Trustees’ Annual Report for the period
Period start & end: 1[st] April 2022 to 31[st] March 2023 Charity name: HarmonicaUK (formerly National Harmonica League) Charity no: 1131484
Objectives and Activities
| SORP ref | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The objects of the society shall be: 1. to advance, improve, develop and maintain public education in, and appreciation of, the art and science of harmonica music in all its aspects by any means the trustees see fit, including through the presentation of public concerts and recitals; 2. to further such charitable purpose or purposes as the trustees in their absolute discretion shall think fit but in particular through the makingofgrants and donations. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 & 1.19 |
An annual festival is organised every year at an accessible venue and/or online. There are opportunities for delegates to attend workshops, masterclasses, competitions and concert performances. The event is well attended by members and non members from all areas of the country and overseas. There is usually a lively exchange of information and views, with everyone keen to improve the standard of their playing. The charity aims to encourage, underwrite and support members to organise regional workshops with similar aims. The charity also facilitates regular online workshops to be accessible to members, providing world-class tuition to members in as inclusive a way as possible, and a monthly opportunity for members and the public to play in an online open mic session. A quarterly magazine is produced for members, which disseminates harmonica related educational information supported by trade advertisements. The charity also maintains an information rich website and social media |
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| presence accessible to all. The magazine is available to members online, and in a format accessible to visually impaired people. HarmonicaUK has also worked collaboratively with Harpin’ By the Sea, and in February 2023 co-hosted the Harmonicas for Health symposium, bringing together researchers who are investigating the health benefits of harmonica playing, particularly with regards to breathing but also in terms of wider wellbeing. The Harmonicas for Health symposium featured a presentation, workshops, and Q&A session to put a spotlight on benefits including asthma management, COPD, surgery palsy and stroke recovery. |
||
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have been made aware of the public benefit guidance by way of a presentation and provision of essential reading materials. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP ref | ||
|---|---|---|
| Policy on grant making | Para 1.38 | HarmonicaUK has an educational bursary award to support tuition, accommodation and meals. In 2022/23 there were 3 applications, all successful, for grants to attend the annual festival with educational workshops. |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | Trustees and helpers are all volunteers. There are no paid employees, although one or two individuals (not trustees or committee members) have been paid a modest amount, in the past, for specific duties performed at physical events. The committee has been supported by around twenty volunteers this year, particularly to help the editorial team and to manage events. The charity pays for world-class harmonica players to perform and teach at its events, mainly at less than the market rate as the chosen performers support what we do and want to offer something back. |
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Other
Achievements and Performance
| SORP ref | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Membership HarmonicaUK seeks to make membership as affordable as possible. For the 20th year in succession, annual membership subscriptions have been maintained at the same low level, set in 2002. Subscription rates for young people under 18 yrs are 50% of the full rate, however children attending any HarmonicaUK physical events have to be accompanied by their responsible adult. With the agreement of the trustees the membership secretary can use discretion to reduce the membership charge in cases of financial hardship. As at 31st March 2022, HarmonicaUK had 565 England and Wales members. There was an increase in global membership, due to a move towards online activities, resulting in 792 total members. Educational and Social Opportunities During lockdown HarmonicaUK began conducting twice weekly virtual events. The weekly coffee morning proved to be a lifeline for members during lockdown and have continued to offer a true sense of support, care and friendship is demonstrated each and every week. Online workshops and opportunities for members to play together have continued with a monthly basis with an open mic session that allows our members to enhance their own skills whilst in a supported environment. In 2022, HarmonicaUK returned to physical festivals after a period of online festivals. The Chromatic Festival was held in June 2022, with a focus on the chromatic harmonica, which is often less played and represented than diatonic harmonicas. This featured performance and workshop sessions with top international and local players. Our main festival was held in October 2022,and again |
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featured a line up of top international players providing performances and workshops. Attendees were also given opportunities to play and perform together. During the festival we announced and introduced our “ambassadors”. These are top players who represent diverse members of society and will help promote harmonica playing, to all ages, ethnicity and genders. Harmonica World Magazine Four issues of Harmonica World were distributed to members during 2022-23. Harmonica World is a magazine which is highly regarded by members and artists. The magazine contains articles and information on events, history, playing techniques and the latest developments in the harmonica world. It attracts advertisers whose sponsorship helps to sustain publication of the magazine. Website The charity’s website is key for providing information about events and other news to our members, and is maintained by volunteers in the communications team. The same team also maintains a good social media presence which is as accessible as possible. Information is provided about upcoming events, links to harmonica sales, repairs and tuition, and membership application and renewal forms. Harmonica Health & Well-Being The concept of harmonica playing and the benefits for improving quality of life in relation to health and wellbeing is now recognised worldwide. The charity continues to monitor and support developments in this area and these are reported in the magazine.
