**Annual Report and Accounts For the financial year ended 31st August 2021** **www.ohmi.org.uk** The OHMI Trust 29 Woodbourne Road, Harborne, Birmingham, B17 8BY **admin@ohmi.org.uk Charity number 1143623** � � ## **Annual Report and Accounts** For the financial year ended 31st August 2021 � � � ## **Contents** ## 2021 OHMI Competition Team (L-R) Dr Stephen Hetherington MBE, Rachel Wolffsohn, Melissa Johns, Dr. Clarence Adoo MBE, Dr Andrew McPherson |**Part One: Our Year in Review**|| |---|---| |Introduction—Messages from the Chair and General|**7-9**| |Manager and OHMI’s impact|| |OHMI Ten Year Timeline|**10-11**| |Our Year at a Glance|**12-13**| |A Review of our Programmes—An overview|**14-19**| |of our work and partnerships|| |Priorities for 2021-22|**20**| |Patrons and Ambassador|**21**| |**Part Two: Financial Report**|**22**| |Funders|**24-25**| |Governance Report|**26-27**| |Financial, Accounts and Reserves Policy|**28**| |Independent Examiner’s Report on the|**29**| |Accounts|| |Income and Expenditure Summary|**30**| � � � � **Part one** ## **Our Year in Review** ## **A message from the Chair** 2021 was OHMI’s tenth anniversary year. OHMI began with a simple idea when I and my friend and co-trustee, Martin Dyke, committed to working on it part-time, but it very soon became apparent that the task was enormous. Finding or creating musical instruments that make it possible for people with physical disabilities to participate fully in music-making was always going to be a slow and complex process. Since then, the Trust has made huge progress, continually expanding the range of available instruments, developing partnerships with instrument makers around the world, and working directly with disabled people. From mature and experienced musicians who may have suffered an injury or disabling illness, to primary school children with their first experiences of a musical instruments, OHMI has changed lives and opened new ambitions. There are now four strands of our work: the procurement of instruments through the biennial international competition and commissions to instrument makers; teaching through OHMI _Music-Makers_ and Primary School Whole Class Tuition; research, led by the OHMI Research Partnership - a collaboration with Queen Mary University of London and Birmingham City University; and the always difficult task of raising awareness. Each needs dedicated time, effort, and of course, funding. This already sounds a lot, but when measured against the growing demand for our work, it is just a beginning. As we look back ten years, there is certainly a great deal of which to be proud. But it is the next ten years that are now in our minds. Lord Nash, speaking in the House of Lords, once description OHMI as “extraordinary and pioneering”. If we are to achieve all our ambitions, we must honour that compliment. Dr Stephen Hetherington MBE � � � ## **A message from the General Manager** The last year has been another period of adaptation for OHMI. When we started our new financial year in September 2020, it was with the expectation that face-to-face meeting and teaching would quickly resume. The lockdown in early 2021 meant that was not the case, and a large proportion of our teaching, assessments, and raising awareness of OHMI’s work with practitioners and musicians across the world, continued online. We may have spent longer than we would have hoped online but it gave us pause for thought on how the virtual and actual might be blended together in future. And so, for the first time, we planned a Competition Awards Ceremony that would bring together a live audience with a live-streamed one, allowing the OHMI community across the globe to join in the celebrations. Of all the work we undertake – and it is certainly diverse! – the area where I personally derive most satisfaction is when one of our musicians takes receipt of an instrument or where I get to hear firsthand the impact OHMI has on disabled musicians. As well as through our instrument hire and teaching programmes, we’re certainly making a difference through the OHMI Research Partnership. There have been two particularly exciting projects