| ¢gey| CHARITY COMMISSION | | FOR ENGLAND AND WALES
Trustees’ Annual Report for the period
From 1 October 2023 Period start date To 30 September 2024 Period end date
Charity name: Winchester Chamber Music Festival Trust
Charity registration number: 1160142
Objectives and Activities
| Objectives and Activities | Objectives and Activities | Objectives and Activities |
|---|---|---|
| ssn | ||
| Summary ofthe purposes of | Para 1.17 the charity as set out in its |
|
| governing document | presentation oftheWinchesterChamber | |
| Music Festival | ||
| Summary ofthe main activities in relation to those |
oe 1.17and | The principal activities ofthe Trust are to provide access to the general public, the |
| purposes forthe public benefit, in particular, the |
elderly, children and students in the wider Winchester area to experience and learn |
|
| activities, projects or | about top quality chamber music, | |
| services identified in the | underpinned by strong Artistic Direction | |
| accounts | and high quality playing. | |
| The 2024 Festival included concerts in | ||
| primary schools, 11 live concerts together | ||
| with a Masterclass, outreach events for | ||
| both Winchester Go LD and St John’s | ||
| Charity, a schools’ performance, and a |
||
| composer's talk. | ||
| Statement confirming | Para 1.18 | The Trustees confirm thatthey are |
| whetherthe trustees have | complying with theirduty to have regard to | |
| had regard to the guidance | the guidance on public benefit published by | |
| issued by the Charity | the Charity Commission. | |
| Commission on public | ||
| benefit | ||
| Additional information (optional) | ||
| You may choose to include further statements where relevant about: i |
||
| Policy on grant making | Not applicable | |
| Policy on social investment | Para 1.38 | |
| including program related | ||
| investment |
|
| Contribution made by volunteers |
Para 1.38 | The Festival benefits enormously from the assistance of a group of20 dedicated |
|---|---|---|
| volunteers who assist with promotion, | ||
| audience interface, catering and artists’ | ||
| accommodation. | ||
| ~ | ||
| Achievements and Performance | ||
| sien | ||
| Summary ofthe main | Para 1.20 | The principal activities ofthe Trust are to |
| achievements ofthe charity, identifying thedifference the charity's work has made to the circumstances of its beneficiariesand anywider benefits to society as a whole. |
provide access to the general public, the elderly, children and students inthewider Winchesterarea to experience and learn about p top qualitychambermusic, underpinned by strong Artistic Direction and high-quality playing. |
|
| The 2024 Festival, which ran from Friday 3 | ||
| May until Monday 6 Maywas a notable | ||
| success. The programme was the most vibrant | ||
| and diverse since the Festival began in 2008. | ||
| While the great European composers ofthe | ||
| pastwere widely featured, the Festival | ||
| explored musical styles from all overthe globe, | ||
| highlighting neglected female composers, and | ||
| diverse contemporary composers. It featured | ||
| the exceptional creative output of its | ||
| Composer-in-Residence, Piers Hellawell, as | ||
| well as studentswho comprised the Emerging | ||
| Quartet-in-Residence, the Aestus Quartet. | ||
| The Festival once again began with a Schools’ | ||
| Performance involving local children who had | ||
| devised from scratch and then performed their | ||
| own original songs alongside our Festival | ||
| musicians. A performance by the Aestus | ||
| Quartet for a WinchesterGo LD Funky Lunch |
||
| (a charitywhich helps adults with learning | ||
| difficulties) in the community space of | ||
| Winchester library (now called The Arc) led | ||
| into an opening concertwhich included the | ||
| premiére of a newwork by Piers Hellawell and | ||
| songs byAmy Beach, togetherwith works by | ||
| Haydn and Ravel. The Late Night Concert | ||
| looked challenging on paper, but a packed | ||
| audience responded enthusiastically toworks | ||
| by Wagner, Arensky and Piers Hellawell, and | ||
| to a remarkable solo soprano piece by Berio. | ||
| An interactive Family Concert started | ||
| Saturday, followed by a public Masterclass | ||
| conducted by eminent cellist Richard Lester, | ||
| coachingtheEmergingQuartet-in-Residence, |
~
Achievements and Performance
| the Aestus Quartet, in a work by Fanny | |||
|---|---|---|---|
| Mendelssohn Hensel. The Festival Gala | |||
| concert at the Theatre Royal Winchester fully | |||
| lived up to its name, with a range of popular | |||
| and contemporary works. | |||
| Sunday began with a talk by Composer-in- | |||
| Residence, Piers Hellawell. The Afternoon | |||
| Concert featured works by him and Fanny | |||
| Mendelssohn Hensel alongside Faure and | |||
| Debussy. In the evening, the tone changed to | |||
| accommodate Classical Swing based around | |||
| melodies of Rachmaninov, Chopin, | |||
| Tchaikovsky and others. | |||
| Monday morning began with a Baroque Coffee | |||
| Concert of earlierworks from the classical | |||
| canon. The day and the Festival concluded | |||
| with a Finale of Brahms, Felix Mendelssohn, | |||
| and Germaine Tailleferre, together with a | |||
| remarkable piece addressing aspects of | |||
| African migration by Bongani Mdodana-Breen. | |||
| The 2024 Festival enjoyed a new and focused | |||
| social media strategy. This helped towiden the | |||
| appeal ofconcerts beyond the normal circle of | |||
