OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-09-30-accounts

Sinfonia Cymru

Charity No. 1058196

Company No. 03240356

Trustees' Report and Unaudited Accounts

30 September 2024

Sinfonia Cymru Contents

Pages
Trustees' Annual Report 2 - 12
Independent Examiner's Report 13
Statement of Financial Activities 14
Balance Sheet 15
Notes to the Accounts 16 - 25
Chartered Accountants Report 26

Page 1

Sinfonia Cymru Trustees Annual Report

REFERENCE AND ADMINISTRATIVE DETAILS

Company No. 03240356

Charity No. 1058196

Registered Office

103 Bute Street Cardiff Caerdydd CF10 5AD

Directors and Trustees

The Directors of the charitable company are its Trustees for the purposes of charity law. The following Directors and Trustees served during the year:

R.S. Bright A.F. Jones L.M. Madeley J. Marriot A.T. Marshman C. Plumley W.M.A. Sterk A.J. Vennart S.E. Willis Tansley

Key Management Personnel

Chair Wiard Sterk Secretary Caroline Tress Chief Executive Caroline Tress

Accountants

Full Stop Accounts Ltd 67 Lakeside Drive Cardiff CF23 6DE

Bankers

Unity Trust Bank plc Nine Brindley Place Birmingham B1 2HB

Solicitors

Independent Examiner

Tina Jenkins CGMA 19 Clos y Carw Llantwit Fadre CF38 2BP

Page 2

Sinfonia Cymru Trustees Annual Report

OBJECTIVES AND ACTIVITIES

Introduction

Sinfonia Cymru is a chamber orchestra for exceptional professional musicians under the age of 30 from Wales, the UK and beyond, dedicated to championing young players and helping them to grow their experience in the early stages of their career. Through investment in the development of emerging musicians, we develop future generations of cultural artists and leaders. Our Welsh identity is fundamental to our work: our interdependent mission is that everyone in Wales will have the opportunity to access classical music and that far more people, from a diversity of backgrounds, will participate in, be inspired by, and experience our performances and community projects. We achieve this by taking music into communities across Wales, to both urban and rural venues, and to schools and healthcare settings.

Our core work includes chamber orchestral concerts, chamber music recitals, cutting-edge contemporary music, cross-genre projects, and projects with, and for, schools. At times we’re an orchestra in the traditional sense – ranging in scale from string ensemble to full symphony. At other times, smaller groups of players provide more intimate performances in a variety of styles. We are almost always unconducted, directed by the Leader or Guest Soloist.

We aim to nurture classical musicians who are exceptionally talented, artistically curious, challenging, open and engaging, and who will become role models for other young players. Today, musicians need a much wider skills-set and a more flexible approach to music-making then previous generations, and we help our players develop this. Unafraid to challenge the status quo, we put our players at the heart of our creative programming and give musicians the opportunity to cultivate a wide range of skills. For a freelance orchestra, this is very unusual.

We are very grateful to our key stakeholders, the Arts Council of Wales and Welsh Government, without whose funding we would not be able to deliver great musical experiences for audiences close to their homes, in traditional music venues and in a wide variety of smaller and unconventional settings. This public funding support, alongside other valued support from Trusts, Foundations, and individual donors, enables us to play our role in ensuring a future for classical music in Wales. In particular, we are grateful to the Foyle Foundation, Colwinston Charitable Trust, PRS Foundation, Mid Wales Music Trust, Ty Cerdd, Scops Arts Trust, Nugee Foundation, and Powys Community Endowment Fund all of which have supported for our work this year.

Public benefit

The Trustees confirm that they have referred to the Charity Commission’s general guidance on public benefit when reviewing the charity’s aims and objectives and in planning future activities. The main activities undertaken to further the charity’s purpose for the public benefit are outlined throughout the report.

ACHIEVEMENTS AND PERFORMANCE

The 2023/24 season was one of the busiest years in the organisation’s history, in terms of the number of events presented to audiences in Wales and the number of days of work provided to musicians. In total, we presented 120 events, including concerts, workshops, interactive schools performances, and community collaborative performances, reaching 12,000 live audience members/participants in every local authority in Wales and further afield, in venues ranging from fruit and veg shops to miners’ institutes, schools to concert halls. Broadcasts of our projects on BBC Radio 3, S4C and Youtube reached hundreds of thousands more listeners.

Page 3

Sinfonia Cymru Trustees Annual Report

Orchestral Series

There were three orchestral tours – the first, in November 2023, was with BRIT Award-winning Saxophonist and BBC Presenter Jess Gillam M.B.E. and 14 Sinfonia Cymru string players. Jess performed an eclectic programme taking in classical works by CPE Bach, Nadia Boulanger, Morfudd Owen and Georg Philipp Telemann and contemporary works ranging from David Bowie and Max Richter to Ar Hyd y Nos, arranged by Sinfonia Cymru’s own creative Associate Simmy Singh. The concert toured to Royal Welsh College of Music and Drama (Cardiff), St George’s (Bristol), Pontyberem Memorial Hall and Aberystwyth Arts Centre. Audience feedback from the tour was very positive:

“The concert was absolutely joyful. So uplifted after that. You’re all super talented. Bravo!.”

“Amazing! Diolch am dod i pentre fach yn y gorllewin.” ["Thank you for coming to a small village in the West.”]

“It was glorious! Beautifully curated, wonderful atmosphere and such a joy to listen to such talented musicians.”

“Best musical experience all year.”

“It was an amazing performance with lots of young people on stage, displaying amazing musicianship throughout. A real night to remember with superb communication between the performers.”

