**The Avison Charitable Trust** Registered Charity Number 1017068 

ANNUAL REPORT 2023-2024 

In line with our objectives of promoting the life and work of Newcastle’s 18th Century composer Charles Avison, and the work of other composers, the Avison Charitable Trust has continued its involvement in music performances in the North East region and the adjoining Scottish Borders throughout 2023-24. 

Members of The Avison Ensemble, an outstanding professional early music orchestra supported by the Trust, have performed in the region and have supported a public concert at Durham Cathedral with members of the Cathedral’s choir. 

Once again, the Trust has supported and encouraged the work of The William Shield Festival, which promotes the work of Avison’s pupil, the composer William Shield, who was born in the North East of England. 

The Festival has brought together many musicians on Tyneside in performances and educational projects spanning over several weeks, and has reached a large audience. Many venues throughout Newcastle and Gateshead have been utilised in order to expand the reach of the Festival. One performance was given in the Scottish Borders. 

Our involvement with the William Shield Festival both continues and highlights the work of the Avison Charitable Trust, and draws on our support through social media advertising and website promotion, as well as through financial aid. 

Additional support has been given to Dr. Simon Fleming, who is preparing a biography of Charles Avison which is to be published in 2024. The biography will be a great addition to expanding the knowledge of Charles Avison and a copy will be placed in our Avison Archive situated at the Newcastle Central Library, which is named The Charles Avison Building. 

The Avison Charitable Trust’s copies of the two Charles Avison Workbooks reside at the library and are regularly accessed by members of the public and consulted for academic research. 

Our 18 CD recordings continue to sell to a worldwide market and are regularly played on BBC Radio 3 and Classic FM. Royalties and sales continue to provide an income for the Trust. 

We gratefully acknowledge support of a grant of £24,000 given by the R.F. Gibson Trust in support and recognition of our work. 