| attendees. With concert-goers nationwide | |||
| reportedly booking much later, the impact of | |||
| our social media workwas highly significant | |||
| not only ensuring good audiences across all | |||
| the 9 ticketed concerts but also bringing in new | |||
| audiences most notably forthe Family Concert. | |||
| Overall, the Festival made a modest profit of | |||
| £812 leaving a healthy reserve with which to | |||
| enter 2025. | |||
| During the year, Trustees metformally on 3 | |||
| occasions. As well as reviewing the Festival | |||
| activity, Trustees continue to consider all | |||
| aspects of governance. | |||
| Additional information (optional) | |||
| You may | choose to include further statements | where relevant about: | |
| Achievements against | Para 1.41 | The objectiveswere met in 2024. | |
| objectives set | |||
| Performance offundraising activities against objectives |
Para 1.41 | Fundraising objectiveswere achieved helping to ensurethe future ofthe Festival. |
|
| set | |||
| Investment performance | Para 1.41 | Not applicable | |
| against objectivesLi |
Financial Review
|Review ofthe charity’s
ereaieaionatwod|
ofthe period
Statement explaining the|Para 1.21
|
Para 1.22|The Festival carries forward reserves of
[ease
The reserves policy is designed to safeguard|
|---|---|---|
|policy for holding reserves||the core activities ofthe charity in periods of|
|stating why they are held||fluctuating income. The Trustees consider|
|||that the Trust’s reserves should not fall|
|||below 75% of its full year’s operating|
|||expenses forthe immediately preceding 12|
|||month period.|
|reserves|||
|deficit|||
|Explanation ofany|Para 1.23|Not applicable|
|uncertainties about the|||
|charity continuing as a going|||
|concern|||
Additional information (optional)
| You may | choose to include further statements | choose to include further statements | where relevant about: |
|---|---|---|---|
| The charity’s principal | Para 1.47 | The main sources ofincome forthe charity | |
| sources | offunds (including | are a combination of income from our | |
| any fundraising) | thriving Friends organisation, ticket income | ||
| and fundraising activity from trusts and | |||
| foundations and corporate sponsors. | |||
| Investment policy and | Para 1.46 | Investment policy and objectives, including | |
| objectives including any | where appropriate a social investment | ||
| social investment policy | policy, will form part ofa full governance | ||
| adopted | review in 2025. | ||
| A description ofthe principal | Para 1.46 | ||
| risks facing the charity | concert programmes to appeal to a new |
||
| and more diverse audience, whilst | |||
| maintaining its existing loyal audience, | |||
| which comes with the risk of lower ticket | |||
| income. | |||
| Additionally, there are health and safety | |||
| and other risks associated with concert | |||
| performances. | |||
| ome |
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Names of the charity trustees who manage the charity
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; Name of person (or
1 [Kate Joanna Gould [AristeDrestor | [—SSSSS—~iS] an
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4|ElizabethPe l er | |
6[KatrinaTa n er [ |
6[DavgBunt | P
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10 [Anthony Stoller [Chair |
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Corporate trustees — names of the directors at the date the report was approved
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Name of trustees holding title to property belonging to the charity
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Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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 Festival Lucy Bending 70 Overstone Road, Harpenden. AL5 5PJ Manager
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Full name(s) |[Anthony][David][Stoller] Position (eg Secretary, | Chair Chair, etc) Date 9-7-1
Winchester Chamber Music Festival Trust
Statement of financial activities
(incorporating income and expenditure account) For the 12 months ended 30 September 2024
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|---|---|---|---|---|---|---|
|a,|
|12|months|12|months|
|30.09.24|30.09.23|
|£|£|
|Unrestricted|Unrestricted|
|Income|
|Ticket|sales|18,616|19,614|
|Programme|and|bar sales|1,242|1,096|
|Programme|adverts|330|330|
|Friends|income|12,731|10,750|
|Gift Aid|3,265|3,770|
|Autumn|Concert|ticket|sales|1,859|60|
|BID|750|750|
|Trust grants|6,572|9,650|
|Other|individual|and|ticket|donations|2,101|1,021|
|Fundraising|and|corporate|sponsorship|4,000|2,700|
|Total|income|51,466|49,741|
|Expenditure|
|Artistic|direction|2,345|2,132|
|Artists|fees|16,220|14,350|
|Music|hire|337|0|
|Venue|hire|4,281|2,572|
|Piano|hire|and|tuning|2,964|2,064|
|Programme|costs|1,835|1,710|
|Education|fees|2,100|2,156|
|Autumn|Concert costs|699|1,218|
|Design,|print &|marketing|2,336|1,558|
|Distribution|308|0|
|Website|348|245|
|Friends|administration|60|157|
|Concert|Manager fees and|expenses|995|930|
|Social|Media|Manager and|advertising|2,124|0|
|Administration|fees|11,279|10,118|
|Professional|fees|60|660|
|Sundry expenses|2,363|1,418|
|Total expenditure|50,654|41,288|
|Surplus|/|(Deficit) for the|period|812|8,453|
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Winchester Chamber Music Festival Trust
Balance Sheet
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|---|---|---|---|---|
|As|at|30|September|2024|
|ee|SSS|SSS|SS|SS|
