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2024-03-31-accounts

Company registration number: 04963469 Charity registration number: 1103084

The Mrs Sunderland Music Festival

(A company limited by guarantee)

Annual Report and Financial Statements

for the Year Ended 31 March 2024

The Mrs Sunderland Music Festival

Contents

Reference and Administrative Details 1
Trustees' Report 2 to 3
Independent Examiner's Report 4
Statement of Financial Activities 5 to 6
Balance Sheet 7
Notes to the Financial Statements 8 to 15

The Mrs Sunderland Music Festival

Reference and Administrative Details

Chairman

Raymond Brown

Charity Registration Number 1103084

Company Registration Number 04963469

Registered Office

The charity is incorporated in England & Wales. Stoneygate House 2 Greenfield Road Holmfirth West Yorkshire HD9 2JT

Page 1

The Mrs Sunderland Music Festival

Trustees' Report

The trustees, who are directors for the purposes of company law, present the annual report together with the financial statements and auditors' report of the charitable company for the year ended 31 March 2024.

Objectives and activities

To advance, promote and encourage generally and by means of the Mrs Sunderland Music Festival in particular, the education of the public in the arts of music, dance, speech, literature and drama in all their branches and to stimulate public interest in these said arts.

The trustees confirm that they have complied with the requirements of section 17 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission for England and Wales.

Trustees and officers

The trustees and officers serving during the year and since the year end were as follows:

Trustees: Patricia Anne Thompson Karen Cousins (resigned 31 March 2024) Gareth Mortimer Beaumont (resigned 24 April 2023) Ann Talboys Raymond Brown Michael Dennett Chairman: Raymond Brown

Statement of trustees' responsibilities

The trustees (who are also the directors of The Mrs Sunderland Music Festival 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), including FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland".

Company law requires the trustees to prepare financial statements for each financial year. Under company law the trustees must not approve the financial statements unless they are satisfied that they 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 its income and expenditure, of the charitable company for that period. In preparing these financial statements, the trustees are required to:

Page 2

The Mrs Sunderland Music Festival

Trustees' Report

The trustees are responsible for keeping proper accounting records that can 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.

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

Disclosure of information to auditor

Each trustee has taken steps that they ought to have taken as a trustee in order to make themselves aware of any relevant audit information and to establish that the charity's auditor is aware of that information. The trustees confirm that there is no relevant information that they know of and of which they know the auditor is unaware.

The annual report was approved by the trustees of the charity on 20 November 2024 and signed on its behalf by:

......................................... Raymond Brown Chairman and Trustee

Page 3

The Mrs Sunderland Music Festival

Independent Examiner's Report to the trustees of The Mrs Sunderland Music Festival ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 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 accounts in accordance with the requirements of the Companies Act 2006 (‘the 2006 Act’).

Having satisfied myself that the accounts of the Company 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 accounts 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

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

  1. accounting records were not kept in respect of The Mrs Sunderland Music Festival as required by section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a ‘true and fair view' which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].

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 accounts to be reached.

...................................... V&A Vigar Group Ltd Independent Examiner ICAEW

20 November 2024

Page 4

The Mrs Sunderland Music Festival

Statement of Financial Activities for the Year Ended 31 March 2024 (Including Income and Expenditure Account and Statement of Total Recognised Gains and Losses)

Note
Income and Endowments from:
Donations and legacies
3
Other trading activities
4
Investment income
5
Total income
Expenditure on:
Raising funds
6
Total expenditure
Net income
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
12
Unrestricted
funds
£
6,312
37,206
297
43,815
(43,409)
(43,409)
406
406
29,341
29,747
Total
2024
£
6,312
37,206
297
43,815
(43,409)
(43,409)
406
406
29,341
29,747

The notes on pages 8 to 15 form an integral part of these financial statements. Page 5

The Mrs Sunderland Music Festival

Statement of Financial Activities for the Year Ended 31 March 2024 (Including Income and Expenditure Account and Statement of Total Recognised Gains and Losses)

Note
Income and Endowments from:
Donations and legacies
3
Other trading activities
4
Total income
Expenditure on:
Raising funds
6
Total expenditure
Net income
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
12
Unrestricted
funds
£
17,063
34,321
51,384
(48,515)
(48,515)
2,869
2,869
26,472
29,341
Total
2023
£
17,063
34,321
51,384
(48,515)
(48,515)
2,869
2,869
26,472
29,341

All of the charity's activities derive from continuing operations during the above two periods. The funds breakdown shown in note 12.

