## **Trustees' Annual Report for the period**
> Period start date **To** Period end date 01 May 2022 30 April 2023
**From**
## Section A Reference and administration details
**Charity name Other names charity is known by Registered charity number (if any)** 1081794 **Charity's principal address** The Belvedere
West Wight Arts Association
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WWAA
1081794
The Belvedere
Victoria Road
Yarmouth, Isle of Wight
Postcode PO410QW
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## **Names of the charity trustees who manage the charity**
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Dates acted if not Name of person (or body) entitled
Trustee name Office (if any)
for whole year to appoint trustee (if any)
1 Mr Keith Bowden Brettell President The Trustees
2 Mr Richard Hugh Dawson Hon. Treasurer
3 Ms Harriet Emma Gibbins
4 Mrs Gillian Eleanor Hodson
5 Mrs Judith Hunt Chair
6 Mr Douglas James Kelman
7 Ms Claire Philpot
8 Miss Jacqueline Warner
Mrs Mary Elizabeth Sarah Vice chair
9
Wason
Mrs Pamela Louise
10
Wedgwood
11 Mr Richard Wilkins
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**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**|
|---|---|---|
|Independent examiner|Richard Leonard|Solent View Cottage, Long’s Wharf, Yarmouth, Isle of
Wight PO41 0PW|
**Name of chief executive or names of senior staff members (Optional information)**
March **2012**
**TAR**
1
**Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
Constitution 11th May 2019
- (eg. trust deed, constitution)
How the charity is constituted
Charitable Association
- (eg. trust, association, company)
Appointed by Trustees and re-elected every three years at an annual Trustee selection methods general meeting.
- (eg. appointed by, elected by)
## **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.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
The objects of WWAA shall be to promote, improve, develop and maintain public education in, and appreciation of, the art and science of music and drama in all their aspects, by the presentation of public professional or amateur performances.
WWAA will endeavour to hold a Bursary competition biennially for youngsters aged between 11 and 18 years old who live on the Isle of Wight which shall be funded to a level agreed by the Trustees from any surplus retained income.
March **2012**
**TAR**
2
In planning our activities for the year the Trustees kept in mind the Charity Commission’s guidance on public benefit.
The main activities during the year were as follows:-
1. Continued operation of our young musicians’ bursary scheme designed to encourage local talented youngsters and help with a financial contribution to their further professional development. The last round of the scheme took place in early 2022. However, during the current year a one off bursary was awarded to a young composer whose application was delayed.
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
2. Ensuring sufficient funding for the continuing good health of the Association’s Steinway grand piano, purchased nearly 30 years ago with the help of lottery funding. Without this exceptional instrument the Association would be less likely to attract performers of the highest quality, so necessary to the continued success of the charity. 3. Making the Steinway grand piano available to local musicians and free of charge to local charities. 4. Investigating with local schools and the Music Hub in the future provision of instruments for use in local schools. Investigating the possibility of providing one year of music tuition to a year group in a local primary school. With the Isle of Wight Music Hub we have now agreed the funding of recorder classes in the local Freshwater primary school. These classes commenced in September 2023 and will run for the full academic year.
5. Liaising with local schools, other music charities and musicians with a view to promoting musical workshops for local schoolchildren from visiting professional musicians. This included a successful visit from the Bournemouth Symphony Orchestra who provided workshops, demonstrations and talks in local schools and a follow up concert for the children, their families and the wider public at the end of their visit. 6. Representing the Charity and its charitable objects at local events and by invitation at the Royal Carol Service at Westminster Abbey. 7. Liaising with the Island Collection (now Creative Island), which is a development organisation committed to improving the quality of life for all those who live in and who visit the Isle of Wight, to consider island wide initiatives the charity could assist with. This has already led to a proposal from a leading professional choral director from the mainland to set up a music festival on the island in Spring 2024.
