2025-03-31-accounts - The Holst Birthplace Trust

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Trustees' Annual Report for the period

Period start date Period end date ~~a|~~ Day Month Year Day Month Year From 1 April 2024 To 31 March 2025 Section A Reference and administration details ~~a~~

Charity name The Holst Birthplace Trust

Other names charity is known by

Registered charity number (if any) 1078599

Charity's principal address 4 Clarence Road Cheltenham

Postcode GL52 2AY

Names of the charity trustees who manage the charity

Name of person (or body) Dates acted if not for Trustee name Office (if any) entitled to appoint whole year trustee (if any) ~~eeee~~ 1 Hilar ~~ee~~ y Simpson ~~Rs~~ Chair until 17 Jul 2024 Until 17 Jul 2024 ~~ee~~ 2 Martin Renshaw Chair from 17 Jul 2024 ~~eeesGt~~ 3 Paul Broekman Treasurer ~~ee Gs~~ 4 Sarah Porritt ~~es Gs~~ 5 John Wright ~~ee nsGs~~ 6 Steve Leary ~~es ns~~ 7 Lindsay Travis Until 17 Jul 2024 ~~ee Gs~~ From 17 Jul 2024 8[Kayte Ferris ] Until 1 Oct 2024 ~~a ee ee ee~~ 9 James Golding From 12 Nov 2024 ~~ee Gs~~ 10 Adam Jones From 12 Nov 2024 ~~es ns~~ 11 Paul Newman From 17 Jul 2024 ~~eeRs~~ 12 Joe O'Donnell From 17 Jul 2024 ~~ee ns~~ ~~GR~~

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

Names and addresses of advisers (Optional information) Type of adviser Name Address ~~es~~ Name of chief executive or names of senior staff members (Optional information)

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Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

(eg. trust deed, constitution)

Memorandum and articles of association incorporated 10 November 1999 as amended on 05 Jul 2021 as amended on 03 Jul 2017 as amended on 03 Jul 2018 as amended on 01 Jul 2013.

How the charity is constituted

Charitable company, company number 03874939.

(eg. trust, association, company)

Trustee selection methods

(eg. appointed by, elected by)

Trustees are elected at the AGM. Provided the maximum number of Trustees is not exceeded the trustees can appoint further Trustees to fill vacancies until the next AGM.

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Trustee training. To prepare new Trustees for their role as Trustees, the charity uses literature provided by the Charity Commission plus briefings from existing Trustees.

Organisation structure. The charity employs two staff; detailed operating decisions are made by staff and policy decisions are made by the Trustees with advice from the staff.

All Trustees gave their time voluntarily and received no remuneration or other benefits.

Related parties: none.

Risk management. At each of its meetings the committee of Trustees reviews a comprehensive risk log, which includes the financial situation of the charity and the state of its assets.

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Section C Objectives and activities

The Charitable objects are: the advancement of the education of the Summary of the objects of the public by:- 1) the maintenance promotion and continuing development of charity set out in its a museum and period house dedicated to Gustav Holst; and 2) governing document encouraging the art of music. The main activity was opening the Holst Victorian House (HVH) as a Summary of the main visitor attraction and research facility, and it provides an authentic activities undertaken for the experience both of domestic life in a Victorian house and of Gustav public benefit in relation to Holst's own life and music. This main activity was supplemented with these objects (include within events relevant to the purpose of HVH and with educational projects for this section the statutory schools. declaration that trustees have had regard to the guidance In accordance with section 17 of the Charities Act 2011, the Trustees issued by the Charity have satisfied themselves that the charity's purpose and activities provide Commission on public a public benefit. benefit)

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

In 2024-25 we celebrated the 150th anniversary of Gustav Holst’s birth Summary of the main with a series of events culminating in an all-day community-based achievements of the charity programme and evening concert at the Pittville Pump Room. during the year

We completed our submission for Arts Council England accreditation for 1 April 2025 and expect to know the result in the autumn. This involved developing and updating a full range of policies and plans across all our major activities.

In January 2025, HVH added our virtual guide to the free, global Bloomberg Connects platform. This enables users to find out more about our museum and collections before, during and after their visit. This significantly enhances our accessibility as Bloomberg is in over 40 languages and, as it is available in both video and audio, enables those who cannot attend in person to enjoy our Museum.

Our exhibitions this year were In A Parisian Salon - which showcased the support provided to Holst by wealthy socialite Louise Dyer and the objects we acquired from her legacy – and Gustav Holst and the Three Choirs , exploring Holst’s links with the 300-year-old festival. Events held at the house included craft, literary and entertainment sessions for children and adults, sessions for schools, and group visits and tours. The 2024 Birthday Concert was given by the Bristol Classical Players, featuring soloist Sir Stephen Hough.

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Section E Financial review

The unrestricted funds are designated for maintenance and unplanned Brief statement of the emergency repairs to the internal and external fabric of the building and charity’s policy on reserves to meet any revenue account deficits incurred. Funds not immediately required for known cash commitments are invested in building societies and in equity and in fixed interest funds specifically managed for charities. A restricted fund is maintained to provide funding to enable expansion of the collection by acquisition and for the care of collections. None.

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) John Manuel Beard Position (eg Secretary, Chair, etc)[Secretary ] Date 29 October 2025

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Statement of Financial Affairs (Income and Expenditure) 2024-25

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Balance Sheet 2024-25 The Holst Birthplace Trust (a company limited by guarantee, registered charity 1078599) Balance Sheet As at 31 st March 2025 31-Mar-25 31-Mar-24 Fixed Asset5 Tangible Assets Freehold Property Fixtures and Fittings Less Accumulated Depreciation on Fixtures and Fitb"ngs Collection Items - Herrtage assels Total Tangible Assets Total Fixed Assets 148.500.00 35.463 53 -25.655.56 104,819 00 263,126.97 263,126.97 148.500.00 32,363.53 -23.743.66 104,819 00 261,938.87 261,938.87 Current Assets Cash at bank and in hand Debtors and Prepayments Investrnents Stock Total Current Assets 88,971.94 2.702_12 38.416 01 2.541 51 132,631.58 125,996.14 2.296.19 39.029.50 3,106.21 170,428.04 Llabilltles Credrtors.- Amounts falling due wtlhin one year 10.810_68 21.140.21 Net current assets (Liabilities) 121,820.90 149,287.83 Total Assets less Current Ilablllties 384,947.87 411,226.70 Capttal and Reserve$ Unrestricted funds Reslricled income funds Revaluabon reserve Total Capital and Reserves 230.252_87 6.195 00 148.500.00 384,947.87 242.805.33 19,921.37 148.500.00 411,226.70 Foi Ihe year ended 31 March 2025 the company was entrtled lo exemption trom audrt under secth.on 477 of Ihe Companies Act The membeis have not iequired the company lo obtain an audrt in accordance Nmth sects.on 476 of the Companies Acl 2006. The directors ackowledge their responsibility for cOmp.g Ihe requirements of the Act th respect to accounting records and for the preparation of accounts. These accounts have been prepared in accoid8nce wtlh the provisions applicable lo companies subject to the small companies regime_ Direclor l Trustee". Paul Broekman TAR March 2012

Independent Examiner's Report on the accounts 2024-25

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