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2023-08-31-accounts

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Annual Report and Accounts For the financial year ended 31st August 2023

www.ohmi.org.uk The OHMI Trust 29 Woodbourne Road, Harborne, Birmingham, B17 8BY admin@ohmi.org.uk Registered Charity England and Wales: 1143623 Scotland: SC052047

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Annual Report and Accounts

For the financial year ended 31st August 2023

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Our Year at a Glance 6

Contents

- OHMI Music Makers performing together at an ensemble day in Herefordshire

Part One: Our Year in 6 Review

Part One: Our Year in
Review
Our Year at a Glance		 6
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Messages from the Chair and General 8
Manager
A review of our programmes 10
Priorities for 2023-24 16
Thank you to Dr Stephen Hetherington 17
How we’re making an impact 18
Patrons and Ambassador 19
Part Two: Financial Report 20
Funders 20
Governance Report 22
Financial, Accounts and Reserves 24
Policy
Independent Examiner’s Report on the 25
Accounts
Income and Expenditure Summary 26

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Part One: Our Year in Review

SEPTEMBER OCTOBER NOVEMBER OHMI’s first musicOHMI led workshops for Hackcessible is launched making sessions children with upper limb at Sheffield University. delivered at Headway differences at the Reach OHMI’s challenge was to centres, for adults with Annual Family Weekend create a drum kit pedal acquired brain injuries. in Warwickshire, solution for a child with Duchenne’s Muscular Dystrophy. DECEMBER JANUARY FEBRUARY The first ever 3D printed OHMI took examples of a A ‘Try It Day’ was held in one-handed clarinet is range of adapted Tower Hamlets for shown to Martin Fröst, instruments and children with physical Swedish clarinettist and equipment to a impairments to explore a conductor, at the Lancashire Music range of musical Wigmore Hall in London. Service event, focussed instruments and see on children with Special some of the activities at Educational Needs. THAMES. MARCH APRIL MAY One-handed recorders The launch of OHMI’ s OHMI presents used for the first time at first training course in opportunities for children London’s iconic Royal partnership with in primary schools to the Albert Hall. Birmingham City Primary School Teacher University on how to network, both in person assess the needs of and online! physically disabled children. JUNE JULY AUGUST International recorder We were busy assessing Two OHMI students took influencer and player the needs of students part in the National Sarah Jeffery features prior to whole class Orchestra For All the one-handed recorder ensemble tuition programme, held at on her YouTube channel. beginning in September. Royal Birmingham Every day equipment is Conservatoire used to test physical movements on a video

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A message from the Chair

2022-23 marked something of a watershed for OHMI, with the retirement - at least from active service as a trustee - of our Founder, Stephen Hetherington. Much of the year was spent in preparation for this, to ensure effective continuity for the charity as it moves into its next phase of operation. I was honoured to be asked to join Stephen as co-chair in summer 2023 and to succeed him when he formally stood down in September, taking on his new title of Founder and Chairman Emeritus.

Stephen leaves big shoes to fill. OHMI would not exist at all without his vision of ensuring fair and equal access for musicians with physical disabilities or impairments, and his determination not to settle for second-best or lowest-common-denominator solutions. While he would be the first to say that there remains significant work to do, there are musicians today who would have been totally excluded - from meaningful music making were it not for Stephen's inspiration and hard work, and the music and disability communities owe him a great deal.

Among Stephen's achievements has been building a trustee board with a broad range of relevant expertise to steer the charity forward in his absence. We come from academia, public service and the law. We bring with us lived experience of disability, and professional expertise in music education, engineering and charity governance. And we all share Stephen’s goal of achieving fairer - and more equal access to music making.

We are supported by a dedicated staff team, led by our excellent General Manager, Rachel Wolffsohn. As this report shows, they have been working extremely hard this year to support OHMI’s existing beneficiaries and to expand our work further. On behalf of the Trustee Board, I want to record our thanks to Rachel and the rest of the OHMI staff team for their tireless work this year and their firm commitment to our cause.

Clare Salters

A message from the General Manager

2022-23 was a year of preparation for significant change, while building on the many good things that had been developed over the past eleven years.