The tour was preceded by a performance for pupils at Holton Primary School in Barry, where the orchestra had rehearsed. This is part of our “hafan” (Welsh for “home”) model, launched in January 2023, which saw Sinfonia Cymru vacate our office, instead rehearsing and meeting as a staff team at various “hafans” around Wales: Aberystwyth Arts Centre, Newport Riverfront and Holton Primary School in Barry. Money saved on rental costs is now reinvested in work with and for the communities surrounding those hafans, as can be seen in this clip of Jess Gillam and the orchestra performing for pupils at Holton Primary: https://www.facebook.com/watch/?v=705468764567952&ref=sharing.

Our second orchestral tour, titled “Time Machine”, in February 2024, was with former BBC New Generation Artist and RPS Young Artist award-winner, guitarist Sean Shibe. We toured Wales with a programme of music by contemporary composers for a flexible ensemble of 15 Sinfonia Cymru musicians, with Sean Shibe playing electric and classical guitar. The programme included the premiere of Welsh composer David John Roche’s “Chorus in Alto”, a new concert for electric and classical guitar, co-commissioned by Britten Sinfonia (through their Magnum Opus composers scheme) and Sinfonia Cymru. We are grateful to Britten Sinfonia for allowing Sinfonia Cymru to premiere the piece.

An extended rehearsal period meant that we were able to give an exceptionally high quality performance of a complex and adventurous programme, that was broadcast on BBC Radio 3’s In Concert on 9th April 2024. Rehearsals took place at another of our "hafans", Aberystwyth Arts Centre, where, in between rehearsals for Time Machine, Sinfonia Cymru musicians workshopped new music by five Welsh composers for the project Cerddwn, working side-by-side with community symphony orchestra Philomusica.

This gave amateur orchestra players the opportunity to play beside Sinfonia Cymru professionals, supported emerging composers to develop their music, and created enthusiasm for contemporary classical music among Philomusica members, many of whom attended a Time Machine performance. In July 2024, Sinfonia Cymru reunited with Philomusica to premiere the five pieces workshopped in February, performing in a railway shed, surrounded by steam locomotives.

Page 4

Sinfonia Cymru Trustees Annual Report

“An exhilarating concert. Time Machine is the racy title of Sinfonia Cymru’s latest concert series, a collaboration with the brilliant and versatile guitarist Sean Shibe, assembled by him and putting the electric guitar centre stage. This substantial programme embraced both American and British scores whose fabric involves technology, whether specifically making the connection with audio or film or simply engaging with styles where pulse and rhythm condition thrusting propulsion…David Roche’s new concerto for electric guitar, Chorus in Alto, written for Sean Shibe and jointly commissioned by the Britten Sinfonia, was the main focus. Roche unselfconsciously indulged his own background to include metal and rock with a more classical approach, while at the same time indulging Shibe’s remarkable virtuosity. [It] made for a vibrantly energetic conclusion…A fascinating evening.” Rian Evans for the Guardian 26 February 2024.

The final orchestral concert of the year was “Regenerate: Seasons for Change”. In March 2023, Sinfonia Cymru had been asked to record Vivaldi’s Four Seasons for the series premiere of Sky Arts’ Musical Masterpieces, which was first broadcast in September 2023. Sinfonia Cymru Creative Associate, climate activist and violinist Simmy Singh, in the soloist/Director role, was determined to stamp a Sinfonia Cymru identity on the piece, reimagining the work with percussionist Delia Stevens as co-Director and our chamber orchestra, to reflect the seasons as they are today. They completely restructured Vivaldi’s music and incorporated singing and percussion to communicate climate grief, anger and hope for the future. In summer 2024, we developed this concept into a full concert programme, with the Vivaldi reimagining at its centre, and toured the programme with triple BBC Folk Musician of the Year nominee, Will Pound (harmonica) alongside Simmy and Delia. The programme also included a reimaging of Vaughan Williams’ Lark Ascending, as well as compositions by each of the soloists.

In parallel with the tour, we embedded bespoke participation opportunities for communities surrounding our touring venues, including a pre-concert collaborative performance with Oasis One World Choir (Cardiff choir of refugees and people seeking asylum), and “Music & Nature Connection” sessions with local climate activist groups in four areas of Wales, led by Simmy. You can see a video round-up of this tour here: https://sinfonia.cymru/2024/10/regenerate-round-up/

“This orchestra has transcended its traditional role, using the power of music to immerse the audience in a world where music becomes a catalyst for hope, imagination and the future of our planet. This intersection of art and advocacy not only engages hearts and minds, but offers transformative opportunities to think beyond immediate concerns and imagine a world where our collective desire and right to a healthier, greener, fairer future is a reality…Sinfonia Cymru’s pioneering initiative makes it clear that cultural institutions have a pivotal role to play in shaping the sustainable narrative and mobilising communities towards meaningful change. Artists challenge us to contemplate what could be achieved if each individual, particularly those in positions of influence and power, fully commits to their role in making change a reality.” Hannah Tottle for Climate Cymru, 28th June 2024.

“I am still on Cloud 9 following the amazing concert Regenerate last night in Criccieth. What an amazing performance from all the players. The music was sensational - all consuming. I felt on the edge of my seat wondering how it could get any better and then it did. I felt that I was in the presence of an incredibly cohesive group of players who are passionate about their music.” Audience feedback.

