## **Trustees’ Annual Report for the period** **From 1[st] November 2023 To 31[st] October 2024** ## **Charity name: Burton Bradstock Festival of Music and Art** ## **Charity registration number: 1148898** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**1. The advancement of the arts for the**
**public benefit by staging an annual**
**festival in Burton Bradstock, Dorset to**
**promote appreciation of music and art of**
**the highest standard.**
**2. To advance the education of the public**
**in the subjects of music and art.**| |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 and
1.19|**The promotion of an annual exhibition of**
**the work of local artists and craftspeople**
**in the Burton Bradstock village hall, of a**
**Spring evening concert, and of a week**
**long series of musical performances in**
**the village church.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The trustees are conscious of their**
**responsibilities as charitable trustees,**
**and of the need to have regard to the**
**Festival’s charitable objectives and to**
**public benefit.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|**The trustees did not approve any grants**
**in the year 2023/4, conscious that the**
**charity was still regaining momentum**
**after the gap caused by the Covid**
**pandemic.**
**However, two grants of £500 each**
**proposed by the Art Committee and**
**approved by the trustees in October**
**2023, to Mountjoy School for art**
**equipment and to Weldmar Hospice to**
**support art therapy, were paid during the**
**year.**
**The trustees have in the past also**
**approved grants to assist musical**
**education of young people in the locality,**
**and may again consider such proposals**
**during 2025/6.**| |Policy on social investment
including program related
investment|Para 1.38|**By promoting an annual Festival, as**
**provided for in the charity’s objects, the**
**trustees aim to enrich the lives of all**
**those who have the opportunity to be**
**involved, both as volunteers and as**
**visitors to the exhibition and attenders of**
**Festival musical performances.**| |---|---|---| |Contribution made by
volunteers|Para 1.38|**While the musical performers and the**
**Festival Musical Director and his**
**assistant are paid, all those locally**
**involved in the promotion of the Festival**
**are volunteers – trustees, organising**
**committee members, caterers, hosts,**
**ushers, exhibition attendants, and those**
**who set up and dismantle the stage and**
**prepare the church and the hall. There**
**must be some 60 or more local people**
**involved in some voluntary capacity or**
**other.**| |Other||**The trustees are grateful for the financial**
**support of local sponsors and for**
**support in kind by a number of local**
**businesses.**| ## **Achievements and Performance** ||SORP reference|| |---|---|---| |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|**The Festival held a Spring concert, in the**
**village hall, on 7th June 2024, and a full**
**week’s Festival from Sunday 11th August**
**to Friday 16th August.**
**We began with a tea party on the Sunday**
**afternoon in the Rectory garden, with**
**musical performances by local young**
**people and professional musicians.**
**Entrance to the party was free: there was**
**a modest charge for refreshments. Then**
**a Festival Evensong in the village church,**
**musically led by the local church choir**
**from a nearby village, Litton Cheney.**
**There then followed a week of eleven**
**ticketed musical events held in the**
**church. These catered to a wide variety of**
**musical tastes – a Desert Island Discs**
**session with David Juritz, the Festival’s**
**musical director, as castaway; a Balkan**
**folk evening; a jazz evening; a chamber**
**music concert; an evening of Viennese**
**music, with professional instrumentalists**
**and soprano soloist; lunchtime and late**
**night sessions; all culminating in a Gala**
**concert on the Friday evening. Two of**
**the performances included works by**
**Peter Hope, an eminent local composer.**
**There was also a week long exhibition of**
**work by local artists and crafts people in**
**the village hall.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|**The trustees are pleased that we have**
**again been able to hold a full week’s**
**Festival and to engage well with our local**
**community: to have done so keeps good**
**faith with those who have gone before us,**
**and accords well with our charitable**
**objectives.**| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|**As a result of ticket receipts, Friends’**
**subscriptions, sponsorship**
**contributions, and contributions from art**
**sales, the charity’s balances at the end of**
**the year had increased by over £9,000 to**
**£32,240. However, the trustees are**
**conscious that there needs to be a**
**continuing focus on ticket sales and**
**receipts, particularly in view of rising**
**costs, in order for the Festival to have a**
**sustainable future.**| |Investment performance
against objectives|Para 1.41|**The trustees’ objective in relation to**
**financial reserves is to hold sufficient**
**balances to cover the costs of a year’s**
**Festival, and to achieve some savings**
**account interest while minimising risk.**| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**The accounts show that the charity held**
**balances of £32,240.01 at the end of the**
**reporting period, as against £22,968.67 at**
**the beginning.**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**As stated above, the trustees’ objective is**
**to build up balances to cover the costs of**
**promoting one year’s Festival, in case of**
**unforeseen disaster (such as the Covid**
**pandemic).**| |Amount of reserves held|Para 1.22|**No identified reserves, but see info.**
**above on balances.**| |Reasons for holding zero
reserves|Para 1.22|**N/A**| |Details of fund materially in
