CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1 October 2024 Period stsrt date To 30 September 2025 Pariod end date Charity name: Winchester Chamber Music Festival Trust Charity registration number: 1160142 Objectives and Activities SORP rEferen Pata 1 17 Surnmary of the purposes of the charity as set out in its governing document To promote education and the arts for the public benefrt particularty by the presentation of the Winchester Chamber Music Festtval Summary ofthe main activitie5 in relation lo those purposes for the public benefit, in particular. the activities, projects or services identrfied in the accounts PaTa 1.17 and 1.19 The principal activities of the Trust are to provide acces5 to the general public, the elderty. children and students in the wider Winchester area to experien and leam atxjul top qU211ty chamber music, underpinned by strong Artislic Direction and high quality playing. The 2025 Festival included 2 concerts in primary schools, 8 live concerts together with a Maslercla55. an oulrea¢h event for Winchester Go LD a schools, performan, and a Composer's talk. Statement confirming whether the trustees have had regard to the guidan issued by the Charity Commission on public benefit Par8 1.18 The Trustees confirm that they are complying with their duly to have regard to the guidance on public benefit published by the Charity Commission. Additional information (optional) You ma choose to include further statements where relevant about- SORP tel2w Para 1.38 Policy on grant making Not applicable Policy on social investment including program lated investment Pa 1.38 Not applicable
Contribution made ty volunteers Pala 1.38 The Festival benefits enormously from the assistance of a group of 20 dedicated volunteers who assist with promotion, audience interfac8, catering and aitisls, accommodation. Other Achievements and Perforniance SQRP refeon Summary ofthe main aGhievements oflhe chanty. identrfying the difference the charity's work has made to the circumstan$ of its beneficiaries arKI any wtder benefrts to so(iety as a whole. Para 1 20 The prinapal activities of the Trust are to provide access to the general public, the elderly, children and students in the wider nchester area to experience and leam about top quality chamèer music, underpinned by strong Artisb"c Direction and high-qualily playing. The 2025 Festival, which ran from Friday 2 May until Monday 5 May was a notable su¢cess. Winchester s Chamber Music Festival. which is now in its 18, year, enjoyed a huge success over the four days al the beginning of May. A tolal of eight separate oncerts. plus four linked events. played to near-capacty and highly appreciative i aUdienS, who realised how incredibly fortunate the city is to host such high-class perfomiances by inlemationally renowned chamber musicians. Appropriately, the Festival began with a Schools. Conrt. Festival musicians had visited Stanmore Primary School to work with students there. On Friday morning, two school classes performed the wonderfully imaginative songs they had written just days before, to the great enjoyment of an audienTr in Sl Paul's Church. Education was one of the hallmarks of this yearfs Festival, which also welcorned the Zenith Quartet of students from the Royal Academy of Music as its Emerging Quartel-in- Residence. They had excellent tutelage from the professional musicians and the opportunrty to perfomi in concerts. Following the Schools, cOnrt on Friday, the Quartet play6d a most enjoyable musical set in the ARC for people from Winchester Go LD, the local charrty for those with learning disabilities. The Opening Concert on Friday aflemoon in the usual venue of St Paul"s Church reflected
the very real ambition and diversity of the Festival programme. Works by established ¢omposets, Brahms and Ravel, were perfomied alongside pleS by contemporary composers Pamela Harrison and George Cnjmb. The latter's Voice of the Whale deployed three masked musicians playing music derived from the song of whales, followed by a Brahms String Quintet All the pieces. perfom)ed to an exceptionally high standard. generated lively discussiDn at the Friends, Reception which followed the conrt. A packed St Lawrence Church in the ntre of Winchester was the venue for an atmospheric late-nighl cOnrt on Friday evening. The sold- out audience was treated to a programme spanning the ntUrieS from a sublirne solo Ilo surte by Bach through to 3 contemporary piece written for slring quartet by exciting New York-based conlempor2ry composer, Inti Figgis-Vueta. The following morning. an illuminating pre-concert talk considered Schoenberg's Importan to the development of classical music. That preded a landmark concert on the theme of Vienna at the turn of the 19 century, featuring pivolal works by Mahler. Eisler. Beethoven. Schoenberg and Schubert. In almost complete contrast, the Saturday evening concert featLJred the folk band ZRI who brought the house down with their live music accompaniment lo a screening of Charlie Chaplin's silent comic film, The Adventurer. Staying wlth the Ihemes of aSsIbIlItY and broad appeal, Sunday moming in The NLrtshell began wtth an uproariously successful Family Concert on the theme of'animals.. which anticipated a performan of Saint-saens Carnival ollhe Arpimals on Monday morning. The Zenith Quartet then enjoyed a fascinating masterclass from violinisl Lucy Gould. Sunday evening comprised the Festival Gala Concert, On again this year in the Theatre Royal Winchester. It was a true gala, beginning th Holst's Sl Paul's Sutie and offering a ! range of classical and contemporary works, concluding with Benjamin Britten's Simple Symphony. Ailie Robertson's Beannachl. omp05ed in 2024 for- and performed by- viola-player Scott Dickinson, very much caught the audience's imagination, as did the UK première of a hugely exuberant Concertino for solo darinel and strings, performed in dazzling style by Robert Plane.
