nnie Mawson's Sunbeams ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED MAY 2022 111 eBRA 1992-2022 • J¥ Welcome from Annie & Michael Founders Of Sunbeams SUNBEAMS JOURNEY1992-2022 workshops in our unique Music For Life and MLJSIC For Dignitv programmes.whether face-to-face oron Fora Musical charityl0rganisation.we are notvery good at'blowingourowntrumpets." Butwe DO know thattheimpa¢tof ourwork HAShad. and IShavin* 3 profoundeffect oDover2,000 Cumbrianchildren andadultswith¢Jisabilities.They benefitfrom our speci3list CommunityMu5icTherapyworkshops throughoLrt Cumbr13. from W3rcop tost Bees. fiom Carlisleto Barrow, Ulverstontoaeatormoor. zoom. Prtsjects are delroered mostlyfreeof h3rge togroups of up to 30¢hildrenoradylts with d15abilities. All on a monthty basis and manyofthemweekly.At Sunbeamswe haveevidence toprovethat music has thepowertounlockthe strongestofdefence mechanisms,and helppeopleof all a￿ realisetheirfull potential. Sunbe3ms is 3Dorgan158tionwhich has had significant influence In Cumbriasince itsfoundation In1992to bring'thepower of muslrf to people of all ageswhoare¢Jisadvantaged ordisabled. In a nutshell- Sunbeams ha5growDfrom a small Artsorganl￿tIOrn wilh 93.60 in its bank account, and rur)from oursittingroom,tooneof the most innovative, high-aChi￿lng-hands-On. oryanisations inthecountry. Raisingan annual budgetof almost £400,000, and now runningfrom itsown world- class £2.7 million National Sunbeams Musiccentre, SLJnbeams is bycumbrians FOR CLJmbrians- all thismoneyhas tken re-invested inro thecumbrian economy. Butthe most important investment has been theannu81 tangibleincre88e inthequalityof life of theSunbÉams benefitiariesas WÉ strivetomake a real differenceto peoples. livesthrougtt the power of music. Asour mission srates.. "Sunbeams helps disadvantaged individualsimprove tharqualityof life andself-esteem through thecreative freedom of music." WORDS WHICHARE ASTRUE TODAY, 30YEARS 'Il chlldrÈn aro preparedto ￿n9 Ènd expose thdr vu1fi9r¥bility to oth$ts, then we should listen wlth rèSP*t and them sgriousty. I beliwe Music Is a powerful tool for a person's g8ller developmentand 8&11-tran8lormatv)n. It can op8n up Ghannels of communlcallon wilhoutthe barriers of language. There Is m￿￿e Inslde us all- just requires the right keyto unloGk it. and thus wtiwdè athèrapy for per60na conflict.. ON. To celebrate Anniversary, weareproud totakeyou on è musical journev. Pleaseenjoy thetime- tsbleof photographsl There8re too manywords for30years. "Atmusic ForLife' thereare neverany wrong notes, only the person's notes.. notesarentmoral." ic AISwbp¥ •dis*lIt lil 8 s￿l)lIstmuSiCians arematched tocommunity groupsofdisabled3nd disadv3nt3ged people of allages, throughout Cumbria. todeliver interactive AnTh￿ Maw8on Celebmiinu80 Yeots¥Mok¥ngoWerence 1992. Sunbeam5fouDded by HarpistlSingerAnDie Mawson MBE, whenspecial School c105edwhereshe taughtele¢tive-mute¢hildren who¢ommuni¢ated bysinging. Theyinspired ADnietofouDdSuDbeams. ensuringtheir tr8nsformative progress, through music therapv. Since19925unbeams has run suc￿SsFul Music For Life projects partlyfunded by Community Fundl 8igLotterygrants in 2001-06.won N.West Regional Charity 3nd BIG Nation31 Childrens, FIDJlist2006- 10, 8ffirmingefficacyofour wukand proven strong tra¢krecord. BankAccount opened with £13.6Odonaied by Annie's8yrold niece whosold'conkers'from family Attracted high-profile Patrons such assir James and Lady Cropper, Lord Melvyn Bragg, Lady Eileen rey. H31 aDdSusYe BagotMBE. PhilipGlass (USA composer). 1992. ConTrrt by Northern Sinfonia Or¢h￿tra in a field in Consiton! markedfoundingof Annual Fund- RaisingProgramme 1997Annieand Michael presented *minars atthe World conferen￿ of 700+ Bishopsat C8nterbLJryand attended Garden Party at Buckingham Palace 199SADnieaDclagroupof 8girls with Learning Disabilitiesplayed their Celtic Harps at the Royal Festival Hall atthe National Men¢ap Festival. representingsunbeamsarf the Ntsrth ofEngland. The girlscalledthemselves"The DancingDrum"_a punon Downs Syndrome Itheirownehoicel) 1999 Sunbeams re¢eivecStheirlst National LotteryGrant and within 2 weeks had mtsved Into a smalloffice af Brougham H811 (and later at Greystoke Castle) and had delivered Communitymusic Therapy to 72venues throughoutcumbria. 2000Annie pla￿ Celtie Harp8ndsingsforHH D31ai Lam3 at the Wodd ConferenceforPe3¢e In Belfastcathedral andthe City Hall, diawing Intemational awarenesstothÈ workofsunbeams 1995 Ch3nnel 4 madea document8ry,~TheSecret eart-, featurin8SunbÈamsand the D3ncingDrum and American Composer PhilipGlass Sln¢e1992.Annieand Michael averagedl00 Harplsong Recitalsl Presentationseveryye3r.for27years toraise Incomefor Sunbeams (until thepandemic)"SadfynophotOgrtwh ofMichoEI!- 2000Annie voted"Cumbria Woman ofihe Millenniumyear" bythe Cumbria communities. 2006 Sunbeam5 Tourof CareHomesar)d churches throughout Pennsylvania and hospitals in Philadelphia. by Annie. Mi¢hael.Justin and ourChair￿n atthe Sunbeams hasgrown sreadilytDdeliver FREE CommunityMusicTherapytooveraooo different disadvantaged, vulr)erable, dI￿ble￿ people,of all 8ges,I mth-107 years young. time, Jimstafford MBBS. MRCS.LRCP.FRCOG. -Annie-tellolltheworldaboutmybrove, bgautiful Amber-........ Amber's Mum at Mcmanus Hospital in Ontsrits- a FKomi5e I have31way5 kept. Celebrotln430 Yeors o[Moklnou Dluerenoe 2007 Michael invited by Prime Min15ter'sOffiTrto contribute to'The SirRobert 8alchin Rewrt"on disability and Inclusion. michaelthenwrote165pecialist Sunbeams MtJsicTraining rn)dules. Pre-level1 NVQS in Music For Life@ forAdultswith profound learning disabilit￿5, applauded by Open Awards (Ihen College), 8S......-theb￿tseen for rhis type of learner". TonyCurtrti-h$ P. &JuktiA Sunbeafll5 Uses music in a therapeutic wayto encouragecommunicationand social inclusion, build upself-esteem and self-confidenceand imwovequalityof life- makinga real difference to peoples, lives. Thereforesunbeams recognised by Ski115for&re NMDSC[No.F126227)foraccountability Complies with OfstedlAdult Learning IDspector3te Framework as an Aceredited Centre (No. 540761 for beneficiaries with profound disabilities 2012 Intelle¢tuallycopyrighted Music ForLif and Music ForDigniVprogrammes with the Patent Office. 2013. External Evaluation of Social Retum On 2008 LIESLAPPOINTEDASPROJECT MANAGER Investment(SRQII.DeliverecS£8 c>f social value for every￿ inve5trrent In Music ForDigniVProgramme for379 peoplewith dementia,. applauded by Rt.Hon Je￿mY Huntwhen SecreraryofStateforHealth. 2014Annieawarded M8E In the Queen'5 2009-13Sunbeam5 receivedfundingof £464,498, the laoesi BIG Lottery Family Learning Grantin thecountry. Forinnovativeworkwith disadvantaged families with childrenwith complex medical needs. Extended to 2014 bythe BYaLottery for beingexemplary project. Westillworkwith manyof thesefamilies- co-ordinated by Liesl. Honours List..... recognition forher exemplaryservicesto Community MusieTherapy in CLJmbria- Anniefirmly believes Music is inside us 811- itjust requiresthe rEhi key tounlctkit. The National Lottery Community Furd Grants Officer wrote.'"Thts isane¥tremelywell-mancTgedproject withexperienced committec£ incrediblywell-troined siaff hgfyrsandmuséc￿nSinvolVEdin delivery, possionotetycommittedto theirwort withdisobled children. manyofwhoffl oreemotionallychiTllenging with deeplydebilitatingillnes5es andshortgnedlife- expectancy. Coupledwith aprojecr which &sover- othiÉvingogoinsrits'torgets thisresults in o very strongproject" Media partnerswith the BBC.Annie has made fwuentappearawes one.g. 88C 8reakfast News. ITV Songs of Praise. GMTV. R3dio Cumbria and BBC Children in Need topromoteaw8renessof Sunbeams in¢ludingthestoriesc>f individual child￿rn with complexmedical needswho attend Sunbeams Sessions regularty. 2011 Thesunbeèms ConcertTroupetcok London bystorm.when theygavea Lunch-timeconcert at theprestigious St-Martin-In-The-Field Church, to a packedaudience Fe*ured on keytoards Ife. Dr Ifeolu Akintunde ourpresent ch31rman. an InternatlOn31 18wyerwho is alsoblind and of Africandescent. hitt8a*¢r 6¢ Infleedse￿l Celebroring30 Years olMaklp7g o Dlfferenoe 2014Sunbeams Children are This mostcomplgxof ￿lkI1[￿s15sobeautiful,that it isstill receivingacdaim in RIEAnews. InternatK)nal Architecruralpapers.8nd8st0nish￿thehjnQ1reds ofvisitorswho applaudouriconic award-winning Centre. NO.1 in thechartsl -with Gareth Malone'sAII Star Choirsinging 'Wake Me Up,." AJArchiLecturewrote. Youn9Newcostlepro¢ii MowsonKerrArehit8Ctshastriumphedin thtH8olth & Welll>*ngcotegtrryoftheAJArchitectureAwords withitssunbecun5mus￿Cent[e.' Anniestated on BBC. Radi04'sTODAYprogramme thatour PKineering Music For Life and Music ForDignitf programmesare renowned for'reachingthe Unreach?￿es..fuffl1llngthegaps inservice provision forpeoplewirh disabilities in Cumbria. RIBAwrote.' -Anuftusuolportnershipbetween t1￿￿t￿n￿orthltÉCth￿sre$￿1tedlnUnextgpt￿￿l environmentf0rheatthandwe1lbang￿ rurol CumbncL ThebuIklingh(x￿estAe$unbeom5mUSie Trust. whichoffersmusictheropytopeoplewth d￿a￿litIeS.A￿afflh￿tI0usdesIg￿£xeCutedWlth gTeGtCTaftsMansh￿c0mb￿n￿swltrh0 touchof hDmelinesstocreQteoverywelcomingenv￿onrnen¢ Ihroughout.- 2016 Michael Law50n-Johns0fi MRSM electecl asa Memberof Royal Socieryof Musicians,and awar(Jed Honorary profess(>rshipf¢>r services to Comrnunity Music. He received ast3ndingovatio fromthe w￿Mbers. AWARDSFORSUNBEAMS MAWSONKERR hi4ElurE MUSIC CENTRE 2004-2016. Hugeachievement raising £2.7millionto build Sunbeams MusicC8ntre, Penrith.designedas Universitythesis byWIII Maw50n.Annie'snephewarKI Godsonofwhom weareallvery proud. LASC2018 SFK>rtlisted Northem 8estPublic Sepiicebuilding Shortlisted Northem BestEducationalBuildirYa Shortlisied Northem Besrinclusive Building Northern Winnersmall Commer¢ialProiectoftheYr. National Fsna11StSmall commerci￿ Projectof theyr. l•Veare sogratefultoslr Normanstollerwho donatsd the last£1.3mi1l￿n. Hence StollerHousel Offsi¢eAw(trcls SFortlisted HealtF¢ar* Proiectof theYe8r SMrtlisted *st UsÈofTimbÈrTechnology lrfithavlal￿*ol￿arkS Stroc¢urtslTimber2018 SFM)rtlisted HealtF¢8re Proiectof theyear SfM)rtlistedContractoroftheYear Ar¢hiiectsJotsrnalAwords WinnerHe8lthc3rear WellbeingProjÉctof theYÈ8r prDiectoft￿YElr BuildingsAwards Sm811 ProiectoftheYearfin8list CNicTru5t2018 RegiOnAV￿rd Winner SdwsnGoldsmithforAccessibilityShortlisted Civic Tru5tCommendation Anniewith Sir Norman Stoller and his Project Manager, Stephen LoweF.C.I.B. WinnerArchitectof theYear(beating SirNorman Fosterl) ?017 INNER Celebraiing30 Yeurn£lMuklngalWerence 2016 VANESSA Weatsunbeams believeour¢ommunityis judged bythe wayit nurtures and include5 peoplewho 3re nor8ble toask forhelp. We are determined thatour bespoke Centrewill serveourbeneficiarieswith profound and complexneeds sothat theywill no longerfeel marginalised, butcan finda n￿he inwhich tothrive. APPOINTED AS CENTRE MANAGER. From the centre.we now serve disadvantaged communitiesthroLJ8hoLJt Cumbria. raising £400,000+ every year to fulfil ouraims. Over SUnteamsg￿E$￿$ho￿e. Llnttlyourlifeis touched bytr¢hildwithodditionolneeds.youcon'traJlly c¥preciute thgtralueofa charitylikesunbeams. Sunbeams work5hopsare trulylife-changing." -Agratef(Jl Mother SO organisationsnow hirethe MeetingRoo incomewhich helpsto payforourcommunity Music Thera Annie says"Everyorgonistrtionshouldhttve Vanesso". "Iclon'tknowmyown nome. bui IknowllotrEcominghere andfeelingsohappy whenl sing withyou." JustSOME of theaccolades from the 53 orgaDisatlOn5whouseour'iD5piratioDal' ~movin2- buildingfor twirmeetingsand conferences... 