproved storage and org?anisalion of irtsrnlln¢nts. All instrumental stock on site ha5 been tesLed aod I￿OrdS upla¢d. N¢w partnerskn"p with I(￿al Tnusic shop. Sutton Music Centre. h&$ Proved very successful. MMF receives preferential PTicing and a diswullt I deliY¢ry scheme for its pupils. New darabasing system has imprO￿d ￿1k-h]re pr￿e$S forw￿ ithstrnments enablirtg more accurdte trdcking and analysi5 of stock availabiliry. c.270 instruments were on hire by 8uardian5 at any tirne during 21-22 ￿7th insknents beIng returned, replaced or upgnded on a continual basis. Child￿ll and young people in rt¢eipt of financial assistance hired c.30 instnmKrts ai a t¢mily sub5idizd £15 fee. Thc additlOT1315t74ffing capaciry eJJabled us to me¢1 thL"S itjcrease in demand from 2￿21 successfiL]ly. ¢.920 WCET instsuments were issued to schools. 10 MERTON MUSIC FOUNDATION TRUSTEES, REPORT {IliCLUDTNG DIREcfoRS' REPORT) (CONTINUED) For the year C￿ded 31 August 2022 5. School Music Education Partnership ISMF.PI We continued to Work positively with all stskeholdcrs. ralkin8 to head reach¢ts and the LA officers. Undersianding the Ider borough school sitt]ation and Ihc focus on supporting young people bxk th ttt-tKrson education w'a5 a key p of our vn¥uing Telationships w'ith sch¢x>ls in the autumn term. Developing the School Music Edueaiion Plan is part of our remit Io WOTk ¢1￿ClY with all Schools 10 5UPPOrt pupils. musical expetiences bt)Ih wiihin and kyond schixbl_ Schools catt become SLA partners and 30165°/ol of l(Kal primary joined this auive Co￿llnu￿1ty. This supwrtive network share resources. me¢t in clustcr gToup5 to discuss ¥(*xt practice and u5¢ MMF as a soundinn board for ideas. projcci opponuniii¢s and ¢xtensi(H] ¥tiTrities. SLA m¢Tnb¢T5hip ¢ntiTles schools io tttcess Ih a day of CPD sup￿rt. *rmly TKtwork medings for Music Coordina￿T5. a￿TE￿i￿allOn tts a-Mo%'ing Music Forward. school including ¢ertiliLare and footer logo, Music Mark SLhools membeiship and pretereniial pricing for hub events. concerts and t[2￿1n8. The SLA was introduced in 19-?O in Te5[￿Tr5e to the withdrawal of all funding from Ihe LA and local Schools. Forum. Merton schools had acce5S to 9 bespoke arts and Tnusic ptojetts organised byth¢ hub in 21-27 with 630/0 of maintained primary schools engaging l¢asl one of these opJx>rwniiies. Partn¢rshlp detyelopment Mernbers of Merton Music Found21ion's Senior Leadership Team have continued to meet fomially and inforEnally with all of its Hllb pajtrers over the yvaT io ensure thar the f(ws foi all atriviiies is clearly e5rablished and targeted where appropnate. The focus for our hub wotk 15 on developin8 connectivity with 5¢1ecied paftners who can strengthen and broaden lh¢ reach of our educalion work and avoid duplicaiion. NfMF has ¢ontinued io develop. build and maintain effective partnwships W'ith a wtde range of l(Kal and natioDa] p•trers. Our Strong Sollthwest London Music Ethicaiion Hub Partne￿hip gtDUP bad grwML c105er during lockdown and although those restrifflions eascd we continued our two weekly online merfing5. We bid jO￿￿Y io Music Mark for funds io und¢r5tand Yon¥ Peoplt's Expenence of making M￿siC in lockdown and are using the research ¥¢n¢rated to bid to develop a joint digi181 strategy wilh inpui from Ihe music ¢ech industyio then be adapted locally in our areas. Active partner5 included: Polka Theatre. New Witnbledon Theatre: Crtswj Lan¢ studio," Jazz Ai Lillco]n Center Wimbledon Choral SLKi¢ty' Wimbledotl Cotnmunity Chowus: Sonoro Charnber Choir- Wimbledon College- The She￿OOd Isoundwave).. Si John'5 Church.. KiDgs Colleg¢ S¢hool IFAB jaTL prnjeci): Orchestra of the Age of Enli8hienment {SEN sch￿1 proj¢¢ts) WImbledoo IntematM)tMI M￿$1¢ Festival Sigmfi¢ant i]ew partnership developments.. MMF h&$ W0￿ed c105ely with Changing Trn¢ks and embraced Music Mth'5 Talk intoA¢tion pledge We have b¢rtefitied from partnering with B13ck Lives in Music ro better urKlersLand issues arowid inclllsiv¢ recnEiimenL Working with them the ￿ordIng of adverts and applteaii￿ f0rn5and procedures. We 1ri211ed thi5 successfully for our Mwsital Pathways ap￿Intment in April 22. By the end of ihe summer temi we had received soThe 5tron¥ diverse tnLSttt applications for inteTVi¢W in Sq)lember ?? MMF has also 5igt2¢d ISM-MU Joini of PracibC¢ al￿ emb¢dd¢d pnn¢ipl£s inTO its EDI Action Plan and Policies. MERTON MUSIC FOUI%DATION TRL1STEES' REPORT (INCLUDING DIRECTORS. REPORT) {coiYrtNUED) For the )'eAr ended 31 August 2022 The n¢w panner5hip wilh The ShetW(MxI s¢hotsl ai our Soundwave Music Cenwe continued 10 develop throuuhout 21-2? We have worked closely with I￿￿] sth(M)15 10 esthli5h attd develop conlefftporary provision ai this fl¢d¥lin¥ c¢nir¢. New. partnership wilh Clanon Housing sUP￿rted delivery of a new Stng (￿tsIde KS2 Song Leaders programrne. PanneT5hips with Sonoro. WCS atjd WCC cxpaMl￿ as joint fundin8 bids with MMF PTOS'ided additional project fund5 and professional expertise. Developing relarionship with Lifting Limits, *i(h whtsm we inThd TO develop and deliver a composition and ￿rfor[nanc¢ projeLI focused on 'Change' in 2022-23 Clos¢ dev¢loptnenr ￿Ork w'rth Crow'n Lane Srudio regarding acce￿]ble online music technology edueaiIon artd ¢raining resources. Plarlned devLlopmetti to include wid¢i partner5 w protlioie pathways into the musiL industs)'_ The move 10 MertottAbbey has enabled MMF io be a fvll panner in a ￿h0o] cominllnity. ￿'e hawe Iniegrdted into the Irfe of Ihe school 2nd they irt turn art v¢ry rnuch part of MMF actiTrity. We led a school siaff samba band Ih#t ￿rfOrMed for children and parenrs. supp)rted an outside concctl eveni and many sraff are now taking sub51dised InsmuTrental lesson5 wirh u5 when we take the buildjng over in the ek'enings and ar weekends. Tt promtsits an in¢lusiN'¢ artistic communiry that Ihe CYP (who are from challenging ctrcumstances with a high l•'¢l of Jdditional needs ar¥J FSMI can stt as swJpTrrtive, &spiratioThal joyable. Three tnemb¢rs of the NIMF core team ￿ea￿t arts aword asses50r5during the year and we continue io be Arts Mark partnus. The MMF Youth Council is rurr¢nily working lowan15 an arts awardas part of their development a5 a bryoup d individua15 involved in music leadetship activity 14 schools lo¢ally participaiing in Ans Mark process. New secondzry schfx)I Instnjmental provision ¢stabli5hed ai Raynes Park Hi8h School. St MaTks CO￿AcadeMy, HarrisAcademy wimbled￿ and Harri5 Academy Merron Tria a mix of sCh￿1-funded artd guardian-fimdedactiviry. Close links develo1￿d all 4 %hools tomanage ongoing S￿b51dY and iimeLibling arrangeTrJents. New￿h0O1-pay5 hourly rdte Created io facilita¢ this. On-going 5*￿Itive ￿[1110￿$bips with LBM officer5 and Merton Head Teaeh¢rs l¢.