The 2025 Festival built on a newly focused I social media strategy which helped to widen the appeal of concerts beyond the normal circle of attendees. With concert-goers nationvAde reportedly booking much later, the impact of our social media work was highly signfficanl not only ensuring good audiences across all the 8 licketed concerts but also bringing in new audiences most notably for Ihe Family Concert. Overall, the Festival made a deficit of £5.276 owing lo increased ¢osls and slightly lower ticket sales. but still leaves a healthy reserve with which to enter 2026. During the year, Trustees met fomially on three occasions. As well as reviewing Ihe Festival activity, Trustees continue to consider all aspects of govemance. Additional infomiation {optlonal You ma choose to include further statements where relevant about.. Achievements against Para 1.41 The objectives were met in 2025. objectives set Perfomiance of fundraising activities against obieclives Sel Pata 1.41 Fundraising objectives were achieved helping to ensure the future of the Festival. Investment perfomiance against objectives Para 1_41 Not applicabte Other Financial Review Review of the chartty's financial position at the end of the eriod Statement explaining the policy for holding reserves Stating why they ale held Patsf21 The Festival carries forward reserves of £41.397 P818 1.22 The reserves policy is designed to safeguard the core activities of the charity in periods of fiuotuating income. The Twstees consider that the Trust's resetves should not fall below 75% of ils full yeai's operating expenses for the immlatesY preceding 12 month period. Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any UnrtaIntieS about the charity continuing as a going concem Para 1 22 £41,397 Not applicable Para 1.22 Part 1.24 Not in deficit PaFa 1.23 Not applicable
Additional information (optional) You ma choose to include further statements where relevant about= The charity's principal Pat8 1.47 The main sources of income for the charity sources of funds (including are a combination of income from our any fundraising) thriving Friends organisalion, ticket income and fundraising activrty from trusts and foundations and corporale sponsors. Investment policy and objectives including any social invèstment policy adopted Pata 1.46 Investment policy and objeclives, induding where appropriate a social investment policy.. will form part of a full govemance review in 2026. A desorption of the principal risks facing the charity Part 1.46 The Festival embraces the opening up its concert programmes to appeal to a new and more diverse audience, whilst maintaining its existing loyal audience. which comes wtth the risk of lower ticket income. Additionally. there are health and safety and other risks associated wlth concert Ferfomiances. other
structure, Governance and Management Description of charity, trusts: The Winchester Chamber Music Festival Trust has no sutFtrusts or subsidiaries. Type of goveming document trust deed, ro al charter How is the charity constituted? (e.g unincorpor*ed association, CIO Tnjstee selection methods including details of any constitutional provisions e.g. election to F)OSt or name of any person or kx)dy entled to appoint one or more trustees Pata 1.25 Constituiion dated 16 February 2015 P3ra 1.25 Charitable Incorporated Organi5ation registered 26 January 2015 Pawa 1.25 The existing trustees select individuals having regard to the skills, knowledge and experience needed for the effective administration of the CIO. The trustees are aware of the need to broaden the range of background and skills across the trustees and continue to seek ways to achieve this. Additional infomiation (optional) You ma choose to include further statements where relevant about.. Policies and procedures a(lopted for the induction and training of trustees Para 1.51 All new trustees receive the published