## **Trustees' Annual Report for the period** 

Period start date Period end date 01 01 2022 31 12 2022 **From To** 

## Section A                        Reference and administration details 

|**Charity name**<br>**Other names charity is known by**<br>**Registered charity number (if any)**<br>**Charity's principal address**|<br>North West Music Trust|<br>North West Music Trust|
|---|---|---|
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||1099327||
||<br>19 Green Hall Close||
||Atherton||
||MANCHESTER||
||**Postcode**|M46 9HP|



## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||WILLIAM WOOF|CHAIR|||
||JOYCE<br>PLUMPTON|VICE CHAIR &<br>ACTING<br>TREASURER|||
||JUDY<br>WESTERDALE|SECRETARY|||
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**TAR** 

March **2012** 

1 



## **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)** 

|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of adviser**<br>**Name**<br>**Address**|||
||||
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|**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** 

CONSTITUTION Type of governing document (eg. trust deed, constitution) TRUST How the charity is constituted (eg. trust, association, company) ELECTED Trustee selection methods 

- (eg. trust, association, company) 

(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. 

**TAR** 

March **2012** 

2 



## **Section C                    Objectives and activities** 

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE APPRECIATION OF PIANO MUSIC THROUGH THE PROVISION OF MASTER-CLASSES, CONCERTS, RECITALS AND PERFORMANCES **Summary of the objects of the charity set out in its governing document** THROUGH THE TRUSTEES’ REGARD IN THE GUIDANCE AS ISSUED BY THE CHARITY COMMISSION ON PUBLIC BENEFIT, THE NORTH WEST MUSIC TRUST GAVE A NUMBER OF OUTREACH EVENTS WHICH BROUGHT CONTINUED AND ENHANCED ITS HIGHLY SUCCESSFUL SERIES OF OUTREACH EVENTS WHICH BROUGHT PIANO MUSIC TO PRIVATE AND PUBLIC SETTINGS. 

**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)** 

**TAR** 

March **2012** 

3 



## **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. 

**TAR** 

March **2012** 

4 



## Section D                      Achievements and performance 

THE NORTH WEST MUSIC TRUST’S OUTREACH PROGRAMME HAS **Summary of the main** HISTORICALLY REACHED OUT TO SEVERAL THOUSANDS OF **achievements of the charity** PEOPLE MANY OF WHOM WOULD NOT NECESSARILY HAVE HAD **during the year** THE CHANCE TO LISTEN TO WORLD CLASS PIANO PERFORMANCE IN PLACES WHERE THERE IS LITTLE OR NO PROVISION. 

AFTER THE PROGRAMME OF ACTIVITIES WAS SEVERELY DISRUPTED AND LIMITED DUE TO THE CORONAVIRUS PANDEMIC, MOMENTUM GATHERED AND THERE WERE AN INCREASED NUMBER OF EVENTS DURING THE YEAR, INCLUDING A LIMITED NUMBER OF ONLINE EVENTS. 

FEEDBACK WAS ENORMOUSLY POSITIVE AND THE TRUST FEELS ITS EFFORTS ARE AMPLY JUSTIFIED TO CONTINUE THE PROGRAMME. 

THE TRUST HAS GIVEN FURTHER GRANTS TO A NUMBER OF INDIVIDUALS AND HAS INCREASED ITS STOCK OF INSTRUMENTS TO LEND OUT. 

**TAR** 

March **2012** 

5 



## **Section E                    Financial review** 

NORTH WEST MUSIC TRUST IMPLEMENTS A POLICY OF HAVING **Brief statement of the** AT LEAST SIX MONTHS’ OPERATION COSTS **charity’s policy on reserves 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)** JOYCE PLUMPTON **Position (eg Secretary, Chair,** VICE CHAIR & **etc)** ACTING TREASURER **Date** 05/05/2023 

**TAR** 

March **2012** 

6 



## **North West Music Trust** 

Registered Charity 1099327 

## **Receipts and Payments Accounts** 

Year ended 31st December 2022 

## **£** 

||**£**|
|---|---|
|**Receipts**<br>**A1a Donations and other similar**<br>**A1b Operating activities**<br>**Sub-total (A1a+A1b)**<br>**A1d Other receipts**<br>**Total receipts**|**23,387**<br>**-**|
||**23,387**<br>**11,224**|
||**34,611**|



|**Payments**<br>**A2a Payments for generating funds**<br>**A2b Charitable payments**<br>**:**<br>**A2b (iii) Support costs**<br>**A2b (iv) Payments for management**<br>**and administration costs**<br>**Sub-total (A2a+A2b)**<br>**A2c Other payments**<br>**Total payments**<br>**Net of Receipts (A1-A2)**<br>**Cash funds last year end**<br>**Cash funds this year end**||**618**<br>**23,167**<br>**49**|
|---|---|---|
|||**23,834**<br>**9,116**|
|||**32,950**|
|||**1,661**<br>**15,856**|
|||**17,517**|





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

**Section A                        Independent Examiner’s Report** 

**Report to the trustees/** Charity Name North West Music Trust **members of** ~~ee~~ **On accounts for the year** 31/12/2022 **Charity no** 1099327 **ended (if any)** ~~eeeee ee~~ **Set out on pages** 3 of 3 (remember  to include the page numbers of additional sheets) ~~Pt~~ 

**Respective responsibilities of trustees and examiner** 

The charity's trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to: 

- examine the accounts under section 145 of the Charities Act, 

- to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and 

- • to state whether particular matters have come to my attention. 

**Basis of independent** My examination was carried out in accordance with general Directions given **examiner’s statement** by the Charity Commission.  An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records.  It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters.  The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below. 

- **Independent** In connection with my examination, no matter has come to my attention 

- **examiner's statement** 1. which gives me reasonable cause to believe that in, any material respect, the requirements: 

      - to keep accounting records in accordance with section 130 of the Charities Act; and 

      - to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act 

      - have not been met; or 

   2. to which, in my opinion, 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._ 

**Date:** 05/05/2023 **Signed:** ~~—~~ 

**Name:** RODGER DEYN ~~PC~~ **Relevant professional qualification(s) or body (if any):** ~~a~~ 

1 

**IER** 

**March 2012** 



**Address:** FLAT 2 OVERDALE BONVILLE ROAD ALTRINCHAM     WA14 4QR 

## **Section B                           Disclosure** 

Only complete if the examiner needs to highlight material problems. 

2 

**IER** 

**March 2012** 



**Give here brief details of** NONE **any items that the examiner wishes to disclose** . 

3 

**IER** 

**March 2012** 