## Gordon Dixon Trustee 

On behalf of The Trustees, The Avison Charitable Trust 



||||||||||**CC16a**|
|---|---|---|---|---|---|---|---|---|---|
||**The Avison Charitable Trust**|||||**1017068**||||
||**Receipts andpayments accounts**|||||||||
||**For the period**<br>**from**||Period start date||**To**|Period end date||||
||||1 Apr 23|||31 Mar 24||||
|**Section A Receipts and payments**<br>**Unrestricted**<br>**funds**<br>**Restricted funds**<br>**Endowment**<br>**funds**<br>**Total funds**<br>**Last year**||||||||||
||**to the nearest      £**||**to the nearest £**||**to the nearest £**||**to the nearest £**||**to the nearest £**|
|**A1 Receipts**<br>~~=====>=~~|~~=====>=~~|~~=====>=~~|~~=====>=~~|~~=====>=~~|~~=====>=~~|~~=====>=~~|~~=====>=~~|~~=====>=~~|~~=====>=~~|
|Receipts fromgenerated funds<br>~~=====>=~~|**1,710**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**1,710**<br>~~=====>=~~|~~=====>=~~|**1,656**<br>~~=====>=~~|
|Receipts from charitable activities<br>~~=====>=~~|**7,295**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**7,295**<br>~~=====>=~~|~~=====>=~~|**7,295**<br>~~=====>=~~|
|Grants(Unrestricted)and donations<br>~~=====>=~~|**24,260**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**24,260**<br>~~=====>=~~|~~=====>=~~|**3,293**<br>~~=====>=~~|
|Bank interest<br>~~=====>=~~|**423**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**423**<br>~~=====>=~~|~~=====>=~~|**34**<br>~~=====>=~~|
|~~=====>=~~|**- 0**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|
|~~=====>=~~|**- 0**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|
|~~=====>=~~|**- 0**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|
|~~=====>=~~|**- 0**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|
|**_Sub total_**_(Gross income for AR) _<br>~~=====>=~~|<br>**33,688**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**-**<br>~~=====>=~~|~~=====>=~~|**33,688**<br>~~=====>=~~|~~=====>=~~|**12,278**<br>~~=====>=~~|
|~~=====>=~~<br>~~————~~|~~=====>=~~<br>~~————~~|~~=====>=~~<br>~~————~~|~~=====>=~~<br>~~————~~|~~=====>=~~<br>~~————~~|~~=====>=~~<br>~~————~~|~~=====>=~~<br>~~————~~|~~=====>=~~<br>~~————~~|~~=====>=~~<br>~~————~~|~~=====>=~~<br>~~————~~|
|**A2 Asset and investment sales,**<br>**(see table).**<br>~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|
|~~————~~|**- 0**<br>~~————~~|~~————~~|**- 0**<br>~~————~~|~~————~~|**- 0**<br>~~————~~|~~————~~|**- 0**<br>~~————~~|~~————~~|**- 0**<br>~~————~~|
|~~————~~|**- 0**<br>~~————~~|~~————~~|**- 0**<br>~~————~~|~~————~~|**- 0**<br>~~————~~|~~————~~|**- 0**<br>~~————~~|~~————~~|**- 0**<br>~~————~~|
|**_Sub total _**<br>~~————~~|**_l_**<br>**- 0**<br>~~————~~|~~————~~|**- 0**<br>~~————~~|~~————~~|**- 0**<br>~~————~~|~~————~~|**- 0**<br>~~————~~|~~————~~|**- 0**<br>~~————~~|
|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|
|**_Total receipts_ **<br>~~————~~|<br>**33,688**<br>~~————~~|~~————~~|**- 0**<br>~~————~~|~~————~~|**- 0**<br>~~————~~|~~————~~|**33,688**<br>~~————~~|~~————~~|**12,278**<br>~~————~~|
|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|~~————~~|
|**A3 Payments**<br>~~acne~~|~~acne~~|~~acne~~|~~acne~~|~~acne~~|~~acne~~|~~acne~~|~~acne~~||~~acne~~|
|Costs of generating funds<br>~~acne~~|**723**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**723**<br>~~acne~~|~~acne~~|**425**<br>~~acne~~|