& through sch￿]5 Forum and Hub meetings). Con¢inu¢d dev¢lopmcDt of panttership with Polka Th¢atsr ¢0 deliverintergenerdtional choral acriviiies throu¥h Resound choir. Cortutsued patthe15hip with Blucs and Roo15 EThsemble. Wllnb1ed￿ Itttematiojlll Music Festivaj. Witnbledon Communiry Chorns Continued strdregic links with Ciowrt Lane Sthdio. to as515t in the d￿elOpment and delivery of a r2ng¢ of projects and ihe produciion of resources for proje¢ts It￿ curriculurn sUp￿}rt. Continued partnership with the Orchcsrra of the Age of Enlight¢nmaJt and Special schools. MMF has ontinued to develop and evolve new project work with the OAE. fimded by Youth Music. to build on the sustained a¢tivity of the last 8 years the SEND SCh￿)IS. Continued 5UPPOrt of 3 rotrununity music-tnakitlg groups. IWllDbledoll Community ChoTU5. Wandle B￿d and Wimbledort Cott]munity OrctL¢strd Ilelldiug of music. professioDal services of CrrdtIv¢ Director to conduct WCC, sha￿d perfonDanr¢ opwrtuniti¢sl. Continued ¢lose partnu5hip wiilt SWLMI EPwith two weekly meetings kn shay g(KKI prdctice. a li5teniDg ear and act as a supp)rt ￿e￿oTk. Joini applicaiion was successful ￿ sO￿d cont￿CtionS foryouth Voice research In￿ the experience of digital leaTning on young people across SW LAmdon. Music tetbnolo£Y in textbing •nd l¢*rnlDg Th¢ developmeni of Music Productiim and DJ PTO¥lSlOn ai the rtew Soundwair Music Centre has resulted in in¢rca5ed core-5taff knowledge of practiL21itits and pedagogy of this area of mustc technology. The appointtnent of an experienced mtor and trial sessions in ¢ollaborntion with 8 DJlturtttsbli5t during the spring terni were successfully piloted and tuiiioo was establi$h¢d. We purchased new DJ equipment and Soundtrdp licenses and discussed with The Shcrwo(Ml Sch￿)1 aF#)UL launching MMF'5 fiT51 Music Produciion WCET programme in ?2-23. 12- MERTON MUSIC FOUNDATIO TRUSTEES, REPORT IINCLUDThG DTRECTORS, REPORT) ICONTIYLED) For the year ended 31 August 2022 D￿ring Ihe summer ierni. we broughi in a nev4. databasing system ready for invoicing ahead of ?2-23 Autumn T¢m). Implcmeniation was 5ucce&sful. with pa51 data surc¢55fully Irdnsferred and snaggTingT 155U¢5 re501ved. Traininb Tnaterials have been di55erninaE¢d ￿ th¢ tutor leam along w'ith ongoing corc stsff iraining and stsTrdardisaiiott. The new database provides increased access ro lesson and iirneiabling dats for the CO￿ l¢am. schools and parenr guardians artd gimplifies the tUlOT pa). claim Process. The digitsl iimetsble also Increases transparencv around mi5S¢ made-up lessons and associaied Credi￿1r¢funds. The new daiabase includ¢5 comprehensive re￿￿l￿g featur¢5 and good use of ihis has alreody been made ro beller under51and data and trends u> identify poteniLal aieJs of growth. Significant continued d¢veloprnenl of the hub w.ebsite htts irtcluded developll￿n10f th¢ existing >chools page to iDcludt a CPD off¢r, ¥rtrdiion of lideo conieni lor sch￿] CPD. pare]IL'guardian and pupil incorniaiion and actessibilily Ls well as promoiLon of thc hub s aciiviues. The Vision and Valu¢5 stsrerneni and 0￿￿￿TsaIlo￿dI irnprovement / a¢tioTh planning diKuments are rtow shared via the website to increase transwarenry and tttctsuniability. Neu. inclusion page signposts the htsb's EDI Aciion Plan and Policy &% well as its pllblie commiimenis io EDI and parrnerships. Funher development olihis page iii the fuwre will include accessible routes of enry io musical learning and increased 5JgniK)stin8 of the hub's SENDllnclu51N'e provision and offer. Development of new Whal'5 On, drop down menu and tem datrs oveTr'iew' pages io support signposting to paren@guardian5. Incr¢as¢d use of Ali Texi for images and con5ideraiion wven to ￿'ebsite accessibiliry with further plans for de¥¢lopmeni in this area in 22-23. The SWLMEP digiial survey with funding from Sound co[￿e¢ll0n￿lmuS1cMafk was estsblish¢d lo under5ta]]d Ihe ¢xp¢rience of YP l¢arnIn¥ an inSlTumenl duTtng I￿kdown. We conllnissioned Soundrastle lu llndenake the research and to present a repon to be used as a baseline for fimher work around d¢v¢loping a digiral strategy across SW IA>ndon. Thls w511 thke place in the 22123 yw. The MMF core leam tI￿sitiOned to a blendcd WOTkin8 pattern irnplernenting fil¢ s￿rag&Shar￿n8 and internal eornmunic81ions via Microsofi Teams. Significani sthff training in this #rn r¢sul*d in high leve15 of sraff engagement and us¢ Tesuliing in increased pr(KJuctivity across th¢ otW115ation_ In adth.iion io this is Ihe ongoing production of new teaching videos on n¢w CPD arra of the website. attd the continued of Trxdw)ok glo￿5 and Dn)pbox lor Merton Music Teachers. P1&Tr5 for the future Our operational plans forthe coming year are flexible and reswm5ivc. II is a Telief th t￿t have to actively manage Covid miitgations. but we will rnonitor the 51tuatiotJ and should rtstriciions arise we will liaise with paTthcr5 and tollow besi Practice ai the time. Ha￿1￿8 develoFfd systems for deliverirtg serviccs onltne and remotely we are confident that we could tTan5ition b￿k to that model quickly and slleccss￿ty if nece&%ary. ber priorltles In¢lyd¢: Workn"ng with SW Lottdon MLLSie Edu￿100 Hub PartDcf5bip colleague5 to prepare to bid &s a joint Hub Lead Organisation io Arts Cout)cil England. To continue 10 work with a wide rdnge of parth￿5 who bring be￿rit M￿sit education actÉVltie5 for yourtg people. Contirtue io embed the new MMF Vision and action plwj. regularly targets and achievernents. Tu diversify the offer to young people as a rtsult of listening io theirviews aLyTrui music via the year5 fv8 borough wide music survey. To supFrf)rt the development of the MMFYouth CoLknx¢iI by bw"Idingon the results of the survey they conducted with tnember5 and addressing theirrequests. Embedding an Equality. Diversity and Inclusion aLIL()n plan and ￿)lley- talk in to action. Further deVelop￿¢￿t of the chariws Math*¥emcni Board 10 ￿ller refleci the cotlltnunitics we seTV¢ i Merton. Conlinuing to di%'et8ify the tore and wtor ￿￿TkfOrceS. 