11 "Wef*lsogooc£ wedon't needourwalkingframesl- "Thankyou Vanessa. Iwouldbgashamgdif Ididn'r singyourproises. Itmokesmeveryemotionolto thinkof thEdifferen￿Yo￿￿ndSuntseurn5 make. I simplywcllkin theshodowofgiont&- "ljustwantedtosayaheortfeltthankyou Vonesso formokingus feelso welcome8(Jrlierthismonth. We rhoroughfyenioyedourtimerJtyourvenuerJndit definitetyaidedcrecTti￿thlnk1￿g. fhonkyou too for sorringoutsuchlovetyfo(Kl. Ihopeourparhscross ogoinsomeday." "romymind, thecentreonditswonderfulstoff rjre rheshÉlterecl, nurturing, creotive, outword-looking ar￿qUIet￿confIdEnteyre55QonofSUllbEorn5- tn asublimeandwoodynutshell. Aplace fullofdglight." FEB.20185unbeams Musiccentreofficially opened bysophie, Countessofwessex. "Whotojoyto Ikoble tocometosuchol)eautiful place andcreaiemusicin suchbeouiiful surroundings. Idon'tthinklhatrehodso much funin anaftemoon foralong time. Toall thechildEn-you areacompletejoy. Annigyouhoveworkedsohord tomokethishopten. withthesupportof others.but yOuh(web￿￿the1￿sp1[￿tlQn.- CelelJrotlrtq30 Years otmaklno tt Dillerenoe In thepast10yearswe have held amazingevents In London's LSO building(2013), theHouseof Lords, (2015), Kensington Palace(2017) and AuctioneerLord Archer ha5 helped u5 rai5eover £250.000 in hisinimitable style. of venueswherewedeliverour programmes.This would be impossibleif wedid not havethefinestof musicians. Mostof them have rheirown bands or ensembles buttheygive their timeand expertise so willingly and without hesiiatior)- sofer￿ntare they to cleliverour Mission- a Mi55ion shared byour loyal and ￿e￿I￿tec15taff. Liesl.Vanes53.John Pete. And with ourwise and ¢ommittÈd 8oard of Trustees and a bespDkeaw8rd-winningCentre, Sunbeams MusieTrustiswell-placed to consolidate itseore aimsand mission, but always bearingin minclijur sustainability. The momentum created bytheseprestigiousevents enabled usto feel confidelltthat P05h Frocks and Jeanswould be afun Èveningin 2019atthe Sunbeams Centre and here weare again planninga spectacular 30th CelebratioD.-The PROMS atSunbeam5-.featuring soloistsfrom the Natio￿1 Symphonyorchestra. We have alreacty received don*ions from nearly300attendees sowefeel surewe will haveawonderful evening. As8n Inrernation81 Centre of Excellence, the Sunbeams Music Centreembodies all t￿tcu￿brIa and The Lakeoistrict exemplifie5- as a place ofsyeat natur31 beauty. andassociated cultural exeellence, creativity- and well-bein&The Centre hascreated8 Sustainable legaeyforcommLJnitv music therapyfor disadvantaged peopleof all ages across the UK. Thisyearhas been oneofgreats1gnifican￿to Sunbeams. Notonlyarewecelebratingour30th Anniversary. butwe3re consolidatingour proJe¢ts after the Covid p8ndemic,evenextendingthenumber As Michael says... "You cannotopen a door to show a glimpse ofpossibility andslam itshut. It has now become ourmoral obligation to provide a pathwaybeyond". Celebraiing30 Yeurn£lMuklngalWerence # **ANNIE MAWSON’S SUNBEAMS MUSIC TRUST** # **(A company limited by guarantee)** ## **UNAUDITED** **TRUSTEES’ REPORT AND FINANCIAL STATEMENTS** **FOR THE YEAR ENDED 31 MAY 2022** **Registered number: 05794153** **Charity number: 1117159** 7 **ANNIE MAWSON’S SUNBEAMS MUSIC TRUST** ## **(A company limited by guarantee)** ## **CONTENTS** ||**Page**| |---|---| |**Welcome from Annie and Michael, Founders of Sunbeams**|**1-7**| |**Reference and administrative details of the charity,**|| |**its trustees and advisers**|**9**| |**Trustees’ report**|**10-27**| |**Independent examiner’s report**|**28**| |**Statement of financial activities**|**29**| |**Balance sheet**|**30**| |**Notes to the financial statements**|**31-43**| 8 ## **ANNIE MAWSON’S SUNBEAMS MUSIC TRUST** ## **(A company limited by guarantee)** ## **Reference and Administrative Details of the Charity, its Trustees and Advisers for the Year Ended 31 May 2022** ## **Trustees and Directors** Dr I. O. Akintunde, Chair Dr A. F. R. Wolfe, Treasurer Mrs I. Henderson Mrs R. C. Seager Mrs K. Addison Mrs L. Addison Mr M.J. Lawson-Johnson Mrs E.A. Mawson ## **Company Registered Number** 05794153 ## **Charity Registered Number** 1117159 ## **Registered Office** Sunbeams Music Centre, Stoller House, Redhills, Penrith, Cumbria, CA11 0DT ## **Company Secretary** M. J. Lawson-Johnson, MRSM ## **Chief Executive** Annie Mawson MBE, MRSM ## **Accountants** Armstrong Watson Audit Limited, Fairview House, Victoria Place, Carlisle, CA1 1HP ## **Musical Patrons** Liam Fray – The Courteeners Philip Glass Justin Pearson – Managing Director and Artistic Director of the National Symphony Orchestra ## **Supportive Patrons** Lord Archer of Weston-Super-Mare Lord Melvyn Bragg Susan Bagot MBE Hal Bagot Lady Eileen Carey Sir James Cropper KCVO The Rt. Rev. Richard Garrard Neville Howard The Rt. Rev. Bishop Laurie Green Vicki Green Ian Gregg CBE Julia Linnette Lara Rostron 9 ## **ANNIE MAWSON’S SUNBEAMS MUSIC TRUST** ## **(A company limited by guarantee)** ## **Trustees’ Report for the Year Ended 31 May 2022, to be read in conjunction with 30[th ] Anniversary Report by Founders Annie Mawson MBE & Michael Lawson-Johnson MRSM** The Trustees present their Annual Report together with the financial statements for the year ended 31 May 2022. The Trustees confirm that the Annual Report and the financial statements of the company comply with the current statutory requirements, the requirements of the company’s governing document and the provisions of the Statement of Recommended Practice (SORP), applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and the Republic of Ireland (FRS 102) (effective 1 January 2019). Since the charity qualifies as small under section 383, the strategic report required of medium and large companies under The Companies Act 2006 (Strategic Report and Directors’ Report) Regulations 2013 is not required. ## **Objectives and Activities** ## **Policies and Objectives** In setting objectives and planning for activities, the Trustees have given due consideration to general guidance published by the Charity Commission relating to public benefit. **----- Start of picture text -----**
Sunbeams Music For Life®
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## **THE PURPOSE OF OUR ORGANISATION** ## The Trust’s key objectives: "Sunbeams aims to relieve sickness and assist in the treatment of children and adults who are suffering physically, emotionally, psychologically and mentally by the provision of free music therapy and to provide introductory music therapy training to individuals working with such persons". Our achievements have always been an indication of the strong infrastructure of the charity, including Trustees/Directors and Staff, as well as the remarkable professionalism, dedication and talent of the musicians who all contribute to the on-going high standard and quality of Sunbeams services. Leadership and staff are outstanding, with the experience, qualifications, skills and empathy, able to deliver Sunbeams' vision and mission. We aim to tackle the serious challenges raised by social 10 exclusion, deprivation, ill-health and inequality, through the transformative power of our Community Music Therapy. In fulfilling our Mission, 8 specialist Musicians help 2,500+ disadvantaged individuals improve their quality of life, their emotional and mental health and self-esteem through the creative freedom of music, in our unique Music For Life® and Music For Dignity® programmes. Most sessions are free of charge to groups of up to 30 children or adults with disabilities every week in venues throughout Cumbria and in our bespoke award-winning Sunbeams Music Centre and via ZOOM Technology. All the Sunbeams beneficiaries suffer from varying disabilities, including physical and learning disabilities; mental health issues; Alzheimer’s/senile dementia; autistic spectrum disorder; Down's syndrome; emotional and behavioural disturbance; complex medical needs. ## **ACTIVITIES FOR ACHIEVING OUR OBJECTIVES include** : ## **1. SUNBEAMS MUSIC FOR LIFE® PROGRAMME** **1. SUNBEAMS MUSIC FOR LIFE® PROGRAMME** including Family Learning - a specialist and innovative programme, pioneered by Sunbeams Founder, Annie Mawson in 1992. Through structured interactive workshops, our 8 specially trained professional musicians use music as a tool for therapeutic and developmental benefit for groups of disabled and disadvantaged children and adults of all ages. ## **2. SUNBEAMS MUSIC FOR DIGNITY® PROGRAMME** **2. SUNBEAMS MUSIC FOR DIGNITY® PROGRAMME** delivered to elderly people with severe Dementia/Alzheimer’s with the aim of relieving suffering, and encouraging communication and social inclusion. The wishes of elderly people who have led amazing lives are often ignored. They want Sunbeams to restore their self-respect through participating in our music sessions - and give them back their dignity. **Do see our website www.sunbeamsmusic.org** for a more detailed description of the aims and examples of how Sunbeams Community Music Programmes have transformed the lives of our beneficiaries, whatever their age. **----- Start of picture text -----**
1. Sunbeams Concert Troupe