over the last twelve months – one which involved designing a one-handed digital Violin, and the other the exploration of factors that affect participation in music lessons, by children and young people with physical impairments, in schools. Of course, the only way in which we can continue to make an impact is with the support of our funders, donors and fundraisers. All the support is very gratefully received and will help our organisation expand over the coming year so that we can support more individuals to participate fully in musical life. ## **How We’re Making an Impact** OHMI’s impact is best assessed by speaking to the musicians who have benefited from our instruments and from our teaching. Over the past twelve months, we have invested in gathering these stories and presenting them on our website and social media channels. Our musicians can be found across the UK and in some cases, even as far afield as the US and Australia. The needs of each individual might be quite different to the next, but their desire and determination to play their musical instrument of choice is common to all. Here’s how OHMI is making a difference: “The success of the IAMM project can be measured by the sheer joy on a child’s face when they are able to join in with their classmates.” Kate Bickerdike, teacher from Northamptonshire “My ultimate ambition is to perform a piece in public, perhaps even with an orchestra. Being involved in this project puts me firmly on track to continue my learning and to achieve my goal.” Marylouise McCord, performer from Northern Ireland “When I had my stroke, I wrote off being able to perform but OHMI has provided really excellent support, at a time when I most needed it. Thanks to them, I have the opportunity to play in my local pub on open-mic nights and am able to fully participate in music-making.” Rachel Wolffsohn Gareth Churchill, performer from Cardiff �� � �� � OHMI Celebrating 10 Years of Helping Physically Disabled People Make Music RECOGNfnoN IN RTH OFOHMI MiJSIC-MAKERS LAUKH TWots￿[Ste[fft La￿￿ C{C￿mrS emjai frrtMu5f-I te￿hIr0 rAcl n rrTKvj￿rn, in i* SeNKesfrM E￿tiOn Lytheir d]￿bi￿rY to 191J 2Q14 2Q14 1015 OUR FIRST PATRON 3.YEhJl FUNIXNG SECURED OUR NEW PATRONS Ali4?r s3￿0M OOE ianE Evelyn -IOHML 300 INSTRUMENTSAND COUNllNG... COMMrrM￿To RESEARCH OUR FIRSTCONFERENCE FIRST INSTRUMENT FOR HIRE OHMI'S Irthb[￿tt Hire .￿MI itsfirstccrfer LE t￿￿￿C￿MI.: frteve¥KstrumerrthYer. J)0 ￿strum￿rtSand kMece5 It: tokm) 2919 2016 2015 WEARE 101 LAUPKH OF LAMM MUSIC.MAKERS EXTENDED OHMI cel￿￿tes1￿￿th￿￿￿sary. Altera hL￿￿sL￿￿ pl￿* prograrT¥TE kIL￿-m￿ Q4MMI /l/l/lli OHMI fOHML ptsrythCreatsE yu.￿ io Er￿m￿Tel￿￿ ng Ir www.ohrni.org.uk ## **Our Year at a Glance** **----- Start of picture text -----**
SEPTEMBER OCTOBER NOVEMBER
Instruments delivered to The conclusion of the We were invited to a round
Nottingham Music Service as Accessible Instruments table discussion with members
part of the IAMM project Challenge—8 teams working of Brass Bands England to
funded by Arts Council on challenges including one- discuss how their activities
England. handed recorders, clarinets, could be more accessible and
bagpipes, and trombones. inclusive.
DECEMBER JANUARY FEBRUARY
The first series of festive We visited all our OHMI Teachers from the City of
videos from the OHMI Music- Music-Maker online lessons to Cardiff and Vale of
Makers were presented on our find out how the students were Glamorgan music service were
website. progressing. presented with information
about inclusive Whole Class
Ensemble Teaching options.
MARCH APRIL MAY
OHMI’s new website was The first batch of instruments The 2021 OHMI Competition
launched! and equipment were delivered shortlisting took place. Results
to Northamptonshire Music will be announced in
and Performing Arts Trust. September 2021!
JUNE JULY AUGUST
Dr Andrew McPherson joins A new method for assessing Final plans come together for
the OHMI Board of Trustees. the needs of students was OHMI’s Tenth Anniversary
trialled in the IAMM project. Celebrations and Competition
Everyday classroom objects Awards Event to be held at
were used instead of Aston University.
instruments!
