2024-05-31-accounts

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ANNIE MAWSON’S SUNBEAMS MUSIC TRUST

(A company limited by guarantee)

UNAUDITED

TRUSTEES’ REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MAY 2024

MICHAEL & ANNIE, FOUNDERS OF SUNBEAMS, CELEBRATING ITS 32[nd] ANNIVERSARY.

1992-2024

Registered number: 05794153

Charity number: 1117159

ANNIE MAWSON’S SUNBEAMS MUSIC TRUST

(A company limited by guarantee)

	Page
Reference and administrative details of the charity,
its trustees and advisers	3
Trustees’ report	4-12
Annual Report by Chief Executive, Annie Mawson MBE	13-26
Message from the Treasurer, Linda Addison	27
Message from Chair, Dr Ife Akintunde	28
Statement of Trustees’ Responsibilities	29
Independent examiner’s report	30
Statement of financial activities	31
Balance sheet	32
Notes to the financial statements	33-45

INll

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 2024

Trustees and Directors

Dr I. O. Akintunde, Chair Mrs L.C. Addison, Treasurer Mrs I. Henderson Mrs R. C. Seager Mrs K. Addison Mrs E.A Mawson Mr M.J Lawson-Johnson Dr A. F. R. Wolfe (retired, having been Treasurer, 13 October 2023)

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

Saint and Co Chartered Accountants, Wavell Drive, Rosehill Industrial Estate, Carlisle, CA1 2SA

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 Lara Rostron Julia Linnette Larry Sullivan

ANNIE MAWSON’S SUNBEAMS MUSIC TRUST

(A company limited by guarantee)

Trustees’ Report for the Year Ended 31 May 2024

The Trustees present their Annual Report together with the financial statements for the year ended 31 May 2024. 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.

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 exclusion, deprivation, ill-health and inequality, through the transformative power of our Community Music Therapy.

In fulfilling our Mission, 8 specialist Musicians deliver live inter-active music sessions to 2,400+ disadvantaged individuals every month, many of them weekly. We aim to improve the emotional and mental health and self-esteem of our beneficiaries through the creative freedom of music, in our unique Music For Life® and Music For Dignity® programmes. Most sessions in the 49 projects are free of charge to groups of up to 30 children or adults with disabilities in:-

a) Venues throughout Cumbria

b) Our bespoke award-winning Sunbeams Music Centre c) 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; emotional and behavioural disturbance; complex medical needs.

ACTIVITIES FOR ACHIEVING OUR OBJECTIVES include :

1. SUNBEAMS MUSIC FOR LIFE® PROGRAMME including Family Learning in the holidays - 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 delivered to frail 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. For vulnerable adults who find verbal communication an inadequate form of self-expression, Music For Dignity® offers a safe, secure space for the release of feelings. The response from people with dementia can be direct and immediate, but nevertheless is very real and does overspill into general feelings of well-being for that day.

Our comprehensive monitoring and evaluation procedures serve to demonstrate the changes and lasting impact of Music For Dignity ® - which we hope will lead to spreading the learning and best practice throughout England. We would be proud to replicate "Music For Dignity ® " in other venues, to enable older people to find new ways to cope, manage life-changing events and continue to remain part of their communities.

Dear Annie Mawson,

I brought my dad who has Alzheimer’s to your "Music for Dignity” session last Wednesday and wanted to write to you to express my sincere thanks and gratitude for this amazing opportunity that you are providing. It was a truly Magical experience to see my dad smiling, singing and dancing - having the time of his life. He loved every minute and for me it was like seeing the man he used to be back again. The confidence and joy it brought him has done wonders for his mental health. He knew all the words to the songs and loved having a little dance, it really made him feel good about himself. He enjoyed telling my mum and other extended family members all about the session and he can’t wait to come again. You have given my dad a new zest for life that has transferred to other aspects of his life. He has regained his enthusiasm for his allotment. I cannot thank you enough for running these sessions, since Covid it has been very difficult to get my parents to go out and about to engage in social activities and meet new people. The impact of my dad attending “Music for Dignity” is far reaching and I just wanted you and your team to know the value of your work. Yours sincerely, Sharon Sanderson 13[th] February 2024

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.

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.

Sadly, due to Covid-19, the Troupe are so vulnerable and frail that throughout this Reporting Year, from June 1[st] 2023 to May 31[st] 2024, they have still all been sheltered because of their complex needs and frailty. They receive weekly music sessions via Zoom which they enjoy, but we envisage it will be a long time before they will be able to perform in public again – if ever.

4. SENSORY GARDEN

A major feature of our work which was so important throughout the pandemic has continued to be 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. We continue to be grateful to the Trustees of the Cumbria Waste Management Environmental Trust (CWMET) for funding this exceptional garden and eco playground for wheel-chair dancing 5 years ago. And special thanks still to the National Lottery Awards for All whose funding for the 2 more amazing instruments continue to bring so much fun to our beneficiaries.

Special thanks also to the Highways England team for spending their Volunteer time weeding our 8 raised beds and varnishing the outdoor benches and seats!

We have provided a facility which is calming, and palliative not only for children with life-limiting conditions, (thus fulfilling the requests from the families.) but also for the elderly who LOVE to play these fantastic instruments and arrive for their Music Sessions early just so they can play them all!

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 £2.7 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. Sunbeams Music Centre marked a significant milestone in an extraordinary journey for Annie Mawson’s Sunbeams Music Trust as well as MawsonKerr Architects.

It is important for this to still be high-lighted in this year’s Report, as all visitors and potential funders enquire about the amazing journey from sitting-room and 20 beneficiaries in 1992 to a university thesis by Will Mawson in 2005 to this iconic and stunning Sunbeams Music Centre and 2,400+ beneficiaries in 2024.

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.

Funding 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 is a special room kitted out with all types of drums – a huge attraction for our beneficiaries – young and old alike.

It was a massive achievement raising £2.7 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 30 organisations which now hire the Meeting Room, income which helps to pay for our Music Workshops. See Section 7: New Awards in Chief Executive’s Report.

Our dream came 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.

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.” And Will won the Architect of the Year 2017 For Structural Wood.

MAWSONKERR Architecture & Sustainability continue to win awards in 2024, 8 years since the Centre was opened! 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 Shortlisted Northern Best Public Service building Shortlisted Northern Best Educational Building Shortlisted Northern Best Inclusive Building Northern Winner and National Finalist of 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 Winner International Green Apple Award for Beautiful Buildings 2024. Winner of Hadrian’s Award 2024

Trying to be completely inclusive without appearing institutional was an important design driver . Do see our website for the plans, photographs and how Sunbeams Music |Centre contributes to “Low Carbon Transition in Cumbria.”

“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

5. CHANGING DYNAMICS WITH ONLINE DELIVERY WITH ZOOM

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 since then would be to disregard the learning and the growth that comes from such adversity. As for our marginalised groups – their emotional needs had still to 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…..Sanitise”

Who would have thought these words would still be uttered with such heavy hearts 36 months later, and are still pertinent today, very sadly at the time of writing this Report for June 2003May 2024.