8. Holding an end of the season concert with past bursary award winners.
March **2012**
**TAR**
3
## **Additional details of objectives and activities (Optional information)**
In reviewing the level of the Association’s reserves, careful consideration was given to retaining sufficient funds to enable the Association to fulfill its functions and charitable aims without creating an unrealistic surplus. Following the Covid pandemic of the last few years the Trustees have been cautious about reducing reserves too much. However, they have been actively investigating ways to help local schools with the provision of music within those schools for the benefit of local schoolchildren whether by helping in the provision of instruments, teaching and/or workshops.
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
In particular, the Charity is hoping to complete the initiative referred to in 4 above by providing funding for a recorder teacher for year 3 or Year 4 at a local primary school for one year initially. If this proves successful it would be hoped to expand on the scheme to include other years, schools or instruments.
None of the above activities would be possible without the sterling work contributed by the Association’s Trustees, all of whom work tirelessly to keep up the very high standard of music making for which the Association has gained an enviable reputation over the years. This enables us to keep concert ticket prices at a reasonable level so that audiences know they are getting value for money.
The Bursary scheme and the Association’s recent initiatives with local schools and schoolchildren fulfil a function which more and more falls to volunteer groups as government and council funding for music education shrinks year by year.
March **2012**
**TAR**
4
Section D Achievements and performance
The Association staged a full season of eight concerts, and we were Summary of the main pleased to see near capacity audiences. In addition to these concerts we achievements of the charity gave an opportunity to our past bursary award winners to perform in front during the year of an audience at our end of year free concert. During the year Bursary awards amounting in total to £5,500 were given to young musical artists from the island. The Association’s bi-annual scheme will operate again next year. In order to encourage the wider appreciation of music and attending concerts amongst the young we charge students and those under 18 only £2 for tickets to attend our concerts. The Association Steinway’s piano was made available for use by local and visiting musicians under the supervision of a trustee during the year. The Association has been seeking to provide additional musical opportunities for schoolchildren on the island by initiatives within schools both by the Association and by other charities for additional or more specialist musical teaching within island schools. In this connection the Association will be providing funding for a recorder group in Year 3 or 4 at a local primary school from September 2023 for the whole school year. This will involve arranging for the supply of instruments to the school and paying for a recorder teacher to come into the school to set up and run the group. It is hoped that this initiative, if successful, will be widened to include other schools, years and instruments in future years.
|**Section E Financial review**|**Section E Financial review**|
|---|---|
|**Brief statement of the**
**charity’s policy on reserves**
**Details of any funds materially**
**in deficit**||
||Piano reserve - £23,000
This is a disaster contingency reserve to cover uninsured repair or
replacement costs for the WWAA Steinway piano.
Artists reserve - £25,000
It is a contingency against lost income and is equivalent to artist’s fees for
two years. This enables us to cover contracted artists’ costs.
Bursary Fund - £5,000
This is a dedicated fund, to be used entirely for the Bursary competition.
General reserve
The balance of running costs, which can be used for any purpose within
the constitution of the WWAA, as agreed by the Trustees.
The Trustees review all reserves and funds annually to set values.|
||None|
March **2012**
**TAR**
5
## **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.
The principal source of funding is through the sale of tickets for our concerts. This is generally sufficient to cover all relevant costs.
An important secondary source is donations from our regular concertgoers.
We normally undertake no fund-raising exercises and rely on the generosity of a number of regular concertgoers, as well as others who make small donations from time to time.
However, in the past we have raised funds to cover the cost of piano refurbishment and the payment of artists fees to those prevented from performing owing to Covid-19 restrictions.
We budget so that we record a big enough surplus each year to fund the Bursary and now also the provision of the recorder teaching in local schools referred to above.