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**“We feel so good, we don’t need our walking frames!”** 11 **3. SUNBEAMS CONCERT TROUPE** consists of 20 adults with a wide range of disabilities. In the past, the Troupe have brought their show to theatres, village halls, and churches in rurally isolated areas. They have received wide acclaim, especially after they performed to a packed lunch-time concert at the prestigious venue of the Church of St Martin-in-the-Fields in Trafalgar Square in London. They were invited, not because of their disabilities but because of "their excellence". The Troupe delighted audiences whilst challenging individual attitudes towards disability, thus breaking down barriers of prejudice and strengthening communities. The members of the Sunbeams Concert Troupe were themselves transformed by their self-improvement and development, which led to their social inclusion within their communities. **Sunbeams uses music in a therapeutic way to encourage communication and social inclusion, build up selfesteem and self-confidence and improve quality of life – making a real difference to peoples’ lives.** **Sadly, due to Covid-19, the Troupe are so vulnerable that throughout this Reporting Year, they have all been sheltered because of their complex needs. They receive music sessions via Zoom, but we envisage it will be a long time before they will be able to perform in public again.** 12 ## **4. SENSORY GARDEN** A major feature of our work which has continued throughout the pandemic has been the development of the Sensory Garden – and especially the installation of harp-like instruments which all our beneficiaries just love to play and listen to the magical, ethereal sounds. Thank you SO much to the Trustees of the Cumbria Waste Management Environmental Trust (CWMET) for funding this exceptional garden, along with special eco paths, and eco playground for wheel-chair dancing. Three Octave pentatonic Aluminium sounding tubes. Suspended inside bright galvanised tube construction with tube clamps. Sound range between soprano and tenor and bass - with beautiful timbre and sustain, which the children LOVE to play. We have provided a facility which is calming, and palliative for children with life-limiting conditions, thus fulfilling the requests from the families. We wanted to enhance their physical and mental health. Sunbeams had just won the 2018 RICS Award for the North-West for a Centre providing health and wellbeing. This project really expanded our facilities, increasing accessibility to even more disadvantaged people of all ages. ## **5. SUNBEAMS MUSIC CENTRE** > **[“Music has always been important to me. It always has been and always will be. ] Without Sunbeams Music, my life is not worth living.” John** This is why we raised £2.5 million to build and run the Sunbeams Music Centre: a National Centre of Excellence for these people with profound and complex needs – as no other organisation is fulfilling their long-term needs and aspirations. Building this iconic and stunning Sunbeams Music Centre marked a significant milestone in an extraordinary journey for Annie Mawson’s Sunbeams Music Trust as well as MawsonKerr Architects. The Centre is increasing delivery of Community Music Therapy to children and adults with Special Needs in the North of England and beyond. The Centre is a single-storey 550m2 construction, comprising Workshop/Training/ Performance Hall, 5 Music Therapy Rooms, Recording Studio, Meeting Room, Kitchen, Administration facilities, Exhibition Space, Sensory Garden and woodland. It is set in 1.16 hectares on the fringe of the Lake District National Park, in England on the A66/M6 axis, Junction 40 M6 at Penrith, in between Redhills and Rheged. 13 From the outset this was no ordinary project. The journey began 17 years ago in 2005 as a university thesis project for MawsonKerr Director Will Mawson who was studying the charity as part of his final year project at Newcastle University; in an unusual turn of events this became a live project following unanimous approval by the Board of Trustees. The green field site with transformational therapeutic qualities was generously donated overlooking Ullswater Valley near Penrith following which a lengthy fund raising period began for the Centre. This included a number of sponsored “endurance challenges” by MawsonKerr and friends of the charity such as a Forrest Gump style 24 hour coast to coast run of over 200 miles in 24 hours, the round Cumbria Cycle ride – 270 miles in 24 hours, the exhausting climb of 21 Cumbrian fells (mountains!) in searing heat in 21 hours! This indomitable group of lads and lasses – used to play rugby, but no longer with tired-out knees! They raised over £70,000 towards Tom’s Room – in memory of their dear friend, who died of Alzheimer’s type disease at age of only 23 years. It was a huge achievement raising £2.5 million to build the Centre which I have described in every Annual Report since the Board approved its construction in 2012! But I have to reiterate that this most complex of buildings is so beautiful, that it is still receiving acclaim in International Architectural papers, and astonishes the hundreds of visitors, including National Architects, and over 60 organisations which now hire the Meeting Room, income which helps to pay for our Community Music Therapy. Our dream has come true – to provide a bespoke Centre which will be a sustainable legacy for disabled people of all ages, whose lives will be transformed by the power of music. Special thanks to our main philanthropist – Sir Norman Stoller, whose largesse we were thrilled to acknowledge when the Centre, officially known as Stoller House, was opened by Sophie, the Countess of Wessex on February 8th 2018. The futuristic building follows the natural contours of the land as it slopes upwards from west to east, appearing to gradually emerge from the landscape. The building almost reaches a crescendo, as would a piece of music – the Centre really is cutting-edge design. It is true testament to Will Mawson ARB RIBA, our architect – and worthy of our wonderful beneficiaries who no longer have to tolerate inferior resources 14 ## AJ Architecture wrote: “Young Newcastle practice MawsonKerr Architects has triumphed in the Health & Wellbeing category of the AJ Architecture Awards with its Sunbeams Music Centre.” ## RIBA wrote: “An unusual partnership between client and architect has resulted in an exceptional environment for health and wellbeing in rural Cumbria. The building houses the Sunbeams Music Trust, which offers music therapy to people with disabilities. An ambitious design executed with great craftsmanship combines with a touch of homeliness to create a very welcoming environment throughout.” MAWSONKERR Architecture & Sustainability Architects Journal Awards Winner Healthcare and Wellbeing Project of the Year Buildings Awards: Small Project of the Year finalist Civic Trust 2018 Region Award Winner Selwyn Goldsmith for Accessibility Shortlisted Civic Trust Commendation LABC 2017 Shortlisted Northern Best Public Service building Shortlisted Northern Best Educational Building Shortlisted Northern Best Inclusive Building Northern Winner Small Commercial project of the year National Finalist Small Commercial project of the year Offsite Awards Shortlisted Healthcare Project of the Year Shortlisted Best Use of Timber Technology Structural Timber 2017 Shortlisted Healthcare Project of the year Shortlisted Contractor of the Year Winner **----- Start of picture text -----**
Will Mawson ARB RIBA
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Sunbeams Music Trust is now a flagship charity within Cumbria and the North of England. We feature regularly within Children in Need appeals on BBC due to the work we deliver to children with complex medical needs. Established in 1992, Sunbeams Music Trust deliver our 'Music For Life® ' and ‘Music For Dignity®’ programmes to disabled people of all ages throughout Cumbria. We were eager and deserving of a more appropriate home. It really is this group of people and providing for them that make the project so special. **Trying to be completely inclusive without appearing institutional was an important design driver** . There are a number of specialist inclusive features that make the building unique in the county such as the hoists and change facilities before we consider the impact of the architecture. The architecture is intended to reflect synthesis between the natural context, a contemporary vernacular and musical union; housing several unique functions it is also importantly an outward facing advert for the charity. The design team’s resultant building is designed to embody musical qualities of rhythm, timbre and melody within the landscape; shaped along the curved natural contours it grows with a crescendo at the canopy to the eastern main entrance. Inserted along the rhythmical elevation are a series of playful introverted volumes housing key activities. Do see our website for the plans and more photographs. 15 **“Sunbeams gives us hope. Until your life is touched by a child with additional needs, you can’t really appreciate the value of a charity like Sunbeams. Sunbeams workshops are truly life-changing.” A grateful Mother** ## **HOW SUNBEAMS CONTRIBUTES TO LOW CARBON TRANSITION IN CUMBRIA** **Following the Climate Summit in Glasgow, the Conference of the Parties (COP), we thought it was pertinent to embrace how, from the very outset of architectural design and construction of Sunbeams Music Centre, our unique action plan was committed towards net zero greenhouse gas emissions by 2050. Hence Sunbeams was Highly Commended by Civic Awards and Holcim Foundation for Sustainability.** **We are committed to a greener future with:** ●Ground Source Heat pump, registered with Ofgem RHI system (Renewable Heat Incentive) ● Five 30 metre long trenches carry the closed system ground loops which use the energy within the ground to generate heat required for the underfloor heating and hot water supply. In summer, parts of the system can run in reverse providing energy efficient cooling to the building ●Thermal mass of the hill within which the Centre is buried tempers the climatic peaks, providing zero air leakage to 50% of the envelope area ●Green roof (home to oyster catchers!) increases the biodiversity of the built area reducing the ecological impact. Absorbent layer reduces storm water run-off. Vegetation, including herbs, absorbs heat, reducing contribution to the greenhouse effect ●The lozenge shaped volumes have innovative acoustically treated natural ventilation system within the depth of the wall, driven by the cross wind over the fins. ●Efficient sewage plant returns pure water to the ground ●Living Wall on entrance to Centre Reception – one of the few in Cumbria. ●Planting of 400 boundary trees ●LED Lighting throughout ## PLEASE SEE DIAGRAM below. Energy Reporting is by secure Ambiflex IT BMS (Building Management System) which measures daily, monthly electric, heat, CO2, natural ventilation, temperatures, U/F pumps, in each individual room to gauge our progress towards Net Zero GHG emissions. We submit heat output and fuel measurement data to RHI Register and thus receive Ofgem periodic support payments. 