STATE (*TAUST Balantesheet
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STATE OFTrVST P40TESTOIHEHWIIKIAisfATfMEiifsFOVIMYEAVI EIIDED30SEPTEMnER2011 IRi1$T REMW4EAAnU4•M> EXPEIISES oTrustee5. Trorany per5an510rwiertÈd Withthem, rec•%daryremurwaticffj frrmthe(har1tyryth4r. & TAXATIOII Thetharity reEisterEdthathandlsthetftyx•wrtftwtsx#kn. Prepayments & CAÈDrfoR.AMOiIIITS FAUIIG lirynmll WYEJI Trade Creditors 5Marsh PKcw l>erarWrt (redrfttsd £295 e141 E333 £216 OIARITW STATUS ThèCharsf¥ K5 a ch¥ity limited by8uawantee andc(rfwquen¢tyi&xs hknYth3te<apital. Eath oftheTnvstees is hatrde to Ith FUNIIS UTrre5trthd6eTry¥ Funds ta.1 uo.I i•,crfi Unrestricted Geneial £21.626 £i%o £4,r*i
Trustees’ Annual Report for the period
From Oct 1[st] 2020 Period start date To Sept 30[th] 2021 Period end date
Charity name: State of Trust
Charity registration number: 1160275
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote the arts for the public benefit in particular, but not exclusively, the arts of dance, music, poetry, photography and film **making. ** |
| 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 |
In 2020-21 State of Trust delivered a successful programme of training and workshops for schools and care home residents in Somerset under the title 'Where Is Home?' This project. funded by HPC/Somerset Community Fund, employed a team of dance professionals and educators to work inter-generationally and to explore issues of identity and belonging in West Somerset communities. In 2020-21 State of Trust conducted an R&D project. 'Coleridge Unbound', funded by Arts Council England, which commissioned renowned Black choreographers and dance artists to create new site-specific work and dance film in response to the writing of poet Samuel Taylor Coleridge and his stance against slavery in the !ate 18th Century in the West Country and further afield. In 2020-21 State of Trust was successful in raising funds from MHCLG via Near Neighbours (formerly Church Urban Fund), towards the cost of delivering another year of 'Remembering Windrush', including live performances, new music composition, workshops in schools, online classes and live ZOOM panels around the theme of Windrush and the contribution of African Caribbean people to UK society and culture over the past 70+ years. Coming out of lockdown meant that this year's programme combined face to face 'physical' activity, alongside 'virtual' online work. The year included successful applications to Somerset West & Taunton |
| Council, Sedgemoor District Council, This Girl Can, and the development of a bid to Arts Counci England for 'Cane Warrior, an adaptation for dance theatre of author Alex Wheatle's critically acclaimed novel of the same name, involving multiple partners including Bristol Old Vic, Rambert, Black Cultural Archive, Book Clubs in Schools, Lambeth Borough Council, Bristol City Council and the Jamaican High Commission. During the year State of Trust concentrated a lot of effort on creating significant partnerships for potential new projects and worked hard on fundraising to support these. In conclusion, 2020-21 can be viewed as another year of progress towards the sustained viability of State of Trust and of its philosophy of socially engaged artspractice. |
||
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have reviewed the guidance issued by the Charity Commission on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
