Northern Aldborough Festival (Charity Number 1107488) Report of the Trustees Year Ended 31 October 2024 The trustees are pleased to present their annual report together with the receipt5 and payments accounts for the year ended 31 October 2024. The trustees who held office during the period are as follows: Trustees: Sir A Lawson-Tancred M C Simpson Mr5 J Graham Mrs C Nickols R Ogden N Brown A Kitchingman Mrs S Hollins The CIO'S registered office: The Festival Off ice Aldborough Manor Boroughbridge Y0519EP CHAIR'S REPORT In 2024 we celebrated a landmark- the 30th Northern Aldborough Festival - and the lavish programme included orchestras, leading instrumental soloists. jazz artists and tours of the Roman ruins in Aldborough. The programming aimed to satisfy the twin aims of the festival, one, to bring world class music making to the intimate surroundings of St Andrew's Church and the village of Aldborough and two, to showcase the very best young and emergent talent in the industry. The New Voices Singing Competition returned for its second year with a panel of luminaries including singer Sir John Tomlinson, international conductor Edward Gardner and pianist and Oxford Song Festival founder Sholto Kynoch. Our speaker was Sir Tony Robinson, renowned for pre5er)ting Channel 4's archaeological programme Time Team and for his POPLJlar role as Baldrick in Blackadder. The opera performance of Purcell's Fairy Queen was given by Armonico Consort, returning to the festival after 2023's wonderful performance of Monteverdi's Vespers. The world-famous violin virtuoso Viktoria Mullova returned in a programme of Beethoven and Schubert and the jazz evening was given by the British pianist Julian Joseph with his trio. We introduced a new strand with our first evening of stand-up comedy, the operatically-trained comedian Amy Webber regaling the audience with tales of her hunt for a job, and panflute-player Adriana Babin travelled from Moldova to give a very well received recital. The programme closed with an outdoor performance by leading Queen tribute act Majesty followed by a fi rework display.
I should like to thank my fellow trustees, friends of the Northern Aldborough Festival and our spon50rs and volunteers who help to make an increasingly well-known festival 3 memorable experience. Sir A Lawson-Tancred Chair OUR PURPOSES AND ACTIVITIES The purposes of the charitv are the advancement of the education of the public in the arts of music, drama, dance and the visual arts, the development of public appreciation of the arts by the provision of suitable artistic events within an annual festival particularly involving performances by young musicians in the early st3ge5 of their professional career5 and to further the social and cultu ral welfare of the community within the surrounding area. In shaping our objectives for the year and planning our activities, the trustees have considered the Charity Commission's guidance on public benefit, including the guidance "public benefit: running a charity IPB2)" The festival relies on donations and sponsorship to cover its operating costs. Affordability and access to our programme are important to us and 15 reflected in our pricing policy. The strategy used to achieve the CIO'S aims and objectives is to present a broad range of musical and other artistic events within an annual festival, aimed at bringing the arts to the local community with in North Yorkshire and further afield. The concerts and stage performances The programme achieves a mix of the arts to suit a range of public tastes with an emphasis on maintai ni ng a popular programme which underpins the viability of the festival 3r)d to reach out to a new generation of potential visitors to the festlV31 and the arts. Our volunteers The CIO relies on local voluntary help, and we wish to thank our friends for their loyal support and service. Achievements and performance The annual festival in 2024 included a wide-ranging series of concerts, musical and other artistic events with an emphasis on public participation and providing an opportunity to showcase the abilities of young musicians. Financial review During the financial year, the CIO made a small deficit but had sufficient resouices brought forward to manage. The principal funding sources of income were ticket sales of £54,718 (a 5.8Yo rise on the previous yearfs performance) and donations and sponsorship including Gift Aid refunds of £46,740. The support of our donors and sponsors continues to be essential to maintaining such a varied programme of music and other creative arts. Not all the performances are self-supporting, and the performing arts rely on mixed funding to ensure a vibrant and varied programme. Our pricing policy Page2of7