The notes on pages 8 to 15 form an integral part of these financial statements. Page 6

The Mrs Sunderland Music Festival

(Registration number: 04963469) Balance Sheet as at 31 March 2024

Note
Current assets
Debtors
8
Cash at bank and in hand
9
Creditors: Amounts falling due within one year
10
Total assets less current liabilities
Creditors: Amounts falling due after more than one year
11
Net assets
Funds of the charity:
Unrestricted income funds
Unrestricted funds
Total funds
12
2024
£
13,716
32,981
46,697
(16,755)
29,942
(195)
29,747
29,747
29,747
2023
£
5,898
41,317
47,215
(17,150)
30,065
(724)
29,341
29,341
29,341

For the financial year ending 31 March 2024 the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

The financial statements on pages 5 to 15 were approved by the trustees, and authorised for issue on 20 November 2024 and signed on their behalf by:

......................................... Raymond Brown Chairman and Trustee

The notes on pages 8 to 15 form an integral part of these financial statements. Page 7

The Mrs Sunderland Music Festival

Notes to the Financial Statements for the Year Ended 31 March 2024

1 Charity status

The charity is limited by guarantee, incorporated in England & Wales, and consequently does not have share capital. Each of the trustees is liable to contribute an amount not exceeding £10 towards the assets of the charity in the event of liquidation.

The address of its registered office is: Stoneygate House 2 Greenfield Road Holmfirth West Yorkshire HD9 2JT

These financial statements were authorised for issue by the trustees on 20 November 2024.

2 Accounting policies

Summary of significant accounting policies and key accounting estimates

The principal accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all the years presented, unless otherwise stated.

Statement of compliance

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)) (issued in October 2019) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

Basis of preparation

The Mrs Sunderland Music Festival meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy notes.

Going concern

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern nor any significant areas of uncertainty that affect the carrying value of assets held by the charity.

Page 8

The Mrs Sunderland Music Festival

Notes to the Financial Statements for the Year Ended 31 March 2024

Income and endowments

All income is recognised once the charity has entitlement to the income, it is probable that the income will be received and the amount of the income receivable can be measured reliably.

Where services or facilities are provided to the charity as a donation that would normally be purchased from our suppliers, this benefit is included in the financial statements at it's fair value unless it's fair value cannot be reliably measured, then at the cost to the donor or the resale value of goods that are to be sold.

Dividends are recognised once the dividend has been declared and notification has been received of the dividend due.

Expenditure

All expenditure is recognised once there is a legal or constructive obligation to that expenditure, it is probable settlement is required and the amount can be measured reliably. All costs are allocated to the applicable expenditure heading that aggregate similar costs to that category. Where costs cannot be directly attributed to particular headings they have been allocated on a basis consistent with the use of resources, with central staff costs allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use. Other support costs are allocated based on the spread of staff costs.

These are costs incurred in attracting voluntary income, the management of investments and those incurred in trading activities that raise funds.

Support costs

Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources, for example, allocating property costs by floor areas, or per capita, staff costs by the time spent and other costs by their usage.

Taxation

The charity is considered to pass the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes. Accordingly, the charity is potentially exempt from taxation in respect of income or capital gains received within categories covered by Chapter 3 Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively to charitable purposes.

Page 9

The Mrs Sunderland Music Festival

Notes to the Financial Statements for the Year Ended 31 March 2024

Trade debtors

Trade debtors are amounts due from customers for merchandise sold or services performed in the ordinary course of business.