Our founding trustee and chair, Dr Stephen Hetherington MBE, was set to leave us at the end of the reporting year, and a key focus for the year was preparing to pass on the baton. We pay tribute to his vital contribution to OHMI in this report and remain committed to pursuing his vision in the years to come.

The day-to-day work of the organisation continued to expand as more individuals and organisations became aware of the needs of people with disabilities and the opportunities that exist. We were delighted to have the support of some key people in sharing our work with new audiences. For example, Sarah Jeffery produced a brilliant YouTube video where she explored and demonstrated the - capabilities of the one handed recorder, and our interview with - Martin Fröst helped publicise the one handed clarinet, including the new 3D printed version.

We had scalability firmly in our mind in our work with schools throughout the year, including building and testing online systems. The first will allow schools to identify students who might need adapted equipment in their whole class teaching and the second will be available to anyone to identify the options for their own physical impairment(s) or a specific instrument. We hope these will be available in the very near future.

Certainty that funding is in place for the long term is vitally important to our small charity. A significant funding award from the Paul Hamlyn Foundation will support the work of the OHMI Music Makers programme over

the next three years, including the appointment of our first-ever full-time OHMI Music-Makers Manager.

Rachel Wolffsohn

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A Review of our Programmes

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INSTRUMENTS TEACHING
RAISING AWARENESS RESEARCH
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Instruments

Research has continued unabated into - the creation of more affordable one handed recorders and clarinets using 3D printing. Both instruments have been - incredibly well received and we’re looking forward to ramping up production and making the instruments available to a much wider audience through the OHMI Instrument Hire Scheme.

Our Instrument Hire Scheme also received a significant boost thanks to the legacy of Neill Duncan. Neill, - a world renowned saxophonist from - New Zealand, was a long term friend and supporter of OHMI. When he lost his arm following a sarcoma diagnosis, his friends and family crowdfunded the investment needed for a one-handed saxophone. Our Instrument Hire Scheme proudly boasts two new - additions of the one handed saxophone. We offer our sincere thanks to Neill’s wife Naomi, for helping fulfil Neill’s wishes in this regard.

Neill Duncan and Maarten - Visser, FluteLab NL (credit Naomi Parry)

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Teaching

Our main vehicles for teaching throughout the year were through - our OHMI Music Maker programme (which offers children a - weekly, individual 30 minute lesson with a specialist local teacher) and the IAMM programme. Arts Council England’s decision not to award Creative United with continued NPO status has led to this important partner stepping back from the consortium. We would like to thank Creative United for all their support over the last three years and wish them all the best for the future. The work of the IAMM programme will continue under - the title OHMI Music Makers Whole Class.

Teacher training too is an important - piece of the jigsaw. Our one day CPD course in partnership with Birmingham City University offers very practical ways for teachers to assess the needs of children in their music service and it was great to meet representatives from music services that had not previously worked with OHMI.

A teacher exploring the kit we use to analyse the physical needs of children.

Our individual lessons continue to expand in the variety of instruments and locations we are working in. We hope that it will become a natural

progression route for students who start their musical journeys in the Whole Class programmes. We were delighted to be able to - bring many of our individual Music Makers together for an ensemble day in Hereford. It was great for each of them to meet others who played similar instruments!

Raising Awareness

Having the opportunity to present, explain and exhibit OHMI’s work either in person or online is the perfect way to showcase our work and the capabilities of our instruments.

Here are a small selection of the organisations and people we met with over the year.

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Research

The OHMI Research Partnership (ORP) is a collaboration between the OHMI Trust, Queen Mary University of London, and Birmingham City University. The 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.

Arts and Humanities Research Council funding

Funding has been secured through AHRC to hold networking events over the next two years to create new connections of people working in the spheres of music, disability, education and instrument making.

Other research projects

OHMI has also partnered with others to bring instruments from concept design to prototype to finished product. Over recent months, we have worked with the charity DEMAND to design and manufacture a tenor horn / euphonium stand.