13- MERTON MUSIC FOUNDATION TRUSTEES. REPORT (TNCLUDING DIREcfoRS' REPORT) (coNrt¥UED) For the >'ear ended 31 AUg￿5t 2022 Flnaneial reTrie The principal movemenis in Intome EspenditUTe TreR: ITt¢om¢ frorn ihe year inereased by Iif/ts on the prthriou5 yvdr ￿ leswn5 picked up followin8 ease of restri¢lion5_ Turnover Tose from £1.071.130 (0 £1.273.215. The ci)re C￿an1 from Ans Council fell from £?50.339 10 £247.72? a d¢cr¢as¢ of jThsi over l°/o. As ineome rose. the overall eX￿nd]Nre of the charity ￿treased alsq from £1.065.725 to £1.248.172. in°/0 tern￿ a rise of 170/. The surplus of the ¢h2riiy fos¢ frum £5.405 ID the previous year Lv £25,043 in the cwreni yffar. The rise i lessons during Ihe year w￿r ttfl¢ctd in this achieved surplus and preseni enc4)ur2¥Kng signs vf sustained growth going (orward. FlnaneiAI poslifott at Y￿r-end. Thc nei a&8ets of Ihc cha￿ry continue io increase and ￿'ere £239,692 at the year*thd. Of ihis £226,719 were unre5tTicied funds, 95Q/D of10￿1 futtds. RestTtct¢d fund5 did noi change durin8 Ihe yetsr. Th¢ CUJTenr nel assets of the Lhariry eotjiitiue tts itJcrra5¢. rising from £173.963 ro £204286 ￿￿rill8 the current year. an increa5¢ of 17/0. Bank and trdsh balances mse by just over 1% from £310.874 to £315.477. MMF tonlJnue5 lo 501idify its balatlce sheti. StrnrluTe? governance managemeTrl Covernlng dtstllment Merton Music Foundation is a charitable cotnparry limitrd by guarantre. i￿Orpo￿￿d on 12 Mar¢h 1991 and registered a5 a chariry on I I Sepiemter 1991. The company wa5 ￿lablished under a Memorandum of Ass(￿lation, which establi5h¢d the objeffls and rK>wers of the charitable company and is governed under itsArticles ofAssociaLion. None of the tsustees has any beneftcial inierest in the company. All of the Irt￿¢$ art Tn¢mb¢T5 of the c(Trmpany and guarantee to coniribuie £1 the •'¢ni of a winding up. The TTU5te¢s, w'ho are also the direciors for the purry)se ofcompatry law. andwho scrved durin8 the year 2nd up 10 the date of sigttawre of th¢ financial SLqieTnents were.. Michael Collitts Edward Hickman Rowena Maybury lan Bond Siephert Moran Sandra Vogel Emtna Trevelya NiLky Morwi Sebastian Jones Manish Solanki King51ey Green Mia Liyanage (Res]￿ed 3 (knoF*r 2022) {Resiglled 3 (kiotA¥ 2022) {ApptsiTJ¢￿ 3 (ktob¢r 2￿12) {AprrfTriD(ed 3 Ociotr*r 2022) {Appoinred 3 (ktober 2022 (Appointed 3 (kiobcr ?0221 14_ MERTON MUSIC FOUiNDATION TRUSTEES, REPORT {tNCLUDJN'G DIRECTORS. REPORTI (coYfiyLED) For the )ear ended 31 August 2022 Trustee iThduction and iralnkng New truste¢ induclion InLludes briLfinu thetn on theii ILgal obligaiiotL5 under clllrity and cotThpanv lam,. Ihe content ol the MemoTalldum and Arricles of A$￿¢73[10￿. the commiuee and de¢JsJon-making processes, the busine55 plan and recent financial perforniance of Ihe thant).. ihe induciion process. Ihey tneei key employees and th¢ other trnstees. All In￿teL5 are ¢ncouraBed 10 attend appr(yriate extemal trdintll8 eN'tnts to develop their und¢T5tartding of their roles as In￿￿¢S. New tnjsiees are also giN'en rel¢i"ant documeniaiion including rccenE IM[￿r￿n¢ dotumthitation on Tnusic educarion, martagemeni financial reports, meeting mtnuies and r4)PLes of the chariry'5 artnual Reports and finarFcial staternenis. RtlJtEd p*rdes and cHipeTation with otbey organisations MMF works c105ely w'i¢h th¢ Fnends of Menon's loun¥ usicians IFVYM) (Charity No. 274493RI. FMYM is (he parents, as50ciaiion for our MJ usic Cenire aciii'itse5. *hich are based at th¢ Chaucer Centre. The Chief Execuilve serye5 in an ex-officio non-i'oting capaciry on the mana8emeM commiti¢e of FMYM. Org4nls*tltyn Th¢ Board of Trustees meets teTrnty ttTr TtJan&8e the affairs of the charity. The Board consisted of nine direcu)r5. from variety of professional backgrounds, who are re5ponsibl¢ foi the overdll strategic direction and policy of the charity. The Chief Exewlii'¢. mand¥es the day-io-day O￿altOn$ ot the charity. ar¥[ as delegatrd authonty, withttt ternis of delegation appruved by the trusie¢ body. for operaiii)t￿l matier5 includitig f￿anCe. ernpltsymeni and artisiic related R15k Thllnagcmtnt The TTUSittS have a risk tnankgemeni p)licy. which comprises an annual review of the risk5 the charity may face and establishe5 SyStvn5 and proce41ures to miugate th05¢ nsks identifie(L Health & safety child PTOt¢¢ilo The health aDd safety of staff and students togdh¢r with child proi¢ction are primary concems to the TNsiee5. Mu51¢ Centr¢ rllatJag¢rs alld other k¢y undertake f￿$1 aid and fir¢ tnatsbal training and ail staff are aware of th¢ir own duues alld r¢sponsibilili¢s for health and safety iS5U¢S. Merton Music Foundaiion adopts the current Child Pr￿eci10￿ Tequirem¢rtts as sei OUT by the Home Offiee. Prior to the ¢ommentement of work enhanced DBS checks take place for a]1 new stsff u)gethcr with at least two Satisfactory references and intemew. DBS'S ate rechecked fLY all staff and trt￿tteS every 3 yeaT5. Audltor In accordan¢¢ with the compan￿S articl¢s, a resoluuoD pro￿$1ng thJt WSM Advisors Limited be reapw>intcd as auditor of the ¢ompany will be pui at a General Meeting. The tsustees, repffi was approved by th¢ Board of TTullee5. Edward Hiekrn811 Trustee Dated.. MERTON MUSIC FOUNDATION STATEMENT OF