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 180 beneficiaries every fortnight! 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. 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 Online project has reminded the beneficiaries that we are still here, and will be here for them. 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. And indeed – right into 2024. 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 were all received with such excitement but we now face the prospect of increasing competition when applying for more funds.

We are SO grateful to the National Lottery Community Fund – Reaching Communities for their understanding and for funding our Digital Sunbeams this year which benefits over 180 Young Adults with severe learning disabilities every week. From Millom to Carlisle, Alston to Walney.

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”.

In summary, the Zoom sessions are still 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:

Improve their desperate situation by alleviating their loneliness when they see and hear the familiar Sunbeams Musicians.
Alleviate their marginalisation caused by their disability
Improve their self-esteem and well-being, reminding them to keep singing
Help them cope and improve their mental and emotional health
Relieve their profound feelings of isolation and social exclusion
Relieve their distress, giving them much-needed fun and escapism
Maintain communication with informal partnership organisations so THEY know they are not alone.

7. FUNDRAISING

On behalf of all our beneficiaries who are unable to speak for themselves, thank you to everyone for supporting us throughout the year. We could not continue our valuable Community 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 now received 4 amazing Pianos, 5 harps, numerous guitars, violins, drums and bass instruments which our beneficiaries love to play in Lily and Oli’s rooms. We always welcome bequests, and still look forward to receiving our first Stradivarius!

We continue to strive towards keeping Sunbeams viable and as self-sustainable as possible – but impossible without the grants from our wonderful Funders who so believe in us.

Please see Financial Reports.

“Nervous? Nervous? Why should I be nervous? I’m a professional!” When Annie Spragg took the concert hall by storm! SEE OUR FACEBOOK: @SunbeamsMusic

OUR X (TWITTER): @sunbeams_music

OUR WEBSITE: www.sunbeamsmusic.org

Our Chief Executive Annie makes no apologies for including her friend Annie in this year’s Trustees Report – again! She has known this brave woman since she was a baby in an Assessment Unit 42 years ago. She is an inspiration to all who meet her, including many of the world-class musicians who now know her. They marvel at her passion for music and zest for life. Real “Music For Life®”.

Annie and Michael, the Founders of Sunbeams in 1992, would like to extend their gratitude to the motivated and passionate staff, musicians and volunteers and thank the diverse Board for their continued engagement and support.

All driven to “Reach the Unreachables” through the power of music to heal.

SUNBEAMS MUSIC CENTRE

Investment Policy and Objectives

The Trustees operate in line with the Board-approved Investment Policy, having regard to the guidance provided by the Charity Commission, “Investing Charity Money; a guide for Trustees”.

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 7 Trustees
• Comprises multi-disciplined team with strong representation of people we help and led by a Solicitor
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

The Board has approved a Reserves Policy, which states that the minimum level of unrestricted reserves should equate to six months of projected operating costs.

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).

Directors

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 quarterly. 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.

Retirement of Treasurer, Tony Wolfe, BSc (Hons) MSc Phd, Treasurer 2006-23

People who run a medium sized Charity will appreciate that losing a Board Member is always sad. I refer to Dr Tony Wolfe who offered his resignation some two years ago! Finally on September 11[th] 2023 he insisted he needed time for himself and his family. We gave in and accepted his resignation at the AGM on October 13[th] 2023.

And as they say “that is a very sad that! “

Tony was on the Board as Treasurer for almost 18 years. As an ex-employee of the Council when he was Local Government Leadership Support Officer, he always had “his finger on the ball” and would send us the “Grauniad ground-breaking initiatives” – often with his ‘tongue in cheek!’

He was our Safeguarding Lead; he supported our events and concert; served scones at our Music For Dignity®Sessions – and was even a key holder for the Alarm system – a really thankless task at 3 o’clock in the morning!

He was ever loyal and supportive and understood how Sunbeams work was

“increasingly essential as its services grew exponentially in supporting disadvantaged people.”

We have received advice and wisdom in quantity and he has our eternal thanks.

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
National Council for Voluntary Organisations (NCVO)
4Eden
Cumbria Music Education Hub.

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.

ANNUAL REPORT BY ANNIE MAWSON MBE CHIEF EXECUTIVE

“TO EVERYTHING, TURN, TURN, TURN. THERE IS A SEASON, TURN TURN TURN - AND A TIME FOR EVERY PURPOSE UNDER HEAVEN.”

In 1992 I wrote –

“At Sunbeams we have evidence to prove that music has the power to unlock the strongest of defence mechanisms, and help people of all ages realise their full potential. If children are prepared to sing and expose their vulnerability to others, then we should listen with respect and take them seriously. I believe Music is a powerful tool for a person’s general development and self-transformation. It can open up channels of communication without the barriers of language. There is Music inside us all - it just requires the right key to unlock it, and thus provide a therapy for personal conflict.”

Even more pertinent today in 2024, as I share our news with you all. In a nutshell we have built on the promise of last year’s report - what a busy and dynamic year we have had.

Increased delivery to 2,489 beneficiaries of all ages in 49 projects every month….. Presentations by Chief Executive and our Chairman …. Legacies….Funerals….Increase in Volunteers….Genesis Ball….New Funders…. “At Home” with Sir James Cropper…. Garden Parties with new Lord Lieutenant and High Sheriff, Alex and Sam Scott....New Corporates….Pod casts e.g Helen Skelton…. Exciting Concert Programme....Visits by WIs, U3A, Rotary Clubs….Community Fund Raising e.g. Henry’s Garden Party at Sockbridge…. Daffodil Project....Sale of Sunbeams Site One….New Awards for Sunbeams Centre…. Mentoring young students….Training of Musicians….Annie’s Fellowship of Uni of Cumbria….Nurturing Relationships with Highways and Westmorland & Furness.

All are equally important but I must elaborate on the following:

1. Legacies

I am reminded of those cold wet dark November evenings in the ‘90’s, reluctantly driving 200 mile return trips to give recitals – but to now realise the impact of our work had really registered with several people who have since left legacies to Sunbeams. There is also the wonderful lady who has left us 1/3 of her house value because her cleaner had a daughter with profound needs and who attended Sunbeams workshops in Tirril Village Hall in 1993!

2. Funerals

I attended several funerals of well-loved beneficiaries including our unique Jill Mant who was an amazing member of our Sunbeams Concert Troupe. We all have very fond memories of Jill’s inimitable singing of her favourite songs – ‘Summer Holiday’ and ‘Kumbaya’, which some of her Troupe sang at her funeral. She inspired us all with her sense of fun and wicked enthusiasm and will be so missed by everyone.

Another sad funeral was for our dear friend and wonderful Sunbeams musician, David Foley whose untimely death shocked us all.

I make no apologies for including the valediction I gave at David’s funeral last September, in the hope that many more people will read it and understand how much David meant to us all at Sunbeams.

In 1715, Johanne Sebastian Bach said -“ Music washes away from the soul the dust of everyday life.”

David, aw David - this is what you and your music did every time you bounded into Sunbeams. - with such joy and energy and enthusiasm and raring to go!

How will we ever forget your generous spirit, your zest for life and new musical adventures, your wonderful stories of life in California (not Chicago!!) your great love for Minette and all your family .

What an extraordinary man. And what a superb musician.