IAMM evaluation

Birmingham City University was commissioned by OHMI to evaluate the IAMM programme and explore the lived experiences of IAMM participants as well as the effectiveness of IAMM’s overall programme of support with regards to improving - parity of access to music making in WCET classes. The research, led by Emma Nenadic, Dr Elizabeth MacGregor and Nikki Booth can be read on the OHMI website at https://bit.ly/ - IAMM2022 23

Partners

The OHMI Trust currently collaborates with the following organisations:

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Thank You to Stephen Hetherington

Priorities for the year ahead will focus on the four key strands of our work, as well as raising funds to make this work possible:

Instruments

Raising Awareness

Teaching

Research

Charities are about more than the ideas of a single person, but the OHMI Trust would never have existed without the inspiration and determination of Stephen Hetherington. His decision to stand down as Chair, just after the end of the reporting year, marks the end of an era. Although his departure occurred after the end of the

reporting period, we wanted to pay tribute to him in this report, reflecting the enormity of his contribution to the charity. Reflecting on this new chapter for the charity, Stephen said,

“ The OHMI Trust is now in its 12th year and going strong. So much so that our work has changed from the particular challenges we faced at its conception into the current management of a maturing and burgeoning organisation. We have now over 300 instruments and pieces of equipment (and growing), we work with over 600 schools and many adults both in the UK and overseas, while our research collaborations are ever-widening.”

“There is still a very long way to go, but OHMI is now firmly established and with a strong and experienced board. With all this in mind, I have decided that it is time for me to step aside to allow new energy and ideas to carry forward the trust’s work. What was needed to bring OHMI into fruition and gain firm acceptance in the musical world, now requires difference skills for its continuing development. I will, of course, remain active and fully supportive of the Trust’s work as “Founder and Chairman Emeritus”, but without responsibility.”

Stephen, whom we are delighted to retain a connection with through his new role of ’Founder and Chairman Emeritus’, is succeeded in the role of OHMI Chair by Clare Salters, who joined the Trustee Board in early 2022. A former civil servant, Clare also has considerable experience working in the field of music and disability, with several students currently learning on OHMI instruments.

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How we’re Making an Impact

OHMI’s impact is best assessed by speaking to the musicians who have benefitted from our instruments and from our teaching, and from those within the music industry who advocate for the rights of disabled musicians.

Here’s how OHMI is making a difference:

“If this instrument could sound as good as a normal clarinet, then people will get so inspired and want to continue with it.”

Martin Fröst, Swedish clarinettist and conductor

“The value of OHMI's Instrument Hire Scheme is that you can really get to know an instrument - at little financial cost, and with the opportunity to take the time to determine if it's really right for you.”

Brian Condon, hirer of the Chapman Stick (and Artiphon?)

“It was through the OHMI Music-Makers project that I had the opportunity to meet other musicians at the charity’s play along days. OHMI also played an important role in introducing me to National Orchestra for All.”

Rowan, the first OHMI Music-Maker to play the one-handed clarinet.

Patrons and Ambassadors

Our thanks go to our Patrons and Ambassadors for their ongoing support of the work of the OHMI Trust:

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John Harle
and
Alison Balsom
OBE
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Dame Evelyn
Glennie CH,
DBE
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Nicholas
McCarthy
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Part Two: Financial Report

Alison Hillman Charitable Trust

David Family Foundation George Perkins Charitable Trust Grantham Yorke Trust John Avins Trust Limoges Charitable Trust

We have also received many donations from private individuals and would like to thank each one for their invaluable — contributions to the work of the OHMI Trust EVERY penny makes a huge difference to the work we are able to undertake.

We would also like to thank those organisations who have chosen to support OHMI as their ‘Charity of the Year’. Organisations include:

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Governance
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Charity Numbers: 1143623 (England and Wales) SC052047 (Scotland)

Postal address: c/o Tyndallwoods Solicitors 29 Woodbourne Road Harborne Birmingham B17 8BY

Telephone 07491331599

Trustees at the point of signing off the annual report and accounts:

Martin Dyke Nicola McLaughlin Prof. Martin Fautley Prof. Andrew McPherson Clare Salters

Emma Brown Prof. Matthew Wright

Other trustees who served during the reporting year: Dr Stephen Hetherington MBE (resigned September 2023) Ruth Lester OBE FRCS (resigned July 2023)

Trustees, Management and Governance

The OHMI Trust was formed by a declaration of trust on 20[th] May 2011.

