## **European Suzuki Teaching Development Trust** Registered Charity Number: 1092897 ## **Trustees’ Annual Report & Accounts for the financial year 1 January 2021 - 31 December 2021** (Accompanying the Receipts and Payments Accounts) ## **Legal and Administrative Information** Principal address: Dr Birte Kelly, Administrator Stour House, The Street, East Bergholt, Suffolk, CO7 6TF, England Telephone: +44 7928 447994 E-mail: birtekelly@gmail.com – suzukiteachingtrust@gmail.com Website: https://www.suzukiteachingtrust.org/ Governing document: Trust deed dated 15[th] March 2002 Bankers: CAF Bank, Kings Hill, West Malling, Kent ME19 4TA ## **Trustees and Governance:** Names of Trustees: Dr Haukur F. Hannesson, Chairman Mr Juan Drown Mrs Christine Magasiner Mr Martin Rüttimann Miss Clare Santer Trustee selection method: A new Trustee may be appointed by resolution of the existing Trustees. The number of Trustees shall be not less than three and not more than five. ## **About the Trust** The Trust was originally set up in 1994 by individual members of the European Suzuki Association (ESA) in response to appeals from musicians and teachers in Eastern European countries, who wanted to become Suzuki music teachers. In July 2002 the Trustees realised their long-term ambition to obtain registration as a charity, having updated the Trust Deed. **The Objects** of the Trust are ‘to advance the education of the public, particularly children and young people, about all aspects of the teaching methods, philosophy and practices of Dr Shinichi Suzuki in Europe and elsewhere.’ ## **Teacher Training** The Trust’s main focus is on teacher training to provide highly qualified professional Suzuki teachers. The Trust helps to establish new teacher training programmes in countries where these do not exist at present and continues to support existing development programmes, in Europe, The Middle East and Africa. Teacher training courses follow the guidelines of the European Suzuki Association Limited (ESA), which was established in 1980 to oversee Suzuki teacher training and which as at 31 December 2021 had 25 national Suzuki association members and one new associate member (Ukraine) The Trust works closely with the ESA and its teacher trainers and relies on the expertise and generosity of experienced Suzuki teacher trainers from national Suzuki associations across Europe and elsewhere. ## **Teacher Training Projects in 2021** ## **Ukraine** Ukrainian Suzuki Teaching courses have been the main focus for the Trust in the past two years. Until this year, when the Ukrainian National Suzuki Association was established and became an ESA member, courses had been run by the Polish Suzuki Association (CES). The Trustees are grateful to Bartosz Henrych, chair of CES, and his association for their support, which included additional funding. Thanks to this, UNSA now have 22 registered violin teachers, all trained by Anna Podhajska and a new level 2 & 3 course is underway with exams planned in May 2022. Due to the Covid-19 Pandemic most teacher training projects went online, but it was pleasing to see that **Anna Podhajska** started to hold and plan some live face to face sessions for her Ukrainian Violin Teacher Training course from autumn 2021. **Marzena Jasinska** continued her training course for Ukrainian piano teachers online and concluded with assessments, finished and registered by November 2021, also funded by the Trust. There are now 8 piano 2 teachers in Ukraine and a new course is planned for 2022-23. ## **South Africa** The trust agreed a grant for the first piano teachers in South Africa to attend an online course with Stephen Power. One new teacher has now passed her level 1 exam and is working to interest other teachers in Suzuki Piano. South Africa has a large community of violin and cello teachers and its own violin teacher trainer, Lee Marais who worked with Christophe Bossuat and Karen Kimmett, who trained many teachers with support from the Trust and still support the Suzuki community in both South Africa and Zimbabwe. ## **Project Expenditure in 2021** **----- Start of picture text -----**
Grants disbursed during 2021 GBP
Grant to Ukraine Piano Course (paid to Marzena Jasinska for 4,257
independent course)
Grant to support Ukraine Violin Teacher Training in Poland 4,100
Grant to support piano Teacher training for South Africa (Stephen 1,000
Power’s course)
Total grants paid during 2021 9,407
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Note: The cost of bank charges for international transfers totalled GBP 50 for 2021 **.** The Trust has a budget for grants of GBP 16,300 for 2022. ## **Donations and income in 2021** A generous legacy of £60,000 and major fundraising by ESA members have dominated the exceptional donations income during 2021. **----- Start of picture text -----**
Donations to the Trust from organisations and individuals in GBP
2021
Legacy from Jean Middlemiss 60,000
ESA Give a Child a Teacher Campaign: ‘100 Days Practice Challenge’ 5,202
Additional GaCaT donations Koen Rens and SVN 861
Credit Card donations re “Suzuki Sundays” (organised by ESA) 590
ESA: Donation from Account surplus 2020 5,000
Haukur F Hannesson for website costs 37
Regular monthly donations (anon) @£40 480
72,170