16 ## **Imagine our despondency in June 2021 when we realised that the COVID Pandemic would continue to ruin all our heart-felt plans, all our mission and hopes for the vulnerable beneficiaries who live for their music sessions in our beautiful building, delivered with such empathy and passion by the musicians.** To ignore the impact that Covid-19 has had on us as a team would be to disregard the learning and the growth that comes from such adversity. As for our marginalised groups – their emotional needs must be paramount in our potential rush to get “back to normal”. We needed to recognise and address the grief, loss and anger and bewilderment felt by everyone. The words I wrote as long ago as March 2020 are still etched in our memories for ever…… “Coronavirus….Covid-19….Zoom….Online Delivery….Virtual Sessions….Catch it! Bin it! Kill it! …....Pandemic….Furlough….Flexi Furlough…. Social-Distancing……Shielding” **Who would have thought these words would still be uttered with such heavy hearts 24 months later.** 17 ## **6. CHANGING DYNAMICS WITH ONLINE DELIVERY WITH ZOOM** **And so we decided to use Zoom! Another word I hadn’t come across and since then it has played an integral part of our delivery and without it, I doubt if we would have been able to keep in touch with all our beneficiaries. We still zoom over 1,000 beneficiaries every month!** Zoom has been a wonderful tool for us to keep in touch with and offer support to our beneficiaries and their carers **,** especially those who reported high levels of loneliness during the pandemic. Some people lost social support from families, friends, and neighbours during this time especially those who live in rurally isolated villages in Eden and Allerdale where the Coronavirus is still so rife. The value of communication technology for keeping in touch was clear. Many of the young adults with severe special needs were tremendous on ZOOM and told all their friends they “were on the telly!” This new Online project has reminded the beneficiaries that we are still here, and will be here for them when the COVID-19 Virus is over, however long it takes. We were right to feel lockdown would be longer for these most vulnerable high-risk people, children with complex needs and elderly groups with dementia. We realised that COVID-19 would last well into 2022. Grants from BBC Next Steps, COINS Foundation, D’Oyly Carte, YMCA Kendal Ltd., Charities Aid Foundation, Eden District and the Arts Council Culture Recovery Fund enabled us to devise and expand Online Virtual Delivery of Zoom Workshops which are all received with such excitement but we now face the prospect of increasing competition when applying for more funds. In summary, the Zoom sessions were met with wholehearted enthusiasm! The impact upon the beneficiaries was greater than we dared to expect as we aimed to bring the following differences to our beneficiaries, of all ages: 1. Improve their desperate situation by alleviating their loneliness when they see and hear the familiar Sunbeams Musicians. 2. Alleviate their marginalisation caused by their disability 3. Improve their self-esteem and well-being, reminding them to keep singing 4. Help them cope and improve their mental and emotional health 5. Relieve their profound feelings of isolation and social exclusion 6. Relieve their distress, giving them much-needed fun and escapism 7. Maintain communication with informal partnership organisations so THEY know they are not alone. **"Annie and the team... thank you from the bottom of our hearts for all you do. You can bring a smile when all around seems hopeless. I really hope that Sunbeams is able to continue as our daughter gets so much enjoyment from it".** 18 ## **7. OUTSIDE SESSIONS** However, the use of this technology was not suitable for all and for some people it was no replacement for face to face contact. After considerable pressure from our clients, in August 2021, we decided to offer open air music sessions underneath the large canopy by the front door of our Centre. We consulted with care staff and arrived at a plan and a risk assessment that was safe and adaptable for all, using our picnic tables for various “bubbles”. The first session started with the numbers lower than expected. Interestingly, as the result of having contracted Covid, some of the musicians found that the words and music that we have taken for granted, did not just return and they needed prompting by the beneficiaries to trip their memory. Lucky there weren’t more there! After that very amusing but rather poignant session, numbers returned as ever and there was an enthusiasm that has lasted until the present. All the people taking part were so emotional that the music and the fun were back! Again and again parents said how their children asked “When are we going to Sunbeams – why can’t we have music?” The children do not understand what Covid is and how dangerous it is to their already frail bodies. We have avoided contraction of Covid by following comprehensive procedures, 19 including spacing, double vaccination, temperature and lateral flow testing, hand gel and sanitising all tables, chairs and instruments. The photographs speak for themselves! ## **8. END OF FURLOUGH AND RESUMPTION OF WORK INSIDE SUNBEAMS** The Coronavirus Job Retention Scheme ended on 30 September 2021. We needed to plan the future. We needed to establish what the future will look like, and with all staff returning – how to develop everyone’s roles and work patterns, especially with demand growing exponentially. We need to outline the route out of lockdown – setting out objectives together and develop the client-base for “power of music to heal” and ask ourselves – apart from our Music Therapy Delivery to over 2,500 beneficiaries every month, what WERE we doing before Covid?” ## **FUNDRAISING of course! We continue to strive towards keeping Sunbeams viable and as selfsustainable as possible – but impossible without the grants from our wonderful Funders who so believe in us: please see Financial Reports.** On behalf of all our beneficiaries who are unable to speak for themselves, thank you to everyone for supporting us throughout this strange period. We could not continue our valuable Music Therapy work without the wonderful donations received from the community – whether local, regional or national. All gifts, legacies and donations received in the post have been gratefully received – and hugely importantly, over the years we have received 3 amazing 3/4 Grand Pianos, 2 harps, numerous guitars, violins, drums and bass instruments which our beneficiaries love to play now that the face-to-face music workshops have resumed. We always welcome bequests, and look forward to receiving our first Stradivarius! With all programmes, whether for the Recording Studio, the Wolfson Meeting Room, Music for Life® or Music For Dignity® Programmes – we need to be pro-active rather than re-active and talk to carers/organisations to establish facts and figures; explore venues – old and new e.g. Dementia Ward Carlisle Hospital; link with formal care packages - personal payments, our Music For Life® Programme and especially kick-start our Music For Dignity® programme. 20 _**"I cannot remember my own name but this is the best place in the world. I love coming here."**_ **Many beneficiaries cannot express their mental-health issues verbally, but their faces were distraught with fear and bewilderment because of COVID-19. They didn’t understand the complexities of the “virus”. They did know why they felt lost and frightened. The impact of coronavirus was too profound for them to describe, apart from crying with distress.** _**"Sunbeams is the only activity/group we attend." "Without Sunbeams, we would be completely isolated”.**_ We have had difficulty keeping in touch with people with dementia especially those who are in hospital or care homes. The impact of the pandemic on their quality of life has been particularly challenging. For many people with dementia and their carers, the sudden loss of formal support services including our Community Music Therapy has had a negative impact on their life quality. We sincerely hope that we will soon be able to resume our Music for Dignity® in the 27 Care Homes/Hospices/Hospital Wards where we delivered our programmes to such great benefit and tangible impact. Protecting the health and safety of employees, beneficiaries and third parties on our premises was at the forefront of our minds when re-opening the Sunbeams Music Centre. Strict COVID precautions continue to be in place, with enhanced deep cleaning of the premises, and even all the instruments – which the beneficiaries are so enjoying in the outside sessions. All the Corporate companies are returning for their meetings, their AGMs, their Conferences – acknowledging the beauty of the Centre and its Sensory Garden and Orchard and indeed, the safety of the clever design incorporating all the Breathing Building Principles described previously. They all report how much they have missed Sunbeams – and especially the wonderful staff - a sentiment echoed by the beneficiaries and carers who are starting to enjoy the infectious enthusiasm of the Sunbeams Musicians. In order to fully understand what makes Sunbeams such a special project it is crucial that you visit the Centre if you can and when you feel safe to do so. If you do, you will meet an incredible group of people in Sunbeams Music Trust who will be more than happy to impress delight in their exciting “home” as they plan celebrations for the 30th Anniversary from June 2022. **Glassical Performance Hall named after Sunbeams Musical Patron, Philip Glass.** I am so proud of the Sunbeams Staff and Musicians who have showed quiet dignity and wonderful emotional resilience during the last 18 months. It is a time for renewal as we look to the future with increasing hope as the Centre has come alive again with a real buzz. 21 What better way to conclude than to tell everyone of our exciting news: **“HOT OFF THE PRESS” that in November 2021 Sunbeams was represented on Matt Baker’s Rickshaw Challenge for BBC CinNeed by Harrison, a Sunbeams beneficiary for the last 14 years!** ## 'I am the greatest showman in the whole wide world' - The show must go on for Harrison ## **HARRISON – THE GREATEST SHOWMAN AT SUNBEAMS!