Page 5

Sinfonia Cymru Trustees Annual Report

Patrick Rimes and Cerys Hafana tour

In addition to our orchestral series, in February 2024, we worked with guest artists and Welsh folk musicians singer/triple harpist Cerys Hafana and fiddler/composer Patrick Rimes. Five of Sinfonia Cymru’s Welsh-speaking musicians collaborated with Patrick and Cerys on a programme celebrating the unique sounds and landscapes of Wales. For the tour we commissioned Patrick to arrange songs from Cerys’ album Edyf, as well as compose an original suite titled Entrychion (‘High’), inspired by famous climbing routes in the Eryri mountains where he grew up. There was a fantastic audience response to a sold out tour in the Welsh language. In Bangor, several people left the concert teary-eyed, and told Sinfonia Cymru staff that they were particularly moved because the music was written about the landscape many of them were from, and/or because they had a personal connection to Patrick. Two audience members who saw the lunchtime concert at Riverfront enjoyed it so much that they came to the Cardiff performance that evening as well. A further audience member wrote the following:

“Hello, I went to see your performance with Cerys Hafana and Patrick Rimes last Wednesday at the Riverfront and I am creating a painting based on the beautiful performance to let others view what I experienced through your music…Thank you again for a wonderful experience and for the inspiration”

The tour with Patrick and Cerys also offered Welsh-speaking Sinfonia Cymru players opportunities to rehearse, perform and build peer networks working in the language they grew up speaking.

“The project afforded me the invaluable opportunity to collaborate with exceptional musicians in Cerys and Patrick, along with Sinfonia Cymru colleagues. I found this deeply inspiring… Sharing the experience of touring Wales with fellow Welsh musicians was particularly poignant, allowing for a deep bond over shared memories of our musical upbringing. Despite some similar pathways, each of us on this project had our own unique experiences and perspectives within music. By working intensely together over several days we were able to bring out each of our qualities and it felt like the end product was ‘greater than the sum of its parts’.” Mabon Rhyd, viola

Welsh language TV channel S4C commissioned a recording by Orchard TV of one of the pieces for broadcast on Dydd Miwsig (Welsh music day): https://www.youtube.com/watch?v=jV-aHz7l_7k, and this was later broadcast on BBC Radio 3.

Along with the sold-out tour to Newport Riverfront, Ceredigion Museum and Pontio, Bangor, with Patrick and Cerys, we ran a programme of engagement which included: a free performance in a pub in Porter’s pub in Cardiff; a composer workshop, triple harp demonstration and a masterclass with musicians at Bangor University; a side-by-side strings workshop with Patrick, Cerys and the Sinfonia Cymru ensemble playing alongside young musicians from Flintshire Music Service; and an interactive performance at Holton Primary School in Barry.

Whispering Woods

March 2024 saw the culmination of our annual Powys schools project. Powys is the only county in Wales that until recently had no music service or equivalent. Without this central infrastructure for delivering music education, music provision is limited and uneven. Addressing this, each year from December to February, Sinfonia Cymru works with six primary schools in Powys on a song-writing, story-telling and chamber music project which introduces children to orchestral instruments and classical music, and gives pupils the chance to create music, explore their creativity and take part in performances for fellow school children at their local theatre. We worked with each of the six schools to deliver:

Page 6

Sinfonia Cymru Trustees Annual Report

In March 2024, each school performed their song in their local venue (Hafren, Theatr Brycheiniog, Wyeside Theatre). The story was narrated by Tamar, and a group of four Sinfonia Cymru musicians (including Joy on violin/vocals/guitar, plus a horn, harp and percussion) performed the music with the story. The children’s artwork was displayed as the set. Each class who had received a songwriting workshop took to the stage in their local venue to perform the song they themselves had helped write, providing a fantastic opportunity for the children to feel ownership and a sense of belonging in their local arts venue. In addition, all schools were sent in advance a Welsh traditional song to learn. These were learnt by the classes who had received a songwriting workshop, but also by the wider school, so that other classes attending the performance to watch were able to join in the performance as well.

Over the course of the project, 168 children aged 7-11 and their teachers had the chance to make music, explore their creativity, and take part in interactive performances with Sinfonia Cymru’s musicians and story-teller Tamar Williams. A further 160 children benefited from the project by creating scenic artwork exploring Welsh mythology with artists/set designers Hilary and Graham Roberts that was then displayed on stage at their local arts venues. 1,162 children attended the resulting performances in Wyeside, Hafren and Theatr Brycheiniog.

Mainly Village Halls

In May/June 2024, Sinfonia Cymru undertook a four-week “Mainly Village Halls” tour of 34 free chamber music performances. Our aim was to offer classical music performances of the highest quality to rural communities, reaching people who otherwise have limited or no access to classical concerts or formal concert venues without significant travel. Each week saw a different chamber ensemble visit a different area of Wales, reaching every local authority with performances in pubs, charity shops, miners’ institutes, a fruit and veg shop, schools, museums, care homes and village halls. In each venue, we collaborated with a local Community Ambassador who helped publicise the event to their community. Performances were presented in an accessible and engaging way, with players speaking directly to audiences, introducing the music and instruments, and speaking to audience members after the performances over a drink. To encourage attendance, performances were free, with the option to make a donation. Each week, the repertoire was curated by a Sinfonia Cymru musician. Audience reaction was extremely positive, and demonstrated that the concerts had attracted classical music lovers and people who had never attended a classical concert before:

“It was lovely to hear a live concert. Corwen is an area of wilderness and we have to visit St Asaph or Chester to hear a good concert recital. A brilliant afternoon of music.”