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Notes: (1) Some of the donations above attracted bank charges and commission costs – the total amount was GBP 47 3 (2) The Trust received additional Gift Aid (tax credit) income of GBP 76 (all applied to credit card donations) ## **Website** The Trust maintains a website, recreated and rebranded in 2019. Reports are published regularly in the ESA Newsletter, and further publicity material will be produced as required. ## **Policies** Reserves policy: Whilst administration costs are kept to an absolute minimum, the Trust has no guaranteed or regular income. While aiming to improve the overall financial position, the Trustees are therefore aware of the need to ensure 1) that sufficient reserves are available to cover any commitment to current major projects and 2) that the Trust has sufficient reserves to raise further funds and respond to applications for smaller grants for a period of at least a year. Grant-making policy: Policy is decided by the Trustees in accordance with the Trust Deed. Current policy is to give priority to applications from well-structured Suzuki teacher training programmes to be held in the country where teachers are needed, or in neighbouring countries. Teacher Training courses must be directed by ESA teacher trainers. All applications must be accompanied by a budget and supported by an ESA teacher trainer or national Suzuki Association. Investment selection policy: All funds are currently held on high interest accounts with CAF Bank. The Trustees deem that the Trust’s funds at present are insufficient for long-term investment. If the situation changes and further funds are raised, the Trustees will reconsider its policy, while still being bound by the terms of the Trust Deed and current legislation. Accounting policies: We present our accounts in a receipts and payments format according to Charity Commission requirements for Charitable Trusts. Account information is reviewed 4 regularly by the Trustees and formally approved in Trustees’ meetings. ## **Declaration** I declare in my capacity as Charity Trustee, that - the Trustees have approved the above report; and - have authorised me to sign it on their behalf Signature …………………………………………………………….. Full name ……………………………………………………………… Position ……………………………………………………………… Date of approval ……………………………… 5 ## **EUROPEAN SUZUKI TEACHING DEVELOPMENT TRUST** **Registered Charity – Reg. No: 1092897** ## **Accounts for the year ended on 31 December 2021** _Receipts and Payments Accounts_ **----- Start of picture text -----**
Receipts 2021 2020
GBP GBP
Donations from individuals and companies 72,170.24 9,720.36
Bank interest 3.07 12.09
Gift-Aid: tax refund 76.25 40.00
Total receipts 72,249.56 9,772.45
Payments
1. Charitable Payments
Grant to South African project 1,000.00 0.00
Grants to Ukraine piano course 4,256.70 0.00
Grants to Ukraine violin course 4,100.00 0.00
Bank charges (for international transfers of grants) 50.00 0.00
Bank charges (for receipts) 47.04 31.51
Total Charitable Payments 9,453.74 31.51
2. Management & Administration Payments
Website and logo 36.69 0.00
Bank charges (monthly fixed costs for Caf Bank bank accounts) 96.00 60.00
Total payments 132.69 60.00
Deficit(-)/Surplus(+): net of receipts (Payments) 62,663.13 9,680.94
Cash funds last year end (b/f balance) 28,823.23 19,142.29
Cash funds this year end (c/f balance) 91,486.36 28,823.23
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## **Statement of Assets and Liabilities at Year End** |**Cash funds**
Caf Bank current account
Caf Bank Gold Account (Deposit)
**Total cash funds**
**Liabilities**
Payments due 31 December 2021|**2021**
**2020**
**GBP**
**GBP**
6,406.80
13,746.74
85,079.56
15,076.49
**91,486.36**
**28,823.23**
0.00
0.00| |---|---| Notes: All the Trust’s funds are now unrestricted. The Trustees have a budget of up to £ 16,300 for grants in 2022. ## **Signed by two trustees on behalf of all the trustees:** Dr Haukur F. Hannesson Christine Magasiner Date of approval: Repbrt to the TrnJtee8 of the European Suzuki Tea¢h1￿ DevelopmeDt Tru8t I repjrt on the Accounts of the ￿lety for the year ended 31 De¢emkn 2021 ReJptttive rtspoDJlbilities of trwttts and WA*miner The chgriiy's trIL￿et5 Art resp￿SIb￿ ftr th¢ of thr The charity's ¢nJ5t¢es umsith th* ath awjit is n(A ryquircd r(v this un(kr seaiiyj 43121 of th Chariue5 Aa 1993 (the IW3 A￿) and that gn inthr*n(kni eyamirÈRtion is need) It is my re¥￿￿1b11Ity lo ex•rnin¢ the I¢￿10n 43 ofthc 1993 W" follow the Fffrtx4Jures laid dow￿ in DlY¢411tyts by the Chority C(rtbmi55i(vKrs unthr sc¢ts￿l 4317Xl>l ofthe 1993 A< ¥rnl whether wli¢ulaT mallers h*ve c(¥ne to my *ll¢ntlryA. My ¢XamIna￿On wL* wri¥ryJ Qui in xx4Ythn¢¢ wlth Dtrts￿0nS Blv¢n by the Charliy Cc¢Thni&sioncrn An ¢Umir￿1￿ induths & rcvi¢w of the recwd8 keo by th¢ dwity and a c(rfnF•fism of th¢ wtth th03¢ fcwTd5. li al￿) incluths constdNali(￿ of any unus￿7 itrms vr 1li5closur¢s In the a¢C4M1￿ and 3¢¢king ¢xplan&ions from th¢ ￿n¢￿I￿a any I￿h matter5. The undrrtakcn &) rffi)vi¢k ￿] Ihe cviikrKe tl¥t would i% required In an audll and ¢onsequenU)' l ￿&￿¢$5 ath w￿111 Opini￿ on the ludepeffjde•t eu*ffi4er'i thtenbt*i ln Lxmntttiffl with my exthinAtirrf4 rn) n￿er hu lo my {1) which 8iv¢s me ￿lIeve ts in my MI￿1￿ re4￿1 the rwulrtments to keep in with seaitm 41 ofthe 1993 A￿ And tttpwrv ar￿Unts with the ￿0)Unlin8 rwnjs orxl CLNnply wlth the x¥xmiin8 reqtsivetlwts ofthe 1993 A•X have twi ( 121 ￿ whicK in my (wini(m. stwjdd i* thawa in (Yder to enable • pvortt Undu￿1n9 K¢outtts to b¢ r*h Martin Fgvell, FCA Mayfield Holton Sl Mary. Suffolk C07 6NL 26 Sry*mt¢r 2022