TRUSTEES, RESPONSIBILITIES For the year ended 31 August 21122 The Tnjstees. who are alw ihe director5 of Menon Music Foundaiion for the puyw)5E of company law. are reswnsible for preparingr the TrustC¢s' Report and the f￿ancial siaiements in accordance with a￿liLable law and Untled Kinbydom ALcouniin¥ StsndaTds IUnst¢d Kinudofft GEn¢T￿{yA(C￿ted Accouniing P13ciicel- Comparty Law Tequires the TnLsrees to prepare fLnancial stsiements for each financial year whicli give a true and fair iew of thc state of affairs of the chariLqble company and of ihe Incoming resources and application of r¢sources. including the incon)e and expendin]re. of the charithble company for thai yeaT. In preparing these financial 5tat¢m¢nty the T￿s[ce5 are required w.. 5eltc( suitable accounting polLClts and ¢hen apply th¢m con5iSt¢DLIy" - obsme the methods and pnnciples In the Charittcs SORP: - make judgements and estimates thai ar¢ r&isonabl¢ and pruden( - state whether applicable UK Accounting Stsndards have followed sulyect io any rnatrrial departures disclosed and Explaintd T￿ the f)DJn¢ial stai¢m¢nts: and - prepare the fjnancial sratement5 OD the going concern basis unlus li is inawJowtate to p￿suMe that tbe charithble cornpany will cotLtIDU¢ in op¢iaiion_ The TnLsiees are responsible for keeping adequaie accounting records that disc1￿¢ with r¢asoDable aceutacy ai any Lime the financial posiiion of ihe charitsble company and enable thetn 10 ¢rtsurt tha the financial sratements Comply with the Companies A¢1 2006. They are also resp)nsible for safeguarding the a&*ts of the charitsble company and hence foT kittg reasonable steps for the preTr'enLion and d￿e￿i0￿ of fraud and other irregularitie5. 16- MERTON ML'SIC FOUNDATION INDEPENDENT AUDITOR'S REPORT TO THE TRUSTEES OF )IERTON MUSIC FOUNDATION Opthion We have audiied the financial 5ratrmeRts of Merton m￿￿1¢ Foundation lthe'charitable company'l for The year endd 31 August ?0?? which compTi5e Ihe 5ts1ement of financial ociiviiies. the balance shteL rh¢ stsierneni of oa5h flow5 and notes to the financial $thi¢ments. Inrluding signific?ni accouThring tK>Iici¢5. The financial ieporting framework that has becn applied in thcir prepttrniion is applicable law and Unii¢d Kingdom Acrounirr]g Standards. Ineludin8 Financial Reporting Standard 10? The Fi￿OI[C1171 RepOrtI￿g51￿nd￿￿ Gpplicuble in the UA aiid Républic ofJrel&iid (Uniied Kingdom Generally AccepiedAccouDring Prdetiee}. In our opinion. the fjnancial sthternents= give a Irne and faÈr view o(Ihe siaic of thc charitable eumpdnys affairs as ai 31 Au8USt 202? and of its incomlng r¢sourc¢s and applicaiion ofresources. for the year then ended: have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice,. and have been prepared irt &CLtsrdance with iht t¢quir¢tTr¢tJts of the Comp¥ni¢sAd 2006. B#$l$ for opinio We collducted our audit in accordance with InternatLonal SLqndards on Audiiiog (UK) IISAS IUK}) and applicable law. Our Te5POll5ibiliiies under those slandards are fiffther described in the Atsdiiors ￿SponSIbl11{1eSIO?. Ihe uudif of ihe financiol sfatemenls section ofour repon. We are ind¢p¢ndeni of the ch3Titsble company In ac¢ordanrc with tht ¢thical Tequirenenis Ihai are relevant iv oui audil of the fina]]cial ststetnetLES Jn the UL includin¥ the FRC'S Ethical Siandard. and we have fulfilled OUT Other ethical reswnsibiliries in accordance wirh these requirements. We believe thai tlie audit evidence we have obtsined is 5uffici¢nl and appropri￿¢ to provide a basis forowopiniorj. The lThpatt of maen￿￿o￿lt umcertaintie5 OD oDr audit Our audit of the financial statements rrquir¢s u5 lo obtsin an und¢r5tsnding of all rtlevont UllC¢Tiainti¢s, inclllding those arising as a conscquettce of the effttts of macro-economic ijncertainties such ￿ Covid-19. All audits &ssess and challen8e the rea50nableness olestin￿t¢S tnade by the tyustres and the related disclosures and the appropriateness of the going cortr¢tn ba5i5 of preparatiorl of the flnancial 51aleTn¢nts. All of these depend otl as5¢5smenls of the fuiure economi¢ environtt)¢nl and the rompany's futur¢ pivsptsts and wfor￿an¢t. CoTh¢lu$lon5 relarfnE to golng concern In auditing the f￿al}c1￿1 siatements. we have Concluded thai the trustee5' use of the going conc£rn basi5 of accounling the pr￿aratIOn ofthe financial staiemenrs is appropriate. Based on the work we have perfmned w¢ hav¢ nol idenlifid any m*ri31 u￿rtainl]eS rtlating to ¢vethts or conditions thaL indÈvidually or colleciively, may c&st significant dtsllbi OTE the tharttsble company's aknlity to coniinut as a going concern for a peri￿ of ai Thvelve months from w'hen the financia] Sthien￿7ts are authorised for issue. Our responsibilities and the Te5poDsibilities of the Tr￿￿tea% with respxt to goitL8concern are d￿Cribed in the relevant se¢iions of thLS Tew)rt. Other Infom*tion The other Inforn￿li0ll comprises the infom￿tiOn included in the annual rqM)rt otherthatt the fitwicial sratements aDd our auditoes report Ihereon. The Trusiees are responsible for the other Inform￿lon cthitsined withiD the annual rwrt. Our opinion on the financial sla*ments d￿5 noi cover the other infornaiion and we do not express any forni of assurance ¢on¢lu5ion thereon. Our TesrA>n5ibility is 10 read the other infonnaiion aniL in doing so. consider whether the other infoTrnation is materially incon5iStelli wilh the financial starernent5 or our knowledge obtained in the course of the audit. or otheTWi5e appear5 to be materia]ly mi55tated. If we Èdentify Such matrrial inconsisiencies or apparent tnateTial misstaiements. we are requiTEd to deieTmine whether ihis gives Tise w o matwial mL55tament in the financial stateThents themselN'e5. If. based on the Work we have perfoTrTre￿ we conclude that there is a material TnL55tareTneni of this other infuTtnation, we are requird to report that facL W¢ have nothing to r¢port in this regard. 