Charity Commission Guidan, the Constitution of this charity and the previous year's rewrt and accounts. The charity's organisational slructure and any wider netwoik with which the charity work5 Par4 1.51 Relakn'onship with any related parties Parè 1 51 Other The Artistic Director, as one of the founders | of the Festival and who is 8 trustee, reiVeS l a fee for her Artistic Direction and for playing in the Festival {£4.555 in total for 20251. Fiona Edmondson received a fee of £2,100 or social media work. Reference and Administrative details Charit name Other name Ihe chari uses Re istered charity number Charity's principal address Winchester Chamber Music Festival Trust 1160142 12 Hatherley Road, WINCHESTER. S022 6RT
Names of the charity trustees who manage the charity Name of person lor body) entided to appoint twstee lif an Tntee name Office lif anyl Dates acted if not forwhole year Kale Joanna Gould Richard Sutherland Thomas Artistic Director Carol Orchard Elizabeth Peller Katrina Tanner David Blunt Julian Milford Until 3ttr25 Until 211125 Until 317r25 Anlhony Stoller Miranda Paterson Louise Woods Fiona Edmondson Helen Tucker Chair From 6110124 From 6110125 From 6110125 10 12 From 6110125 13 14 15 16 17 18 orale trustees - names of the directors at the date the re Dlrector name rtwasa roved Name of trustees holding tille to property belonging to the charity Trustoe name Datss ècted if not for whole ear
Funds held as custodian trustees on behalf of othe Description of the assets I held in this capa Nanie and objectg of the 1 charity on whose behalf the assets are held and hoyi this falls wthin the Gustodian charity's 0.eCIS Details of atrangements for safe custody and segregation of such assets from the charity'5 own assets Additlonal inforniation (optional) Names and addresses of advisers (Optional infonnation) Type of Name Address advis8r i Festival ', Manager Lucy Bending 70 Overstone Road, Harpenden. AL5 5PJ Name of chief executive or names of senior staff members (Optional infonTration) Exemptions from disclosure Reason for nOE9closUre of ke sonnel details Other o tional inforniation Declarations The trustees declare that they have approved the trustees. report above. Sigfied on behalf of the charity's tSteeS Signaturels) Full namels} Positlon leg Secretary, Chair, etc) Anthony David StolleT Chair Date
Inchester Chamber Mts$ic Festival Trust Statement of financial activities lincorporaling income and expenérture account} For the 12 months ended 30 September 202S 12 rnonths 30.09.25 12 months 30.09.24 Unrestricted Unrestrlct Incomg Ticket sales 18.187 18.616 Pr(>Jrarnme and bar sates Programme adverts Friend5 income 1,539 220 1.242 330 13,821 3,296 1,980 12,731 3.265 Giftthd Auknmn cOnrt tieket sales 1,859 BID 750 Trust grants Other individual and lid(et donatM)ns 7.268 2.2 3.120 322 6,572 2.101 4,000 Fundraising and corporate sponsorship Bank interest re1Ved Totsl income 52.049 51,466 Expenditure Arbstic direction Arh'sls fees Musio hire Venue hire Piano hire and tuning Programme costs Education fees Autumn cOnrt costs D8sign, print & marketing Di51ribub"on Website Friends admin15tralion cOnrt Manager fees and expenses Social Media Manager and advertising Administration fees Professional fees Sundry expenses Total expenditure 2.485 18,017 453 3.938 3.966 1,873 4.100 949 2.286 332 210 133 1.313 2,228 12.092 2.345 16.220 337 4,281 1,835 2,100 699 2,336 308 348 60 995 2,124 11.279 60 2,363 2,950 57.325 50,654 {Oeficitl I surplus for the pertod 15,276) 812
WiTrchester chaMr Music Festlval Tnsst Balance Sheet As at 30 SEPtqmb@r 2025 30.09.25 30.09.24 Unrestricted Cash at bank 50,905 55,287 Ints)ff* ill advan¢e (9.5081 18,614) Net assets 41A97 46.673 ReseNes brought IDThward 46.673 45.867 (Deficttl I suwus (5.2761 812 Total funds- unrestrithd 41,397 46,673 The finan¢i81 staternents were appll>ved by the Board of Tnjstees $19Tred on their tehalf by."