Trade debtors are recognised initially at the transaction price. They are subsequently measured at amortised cost using the effective interest method, less provision for impairment. A provision for the impairment of trade debtors is established when there is objective evidence that the charity will not be able to collect all amounts due according to the original terms of the receivables.

Cash and cash equivalents

Cash and cash equivalents comprise cash on hand and call deposits, and other short-term highly liquid investments that are readily convertible to a known amount of cash and are subject to an insignificant risk of change in value.

Borrowings

Interest-bearing borrowings are initially recorded at fair value, net of transaction costs. Interest-bearing borrowings are subsequently carried at amortised cost, with the difference between the proceeds, net of transaction costs, and the amount due on redemption being recognised as a charge to the Statement of Financial Activities over the period of the relevant borrowing.

Interest expense is recognised on the basis of the effective interest method and is included in interest payable and similar charges.

Borrowings are classified as current liabilities unless the charity has an unconditional right to defer settlement of the liability for at least twelve months after the reporting date.

Fund structure

Unrestricted income funds are general funds that are available for use at the trustees discretion in furtherance of the objectives of the charity.

Financial instruments

Financial assets and financial liabilities are recognised when the charity becomes a party to the contractual provisions of the instrument.

Financial liabilities and equity instruments are classified according to the substance of the contractual arrangements entered into. An equity instrument is any contract that evidences a residual interest in the assets of the charity after deducting all of its liabilities.

Page 10

The Mrs Sunderland Music Festival

Notes to the Financial Statements for the Year Ended 31 March 2024

All financial assets and liabilities are initially measured at transaction price (including transaction costs), except for those financial assets classified as at fair value through profit or loss, which are initially measured at fair value (which is normally the transaction price excluding transaction costs), unless the arrangement constitutes a financing transaction. If an arrangement constitutes a financing transaction, the financial asset or financial liability is measured at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Financial assets and liabilities are only offset in the statement of financial position when, and only when there exists a legally enforceable right to set off the recognised amounts and the charity intends either to settle on a net basis, or to realise the asset and settle the liability simultaneously.

Financial assets are derecognised when and only when a) the contractual rights to the cash flows from the financial asset expire or are settled, b) the charity transfers to another party substantially all of the risks and rewards of ownership of the financial asset, or c) the charity, despite having retained some, but not all, significant risks and rewards of ownership, has transferred control of the asset to another party.

Financial liabilities are derecognised only when the obligation specified in the contract is discharged, cancelled or expires.

3 Income from donations and legacies

Unrestricted
funds Total
General funds
£ £
Donated services and facilities 6,312 6,312
Total for 2024 6,312 6,312
Total for 2023 17,063 17,063

Page 11

The Mrs Sunderland Music Festival

Notes to the Financial Statements for the Year Ended 31 March 2024

4 Income from other trading activities

Events income;
Other events income
Sponsorship income
Membership subscriptions
Other income from other trading activities
Total for 2024
Total for 2023
5 Investment income
Interest receivable and similar income;
Interest receivable on bank deposits
Total for 2024
Unrestricted
funds
General
£
23,161
11,915
1,610
520
37,206
34,321
Unrestricted
funds
General
£
297
297
Total
funds
£
23,161
11,915
1,610
520
37,206
34,321
Total
funds
£
297
297

6 Expenditure on raising funds

a) Costs of generating donations and legacies

Note
Marketing and publicity
Total for 2024
Total for 2023
Unrestricted
funds
General
£
221
221
195
Total
funds
£
221
221
195

Page 12

The Mrs Sunderland Music Festival

Notes to the Financial Statements for the Year Ended 31 March 2024

b) Costs of trading activities

Note
Costs of goods sold
Events and conferences
Allocated support costs
Total for 2024
Total for 2023
Unrestricted
funds
General
£
216
37,793
5,179
43,188
48,320
Total
funds
£
216
37,793
5,179
43,188
48,320

Page 13

The Mrs Sunderland Music Festival

Notes to the Financial Statements for the Year Ended 31 March 2024

7 Taxation

The charity is a registered charity and is therefore exempt from taxation.