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�� �� �� �� ## **A Review of our Programmes** The OHMI Trust's driving objective is **to remove the barriers to music -making faced by people with physical impairments** . Very few musical instruments can be played without ten highly dextrous fingers. This denies unlimited and undifferentiated participation in musical life to those with congenital disabilities, as well as the millions who may have been injured, suffered a stroke, or amputation, developed arthritis or for whatever reason lack the full strength and control of their upper limbs. Yet the primary barrier to playing music is not disability but the absence of suitably designed instruments. The OHMI Trust deals with this problem through four main areas of work: **----- Start of picture text -----**
INSTRUMENTS TEACHING
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RAISING AWARENESS RESEARCH
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## **Instruments** The OHMI Competition remains our primary source of instruments. In order to allow additional time for our instrument makers and designers whose workshop time had been disrupted by Covid, we extended the original 2020 Competition deadline into 2021. We were once again delighted by the quality of entries received from across the world. The OHMI Instrument Hire Scheme continued to expand its provision of adapted instruments and equipment, with a further 15 new instruments and equipment added in 2020/21. Amongst their number was the P-bROCK digital Bagpipe Chanters made by Dr. Duncan Menzies, which was a winning entry in the Playable category of the OHMI competition in 2017. As part of our IAMM (Inclusive Access to Music-Making) programme (which we run in partnership with Nottingham Music Service and NMPAT), we have delivered the following instruments: |**Equipment provided**|**Number**| |---|---| |Non-wind based clarinet|1| |Clarinet stand for standard instrument|2| |One-handed clarinet and stand|2| |iPad and Pocket Pet Trumpet app|3| |Trumpet stands|7| |Bow holders|7| |Artiphon|8| |Guitars with straps|9| |Ear Defenders|29| �� �� �� �� ## **Teaching** Teaching of existing OHMI _Music-Maker_ students has continued unabated over the last year. Each participant in this programme receives a weekly, individual 30-minute lesson with a specialist local teacher. The use of video technology has allowed us to visit each of our students in their online sessions. Our students showed great resilience in accepting this change to their lessons, and many undertook exams via video. Embracing online communication in this way has also allowed the students to send their performances, not only to us, but to other members of their family and friends. The perfect opportunity to showcase the progress they’re making on their musical journey! We took full advantage of our students’ enthusiasm to perform in this way by inviting them to submit their festive performances during a challenge in December 2020. Thanks to the generosity of Services for Education, Birmingham’s music service, one of our students received sponsorship to take part in the National Orchestras for All programme. As a result, he was able to continue his participation in their activities remotely. ## **Raising Awareness** The Covid pandemic made it difficult to meet our musicians and all others interested in OHMI’s work, in person. Nevertheless, we had the opportunity to present, explain and exhibit OHMI’s work online through a number of activities. Here is a small selection of the organisations we met with: - Musedu, a Viennese based organisation supporting music education - IAMM Accessible Instruments Challenge showcase - In-Service Training with Encore Enterprises, Herefordshire’s music service - Brass Bands England Disability Round Table Discussion meeting - In-Service Training with City of Cardiff and Vale of Glamorgan Music Service - Headway Solihull and Birmingham Service Users The IAMM programme continued through the 2020-21 academic year and was expanded to include Northamptonshire schools, in addition to Nottingham City schools. Despite all the Covid-related restrictions, we had an impressive response to the questionnaires, which were sent to all primary schools in each area. In the summer of 2021, we prepared for the 2021-22 academic year by meeting students that had been identified by schools in a video call. Our aim was to test their range of movement, weight bearing ability, fine