Wlnchester Chamber Music Festival Trnst Notes to the financial statements FOT the 12 rnorths ended 30 Septernber 2025 1. Accounttng poll¢les The principle accountrng wlicies. which have been applied consistenty. are as follows.. 1.1. Basls of Prgparation and assessment of going con¢em The financial ststements have been prepared in ae(x)rdance with Accounting and Reporting by Charities. Statement of Recommended Practice applicable to charItS preparing their accounts in accordan wrth the Financial Reporting Standard appIlble in the UK and Republic of Ireland IFRS 1021 {effective 1 January 20191- (Charities SORP IFRS 10211. the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021. Winchester Chamber Music Fest'val Trtjst is a charitable Incorp)rated Organisation (CIO) registered with the chanty commission Iregistrabon no 1160142} in England & Wales. The CIO meets the definition of a public benefft enb.ty under FRS 102. The trustees have consK1ere(I possible events or o)nditi"ons th* might east signtficant doubl on the ability of the charity lo conlinue 8s a going cOrrn. The trustees have made this assessment for a period of al least one year having covsidered the ¢h3rty's forecast and projections_ After making enquiries the Iruslees have concluded that there is a reasonable expectab.on that the charity has adequate resources to continue in operab.on for the foreseeable futurè The charity therefore contrnues to adopt the going concem basis in preparing these financial stalemenls. 1.2. Income Items of income are recognised and included in the financial ststemenls when the charity has enliuemenl lo the funds, and perforrrrdnce condibons attached lo the InMe have been mel and the amount czn measured reliably. Income from charitable activrties is included in income in the period in which the activty tskes place. Income received in advance of a perf0Mnce or provision of other specified Servi is deferred until the criteria for Income recognttion are mel. unstrICted funds ale available to spend on acb"vities that fvrther any of the purposes of the charity. Reslncled fund3 are donations whith the donor has sr)ectfied are to be used for particular areas of ihe charity'5 work or for spTriC projects being undertaken by the charity. 1.3. Expendlture All expenditure is accounted for on an a(Lruals basi5 and is recognised when there Is a legal or consltuGlive obligation to pay. Expenditure rtems have been classtfied under headings that aggregate all costs related to each catJ0ry. Expenditure on charitable acttvibes includes the cost of perf0mlan5 and other educational activrties undertaken to fvrther the PLFrposes of the chanty and their associated support costs. 1.4. Cuffent assets TTade and other debtors are recognised at the setdernent amount due. Cash at bank and cash in hand incluées sh and short term highEy liquid Investments with a short maturFty of three months or less.
Inchester Chamber Music Festival Trust Not8s to the financial statements For the 12 months ended 30 September 2025 1. Creditors Creditors and provisions are rettognised where the chanty 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 dve lo settle the obligation Gan be measured 01 esb'maled reliably. Credrtors and provisions are normalty recognised at their settlement amount after allowng for any trade discounts. 1.6. Fund accounting Unreslricled funds are available to spend oll acb"vities that further any of the purposes of the charty Restricted furkds are donatson5 which the donor has specified are to be solely used for particular areas of the charity's work or for specffic arb'stic projects being undertaken by the charty. 2. Trustees, remuneration During the pericxl no trustee receNed any remuneration for being a tnjstee. Trusl88s weie reitnbursed expenses incurred of £68212024.. £3491. Kate Gould received iotal fees of £4,55512024." £4.C641 fr)r artistic direction and mus81 erfom)anGe and Fiona Edmondson received fees of £2.10D12024-. £nill for social media work. In the prior year. other trustees David Blunt and Liz Peller received fees for performing al the Festival lotalling £200. All perforn8n fees were Galculated on the same basis as other musicians.
CHARITY COMMISSION FOR ENGLAh'D AND VIALES Independent examinerfs report on the accounts Seetion A Independent Examinerfs Report Report to the trusteos Winchester Chamber Music Festival Trust On accounts for the period ended 30 September 2025 Charity no (if any) 1160142 Set ¢)ut on pages ' I report to trustees on my examination of the accounts of the akne charity (Ihe Trustl for the period 1 October 2024 to 30 September 2025. Responsibiltties and basis of report As the charitS trustees, you are responsli )le for the preparation of the accounts in acconjan with the Tequirements of the Charities Act 2011 {Ihe ACL"). I report resm of my examNiation ofthe Trust's accounts carned out vnder sectlon 145 of the 2011 Act and in carying out my examination, I have followefj all the ap[Aicate Directions gtven by the Charity Commission under seEtion 145(5){b) of the Act. Independent I have completed my examination. I confimi that no materi81 matters have examinePs statement come to my attention in conneclton with the examination which gives me cause to believe that in, any material resrÉct." the accounting records were not kept in accordance vrith section 130 of the Charrties Act", L)r the acc¢unls dwj mt aCrd with the accounting records,. or trbe accounts did not comply with the appliGoble Fequiremenls concerning the fomi and content of accounts sel out in the ch8rit.es (Accounts and Reports) Regulations 2008 other than any requireEnent that the accourts gtve a true af)d fair. view which is not a matter n5idered as part of an independent examination. I have no cop.cems a1 have come across no other matterg in eonneclion ith the examinabon to which attention shoLJld clrawn in this report in order to enable a k¥oK*r uThlerstanding of the accounts to be reached. Signed: Date: Name". Tobias Ight Relevant professlonal quallficalion($) or body lif any): FCA {ICAEW) Address: Stockers Avenue nchester. Hampshire IER Oct 2018