## **NORVIS Trustees’ annual report 2023** ## **Charity details** Name: NORVIS Registration number: 1014801 Address: 66 QUARRY LANE, BIRMINGHAM, B31 2PY Trustees during 2023 were: - Mark Lawrence (Chair) - Sarah Kirk (Treasurer) - Eileen Finlayson (Secretary) - Ursula McKean - William Hunt ## **Charity structure** NORVIS is managed by trustees, with assistance from the Music Director and other tutors. Trustees are elected at the AGM, and may also be co-opted by existing trustees. There are a minimum of three trustees. Trustees must be members of the charity. Members of the charity in any year are those who have attended the NORVIS summer school during that year. ## **Activities and objectives** The objective of the charity is 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. The main activity of the charity is to run a one-week summer school in Early Music. ## **Achievements and performance** In 2023 the summer school took place 2-9 August 2023, in Barnard Castle. There were 85 attendees. 15 tutors provided classes and playing opportunities for singers and players of recorders, viols, lutes, early guitars, baroque strings, baroque winds, and harpsichords. Tutors provided two concerts for members, and members also provided two concerts. An evening of tuition and practice in early dance was also provided. Bursaries totalling £2870 were provided to 9 attendees. Anybody who would otherwise find it difficult to attend NORVIS may apply for a bursary. In addition, reduced fees were charged for eight people under the age of 26 or in full-time education. ## **Financial review** The income for the charity during 2023 was £65,966 and expenditure was £63,320. Income was largely derived from the fees paid by participants. Donations of £1637 and interest earned of £177 also contributed. Expenditure was nearly all on the provision of the course, including the venue cost, tutor fees and expenses, and other course costs. In addition there are administrative costs for the charity overall (website, subscriptions, marketing and so on). The charity maintains reserves of approximately £15,000. The charity also maintains a bursary fund, which usually holds around £3000. The bursary fund is maintained by donations, sales of donated items at the course, and by the trustees allocating some or all of the course surplus to the bursary fund. ## **NORVIS Summary accounts 2023** |**Income**
Course fees
62,586.35
£
Interest earned
176.87
£
Donations
1,637.50
£
Bus fare
215.00
£
Bowes museum entrance fees
350.00
£
**Total**
64,965.72
£
**Expenditure**
Marketing
1,823.77
£
External concert
1,168.10
£
Tutor fees
13,420.00
£
Tutor expenses
4,056.49
£
Refreshments
919.10
£
Music purchases
53.64
£
Admin fees
850.00
£
Admin expenses
1,451.69
£
Other services - Bowes and bus
800.00
£
Staff gifts
187.85
£
Instrument costs - hire, transport etc
700.00
£
Finance costs
44.03
£
Venue fees
37,845.55
£
**Total**
63,320.22
£
**Profit/Loss**
1,645.50
£|**Assets**
TSB Current account
TSB Savings account
TSB Bursary account
CAFBank Current account
CAFBank Gold account
Totals
**Liabilities**
Opening balance for 2023
Profit on activities
Closing balance for 2023|**BALANCE SHE**
**1 Jan. 2023**
5,791.68
£
9,296.82
£
3,869.48
£
-
£
-
£| |---|---|---| |||18,957.98
£| |||**1 Jan. 2023**
0
18,957.98
£
1,645.50
£| |||20,603.48
£| |||| |||| **31 Dec. 2023** £ 3,653.08 £ 9,426.02 £ 1,023.31 £ 1,477.78 £ 5,023.29 £ 20,603.48 **31 Dec. 2023** **----- Start of picture text -----**
0
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Bank balances on 31 Dec 2023 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of NORVIS - Early Music Summer School On accounts for the year ended 31 De￿mber 2023 Charity no (if any) 1014801 Set out on pages I report to the trustees on my examination of the accounts of the above charity (Yhe Trust.) for year ended 3111212023. Responsibilities and As the charity trustees of the Trust. you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ("the Acr). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charrty Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordan￿ with section 130 of the Act or the accounts do not accord with the accounting records Independent examinerfs statement I have no cOn￿mS and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed= Date: 2810612024 Name: Michael John Winterbum Relevant professional qualification(s) or body (if any)= Address: 58 Lammas Park Road London W5 5JB