Trustees’ Annual Report for the period
From 01 October 2023 to 30 September 2024
Charity name: Baroque Week
Charity registration number: 1161774
Objectives and Activities
| SORP reference |
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|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 1) The promotion and perform chamber music for the publicb 2)To promote education in bar public benefit. ance of baroque enefit oque music for the |
| 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 |
Administrative, planning and pre undertaken for the 2024 summer held in August. paratory work was course, which was |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In performing their duties, the regard to the guidance issue Commission on public benefit. trustees have had d by the Charity |
Additional information (optional)
| SORP reference |
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|---|---|---|
| Policy on grant making | Para 1.38 | The Trustees continued to apply criteria and procedures for the covering part or all of the fees for in order to ensure thepublic benef the adopted formal award of bursaries the summer course, it. |
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 2024 summer course was he School, Caversham from 11thto course was fully booked wi international participants; the tota fractionally down on the record year. The course provided educational forparticipants in baroque mus ld at Queen Anne’s 18thAugust. The th both UK and l attendance was 95, number of 97 last and creative activity icperformance and |
Ba r oque Week Oct 2023-Sept 2024 Page 1
instruction. The course offered inspiration and guidance to both singers and players of baroque music from an expert team of leading specialists in historical performance style, including a concert from the course tutors. Informal student performances took place each day during the course and a public performance of baroque music was given at the end of the week. The principal theme in 2024 was “Fairest Isle – A musical journey around the British Isles”, featuring masterpieces by Purcell, Handel and Blow, as well as exploring the lesser-known but rich and varied musical life in 17th and 18th century Britain.. Six full and three part bursaries were awarded to musicians who would not otherwise have been able to attend the summer course, covering accommodation, board and tuition at a cost to the charity of £870 per award. Subject to the availability of funds, the trustees award the bursaries on the basis of the need of the applicant, their potential to benefit from attendance and the potential for others (course members and the wider public) to benefit from their attendance. The typical beneficiary of a bursary is a music student who is planning a professional career in order to give them exposure to a wide range of musical opportunities. Two recipients were more mature participants who needed financial assistance in order to attend the course. The Charity maintains a website, a members’ Group on Facebook, and a Facebook Page in order to publicise its activities.
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | As the core of the course is chamber music, in groups of as few as four participants, the summer course has a higher tutor-student ratio than most other comparable music summer schools. This means that costs are higher than many other courses; however, the fees are set to be close to break even if the course is virtually full in order to maximise the public benefit. This year we again received generous donations totalling approximately £6,900. This meant that the funds show a surplus of income over expenditure for the year of £5,343, which may enable more bursaries to be awarded for the 2025 course |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Trustees intend to cover the cost of the annual summer course through course fees and donations and to provide at least five bursaries each year. If the summer course is fully booked then this will contribute a modest surplus to the reserves as a buffer against unforeseen expenses,fewerparticipants,or the award |
Baroque Week Oct 2023-Sept 2024 Page 2
| of more bursaries, in future years. The total reserves represent approximately one third of the expenditure in a normal twelve-monthperiod. |
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|---|---|---|
| Amount of reserves held | Para 1.22 | £22,385 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Not considered likely. The charges from our host school for the summer course are on a per-head basis with a fairly low minimum number of participants, so we would expect to be able to cover fixed costs such as tutor fees and administration from our reserves, even if attendance at the summer course was unexpectedly low. |
| 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: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Principal sources of funds are: 1) Fees for the annual course 2) Membership fees and donations by Baroque Week members In a normal year the income covers the expenditure, which comprises hire of facilities and accommodation for the courses, payment of professional musicians to tutor course participants, essential administration costs of the summer course, hire of musical instruments and purchase of sheet music as required. This supports the objectives of the charity through its courses. Funding also enables the provision of bursaries to musicians who would not otherwise be able to attend the course. |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g. unincorporated association, CIO) |
Para 1.25 | CIO |
| 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 | Elected from the membership |
Additional information (optional)
You may choose to include further statements where relevant about: Relationship with any related Para 1.51 One Trustee, Alexandra Jill Caudle, received a fee for
Baroque Week Oct 2023-Sept 2024 Page 3
parties
her work as Course Administrator of the 2024 summer course, and a connected person, T heresa Caudle, was paid a fee as the Artistic Director f or planning activities for the 2024 course and an additi o nal fee as a Tutor on that course. The Trustees agreed t hat these payments were in the best interests of the charity and in accordance with the Charities Act 2011 and the charity’s Constitution. No paym e nts were made for any duties carried out as a Trustee.