At Sunbeams our priority is always for the beneficiaries to whom we are delivering our Music For Life® to babies, children young adults with severe disabilities or Music For Dignity® for people with dementia.

Will was on my left side on piano and vocals: David on my right with his guitar

But every song – David would enhance every song with ethereal harmonies. I don’t think he even knew he was singing them…… Will and I would look at each other. HOW BEAUTIFUL is that. And I would thank David at the end and I don’t think he knew why I was thanking him.

And his amazing guitar riffs! Will and I just shook our heads.

I looked at David each time and said WOW!

And again he was so modest, it was almost second nature

How we shall miss him – a line-up of musicians is very very special – and there is now a HUGE gap which we will never fill.

And who is going to be our Father Christmas?

I would like to finish with an anecdote directly from a typical Sunbeams session - the only Summer Session David didn’t attend as he was on holiday

A young girl with downs syndrome and autism, rarely, if ever, spoke spontaneously. Ran into the hall, looked for David and asked

“Where is David? Where are you? Annie, where is David? Where is he?”

Her mother’s reaction was to cry with joy to hear her young daughter speak so impulsively, And she took David’s place for the whole session singing and dancing waiting for him to come the next time.

What an impact on this young girl which brought her mother such incredible joy to hear her young daughter speak with such love and openness and spontaneity.

A song comes to mind from those sessions – George Ezra. “Green green grass Blue blue sky You better throw a party on the day that I die”

So all come to Upfront Gallery for a party for David.

We all experienced this impact from this extraordinary man – I know we are not supposed to mourn, to grieve, to cry but not a day goes by when we don’t do this at Sunbeams – because damn it David, we miss you. We miss your gregarious spirit, your technical riffs, your ethereal harmonies, your superb musicianship so freely given – but most of all your beautiful nature, your generosity of spirit. You touched the lives of everyone you met – look at everyone here today – and it was you who ….

“washed away from our souls, the dust of everyday life.”

THANKYOU DAVID.

3. Genesis Partnership

GENESIS HOMES made us their Charity of the Year 2023. They write:

“We are extremely honoured to announce that we have raised an incredible amount for our 2023 Charity of the Year, over £42,000 – what an astonishing amount to support such an incredible cause. We have loved every moment of raising funds and spending time with Annie Mawson’s Sunbeams Music Trust – Sunbeams, and are delighted to be able to donate such a significant amount. Please give their Facebook page a follow and if you’re considering fundraising, they are the most wonderful charity doing the most wonderful work.”

We write:

Their fundraising year ended with an amazing GENESIS HOMES CHARITY BALL 2023: A fabulous evening – held at the Low Wood Bay Resort & Spa, courtesy of Simon Berry. The West End to Broadway Charity Ball raised over £40,000 with all funds going to Sunbeams. We are so very grateful to each and every person involved in the Ball…arranging, helping, performing, hosting, serving, supporting, donating… whatever your role, THANK YOU! Thank you for such kindness and generosity of all the Auction and Raffle Donors, VIP Tables and everyone who attended and supported the work of the Charity. Thank you to Low Wood Bay Resort & Spa, Involved Events and Explosive Productions Ltd.

Thank you so much to Adam, Laura and all the Soul Survivors Band.

Thank you so much to our wonderful friends at Genesis Homes!! They have gone above and beyond over their year of supporting Sunbeams and helped to make a difference to the lives of so many disabled people of all ages, across the County of Cumbria.

4. Musician Training: April 2024.

i. Bad and Good Practices .

I demonstrated which interventions are effective and which are not, for both Project Delivery and Office Administration. Particular points covered:

Musical interactions and interventions are to be focussed on the therapeutic process and not ‘entertainment’ based.
Musicians to follow and be led by the beneficiaries in the process.
Structure to the opening and closing of the sessions in the use of the ‘hello’ and ‘goodbye’ song and the therapeutic value of this. Discussions arose regarding the difference of groups, needs and ages.
In respect of Zoom and delays, let the beneficiaries follow you.
Evaluations, purpose of and guidance on these. Aims and Outcomes.
For Sunbeams to be sustainable, a minimum of £360k has to be raised per annum.
Safeguarding, Social Media, Sharing, GDPR compliance, Encryption on all devices.

ii.Strategy & Inclusion

I built up a visual diagram to illustrate the ethos behind Sunbeams and then expounded on each of the following components:

Ethos & Mission of Sunbeams, Effective Leadership, Management, Budget, Fundraising and Policies & Procedures.
Honesty, Accountability, Learning – willingness to learn and Communication.
Collaboration-share capacity and knowledge, Ask Questions.
Understanding without judgement, be caring, be kind.
Adaptability, Compassion, Empathy, Professionalism and Patience.

iii.Repertoire

Build-up of Repertoire, followed by a great jam session!
Discussion regarding a Celebration Party Day on 2[nd] June 2024 at Sunbeams in Memory of David Foley, former Sunbeams Volunteer Musician.

5. Concerts

Our year started with a tremendous PROMS Concert when rain fell throughout the whole of Cumbria - apart from the Sunbeams field! Sunbeams’ 31st anniversary was celebrated with a Summer Proms on July 23rd. Led by artistic director and Sunbeams Musical Patron, Justin Pearson, world class soloists from the National Symphony Orchestra, performed popular classics and Proms favourites in a marquee at Sunbeams – just as they did at their four-day residency for the late Queen at Windsor Castle in 2022. The standard was as ever sublime – and sometimes riotous and Justin’s enthusiastic empathy with the 300+ audience was at its zenith. Annette Wardell, the “Dinky Diva” was tremendous and brought the house (or the marquee roof!) down with her beautiful soaring voice, from Bizet’s – Habanera from Carmen to poignant Sartori’s “Time To Say Goodbye

There comes a time in the careers of Sunbeams Staff, Directors and Trustees, when frankly psychiatric help should really be sought. Who amongst us all thought that hosting an outside Proms Concert in Cumbria - was ever a good idea? An irresistible joint madness descended over us all.

As if our joint madness was not enough, we managed to inveigle the soloists and the leader of the National Symphony Orchestra Justin Pearson into acquiescing, or should I say, buying into the concept of a Proms Concert. Plans were made and printing of a programme brought reality to the actuality.

As a nod to the possibility of rain, a covered stage, marquee and gazebos were erected by an army of volunteers and a paying audience was found!

Yes, it rained a deluge only found in Cumbria – everywhere except Sunbeams! Music, Musical jokes, Jokes, Music and stunning Arias by the Dinky Diva – Annette Wardell. Justin with his iron fist in a fur glove style - produced a performance reminiscent of a summer’s day without a hint of rain!

It is not for me to say, but, the event was an outrageous success, at least that’s what 350 people said?

Michael Lawson-Johnson. MRSM.

Director

Comments included:

“Yesterday’s concert was one of the most uplifting occasions I have ever had the privilege to attend.”

“Thank you all at Sunbeams for a fabulous concert. It was the best night out ever! We sang all the way home!”

“Just a line to say what a very special evening it was yesterday. The atmosphere was all so easy and friendly right from the first note!”

“Some people said it was on their bucket list to “Go to the PROMS” and now they have done it and cannot believe it.”