motor control and embouchure. If this approach proves to be successful, it will allow OHMI to support more students from a broader geographical area; and with the added benefit of a much smaller carbon footprint! - Warwick University Mechanical Engineering student team Blog post on Musedu’s website September 2020 �� �� �� �� ## **Research** The OHMI Research Partnership (ORP) was launched in 2019. It is a collaboration between the OHMI Trust, Queen Mary University of London, and Birmingham City University. ORP’s purpose is to form new research partnerships, on subjects relating to music and disability, with universities, researchers, musicians, educators, sociologists and instrument makers globally. Dr Jacob Harrison, Director of the ORP Its research areas include: - Instrument Design and Adaptation - Music Education - Policy Issues and Social Impacts ORP’s support included funding a six-month placement of PhD student Alex Lucas at Sonic Arts Research Centre (SARC), Queen’s University Belfast. The project explored co-designing a one-handed digital violin with disabled musician Marylouise McCord. Funding of £3k, secured from the Radcliffe Trust, will support a pilot study contributing to the ‘First Barriers to Music Education’ research project. The outcome of this pilot study will support further applications for larger scale research on this topic. The ORP continues to be active in applying for funding opportunities, and expects to benefit from its efforts in this area in the next financial year. http://www.ohmirp.org.uk/ ## **Partners** The OHMI Trust currently collaborates with the following organisations: �� �� �� �� ## **Priorities for 2021-22** Priorities for the year ahead will focus on the four key strands of our work, as well as raising funds: ## **INSTRUMENTS** ## **TEACHING** - Continue the IAMM projects - i n N o t t i n g h a m a n d Northamptonshire and look to expand this programme to a third Music Education Hub · Use the data from these projects to prove need and then introduce the project in other regions of the UK - Work with the 2020-2021 OHMI Competition Award winners to make their creations available through OHMI’s Instrument Hire Scheme - Expand the Instrument Hire Scheme in any other way possible - Obtain follow-on funding for the introduce the project in other Accessible Instruments Challenge regions of the UK · - to allow the appointment of a Continue our support of Project Manager and purchase of individual students through our necessary materials and resources, _Music-Makers_ programme in order to make access to the onehanded clarinet more affordable ## **RESEARCH** ## **RAISING AWARENESS** - Leave no stone unturned in pursuing funding for our research proposals - Continue to raise awareness of the barriers to music-making faced by people with an upper limb difference or weakness, and to offer solutions on how these issues might be overcome - · Ensure engagement with professionals across the board who are allied to music education, health, instrument making and music technology - Develop new research partnerships in subjects relating to instrument design and adaptation, music education, policy, and social impact - Gain leverage from the knowledge and connections of our Board of Trustees ## **Patrons and Ambassadors** Our thanks go to our Patrons and Ambassadors for their ongoing support of the work of the OHMI Trust: **John Harle and Alison Balsom OBE** **----- Start of picture text -----**
Dame Evelyn
Glennie CH,
DBE
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Nicholas
McCarthy
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Nicola McLaughlin, OHMI Trustee,
accepting a donation from Oakwood School
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## **Funders** We rely on financial support from many grant-making organisations to make our work possible. In 2020-21 we were very grateful to receive support from: **Birmingham Bodenham Trust George Henry Collins Trust GJW Turner Trust Grantham Yorke Trust Limoges Charitable Trust Lord Austin Trust Marsland McAdoo Charitable Settlement Rainford Trust WED Charitable Trust** We would like to thank each one for their invaluable contributions to the work of the OHMI Trust. We would also like to thank those organisations who have chosen to support OHMI as their ‘Charity of the Year’. Organisations include: **Barton Music Makers** **Oakwood Preparatory School** ���� �� �� **Trustees, Management and