|Costs of charitable activities<br>~~acne~~|**12,050**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**12,050**<br>~~acne~~|~~acne~~|**11,391**<br>~~acne~~|
|~~acne~~|**- 0**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|
|~~acne~~|**- 0**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|
|~~acne~~|**- 0**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|
|~~acne~~|**- 0**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|
|~~acne~~|**- 0**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|
|~~acne~~|**- 0**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|
|~~acne~~|**- 0**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|
|**_Sub total_ **<br>~~acne~~|<br>**12,773**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**-**<br>~~acne~~|~~acne~~|**12,773**<br>~~acne~~|~~acne~~|**11,816**<br>~~acne~~|
|~~acne~~<br>~~SS~~|~~acne~~<br>~~SS~~|~~acne~~<br>~~SS~~|~~acne~~<br>~~SS~~|~~acne~~<br>~~SS~~|~~acne~~<br>~~SS~~|~~acne~~<br>~~SS~~|~~acne~~<br>~~SS~~|~~acne~~<br>~~SS~~|~~acne~~<br>~~SS~~|
|**A4 Asset and investment**<br>**purchases,(see table)**<br>~~SS~~|~~SS~~|~~SS~~|~~SS~~|~~SS~~|~~SS~~|~~SS~~|~~SS~~|~~SS~~|~~SS~~|
|~~SS~~|**- 0**<br>~~SS~~|~~SS~~|**- 0**<br>~~SS~~|~~SS~~|**- 0**<br>~~SS~~|~~SS~~|**-**<br>~~SS~~|~~SS~~|~~SS~~|
|~~SS~~|**- 0**<br>~~SS~~|~~SS~~|**- 0**<br>~~SS~~|~~SS~~|**- 0**<br>~~SS~~|~~SS~~|**-**<br>~~SS~~|~~SS~~|~~SS~~|
|**_Sub total_ **<br>~~SS~~|<br>**-0**<br>~~SS~~|~~SS~~|**-0**<br>~~SS~~|~~SS~~|**-0**<br>~~SS~~|~~SS~~|**-**<br>~~SS~~|~~SS~~|**- 0**<br>~~SS~~|
|~~SS~~<br>~~===>~~|~~SS~~<br>~~===>~~|~~SS~~<br>~~===>~~|~~SS~~<br>~~===>~~|~~SS~~<br>~~===>~~|~~SS~~<br>~~===>~~|~~SS~~<br>~~===>~~|~~SS~~<br>~~===>~~|~~SS~~<br>~~===>~~|~~SS~~<br>~~===>~~|
|**_Totalpayments_ **<br>~~===>~~|<br>**12,773**<br>~~===>~~|~~===>~~|**- 0**<br>~~===>~~|~~===>~~|**- 0**<br>~~===>~~|~~===>~~|**12,773**<br>~~===>~~|~~===>~~|**11,816**<br>~~===>~~|
|~~===>~~|~~===>~~|~~===>~~|~~===>~~|~~===>~~|~~===>~~|~~===>~~|~~===>~~|~~===>~~|~~===>~~|
|**_Net of receipts/(payments)_ **<br>~~===>~~|<br>**20,915**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|~~===>~~|**20,915**<br>~~===>~~|~~===>~~|~~===>~~|
|**A5 Transfers between funds**<br>~~===>~~|**- 0**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|
|**A6 Cash funds lastyear end**<br>~~===>~~|**15,922**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|~~===>~~|**15,922**<br>~~===>~~|~~===>~~|**15,922**<br>~~===>~~|
|**_Cash funds thisyear end_ **<br>~~===>~~|<br>**36,837**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|~~===>~~|**36,837**<br>~~===>~~|~~===>~~|**15,922**<br>~~===>~~|
|~~===>~~|~~===>~~|~~===>~~|~~===>~~|~~===>~~|~~===>~~|~~===>~~|~~===>~~|~~===>~~|~~===>~~|
|**Section B Statement of assets and liabilities at the end of the period**<br>**Categories**<br>**Details**<br>**Unrestricted**<br>**funds**<br>**Restricted funds**<br>**Endowment**<br>**funds**<br>~~===>~~<br>~~——EE~~||||||||||
|~~——~~|~~——~~||||**to nearest £**<br>~~EE~~|~~EE~~|**to nearest £**<br>~~EE~~|~~EE~~|**to nearest £**<br>~~EE~~|
|**B1 Cash funds**<br>~~——~~|Cash at bank<br>~~——~~||||**36,837**<br>~~EE~~|~~EE~~|**-**<br>~~EE~~|~~EE~~|**-**<br>~~EE~~|
||~~——~~||||**-**<br>~~EE~~|~~EE~~|**-**<br>~~EE~~|~~EE~~|**-**<br>~~EE~~|
||~~——~~||||**-**<br>~~EE~~|~~EE~~|**-**<br>~~EE~~|~~EE~~|**-**<br>~~EE~~|