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set Performance of fundraising Para 1.41 activities against objectives
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set Investment performance Para 1.41 against objectives Other
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity made a profit £274 in the year. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The policy is to hold sufficient monies to enable the charity to continue to function in the event of a significant drop in either subscription income or event ticket sales. |
| Amount of reserves held | Para 1.22 | £22,491 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | There are none. |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Membership subscriptions Festival ticket sales |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | The charity holds no investments. |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
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Structure, Governance and Management
| Description of charity’s trusts: | ||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated Association |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Election |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | Trustees are required to serve on the management committee before being nominated. After a satisfactory period, they will be nominated and elected by the members at a subsequent AGM. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works. |
Para 1.51 | |
| Relationship with any related parties. |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | HarmonicaUK |
|---|---|
| Other name the charity uses | formerly National Harmonica League |
| Registered charity number | 1131484 |
| Charity’s principal address | 114 York Road |
6
Broadstone Dorset BH18 8EX
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|
|---|---|---|---|---|
| 1 | Phil Leiwy | Treasurer | ||
| 2 | SuzyColclough | Communications | Started 21/10/22 | |
| 3 | Dave Hambley | Membership Secretary |
Ceased 21/10/22 | |
| 4 | Barbara Tate | |||
| 5 | Davina Kay Brazier | Previous Secretary |
Ceased 21/10/22 | |
| 6 | Gene Myers | Started 21/10/22 | ||
| 7 | Sam Wilkinson | Ceased 21/10/22 | ||
| 8 | Pete Hewitt | Previous Chair | Ceased 21/10/22 | |
| 9 | BarryElms | Current Chair | ||
| 10 | Simon Joy | Current Secretary |
||
| 11 | Andrew Hardy | Started 21/10/22 | ||
| 12 | Richard Taylor |
Corporate trustees – names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
| Description of the assets held | None |
|---|---|
| in this capacity | |
| Name and objects of the | N/A |
| charity on whose behalf the | |
| assets are held and how this |
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| falls within the custodian charity’s objects |
|
|---|---|
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
N/A |
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) | ||
|---|---|---|
| Full name(s) | Barry Elms | Simon Joy |
| Position (eg Secretary, Chair, etc) |
Chair | Secretary |
| Date |
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Ha�����ca UK: Acc����� ��� ��e Yea� E�ded 31 Ma�c� 2023
I�c��e a�d E��e�d����e Acc����
| Yea� | Yea� | Yea� | Yea� | %a�e | ||
|---|---|---|---|---|---|---|
| E�ded | E�ded | c�a��e | ||||
| 31-Ma� | 31-Ma� | |||||
| 2023 | 2022 | |||||
| � | � | � | � | � | ||
| I�c��e: | ||||||
| Subscriptions | 14,322 | 14,217 | 1% | |||
| Festival and events | 24,202 | 5,476 | ||||
| Sale of advertising | 2,652 | 1,688 | 57% | |||
| Donation | 200 | 0 | ||||
| Interest received | 19 | 1 | ||||
| T��a� ��c��e | 41,395 | 21,382 | ||||
| E��e�d����e: | ||||||
| Festival and events | 27,735 | 5,391 | ||||
| IT, website, Zoom | 1,605 | 4,187 | -62% | |||
| Magazine printing and despatch | 8,937 | 10,350 | -14% | |||