** **To read these words from Harrison, one might think that he was the most egotistical, arrogant young man! But Harrison doesn’t have a conceited or big-headed bone in his body. He has been coming to Sunbeams Music Trust for over 14 years – supported by BBC CinN and intermittently by his own fundraising – part of “Harrison’s Fun Fund”. He does have a massive self-belief, and I believe that he doesn’t see his disabilities as putting him at a disadvantage to ANYTHING he tackles. Indeed, in my opinion, I don’t even think Harrison sees himself AS disabled. He is a gregarious member of the Sunbeams Team – so much so that over the 14 years of weekly music sessions, he has become a volunteer, encouraging the younger ones and more reluctant older more reticent youngsters to sing. He sings solos, and includes even his trademark opera singing: he brings joy to all who hear him. He is a born performer, and IS desperate to be famous! But in a lovely way, whereby he can bring joy to others whom he sees as less fortunate than himself, or even to huge audiences – having sung at several Festivals! He loves to be on the stage, singing his heart out with his beautiful tremolo voice which is SO enchanting and evocative. He does have a very strong story, but his strong personality has helped him overcome severe medical problems. We told Matt and the BBC production managers that the Rickshaw Challenge would not be the same without Harrison! We were there to cheer him on as he sang a song of celebration to Matt and the BBC and the Rickshaw Challenge Team when we Staff met him at each Pit-Stop, culminating in a magnificent finale at Ulverston!** ## **WELL DONE HARRISON – WE ARE SO PROUD OF YOU! YOU EPITOMISE THE TRUE SPIRIT OF SUNBEAMS!** I know that many of you who read this Report are already great friends of Sunbeams – and I thank you for your friendship. My dedicated team and I are all so humbled and inspired by your unfailing support – especially during this pandemic, in the knowledge that your donations and friendship enable us to fulfil our mission with passion, commitment and enterprise, of “reaching the unreachables” - the fundamental driving force for everyone at Sunbeams through ‘the power of music to heal.’ 22 ## **WHO CAN RESIST OUR BEAUTIFUL BUDDING MUSICIANS, LUCY AND ESME!** ## **SEE OUR FACEBOOK @SunbeamsMusic** - E. Annie Mawson MBE 15 September 2022 ## **Investment Policy and Performance** Investment policy and objectives The Trustees operate within the governing document, the Memorandum and Articles of Association having regard to the guidance provided by the Charities Commission and act in accordance with the Trustees Act 2000. ## **Going Concern** After making appropriate enquiries, the Trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. For this reason they continue to adopt the going concern basis in preparing the financial statements. ## **Principal Risks and Uncertainties** The Trustees have assessed the major risks to the charity, especially those related to the operations and finances of the charity. The charity has systems in place to control and mitigate risks. - Ensuring projects and any associated risks will be overseen by an active Board of 8 Trustees - Comprises multi-disciplined team with strong representation of people we help and led by a Solicitor 23 - Experienced in Risk Management principles with proven robust systems, procedures and policies in place covering all aspects of the organisation and risk mitigation: Governance, Equal Opportunities, Safe-Guarding, Vulnerable Adults, Health and Safety - Ensuring people have the right skills/knowledge/empathy/experience to deliver our programmes - Enhanced Disclosure and Barring Service checks for all the Sunbeams team with ongoing support, advice and training opportunities available (e.g. handling techniques for disabled people) and reinforced at Sunbeams’ Training Days. ## **Reserves Policy** Trustees agreed a policy of maintaining a minimum of three months’ value of operational costs as a reserve. This has been reviewed during the year and is still seen as an appropriate balance between the financial probity of the charity without simply keeping money in the bank. The charity continues to deliver an amazingly valuable service to a wide audience across Cumbria and the North. Frequent comments from beneficiaries, carers and family members about the beneficial impact that music therapy has, reinforces the drive to build and improve the work that we do. ## **Structure, Governance and Management** ## **Constitution** Annie Mawson’s Sunbeams Music Trust (Sunbeams) is a company limited by guarantee, as defined by the Companies Act 2006. The Trust was originally created as an unincorporated charity on 17 January 2000; the limited company was incorporated on 25 April 2006 and registered as a charity with the Charity Commission on 7 December 2006 with all relevant assets then being transferred to the company. The company was established under its Memorandum and Articles of Association which comprise the governing document (as amended 18 August 2006). ## **Method of Appointment or Election of Trustees** The management of the charity is the responsibility of the Trustees who are elected and co-opted under the terms of the Articles of Association. ## **Policies Adopted for the Induction and Training of Trustees** New Trustees, on appointment, have a formal induction meeting with the Chief Executive and are informed of methods of working, current issues, attendance at meetings etc. They are given an information pack comprising guidance on their responsibilities, the most recent Trustees’ Report and Financial Statements and other documentation concerning current activities and projects. They also attend concerts and workshops run by the organisation to experience the work at first-hand. Ongoing training is provided annually for all Trustees, as well as for staff, musicians and volunteers, and one-off training is carried out as required. ## **Organisational Structure and Decision Making** “Sunbeams” is an independent charity. Annie Mawson’s Sunbeams Music Trust has a very active Board of Trustees that meets bi-monthly. They are responsible for the overall management and control of the charity. The Board is provided with monthly financial reports in addition to regular updates and reports from its Chief Executive. The Trustees maintain scrutiny of the major strategic, business and operational risks which the charity faces and confirm that regular reports are produced in order that necessary steps can be taken to manage these risks. ## **Wider Network** Sunbeams maintains relationships with other legal entities which include: - ACT (Actions for Communities in England) - BBC Media partnership - Cumbria Arts and Culture Network - Cumbria CVS (Cumbria Council for Voluntary Service) - Live Music Now 24  National Council for Voluntary Organisations (NCVO)  4Eden ## **Trustees’ Indemnities** The charity holds a standard insurance policy which includes a trustees’ indemnity against any liability in connection with any negligence, default, breach of duty or breach of trust in relation to the charity. ## **Members’ Liability** The members of the company guarantee to contribute an amount not exceeding £1 to the assets of the charity in the event of winding up. ## **Public Benefit** The Trustees of Annie Mawson’s Sunbeams Music Trust believe they have complied with the duty in section 17 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission. ## **From our Treasurer** A message from our Treasurer, Dr A. F. R. Wolfe BSc (Hons), MSc, PhD. As outlined in the Chief Executive’s report above, the impact of the Covid pandemic upon Sunbeams’ operations and finances continued during the year to 31 May 2022 but the gradual opening up of society thanks to the vaccination programme during 2021 has enabled us to progress from lockdown to what are now, more recognisably ‘normal’ conditions. Our online music sessions have continued to be vital in enabling us to reach those who love participating in them so much, and derive huge therapeutic benefit from doing so. We very much expect that for many (particularly those that still need to shield, but also those for whom transport may be tiring or inconvenient), this will continue to be the case. However, whereas in the summer of 2021 we were able to welcome many back to outdoor music sessions at the Sunbeams Centre, over the course of the financial year it became possible again (while still maintaining rigorous protocols) to hold these indoors in our beautiful Performance Hall. More recently, there has been the resumption of many sessions in which our musicians travel to where our beneficiaries are, whether it be in schools or care homes. In the year to 31 May 2022, total income rose slightly to £300,658 from £293,842 in the previous year. This was in spite of receipts from the Coronavirus Job Retention Scheme falling by £53,989 following its cessation in September 2021. We were again successful in securing grants from a range of bodies, and individual donations and legacies were slightly increased, even though public events such as fundraising concerts and external presentations have continued to be somewhat limited. Moreover, our trading income from the Trust’s supporting businesses of the hire of rooms at the Centre for external meetings, and our recording studio, revived over the course of the year. Expenditure has continued to be tightly monitored throughout the year, although inevitably it rose as more normal operations resumed, from £249,077 to £283,432. The net outcome, after depreciation of £61,707, shows a deficit for the year of £44,481, which we consider entirely acceptable given the conditions of the last couple of years; however, we have continued to maintain strong levels of bank balances and reserves. In common with the rest of society, we are hopeful that the worst of the pandemic is now behind us, although we are very much aware that there may still be issues from any new variants that may arise, especially as we move towards winter. We have learnt a great deal from the last couple of years and are fully committed to delivering our music in whichever ways, whether online or face to face, that work best for our customers, young and old. In addition however, the pandemic, and its aftermath, have brought into sharp focus the need for continued professionalism in securing funding. Many charities are finding that the potential funding opportunities that used to exist are not available. This means that competition for funding is rapidly becoming fierce. Although Sunbeams is fortunate to have skilled people with years of experience in this field, this will be a vital area in the coming years. In addition, 25 and as applicable to the entire charitable sector, the ‘cost of living’ crisis will logically make fundraising more