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 | Since its inception in 2013 State of Trust has provided a platform for many emerging and established artists, particularly Black and ethnic minority artists. State of Trust’s support has influenced the skills and career development of artist beneficiaries. In 2020- 21: 1) the Where Is Home? project provided opportunities for artist beneficiaries to pass on skills and knowledge and to deliver a programme of learning to mixed migrant and indigenous communities in West Somerset through schools’ workshops and visits. As a result, local children and young people learned empathy with others of different backgrounds. The wider benefit to society is improved race relations and social cohesion; 2) the Coleridge Unbound project provided an opportunity for artist beneficiaries to examine the work of Coleridge as an abolitionist and to respond creatively through choreography and music. Via meetings with local community groups and workshops in schools, local people including children got to learn about their own local history in relation to S T Coleridge and the transatlantic slave trade/abolition movement. The wider benefit to society is improved understanding of shared history and greater community cohesion; 3) the Remembering Windrush project allowed a group of musicians and dancers including original Windrush generation contributors to create new music and choreography, to teach about the Windrush Generation in schools and colleges and to engage with many hundreds of people in the form of live performance, and online in the form of live panel discussion and debate and online classes. The wider benefit to society is increased knowledge of the Windrush Generation, and of Britain’s relationship with the Caribbean and Caribbean culture, thus aiding community cohesion and integration; 4) the Cane Warriors project, although only in its planning stage, sparked debate between partners and supporters and served to increase awareness of slavery and Britain’s historic relationship with Africa and the Caribbean over 400years+. |
|---|---|---|
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against | Para 1.41 |
|---|---|
| objectives set |
Performance of fundraising activities against objectives Para 1.41 set Investment performance Para 1.41 against objectives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Charity operates on a project-by-project basis and therefore has minimaI overheads. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | At the end of the period, the Charity held a small reserve of £66,906 of restricted funds which is allocated and will be applied to specific future projects/activities, and £14,081 of unrestricted funds. |
| Amount of reserves held | Para 1.22 | £80,987 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
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 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Memorandum & Articles of Association |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Company Limited by Guarantee without a share capital |
| 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 | BOARD OF DIRECTORS The number of the members of the Board of Directors shall never be less than 3 and, until otherwise determined by a General Meeting, shall not be more than 7. The Board of Directors may from time to time and at any time appoint any member of the Company as a member of the Board of Directors, either to fill a casual vacancy or by way of addition to the Board of Directors, provided that the prescribed maximum be not thereby exceeded. Any member so appointed shall retain his or her office only until the next Annual General Meeting or election ballot, but he or she shall then be eligible for re- election. |
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 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charityname | State of Trust |
|---|---|
| Other name the charity uses |
| Registered charitynumber | 1160275 |
|---|---|
| Charity’s principal address | 15 St Peter Street Tiverton EX16 6NU |
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 (if any) |
|---|---|---|---|---|
| Paul Land | Chair | Board of Directors | ||