17- ## **MERTON MUSIC FOUNDATION** ## **INDEPENDENT AUDITOR'S REPORT (CONTINUED)** ## **TO THE TRUSTEES OF MERTON MUSIC FOUNDATION** ## **Matters on which we are required to report by exception** We have nothing to report in respect of the following matters in relation to which the Charities (Accounts and Reports) Regulations 2008 require us to report to you if, in our opinion: the infmmation given in the financial statements is inconsistent in any material respect with the trustees' report; or sufficient accounting records have not been kept; or the financial statements are not in agreement with the accounting records; or we have not received all the info1mation and explanations we require for our audit. ## **Responsibilities of Trustees** As explained more fully in the statement of trnstees' responsibilities, the Trnstees, who are also the directors of the charitable company for the purpose of company law, are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the Trustees dete1mine is necessary to enable the preparation of financial statements that are f[r] ee f[r] om material misstatement, whether due to fraud or error. In preparing the financial statements, the Trustees are responsible for assessing the charitable company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the Trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so. ## **Auditor's responsibilities for the audit of the financial statements** We have been appointed as auditor under section 144 of the Chaiities Act 2011 and report in accordance with the Act and relevant regulations made or having effect thereunder. Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinion. Reasonable assurance is a high level of assurance but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements. The extent to which our procedures are capable of detecting irregularities, including fraud, is detailed below. A further description of our responsibilities is available on the Financial Reporting Council's website at: https:// www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor's report. ## **Use of our report** This report is made solely to the charity's trustees, as a body, in accordance with part 4 of the Charities (Accounts and Reports) Regulations 2008. Our audit work has been undertaken so that we might state to the charity's trustees those matters we are required to state to them in an auditor'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 trustees as a body, for our audit work, for this report, or for the opinions we have formed. 30 May 2023 - 18 - **INDEPENDENT AUDITOR'S REPORT (CONTINUED)** ## **MERTON MUSIC FOUNDATION** ## **TO THE TRUSTEES OF MERTON MUSIC FOUNDATION** ## **WSM Advisors Limited** **Chartered Accountants Statutory Auditor** Connect House 133-137 Alexandra Road Wimbledon London SWI9 7JY WSM Advisors Limited is eligible for appointment as auditor of the chatitable company by vi1tue of its eligibility for appointment as auditor of a company under section 1212 of the Companies Act 2006. - 19 - MERTON MUSIC FOUNDATION STATEMENT OF FIP¥AI%CIALACTIIITIES INCLUDING 1P*Co￿lE AND EXPEYDITURE ACCOUNT For tbe )'eaT ended 31 August 2(122 Unre5trieted Rc5trieted fund5 funds 2022 21122 Ttst*l Total 2022 2021 Notes Income from: Donations atjd legacie5 Cbariiable activities Investments 8.757 1.004.528 10 8.757 5264.448 4.842 1.066.280 259.920 Total intome .013.295 259.920 1.273.215 1.071 130 Ex nditure on. Charitable a¢tisities ?48.172 1.248,172 1.065.725 Net (outgoing)Iln¢oming resourees beftsre tr*n5fers {?34.8771 259,920 ?5.043 5.405 GTOSS Ifdll5fers be￿een funds 259.920 1259.920) Net income for the yearl N¢t moven7ent In funds 25.043 25.043 5.405 Fund balances at I Septemkn 2021 201.676 11973 214,649 2(VJ,244 Futtd balances gt 31 Amgnst 2022 ?26.719 12.973 239.692 214.649 The statewnent of financial a¢tivitics includes all ga]ns and lo&%es retognised In the year. All income and expendin￿¢ derive fr(Mn continuing aciivities. The SLlt¢ment of financial a¢tivities a150 complies wtth the requirements for an iKome and eXp￿Ilure account under the Companies Act 2￿. MERTON MUSIC FOUN'DATION BALANCE SHEET A5 at 31 August 2022 2022 21121 N•t¢s Filed ll55ets Tangible assers 35.406 40.686 Current 8SStt$ Debtor5 C&8h a( bank and in hand 5.128 315.477 3.601 310.874 j?0.605 314.475 Creditors: arnovnt5 lalling due i*i¢hin one year 1116.3191 {140,-5121 Net curreni ￿ets 204.286 173.963 Total 1s5et5 le5$ ¢Mrre￿I Ilabllltles 239.692 214.649 Income funds Restrieied fvnds Uftresiricted ￿rtdS 13 12.973 226.719 12,973 201,676 239.692 214,619 The company is cntided to the exemplion from the audji requireojeni contain•J iD 5￿tion 477 of the CompaniesAct 2006. for the year ended 31 August 2022. alth¢MJgh aTr audii ha5 I￿en c3rrid out under section l44 of the Chariti¢s Aci 2011. Th¢ dI￿rI￿r5 acknowled¥e their resJx)nsibilities for corDplyiDg with the rcquimn¢ns of the CompanicsAct 2(K16 with respect to a¢couniittg records and the prepardiion offujancial statemett The members have nol required the comparty to obtaiD ao audit of its f￿￿1clai ￿te[Trents uod¢r th¢ requirements of the Companie5 Act 21I)6. fot ¢h¢ yrar in qUe￿10th in accordathce with 5eciion 476. These financial 5ts1ernenrs haN'e Prepa￿d delivered in aecordance with the provisions appli¢able io comp8nies subject to the Small COTnpanie5 T¢girn¢. The fjnancial statements were appioved by the Tr￿￿te¢S on.................... .... (,LJs￿é lu Edward Hickma Trustee Company registra￿0￿ number 02590621 21 MERTOY IMUSIC FOUNDATIOI STATEMENT OF CASH FLOW5 For the )'ear ended 31 August 2022 2022 2021 Cash flows fronTr oper#tlng actiiities Cash generated frondlabsorbed by) operdrions 20 Investing activities Purchase of rangible fixed a5set5 InteTest received 16.5?31 io 4.?901 Net cash u$td In 1nvt5t1￿g aCti￿tieS (fi5131 14,28?) Net r*sh used in financing aciivliles Net increas¢llde¢rts5e) ¢85h and ea5h e4￿1VIl*￿t$ 4.