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2025-03-31-accounts

Docusign Envelope ID: 96170C29-71BA-4523-A1A9-7A452C5152A1

REGISTERED COMPANY NUMBER: 06174122 (England and Wales) REGISTERED CHARITY NUMBER: 1119679

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 March 2025

for

musicworks midlands

Docusign Envelope ID: 96170C29-71BA-4523-A1A9-7A452C5152A1

musicworks midlands

Contents of the Financial Statements for the Year Ended 31 March 2025

Page
Report of the Trustees 1 to 5
Independent Examiner's Report 6
Statement of Financial Activities 7
Balance Sheet 8
Notes to the Financial Statements 9 to 13
Detailed Statement of Financial Activities 14

Docusign Envelope ID: 96170C29-71BA-4523-A1A9-7A452C5152A1

musicworks midlands

Report of the Trustees for the Year Ended 31 March 2025

This report is the Trustees' Annual Report (Including Directors' Report and Strategic Report)

The trustees who are also directors of the charity for the purpose of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2025. The trustees have adopted the provisions of 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).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The charities objects and principal activities are:

To promote, improve, develop, encourage and maintain public education in appreciation of the art and science of music in all its aspects by the presentation of public concerts, recitals and workshops in the county of Nottinghamshire.

Music is central to our experience of the world around us, it is a primary source of the way we experience, understand and interpret the world around us, unite us and enrich us.

musicworks exists to promote all forms of music in Nottingham by encouraging local musicians and providing a proper showcase for their talent, recognising their abilities and supporting them to reach a wider audience by encouraging and recognising their work.

Public Benefit

The trustees confirm that they have referred to the guidance on public benefit contained in the Charity Commissions general guidance on public benefit when reviewing musicworks midlands aims and objectives and in planning future activities for the year.

musicworks is providing networking opportunities for those who want to perform, with those who are interested in music and want to see it flourish locally. We are commissioning new music and showcasing local artists. We have undertaken national premiers, a three week musical festival, small and large shows in large and small venues. We are currently involved in working to promote music therapy for people with dementia and who are at the end of their lives.

musicworks has now achieved registered charity status and is devoted to education, appreciation, understanding and enrichment of our life experience.

Volunteers

There have been 5 volunteers working with the charity during this year.

ACHIEVEMENTS AND PERFORMANCE

Charitable activities

Activities have centred around the following three core activities:-

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musicworks midlands

Report of the Trustees for the Year Ended 31 March 2025

ACHIEVEMENTS AND PERFORMANCE

Heron Music Café for Well Being

This year has seen some major changes for the Heron Music Café. After a great deal of work we were successful in receiving a National Lottery Community Grant for five years funding that not only secures the future of the café but allows us to extend the services we offer.

The grant totalling £81,172 has enabled the service to run weekly, support co-production with members of the café and the local community, train musicians, volunteers and coordinator's, run online sessions, pay for administration costs, support publicity, printing and marketing costs.

The Co-Production opportunity afforded by the grant enabled an intergenerational project which included members of the café with children from the local primary school and the local preschool. The three groups learnt a specially composed song "Just Be You" which emphasized the importance of well being and nurturing oneself and others. The recording is a local community single which has been posted on our Tunecore account so that is accessible on all major streaming platforms. There is also a video which is being used to advertise the benefits of being part of a vibrant, supportive local community.

We café continues to welcome people with learning and physical disabilities, mental health issues (including dementia, anxiety and depression and PTSD), carers, those who are socially isolated and lonely. We also have regular visits from care and nursing homes and the local pre-school who bring fifteen under fours once every half term. The café is supported by the trustees and volunteers who give their time on a voluntary basis to help run the sessions. We now have ten volunteers on a regular basis who not only assist at the café but support help to represent the charity at local community events, artistic projects and dementia forums.

The National Lottery recognised the importance of the Heron Music Café for Well Being as a true community resource. They were keen to see our approach being available in other communities who are interested in setting up a café in their area. We have a number of community groups wanting to adopt our template for creating and sustaining a music café for well being in their area.

Artistic Projects

Another major development in 2024 / 25 has been a collaboration with "Open Doors" an Arts Council Funded group based in Newark, Nottinghamshire who asked us to work with them to create a series of community music projects in the old mining communities of Nottinghamshire. The funding of £22,750 supported the following initiatives:-

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Docusign Envelope ID: 96170C29-71BA-4523-A1A9-7A452C5152A1

musicworks midlands

Report of the Trustees for the Year Ended 31 March 2025

ACHIEVEMENTS AND PERFORMANCE

The success of the projects with Open Doors has led to them commissioning us to work with them for a further 12 months.

In February 2025 we were successful in attracting a grant from the National Forest to run the "Musicwalks with Musicworks" event within the forest in the summer of 2025 working in collaboration with Charnwood Arts.

