## **Trustees' Annual Report for the period** Period start date Period end date 01 November 2023 31 October 2024 **From To** Section A Reference and administration details **Charity name**[The Cuddigan Oliver Trust (CIO) – (Formerly Michael ] Cuddigan Trust) **Other names charity is known by Registered charity number (if any)** 1158975 ~~———~~ **Charity's principal address** Sandhill Priors Hill Road Aldeburgh **Postcode** IP15 5EP ~~————~~ **Names of the charity trustees who manage the charity Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any)** Professor Dawn Appointed 25.10.24 1 Oliver 2 Paul Zisman Chairman Appointed 25.10.24 Stephen Oliver - Chairman 01.11.23 – 01.01.24 3 Deceased 4 Jordan Hunt ~~——~~ 5 Anne Cuddigan 6 Martin Neild 7 Jan Schmolk 8 9 10 11 12 13 14 15 16 17 18 19 20 **Names of the trustees for the charity, if any, (for example, any custodian trustees)** ~~——=——~~ **Name Dates acted if not for whole year TAR** 1 March **2012** March **2012** ## **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** Constitution Type of governing document - (eg. trust deed, constitution) Trust How the charity is constituted - (eg. trust, association, company) Appointed by Chair Trustee selection methods (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: N/A - policies and procedures adopted for the induction and 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** **Summary of the objects of the charity set out in its governing document** **The Trust was set up to support composition and performance of new vocal chamber music. Every year the Trust supports a small number of works by composers in this field with concerts and performances of the pieces.** **TAR** March **2012** 2 **Summary of the main 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)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. **TAR** March **2012** 3 ## Section D Achievements and performance Due to the death of the former Chair, no new commissions were **Summary of the main** supported during this period. A new Chair has now been appointed with **achievements of the charity** plans now in place for activities in the next reporting period. **during the year** **TAR** March **2012** 4 **Section E Financial review Brief statement of the charity’s policy on reserves Details of any funds materially in deficit** ~~oe~~ **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: • the charity’s principal sources of funds (including any fundraising); • how expenditure has supported the key objectives of the charity; • investment policy and objectives including any ethical investment policy adopted. ~~_~~ **Section F Other optional information 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)** Martin Neild **Position (eg Secretary, Chair,** Trustee **etc) Date** 28 August 2025 **TAR** 5 March **2012** March **2012** 5 ||||**Charity Name**|||||||**No (if any)**|**No (if any)**||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| ||||**The Cuddigan Oliver Trust (CIO) - (Formerly Micheal**|||**The Cuddigan Oliver Trust (CIO) - (Formerly Micheal**||||**1158975**|||||| ||||**Cuddigan Trust)**||||||||||||| ||||**Receipts andpayments accounts**|||||||||||**CC16a**|| |||01-Nov-23
31-Oct-24
Period start date
Period end date
**To**
**For the period**
**from**
~~ee~~
~~ee ee~~|||||||||||||| ||**Section A Receipts and payments**||||||||||||||| ||||**Unrestricted**