[￿)5 118.4961 Cash and cash quiva]ents at bw"nr)ing of year 310.874 329,370 Cash and c*sh tqulvalent5 4¢ end of year 315.477 310.874 22- MERTON MUSIC FOUNDATIO NOTES TO THE FI)TANCIAL STATEl1E￿Ts For the year ended 31 August 2022 Accounting policies Charlty Information MerloEJ Mubic Foundation is a PTivaie company limited by guarantee inroiporJtd in Ett¥land and Wales. The iegistered 0￿1¢¢ is ¢10 Merton Abbey sch￿1. High Paih. London. SW19 2JY. 1.1 Act0￿￿tIng convention The financial Statements hav¢ pr¢par¢d in accordance with the charitable company'5 gtyv¢ming document. the Companies Act ?￿6 and 'AccDuniing and RetM)rting Charities-. Stsierneni of Recommended Prnctice applicable io char5tie4 prepanng thtir accounts in actordance ￿'1th ihe Financial Rep>rting Siandard applicable in the UK and R￿UbliC tsf Ireland IFRS 10?) leffecrive l January ?019)'. The clLaritablc company is a Public Benefit Erttity a5 defincd by FRS 102. The financial sratements are prq￿r￿ in steiling. whi¢h is the ￿nth1Onal Currency of the charitable company. Monetary amounts in ihese financial staiemenis are rollnded io the n&qre5t £. The finaDcial statements have F*en rKepared Under the hIs￿riCal r05t ronventioJTr. The Pri￿1paI accounting polieies adopted are sei oui below. 12 Going ¢oNcern Al Ihe lime of approving the fitwErial siaiements. the th￿teeS bave U[￿ertaken aD as5¢5sment of the adequacy of thr ie50urc¢5 available to the ehariry as well as the expeaed 5UPtKbrt lo rh3Tiiies available from the governJnent measures in place ihrough the period of disruption faU5¢d by coronavinLS. The irusiee hai'e a reasonable expectarion the charity ha5 ad¢quaie resouTces th continue in operational exis*Dtt for the foreseeable fi]mre cordingly rontinue to adopt the going concern b&sts of aceounung in preparing the financial stsiemenrs. 1.3 1ncoThing r¢sour¢¢$ Incoming resources r¢prts¢nts WitiO* fe￿ income frorn conctrLs. ts)u￿ hire oltnstsuments. m￿lC c£ntre sub5¢riPtiOll ond other fees rendered in the yedr. Income 15 rttognised when the clwitabl¢ wmparty Is legally eniiiled io it aftcr any p¢rfoTmath¢e ¢onditions have been tneL the amounts ¢att be measured reliably. and it is probable that inco￿￿ will be ￿ceIVed. Cash donations are reco8nised on rec¢ipi. Other donation5 r¢rognised onte the charirable company has ken noiified of the donation. un1ts5 perfoTmaDce r(wditions Tequire deferral of the arnount. Incorne tax re¢owerable itt rclaiion to m¢mb¢TShip received under GIftAid 01 deeds of covenant is reCo￿ls￿ at th¢ lim¢ of ihe receipt. 1.4 Re50unes txpeDd¢d Expendinre is recogni5ed once there is a legal or c{￿￿￿￿1ve OblL8ati￿ to trdnsfer economi¢ benefit w a third paty. it is probable thai a tratlsfer of economi¢ benefits will rquird in5ettlemellL and the amount of the obligation catl be measured reliably. Expenditure is classifi￿ by acliwry. The costs ofeach activity are ma¢k up of the total of th.reci costs and shared costs. iTrcluding SUPFK>rt Costs involved in w)denaking each activity. Direct Costs attributable to a single activity are allocated directly to that a¢ii%ity. Shared costs which conrributr kn moTe thav one acti￿￿ty and support cosrs which are noi attributable io a $ingle aeti%'iry are apportioned between those artTlryti¢s on a basis eonsisteni with the u5¢ of resources. Central staff costs art allocated on the ba5i5 of time 5peDL and d¢pTE¢iation charges are a]located on the POTtion of the ass¢t's us¢. -23- MERTON MUSIC FOUNDATION NOTES TO THE FINANCIAL STATEMEiYfs (CONTIliUED) For the year ended 31 August 2022 Accounting politits Icontintsedl table Direct charitable exp¢nditure includes all expendinwe directly r21atd to the objttuves of the chaTi13bl¢ rompany and comprises the Coslb of pi(Ividing instrumen￿1 tuition. concert perf0m￿nceS, iours, and education and community projecis undertakert by the chariiabl¢ company and is aLcounted for when payable. Certain otheT eosts, which are aithbutsble to more than one aciiyity, are arwrrioned across cost categories on the basis of an estimate of rhe proportion of time spent by stsff on those acrivilre5. CIOV anre costs Govemancc costs represent ex￿ndituTe incU￿¢d in the management ofthechartrable company's assets, organisationaj administration and Lompliance with consliwtlonal ar￿ sratuknry requirements. 1.5 TaDgible fixed assets Tangibl¢ fix¢d assets are illitially measured at C05t and subsequently n￿sured at ¢ost or va]uJtion. net of depreciauon and any imyairmenl los$¢s. Depreciatron 15 Tecognised so as io wri* off the eosi Orvaluati￿ of a55¢ts le55 th¢ir residual values over their usefvl lives on the following bases.. Musical InSts￿ments Computrr ¢quipThent Office equipment 25Yr* on reducing balance basis 75•/ty on redutirtg ba13n¢E bosis 25•/ty r¢during baf3uce basis The gain or lo￿ arising on the dis[￿)saI of an assd is detetmirted as the difftrence ￿￿etn the sale proccc(Ls and th¢ ¢aTrying value of the ass¢L and is recogn￿ in the SLqienTreni of fitullti￿ *tivitres. 1.6 lrnpilrmetht of fixed a5StIs Ai each rep)rting end date. the cllaritable company reviews the caryin8 aojouttts of its tangible a55ets to determine whether th¢r¢ 15 any ]ndication thaT those assets have suffered an iMpai￿ent loss. If any surh indication exists. the recoverable am(MJnt of thr assd is Estimated in order to thtermine the ofthe impairnieni loss (If any). 