We were then thrilled to receive a Grant of £5000 from the Hadfield Trust which covered the fees of local and International Artistes to provide Music Workshops in the

holidays and Professional Concerts to enhance the Social Needs of our Sunbeams beneficiaries, both young or elderly.

Other Funders often seem to be reluctant to fund events and concerts. We were thrilled that the Hadfield Trust understood our reasons and that their grant would mean we could deliver an exciting Concert programme for which Sunbeams is now renowned, and which therefore raises money from which we can deliver our Music For Dignity® music workshops to even more elderly people. We have since started another fortnightly session for people with dementia in our Music For Dignity® programme. This grant had a wonderful impact on our work.

The professional concerts were all fun, creative, stimulating and exciting! They had a real impact on all the attendees – and indeed as word spread, our audiences increased – including very disabled people. In total over 930 people attended 7 concerts – including new faces to Sunbeams, which was really pleasing. They truly enhanced the social needs of our Sunbeams beneficiaries, whether young or elderly, by:

i.Alleviating their loneliness and social isolation

ii.Improving their personal development

iii.Increasing confidence, self-esteem and quality of life.

iv.Improving their physical, emotional and mental well-being

v.Increasing wellbeing and coordination especially for those with limited mobility

Our exciting Musical programme with artistes of such calibre really did encourage many of our beneficiaries to return safely to Sunbeams whether outside in a marquee with the outside stage around the Sunbeams Sensory Garden and Orchard, or inside the wonderful Sunbeams Concert Hall for the workshops and concerts if inclement weather. The eclectic programme we were able to deliver because of the Hadfield Trust Grant meant that it encouraged people of all ages to attend. The London Youth Brass Band were especially exciting for inter-generational collaboration between the Sunbeams children, our elderly beneficiaries with dementia, and the 40 youngsters in the Band! Equally the grant paid for the incredible band who played at the Genesis Ball in November and which attracted guests who had never supported Sunbeams before (see no.3:GENESIS)

6. Funders

In fulfilling our Mission, every month, 8 specialist Graduate Musicians help 2,400+ disabled beneficiaries in 49 Projects improve their quality of life, their emotional and mental health and self-esteem through the creative freedom of live music, in our unique Music For Life® and Music For Dignity® programmes. Delivery is free of charge where possible, to groups of children with complex medical needs, adults with disabilities, and elderly people with advanced dementia, throughout Cumbria.

Our Childrens’ Projects involve 3 dedicated,well-qualified Sunbeams Musicians (PostGraduates in Music Therapy, Community Music, Social Care, Counselling) delivering our Sunbeams Music For Life® programme to over 50 children, many with complex medical needs, every month, some weekly in Sunbeams Music Centre in Eden and in Sandgate School Kendal Outreach project for children from South Lakes.

All the children suffer from varying disabilities, including physical and learning disabilities; mental health issues; even Niemann Pick disease (Childhood Alzheimer’s); autistic spectrum disorder; Down's syndrome; emotional and behavioural disturbance; complex medical needs and rare syndromes such as Cri du Chat, Ehlers Syndrome and Muscular Leuko Dystrophy (MLD).

At Sunbeams, we really do not see the disability – rather the ability.

“I used to think children like that should be locked away” – overheard by a heartbroken mother

This is what spurs us on

This is why we were thrilled to receive the donation from the Cumbria Music Hub which we have used for delivery of our Music For Life® programme to severely disabled children, aged 6 months – 18 years. Their donation was a real saviour for this project.

The grant was used for Workshop Delivery - sessional musician fees and travel expenses, support, supervision, mentoring and training from CEO and Centre Costs. The musicians are empathetic to the childrens’ needs and delivered:-

-Warm-up songs to help their atrophic limbs

-Animal songs e.g. King of the Swingers to improve their language

-Rock songs to encourage the children to try and become mobile

-Pop songs for the children to try and singalong

-Relaxing beautiful harp music enabling the children to relax -Build-up to group singing of exacting songs which were quite an adventure and difficult, but taught the children to listen.

Testimonies from the parents include the following:

"Sunbeams to me is family. Without it, we would have no-one, we would have nothing”

"Annie and the Sunbeams Team... thank you from the bottom of our hearts for all you do. You can bring a smile when all around seems hopeless”.

"Sunbeams is the only activity/group we attend."

"Without Sunbeams, we would be completely isolated”.

“There is very little access to anything in South Cumbria for children and young people that is fully inclusive and accessible to all but Sunbeams do it, and they do it so well. This space is just not big enough to explain what Sunbeams means to us."

We learnt that we must never under-estimate the children but endeavour to build up their feelings of ownership through their beneficiary-led journey.e.g.8yr old XXXXX with Downs scolding me.

“Now think on Annie! You need to practice the MACARENA ”.

She could lead a session! As long as everyone did as they were told!

We believe totally in putting our disabled community first. We listen to the phone calls from parents and carers, their emails, their anguished cries for help. They trust us; they know we listen; they believe in us and know we will always put their beloved family members first. For 32 years we have connected with this diverse, vulnerable community – and our Sunbeams Projects show how we have listened to what our beneficiaries need and want.

“For anyone who wants to know why Sunbeams is so special, I encourage you to join a session, to feel the power of the music and the skill with which the musicians make the songs accessible for all. As well as the benefit for the children and young people, Sunbeams also brings families

together, reducing the isolation that is so well documented amongst families with children with learning disabilities. We have friendships we would not have had if were not for Sunbeams.”

We are also pleased we can continue our work throughout 2024 with marginalised adults with the donation from the Leo Lion Foundation. Thanks to everyone at Leo Lion – and especially to Larry for continuing to believe in us. We are pleased to announce that Larry Sullivan has now agreed to be a new Patron of Sunbeams. We are thrilled.

7. AWARDS

This section allows me opportunity to give a different perspective on our beautiful Sunbeams Music Centre as we were over-joyed to win 2 awards, 7 years after its completion!

i. The Hadrian Award from the Northern Architectural Association which advocates high quality of architectural projects which “have stood the test of time”
ii. International Green Apple Environment Awards for Beautiful Buildings. The latter was celebrated in South America – sadly our budget wouldn’t stretch to attending the ceremony to collect the Award!
a) Hadrian Award asked several questions – here are the précised answers:

Why it is an enjoyable place?

The architecture is considered, creating a human environment, essential to the progress of people with severe developmental needs, including physical/learning disabilities/mental health issues/Alzheimer’s/Dementia/autism/complex medical needs.

e.g.86yr old gentleman who enjoys our weekly Music For Dignity®sessions:

“I don’t know my own name, but I love this building. It’s my favourite place. I wish I could come every day”.

The beautiful building inspires fun, enjoyment, creativity in a stimulating non-judgmental atmosphere.

“Sunbeams Centre is where my child shines and nobody stares at her.”

How the design responds to user need

Accessibility for our clients, acoustics seamlessly benefiting within an atmosphere of peace and respect.
RIBA wrote:

“An unusual partnership between client and architect has resulted in an exceptional environment for health and wellbeing in rural Cumbria………..An ambitious design executed with great craftsmanship combines with a touch of homeliness to create a very welcoming environment.”