8 Debtors

==> picture [469 x 387] intentionally omitted <==

----- Start of picture text -----
2024 2023
£ £
Other debtors 13,716 5,898
9 Cash and cash equivalents
2024 2023
£ £
Cash at bank 32,981 41,317
10 Creditors: amounts falling due within one year
2024 2023
£ £
Accruals 16,755 17,150
11 Creditors: amounts falling due after one year
2024 2023
£ £
Trade creditors 195 724
12 Funds
Balance at
Balance at 1 Incoming Resources 31 March
April 2023 resources expended 2024
£ £ £ £
Unrestricted funds
General 29,341 43,815 (43,409) 29,747
----- End of picture text -----

Page 14

The Mrs Sunderland Music Festival

Notes to the Financial Statements for the Year Ended 31 March 2024

Unrestricted funds
General
Balance at 1
April 2022
£
26,472
Incoming
resources
£
51,384
Resources
expended
£
(48,515)
Balance at
31 March
2023
£
29,341

Page 15

The Mrs Sunderland Music Festival

Statement of Financial Activities by fund for the Year Ended 31 March 2024

Unrestricted Funds

Unrestricted Funds
Total Total
Unrestricted Unrestricted
Funds Funds
2024 2023
£ £
Income and Endowments from:
Donations and legacies 6,312 17,063
Other trading activities 37,206 34,321
Investment income 297 -
Total income 43,815 51,384
Expenditure on:
Raising funds (43,409) (48,515)
Total expenditure (43,409) (48,515)
Net income 406 2,869
Net movement in funds 406 2,869
Reconciliation of funds
Total funds brought forward 29,341 26,472
Total funds carried forward 29,747 29,341

This page does not form part of the statutory financial statements. Page 16

The Mrs Sunderland Music Festival

Detailed Statement of Financial Activities for the Year Ended 31 March 2024

Income and Endowments from:
Donations and legacies (analysed below)
Other trading activities (analysed below)
Investment income (analysed below)
Total income
Expenditure on:
Raising funds (analysed below)
Total expenditure
Net income
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
Total
2024
£
6,312
37,206
297
43,815
(43,409)
(43,409)
406
406
29,341
29,747
Total
2023
£
17,063
34,321
-
51,384
(48,515)
(48,515)
2,869
2,869
26,472
29,341

This page does not form part of the statutory financial statements. Page 17

The Mrs Sunderland Music Festival

Detailed Statement of Financial Activities for the Year Ended 31 March 2024

Total Total
2024 2023
£ £
Donationsandlegacies
Donated goods - 75
Donated services 6,312 16,988
6,312 17,063
Othertrading activities
Subscriptions 1,610 1,710
Sponsorship 11,120 8,600
Ticket and Merchandise Sales 12,118 13,277
Entry Fees 11,043 9,969
Advertising 795 765
Other income 520 -
37,206 34,321
Investmentincome
Interest on cash deposits 297 -
297 -
Raising funds
Direct costs (216) (291)
Prizes (3,153) (2,356)
Printing, postage and stationery (5,714) (6,285)
Catering (1,688) (1,732)
Advertising (221) (195)
Subcontract cost (11,638) (8,868)
Rent (15,600) (14,857)
Computer software and maintenance costs (3,475) (1,844)
Printing, postage and stationery (164) (269)
Trade subscriptions (374) (290)
Sundry expenses (204) (128)
Travel and subsistence (275) (732)
Promotional expenses - website development costs - (10,080)
Professional indemnity insurance (350) (290)
Bank charges (337) (298)

This page does not form part of the statutory financial statements. Page 18

The Mrs Sunderland Music Festival

Detailed Statement of Financial Activities for the Year Ended 31 March 2024

Total
2024
£
(43,409)
Total
2023
£
(48,515)

This page does not form part of the statutory financial statements. Page 19