1.7 Cash ¢ssh equfv*lents C&sh artd ¢ash equiva]eTLts illclude rash itl hand. detKbsits held at call with baDks and oth¢r short-l¢rni liquid investmettis with ()Ti¥inal maturities of kn llLoDths or les5. IJ Flnanel*l lttsirllmetsts The charitable company h&s elected io apply the provisions ofse¢iion 11 'Basic Financial Instruments. and Section 12'0ther Financial Insrnlments Issues. of FRS 102 10 all of its fiTJan¢ial in5trurnents. Fithancial in5trurnents are recogniscd in the charitable company's balante sheet when the charitable company be¢om¢s party to the contracwal provisions of the insrrument. Fitsancial assers and liabilitie5 arc offset. wth the net amowits presented in th¢ financial statements. when th¢Te is a legally ¢nforcrdbl¢ right to set off the recogni5ed amounts and there i5 att int¢J)tion to settle oll a net basis or to T¢41L5¢ the asset alld settle the liability simulwiwusly. -24- MERTON MUSIC FOUNDATIOY NOTES TO THE FINI AI%CIAL STATEMENTS {CONTI￿￿ED> For the yexr ended 31 Avgusi 21122 Accounling policies Condnuedl Bo¥icfinanci41 t755ets BdsiL finartLsal asseis, whiLh include debiurs cash and bank balanLes. are Lnilially measured al tratlsaction price including trallsaciion costs and are subsequtllily carried ai amortised cost using the etTeclive inl¢Te51 tn¢th()d unless the arrallgcmctLI conslirntes a fJnaucitLg rrallsacrio￿ wbere the trAn&aclion is tneasuTed at th¢ pr¢sent valu¢ of ihc furur¢ Teceipts di5counied ai a markel rale of lnie￿$t. Financial assets ¢lasstfied as rt¢eivable within one year are ttot amortised Ba5icfiAqJrciollill￿l1tie5 Basic financial liabilities. includTng crediTor5 Ire iniiially recogni5ed ai traN53dion price unlcss the a￿8￿get￿ent constiwtes a fillancing transaction. ￿-b¢re rhe debi in5rrum¢ni 15 measuT¢d at the present i'alue of t]ie fijture paytnents distounted at a Tntstkei Tale tsfinteresL Financial IiJbililies tlassified Is payable within one year are noi amortised. Trade creditOT5 arc obligations to pav for g￿NJ5 or senic¢s ihat have acquiTed the ordinary COUTse of op¢rdTioll5 frorn Suppliers. ATnounts payable are classified as current 113bilities if payment is due within onc year or l¢tss. If not. th¢y aTe Pt¢s¢llL¢d ai non-CUtr¢tti liabilities. Trade creditors are re£ogThi5ed iDiiially al transaction price and subsequenily measurcd ar amortiscd cosi usitin the effeciive intcresi rnethod. 1.9 Accounting The funds held by the charitsble company are either". Restrlcted funds- these are funds thai can be ￿￿ed for particular reS[ri￿ed purposes within the objccts of the charitable cornpany. Restriaions arise when specified by ihe donoror fund5 are rnised for particular PUTposes. Unrestricted general fuDds- these are fvuds whÈcb be usd in accthe with the ¢haTitsble obJ¢¢ts at th¢ disc￿tion of the trustees. De51gn¥ited ￿nd5- these funds s¢¢ aside by the In￿ out of WLf¢stri¢ted g¢n¢tal fi￿dS for specsfic future PUTPQSVS. The funds received in the year are transferrcd to the 8eneral fund to off winst ext￿nSeS in the year that relate to the activiiie5 With Arts Council England. PeterWoodin¥'s bur5•ry These funds have been designaied by the charitabl¢ company to sUp￿rt exceptio[￿ young musicians at the request of Peterwoodings faTnily. The fund wa5 ¢sthblished with dDnatiOnS made to the ¢harit2bl¢ company. The charitable cornpany held suffi¢i•Jt ¢ash balances ai the yeareml w a]low the fvnds to be applitd a5 intrnd Greenwood bursary fund The GT¢¢nwood butsary fimd es&blished by the Charl￿b]e cotDpany from fi￿d5 trdnsferred io it from the Ronald Gr¢etJwood Musical Trllsi by the London Borough of Merton who had previously operated the trust. The fi]nd is operated in accordance wilh the Ronald GreenW￿d Musical Tr￿st de4J and awards are made io young musicians who show great promise. The charitsble companj held suificaeni cash balances at the year end to allow the ￿nd io bc (wated in accordance with the Trust deed. Wider Opportunities The grant'.4 onginal use was restricted to the purchase. lease or repair of mushcal instrumenL5 suitsble for use with children KS2. The funds were applied as inrended in the penod of receipi and the remailling reserve is reduced by the deprecI￿lOn and disposal ofthe fuDd- purchased musical instruments. -25- MERTON MUSIC FOUNDATION NOTES TO THE FINANCIAL STATEMEYTS (CONTINUED) For the )ear e￿ded 31 August 2022 Acc•uDtiDg polities Icontinuedl Arts Coyncll England Fundlng The chantable companv rtcei%'ed a grant in the year from the Arts Cotmcil Ethglond_ According io the Funding Agreemertl. the u5¢ of the wt is ￿$[TICi¢d io ihc dw¢d acriNilies the Arts Council. The granr is recognised in ibe accounis when they are receiv¢d 3nd applia lu the p¢ri(MJ Li rela￿S ￿. Dorothy T%vlor Bequest The charitable corttpany receii'ed restritted fwids within the ¢wreni year to 5upJffi one girl and one boy in their musical sMdie5 for the period of 4 year5 at the requcst of the latr Doroihy Taylor. -4rts Council England 'Grllttis for the arts. Thc charii&ble tompany receiycd Testri¢tcd fvnds within the turrenrye4r to support its BatkstOTie5 and Radio Retro Projects. Critical accoulltlng t5tim•¢e5 and J￿d8¢￿¢￿t5 In the application of the ehatitsble company"s actOLUJting policies. the Tntst¢es Tquir>J to make judg¢tnent5. esiimales and a55umptions about the carrying amoutti of&wts and liabilities thdt are not Teadily appareni fmm other SOUfLes. Th¢ ¢slitnates and a$S￿lated assurnpiions are based on hstorical experience and other factors Ihal ar¢ ¢on5idercd to be Televant. Actual results may differ from these esiitnat¢s. The esiimaies 2nd underlying &ssumptlOll5 are reviewed on an ongoing basis. Revisions to accounting esiim2tes are Tecognised in the period in which ihe estimate is revised where the revi5ton affects onty thai p¢rio( or in the period of the revision and fumre periods where the re￿$70￿ ?ffecr5 both current and fi￿￿¢ periods. Donations l¢g•cies 2022 2021 Donatton5 and gifts 8.757 4,842 26- r-i p) For the )'ear e￿ded 31 August 2022 Charitable activities Staff costs Deprtti*rfots Dffirect Costs Allocated C05t5 Total 2022 Total 2021 2022 2022 2022 2022 In8trumenral tuition Yc>llth musIt progrdmrne Tovrs and Concerts Professional adTr'ice and support CPD training Projeci developmertl JnsTwrnent ￿paIr and hire 183,780 143.218 57.527 422.288 197.i48 18.6(K) 22.216 5.554 5.554 628,284 346.120 81,681 447,313 313.974 94.746 7.IX>3 6,511 55.656 9.780 9,288 112.372 7.452 13,485 12,143 116,089 12.586 2.777 5J54 5.554 1.898 453.695 691.296 49.986 1.194.977 1,010.336 Share of support Costs (see note 61 Share of govtrnance costs (see note 61 14,920 11.80? 7,419 5.554 39.695 43.889 13.5 13.500 11,5¢NJ 468.615 712215 55J40 1.248.172 1,06S.72S Support costs Support C05t Other costs 2022 2021 Salaries Pension ¢05ts Bank charges Depreeiaiion All(Kated support Audti and a¢¢ounwKy fee 14.