Governance** ## **Governance** Charity Number: 1143623 Postal address: c/o Tyndallwoods Solicitors 29 Woodbourne Road Harborne Birmingham B17 8BY Telephone 07849 726309 ## **Trustees:** Dr Stephen Hetherington MBE Martin Dyke Nicola McLaughlin Blake McLaughlin Ruth Lester OBE, FRCS Prof Martin Fautley Dr Andrew McPherson (appointed June 2021) ## **Patrons:** Alison Balsom OBE John Harle Dame Evelyn Glennie CH, DBE ## **Ambassador:** Nicholas McCarthy The OHMI Trust was formed by a declaration of trust on 20[th] May 2011. There must be at least two Trustees. They are appointed for a period of 2 years by a resolution of the Trustees passed at a special meeting. In selecting individuals for appointment as Trustees, the Trustees must have regard to the skills, knowledge and experience needed for the effective administration of the Charity. Trust meetings take place at least once a month, with management staff present and others as necessary. Given the small size of the organisation, meetings cover trust business, governance, and management. In practice, communications between Trustees and the management team are daily. Core topics in these communications include a full range of reports on progress of the Trust’s work, financial and budgetary matters, and the quality of our work. OHMI Staff and Trustees (L-R) Dr Jacob Harrison, Tim Low, Martin Dyke, Nicola McLaughlin, Dr Stephen Hetherington MBE, Rachel Wolffsohn, Blake McLaughlin, Ruth Lester OBE FRCS, Dr Andrew McPherson �� �� �� �� ## **Financial, Accounts and Reserves Policy** The reserves policy of The OHMI Trust states that it must hold at least 3 months’ core funding, which currently equates to £30,000. Additionally, the Trust’s policy remains that no work can be undertaken until it is fully funded in advance. This policy consequently requires a reserve fund so that early exploratory work and fundraising itself can be undertaken. It is an aim of the Trust to grow the reserve fund as work progresses. That policy also results in apparent cash surpluses as funds are raised before being expended over the life of each project. These funds are, though, reserved. ## **Objects of the OHMI Trust:** 1. To advance and enable the creation of musical instruments: - a. that can be played by people with a range of physical disabilities. - b. that are capable of fully and accurately emulating a traditional musical instrument to enable disabled individuals to enjoy undifferentiated participation in music-making. 2. To advance and enable these objectives by: - a. providing and assisting in the provision of appropriate facilities and funding. - b. the creation of partnerships with existing institutions and organisations, both in Great Britain and internationally. - c. bringing together different kinds of creative people. - d. creating a competitive environment to promote the research and development of such sophisticated musical instruments. - e. other such means as may be determined from time to time by the Trustees subject to the prior consent of the Charity Commission for England and Wales. �� �� �� �� OHMI Income and ExpenditureAccount Year Ended 31108121 Income LknreStr￿ed £ 40,146.95 9.914.55 R￿tr￿tal £ 10,379.92 85,997.16 Totsl£ 50,526.87 95.911.n Donations CharitiL Voluntary Receipts 50.061.50 96,377.08 146.438.58 Promotional Events other Fundraising 1525.16 1525.16 1,525.16 1,525.16 Total Income 51586.66 96,377.08 147,963.74 Expenditure Competition/conference Promotion Travel Administration Instrumental Hire Scheme OHMI Research Partnership OHMI Music Makers 1,995.68 9A29.93 742.50 1,995.68 9,429.93 742.50 5A02.69 167.66 5,402.69 167.66 9,375.00 9,375. 32,986.15 9,420.54 RS.194.n 32,986.15 9n.02 InstrumentAcquisition Inpliiswp tn Miifiir-MAkinB ? 8A49.52 25.192.n? Total Expenditure 25562.98 69,150.20 104,n3.18 Net tYK>vement in lund5 16J)23.68 27226A8 43.250.56 Fund5 a5 at 1st Septem&Er 2020 39,902.96 46516.93 86,419.89 Fund5 carr￿d forward at 315tAugu5t 2021 55J26.64 73.744.81 129.670A5 OHMI Balan￿ Sheet as at 31108121 u￿r￿triCtLY1 £ R￿trIcIal £ Totsl £ Cash at Bank 57,680.89 73,743.81 131,42&k70 Debtor5 Creditor5- Expens￿ to be reimbursed Refundable depo￿tS 11.65 11.65 5.90 5.90 1,760.00 1,760. Net A55ets 55J26.64 73.743AI 9.670A5 Represented by.. Fund5 55J26.64 73.744.81 129.670A5 30 OHMI _Music-Maker_ with his grade certificate for recorder playing, achieved with a onehanded instrument **----- Start of picture text -----**
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