Fundraising Activities

This year fundraising activities have included:-

FINANCIAL REVIEW

During the period, there was a net deficit of £572 (2024: £6,515)

The fund represents reserves to cover the Charity's running costs. At the end of 2025 the fund had a surplus of £6,410 (2024: £6,982). The Trustees review the level of the income fund annually, to ensure that it's adequate, but not excessive.

Of this amount, £1,065 is classified as restricted. The restricted funds can only be used for the purposes of event costs.

This report has been prepared in accordance with the Statement of of Recommended Practice: Accounting and Reporting by Charities (issued in March 2005).

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

musicworks midlands is a company limited by guarantee governed by its Memorandum and Articles of Association dated 20 March 2007.

Recruitment and appointment of new trustees

There may be an unlimited number of Trustees with a minimum of three.

Organisational structure

The Trustees meet twice yearly, and are responsible for the strategic direction and policy of the charity.

Day to day management of the Charity is delegated to Trustee, John Osborne.

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musicworks midlands

Report of the Trustees for the Year Ended 31 March 2025

STRUCTURE, GOVERNANCE AND MANAGEMENT

Induction and training of new trustees

The Trustees are the seven directors. Each selected for their experience and expertise. One has extensive experience as a company director in the private sector including management consultancy. The second is a private banker.

Each Trustee has oversight of a working group which reflects their particular area of interest and expertise. These include:

Hazel Ker

Publicity and marketing

Responsibilities of trustees/directors

The trustees (who are also directors of musicworks midlands for the purposes of company law) acknowledge their responsibilities for:

Maintaining proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the accounts comply with the Companies Act 2006;

The maintenance and integrity of the corporate and financial information included on the charity's website; Preparing the Directors'/Trustees' Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice);

Preparing financial statements for each financial year under company law; and

Not approving 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 these financial statements, the trustees have:

Selected suitable accounting policies and applied them consistently; Observed the methods and principles in the Charities SORP; Made judgments and estimates that are reasonable and prudent; Stated whether applicable UK accounting standards have been followed, subject to any departures; Disclosed and explained in the financial statements; and Prepared the accounts on a going concern basis.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

06174122 (England and Wales)

Registered Charity number

1119679

Registered office

26 Pierrepont Road West Bridgford Nottingham Nottinghamshire NG2 5BP

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musicworks midlands

Report of the Trustees for the Year Ended 31 March 2025

Trustees

H J Ker Retired J Osborne Director J Belton Retired (resigned 1.5.24)

V Elder Senior Manager in NHS

F Pfende Senior Lecturer

L Brown Retired J Ward Director (resigned 20.11.25)

S Novak Director

This year we had one change of trustees when Joanne Belton resigned in May 2024. Jo was one of the founding trustees of Musicworks and her commitment and hard work on behalf of the charity was greatly valued and appreciated, she has chosen to remain involved as a volunteer

Company Secretary

J Osborne

Independent Examiner

Botham Accounting Limited Chartered Accountants 3 - 5 College Street Nottingham Nottinghamshire NG1 5AQ

RESPONSIBILITIES AND APPROVAL

Safeguarding

The trustees are responsible for safeguarding the assets of the charity and hence for taking the reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charity's website.

This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

Approved by order of the board of trustees on 12 December 2025 and signed on its behalf by:

J Osborne - Trustee

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Independent Examiner's Report to the Trustees of musicworks midlands

Independent examiner's report to the trustees of musicworks midlands ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2025.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.

Independent examiner's statement

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

  1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or

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

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

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

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Andrew Botham The Institute of Chartered Accountants in England and Wales

Botham Accounting Limited Chartered Accountants 3 - 5 College Street Nottingham Nottinghamshire NG1 5AQ

Date: .............................................

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Docusign Envelope ID: 96170C29-71BA-4523-A1A9-7A452C5152A1

musicworks midlands

Statement of Financial Activities (Incorporating an Income and Expenditure Account) for the Year Ended 31 March 2025

Unrestricted
Restricted
fund
fund
Notes
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
2,946
-
Charitable activities
Performance costs
-
-
Charitable activities
-
7,723
Other trading activities
2
20,750
-
Total
23,696
7,723
EXPENDITURE ON
Charitable activities
Performance costs
23,927
6,658
Other
1,406
-
Total
25,333
6,658
NET INCOME/(EXPENDITURE)
(1,637)
1,065
RECONCILIATION OF FUNDS
Total funds brought forward
6,982
-
TOTAL FUNDS CARRIED FORWARD
5,345
1,065
2025
Total
funds
£
2,946
-
7,723
20,750
31,419
30,585
1,406
31,991
(572)
6,982
6,410
2024
Total
funds
£
3,382
500
-
-
3,882
10,362
35
10,397
(6,515)
13,497
6,982