The building reaches a crescendo, like a piece of music, worthy of our wonderful beneficiaries. From the outset, this was no ordinary project, the architect seeking to design a building that was completely inclusive without appearing institutional.

The project in use

Pre–planning is never wasted: the slightest tweak pays long-term dividends e.g.hoist/adult changer. Our purpose-built building provokes interest, encouraging creativity. The finest accolade ? People don’t want to leave. The non-vocal vote with their feet, and wouldn’t return if they didn’t feel happy.

Project Use includes:

●Glassical Hall (named after Patron,Composer Philip Glass) for delivery of Music For Dignity ® and Music For Life® Programmes to 29,868 beneficiary visits pa.(Year ended May2024) plus concerts/presentations

●Meeting Room: Hiring by 29 regular corporates provides free Community Music Therapy in Lily and Oli’s Rooms.

●Recording-Studio for National Artistes…another income source towards sustainability.

●5 toilets with collages representing Challenge-24 who raised £70k towards……Tom’s Room who died from dementia age 23yrs -favourite drumming room

●Sensory room for 1-1 profoundly disabled beneficiaries, named after Yasmin with Childhood Alzheimer’s.

●Outside-Canopy area, invaluable after lockdown.

b) International Green Apple Environmental Award for Beautiful Buildings

The Green Organisation is dedicated to recognising, rewarding and promoting environmental best practice around the world. We were thrilled to be acknowledged and thus become a Green World Ambassador by having our winning paper published in The Green Book, the world’s only

annual work of reference on environmental best practice. Thankyou Will - MawsonKerr Sustainable Architecture are true “Architects with Soul”

This was recognised by HRH, Sophie, the former Countess of Wessex who officially opened the Centre in 2018. She said ….“What a joy to be able to come to such a beautiful place and create beautiful music in such beautiful surroundings. It is a joy to come here. I don’t think I have had so much fun in an afternoon for a long time”.

8. Fellowship

In November 2023, I received the following exciting news:

Annie Mawson MBE MRSM BA (Hons) has been awarded an Honorary Fellowship from the University of Cumbria in recognition of her lifelong and outstanding contribution to community music therapy in Cumbria.

The ceremony took place at Carlisle Cathedral. I was accompanied by Michael, brother Mike, nephew William and niece Rebecca.

I was thrilled that the Chancellor who confers the honour is an old friend with whom I played the harp and sang at services in Essex when he was Bishop of Chelmsford, Stephen, the Archbishop of York, so he had a great surprise!

Annie with the Uni.of Cumbria Chancellor, the Most Rev’d and Rt Hon. Stephen Cottrell, and Vice-Chancellor, Prof Julie Mennell

My Honorary Fellow Response Tuesday 21 November 2023 | 10.00am

Chair of Board, Chancellor, Vice-Chancellor, University Staff, Distinguished Guests, Graduates, Families, Friends, and Supporters, thank you so much for those kind words and indeed for this wonderful honour.

I am so grateful, not just for this invitation to be an Honorary Fellow, but to have the opportunity to share my vision which has always been to help disadvantaged and disabled people SHINE through music, through the creative freedom of music.

Labelled “too outrageous and eccentric to ever be employed again for delivering Music Therapy, I developed my mantra - “I’ll show them, I’ll blooming well show them!”

These setbacks SPUR you on – and look where Sunbeams is today .

But it was from 1971, when I graduated, that I want to share inspiring words from my wonderful Professor at Newcastle University – Professor Conzen, a gentle Gentleman, who told me I was like the granddaughter he had never had, and that I had been a little Sunbeam in the department.

“Never let people take advantage of your sunshine” Professor Conzen said. “You have brought the greatest gift to university by sharing your music, your true self. Go out into the world and share it with everyone else. And surround yourself with BEAUTIFUL people, GOOD people, with integrity, emotional intelligence and who say to themselves when in discussion with anyone, especially if a rather heated one – “Is it true, is it kind, is it necessary?”

My true INSPIRATION has been from my family, a strong god-fearing family, an extended family on the farm: Mam and Dad, Eleanor and Isaac, Dad’s brother and sister, Uncle Jack and Auntie Annie - whom everyone called Nana. Nana wrote in everyone’s autograph book “To thine own self be true!” Shakespeare’s Hamlet, meaning, “Be true to your principles and who you are.”

It has always stuck with me – and I have always striven to live my life in humility and truth, following my goal, my vision unflinchingly. This was inherited from our wonderful parent’s philosophy, the wisest, most grounded people you could ever meet – and who gave us the most blessed, idyllic childhood on the farm setting a wonderful example of how to live and work so hard to fulfil one’s dream with passion and integrity.

I say US – meaning my wonderful big brother, Mike, who has always believed in me and always been there to offer wisdom and advice. And his three children! – dear Becca, the little 8-year-old who saved up the £13.60, spurring me on to open that first Sunbeams bank account and who is now a most valued Trustee. Dear Rachel now living in Canada, but as a beautiful singer, accompanied me for 12 months singing in Cathedrals and Churches throughout the UK raising money for Sunbeams as well as awareness of our work.

And their big brother, Will, my lovely godson, of whom we are all SO proud. WE all knew he would be an architect when we saw his drawings when only 5 years old! Now he has a flourishing Architecture Firm employing 12 others in Newcastle.

Our Sunbeams Music Centre is just about 1/20[th] of his university thesis – and what a beautiful iconic purpose-built building it is, emitting a wonderful calm, in contrast to the verbal saturation of the 21[st] Century.

Will is far too modest to tell you he was awarded the highest accolade of National Architect of the Year for Structural Wood, beating even Sir Norman Foster. We cannot thank you enough, Will.

And the WE – the infamous WE – does of course refer to Michael, my wonderful husband, and fellow founder of Sunbeams. He really is my rock and protector, has driven thousands of miles for presentations accompanying me on over 3,000 recitals since 1992, is always there, never taking any praise but who deserves the accolades bestowed upon me, especially for being the Clerk of Works for the Sunbeams Centre construction. His writing of pre-Level One Music modules for the Open College, for severely disabled students earned him an MRSM - and a standing ovation from his Fellows at the Royal Society of Music in London.

It is Michael who was spurred on, when he overheard 3 ladies coming out of hall after a concert by our beneficiaries and who said, “I used to think people like that should be locked away”.

Thankyou is too small a word for all you do for me Michael

And it is Michael, along with our amazing Managers, Liesl and Vanessa who all share our love and empathy for those other inspiring people in our lives – our wonderful beneficiaries.

Joanie, an elective mute for 19 years but who SANG at concerts with me including the Royal Festival Hall and one magic day she asked me “when is my next gig?”
The elderly folk who throw down their zimmer frames, run into the hall and even though they don’t know their own names, sing all the words to Chuck Berry, Bill Haley and Frank Sinatra songs - word-perfect.
Mary – with cri-du chat syndrome. All we hear is the “cry of the cat” until the harp music calms her down.
Sarah, with Downs Syndrome on learning to play the harp, I asked her to play the blue and red colour coded harp strings, and with all her worldly wisdom said – “do you mean CFC Annie?”

They are the real teachers – who deserve more than a bullet point. Please take a moment to look at our online presence for stories and images of some of the most amazing children and elderly people you could ever meet.