difficult, while adding to our costs. In conclusion though, we are in a good position, with a committed team and a strong financial base, to meet the coming challenges, and look forward to the future with full belief and confidence in our mission of reaching those who to whom Sunbeams makes such a huge difference. ## **From our Chair** A message from our Chair, Dr Ifeolu Omoniyi Akintunde LLB. One day, as I sat enjoying one of the many Sunbeams Music concerts, I found myself wondering what I would find if I could suddenly invade the mind of one of those joyful performers. Many of them face daily isolation and have to live with profound disabilities for most of the time. However, for a few minutes, even an hour, they seem to throw off all their worldly worries. Their freedom in performance is instinctive, infectious and joyful to watch. This is however just the result of all the hard work and love that is involved throughout the year. Every day, staff and musicians are delivering sessions in different venues, planning new events, being there for people, raising funds and doing so much more. This year’s report will contain figures and lists of activities; but there are less tangible but equally important measures of our success, in the smiles, increased confidence and overall growth of our members. Sunbeams Music Trust works with the most vulnerable people, many with profound disabilities of all kinds. Our success is evident in the numbers of clients who enjoy our services, and the many professionals who invite us. Our activities are designed to be as inclusive as possible, providing for people with various access needs. We use trained and experienced musicians, skilled in ensuring that everyone can participate in our activities. The beneficiaries are encouraged to take part, as little or as much as possible; we find that their participation increases their enjoyment of the session. Some can even take the confidence they have acquired into other aspects of their lives. At Sunbeams Music Trust, we believe in removing all barriers to active participation in our events and sessions. We know our many beneficiaries and plan our activities around their needs. There is nobody who has ever been turned down when attempting to access our sessions. This year, we have continued to use our award-winning Sunbeams Music Centre, both as an accessible venue for our events and a place where the public can visit, record music and even participate in our activities. As we have gradually learnt to live with COVID, we recognise that our members are highly vulnerable. We have continued to ensure the highest standards of safety, including ensuring that our building is properly ventilated and provided with strict Covid procedures in place. All the visitors and corporates who hire our facilities totally embrace these measures. We look forward to the coming year, with anticipation of the tangible and less tangible proofs that our beneficiaries are shaking off their inhibitions and being the best they can be. Our thanks goes to our staff and musicians, who remain committed to ensuring groundbreaking programmes for both beneficiaries and the general public. The Sunbeams team is a fantastic mix of talent and expertise: we are all united by the desire to bring out the best in our beneficiaries. We share their joys, perform with them and can’t really imagine life without them. Dr Ifeolu Omoniyi Akintunde LLB Chairman 26 ## **Trustees’ Responsibilities Statement** The Trustees (who are also directors of Annie Mawson’s Sunbeams Music Trust for the purpose of company law) are responsible for preparing the Trustees’ Report and Financial Statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). 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 the income and expenditure, of the charitable company for that period. In preparing the 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 - Make judgements and accounting estimates that are reasonable and prudent - Prepare the financial statements on the going concern basis unless it is inappropriate to presume the charitable company will continue in operation. The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charitable company’s transactions and 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. This report was approved by the Trustees on 15 September 2022 and signed on their behalf by: Dr I. O. Akintunde, LLB Chair of the Trustees 27 ## **ANNIE MAWSON’S SUNBEAMS MUSIC TRUST** ## **(A company limited by guarantee)** ## **Independent Examiner’s Report to the Trustees of Annie Mawson’s Sunbeams Music Trust (‘the Company’) for the Year Ended 31 May 2022** I report to the charity Trustees on my examination of the accounts of the Company for the year ended 31 May 2022. ## **Responsibilities and Basis of Report** As the Trustees of the Company (and 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 the Company's accounts 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** Since the company’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Association of Chartered Certified Accountants, which is one of the listed bodies. 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 Company 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. This report is made solely to the Company's Trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. My work has been undertaken so that I might state to the Company's Trustees those matters I 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 Company and the Company's Trustees as a body, for my work or for this report. Karen Rae FCCA Armstrong Watson Audit Limited, Chartered Accountants, Carlisle Date: 15 September 2022 28 ## **ANNIE MAWSON’S SUNBEAMS MUSIC TRUST** ## **(A company limited by guarantee)** ## **Statement of Financial Activities incorporating Income and Expenditure Account For the Year Ended 31 May 2022** |Note
**Income from:**
Donations and legacies
2
Charitable activities
3
Other trading activities
4,5
Investments
6
HMRC Coronavirus Job Retention
Scheme receipts
**Total Income**
**Expenditure on:**
Raising funds
10
Charitable activities
7,8,9
**Net income/(expenditure)**
**before depreciation**
Depreciation and amortisation
7,8
**Total expenditure**
**Net income/(expenditure) and net**
**movement in funds**
**Reconciliation of funds:**
Total funds brought forward
Net income/(expenditure) in the year
Total funds carried forward|Unrestricted Restricted
Total
Total
funds
funds
funds
funds
2022
2022
2022
2021
£
£
£
£
57,857
182,356
240,213
211,052
4,096
-
4,096
1,030
38,965
-
38,965
11,111
2,036
-
2,036
1,312
15,348
-
15,348
69,337| |---|---| ||118,302
182,356
300,658
293,842| ||7,443
-
7,443
398
32,590
243,399
275,989
248,679| ||40,033
243,399
283,432
249,077| ||78,269
(61,043)
17,226
44,765
8,421
53,286
61,707
61,746| ||48,454
296,685
345,139
310,823| ||| ||69,848
(114,329)
(44,481)
(16,981)| ||461,966 2,377,997 2,839,963
2,856,944
69,848
(114,329)
(44,481)
(16,981)| ||531,8142,263,6682,795,482
2,839,963| There were no other recognised gains or losses in the year, or in the prior year. The notes on pages 31 to 43 form part of these financial statements 29 ## **ANNIE MAWSON’S SUNBEAMS MUSIC TRUST** ## **(A company limited by guarantee – registration number 05794153)** ## **Balance Sheet as at 31 May 2022** |Note
**Fixed Assets**
Intangible assets
13
Fixed assets
14
**Current Assets**
Debtors
15
Cash at bank and in hand
**Creditors**
Amounts falling due within one year
16
**Net Current Assets**
**Creditors**
Amounts falling due after more than one
year
17
**Net Assets**
**Charity Funds**
Unrestricted funds - General
19
Unrestricted funds - Designated
19
Restricted funds - grant and donor funds
19
Restricted funds - other, including the
Sunbeams Centre
19
**Total Funds**|**£**
**9,540**
**578,066**|**2022**
**£**
**779**
**2,253,588**|£
8,006
587,598|2021
£
856
2,302,800| |---|---|---|---|---| |||**2,254,367**||2,303,656| ||**587,606**
**46,491**||595,604
34,297|| |||**541,115**
**-**||561,307
25,000| |||**2,795,482 **||2,839,963| |||**223,009**
**308,805**
**34,564**
**2,229,104**||201,708
260,258
95,607
2,282,390| |||**2,795,482 **||2,839,963| The charity's financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime. The Trustees consider that the charity is entitled to exemption from the requirement to have an audit under the provisions of section 477 of the Companies Act 2006 ("the Act") and members have not required the charity to obtain an audit for the year in question in accordance with section 476 of the Act. The Trustees acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements. The financial statements were approved and authorised for issue by the Trustees on 15 September 2022 and signed on their behalf by: I.O. Akintunde, Chair Dr. A.F.R Wolfe, Treasurer The notes on pages 31 to 43 form part of these financial statements 30 ## **ANNIE MAWSON’S SUNBEAMS MUSIC TRUST** ## **(A company limited by guarantee)** ## **Notes to the Financial Statements for the Year Ended 31 May 2022** ## **1. Accounting Policies** ## **1.1 Basis of preparation of financial statements** 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) (effective 1 January 2019) – (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006. Annie Mawson’s Sunbeams Music Trust 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. ## **1.2 Company status** The charity is a company limited by guarantee. In the event of the charity being wound up, the liability in respect of the guarantee is limited to £1 per member of the charity. ## **1.3 Income** 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 income receivable can be measured reliably. For legacies, entitlement is taken as the earlier of the date on which either: the charity is aware that probate has been granted, the estate has been finalised and notification has been made the executor(s) to the Trust that distribution will be made, or when a distribution is received from the estate. Receipt of a legacy, in whole or in part, is only considered probable when the amount can be measured reliably and the charity has been notified of the executor’s intention to make a distribution. Where legacies have been notified to the charity, or the charity is aware of the granting of probate, and the criteria for income recognition have not been met, then the legacy is treated as a contingent asset and disclosed if material. Grants are included in the Statement of Financial Activities on a receivable basis. The balance of income received for specific purposes but not expended during the period is shown in the relevant funds on the Balance Sheet. Where income is received in advance of entitlement of receipt, its recognition is deferred and included in creditors as deferred income. Where entitlement occurs before income is received, the income is accrued. Donated services or facilities are recognised when the charity has control over the item, any conditions associated with the donated item have been met, the receipt of economic benefit from the use of the charity of the item is probable and that economic benefit can be measured reliably. In accordance with the Charities SORP (FRS 102), the general volunteer time of the Friends is not recognised; please refer to the Trustees’ Report for more information about their contribution. On receipt, donated professional services and donated facilities are recognised on the basis of the value of the gift to the charity which is the amount the charity would have been willing to pay to obtain services or facilities of equivalent economic benefit on the open market; a corresponding amount is then recognised in expenditure in the period of receipt. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation. Income tax recoverable in relation to investment income is recognised at the time the investment income is receivable. 31 Other income is recognised in the period in which it is receivable and to the extent the goods have been provided or on completion of the service. ## **1.4 Expenditure** Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which hare not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use. Fundraising costs are those incurred in seeking voluntary contributions and do not include the costs of disseminating information in support of the charitable activities. Support costs are those costs incurred directly in support of expenditure on the objects of the charity and include project management carried out at the Centre. Governance costs are those incurred in connection with administration of the charity and compliance with constitutional and statutory requirements. Costs of generating funds are costs incurred in attracting voluntary income, and those incurred in trading activities that raise funds. Charitable activities and Governance costs are costs incurred on the charity’s educational operations, including support costs and costs relating to the governance of the charity apportioned to charitable activities. All expenditure is inclusive of irrecoverable VAT. ## **1.5 Intangible fixed assets and amortisation** Intangible fixed assets are capitalised and recognised when future economic benefits are probable and the cost or value of the asset can be measured reliably. Intangible assets are initially recognised at cost and are subsequently measured at cost net of amortisation and any provision for impairment. The charity has registered the trademarks of Music for Life® and Music for Dignity® and is amortising the cost over the estimated useful life of 20 years. ## **1.6 Tangible fixed assets and depreciation** All assets costing more than £200 are capitalised. A review for impairment of a fixed asset is carried out if events or changes in circumstances indicate that the carrying value of any fixed asset may not be recoverable. Shortfalls between the carrying value of fixed assets and their recoverable amounts are recognised as impairments. Impairment losses are recognised in the Statement of Financial Activities Incorporating Income and Expenditure Account. Tangible fixed assets are carried at cost, net of depreciation and any provision for impairment. Depreciation is not charged on freehold land. Depreciation is provided at rates calculated to write off the cost of fixed assets, less their estimated residual value, over their expected useful lives on the following bases: |on the following bases:||| |---|---|---| |Freehold land|-|Land is not depreciated| |Long-term leasehold property|-|The Centre has been depreciated at 2% per annum, straight| |||line, from 1 April 2019.| |Motor vehicles|-|25% reducing balance| |Musical instruments|-|25% reducing balance| |Fixtures and fittings|-|15% and 25% reducing balance| 32 ## **1.7 Interest receivable** Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the Bank. ## **1.8 Debtors** Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due. ## **1.9 Cash at Bank and in hand** Cash at bank and in hand includes cash and highly liquid investments with a maturity of up to 24 months from the date of the opening of the deposit or similar account. ## **1.10 Liabilities and provisions** Liabilities are recognised when there is an obligation at the balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably. Liabilities are recognised at the amount that the charity anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide. Provisions are measured at the best estimate of the amounts required to settle the obligation. Where the effect of the time value of money is material, the provision is based on the present value of those amounts, discounted at the pre-tax discount rate that reflects the risks specific to the liability. The unwinding of the discount is recognised within interest payable and similar charges. ## **1.11 Financial instruments** The charity only has financial assets and financial liabilities of a kind that qualify as basic instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value. ## **1.12 Taxation** The charity is exempt from corporation tax on its charitable activities. ## **1.13 Pensions** The charity operates a defined contribution pension scheme and the pension charge represents the amounts payable by the charity to the fund in respect of the year. ## **1.14 Fund accounting** General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes. These include the Music for Life ® and Music for Dignity ® Fund, which has been classified by the Trustees with effect from 1 June 2019 as a Designated Fund, with its balance to be used solely for the provision of the Charity’s objectives. Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors. 33 ## **1.15 Going Concern** On 11 March 2020 the World Health Organisation declared Covid-19, a strain of coronavirus, a world pandemic. Subsequently the UK Government introduced a series of restrictions on social interactions and non-essential trade, and although the extent of these varied between then and their withdrawal on 24 March 2022, they had a significant effect upon the operations and finances of the charity. This resulted in both reduced income, particularly as a result of the Centre not being available for external hire, and costs, both in terms of reduced trading activity to support the generation of income, and efforts by the Trustees to reduce non-essential costs, while continuing to provide the best possible service to beneficiaries as the circumstances have allowed, as described in the Trustees’ Report. The charity also utilised the Coronavirus Job Retention Scheme put in place by the UK Government. However, additional grant income was secured from several sources to replace the lost trade and fundraising revenue. Since 24 March 2022 however, the charity has largely been able to operate financially in the same manner as it did prior to the pandemic. The charity has net current assets of £541,115 and net assets of £2,795,482 at the year end, following a deficit in the year of £44,481. The charity does not rely on creditors for financial support and has maintained strong cash reserves. The Trustees have prepared cash flow forecasts to show that this cash reserve will be sufficient to allow the charity to continue its service provision for a period of at least 12 months from signing the financial statements. As such, they believe the going concern basis to be appropriate for the year to 31 May 2022. 34 ## **2. Income from Donations, Grants and Legacies** |Donations
Legacies
BBC Children in Need
The National Lottery Community Fund
BBC Next Steps
Sellafield Ltd. Social Impact Fund
Arts Council Culture Recovery Fund
National Lottery Awards 4 All
Cumbria County Council Holiday
Activities and Food Programme
Frieda Scott Charitable Trust
The Cooperative Charity Fund
Cumbria Community Foundation
YMCA Kendal Ltd. Charity
Charities Aid Foundation
D'Oyly Carte
Eden District Council
Total donations, grants and legacies
Total 2021|**Unrestricted Restricted**
**Total**
Total
**funds**
**funds**
**2022**
**2022**
**2022**
2021
**£**
**£**
**£**
£
**45,467**
**-**
**45,467**
30,709
**12,390**
**-**
**12,390**
8,063
**-**
**52,181**
**52,181**
8,057
**-**
**35,000**
**35,000**
70,000
**-**
**28,884**
**28,884**
28,885
**-**
**25,000**
**25,000**
-
**-**
**16,447**
**16,447**
38,378
**-**
**9,800**
**9,800**
-
**-**
**9,669**
**9,669**
-
**-**
**3,236**
**3,236**
-
**-**
**2,139**
**2,139**
-
**-**
**-**
**-**
4,721
**-**
**-**
**-**
10,425
**-**
**-**
**-**
6,000
**-**
**-**
**-**
3,000
**-**
**-**
**-**
2,814| |---|---| ||**57,857 **
**182,356**
**240,213**
211,052| ||38,772
172,280
211,052| ## **Information on Restricted Funds with receipts in 2021-22** BBC Children in Need - a grant towards Sunbeams Music For Life® Programme for children with a wide range of disabilities. The National Lottery Community Fund - a grant towards “Sound Gazing at Sunbeams” - using eye-gaze technology for non-verbal children. BBC Next Steps - this programme supports Sunbeams longer-term service adaptation - to respond to the Covid-19 crisis, to meet the needs of children and young people who have been disproportionately affected by the pandemic, and thus to deliver 144 Virtual Workshops to 40 severely disabled children over 18 months. Sellafield Ltd. Social Impact Fund - a grant towards the Sunbeams Music For Dignity® programme Arts Council Culture Recovery Fund - a grant towards supporting Sunbeams as we transitioned back to a viable and sustainable operating model during April-June 2021. National Lottery Awards 4 All - To install Musical Sculptures/Instruments in the Sunbeams Sensory Garden as well as outdoor benches so that the Young People who have suffered from isolation and being shielded during the pandemic can return to Sunbeams OUTSIDE MUSIC without feeling scared about attending indoor sessions. Cumbria County Council Holiday Activities and Food Programme - To deliver the Sunbeams Music For Life® Programme at our specialist Sunbeams Music Centre for 64 children/young people aged 4 – 21 years with severe disabilities and complex medical needs. To provide Community Music Therapy using Music in fun and exciting ways for therapeutic and educational benefit. Each activity day to include a nutritious and hearty lunch to enable the families to engage in food education and healthy eating agenda. 35 Frieda Scott Charitable Trust - To deliver Music For Dignity® Programme in Kendal Care Homes for people with dementia. The Cooperative Charity Fund - To pay Musicians for recording Sunbeams Repertoire for the Sunbeams You Tube Channel for our severely disabled children and adults to enjoy whilst being shielded. ## **3. Income from Charitable Activities** ||**Unrestricted**|**Restricted**|**Total**|Total| |---|---|---|---|---| ||**funds**|**funds**||| ||**2022**|**2022**|**2022**|2021| ||**£**|**£**|**£**|£| |Music for Life®/ Music for Dignity®|**4,096**|**-**|**4,096**|1,030| |Total 2021|1,030|-|1,030|| |**4. Fundraising Income**||||| |All fundraising income is received by unrestricted funds||||| ||**Total**|Total||| ||**2022**|2021||| ||**£**|£||| |Fundraising|**7,805**|3,008||| |**5. Trading Activities**||||| |All trading activities are in respect of unrestricted funds||||| ||**Total**|Total||| ||**2022**|2021||| ||**£**|£||| |Charity Trading Income|**31,160**|8,103||| |Trading Expenses|**(3,559)**|(398)||| |Net income from trading activities|**27,601 **|7,705||| |**6. Investment Income**||||| |All investment income is received by unrestricted funds||||| ||**Total**|Total||| ||**2022**|2021||| ||**£**|£||| |Bank and building society interest||||| |received|**2,036**|1,312||| 36 ## **7. Direct Costs** |**7. Direct Costs**|| |---|---| |Musicians' Fees