Our pricing policy reflects the costs of performances reduced by the income from sponsorship to maintain prices as low as p055ible for each performance so as to enable all, whatever their means, to attend performance5. Full price tickets vary between £10 and £35. with a typical average price of c. £25 with discounts for children. Additional discounts are made on an ad hoc basis to ensure a fuller house where relevant to encourage wider participation and new supporters. Investment powers and policy The trustees, having regard to the liquidity requirements of operating the festival, have kept available funds in an interest-bearing deposit account. Reserves policy and going concern The trustees are of the opinion that the level of reserves held is sufficient to enable the CIO to continue its current activities. The trustees will continue to review the reserves to ensure that the Cl O is able to meet its fi nancial obligations. The trustees are of the view that the CIO is a goi ng concern, Cash reserves at 31 October 2024 were £52,926. Plans for f uture festivals The CIO'S plans for the future are to continue to provide an annual festival of the arts for the education of the public of all ages and backgrounds. We continue to strengthen our links with our sponsors and supporters of The Friends of the Northern Aldborough Festival. We also seek to establish, or revive and renew partnerships with other arts oiganisations in the region. STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document & Trustees The charity converted trom a company limited by guarantee to a Charitable Incorporated Ih Organisation ICIOI on the 13 July 2022. It is registered with the Charity Commission. In the event of the CIO being wound up, members are required to contribute an amount not exceeding £10 each. Appointment of trustees Three trustees are elected annually by the members of the charitable incorporated organisation attending the Annual General Meeting and serve for a period of three years. When considering the appointment of new trustees. they have regard to the requirement for any specialist skills needed. Trustee induction and training New trustees undergo training on their legal obligations under charity law and the Charity Commission guidance on public benefit, the board and decision-making processes and recent financial performance of the CIO. Trustees undergo training to facilitate the undertaking of thei r role. Organisation The board of trustees administers the CIO and meet m05t months of the year. The trustee5 appoint an Artistic Director, currently Robert Ogden, and an Administrator to manage the day-to-day operations of the charity. The administrator attends board meetings but has no votinE rights. Page3of7
Related parties and co-operation with other organisations The Artistic Director received a fee of £8,000 from his work for the CIO and hi5 family company sponsored one performance in the festival. There are no related third parties and no other related party transactions have been reported. The CIO has informal link5 With other local artistic providers. Pay policy for senior staff The trustees consider the board of trustees including the Artistic Director, plus the Co-ordinator, comprise the key management personnel of the CIO in charge of directing, controlling, running and operating the charity on a day-to-day basis. All trustees give their time freely other than the Artistic Director as referred to above. RISK MANAGEMENT The trustees have a risk management strategy that comprises an annual review of the principal risks and uncertainties that the charity faces and the establishment and implementation of procedures designed to minimise or manage any potential impact on the charity should those risks materialise. Th is work has identified that maintaining longer-term f inancial sustaina bility is the major fina ncial risk for the charity which has led to the development of a strategic plan to allow for the diversif ication of f u nding. Internal control risks are minimised by the implementation of procedure5 for the authorisation of all transactions and projects. Procedure5 are in place to ensure complia nce with health and safety of consultants, volunteers and visitors. These procedures are reviewed annually to ensure that they continue to meet the needs of the CIO. TRUSTEES, RESPONSIBILITIES STATEMENT The trustees are responsible for preparing the Trustees, Annual Report and the financi31 statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). The law applicable to charities in England & Wales requires the trustees to prepare financial statements for each financial year which give a trLte and fair view of the State of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements. the trustees are required to: select Suitable accounting policies and then apply them consistently. observe the methods and principles in the Charities SORP 2019. make judgements and estimates that are reasonable and prudent. state whether applicable accounting standards have been followed; prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation. The trustees are responsible for keeping proper accounting records that disclose with re350nable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charities (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. Page4of7
STATEMENT AS TO DISCLOSURETO OUR INDEPENDENT EXAMINER In so far as the trustee5 are aware at the time of approving our trustees, annual report: there is no relevant information, being information needed by the independent examiner in connection with their preparing their reF)ort. of which the CIO'S independent examiner is unaware, and the trustees, having made enquiries of fellow trustees and the CIO'S independent examiner that they ought to have individually taken, have each taken all steps that he/she is obliged to take as a trustee in order to make themselves aware of any relevant information and to establish that the independent examiner is aware of that information. BY ORDER OF THE BOARD OF TRUSTEES: Sir A Lawson-Tancred - Chair Date.. 27 AuEUSt 2025 Page5of7