| Steve Maingot | Board of Directors | |||
| Sophie Rasmussen | Board of Directors | |||
| Colin Mayes | Board of Directors | |||
– Corporate trustees names of the directors at the date the report was approved
Director name Paul Land Steve Maingot Sophie Rasmussen Colin Mayes
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
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)
| 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 |
||
| Secretary | Stephen Marshall | 15 St Peter Street, Tiverton EX16 6NU |
| Chartered Accountant |
Roger Sutton | Leigh Croft, Bridge Road, Leigh Woods, Bristol, BS8 3PE |
| Name of chief executive or names of senior staff members (Optional information) | ||
| Deborah Baddoo MBE, Artistic Director |
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
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Stephen Ross Marshall | ||
Secretary |
||
| 13th May 2022 | ||
| 13th May 2022 |
STATE (*TAUST Balantesheet
$rATETrU$r TheTnJ5rees. who aredwectorsforthe wrposesof ccthparry w. preseDtthe•MUTepQrItoReIYitkn he ffflarKi Steve Marfot Cdin Ma5 The Chanty e¥i5tsto womrte the art$fLy pubktoneft pwlKL4¥. l¥JtMtcthrrtty.the ¥ts orda. poetry. pt3h¥nd fin rn•kr¢ .Stsi¢ iifTTVSf rrystered th4rirySrtup io are$so aThd qwcornmunirycithesitm thr( arts ilry. In 2020.21 State ofTrust deliFa socct55flllprowe 0ftrainiDd1knkth0p5ftst5th05 #nd carthrJOrtsthts 5oThersttunderthe i]E Trvhert [5 11¢)m&.' This¥1¢¢¥ byHPc1LfMlrnmry Fund emplo)Yda4ryofdwce prtsfeMional%JJhdedlltstors ta wo¥k thlrf.8rhttIIUyath1 e$&ty1dbtlDnvni in Wtsi SomersttivrnThlLn¥ties. In Suk0fTnMiconduMd R&T) PTry¢(L'Cdrn Unlxwnd.. luThdtdbT Art3Cthl EnBkndkni(h iotnnjiSSiLCa rtll(n4med Nxk thoTwrxphcr5 and dn(eaTti515Itsar4tellV• Nle.Jpvdfi¢woYk thddn¢¢ fiimittttspw¢ftsth¢wntingOfE Ihtl•ie JBihf.eniUryilltheW CAMtIlld loThheridd 20_W?1 &4 0fTnI WJ5Sui(e&d In TaLfundS from hlHCLGviJ btarNt4hb(ttttitychUrth Utbatt Fundk thèrdsthtc0Of ddlvcwano¢1TYclTd.Remkn1$WUdl'.tR(IUt li¥r pcrformancr& ncWmlLSic Kh(d onedt$&a live ZOOM panelsTawuE thethalledwytthdi 1udthr<DntriEtrjn of AfIbE Caribbeanptwe tLTrUK soa nd culNrrovttthrp&%t 704 ytats fA)mUY(#Jtof)thd(Mnty¢ani tb# th75ye5woywm¢i¢)rnbLD¢dfatt '5y5.actrty, 41onwde'¢lua1.tslle0Tk ID thiSytar.si ofTru# wn01 gj¢ces1 m raL4ingfi]llth frorTr the PRSOyFund (or (hganiuuon%i(swaTds ihe projed They in¢bJd¢dsD¢<e55hU apFlio¢ionsw&)rner5a &TiuDton IAxuJal. kdgThoorDi51nct Bl•& ('ulIrai Arthiyt, B(thlJthirth iouD(il. BristdcityCA)Ul andthe JaJn¥ian HiBh CA]15510 I)u[srYT SEatt 0fTnulcDCrthtrdajoE of ef&)rtthiirt5wfiaRi rtTfsh1PSfO[ Emrtcntial IPTUJeCts andwurked hzrd on fundraTr8 tOSllPPDY4thtst. Ill <on(lusiorK 2020.21 rS the ML%tsJthed viabilityol eTrLets(ontirrn th41 thryh CthDp1d 4 dthe(knilieS Att 2011 tobatthhtTe84Tdth thc Aic knitfitwda.- pthwh¢dbyth¢ Thetharftymadèn08ratsthi4f. Fkn•ndalllÈ¥6thw The Charfry hddsa small reserveof.. ofie5trirted fvTrdsalt beapdtofvlwe¥lth•KI £14,081 olthrestn¢ted fundsatthe wjrfof thearkU[h 11 be •ppIlfVIe tIdES. ThE CharStyoiates ISand1hor¢ ha5fflirtrrd The CompaDyincorparated 24 September 2014as a ComparryUmitedbyGuaranteeand i5K(hYrnEd hfits MEm(nnthJrn aDdknhdes TrusteesarèapwxfitÈd theirsklll and tMffiIiO ¢thtrknttythÈCh¥ityilecihY. Eathwr¢W INrd%hallreiSrÈfrnm a1£. il in ¥reemenl. siandfor rMle¢kn In ar¢vrntsrtrith theth•tiiEsArtKlty atthe lorthcamin8AGM Steve Maiw%%rfII rEtlren
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Povl Lattd
Steve Main8Pt
Colin
Sophie fta5mu5
ThE TruStÈes Iwhoare alsothe DYe<tor5 015te0ffn1fOr the Wr[01[¢Wl are resrthsthforpreparinÉ
thefinant ststemEnts 41 actsYdancewiththE tJnrtEd (Vnhd Kingd GertrthAcctpted
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Mr. Stephen P13rthall
prVI8011ke
Barn Cotw,
underdo Farm.
Uppottuy.
Oevon. EX14 9)R.