| Bank fees | 1,269 | 0 | ||||
| Committee expenses | 1,151 | 859 | ||||
| Federation of festivals | 224 | 190 | ||||
| Charitable gifts, expenses | 200 | 195 | ||||
| T��a� e��e�d����e | (41,121) | (21,172) | ||||
| S������/(de��c��) �� ��c��e ��e� e��e�d����e | 274 | 210 | ||||
| Balance of funds brought forward on 1 April 2022 | 22,217 | 22,007 | ||||
| Balance of funds carried forward on | 31 March 2023 | 22,491 | 22,217 |
09/08/2023
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NHLAccts2223
Ha�����ca UK: Acc����� ��� ��e Yea� E�ded 31 Ma�c� 2023
Ba�a�ce S�ee� a� a� 31 Ma�c� 2023
----- Start of picture text -----
Yea� Yea�
E�ded E�ded
31-Ma� 31-Ma�
2023 2022
� � � �
C���e�� a��e��
Debtors 900 640
Prepayments 600 0
Paypal account 15,355 11,448
Deposit account 10,000 10,000
Current account 8,343 9,237
Cash 374 454
35,572 31,779
C���e�� ��ab�����e�
Creditors- prepaid subscriptions, festival fees (13,081) (9,562)
Ne� a��e�� 22,491 22,217
Represented by:
Ge�e�a� ���d� 22,491 22,217
Signed:
Phil Leiwy - Treasurer
Date: 09-Aug-23
----- End of picture text -----
09/08/2023
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NHLAccts2223
Ha�����ca UK: Acc����� ��� ��e Yea� E�ded 31 Ma�c� 2023
N��e� �� ��e Acc�����:
B�ea�d��� �� �e����a� ��c��e a�d e��e��e�
| I�c��e E��e��e� S������/(de��c��) |
A���a� C����a��c T��a� Fe����a Wee�e�d � � � 15,156 9,046 24,202 (18,252) (9,482) (27,734) (3,096) (436) (3,532) |
|---|---|
We made a surplus of income over expenditure of £274 compared to a surplus of £210 in the previous year
Subscription income is unchanged from the previous year.
Festival income and expenses are much higher because there was only a virtual festival in October 2021 so there were almost no income nor expenses.
As analysed above, the annual festival made a loss of £3k, which is historically low. The chromatic weekend made a small loss of £436
Advertising income is up by over 50%, reflecting a recover of advertising as a result of the improved magazine and the efforts of Keith Parker in selling space.
Magazine costs are down by 14%, reflecting a reduced number of issues from 6 down to 4, but also reflecting higher print and design costs.
IT costs were down two-thirds due to the fact that in 2022, we had large set up costs transforming the website and automating membership & ticketing.
We made a gift to fund a mental health and harmonicas symposium at Harpin' By The Sea
We received a generous donation from one long serving member.
Overall, funds increased by 13%.
09/08/2023
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NHLAccts2223
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees Charity Name Harmonica UK On accounts for the year 31st March 2023 Charity no 1131484 ended (if any) Set out on pages 1 to 3 (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended DD / MM / YYYY 31 / 03 / 2023. Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent [The charity’s gross income exceeded £250,000 and I am qualified to examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed body]]. Delete [ ] if not applicable.
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:
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the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 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.
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.
- Please delete the words in the brackets if they do not apply.
Signed: Date: 11/08/2023 Name: Darren Lampon Relevant professional FCCA Chartered Certified Accountant qualification(s) or body
Oct 2018
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IER
(if any):
Address: 6 Bute Drive, Highcliffe Christchurch, Dorset BH23 5LE
Section B Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
Oct 2018
2
IER