CHARITY cOMMISSIOorthern Aldborough Festival FOR ENGLAND AND WALES Receipts and payments accounts CC16a For the period from To 01111r2023 3111012024 Section A Receipts and payments Unrestricted funds to the nearest Restricted funds Endowment funds Totsl funds Last yèai tothe neaf8st£ totho nearoStE to the nearest É to the neor¢$t£ A1 Receipts Ticket Sales Primary Concert Sponsorship Secon(lary Concert SI$0[$hi Opefa Sponsorship Donatn$ General Miscellaneous Incorne Program Sale5 Program Adverti&n Grfi Aid FrEnds Subscfiplions FrRnds Event Income Other income $4.718 20,000 16,036 54,718 20,000 51,718 18,000 21,500 soo 4.121 130 977 875 751 3.623 3.020 617 6.771 438 1.092 8,771 438 3.933 3.675 1,592 1.691 3,933 3.675 1.691 Sub total (Gross income for AR) 109.946 109.946 106,832 A2 Asset and investment sales, {see table). Sub total Total receipts 109,946 109.946 10S,832 A3 Pa ments Performers Venue Hire Inslrumenl Hire ano Tune Flowers Performers MiscelL8neoL$5 Performer SubsK%lencelAccornodation Calerino Joinery Technical Requiiemenls Ilwjhting, soundl 40,760 3.132 3,186 970 115 477 1,721 1.6$1 1.847 40.760 3,132 3.186 970 44.059 435 2,700 18 139 477 1.721 1.651 I47 754 2,S78 2A91 450 1,468 10,121 1.939 2.304 2.2S6 8.704 60 135 76 1.280 1.301 2.356 1,822 1.940 6.506 13,214 9.240 2.264 269 15 238 2.304 2.256 8.704 60 135 78 1,280 1,301 2,356 1.822 1.940 6.606 13,214 Marquee Last Night Costs Sponsor Hospitalrty Tickei Discounts FrieniJ5 Evenl Costs 31keling IPrinl advertising) Markeling lothefl 8fochure (Oesign & Print) Brochure (Poslagel Programme Directors Salary Adminisir81or Maikeling Admini51ralor Festiv81 Volunteer5 Fe51ival Slam Subsislence Slalionery Cener81 Printing General Postage Insuiance PRS Subscriptions Licence Fees Accounlancy Cosls Miscellaneous Expenses Card Payment Charge5 ompulei & IT Costs eank ChaTges and Interest Friends Pank Chaiges Suspense 2,013 2,495 2.790 2,115 2,895 2,120 8,000 12,200 6,000 1,560 148 2.264 269 1$ 238 249 33 129 563 515 63 135 1,202 432 175 2.940 323 1.986 525 718 135 1,202 432 175 2.94 323 1,986 525 718 372 1,960 533 410 156 109 113,704 Sub total 116,431 116A31 A4 Asset and investment LTrtwagWtfdl8blQI cc
Sub total Total payments 116.431 118A31 113,704 Net of receipts/(payments) A5 Translers between funds A6 Cash funds last year end Cash funds this year end 6,485 6,485 7.872 6.485 6.485 7,872 Section B Statement of assets and liabilities at the end of the period unst11cted funds to neares1£ Restricted funds Endowment funds to nearest£ Categories Details to nearesit B1 Cash funds Debtors Conlrd At(x)ufftt 1,500 Fnends BkAnI 1A18 Petty Cash Z11 CAF G)Id 27.SS9 CAF cent 310 CAF FrEnds 21328 Total cash funds S2.926 Unrestricted funds to nearest£ Restricted funds to neare51£ Endowment funds to nearest £ Details Fund towhich a55et belo Current valuo tional Details C05t loplioTrall Fund to which asse¢ belo Current value Detai15 Off1ce equprnenl atKI IT- Cost Cost loptsonall B4 Assets retained for the charity's own use 278 FLKtures )d fftl)9s- Cost 25,740 FLures and f9s- Acctsmulaled 19834 Fund to whith rèlates Amount duè tional 1,260 When duè tional Detèils Tiade Credrtors B5 Liabilities Accru 2.340 Signed by one or Iwo Irustees on behalf of all the Iruslees snatUre Print Name Dale of roval Roberl 2710812025 CCXX R2 acc(¥Jnls ISSI
INDEPENDENT EXAMINER'S REPORTTOTHETRUSTEESOF Northern ALdborough Festival (Charity Number 1107488) I report to the trustees on my examination of the accounts of The Northern Aldborough Festival (the "Trust") for the year ended 31 October 2024. This report is made solely to the charity's trustees, as a body, in accordance with Section 154 of the Charities Act 2011. My independent examination work has been undertaken so that I might state to the charity's trustees those matters l am required to state to them in an Independent Examiner's Report and for no other purpose. To the fulLest extent permitted by law, I do not accept or assume responsibility to anyone other than the Trust and the charity's trustees as a body. for my independent examination work, forthis report, or forthe opinions I have formed. Responsibilities and basis of report As the charity trustees of the Trust, you are responsible forthe 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 out my examination I have followed all the applicable Directions given bythe Charity Commission under section 145{5)(b) of the Act. Independent examiner's statement I have completed my examination. I confirm that no materiaL rnatters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 1. accounting records were not kept in respect of the Trust as required by section 130 of the Act. or 2. the accounts do not accord with those records. 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 orderto enable a proper understanding of the accounts to be reached. lan P Broadley, FCA The Courtyard Oakwood Park Fountains road Harrogate HG3 3BF 27 August 2025