The notes form part of these financial statements

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Docusign Envelope ID: 96170C29-71BA-4523-A1A9-7A452C5152A1

musicworks midlands

Balance Sheet 31 March 2025

2025 2024
Unrestricted Restricted Total Total
fund fund funds funds
Notes £ £ £ £
FIXED ASSETS
Tangible assets 7 - - - 64
CURRENT ASSETS
Debtors 8 - 230 230 -
Cash at bank 8,495 1,835 10,330 9,258
8,495 2,065 10,560 9,258
CREDITORS
Amounts falling due within one year 9 (3,150) (1,000) (4,150) (2,340)
NET CURRENT ASSETS 5,345 1,065 6,410 6,918
TOTAL ASSETS LESS CURRENT
LIABILITIES 5,345 1,065 6,410 6,982
NET ASSETS 5,345 1,065 6,410 6,982
FUNDS 10
Unrestricted funds 5,345 6,982
Restricted funds 1,065 -
TOTAL FUNDS 6,410 6,982

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2025 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 12 December 2025 and were signed on its behalf by:

J Osborne - Trustee

The notes form part of these financial statements

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musicworks midlands

Notes to the Financial Statements for the Year Ended 31 March 2025

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) '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)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

The charity constitutes a public benefit entity as defined by FRS 102.

Income

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

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, 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 accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Plant and machinery - 20% on reducing balance Computer equipment - 33% on cost

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Going concern

Accounts are prepared on the going concern basis, on the understanding that the trustees will support the charity for the next 12 months.

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musicworks midlands

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

2. OTHER TRADING ACTIVITIES

Fundraising
3.
NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
Depreciation - owned assets
Hire of plant and machinery
2025
£
20,750
2025
£
64
1,359
2024
£
-
2024
£
367
-

The independent examiner's fee is included within the accountancy fee for the year.

4. TRUSTEES' REMUNERATION AND BENEFITS

In accordance with the Charities SORP (FRS 102), we confirm that one or more of the trustees has been paid remuneration or has received other benefits from employment with the charity or a related entity. During the year, trustee John Osborne received remuneration for services provided in an employed role within the charity.

This payment was made under the authority of the charity’s governing document, which permits trustees to be remunerated for employment with the charity. The remuneration was paid because John Osborne undertook duties as an employee that were separate from his responsibilities as a trustee. The total amount of remuneration paid during the reporting period was £6,852.

No pension contributions were made by the charity on behalf of John Osborne and no other benefits, such as termination payments or private health cover, were provided.

No other trustees received remuneration or benefits during the year.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2025 nor for the year ended 31 March 2024.

5. VOLUNTEERS

There have been 5 volunteers working with the charity during this year to assist with the Heron Wellbeing Music Cafe

6. FUNDS

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for the purposes of event costs.

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musicworks midlands

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

7. TANGIBLE FIXED ASSETS
Plant and Computer
machinery equipment Totals
£ £ £
COST
At 1 April 2024 and 31 March 2025 2,283 1,054 3,337
DEPRECIATION
At 1 April 2024 2,219 1,054 3,273
Charge for year 64 - 64
At 31 March 2025 2,283 1,054 3,337
NET BOOK VALUE
At 31 March 2025 - - -
At 31 March 2024 64 - 64
8. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025 2024
£ £
Prepayments and accrued income 230 -
9. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025 2024
£ £
Other creditors 1,560 1,560
Accruals and deferred income 2,590 780
4,150 2,340
10. MOVEMENT IN FUNDS
Net
movement At
At 1.4.24 in funds 31.3.25
£ £ £
Unrestricted funds
Income fund
6,982 (1,637) 5,345
Restricted funds
Restricted Fund - 1,065 1,065
TOTAL FUNDS 6,982 (572) 6,410

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musicworks midlands

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

10. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
Income fund
23,696 (25,333) (1,637)
Restricted funds
Restricted Fund 7,723 (6,658) 1,065
TOTAL FUNDS 31,419 (31,991) (572)
Comparatives for movement in funds
Net
movement At
At 1.4.23 in funds 31.3.24
£ £ £
Unrestricted funds
Income fund
13,497 (6,515) 6,982
TOTAL FUNDS 13,497 (6,515) 6,982
Comparative net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
Income fund
3,882 (10,397) (6,515)
TOTAL FUNDS 3,882 (10,397) (6,515)

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musicworks midlands

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

10. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined position is as follows:

Net
movement At
At 1.4.23 in funds 31.3.25
£ £ £
Unrestricted funds
Income fund
13,497 (8,152) 5,345
Restricted funds
Restricted Fund - 1,065 1,065
TOTAL FUNDS 13,497 (7,087) 6,410

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
Income fund
27,578 (35,730) (8,152)
Restricted funds
Restricted Fund 7,723 (6,658) 1,065
TOTAL FUNDS 35,301 (42,388) (7,087)

11. RELATED PARTY DISCLOSURES

In accordance with the Charities SORP (FRS 102), we disclose that the charity had related party transactions during the reporting period. The related party was Joco Learning & Development Limited, who is connected to the charity. During the year, Joco Learning & Development provided staff training to and incurred expenses on behalf of the charity.