My final wish for you all is never to demean or to dumb-down – and treat with respect all the Joanies, the Marys, the Sarahs, the elderly with dementia whom YOU will meet along your own journeys. So please do remember – if nothing else – however outrageous and eccentric you might be – “To thine own self be true.”

These seem fitting words with which to conclude the Annual Report - words which come full circle from the introduction to an incredible year at Sunbeams when all staff, musicians, volunteers, trustees have worked SO hard in true harmony to bring out the best in each beneficiary recognising their full potential. For 32 years we have striven to help people thrive, to give them hope, and make a real difference to their lives. With such a wonderful team, we feel inspired to tackle the serious challenges raised by social exclusion, deprivation, ill-health and inequality, through the transformative power of our Community Music Therapy.

Thankyou everyone…. “You are Simply the Best!”

Annie Mawson MBE MRSM

Chief Executive and Founder of Annie Mawson’s Sunbeams Music Trust

February 24th 2025.

A message from our Treasurer, Linda Addison

It was a great honour to succeed Anthony Wolfe as the Treasurer of Sunbeams in October last year and it is a pleasure to report upon another year in which the finances of the charity have strengthened.

In the year to 31 May 2024, total income fell to £467,899 from £576,805 in the previous year, which had been significantly boosted by a very generous legacy left by a dear friend of Sunbeams. Nevertheless, fundraising and our income from the supporting businesses of the hire of rooms at the Centre for external meetings and our recording studio, remained strong, and we continued to be successful in securing grants and donations from a wide range of bodies, and are hugely grateful to them for their support. As well as our series of fundraising concerts at the Centre, including “The Proms at Sunbeams’ featuring members of the National Symphony Orchestra in July 2023, we are very grateful to the support of Genesis Homes, who kindly made Sunbeams their charity of the year and held a superb ball in November which raised a very considerable sum. We also received another considerable legacy from one of our long term supporters, and are also very grateful to several people for their fundraising efforts through various events held, plus those who participated in the Great North Run on our behalf.

Expenditure rose modestly, given general inflation during the year, from £329,207 in the previous year to £348,766, but was tightly controlled and slightly below budget.

The net outcome, after depreciation of £59,621, shows a surplus for the year of £59,502, a strong outcome which has strengthened Sunbeams cash reserves and balance sheet.

We are very conscious of inflationary pressures, both upon costs themselves and what they mean for the ability of individuals to donate, and also, that significant elements of our income are from one off events rather than from steady, regular sources, albeit that is very likely to be the case for a charity of our size. However, with a committed team and strong financial reserves we are in a good position however difficult the operating environment may be, and we look forward to the future with full belief and confidence in our mission of reaching those children and adults to whom Sunbeams makes such a huge difference, by bringing the joy of listening to and making music into their lives.

Linda Addison.

A message from our Chair, Dr Ifeolu Omoniyi Akintunde LLB.

Every year, we have to report on the many activities of Annie Mawson’s Sunbeams Music Trust. The report is full of events, training sessions, concerts and music. It chronicles our achievements during the year, the number of venues we visit every week, the number of legacies we receive and even the grants we applied for. However, as Chair of the Board, the report is also full of individual stories of strength, determination, courage and progress.

As a dynamic organisation, Sunbeams doesn’t leave you where it met you. That’s why we describe the activities as very moving. All participants at a Sunbeams event – performers, audience, clients and bystanders – experience an emotional transformation. It’s a journey into the deepest, sometimes untouched areas of the heart.

We are all participants in the experience, whether as experienced musicians or people with dementia or downs syndrome. We are all part of this family of musicians, whether playing the piano or inventing our own rhythm on the shakers.

So thanks to all the dynamic people who made this amazing year possible. Thanks to the staff, musicians, dancers and singers. Our events are interactive, so that means all of you. Thanks to the funders who made it all possible. Some of our friends and family started the year with us but finished their task on earth and left to continue the music in heaven. We remember you fondly, miss you all the time and carry on the music here on earth.

For everyone else, as you read, remember the background stories. I hope this report fills you with hope and that the stories fill you with inspiration. Even by reading, you’re a part of our story. Please continue to move to the rhythm and we will change our world.

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 24 February 2025 and signed on their behalf by:

Dr I. O. Akintunde, LLB

Chair of the Trustees

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

I report to the charity Trustees on my examination of the financial statements of Annie Mawson’s Sunbeams Music Trust (the Company) for the year ended 31 May 2024.

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 financial statements in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the financial statements 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 financial statements 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 Institute of Chartered Accountants in England and Wales (ICAEW), 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:

accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or
the financial statements do not accord with those records; or
the financial statements 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
the financial statements 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 financial statements to be reached.

Stuart Farrer, FCA Saint & Co, Chartered Accountants, Carlisle Date: 24 February 2025

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 2024

Note Income from: Donations and legacies 2 Charitable activities 3 Other trading activities 4,5 Investments 6 Profit on disposal of fixed assets 10 Total Income Expenditure on: Raising funds 9 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 2024 2024 2024 2023 £ £ £ £ 200,982 96,471 297,453 433,104 32,248 - 32,248 24,508 116,524 - 116,524 81,468 17,820 - 17,820 5,341 3,854 - 3,854 32,384
	371,428 96,471 467,899 576,805
	23,977 - 23,977 15,576 206,303 118,496 324,799 313,631
	230,280 118,496 348,776 329,207
	141,148 (22,025) 119,123 247,598 6,643 52,978 59,621 62,757
	236,923 171,474 408,397 391,964

	134,505 (75,003) 59,502 184,841
	819,646 2,160,677 2,980,323 2,795,482 134,505 (75,003) 59,502 184,841
	954,151 2,085,674 3,039,825 2,980,323

There were no other recognised gains or losses in the year, or in the prior year.

The notes on pages 33 to 45 form part of these financial statements

ANNIE MAWSON’S SUNBEAMS MUSIC TRUST

(A company limited by guarantee – registration number 05794153)

£ 15,612 932,402	2024 £ 625 2,106,221	£ 10,945 820,315	2023 £ 702 2,159,446
	2,106,846		2,160,148
948,014 15,035		831,260 11,085
	932,979		820,175
	3,039,825		2,980,323
	301,316 652,835 1,239 2,084,435		217,512 602,134 23,264 2,137,413
	3,039,825		2,980,323

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 447 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 24 February 2025 and signed on their behalf by:

I.O. Akintunde, Chair L.C. Addison, Treasurer

The notes on pages 33 to 45 form part of these financial statements

ANNIE MAWSON’S SUNBEAMS MUSIC TRUST

(A company limited by guarantee)

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

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.

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:

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; other items are depreciated at 5% per annum, straight line. Motor vehicles - 25% reducing balance Musical instruments - 25% reducing balance Fixtures and fittings - 15% and 25% reducing balance

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.

1.15 Going Concern

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

The charity has net current assets of £932,979 and net assets of £3,039,825 at the year end, following a surplus in the year of £59,502. 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 2025.