**funds**||**Restricted**
**funds**|**Restricted**||**Endowment**
**funds**|||**Total funds**|||**Last year**|| ||||**to the nearest**
**£**|**to the nearest**|**to the nearest £**|**to the nearest £**||**to the nearest £**|**to the nearest £**||**to the nearest £**|||**to the nearest £**|**to the nearest £**| ||**A1 Receipts**||||||||||||||| ||Donations||**1,600**||**-**|**-**||**-**|**-**||**1,600**|||**2,904**|| ||||**-**||**-**|**-**||**-**|**-**||**-**|**-**||**-**|**-**| ||||**-**||**-**|**-**||**-**|**-**||**-**|**-**||**-**|**-**| ||||**-**||**-**|**-**||**-**|**-**||**-**|**-**||**-**|**-**| ||||**-**||**-**|**-**||**-**|**-**||**-**|**-**||**-**|**-**| ||||**-**||**-**|**-**||**-**|**-**||**-**|**-**||**-**|**-**| ||||**-**||**-**|**-**||**-**|**-**||**-**|**-**||**-**|**-**| ||||**-**||**-**|**-**||**-**|**-**||**-**|**-**||**-**|**-**| ||**_Sub total_**_(Gross income for_
_AR)_|_(Gross income for_
_AR)_|**1,600**||**-**|**-**||**-**|**-**||**1,600**|||**2,904**|| |**A2 Asset and investment sales,**
**(see table).**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total receipts_**
**1,600**
**-**
**-**
**1,600**
**2,904**
~~——_———~~|||||||||||||||| ||**A3 Payments**||||||||||||||| ||Concert in honour of Sir Stephen Oliver||||||||||||||| ||(December 2024) - Costs - Deposit paid||||||||||||||| ||for hall||**960**||**-**|**-**||**-**|**-**||**960**|**960**||**3,000**|| ||Bank fees||**35**||**-**|**-**||**-**|**-**||**35**|**35**||**-**|**-**| ||||**-**||**-**|**-**||**-**|**-**||**-**|**-**||**-**|**-**| ||||**-**||**-**|**-**||**-**|**-**||**-**|**-**||**-**|**-**| ||||**-**||**-**|**-**||**-**|**-**||**-**|**-**||**-**|**-**| ||||**-**||**-**|**-**||**-**|**-**||**-**|**-**||**-**|**-**| ||||**-**||**-**|**-**||**-**|**-**||**-**|**-**||**-**|**-**| ||||**-**||**-**|**-**||**-**|**-**||**-**|**-**||**-**|**-**| ||||**-**||**-**|**-**||**-**|**-**||**-**|**-**||**-**|**-**| _**Sub total**_ **[ 995 ] - - 995 3,000 A4 Asset and investment purchases, (see table) - - - - - - - -** _**Sub total**_ **[ - ] - - - -** ~~—~~ _**Total payments**_ ~~——=—~~ **995 - - 995 3,000** _**Net of receipts/(payments)**_ **605 - - 605 - 96 A5 Transfers between funds - - - - - A6 Cash funds last year end 15,979 - - 15,979 16,075** _**Cash funds this year end**_ ~~===>~~ **16,584 - - 16,584** ~~>~~ **15,979** CCXX R1 accounts (SS) 28/08/2025 1 ## **Section B Statement of assets and liabilities at the end of the period** ||||**Unrestricted**||**Restricted**||**Endowment**| |---|---|---|---|---|---|---|---| |**Categories**|**Details**||**funds**||**funds**||**funds**| ||||**to nearest £**||**to nearest £**||**to nearest £**| |**B1 Cash funds**|**16,584**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**16,584**
**-**
**-**
Bank current account
Stripe
**_Total cash funds_**
~~——_—~~||||||| ||(agree balances with receipts and payments|(agree balances with receipts and payments|||||| ||account(s))||OK||OK||OK| ||||**Unrestricted**||**Restricted**||**Endowment**| ||||**funds**||**funds**||**funds**| ||**Details**||**to nearest £**||**to nearest £**||**to nearest £**| |**B2 Other monetary assets**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~===>~~||||||| ||**Details**||**Fund to which**
**asset belongs**||**Cost (optional)**||**Current value**
**(optional)**| |**B3 Investment assets**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~===~~||||||| ||**Details**||**Fund to which**
**asset belongs**||**Cost (optional)**||**Current value**
**(optional)**| |**B4 Assets retained for the**
**charity’s own use**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~===>~~||||||| ||||**Fund to which**||**Amount due**||**When due**| ||**Details**||**liability relates**||**(optional)**||**(optional)**| |**B5 Liabilities**|Unrestricted
**540**
**30.9.25**
**-**
**-**
**-**
**-**
Accountancy fee - Winston Hazelton & Co.
~~—S==~~||||||| |Signed by one or two trustees on
behalf of all the trustees|Signature||Print Name|Print Name|||Date of
approval| ||||MARTIN NEILD||||August 2025| ||||||||| |CCXX R2 accounts (SS)|2||||||28/08/2025| CCXX R2 accounts (SS) 28/08/2025