## **Trustees' Annual Report for the period** Period start date Period end date 01 09 2023 31 08 2024 **From To** ## Section A Reference and administration details Devon Youth Jazz Orchestras Association **Charity name Other names charity is known by** DYJO **Registered charity number (if any)** 1148112 **Charity's principal address** 8 Knightley Road EXETER **Postcode EX2 5SR** ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||John Dicker|Chair||| ||Graham Davies|Treasurer||| ||Maria Howell|Secretary||| ||Vanja Svacko|||| ||Chris Haynes|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of adviser**
**Name**
**Address**||| |||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |||| ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document Constitution adopted 12[th] November 2011 - (eg. trust deed, constitution) How the charity is constituted Association - (eg. trust, association, company) Annual elections in November each year at the AGM Trustee selection methods - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** Membership of the orchestra is open to young people between the ages of 11 You **may choose** to include and 19 residing in Devon. additional information, where relevant, about: - The trustees oversee the day to day running of the association. - • policies and procedures There is a Child Protection policy in place and DBS checks are carried out on adopted for the induction and trustees and musical consultants. training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** Jazz education and performance opportunities for young people in Devon. To advance, improve, develop and maintain public education in, and appreciation **Summary of the objects of the** of, the art and science of jazz music in all its aspects by any means the trustees **charity set out in its** see fit, including through the presentation of public concerts and recitals. **governing document** March **2012** **TAR** 2 In planning our activities for the year we kept in mind the Charity Commission’s guidance on public benefit at our trustee meetings. The Association provides a jazz education programme for young people in Devon. The Association organises 8 rehearsal days from September to April and a 3 day residential in the Autumn half term holiday to develop young musicians jazz skills and nurture their self-confidence and social skills. The orchestras perform a number of public jazz concerts every year in Devon and nationally. On a bi-annual basis the Association organises a tour to a foreign jazz festival for players to perform and listen to jazz on an international **Summary of the main** basis. **activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** ## **Additional details of objectives and activities (Optional information)** The DYJO Association offers financial assistance towards DYJO tuition fees on a scaled basis. Financial assistance guidance framework depending on declared income. £0 - £20,000 100% £20,000.01 - £30,000 75% You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. £30,000.01 - £40,000 50% £40,00.01 - £50,000 25% £50,000.01 Only under exceptional circumstances. This scaled framework can be used for guidance when making financial assistance grants. But is only for guidance. Each application for financial assistance is to be discussed by the financial assistance committee and awarded on its merits. The amount of assistance can be higher or lower than the guidance percentage depending on the outcome of the committee's decision. The Association uses self-employed consultants to provide musical expertise, but all other functions are undertaken by volunteers. March **2012** **TAR** 3 Section D Achievements and performance **Summary of the main achievements of the charity during the year** Ran 8 jazz training days of 8.5 hours for 49 young people. Provided funding to cover annual DYJO tuition fees of 2 individuals Provided a 3 day residential jazz course for 40 young people. Took part in the Devon Music Hub Big Jazz Day. Took part in the Devon Music Hub Music for Youth Festival. Performed free public concerts 3 times during the year. Performed 2 concerts for a paying audience Took a party of 35 young people to perform at the Vienne Jazz Festival in France. March **2012** **TAR** 4 ## **Section E Financial review** In line with prior