Page 7

Sinfonia Cymru Trustees Annual Report

“Super programme. Introduced me to music I didn’t know. Beautiful music from a group of very talented players. Truly magical. Diolch yn fawr!”

“Very enjoyable and different to anything I’ve seen before, except on TV.”

“Interesting programme, beautiful sound and great intro to the delights of strings for my two granddaughters who still cannot believe the range of sound and volume.”

“It’s the only time I’ve seen a live performance. Thank you so much for coming to Pentredwr. Absolutely fabulous – all of you.”

“You made me laugh and cry and you inspired me to press on as a new (but old!) learner of the violin. The sounds and harmonies were absolutely superb – Thank you! The interaction between you also brings life to the music”

“Great choice of music. Real warmth and communication. The whole set was beautifully played but the second part of the Ravel was exquisite. Thank you so much.”

Curate

In the Spring/Summer of 2023/24, Sinfonia Cymru presented three Curate projects – these projects give our players the opportunity to curate a concert of chamber music that tests out a new idea or explores a concept that they are passionate about. For audiences, this provides a chance to experience an emerging idea, something new and often ground-breaking. This year saw us present:

Other

Sinfonia Cymru presented chamber music projects throughout the year, most of which toured to multiple venues, and most of which were curated by the musicians themselves. These included our regular lunchtime concert series at one of our "hafans", the Riverfront Newport.

Page 8

Sinfonia Cymru

Trustees Annual Report

We were also pleased to appear in the summer at both the International Musical Eisteddfod in Llangollen (July 2024) and the National Eisteddfod in Pontypridd (August 2024). The appearance in Pontypridd saw Sinfonia Cymru perform alongside National Youth Arts Wales players on the main stage as part of the festival’s closing ceremony; performing three new works by Welsh composers, for the Tlws y Cyfansoddwr in partnership with Ty Cerdd and the National Eisteddfod; and give the premiere of a new Welsh language opera commissioned by Music Theatre Wales, “Bwystfilod Aflan” (Unclean Beasts), which served as the launch of a new partnership between Sinfonia Cymru and Music Theatre Wales that hopes to bring high-quality storytelling in music to more diverse communities across Wales, as well as providing different experiences for our players. At the Llangollen International Musical Eisteddfod, we revived The Whispering Woods, performing for 2000+ children, who were able to join in parts of the performance, singing Welsh traditional songs they had learnt in advance.

FINANCIAL REVIEW

Reserves Policy

The company saw an increase in reserves in the four years up to 2021/22, the result of careful financial planning in the years up to 2020, followed by the pandemic, when we continued to receive ACW grant funding, but were only able to present relatively inexpensive online work due to lock-down restrictions. As we entered the financial year 2023/24, the charity held reserves totalling £321,266.

The Trustees agree that now is the time to reduce these reserves via a series of annual financial deficits, in order to support a significant increase in the level of activity of the organisation. Freelance musicians, and particularly those at the beginning of their careers, were disproportionately and devastatingly affected financially by the pandemic. This has been further exacerbated by the cost of living crisis and cuts to public funding of the arts across the UK. A vital part of our mission is to support early-career musicians, providing them with earnings and artistically developmental and career-enhancing experiences. Sinfonia Cymru’s Trustees therefore agreed during the previous year (2022/23) to focus a strategic reduction of the reserves on increasing activity which achieves these goal, in other words, presenting more concerts or more projects in more locations around Wales and further afield.

Over the five years of this strategy (2022/23 to 2026/27), the increase in activity will be supported by money from reserves. The Board intend that increased expenditure will result in a deficit totalling a £120k over the five years to 2026/27, thus reducing the reserves level to c. £180k. After that point, we want to continue to operate at this higher level of activity. Therefore, specifically, expenditure from reserves will be spent on projects that help raise SC’s profile and/or build relationships with commercial partners, increasing SC’s capacity to secure earned income now and in the future. It is crucial that during these five years, SC continues to raise money from grants and private sources, to enable us to maintain and grow key projects and to demonstrate to ACW that we are able to meet fundraising targets we have laid out in our investment review application.

Page 9

Sinfonia Cymru Trustees Annual Report

There are early indications to suggest this strategy is working, with SC now providing circa double the number of working days for musicians as we were pre-pandemic, with approximately triple the number of projects reaching live audiences in Wales. In 2023/24, our work has appeared on Sky Arts, S4C, BBC Radio 3 and Classic FM, and we have launched partnerships with Music Theatre Wales, Aberystwyth University, National Eisteddfod, Llangollen International Musical Eisteddfod, Ty Cerdd, Charanga, Arts Active and Cardiff Music City Festival among others. All of these partnerships have resulted in SC being able to reach more audience members with artistically fulfilling, paid work for our musicians that is supported by partnership income. This also benefits our partners as we provide exceptional musicians, and management support. SC has restructured and is achieving this increased activity on the same ACW funding (ie a decreasing level in real terms). Administrative costs have decreased, by maintaining staffing costs (via a staffing restructure) and becoming a remote-working organisation without office costs. In effect, every £1 of grant funding SC receives is now being stretched further than ever before, benefiting more musicians and more participants, with an increased proportion of our income spent on artistic activity versus administrative costs.

Income/subsidy from new partnerships, economies of scale, more effective orchestra tax relief (OTR) planning, and the UK government’s continuation of Orchestra Tax Relief at the higher rate of 50% (increased during the pandemic, from 25%, and originally expected to reduce during this financial year), have meant that despite increased activity and expenditure, the company achieved a surplus of £20,330 in 2023/24. The Trustees agree that, nevertheless, the strategy of reducing reserves by £120k overall from 2022/23 to 2026/27 (resulting in total reserves of c. £180k by the end of 2027) is the right strategy. The organisation is therefore budgeting for a significant financial deficit in 2024/25, enabling us to present a number of special projects curated by our talented early-career musicians, and reaching more audiences around Wales and beyond.