Motor, travel and subsistence
Volunteers' expenses
Staff training and conferences
Advertising
Premises expenses
Wages and salaries
National insurance
Pension cost
Sensory Garden
Cumbria County Council Holidays and
Activities Food Programme
Depreciation
Total
**8. Support Costs**
Advertising
Insurance
Light and heat
Telephone/internet
General office expenses
Premises expenses
Repairs and renewals
Sundry
Computer and IT
Wages and salaries
Depreciation
Governance costs
Amortisation - intangible fixed assets|**2022**
2021
**£**
£
**33,199**
23,860
**6,028**
2,456
**436**
47
**1,390**
-
**187**
-
**2,427**
1,773
**144,393**
139,680
**11,718**
9,708
**6,799**
6,896
**1,164**
1,131
**1,968**
-
**58,723**
57,935| ||**268,432 **
243,486| ||**2022**
2021
**£**
£
**856**
1,850
**6,178**
4,023
**4,418**
4,168
**2,447**
2,449
**1,480**
759
**12,757**
3,322
**3,684**
18,042
**1,123**
545
**1,207**
828
**28,832**
23,134
**2,907**
3,734
**3,298**
4,008
**77**
77| ||**69,264 **
66,939| Governance costs include accountancy, legal, professional and bank charges, and Trustees' expenses. 37 |**9. Analysis of Expenditure by Type**
On raising voluntary income
On fundraising trading
Costs of raising funds
Music for Life®/ Music for Dignity®
Total 2021|**Staff**
**Depreciation**
**Other**
**Total**
Total
**costs**
**and**
**amortisation**
**costs**
**2022**
**2022**
**2022**
**2022**
2021
**£**
**£**
**£**
**£**
£
**-**
**-**
**3,884**
**3,884**
-
**-**
**-**
**3,559**
**3,559**
398| |---|---| ||**7,443**
**7,443**
398
**191,742**
**61,707**
**84,247**
**337,696**310,425| ||**191,742**
**61,707 **
**91,690**
**345,139 **310,823| ||179,418
61,746
69,659
310,823| ## **10. Net income/expenditure** |This is stated after charging:||| |---|---|---| ||**2022**|2021| ||**£**|£| |Depreciation of tangible fixed assets||| |- owned by the charity|**61,630**|61,669| |Amortisation of intangible fixed||| |asset|**77**|77| Trustees' expenses paid were £122 (2021 - £nil). ## **11. Independent Examiner's Remuneration** The Independent Examiner's Remuneration amounts to a fee of £1,895 (2021 - £1,895). ## **12. Staff Costs** Staff costs were as follows: |Wages and Salaries
Social security costs
Pension costs
Average number of persons
employed|**2022**
2021
**£**
£
**170,774**
161,072
**14,169**
11,450
**6,799**
6,896| |---|---| ||**191,742**
179,418| ||**2022**
2021
**6**
6| The key management personnel of the charity comprise the Trustees, including the Chief Executive. No trustees, including the Chief Executive, received any remuneration in respect of their role as trustees in either the current or previous year. 38 The remuneration of the key management personnel in the year (including employer pension contributions and employer national insurance contributions), was £64,864 (2021 - £64,823). No employee received remuneration of £60,000 or more during the year (2021 same). This measure excludes employer national insurance contributions, unlike that in the previous sentence. ## **Important note** The majority of staff time is spent on the direct delivery of the charity's activities including musical activities. It is therefore appropriate to combine Musicians' Fees and approximately 85% of staff costs when comparing costs. ## **13. Intangible fixed assets** ||Trademarks| |---|---| ||£| |Cost|| |At 1 June 2021 and 31 May 2022|1,549| |Amortisation|| |At 1 June 2021|693| |Charge for the year|77| |At 31 May 2022|770| |At 31 May 2022|779| |_At 31 May 2021_|_856_| |The charity has registered the following|| |trademarks:|| |Music for Life®|| |Music for Dignity®|| 39 ## **14. Tangible Fixed Assets** |Cost
At 1 June 2021
Additions
At 31 May 2022
Depreciation
At 1 June 2021
Charge for year
At 31 May 2022
Net book value
At 31 May 2022
At 31 May 2021|Freehold Sunbeams
Musical
Motor
Fixtures
Total
Property
Centre Instruments
Vehicles
and fittings
£
£
£
£
£
£
46,442
2,274,849
22,587
17,190
162,183 2,523,251
-
-
-
12,418
12,418| |---|---| ||46,442
2,274,849
22,587
17,190
174,601 2,535,669| ||-
90,994
18,817
13,111
97,529
220,451
-
45,497
942
1,020
14,171
61,630| ||-
136,491
19,759
14,131
111,700
282,081| ||| ||46,442
2,138,358
2,828
3,059
62,901 2,253,588| ||46,442
2,183,855
3,770
4,079
64,654 2,302,800| Included in freehold property is land held in connection with the Sunbeams Centre. The land is not depreciated. The Sunbeams Centre is held on a 99 year lease. The charity had a capital commitment of £6,890 at 31 May 2022 in respect of new staging. ## **15. Debtors** |Trade debtors
Prepayments|**2022**
2021
**£**
£
**6,157**
125
**3,383**
7,881| |---|---| ||**9,540**
8,006| ## **16. Creditors - amounts falling due within one year** |Trade creditors
Other taxation and social security
Other creditors
Accruals
Deferred income|**2022**
2021
**£**
£
**3,763**
2,284
**3,546**
2,848
**513**
476
**4,834**
3,690
**33,835**
25,000| |---|---| ||**46,491 **
34,297| £25,000 of the deferred income balance at 31 May 2022 relates to the third year of year of a grant from Sellafield Ltd. Social Impact Fund, with the remainder being. receipts relating to the 'Proms' concert event which took place on 23 July 2022, therefore after the financial year end. 40 ## **17. Creditors - amounts falling due after one year** |Deferred income|**2022**
2021
**£**
£
**-**
25,000| |---|---| ||**-**
25,000| The deferred income balance at 31 May 2021 related to the third year of a grant from Sellafield Ltd. Social Impact Fund. ## **18. Pension commitments** The charity operates two defined contribution pension schemes. The assets of the schemes are held separately from those of the charity in an independently administered fund. The pension cost charge represents contributions payable by the charity of £6,799 (2021 - £6,896). £513 was payable to the funds at 31 May 2022 and is included within other creditors in note 16. ## **19. Statement of Funds** ## **Statement of Funds - Current Year** |**Unrestricted funds**
General funds
Tangible fixed assets
Non-designated unrestricted funds
Designated funds - Music for Life ®
Total unrestricted funds
**Restricted funds**
Grant and donor funds
Tangible fixed assets
Intangible fixed assets
Sunbeams Music Centre
Total restricted funds
**Total funds**|Balance at
Income Expenditure
Balance at
31 May
2021
31 May
2022
£
£
£
£
180,442
32,778
(15,474)
197,746
21,266
-
3,997
25,263| |---|---| ||201,708
32,778
(11,477)
223,009
260,258
85,524
(36,977)
308,805| ||461,966
118,302
(48,454)
531,814| ||95,607
182,356
(243,399)
34,564
97,679
-
(7,712)
89,967
856
-
(77)
779
2,183,855
-
(45,497)
2,138,358| ||2,377,997
182,356
(296,685)
2,263,668| ||| ||2,839,963
300,658
(345,139)
2,795,482| With respect to tangible fixed assets within unrestricted funds, the expenditure of £3,997 includes a transfer value of assets capitalised in the year of £12,418 as well as depreciation charged on unrestricted assets. 41 ## **Statement of Funds - Prior Year** |**Unrestricted funds**
General funds
Tangible fixed assets
Non-designated unrestricted funds
Designated funds - Music for Life ®
Total unrestricted funds
**Restricted funds**
Grant and donor funds
Tangible fixed assets
Intangible fixed assets
Sunbeams Music Centre
Total restricted funds
**Total funds**|Balance at
Income
Transfer Expenditure
Balance at
31 May
2020
31 May
2021
£
£
£
£
£
171,973
69,517
14,507
(75,555)
180,442
22,281
-
-
(1,015)
21,266| |---|---| ||194,254
69,517
14,507
(76,570)
201,708
228,556
52,045
(4,524)
(15,819)
260,258| ||422,810
121,562
9,983
(92,389)
461,966| ||97,087
172,280
(9,983)
(163,777)
95,607
106,762
-
-
(9,083)
97,679
933
-
-
(77)
856
2,229,352
-
-
(45,497)
2,183,855| ||2,434,134
172,280
(9,983)
(218,434)
2,377,997| ||| ||2,856,944
293,842
-
(310,823)
2,839,963| ## **20. Analysis of Net Assets between Funds** |Current assets
Creditors, accruals and deferred income
Tangible fixed assets, including
the Sunbeams Music Centre
Intangible fixed assets
Current assets
Creditors due within one year
Tangible fixed assets, including
the Sunbeams Music Centre
Intangible fixed assets|Unrestricted
Restricted
Total
funds
funds
funds
2022
2022
2022
£
£
£
557,876
59,564
617,440
(51,325)
(25,000)
(76,325)
25,263
2,228,325
2,253,588
-
779
779| |---|---| ||531,814
2,263,668
2,795,482| ||Unrestricted
Restricted
Total
funds
funds
funds
2021
2021
2021
£
£
£
478,687
145,607
624,294
(37,987)
(50,000)
(87,987)
21,266
2,281,534
2,302,800
-
856
856| ||461,966
2,377,997
2,839,963| 42 ## **21. Restricted Funds Balances** |General Restricted Fund - including the
Centre, Stoller House
BBC Children in Need
Frieda Scott Charitable Trust
Sellafield Ltd. Social Impact Fund
YMCA Kendal Ltd. Charity
National Lottery Awards 4 All
The Cooperative Charitable Fund
Eden District Council
BBC Next Steps
National Lottery Community Fund
Cumbria Community Foundation
D'Oyly Carte
Arts Council Culture Recovery Fund
Total|**2022**
2021
**£**
£
**2,229,104**
2,282,390
**(6,816)**
(1,663)
**2,655**
1,844
**21,467**
24,164
**7,232**
10,863
**7,412**
-
**2,139**
-
**475**
2,244
**-**
9,503
**-**
30,458
**-**
3,888
**-**
3,000
**-**
11,306| |---|---| ||**2,263,668**
2,377,997| The BBC Children in Need Fund received further funding on 5 July 2022. 43 Annie Mawson's Isui beams i/..,, 199Z-2021 11 Annlevth HRH Countessofwessex whoofficially0peT￿CIourmus1CceNt 44