2. Income from Donations, Grants and Legacies

Donations Legacies The National Lottery Community Fund - RC North East and Cumbria Region The National Lottery Cost of Living Fund Cumbria Music Hub Hadfield Charitable Trust Westmorland and Furness Council / Cumbria County Council Holiday Activities and Food Programme BBC Cost of Living Grant BBC Children in Need Julia and Hans Rausing Trust Sellafield Ltd. Social Impact Fund The Light Fund The Muckle Fund Cumbria Community Foundation: Winter Warmth Grant The Laurence Fund Total donations, grants and legacies Total 2023	Unrestricted Restricted Total Total funds funds 2024 2024 2024 2023 £ £ £ £ 146,831 - 146,831 55,097 54,151 - 54,151 213,050 - 61,740 61,740 29,939 - 13,788 13,788 13,788 - 5,333 5,333 4,000 5,000 5,000 - 10,610 10,610 23,675 - - - 500 - - - 32,055 - - - 25,000 - - - 25,000 - - - 5,000 - - - 3,000 - - - 1,000 - - - 2,000
	200,982 96,471 297,453 433,104
	268,647 164,457 433,104

Donations
Legacies
The National Lottery Community Fund -
RC North East and Cumbria Region
The National Lottery Cost of Living Fund
Cumbria Music Hub
Hadfield Charitable Trust
Westmorland and Furness Council /
Cumbria County Council Holiday
Activities and Food Programme
BBC Cost of Living Grant
BBC Children in Need
Julia and Hans Rausing Trust
Sellafield Ltd. Social Impact Fund
The Light Fund
The Muckle Fund
Cumbria Community Foundation:
Winter Warmth Grant
The Laurence Fund
Total donations, grants and legacies
Total 2023

Unrestricted Restricted
Total
Total
funds
funds
2024
2024
2024
2023
£
£
£
£
146,831
-
146,831
55,097
54,151
-
54,151
213,050
-
61,740
61,740
29,939
-
13,788
13,788
13,788
-
5,333
5,333
4,000
5,000
5,000
-
10,610
10,610
23,675
-
-
-
500
-
-
-
32,055
-
-
-
25,000
-
-
-
25,000
-
-
-
5,000
-
-
-
3,000
-
-
-
1,000
-
-
-
2,000

200,982
96,471
297,453
433,104

268,647
164,457
433,104

Information on Restricted Funds with receipts in 2023-24

The National Lottery Community Fund - RC North East and Cumbria Region - a grant towards “Digital Sunbeams” - to provide a digital platform to deliver our Music for Life® programme to young adults with severe learning and physical disabilities in South Lakes, Eden, Carlisle and Allerdale areas. They use Zoom as their platform and work with up to 29 organisations and 188 young adults. The National Lottery Community Fund: Grant towards elements related to Cost of Living Westmorland and Furness Council / Cumbria County Council Holiday Activities and Food Programme - to deliver 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.

Cumbria Music Hub - funding towards Sunbeams being a delivery partner for children with disabilities throughout Eden and the South Lakes.

Hadfield Charitable Trust - to cover the fees of local and international artistes to provide fun, creative, stimulating music workshops in the holidays and the professional concerts which will enhance the social needs of our Sunbeams beneficiaries, both young or elderly.

3. Income from Charitable Activities

3. Income from Charitable Activities
	Unrestricted	Restricted	Total	Total
	funds	funds
	2024	2024	2024	2023
	£	£	£	£
Music for Life®/ Music for Dignity®	32,248	-	32,248	24,508
Total 2023	24,508	-	24,508
4. Fundraising Income
All fundraising income is received by unrestricted funds
	Total	Total
	2024	2023
	£	£
Fundraising	69,137	38,496
5. Trading Activities
All trading activities are in respect of unrestricted funds
	Total	Total
	2024	2023
	£	£
Charity Trading Income	47,387	42,972
Trading Expenses	(6,465)	(5,172)
Net income from trading activities	40,922	37,800
6. Investment Income
All investment income is received by unrestricted funds
	Total	Total
	2024	2023
	£	£
Bank and building society interest
received	17,820	5,341

7. Direct Costs

7. Direct Costs
	2024	2023
	£	£
Musicians' Fees	48,703	38,707
Motor, travel and subsistence	9,640	9,736
Volunteers' expenses	1,052	1,154
Staff training and conferences	957	897
Premises hire	360	360
Wages and salaries	153,970	162,220
National insurance	11,559	13,206
Pension cost	6,851	7,336
Sensory Garden	3,197	2,571
Westmorland and Furness Council /
Cumbria County Council Holidays and
Activities Food Programme	2,257	5,278
Music sessions non-musicians'
costs	1,674	-
Depreciation	57,405	60,343
Total	297,625	301,808
8. Support Costs
	2024	2023
	£	£
Insurance	7,213	6,879
Light and heat	10,947	7,118
Telephone/internet	3,189	3,421
General office expenses	707	563
Premises expenses	20,166	18,908
Centre support assistance	1,744	-
Repairs and renewals	5,719	1,102
Sundry	503	1,185
Computer and IT	1,022	1,003
Wages and salaries	29,826	29,560
Depreciation	2,139	2,337
Governance costs	3,543	2,427
Amortisation - intangible fixed
assets	77	77
	86,795	74,580

Governance costs include accountancy, legal, professional and bank charges, and Trustees' expenses.

9. Analysis of Expenditure by Type

9. Analysis of Expenditure by Type
On raising voluntary income On fundraising trading Costs of raising funds Music for Life®/ Music for Dignity® Total 2023	Staff Depreciation Other Total Total costs and amortisation costs 2024 2024 2024 2024 2023 £ £ £ £ £ - - 17,512 17,512 10,404 - - 6,465 6,465 5,172
	23,977 23,977 15,576 202,206 59,621 122,593 384,420 376,388
	202,206 59,621 146,570 408,397 391,964
	212,322 62,757 116,885 391,964

10. Net income/expenditure

This is stated after charging/(crediting):

This is stated after charging/(crediting):
	2024	2023
	£	£
Depreciation of tangible fixed assets
- owned by the charity	59,544	62,680
Profit on disposal of fixed assets	(3,854)	(32,384)
Amortisation of intangible fixed asset	77	77
Trustees' expenses paid were £208 (2023 - £146).

11. Independent Examiner's Remuneration

The Independent Examiner's Remuneration amounts to a fee of £1,085 (2023 - £1,085).

12. Staff Costs

Staff costs were as follows:

Wages and Salaries Social security costs Pension costs Average number of persons employed	2024 2023 £ £ 181,282 189,216 14,072 15,770 6,851 7,336
	202,205 212,322
	2024 2023 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.

The remuneration of the key management personnel in the year (including employer pension contributions and employer national insurance

contributions), was £66,796 (2023 - £66,477).

The number of employees whose remuneration fell within the following bands was: 2024 2023 £60,000 - £70,000 1 -

This measure excludes employer national insurance contributions, unlike that in the previous paragraph.