At year end 2024, the organisation holds £321,195 in reserves. The Trustees have designated this as follows:

Staffing

A staffing restructure took place in March 2024. General Manager Tammy Daly left the organisation to take up a role at National Children’s Orchestras of Great Britain. The General Manager role and the Projects and Concerts Manager roles were merged, with Joseph Evans (previously Projects and Concerts Manager) taking on the role of General Manager. Rebecca Mercer’s (previously Audiences and Communities Co-ordinator) part-time role evolved to focus more on the increasing communities work the organisation is undertaking, now under the title Communities and Partnerships Co-ordinator. Two new members of parttime staff were recruited: Michael Triggs, as Concerts and Projects Assistant, and Ella Roberts as Marketing Assistant. Fundraising has been taken “in house” (the organisation is no longer working with a Fundraising Consultant); Heulwen Davies of Llais Marketing remains as Sinfonia Cymru’s Marketing Consultant.

Trustees

There were no appointments or resignations during the year. Trustees do not receive remuneration and there were no claims for reimbursement of expenses in running the charity.

Page 10

Sinfonia Cymru Trustees Annual Report

FUTURE PLANS

The 2024/25 season will see Sinfonia Cymru tour as a chamber orchestra with exceptional soloists: Sidiki Dembélé, Mariatou Dembélé and Modou Ndiaye will present a programme fusing West African, classical and Celtic music in November 2024; virtuoso violinist Hyeyoon Park will perform a newly arranged version of Beethoven’s Violin Concerto for chamber orchestra; and jazz bassist and former BBC New Generation Artist Misha Mullov-Abbado and Australian folk/classical violinist Bridget O’Donnell will present a programme titled Songs for the Earth, exploring folk and classical musical celebrations of the natural world.

As part of our commitment to reach more rural communities across Wales, we will repeat and expand our Mainly Village Halls Tour, taking free performances of chamber music to village halls, cafes, schools, shops and other community spaces across Wales.

Our lunchtime chamber concert series continues at Riverfront, Newport, with chamber tours of these programmes around Wales. Our Curate series, in which we ask players to submit proposals for programmes based around an idea of their choice and we then work with the selected 'curators' to produce the events, also continues.

Our annual project with Primary Schools in Powys will take place again in Spring 2025, supported by Mid Wales Music Trust.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Legal Status

The company was incorporated and commenced its activities on 21 August 1996. The company achieved charitable status on 23 September 1996.

Governing document

Sinfonia Cymru is a charitable company limited by guarantee, incorporated on 21 August 1996. The board is governed by its Memorandum and Articles of Association dated 13 August 1996 and amended on 16 December 2019. In the event of the board being wound up the members are required to contribute an amount not exceeding £1.

Recruitment and appointment of Trustees

Members of the Board of Trustees are appointed or removed by resolution of the trustees. Trustees are appointed to provide expertise in the various skills needed to run the organisation efficiently and effectively.

Trustee induction and training

Upon appointment, new trustees are given an induction pack which includes: a comprehensive Board handbook / Governance Code; recent Board papers; financial information including annual and long-term budgets. When appropriate, training sessions are open to board members where the training is considered useful to their role.

Operating Process

The Board meets at least four times a year, timed to fit with delivery of key targets or information requirements set by the Arts Council of Wales. The Board may form sub-committees in order to delegate specific tasks, processes or projects. Composition, engagement and management of the orchestra, programming, the running of the office, and day-to-day staff matters are delegated to the Chief Executive. The Chief Executive and Chair maintain a regular dialogue between formal Board meetings.

Page 11

Sinfonia Cymru Trustees Annual Report

Risk management

The trustees have examined the major risks that the charity faces, in particular those related to the operations and finances, and are satisfied that systems are in place to mitigate the exposure to significant risks.

RESPONSIBILITIES OF THE TRUSTEES

The trustees (who are also directors of Sinfonia Cymru for the purposes of company law) are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period.

In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

In so far as the trustees are aware:

The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

The above report has been prepared in accordance with the provisions applicable to companies subject to the small companies regime as set out in Part 15 of the Companies Act 2006 and in accordance with the Charities SORP (FRS 102).

Signed on behalf of the board

W.M.A. Sterk Chair 30 January 2025

Page 12

Sinfonia Cymru Independent Examiners Report

Independent Examiner's Report to the trustees of Sinfonia Cymru

I report to the charity trustees on my examination of the financial statements of Sinfonia Cymru for the year ended 30 September 2024.

Responsibilities and basis of report

As the charity's trustees of the company (and also its directors for the purposes of company law) you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Act 2006 ('the 2006 Act.

Having satisfied myself that the financial statements of the Charity are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's financial statements as carried out under section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.

Independent examiner's statement

As the charity's gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of , which is one of the listed bodies.

I have completed my examination. I can confirm that no material matters have come to my attention in connection with the examination giving me cause to believe:

I have no concerns and have come across no other matters in connection with the examination to which

attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.