09234089 The Ch¥itylsi
srATE CTrU51 IFWENDENT EXAMWIER'SAEPORTTOM TrUSVEESOF5TATE OFTRiST I reprrt thEacrwnts oftheChafftyfurthE yehded embe1 ion Nch¥e 5elwt¢Jnpage$6ty IL YoufattEnknOn isdrawn tothefartthatthechantyhas kyepared the F1n•Ki#1St•tth kcouDtinB4nd epr b¥Charrt PTeparingtheir acccwts kn awlicat4p the UK ad ¥lewts( Llltpland IFR51011 in prefefen¢eiOtheAttsftbn1 and ReporUrrf by th¥irie5.' statem10Re(offiwt Practke 2CI)5 rel4¥redtDin exwi wrthdrnft. We understand thaithis has ien dobÈin wder forthe aCts ¢ThfreWth xcordancewththe Geller31 Acceoed Ac¢c4Jntin8 PraLti efferri¥e IDr rÈfrtMtln8 wiL41sknnion orafter I laTruary2015. TheTru5tee5 lwhoareatsoDirertsrffhe ¢OtnlVff wipos¢sof companylawl are re5POn5JtfwthpwepbrètK>ll ofthE Ithe 2011 ktl and tt a# IenteatlS reded. saUsfie& 1$t1chY rnt 5L4eEt el"tefKthpendertl eXJmlnèti. ttis myresponOATrto'. eXarnethe attourrts urKler section 145olthe2011 14515Kblofthe2011 4tr. ¥n t05Ute ther prtitiAxmlersha¥et¢e tomyatterrtion. indudes • reviewoFlheaccvuntin8reuwds kept tythe Charityand a ¢vriSOfthc xyfwrrt5 wESetrtedth Ih(Ke yov 4$ Tntstees¢on¢pmkn8•ww¢h matters. T1W(re5 w&rEaken &) nOtwoNwJe¥ltTr PenCe thatw(¥JW be rEqiwred inan auilit ¢pwUenYYlnh?n S8f¥en astO¥¥hetheTthearrW wesenta'lA and 1VieW. the rèwt lslwnited ttstknè mattttsset ¢)Jt wlthestaternentbeknw. In DeCInwrth mvexaminth. no matterha5comety rny atteptkn.. wffle a ie3SCffj3t4e Giuse robelif4Eth any nwlcrlIr5I thEwwtfflENts'. . tokfeg a¢t¢Nml¥y rEt(dsknac(¢xdance¥Jah 5ecixffj 0fthe Ctynparues Art 3", settit 396oftht CompanlesAct 2LK6and the TrbEthrotsand Kmintw the&tMEnt c<Recon¥neTrJed Practke.. AccounOn8and RewDn& by Chafi*s. Ro¢er&Jtton Lash Croft. 8ridge Aoad. Lsh Wooth. North 5omerxos83PE.
srATE Cf Tru STATEpAEKf OFAIIAFKIAL£nvmESFCIIThEVEAR E1rntr305EmMW¢2021IIMCUKMIGllltriME M) Tot InEome ar Er0¥mISIrm. £ioJ £ioIxK £78.917 £8&917 Grant5& Dmatk Tot4 Income ÉW17 917 £io.o)J Charitable E3L541 LYI Total enthre £31541 £0 UL541 £47.376 £57,376 É47.376 £iomi £57.6 Tpta FundsowhtF¢)n¥ard U9,5 £4Xel £23.611 Totsi FunLls(arrW F¢ywxd io 66. £14XffjI £80,%7 Total th)rTI ActilIEs Gtants & Don10$ Trtal l•come EI52D £i,s?o £19,sao £ii.( £19.5XI EJ.520 Expendttweon: (19.165 TcrtalEwtndfturt £19.L £0 £19. £465 EA.S20 £1.985 f4S £i.S20 £1,9A Totsl Fund5 erohtFrmw¥d £21.626 ?1?6 Total FuThd5 Carld FrKward £22.flJl £1.520 03.611 lof the Char4ty5 tlIder¢ fromcorfinyryoperati1>155 The brea(*2I8art 2019areshLwm Ilote
STATE OFTriW DEbtor5 C4sh at andihh8nd £0 £23,? £21827 E81.320 £81.320 £33 £216 N•iAs#tsmb¥uii¥l .987 £13,611 unrestrirted Fuy)ds Resirtted Inccffj Fur5 £14.1 £66.9 £4.L¥l £19.530 T•tsl Fypds £WJ.987 £23,611 For the finantsal year ended 305eFrtefflber 2021 the(3YWa5cTred w exem[frC¥naUdSECbOti477•l Cornw$1 2C116 relatin£ tosrnl cornpaDie mernlxts have not rcqi4rEdthe (hlty00I1lTr an hi qt10Th in accor4$ th Sett476.. •nd attaunknty retrffjd53r proparnkn ofacoiunts. Ibesea¢((Wthts havebtrn in widaKevitithe kym15iryppknetotMa&Su¥e(l1oEhe sTrall tarnPans rÈ8lmÈ. Thefinlrwil ststrrnerfs rnpw$6fO b¥theTnu*e& lth. lahu¥¥2021and dohtheir behawknr. Mr. Paul Land Charnan