Reference and Administrative details
| Charityname | Baroque Week |
|---|---|
| Registered charitynumber | 1161774 |
| Charity’s principal address | Burles Lodge, Crondall Lane, Dippenhall, Farnh GU10 5DN England am, Surrey |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 |
Trustee name | Office (if any) | Dates acted if not for whole year |
N e (if ame of person (or body) ntitled to appoint trustee any) |
|---|---|---|---|---|
| Francis Michels | Chairman | Retired and re-elected at AGM on 16/8/2024 |
M embers of Baroque Week |
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| Geoffrey Paul Lawrence |
Vice-Chairman | Retired and re-elected at AGM on 16/8/2024 |
M embers of Baroque Week |
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| Martin Richards | Treasurer | M embers of Baroque Week |
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| Alexandra Jill Caudle | Retired and re-elected at AGM on 16/8/2024 |
M embers of Baroque Week |
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| Sylvia Turner | M embers of Baroque Week |
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| Caroline Gibbons | M embers of Baroque Week |
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| Roger Deats | M embers of Baroque Week |
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| Paul Woodmansterne | M embers of Baroque Week |
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| Peter Rose | M embers of Baroque Week |
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) Geoffrey Paul Lawrence Ma r tin Lester Richards Position (e.g. Secretary, Vice-Chairman Treasurer Chair, etc) Date 23[rd] June 2025 2 3[rd] June 2025
Ba r oque Week Oct 2023-Sept 2024 Page 4
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Baroque Week 1161774
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/10/2023 30/09/2024
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Baroque Week Fees 64,981 - - 64,981 60,035
Bank Interest 1,016 - - 1,016 578
Donations/Membership 6,907 - - 6,907 4,510
Gift Aid Reclaim - - - - 426
- - - - -
Sub total (Gross income for AR) 72,904 - - 72,904 65,549
A2 Asset and investment sales, (see
table).
- - - - -
- - - - -
Sub total - - - - -
Total receipts 72,904 - - 72,904 65,549
A3 Payments
Baroque Week Fee Refunds 2,930 - - 2,930 1,050
Venue Hire 39,664 - - 39,664 40,380
Tutors Fees 13,482 - - 13,482 12,780
Admin Fees 5,915 - - 5,915 5,635
Music/copying 1,192 - - 1,192 1,987
Refreshments 2,548 - - 2,548 2,080
Keyboard Hire/Transport 1,232 - - 1,232 -
Stationery/Advertising/IT 196 - - 196 678
Insurance 402 - - 402 326
Bursaries - - - - -
Sub total 67,561 - - 67,561 64,916
----- End of picture text -----*
* See Trustee's Annual Report
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A4 Asset and investment purchases,
(see table)
- - - - -
- - - - -
Sub total - - - - -
Total payments 67,561 - - 67,561 64,916
Net of receipts/(payments) 5,343 - - 5,343 633
A5 Transfers between funds - - - - -
A6 Cash funds last year end 17,042 - - 17,042 16,409
Cash funds this year end 22,385 - - 22,385 17,042
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12/06/2025
CCXX R1 accounts (SS)
1
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | |
|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities |
(agree balances with receipts and payments account(s)) Details Total cash funds Details Details Details Details Sheet Music Fans Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ 22,385 - - - - - 22,385 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - - Fund to which asset belongs Cost (optional) Unrestricted - Unrestricted - - - - - Fund to which liability relates Amount due (optional) - - - - - - - - - - Print Name Martin Richards Geoffrey Lawrence |
Endowment funds to nearest £ - - - |
| - | |||
| OK | |||
| Endowment funds to nearest £ - - - - Current value (optional) - - - Current value (optional) - - - - When due (optional) - - - - - Date of approval 21/05/2025 20/05/2025 |
12/06/2025
CCXX R2 accounts (SS)
2
CHARITY (OMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Baroque Week On accounts for tho year ended 30, September 2024 Charity no (if any) 1161774 Set out on pages I report to the trustees on my examination of the accounts of the above charrty l.the Trust") Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {°the Acl'l I report in respect of my examination Df the Trust's accounts carried out under section 145 of the 2011 Acl and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515){bl of the Act Independent examinerfs statement I have completed my examination. I confimi Ihat no material matters have Come to my attention in connection with the examination which gives me cause lo believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act., or the accounts did not a¢cord with the accounting records,. or the ac¢ounls did not comply with the applicable requirements concerning the fomi and content of accounts set out in the Chanlies IAccounls 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. I have no concems 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. Please d ete the words in the br8ckels if thgy do not apply. Signed: Date: Name: Robert H C Plumb Relevant professional qualification(sl or body (if any): B Comm CA {SA) FRICS Address: Uplands Cottage Whitchurch RG8 7HH