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

Cost At 1 June 2023 and 31 May 2024 Amortisation At 1 June 2023 Charge for the year At 31 May 2024 At 31 May 2024 At 31 May 2023	Trademarks £ 1,549 847 77
	924
	625
	702

The charity has registered the following trademarks: Music for Life ® Music for Dignity ®

14. Tangible Fixed Assets

Cost At 1 June 2023 Additions Disposals At 31 May 2024 Depreciation At 1 June 2023 Charge for year Disposals At 31 May 2024 Net book value At 31 May 2024 At 31 May 2023	Sunbeams Musical Fixtures Total Centre Instruments and fittings £ £ £ £ 2,274,849 30,022 184,440 2,489,311 2,481 - 4,683 7,164 - - (6,330) (6,330)
	2,277,330 30,022 182,793 2,490,145
	181,988 22,325 125,552 329,865 45,621 1,924 11,999 59,544 - - (5,485) (5,485)
	227,609 24,249 132,066 383,924

	2,049,721 5,773 50,727 2,106,221
	2,092,861 7,697 58,888 2,159,446

The Sunbeams Centre is held on a 99 year lease.

15. Debtors

	2024	2023
	£	£
Trade debtors	10,651	7,363
Prepayments	4,961	3,582
	15,612	10,945
16. Creditors - amounts falling due within one year
	2024	2023
	£	£
Trade creditors	3,794	1,475
Other taxation and social security	4,367	3,377
Other creditors	569	582
Accruals	3,410	5,561
Deferred income	2,895	90
	15,035	11,085

17. 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 £6,851 (2023 - £7,336). £569 was payable to the funds at 31 May 2024 and is included within other creditors in note 16.

18. 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 Transfers Balance at 31 May 2023 31 May 2024 £ £ £ £ £ 194,777 118,644 (34,516) - 278,905 22,735 - (6,643) 6,319 22,411
	217,512 118,644 (41,159) 6,319 301,316 602,134 252,784 (195,764) (6,319) 652,835
	819,646 371,428 (236,923) - 954,151
	23,264 96,471 (118,496) - 1,239 43,850 - (7,280) - 36,570 702 - (77) - 625 2,092,861 - (45,621) - 2,047,240
	2,160,677 96,471 (171,474) - 2,085,674

	2,980,323 467,899 (408,397) - 3,039,825

N.B. Please note that the non-designated , unrestricted funds as at 31 May 2024 amounted to £301,316

(2023 - £ 217,512

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 Expenditure Transfers Balance at 31 May 2022 31 May 2023 £ £ £ £ 197,746 21,753 (24,722) - 194,777 25,263 - (8,343) 5,815 22,735
	223,009 21,753 (33,065) 5,815 217,512 308,805 390,595 (137,893) 40,627 602,134
	531,814 412,348 (170,958) 46,442 819,646
	34,564 164,457 (166,592) (9,165) 23,264 89,967 - (8,840) (37,277) 43,850 779 - (77) - 702 2,138,358 - (45,497) - 2,092,861
	2,263,668 164,457 (221,006) (46,442) 2,160,677

	2,795,482 576,805 (391,964) 2,980,323

19. 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, accruals and deferred income Tangible fixed assets, including the Sunbeams Music Centre Intangible fixed assets	Unrestricted Restricted Total funds funds funds 2024 2024 2024 £ £ £ 946,775 1,239 948,014 (15,035) - (15,035) 22,411 2,083,810 2,106,221 - 625 625
	954,151 2,085,674 3,039,825
	Unrestricted Restricted Total funds funds funds 2023 2023 2023 £ £ £ 807,996 23,264 831,260 (11,085) - (11,085) 22,735 2,136,711 2,159,446 - 702 702
	819,646 2,160,677 2,980,323

20. Restricted Funds Balances

General Restricted Fund - including the Centre, Stoller House National Lottery Community Fund National Lottery Cost of Living Fund Julia and Hans Rausing Trust Hadfield Charitable Trust Cumbria Music Hub The Light Fund Cumbria Community Foundation The Muckle Fund Total	2024 2023 £ £ 2,084,435 2,137,413 (7,275) (13,503) 2,847 9,211 4,622 23,995 692 - 352 - - 267 - 1,750 - 1,544
	2,085,673 2,160,677

The National Lottery Community Fund received a further tranche of funding on 5 July 2024.

21. Related Party Transactions

Other than as disclosed in notes 10 and 12, there are no related party transactions which require disclosure.

ANNIE MAWSON’S SUNBEAMS MUSIC TRUST

(A company limited by guarantee)

UNAUDITED

TRUSTEES’ REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MAY 2024

ANNIE MAWSON’S SUNBEAMS MUSIC TRUST

(A company limited by guarantee)

CONTENTS

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 2024

Trustees and Directors

Company Registered Number

Charity Registered Number

Registered Office

Company Secretary

Chief Executive

Accountants

Musical Patrons

Supportive Patrons

ANNIE MAWSON’S SUNBEAMS MUSIC TRUST

(A company limited by guarantee)

Trustees’ Report for the Year Ended 31 May 2024

Objectives and Activities

Policies and Objectives

THE PURPOSE OF OUR ORGANISATION

a) Venues throughout Cumbria

ACTIVITIES FOR ACHIEVING OUR OBJECTIVES include :

Dear Annie Mawson,

4. SENSORY GARDEN

5. SUNBEAMS MUSIC CENTRE

5. CHANGING DYNAMICS WITH ONLINE DELIVERY WITH ZOOM

We are SO grateful to the National Lottery Community Fund – Reaching Communities for their understanding and for funding our Digital Sunbeams this year which benefits over 180 Young Adults with severe learning disabilities every week. From Millom to Carlisle, Alston to Walney.

7. FUNDRAISING

Please see Financial Reports.

SUNBEAMS MUSIC CENTRE

Investment Policy and Objectives

Going Concern

Principal Risks and Uncertainties

Reserves Policy

Structure, Governance and Management

Constitution

Method of Appointment or Election of Trustees

Policies Adopted for the Induction and Training of Trustees

Organisational Structure and Decision Making

Retirement of Treasurer, Tony Wolfe, BSc (Hons) MSc Phd, Treasurer 2006-23

Wider Network

Trustees’ Indemnities

Members’ Liability

Public Benefit

ANNUAL REPORT BY ANNIE MAWSON MBE CHIEF EXECUTIVE

“TO EVERYTHING, TURN, TURN, TURN. THERE IS A SEASON, TURN TURN TURN - AND A TIME FOR EVERY PURPOSE UNDER HEAVEN.”

1. Legacies

2. Funerals

THANKYOU DAVID.

3. Genesis Partnership

We write:

4. Musician Training: April 2024.

i. Bad and Good Practices .

ii.Strategy & Inclusion

iii.Repertoire

5. Concerts

Comments included:

6. Funders

“I used to think children like that should be locked away” – overheard by a heartbroken mother

This is what spurs us on

Testimonies from the parents include the following:

7. AWARDS

Why it is an enjoyable place?

How the design responds to user need

The project in use

b) International Green Apple Environmental Award for Beautiful Buildings

8. Fellowship

My Honorary Fellow Response Tuesday 21 November 2023 | 10.00am

A message from our Treasurer, Linda Addison

A message from our Chair, Dr Ifeolu Omoniyi Akintunde LLB.

Trustees’ Responsibilities Statement

ANNIE MAWSON’S SUNBEAMS MUSIC TRUST

(A company limited by guarantee)