deficit|Para 1.24|**None.**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**No immediate uncertainties. But see**
**section on principal risks below.**| ## **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|**Ticket sales, donations, Friends’**
**subscriptions, commission on artists’**
**sales.**| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**N/A.**| |A description of the principal
risks facing the charity|Para 1.46|**The principal source of income is**
**receipts from sales of tickets for musical**
**performances. We need to continue to**
**focus on ticket sales, in order to ensure**
**that the charity has a sustainable future.**
**The Festival is heavily dependent on a**
**band of local volunteers to run the**
**Festival. Particularly on the members of**
**the Music and Art Organising**
**Committees, and the trustees. Retaining**
**present volunteers and recruiting new**
**ones will be vital for the Festival’s**
**continuance. In particular, we need to**
**have regard to succession planning for**
**the principal volunteer roles. Not doing**
**so will present the principal existential**
**risk to the charity.**
**We are also of course heavily dependent**
**on our Musical Director, David Juritz.**
**When he decides to retire, it will be vital,**
**probably under his guidance, to identify a**
**suitable successor.**| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||**The charity’s purposes and objectives**
**are set out in its governing document,**
**and are cited at the beginning of this**
**report.**| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Constitution adopted by the members on**
**9thAugust 2012.**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**An 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|**The trustees are appointed each year at**
**the Annual General meeting of members.**| |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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|**Each of the present trustees has been**
**associated with the Festival for some**
**years. We will provide a tailored ad hoc**| |||**programme of induction for any new**
**trustee.**| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**The Friends of the Festival, who have**
**paid their annual subscription, are**
**entitled to attend an annual general**
**meeting, which elects the trustees.**
**There are two organising committees,**
**who are acountable to the trustees – one**
**for the musical events and one for the art**
**exhibition.**
**A remunerated Musical Director arranges**
**and leads the musical programme.**| |Relationship with any related
parties|Para 1.51|**Bridport Town Council sell tickets for the**
**music events, through their Tourist**
**Information Centre. They charge a**
**commission for doing so, to support their**
**running costs.**| |Other||| ## **Reference and Administrative details** |Charity name|**Burton Bradstock Festival of Music and Art**| |---|---| |Other name the charity uses|**Burton Bradstock Festival**| |Registered charity number|**1148898**| |Charity’s principal address|**c/o Bucklers Bid, Shipton Lane, Burton Bradstock,**
**Bridport, Dorset DT6 4NQ**| ||| ## **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)**| |---|---|---|---|---| ||**David Hugh**
**Jenkins**|**Chair**||**The AGM of members**
**appoints all trustees.**| ||**Christopher**
**Edward Sundt**|**Secretary**||| ||**Keith David**
**Britton**|**Treasurer**||| ||**Jennifer Malyon**|**Chair of Music**
**Organising**
**Committee**||| ||**Liz Orza**|**Art Committee**
**representative**||| ||**Gordon Stewart**
**Thompson**|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name None** Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |**None**||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets None. held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** ## **Name of chief executive or names of senior staff members (Optional information)** David Juritz – Musical Director ## **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) D H Jenkins** **Full name(s) David Hugh Jenkins** **Position (eg Secretary, Chair, etc)** **Chair** **Date** **5th April 2025** ## |||||Original| |---|---|---|---|---| |||2024||2023| |Income||f||f| |Ticketreceipts||20,900.00||19,895.00| |Donations-Private||4,574.47||4,970.00| |- Commercial||3,885.00||2.905.00| |- BariTea Partv||3,116.00||2,200.50| |Festival Friends||2,294.40||2,r65.00| |ArtFestivalAdiustment||1,500.00||4,000.00| |MarqueeAdi||300.00||| |ArtInconre||2,729.23||3660.08| |SubTotal||39,294.30||39,795.58| |Gift Aidtaxrefunded||4,275.76||0.00| |Gala SupperDonation||420.O0||400.00| |Other (SavingsAccountInterest)
TOTALTNCOME(A)|199.73
I-7-4;iffitl|||24.48| |Expenditure||||| |Musiciansfees||20,t41.40||20,960.00| |Accommodation||0.00||0.00| |Cateringcosts||1,536.39||1,751.&| |Barcosts||1,167.24||1,009.37| |Hirecharges||1,836.50||2,461.54| |MarketingiPostersiTickets||1,526.94||1,319.00| |Performing RightsSociety||1,043.46||753.34| |TIC||1,023.12||962.52| |Insurance||271.85||229.64| |Card Reader Comission||35.72||19.38| |DirectorsFee||1,500.00||3,375.00| |WebDesign&Hosting||,1,168.00||1,168.00| |Stage,sound.electricalequipment||327.75||154.68| |Miscellaneous||506.s9||877.84| |ArtExpenditure||||| |-Expenses||333.93||545.72| |-Charity Donation
-Transfertoll{lsifFestivalac4out{
TOTALEXPENSES(B)|.