----- Start of picture text -----
T T Jenkins Jenkins
Chartered Management Accountant
----- End of picture text -----

19 Clos y Carw Llantwit Fardre CF38 2BP

30 January 2025

Page 13

Sinfonia Cymru Statement of Financial Activities

for the year ended 30 September 2024

Notes
Income and endowments
from:
Donations and legacies
4
Charitable activities
5
Investments
6
Other
7
Total
Expenditure on:
Raising funds
8
Charitable activities
9
Other
10
Total
Net gains on investments
Net income/(expenditure)
Transfers between funds
Net income/(expenditure)
before other gains/(losses)
Other gains and losses
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Total funds carried forward
Unrestricted
funds
2024
£
228,645
76,589
579
117,142
Restricted
funds
2024
£
63,000
-
-
-
Total funds
2024
£
291,645
76,589
579
117,142
Total funds
2023
£
268,657
108,089
203
75,819
422,955
12,668
368,320
21,637
63,000
-
63,000
-
485,955
12,668
431,320
21,637
452,768
10,260
407,544
55,365
402,625
-
63,000
-
465,625
-
473,169
-
20,330
-
-
-
20,330
-
(20,401)
-
20,330 - 20,330 (20,401)
20,330
300,864
-
-
20,330
300,864
(20,401)
321,265
321,194 - 321,194 300,864

Page 14

Sinfonia Cymru Balance Sheet

at 30 September 2024

at 30 September 2024
Company No.
03240356
Notes 2024 2023
£ £
Fixed assets
Tangible assets 12 2,245 1,878
2,245 1,878
Current assets
Debtors 13 150,347 84,921
Cash at bank and in hand 180,437 231,827
330,784 316,748
Creditors:Amount falling due within one year 14 (11,835) (17,762)
Net current assets 318,949 298,986
Total assets less current liabilities 321,194 300,864
Net assets excluding pension asset or liability 321,194 300,864
Total net assets 321,194 300,864
The funds of the charity
Restricted funds 16
Unrestricted funds 16
General funds 26,194 26,265
Designated funds 295,000 274,599
321,194 300,864
Reserves 16
Total funds 321,194 300,864

These accounts have been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

For the year ended 30 September 2024 the company was entitled to exemption under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of accounts.

Approved by the board on 30 January 2025

And signed on its behalf by:

W.M.A. Sterk

Trustee

30 January 2025

Page 15

Sinfonia Cymru Notes to the Accounts

for the year ended 30 September 2024

Basis of preparation

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

Change in basis of accounting or to previous accounts

There has been no change to the accounting policies (valuation rules and method of accounting) since last year and no changes have been made to accounts for previous years.

Fund accounting

Income

Income with related Where income has related expenditure the income and related expenditure is expenditure reported gross in the SoFA. Donations and Voluntary income received by way of grants, donations and gifts is included in the legacies the SoFA when receivable and only when the Charity has unconditional entitlement to the income. Tax reclaims on Income from tax reclaims is included in the SoFA at the same time as the donations and gifts gift/donation to which it relates. Donated services These are only included in income (with an equivalent amount in expenditure) and facilities where the benefit to the Charity is reasonably quantifiable, measurable and material. Volunteer help The value of any volunteer help received is not included in the accounts. Investment income This is included in the accounts when receivable. Gains/(losses) on This includes any gain or loss resulting from revaluing investments to market value revaluation of fixed at the end of the year. assets Gains/(losses) on This includes any gain or loss on the sale of investments. investment assets

Page 16

Sinfonia Cymru Notes to the Accounts

Expenditure

Taxation

The charity is exempt from corporation tax on its charitable activities.

Freehold investment property

Investment properties are measured initially at cost and subsequently at fair value at each balance sheet date and are not depreciated. All gains or losses are taken to the Statement of Financial Activities as they arise.

Stocks

Stock is included at the lower of cost or net realisable value. Donated items of stock are recognised at fair value which is the amount the charity would have been willing to pay for the items on the open market.

Trade and other debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Cash and cash equivalents

Cash and cash equivalents comprise cash at bank and on hand, demand deposits with banks and other short-term highly liquid investments with original maturities of three months or less and bank overdrafts. In the statement of financial position, bank overdrafts are shown within borrowings or current liabilities. In the Statement of Cash Flows, cash and cash equivalents are shown net of bank overdrafts that are repayable on demand and form an integral part of the company's cash management.

Trade and other creditors

Short term creditors are measured at the transaction price. Other creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

Page 17

Sinfonia Cymru Notes to the Accounts

Research and development

Expenditure on research and development is written off in the year in which it is incurred.

Foreign currencies

Monetary assets and liabilities denominated in currencies other than the functional currency of the charity are translated at the rates of exchange prevailing at the end of the reporting period.

Transactions in currencies other than the functional currency of the charity are recorded at the rate of exchange on the date that the transaction occurred.

All exchange differences are are taken into account in arriving at net income/expenditure.

Leased assets

Where the charity enters into a lease which entails taking substantially all the risks and rewards of ownership of an asset, the lease is treated as a finance lease.

Leases which do not transfer substantially all the risks and rewards of ownership to charity are classified as operating leases.

Assets held under finance leases are initially recognised as assets of the charity at their fair value at the inception of the lease or, if lower, at the present value of the minimum lease payments. The corresponding liability to the lessor is included in the balance sheet date as a finance lease obligation. Lease payments are apportioned between finance expenses and reduction of the lease obligation so as to achieve a constant rate of interest on the remaining balance of the liability. Finance expenses are recognised immediately, unless they are directly attributable to qualifying assets, in which case they are capitalised in accordance with the charity's policy on borrowing costs.

Assets held under finance leases are depreciated in the same way as owned assets.