|30.09.24|30.09.23|
|£|£|
|Unrestricted|Unrestricted|
|Cash|at|bank|55,287|53,937|
|Income|in|advance|(8,614)|(7,476)|
|Creditors|and|accruals|0|(600)|
|Net|assets|46,673|45,861|
|Reserves|brought|forward|45,861|37,408|
|Surplus|/|(Deficit)|812|8,453|
|Total|funds —|unrestricted|46,673|45,861|
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The financial statements were approved by the Board of Trustees and signed on their behalf by:
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Dated: 4-71-25
Winchester Chamber Music Festival Trust
Notes to the financial statements For the 12 months ended 30 September 2024
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1. Accounting policies
The principle accounting policies, which have been applied consistently, are as follows:
1.1. Basis of preparation and assessment of going concern
The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).
Winchester Chamber Music Festival Trust is a charitable Incorporated Organisation (CIO) registered with the charity commission (registration no 1160142) in England & Wales. The ClO meets the definition of a public benefit entity under FRS 102.
The trustees have considered possible events or conditions that might cast significant doubt on the ability of the charity to continue as a going concern. The trustees have made this assessment for a period of at least one year having considered the charity's forecast and projections. After making enquiries the trustees have concluded that there is a reasonable expectation that the charity has adequate resources to continue in operation for the foreseeable future. The charity therefore continues to adopt the going concern basis in preparing these financial statements.
1.2. Income
Items of income are recognised and included in the financial statements when the charity has entitlement to the funds, and performance conditions attached to the income have been met and the amount can be measured reliably.
Income from charitable activities is included in income in the period in which the activity takes place.
Income received in advance of a performance or provision of other specified service is deferred until the criteria for income recognition are met.
Unrestricted funds are available to spend on activities that further any of the purposes of the charity. Restricted funds are donations which the donor has specified are to be used for particular areas of the charity's work or for specific projects being undertaken by the charity.
1.3. Expenditure
All expenditure is accounted for on an accruals basis and is recognised when there is a legal or constructive obligation to pay. Expenditure items have been classified under headings that aggregate all costs related to each category.
Expenditure on charitable activities includes the cost of performances and other educational activities undertaken to further the purposes of the charity and their associated support costs.
1.4. Current assets
Trade and other debtors are recognised at the settlement amount due. Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less.
SSEE
Winchester Chamber Music Festival Trust
Notes to the financial statements
For the 12 months ended 30 September 2024
1.5. Creditors
Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts.
1.6. Fund accounting
Unrestricted funds are available to spend on activities that further any of the purposes of the charity. Restricted funds are donations which the donor has specified are to be solely used for particular areas of the charity's work or for specific artistic projects being undertaken by the charity.
2. Trustees’ remuneration
During the period no trustee received any remuneration for being a trustee. Trustees were reimbursed expenses incurred of £349 (2023: £526).
Kate Gould received total fees of £4,065 (2023: £4,331) for artistic direction and musical performance. Other trustees David Blunt and Liz Peller also received fees for performing at the Festival totalling £300 (2023: £nil). All performance fees were calculated on the same basis as other musicians.
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| x _ CHARITY COMMISSION
| _ FOR ENGLAND AND WALES
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Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees Winchester Chamber Music Festival Trust
On accounts for the | 30 September 2024 period ended
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Charity no | 1160142
(if any)
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| report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the period 1 October 2023 to 30 September 2024. Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). | report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
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Independent | have completed my examination. | confirm that no material matters have
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examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect: e the accounting records were not kept in accordance with section 130 of the Charities Act; or
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e the accounts did not accord with the accounting records; or e the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
| have no concerns 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 reached.
~ Name: | Tobias Wright Relevant professional | FCA (ICAEW) qualification(s) or body (if any): Address: | Stockers Avenue Winchester, Hampshire
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Oct 2018