years, part of the total funds are ring fenced as a reserve fund **Brief statement of the** of £12,000 to enable us to operate for a period of time with a minimum **charity’s policy on reserves** membership and no more income than that received from membership income alone. This fund has been increased to £15,000 for the start of the 2024/2025 season to reflect today’s higher costs. **Details of any funds materially in deficit** ## **Further financial review details (Optional information)** Total income for the year was £41,194.05 and total expenditure was £42,760.54. This represents a significant increase in both expenditure and income compared to previous recent years, primarily as a consequence of the Vienne Tour. The income for the Tour was £22,333.13 (comprising tour fee receipts of £20,400 and fundraising income net of hire costs of £1,933.13). The total expenditure for the tour was £22,224.45, a difference of only £108.68 so the tour just broke even thanks to the help of the additional fundraising undertaken in the year. (This is based on allocating all of the fundraising events in year to the tour). ## **Section F Other optional information** The coming year will see continuing efforts to recover from the effects of the COVID epidemic on music making activities. We aim to continue increasing the number of participants in the jazz programme and to develop our outreach work in schools. ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Maria Howell **Position (eg Secretary, Chair,** Secretary **etc) Date** 30/06/25 March **2012** **TAR** 5 |Profit & Loss Report||||| |---|---|---|---|---| |**Devon Youth Jazz Orchestras**|**01-SEP-2023 - 31-AUG-2024**|||| ||**Current Yr**|**Current Yr**|_Prior Yr_|_Prior Yr_| |**INCOME**||||| |**4000 REVENUES**||**182.73**||_626.55_| |4005 Tuck Shop Sales|182.73||_142.36_|| |4025 Concert Fees|0.00||_484.19_|| |**4100 OTHER INCOME**||**3,444.69**||_661.36_| |4115 Gift Aid|1,979.88||_0.00_|| |4125 Bank Interest|318.81||_61.36_|| |4130 Donations|715.00||_600.00_|| |4140 Misc Income|431.00||_0.00_|| |**4300 FUNDRAISING INCOME**||**2,104.63**||_810.00_| |4305 Entrance Fees / Ticket Sales|1,045.00||_400.00_|| |4307 Busking|328.78||_0.00_|| |4320 Misc Fundraising|730.85||_410.00_|| |**5000 MEMBERSHIP INCOME**||**32,795.00**||_9,625.00_| |5001 Member Fee|12,095.00||_8,525.00_|| |5003 Sibling Fee|300.00||_900.00_|| |5004 Reduced Fee|0.00||_200.00_|| |5050 Member Income - Tour Fee|20,400.00||_0.00_|| |**5100 SPONSORSHIP INCOME**||**2,667.00**||_8,000.00_| |5102 Partnership SLA|2,667.00||_8,000.00_|| |**TOTAL INCOME**||**41,194.05**||_19,722.91_| |||||| |**EXPENSES**||||| |**7000 COST OF SALES**||**-22,118.10**||_-717.44_| |7001 Tuck Shop Purchases|-134.23||_-82.25_|| |7004 General Expenses|-2,181.82||_0.00_|| |7009 Trustee Expenses|0.00||_-49.05_|| |7010 Uniform Purchases|-453.60||_-366.00_|| |7011 Transportation|-9,516.81||_-220.14_|| |7012 Accommodation|-6,999.83||_0.00_|| |7015 Trips|-2,831.81||_0.00_|| |**7200 OVERHEADS**||**-20,258.13**||_-20,096.56_| |7201 Staff Costs|-12,312.00||_-12,985.00_|| |7202 External Staff Costs|-400.00||_-330.00_|| |7203 Rehearsal Venue Hire|-2,016.51||_-2,560.10_|| |7204 Training|0.00||_-195.00_|| |7205 Residential Venue Hire|-3,616.20||_-3,251.80_|| |7206 Insurance Costs|-1,290.00||_-99.00_|| |7207 Making Music Membership|-164.24||_-150.00_|| |||||| |Clubtreasurer.com Sat Sep 07 15:34:24 UTC 2024 TREASURER@DYJ|2
Page 1 of
O.ORG|||| Clubtreasurer.com Sat Sep 07 15:34:24 UTC 2024 TREASURER@DYJO.ORG Page 1 of ||**Current Yr**|**Current Yr**|_Prior Yr_|_Prior Yr_| |---|---|---|---|---| |7208 Internet Costs|-287.68||_-280.66_|| |7209 CLUB REASURER SUBSCRIPTION|0.00||_-40.00_|| |7210 Other Venue Hire|-171.50||_-205.00_|| |**7400 Asset Purchases**||**-384.31**||_-51.95_| |7401 Instrument Purchases|-91.50||_0.00_|| |7405 Music Purchases|-271.31||_-51.95_|| |7407 Other Asset Purchases|-21.50||_0.00_|| |**TOTAL PAYMENTS**||**-42,760.54**||_-20,865.95_| |||||| |**NET PROFIT/(LOSS) FOR PERIOD**||**-1,566.49**||_-1,143.04_| Clubtreasurer.com Sat Sep 07 15:34:24 UTC 2024 TREASURER@DYJO.ORG Page 2 of 2 **Devon Youth Jazz Orchestras Association** ## **Account Movement Report** ## **01-SEP-2023 - 31-AUG-2024** |**Account**||**Bal B/fwd**|**Income**|**Expense**|**Transfers**|**Period Bal**|**Bal C/fwd**| |---|---|---|---|---|---|---|---| |Treasurer's|BANK (CURRENT)|22,943.11|40,592.51|-41,663.99|-2,010.00|-3,081.48|19,861.63| |Lloyds Deposit Account|BANK (SAVING)|0.00|228.18|0.00|12,000.00|12,228.18|12,228.18| |Business|BANK (SAVING)|12,098.90|190.63|0.00|-12,000.00|-11,809.37|289.53| |Caxton|CASH|1,208.60|0.00|-1,096.55|2,010.00|913.45|2,122.05| |Cash|CASH|365.52|182.73|0.00|0.00|182.73|548.25| |||**36,616.13**|**41,194.05**|**-42,760.54**|**0.00**|**-1,566.49**|**35,049.64**| Clubtreasurer.com Sat Sep 07 15:33:53 UTC 2024 Devon Youth Jazz Page 1 of 1 ## Statement of Assets |**Period Ending 31-AUG-2024**