The Trust is governed by a board of trustees, who are appointed for their skills, knowledge and experience. The trustees are supported by a small staff team, who manage the day to day work of the charity. Trustees always have regard to the public benefit requirement when taking decisions on behalf of the Trust.

Trust meetings cover trust business, governance, and management. In practice, communications between Trustees and the management team are more frequently. 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.

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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, fully committed.

Objects of the OHMI Trust:

  1. To advance and enable the creation of musical instruments:

  2. a. that can be played by people with a range of physical disabilities.

  3. b. that are capable of fully and accurately emulating a traditional musical instrument to enable disabled individuals -

  4. to enjoy undifferentiated participation in music making.

  5. To advance and enable these objectives by:

  6. a. providing and assisting in the provision of appropriate facilities and funding.

  7. b. the creation of partnerships with existing institutions and organisations, both in Great Britain and internationally.

  8. c. bringing together different kinds of creative people.

  9. d. creating a competitive environment to promote the research and development of such sophisticated musical instruments.

  10. 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.

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OHMI Income and Expenditure Account

Year Ended 31/08/23

Income
Donations
Charities
Voluntary Receipts
Promotional Events
Other Fundraising
Interest
Total Income
Expenditure
Competition
Promotion
Travel
Administration
Instrumental Hire Scheme
OHMI Research Partnership
OHMI Music Makers
Instrument Acquisition
Inclusive Access to Music-Making 3
Depreciation
Total Expenditure
Net movement in funds
Funds as at 1st September 2022
Funds carried forward at 31st August 2023		 Unrestricted £
Restricted £
Total £
32,065.18
371.65
32,436.83
7,682.62
177,963.26
185,645.88
39,747.80
178,334.91
218,082.71
1,995.00
1,995.00
959.27
959.27
126.62
126.62
3,080.89
-
3,080.89
42,828.69
178,334.91
221,163.60
-
-
-
6,935.06
-
6,935.06
2,431.85
2,431.85
13,082.95
52.63
13,135.58
196.79
279.04
475.83
-
-
-
-
44,877.02
44,877.02
317.89
2,502.07
2,819.96
73,259.54
73,259.54
8,567.92
22,964.54
129,538.22
143,934.84
19,864.15
48,796.69
77,228.76
66,836.62
85,233.84
152,070.46
86,700.77
134,030.53
220,731.30

OHMI Balance Sheet as at 31/08/23

Fixed Assets (Note 1)
Cash at Bank
Debtors
Creditors
- Refundable deposits
Net Assets
Represented by:
Funds
Note 1
Fixed Assets
Cost
At 1 September 2022
Additions
At 31 August 2023
Depreciation
At 1 September 2022
Charge for Year
At 31 August 2023
Net Book Value
At 1 September 2022
At 31 August 2023		 Unrestricted £
Restricted £
Total £
-
40,932.40
40,932.40
90,954.56
93,098.13
184,052.69
289.20
-
289.20
697.99
-
-
697.99
-
3,845.00
-
-
3,845.00
-
86,700.77
134,030.53
220,731.30
86,700.77
134,030.53
220,731.30
Instruments
Office Eqpt
Total
£
£
£
35,179.00
1,546.14
36,725.14
25,781.00
1,869.40
27,650.40
60,960.00
3,415.54
64,375.54
14,574.58
300.64
14,875.22
7,895.17
672.75
8,567.92
22,469.75
973.39
23,443.14
20,604.42
1,245.50
21,849.92
38,490.25
2,442.15
40,932.40

Note 2

Accounting Policies

Funds

General funds represent the funds of the charity that are not subject to any restrictions regarding their use and are available for application on the general purposes of the charity. Funds designated for a particular purpose by the charity are also unrestricted. The accounts include all transactions, assets and liabilities for which the charity is responsible.

Fixed Assets

Instruments will be depreciated on a straight line basis over 5 years Office Equipment will be depreciated on a straight line basis over 3 years

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OHMI Music-Maker with her certificate for Grade 2 having taken the exam on a one-handed flute

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