The total amount paid to Joco Learning & Development Limited during the reporting period was £7,676. At the year end, the charity owed Joco Learning & Development Limited £1,560 (2024: £1,560). No amounts were written off during the year. The transaction was conducted on normal commercial terms, and no security was provided. No guarantees were given or received in relation to this transaction.

There were no other related party transactions during the year.

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musicworks midlands

Detailed Statement of Financial Activities
for the Year Ended 31 March 2025
INCOME AND ENDOWMENTS
Donations and legacies
Donations
Other trading activities
Fundraising
Charitable activities
Grants
Total incoming resources
EXPENDITURE
Charitable activities
Events costs
Printing, stationery and advertising
Depreciation of plant and machinery
Computer equipment
Other
Hire of plant and machinery
Legal Expenses
Support costs
Management
Trustees' salaries
Finance
Administration Support
Information technology
Insurance
Sundries
Computer costs
Other
Training Costs
Governance costs
Accountancy and legal fees
Total resources expended
Net expenditure
2025
£
2,946
20,750
7,723
31,419
17,978
481
64
-
18,523
1,359
47
1,406
6,852
600
49
331
600
980
1,620
2,010
31,991
(572)
2024
£
3,382
-
500
3,882
6,404
220
16
351
6,991
-
35
35
-
600
-
293
-
293
1,620
858
10,397
(6,515)

This page does not form part of the statutory financial statements

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Musicworks Midlands

3 – 5 College Street Nottingham NG1 5AQ

Management Representation Letter

Botham Accounting Limited 3 - 5 College Street Nottingham NG1 5AQ

Dear Sirs

The following representations are made on the basis of enquiries of management and staff with relevant knowledge and experience such as we consider necessary in connection with your report on the charity’s financial statements for the year ended 31 March 2025. These enquiries have included inspection of supporting documentation where appropriate. All representations are made to the best of our knowledge and belief.

GENERAL

  1. We have fulfilled our responsibilities as trustees as set out in the terms of your engagement letter under the Companies Act 2006 and Charities Act 2011 for preparing financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice), for being satisfied that they give a true and fair view and for making accurate representations to you.

  2. All the transactions undertaken by the charity have been properly reflected and recorded in the accounting records.

  3. All the accounting records have been made available to you. We have provided you with unrestricted access to all appropriate persons within the charity and with all other records and related information requested, including minutes of all management and trustee meetings.

  4. The financial statements are free of material misstatements, including omissions.

ASSETS AND LIABILITIES

  1. The charity has satisfactory title to all assets and there are no liens or encumbrances on the company’s assets, except for those that are disclosed as applicable in the notes to the financial statements.

  2. All actual liabilities, contingent liabilities and guarantees given to third parties have been recorded or disclosed as appropriate.

LOANS AND ARRANGEMENTS

  1. The charity has not granted any advances or credits to, or made guarantees on behalf of, directors other than those disclosed in the financial statements.

LEGAL CLAIMS

  1. We have disclosed to you all claims in connection with litigation that have been, or are expected to be, received and such matters, as appropriate, have been properly accounted for and disclosed as applicable in the financial statements.

Docusign Envelope ID: 96170C29-71BA-4523-A1A9-7A452C5152A1

LAWS AND REGULATIONS

  1. We have disclosed to you all known instances of non-compliance or suspected noncompliance with laws and regulations whose effects should be considered when preparing the financial statements.

RELATED PARTIES

  1. Related party relationships and transactions have been appropriately accounted for and disclosed in the financial statements. We have disclosed to you all relevant information concerning such relationships and transactions and are not aware of any other matters which require disclosure in order to comply with legislative and accounting standards requirements.

SUBSEQUENT EVENTS

  1. All events subsequent to the date of the financial statements which require adjustment or disclosure have been properly accounted for and disclosed as applicable.

GOING CONCERN

  1. We believe that the charity's financial statements should be prepared on a going concern basis on the grounds that current and future sources of funding or support will be more than adequate for the charity's needs. We also confirm our plans for future action required to enable the charity to continue as a going concern are feasible. We have considered a period of twelve months from the date of approval of the financial statements. We believe that no further disclosures relating to the charity's ability to continue as a going concern need to be made in the financial statements..

GOVERNMENT GRANTS

  1. All grants, donations and other income, the receipt of which is subject to specific terms or conditions, have been notified to you. There have been no breaches of terms or conditions in the application of such income.

Yours faithfully

..............................................................................................................................

J Osborne - Signed on behalf of the Trustees

Date: 12 December 2025