## **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)**
Dick Dawson
**Full name(s)** Judith Hunt
**Position (eg Secretary, Chair,**
**etc)** Chair
Treasurer
**Date** 8 January 2023
March **2012**
**TAR**
6
**CC16a**
|**West**|**Wight Arts Association**|**Wight Arts Association**|**Wight Arts Association**|||**1081794**|
|---|---|---|---|---|---|---|
||**Receipts**||**and payments**||**accounts**||
|**For**|**the period**
**from**||01/05/2022|**To**||30/04/2023|
## **Section A Receipts and payments**
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Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Concert ticket sales 18,562 - - 18,562 17,357
Additional concert income 2,461 - - 2,461 632
Donations (including sponsors) 5,880 - - 5,880 12,402
Advertising 360 - - 360 0
Piano hire 600 - - 600 100
Gift Aid tax repaid 2,127 - - 2,127 424
Bank interest received 542 - - 542 116
Sub total (Gross income for
- - 30,532 31,031
AR) [ 30,532 ]
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 30,532 - - 30,532 31,031
A3 Payments
Artist fees and travel 12,657 - - 12,657 14,072
Hall and piano expenses 2,849 - - 2,849 1,634
Concert expenses 2,996 - - 2,996 1,813
Other expenses 208 - - 208 247
Administration 1,248 - - 1,248 1,464
Bursary awards - 250 - 250 5,500
Rounding 1 - - 1 - 1
Sub total [ 19,960 ] 250 - 20,210 24,729
A4 Asset and investment
purchases, (see table)
Music stands, curtains - - - - 122
- - - -
Sub total [ - ] - - - 122
Total payments [ 19,960 ] 250 - 20,210 24,851
Net of receipts/(payments) 10,572 - 250 - 10,322 6,180
A5 Transfers between funds - 250 250 - - -
A6 Cash funds last year end 51,831 5,000 - 56,831 50,651
Cash funds this year end 62,153 5,000 - 67,153 56,831
**----- End of picture text -----**
CCXX R1 accounts (SS)
08/06/2023
1
|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**||
|---|---|---|---|
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
Natwest current account
Natwest deposit account
Petty cash
**Details**
**Details**
Nationwide savings account
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**17,069**
**5,000**
**16,829**
**-**
**27,938**
**317**
**-**
**62,153**
**5,000**
OK
OK
**Unrestricted**
**f**
**d**
**Restricted**
**f**
**d**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
Print Name
D Dawson
J Hunt|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**|
||||**-**|
||||OK|
||||**Endowment**
**f**
**d**
**to nearest £**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval
02/06/2023
02/06/2023|
CCXX R2 accounts (SS)
08/06/2023
2
CHARITY COMMISSION
I FOR ENGLAND AND WALES
Independent examiner's report on the
accounts
Section A
Independent Examiner's Report
Report to the trustees
W£sT WI4Hr AX TS Oc/ /Pfi ON
Jo A-fRIL Zo23
On a¢¢ounts for the year
ended
Charity no
(if any)
/D8 IF24
Set out on pages
I report to the trustees on my examination of the accounts of the above
charity l.the Trust") for the year ended
Responsibilities and
basis of report
As the charttvs trustees, you are responsible for the preparation 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 oul my examination, I
have followed all the applicable Direclions given by the Charity Commission
under seclion 145151{b) of the Act.
Independent tfhe charws gross income exeded £250,000 and l am qualified to
examinerfs statement undertake the examination by being a qualified member of linsert name of
applicable listed body]l. Delete [ l if not applicable.
I have completed my examination. I confirm that no material matters have
come to my attention in connection with the examination
IS0 which gives me cause to believe Ihal in, any material
respect-
the accounting records were not kept in accordance with section 130
of the Charities Act- or
the accounts did not accord with the accounting records", or
the accounts did not comply with the applicable requirements
concerning Ihe form and content of accounts set out in the Charities
(Accounts and Reports} Regulations 2008 other than any requirement
that the accounts give 8 'tNe and fair, view which is nol a matter
considered as part of an independent examination.
I have no concerns and have come across no other matters In connection
with the examination to which attenlion should be drawn in this report in
order to enable a proper underslanding of the accounls to be reached.
Pleasg delete the wonls in the braGkets rfthey do not apply.
Signed".
Date:
Name:
Relevant professional
qualification{s) or body
IER
Oct 2018