Operating lease payments are recognised as an expense on a straight-line basis over the lease term. In the event that lease incentives are received to enter into operating leases, such incentives are recognised as a liability. The aggregate benefit of incentives is recognised as a reduction of rental expense on a straight-line basis.

Pension costs

The charity operates a defined contribution plan for its employees. A defined contribution plan is a pension plan under which the company pays fixed contributions into a separate entity. Once the contributions have been paid the company has no further payments obligations. The contributions are recognised as expenses when they fall due. Amounts not paid are shown in accruals in the balance sheet. The assets of the plan are held separately from the company in independently administered funds.

Receipt of donated goods, facilities and services

All donated goods, facilities and services received are recognised within incoming resources and expenditure at an estimate of the value to the charity.

2 Company status

The company is a private company limited by guarantee and consequently does not have share capital.

Page 18

Sinfonia Cymru

Notes to the Accounts

3 Statement of Financial Activities - prior year

3
Statement of Financial Activities - prior year
Income and endowments from:
Donations and legacies
Charitable activities
Investments
Other
Total
Expenditure on:
Raising funds
Charitable activities
Other
Total
Net income
Net income before other
gains/(losses)
Other gains and losses:
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Total funds carried forward
4
Income from donations and legacies
Donations and gifts
Gift Aid
General grants provided by
government/public sector
Trusts, Foundations and
Charitable organisations
Unrestricted
£
6,817
1,066
220,762
-
228,645
Unrestricted
funds
2023
£
237,149
102,289
203
75,819
415,460
10,260
370,236
55,365
435,861
(20,401)
(20,401)
(20,401)
321,265
300,864
Restricted
£
-
-
-
63,000
63,000
Restricted
funds
2023
£
31,508
5,800
-
-
37,308
-
37,308
-
37,308
-
-
-
-
-
Total
2024
£
6,817
1,066
220,762
63,000
291,645
Total funds
2023
£
268,657
108,089
203
75,819
452,768
10,260
407,544
55,365
473,169
(20,401)
(20,401)
(20,401)
321,265
300,864
Total
2023
£
7,926
-
229,223
31,508
268,657

Page 19

Sinfonia Cymru Notes to the Accounts

5 Income from charitable activities

Concerts and Performances
Creative Learning Income
Project income
6
Income from investments
Interest income
7
Other income
Orchestral Tax Relief
Theatre Tax Relief
Unrestricted
£
40,218
167
36,204
76,589
Unrestricted
£
579
579
Unrestricted
£
87,609
29,533
117,142
Total
2024
£
40,218
167
36,204
76,589
Total
2024
£
579
579
Total
2024
£
87,609
29,533
117,142
Total
2023
£
107,889
200
-
108,089
Total
2023
£
203
203
Total
2023
£
75,819
-
75,819

Within Theatre Tax Relief included an amount of £9,238 and £5,330 which are related to FY23 and FY22 Theatre Tax Relief claim.

8 Expenditure on raising funds

Expenditure on raising funds
Fundraising trading costs
Advertising, marketing, direct
mail and publicity
Unrestricted
£
12,668
12,668
Total
2024
£
12,668
12,668
Total
2023
£
10,260
10,260

Page 20

Sinfonia Cymru Notes to the Accounts

9 Expenditure on charitable activities

Unrestricted
£
Expenditure on charitable
activities
Concerts and Performances
244,485
Other staff costs
2,996
Staff wages
120,839
368,320
10 Other expenditure
Depreciation
Professional, Legal and
Consulting
General Administrative
Establishment Expenses
11 Staff costs
No employee received emoluments in excess of £60,000.
Total employee benefits received by key management
personnel
The average monthly number of full time equivalent
employees during the year was as follows:
Salaries and wages
Employers NI
Pension costs (defined
contribution pension plan)
Total staff costs
Restricted
£
63,000
-
-
63,000
Unrestricted
£
1,318
13,767
6,552
-
21,637
45,762
6
2024
£
111,989
3,525
5,325
-
120,839
Total
2024
£
307,485
2,996
120,839
431,320
Total
2024
£
1,318
13,767
6,552
-
21,637
Total
2023
£
297,454
4,935
105,155
407,544
Total
2023
£
1,038
44,821
5,826
3,680
55,365
40,726
4
2023
£
98,060
1,733
4,410
-
104,203

Amount of pension contributions recognised in the SOFA as an expense £5,324.72 (2023: £4,410). The charity operates a defined contribution pension scheme for staff. The assets of the scheme are held separately from those of the charity. The contributions are charged to the income and expenditure account and allocated between unrestricted and restricted funds where applicable.

Page 21

Sinfonia Cymru Notes to the Accounts

12 Tangible fixed assets

Cost or revaluation
At 1 October 2023
Additions
At 30 September 2024
Depreciation and
impairment
At 1 October 2023
Depreciation charge for the
year
At 30 September 2024
Net book values
At 30 September 2024
At 30 September 2023
13 Debtors
Trade debtors
VAT recoverable
Other debtors
Prepayments and accrued income
14 Creditors:
amounts falling due within one year
Trade creditors
Other taxes and social security
Other creditors
Accruals
Deferred income
2024
£
28,143
-
117,142
5,062
150,347
2024
£
770
2,819
274
6,547
1,425
11,835
£
6,564
1,685
8,249
4,686
1,318
6,004
2,245
1,878
£
6,564
1,685
8,249
4,686
1,318
6,004
2,245
1,878
2023
£
548
6,192
75,839
2,342
84,921
2023
£
10,829
-
989
1,985
3,959
17,762

15 Deferred Income

Movement of the deferred income shown in Creditors: amounts falling due within one year

At 1 October
Released in current year
Deferred in current year
At 30 September
2024
£
3,959
(3,959)
1,425
1,425
2023
£
7,820
(7,820)
3,959
3,959

Deferred income as at 30 September 2023 was £2,459 cost of living payment from Arts Council Wales and £1,500 restricted grant from Nugee Foundation for the Powys schools project.