||**_Total cash funds_**|**_Total cash funds_**|**_Total cash funds_**||**36,837**||**-**|**-**|**-**|
|---|---|---|---|---|---|---|---|---|---|
||(agree balances with receipts and payments<br>account(s))|||||||||
|||||||||||
|~~===>~~|**Details**<br>~~===>~~|||~~===>~~|**to nearest £**<br>~~===>~~|~~===>~~|**to nearest £**<br>~~===>~~|~~===>~~|**to nearest £**<br>~~===>~~|
|**B2 Other monetary assets**<br>~~===>~~|~~===>~~|||~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|
||~~===>~~|||~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|
||~~===>~~|||~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|
||~~===>~~|||~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|
||~~===>~~|||~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|
||~~===>~~|||~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|~~===>~~|**-**<br>~~===>~~|
|~~===>~~|~~===>~~|||~~===>~~|~~===>~~|~~===>~~<br>~~—S====~~|~~===>~~|~~===>~~<br>~~—S====~~|~~===>~~|
|~~—S====~~|**Details**<br>~~—S====~~|||~~—S====~~|**Fund to which asset**<br>**belongs**<br>~~—S====~~||**Cost (optional)**<br>~~—S====~~||**Current value**<br>**(optional)**<br>~~—S====~~|
|**B3 Investment assets**<br>~~—S====~~|~~—S====~~|||~~—S====~~|~~—S====~~|~~—S====~~|**-**<br>~~—S====~~|~~—S====~~|**-**<br>~~—S====~~|
||~~—S====~~|||~~—S====~~|~~—S====~~|~~—S====~~|**-**<br>~~—S====~~|~~—S====~~|**-**<br>~~—S====~~|
||~~—S====~~|||~~—S====~~|~~—S====~~|~~—S====~~|**-**<br>~~—S====~~|~~—S====~~|**-**<br>~~—S====~~|
||~~—S====~~|||~~—S====~~|~~—S====~~|~~—S====~~|**-**<br>~~—S====~~|~~—S====~~|**-**<br>~~—S====~~|
||~~—S====~~|||~~—S====~~|~~—S====~~|~~—S====~~|**-**<br>~~—S====~~|~~—S====~~|**-**<br>~~—S====~~|
|~~—S====~~|~~—S====~~|||~~—S====~~|~~—S====~~|~~—S====~~|~~—S====~~|~~—S====~~|~~—S====~~|
||**Details**||||**Fund to which asset**<br>**belongs**||**Cost (optional)**||**Current value**<br>**(optional)**|
|**B4 Assets retained for the**<br>**charity’s own use**|2 x Manuscript Workbooks of Charles Avison||||General||**78,818**|||
||||||||**-**||**-**|
||||||||**-**||**-**|
||||||||**-**||**-**|
||||||||**-**||**-**|
||||||||**-**||**-**|
||||||||**-**||**-**|
||||||||**-**||**-**|
||||||||**-**||**-**|
|||||~~===~~||~~===~~||~~===~~||
|~~===~~|**Details**<br>~~===~~||||**Fund to which**<br>**liability relates**<br>~~===~~||**Amount due**<br>**(optional)**<br>~~===~~||**When due**<br>**(optional)**<br>~~===~~|
|**B5 Liabilities**<br>~~===~~|~~===~~|||~~===~~|~~===~~|~~===~~|**-**<br>~~===~~|~~===~~|~~===~~|
||~~===~~|||~~===~~|~~===~~|~~===~~|**-**<br>~~===~~|~~===~~|~~===~~|
||~~===~~|||~~===~~|~~===~~|~~===~~|**-**<br>~~===~~|~~===~~|~~===~~|
||~~===~~|||~~===~~|~~===~~|~~===~~|**-**<br>~~===~~|~~===~~|~~===~~|
||~~===~~|||~~===~~|~~===~~|~~===~~|**-**<br>~~===~~|~~===~~|~~===~~|
|~~===~~|~~===~~|~~===~~|~~===~~|~~===~~|~~===~~|~~===~~|~~===~~|~~===~~|~~===~~|
|Signed by one or two trustees on behalf<br>of all the trustees|Signature||||Print Name||||Date of approval|
||||||Gordon Dixon||||08/04/2024|
||||||James Sutton||||08/04/2024|



CCXX R2 accounts (SS) 

15/03/2024 

2 



**Independent examiner's report on the accounts** 

**Section A                        Independent Examiner’s Report** 

**Report to the trustees/** Charity Name Avison Charitable Trust **members of On accounts for the year** 31 March 2024 **Charity no** 1017068 **ended (if any) Set out on pages** (remember  to include the page numbers of additional sheets) 

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31/ 03 / 2024** . 

- **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 Act”). 

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. 

**Independent** I have completed my examination.  I confirm that no material matters have **examiner's statement** come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect: 

- accounting records were not kept in accordance with section 130 of the Act or 

- the accounts do not accord with the accounting records 

I have no concerns 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. 

* _Please delete the words in the brackets if they do not apply._ 

**Signed: Date:** 12/04/2024 **Name:** Philip Henry ~~My~~ **Relevant professional** Certified Public Accountants **qualification(s) or body (if any):** 

**Address:** 7&8 Delta Bank Road, Metro Riverside Gateshead 

NE11 9DJ 

- **Section B                           Disclosure** ~~ee~~ 

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). 

1 

**October 2018** 

**IER** 



**Give here brief details of any items that the examiner wishes to disclose** . 

2 

**October 2018** 

**IER**