I|1,000.00
1,500.00
34,918.4s1|||0.00
4,000.00
39,186.591| |Surplusor (Deficit) (A-B)|f-effi||I----1ffi1|| |Reservesbrought forward||22,968.67||21,935.20| |Reservesatyearend|f3';24T.on||fJr_-rtFEEFl|| |Representedby:||||| |BarclaysComnrunityalc||6,346.13||16,919.82| |BarclaysSavera/c||23,867.66||3,91',t.93| |ArtBalance
TOTAL|2,026.22
fJ2Edil||2.130.92
r-w|| |siened:|||Signed:/'|,)8,1.| |Chairman:
oate:pu|||Treasurer:MrKBritton
D"i;,Z"rDt-c-2c'A*|| ||lndependent Examiner,s Report| |---|---| |Report to thetrustees/|| |membersof|The Burton BradstockFestivalofMusic andArt| |Onaccounbforthe year
ended|31 October 2024
Charityno
(ifany)| |Setoutonpages|| |Respective
responsibilitiesof
trustees and examiner|The charity'strustees arere$ponsibte forthepreparationoftheaccounts.
The charity's trusteesconsiderthatan audit is not required for thisyeai
undersection144ot thecharitiesAct 2011(thecharities Act)andihatan
independentexamination isneeded.| ||Itismy responsibilityto:
oexaminethe accountsundersection145 ofthe charitiesAct,
rto.followthe procedureslaiddowninthe generalDirectionsgivenbythe
charitycommission(undersection 14s(sxb)ofthecharitieiAct,and
otostatewhetherparticularmattershave cometomy attention.| |Basisofindependent
examiner's statement|My examinationwas canied outin accordance withgeneralDirections given
by thecharity commission.An examinationincludelareview ofthe
accounting recordskept bythecharity and acomparisonoftheaccounts
presented withthoserecords.ltalsoinctudes considerationof anyunusual
items ordisclosuresintheaccounts, and seeking exptanations from the
trusteesconcerningany such matters" Theprociduiesundertaken donot
provide alltheevidence thatwouldberequiiedinan audit,and consequengy
no opinion isgivenastowhether the accountspresent a,trueand fair,view
andthe reportis limited tothosematterssetoutinthestatement below.| |lndependent
examiner'sstatement|In connectionwithmyeiamination,nomatterhas cometomy attention
(other thanthat disclosedbelow")
1. which givesme reasonable causetobelievethatin, anymaterialrespect,
therequirements:| ||otokeepaccountingrecords in accordancewith section130 ofthe| ||CharitiesAct;'and
otoprepare accountswhichaccord withthe accountingrecords and
comply withthe accountingrequirementsofthe charities Act| ||have notbeenmet;or| ||2.towhich,in my opinion,attention shouldbedrawnin ordertoenablea| ||proper understanding oftheaccountsto bereached.| ||*P/easedelepthewords inthebracketsiftheydonatappty.| ||Date:
21 NovemberZA24| |Name:|| |Relevantprofessional|| |qualification(s) orbody|| |(ifany):|| |Address:|8WychRidge| ||Bridport| ||DorsetDTO4JH|