**Devon Youth Jazz Orchestras Association**|**Period Ending 31-AUG-2024**
**Devon Youth Jazz Orchestras Association**|**Period Ending 31-AUG-2024**
**Devon Youth Jazz Orchestras Association**|**Period Ending 31-AUG-2024**
**Devon Youth Jazz Orchestras Association**|**Period Ending 31-AUG-2024**
**Devon Youth Jazz Orchestras Association**|**Period Ending 31-AUG-2024**
**Devon Youth Jazz Orchestras Association**|**Period Ending 31-AUG-2024**
**Devon Youth Jazz Orchestras Association**| |---|---|---|---|---|---|---| ||**Current Yr**|**Current Yr**||_Prior Yr_|_Prior Yr_|| |**ASSETS**||||||| |**SAVINGS AND INVESTMENTS**|||**12,517.71**|||_12,098.90_| |Business|289.53|||_12,098.90_||| |Lloyds Deposit Account|12,228.18|||_0.00_||| |**FIXED ASSETS**|||**0.00**|||_0.00_| |**CASH AT BANK AND IN HAND**|||**22,531.93**|||_24,517.23_| |Cash|548.25|||_365.52_||| |Caxton|2,122.05|||_1,208.60_||| |Treasurer's|19,861.63|||_22,943.11_||| |**OTHER ASSETS**|||**0.00**|||_0.00_| |DEBTORS-*DEBTORS|0.00|||_0.00_||| |**TOTAL ASSETS**|||**35,049.64**|||_36,616.13_| |**LIABILITIES**||||||| |**CURRENT LIABILITIES**|||**0.00**|||_0.00_| |*CREDITORS|0.00|||_0.00_||| |**TOTAL NET ASSETS @ 31-AUG-2024**|||**35,049.64**|||_36,616.13_| |||||||| |||||||| |**REPRESENTED BY FUNDS**||||||| |Assistance & Inclusion Fund|300.00|||_1,100.00_||| |General Fund|22,681.15|||_23,447.64_||| |Reserve|12,068.49|||_12,068.49_||| |**LONG-TERM LIABILITIES**||||||| |**TOTAL FUNDS BALANCE @ 31-AUG-2024**|||**35,049.64**|||_36,616.13_| |||||||| Clubtreasurer.com Sat Sep 07 15:34:33 UTC 2024 TREASURER@DYJO.ORG Page 1 of 1 CHARITY COMMISSION FOR ETr￿LAND ANO WAIES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of The Devon Youth Jazz Orchestras Association {DYJO) On accounts for the year ended 31 August 2024 Charlty no Ilf any> 1148112 Set out on pages rfrii?Inb+i trJ'.fjLiudA the ps9E IUTrlfETS vf addl1￿,-,4 rtFIthr.':: I report to the trustees on my exarnination of the a¢¢ounts of the above chartiy ('the Trusf) for the year end8d Responslbllltles and basis of report As the charity's trustees, you are responsible for the preparation of thott, accounts in accordance with the requirements of the Charities Act 20t¥. {￿he Act.). I report in respect of my examination of the Trust's accounts carried OLrt under section 145 of the 2011 Act and in Carrying out my examination, I have follow8d all the applicable Directions given by the Charity Commission uTrJer section 145{5)(b) of the Act. Independent I have completed my examination. I confirm that no material matters have examinerfs statement come to my attention in connection with the examination which gives me ause to believe that in, any material respect: the accounting records were not kept in accordan￿ with section 130 of the Charities Act., or the accounts did not accord with the accounting records., or the accounts did not comply with the applicable requirements conceming the fonm and content of accounts set out in the :Charitjes (A¢count8 and Reports) Regulations 2008 other than any, re:qu4rqment tha the accounts give a 'true and fairf view which is not a mattfi,! considered as part of an independent examination. I have no concems 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 reachod. Signed: Date: 12 July 2025 Name: Adrian Hemmings Rèlevant profosslonal qualificatlon($) or body (if any): FCA (Chartered Accountant) Address: 2 Crornwell's Meadow Crediton Devon. EX17 1JZ IER Oct 2018 Section B Disclosure Only complete if the examiner needs to highlight material matters of ¢on¢ern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wlshes to disclose. Increased income in year totslling over £25,000. No exceptions were notsd. AH. IER Oct 2018