(06 874 7,419 11.802 5.554 14.046 874 7,420 11.802 5.554 13.5(K) 14.950 935 5.784 13.562 8.658 11,5(N 13.511) 39.695 13.5 53.196 55.389 Governance costs includes payments ￿ the auditOT5 of £13.5(M) 12021.. £11,500) for audit fees. These costs are wholly attributsble to ch#titsbl¢ adivities and arc all￿￿ted b&%ed on th¢ trusices, esiimate of the OPPTI)priate prow)rtiOn attributable to exh ¥t[￿l￿. -28- MERTON MUSIC FOUII'DATIOY NOTES TO THE FINAYCIAI. STATEMEiYfs (CONTINLED) For tknt )'ear ended 31 A￿gUst 2022 Employee5 1¥4ymber of emploTrees Tht averabie monthly nu]nb¢r employees duringTr the yearwas: 2022 i%umber 2021 Nurnber Nwnber of employees 34 28 Wdges and selaries Social securiry cosis her P￿S1on eosts 485.035 37.328 445.096 36.101 48.422 573,652 529.619 The number of employtts whose annual r¢mun¢rdtion was £60.￿* or more were". 2022 2021 Plumber Piurnber £60,IMM) to £70,(KM) £70,tM)O io E80,(KYJ £80,000 to £90.IXKI Those employees whose ernoluments exceeded £￿.000 I?021.. 3 employees) also have retiTryn¢rtt benefits attwing under defined EtDefit pertsion schemes. A total of £61.679 {2021.. £67,453) was io theTe2chu5' P¢nsiott Scheme in the year for ¢h¢s¢ ¢mployees. Taxation The charitable company is ei¢mpt from corrwdtioD tax on its rb2ritsble aciivitLe5. -29- MERTON MLSIC FOUNDATION NOTES TO THE FINA￿CIAL STATEMENTS (coKrt¥UED) For the >'ear ended 31 August 2022 Tangible fixed assets MusKal Computer instvumerts eqiiipn*nt Offi¢• Totsl Cost Ai I September ?0? I Additions ??9.530 46.4?3 30.539 1,079 306,49? 6.523 At 31 August ?0?2 2?9.530 51.867 31,618 313,015 Depreciation and impairnient At I SepteTnber ?O?I D￿reCIatIon charged in the year 198.071 7.865 38.?39 3.407 29.496 531 265,R06 11,803 At 31 August ?0?2 205.936 41.646 30,027 277.609 Carrying Al 31 Augusi 20?2 2i,594 10221 1,591 35.406 At 31 Au8USt ?O?I 31.459 8.184 40.686 10 Debtor$ 2012 21121 A￿0￿￿t5 falling dut yt*r- TEad¢ debtOT5 Prepa￿nents and accrued incorne 5.128 3.480 5.128 3.601 Creditors: amounts fxljing due year 2022 2021 Other taxation and social 5¢curity Deferred ittcome Trade creditors Other crethtors Accwals 9.257 35.631 40,310 8.560 22,561 9.739 71,612 36,622 9,960 12,579 116.319 140,512 Oihei defeTred incon]e relates to d¢p05its and f￿5 wd in advance for the followittg year. .30- MERTON MUSIC FOUNDATIO NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) For the )'ear ended 31 August 2022 12 Retlrement benefit ￿￿¢M The chariiable company operates a defined conrribuiion pension scherne for all qualifying employ¢¢s ntsi in the T¢achu5 Pension ScheTne. The assets of the 5ch¢me are held separately frm those of the charitable LoMp￿￿Y in an Indepettdethtly administe¥cd fiv￿. 13 Restricted funds Arts Collncil Ettgland (A￿ I madt a yant awdtlable to the than￿bI= company during ihe year. The use of the grani has no srttific rcsirictions. how'ever the fijnding is subjeci to the charithble company delivering ihe agr¢ert activities within Ihe core roles and extension roles of the Naiional Plan for Music Educaiion a5 highlighted *'iihirt th¢ Trusie¢s' Rtpon. The funds receiN'ed in th¢ year have been [ransf¢￿￿ to the geneial fi]nd to be Sel off dgainsi expens￿ in the yrar that relate io the agr￿d actiNryti¢s ACE. 14 Analysls of ntt #s$ets b¢twe¢tt futtds Restricted Unrt5tricted f•tsds fullds 2022 2022 Totsl R¢stri¢t¢d Ullrestritted funds funds 2021 2021 TotY41 2022 2021 Fund balanc¢s at 31 August 2022 are repr¢5enied by.. Tangible assets CuTreni a￿t￿lI18b11lil¢s) 35.406 191J13 35.406 204.286 40.686 160.990 40.686 173,963 12.973 12.973 12.973 226.719 239.692 12.973 201.676 214.649 15 Audit report Inforniatio The audito<$ repkn was unqualifiaL WSM AdvisDr5 Limit Cbartered Account*Dts Stitutory Atydlto 16 Financial comrnitmeDts? guar*Dtee5 comtingent lÉ¥bilitie5 The liabiliry of the members is limited. Every member underthkes w conmbuie an amount not exceeding £1 to the ets of the company. In the eyetst of the tompathy being wound up wljilsi the). are a member, or within one year afor ceasitJg to be a mmber, for the Wdyrneni of the debts and liabilities of the company contracted before ceasing to be a member. 17 Oper￿tIng lexsr Al the rcponinby end date the charitable CoMpa￿Y had outSta]]ding Co￿￿11¢￿ttL￿ for mitlimum le2se payrneThLS under nOn-&￿cellabIt opernmB leases. wbicb fall due as follows.. 2022 2021 Witbill one year 18.OUO 18.000 31 MERTON MLSIC FOUYDATIOI NOTES TO THE FIP*AP4CIAL STATEMENfs (CONTINLED) For the yeAr ended 31 August 2022 17 Op¢ritlng lease commitments ICoDtiDuedl Berween two and fil'e y¢aTS In ovLr five yeats 54.(MK 54,000 18,000 79.000 90.000 18 Relaled party tran5attioiis During the year there was an employee who w&$ employed as a chief execuiive officer was also a dtre¢ior. R¢tnuneration paid 10 this dJT¢cror in the capaciry of employee. None of the ITUStce5 lor aTry persons with them) re¢eii'ed and remunerdtion or bencfjts from the chaTStable company during the year. 19 Teacheys, Penslon Scheme The charity participat¢5 in the Teachers. PeJJsion Scheme (England and Wales) (the Trs). for its t¢aching stsff. The Pension charge for the year includes coDtributions payable to the TPS of £48.73712021 .. £402331. The TPS is an unfvnded mulEt-employer defined beoefits ￿[￿s1On scheme governed by the TeacheT5' Pensions Regulations 2014. Mernber5 COThtribu* on a'pay as yoll go" basis with contributions of £. 20 Cash generated from •per4tioNs 2022 2021 SuTpIu5 for tbc year 25,043 5,405 Adjustments for. Investment income recognis¢d stateM￿l of financial activities Depreciation and impa]mient of ¢angible fixed &4sets 181 13.562 11.802 Movcment5 in working capital= {Incre2selldecrease in (kbLors Incrw¢lldecrea5e) in crediiots (Decrwe) in deferred income 11.526) 11,788 135,981} 5.548 11.049) 137.672) C#sh generated froDV(absorbed by) optr4tions 114,214) 21 ATr*tysis of chang¢$ lkn funds The Charitable company had no debt thth.rtg the year. 32-