Deferred income as at 30 September 2024 is £1,425 Cardiff Council transfer of restricted grant from N’famady project.

Page 22

Sinfonia Cymru Notes to the Accounts

16 Movement in funds

16 Movement in funds
At 1 October
2023
-
-
-
-
-
-
-
-
26,265
75,000
199,599
-
274,599
300,864
Incoming
resources
(including
other
gains/losses)
£
30,000
12,500
5,000
1,500
1,500
9,000
3,500
63,000
422,955
-
-
-
-
485,955
Resources
expended
£
Gross
transfers
£
-
-
-
-
-
-
-
-
(20,401)
-
(99,599)
120,000
20,401
-
At 30
September
2024
£
-
-
-
-
-
-
-
Restricted funds:
Restricted income funds:
Foyle Foundation
Colwinston Trust
Mid Wales Music Trust
Nugee
Powys Community Fund
PRS
Ty Cerdd
Total
Unrestricted funds:
General funds
Designated funds:
Designated Risk Reserve
Designated Programme
Reserve
Designated Enhanced
Programme Reserve
Total
Total funds
(30,000)
(12,500)
(5,000)
(1,500)
(1,500)
(9,000)
(3,500)
(63,000)
(402,625)
-
-
-
-
(465,625)
-
26,194
75,000
100,000
120,000
295,000
321,194

Purposes and restrictions in relation to the funds:

Restricted funds:
Foyle Foundation Artistic Programming
Colwinston Trust Mainly Village Halls
Mid Wales Music Trust Schools
Nugee Schools
Powys Community Fund Schools
PRS Welsh Commissions
Ty Cerdd Patrick Rimes
Designated funds:
Designated Risk Reserve
Designated Programme
Reserve

Page 23

Sinfonia Cymru Notes to the Accounts

Designated Enhanced

Programme Reserve

17 Analysis of net assets between funds

Analysis of net assets between funds
Fixed assets
Net current assets
Reconciliation of net debt
Cash and cash equivalents
Net debt
At 1 October
2023
£
Unrestricted
funds
£
2,245
318,949
321,194
Cash flows
£
Total
£
2,245
318,949
321,194
At 30
September
2024
£
231,827 (51,390) 180,437
231,827
231,827
(51,390)
(51,390)
180,437
180,437

18 Reconciliation of net debt

Page 24

Sinfonia Cymru Notes to the Accounts

19 Related party disclosures

Name of related party Description of relationship between the parties

Description of transaction and general amounts involved

Name of related party

Description of relationship between the parties

Description of transaction and general amounts involved

Alistair Vennart

Trustee

Creating musical arrangements for the organisation. Alistair is an established arranger of musical works, and received payment during the year of £1384.08 in line with industry standards.

The Gregynog Trust

The Gregynog Trust's Chair is Carole Anne Davies who is the wife of Sinfonia Cymru trustee Wiard Sterk.

Sinfonia Cymru paid £4158 to Gregynog Hall for venue costs throughout the year. During the year, discussions continued with the Gregynog Trust regarding a partnership between the two organisations. This commenced in the summer of 2022 and will see Sinfonia Cymru creating annual residencies at Gregynog Hall. Sinfonia Cymru was introduced to Gregynog Hall by Carole-Anne Davies, the Chair of The Gregynog Trust. Carole-Anne is married to Sinfonia Cymru trustee, Wiard Sterk. The discussions were started with the former Chief Executive of the Trust and have continued with her successor. Carole-Anne made the initial introduction for the two parties and during the handover period between her Chief Executives, she maintained a holding relationship with Sinfonia Cymru.

Page 25

Sinfonia Cymru Chartered Accountants Report

Sinfonia Cymru

Chartered Accountants Report to the Board of Trustees

In order to assist you to fulfil your duties under the Companies Act 2006, we have prepared for your approval the financial statements of Sinfonia Cymru for the year ended 30 September 2024 which comprise the Statement of Financial Activities (Income and Expenditure Account), the Balance Sheet, and the related notes from the company's accounting records and from information and explanations you have given us.

As a practising member firm of the Chartered Institute of Management Accountants, we are subject to its ethical and other professional requirements which are detailed at http://www.cimaglobal.com.

This report is made to the Board of Trustees of Sinfonia Cymru in accordance with our terms of engagement. Our work has been undertaken solely to prepare for your approval the financial statements of Sinfonia Cymru and state those matters that we have agreed to state to the Trustees in this report in accordance with the requirements of the Chartered Institute of Management Accountants as detailed at http://www.cimaglobal.com. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the company and its director for our work or for this report.

It is your duty to ensure that Sinfonia Cymru has kept adequate accounting records and to prepare statutory financial statements that give a true and fair view of the assets, liabilities, financial position and profit of Sinfonia Cymru. You consider that Sinfonia Cymru is exempt from the statutory audit requirement for the year.

We have not been instructed to carry out an audit of the financial statements of Sinfonia Cymru. For this reason, we have not verified the accuracy or completeness of the accounting records or information and explanations you have given to us and we do not, therefore, express any opinion on the statutory financial statements.

Lauren Harvey 67 Lakeside Drive CF23 6DE

Page 26