STATE OFTrUST ThewncipalattoLmVn£ policie5 appw in the preparabw ufthE3efinal$tCTh$we Thesewjltr have beem corysistentlyapd1OJll ofthe yeary pruemed. unless LtheM5e srt. financlal staEements been prewed kn auoroancewth and Ryniwby ari¢Y%.' StJtement of Recommended PrdcD<e apk4uYe iotharitie5 weparirytthwr¥wuntsinacctydèr2with nflI1 Standard aprIcae{ the UK and Republical lieland IF%$102lIeffttb I larvJary2Ots1-{O¥rItsp IFRS10211, th Flnancia RtPDrnngStandard appthe UK and RewkAKctrelWdlFAS102ltteclArt2r( srèLeolTrustmeets the deftNMn PLIK ier1[ enutyunder FRS102. ASSetsd kaWleS¥enM5¢dIt hthlitalc¢%%t or trartsacrth ¥abJe urtess OtheSe staled tr¢the rVanIactS pob.cy ThDte5. The TNstÈSt0fth3ttherÈJre ¢h)matorS¥ abrmrtthe Ch¥itys 3 rconCern nL¥any Siwthtsrtareas of UntÈrtaktytF&taffe<tthe L¥rwnRvalueassetshÈld bythechwty. TrJnsitron to FRS 101 Chart$s(wip FRS 1023 rtrstatemeDt ofcompxNe item5¥Ja5 rewThl. arerewred J5 a reyjt ofthr trantiOn ID FRS 102. ItKoffle Income15 rKogTh5ed inihe tEmentoffihaI A¢rTknswhEnthEChxltybÈtames eniwt0theCes', r[ more likdylhfiollhatthe Trustees re¢eiveth¢ rvspJitys," the nje£n be mea5uved th sufficiem rdiJbdrtv. Abl expendUre i%Tec0wieé oNe there ts a 10r(on5tyff¥y obhg3Don tothat ekFfftrtwe. ft 15 pr¢thkde that5eWernent Is iequiredaDd the bE measL¥ed rdwbty. costs ¥e¥loatedtothe eWdIEU that arelate$1MI..1è1Coststoth3t¢ate8lWY. Wlwe c4)5ts ran1 beilir¢¢tI¥attn tts Porlr h¢adingstheyhknbeen all(ated on a ccffisisteni withtheu5eof re5owcE& with(cntarf 5ttcostsilMK31ed ¢the ba5LsoltsmÈ deprec53tTr thar6esaHocd wthe porDmoffv a$5efs yse. {x¢Strafeaaledè15ed on theswead ofstaff f05t Charitable ewndr¢urEUVl5eSthts tDKts iThturted the Chatityin thederyolos aawitse5and ser1rycesfr it5 benEfi<ls. It InddeSIxh th•tcan btallrxated dectytO shaC1eSaThl th(05&Tr iTrdwettnJtyre nete$5aryto suoprtthem. TCharIreCeived no6rent6Trts. Thecharlty & considefedtOPa5sthete5ts Set outln P•raernph I SthÈdLts6ofthe 113) kf20l0thereIrye irffthe definitfjonof a charitat4ecompanyfvr Uk wrporalx)nt•xwiKxJSes. Atcordith.the Ch)nty r& weDiiJlty exemptfrorn tsxatyon In respect ofincomeat t3pital8aS receThd wthn£ate8rffts covered bvchapter JP¥rt Ilvfthe CrywrtK)nTaxAtt 2010or Section 256althè T3¥attt 0fCheae Gams *r 1993. Totheexrenith•T s¥th ryAalns a appllÈd excluswto
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STATE OFTrVST P40TESTOIHEHWIIKIAisfATfMEiifsFOVIMYEAVI EIIDED30SEPTEMnER2011 IRi1$T REMW4EAAnU4•M> EXPEIISES oTrustee5. Trorany per5an510rwiertÈd Withthem, rec•%daryremurwaticffj frrmthe(har1tyryth4r. & TAXATIOII Thetharity reEisterEdthathandlsthetftyx•wrtftwtsx#kn. Prepayments & CAÈDrfoR.AMOiIIITS FAUIIG lirynmll WYEJI Trade Creditors 5Marsh PKcw l>erarWrt (redrfttsd £295 e141 E333 £216 OIARITW STATUS ThèCharsf¥ K5 a ch¥ity limited by8uawantee andc(rfwquen¢tyi&xs hknYth3te<apital. Eath oftheTnvstees is hatrde to Ith FUNIIS UTrre5trthd6eTry¥ Funds ta.1 uo.I i•,crfi Unrestricted Geneial £21.626 £i%o £4,r*i