Trustees’ Annual Report for the period
From 1 January 2022 to 31 December 2022
Charity name: NORVIS
Charity registration number: 1014801
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The objects of the Charity shall be: to advance, improve, develop and maintain public education in, and appreciation of, the art and science of music in all its aspects by any means the trustees see fit, including through the presentation of public events. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
NORVIS runs an annual summer school in early music, open to players of viols, recorders, lutes, harpsichords, baroque strings and singers. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have read and abide by the guidance issued by the Charity Commission on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | The NORVIS Trustees may make bursaries (reductions in fees) for young people in full- time education and those in financial hardship who would benefit from attending. Bursaries are applied for as part of the course application process. Decisions are taken by a subcommittee of the trustees. |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | NORVIS has provided education and performance opportunities in the field of early music to approximately 65 participants on the course during 2022. NORVIS provided bursaries to 8 people in order to enable them to attend the course. |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end ofthe period |
Para 1.21 | At the end of 2022, NORVIS held £18958 in bank accounts. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We hold a reserve account of a minimum of 10% of our usual annual revenue, to allow for fluctuations in revenue against the portion of our costs that is fixed. |
| Amount of reserves held | Para 1.22 | £9297 |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | There are no uncertainties about the charity continuing as a going concern. |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | The principal income is provided by participants’ fees. We run a residential summer school and charge fees for accommodation and for tuition. We also receive donations and occasionally bequests from members and others. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Our reserve fund is held in an interest- bearing instant access account. |
| A description of the principal risks facing the charity |
Para 1.46 | COVID meant that NORVIS was unable to operate for a period of 2 years. We incurred costs but were unable to charge participant fees. Due to our reserves and the generosity of our members, we were not at risk. |
Structure, Governance and Management
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
|---|---|---|
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated association |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | (1)The Charity and its property shall be managed and administered by a committee comprising trustees elected from and by the Charity’s members (Elected Trustees) and trustees Co-opted by existing trustees (Co-opted Trustees). (2)All members of the committee are trustees. (3)The Charity shall have on the committee at least the following officers, appointed by the trustees: i. A chair ii. A secretary iii. A treasurer More officer roles can be appointed if deemed necessary by the trustees. (4)An Elected trustee must be a member of the Charity. (5)No one may be appointed a trustee if he or she would be disqualified from acting under the provisions of clause 8. (6)The number of trustees shall be not less than three but shall not be subject to any maximum. (7)The first trustees (including officers) shall be those persons elected as trustees and officers at the meeting at which this constitution is adopted. (8)A trustee may not appoint anyone to act on his or her behalf at meetings of the trustees. |
Reference and Administrative details
| Charityname | NORVIS |
|---|---|
| Other name the charity uses | |
| Registered charitynumber | 1014801 |
| Charity’s principal address | 66 Quarry Lane Birmingham B31 2PY |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Mark Lawrence | Chair | |||
| Eileen Finlayson | Secretary | |||
| Sarah Kirk | Treasurer | |||
| William Hunt | Trustee | 4/8/22 onwards | ||
| Ursula McKean | Trustee | 4/8/22 onwards | ||
| Simon Squires | Treasurer | To 4/8/22 | ||
| Maureen Jackson | Trustee | To 4/8/22 |
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date
NORVIS
SUMMARY STATEMENT 2022
| Income | Expenditure | ||
|---|---|---|---|
| Course fees | £45,197.20 | Advertising | £1,027.20 |
| Donations | £6,335.65 | External concert | £908.00 |
| Bus fares | £290.00 | Tutor fees | £10,205.00 |
| Bowes museum fares | £270.00 | Tutor expenses | £3,378.22 |
| Savings a/c interest | £38.95 | MD/Tutorg fees | £2,560.00 |
| Bursary a/c interest | £17.58 | MD/Tutorg.expenses | £827.46 |
| Administrator’s fee | £850.00 | ||
| Admin./sec. expenses | £472.89 | ||
| Other for participants | £620.00 | ||
| Staff gifts | £50.80 | ||
| Accom. at venue | £28,950.25 | ||
| Subscriptions | £508.00 | ||
| Total income | £52,149.38 | Total expenditure | £50,357.82 |
Excess of income over expenditure £1,791.56
| BALANCE SHEET | |||
|---|---|---|---|
| Assets | Jan. 2022 | Dec. 2022 | |
| Current a/c | £2,226.65 | £5,791.68 | |
| Savings a/c | £9,257.87 | £9,296.82 | |
| Bursary a/c | £5,681.90 | £3,869.48 | |
| Totals | £17,166.42 | £18,957.98 | |
| Year | |||
| Represented by: | Jan. 2022 | surplus | Dec. 2022 |
| General fund | £11,484.52 | £3,603.98 | £15,088.50 |
| Bursary fund | £5,681.90 | -£1,812.42 | £3,869.48 |
| Totals | £17,166.42 | £1,791.56 | £18,957.98 |
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of NORVIS - Earty Music Summer Sch¢)ol On accounts for tho year ended 31 Dmber 2022 Charity no (rfany) 1014801 Set out on pages 1and2 I report to the trustees on my examination of the accounts of the above chartty (Ihe Trusf) for the year end&J 3111212022. Responslbilities and As the charity trustees of the Trust. you are spOnSIble for the preparation basis of report of the accounts in ac¢thn with the requirements of the Charities Act 2011 (Ihe A¢n. I report in reSt of my examination of the Trust's accounts carried out under section 145 of the 2011 Act arKI in carying out my examination, I have followed the applicable DirectIor given by the Charity Commission under section 14515)(b) of the Ad. I have completed my examination. I confirm that no material matters have come to my attention (other than that disdosed below) in connection with the examination which gNes me cause to believe that in. any material 1nd8nd0nt examiner's statement accounting rerdS not kept in accordance with section 130 of the Act or the accounts do rnt accord with the accounting records I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in order to enablo a proper understanding of the accounts to be reached. Signed." Dats: 1510712023 Name: Michael John Wnterbum Relevant professional quallfication(s) or body (rf ary): Address: 58 Lammas Park Road London W5 5JB IER October 2018
Section B Disclosure Only complete rf the examiner needs to highlKJht matters of concem (see CC32, Independent examinati of c*Arity accounts: directions and guidan for examiners). The tutors and the adminrstrator had not yovided supporting doGumentation for expenses daimed. It is highly re(x)rnnded that next year they should tr required to do so. Givo her• brief dotails of any items that the examiner wishes to disclose. IER October 2018