## **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||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|1) The promotion and perfor**m**
chamber music for the public**b**
2)To promote education in ba**r**
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 pr**e**
undertaken for the 2024 summe**r**
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 issu**e**
Commission on public benefit.
trustees have had
d by the Charity|
## **Additional information (optional)**
||SORP
reference||
|---|---|---|
|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 bene**f**
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 h**e**
School, Caversham from 11tht**o**
course was fully booked wi
international participants; the tot**a**
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.|
|---|---|---|
|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, Farn**h**
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|
||Geoffrey Paul
Lawrence|Vice-Chairman|Retired and re-elected at
AGM on 16/8/2024|**M**
embers of Baroque Week|
||Martin Richards|Treasurer||**M**
embers of Baroque Week|
||Alexandra Jill Caudle||Retired and re-elected at
AGM on 16/8/2024|**M**
embers of Baroque Week|
||Sylvia Turner|||**M**
embers of Baroque Week|
||Caroline Gibbons|||**M**
embers of Baroque Week|
||Roger Deats|||**M**
embers of Baroque Week|
||Paul Woodmansterne|||**M**
embers of Baroque Week|
||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
**----- Start of picture text -----**
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_
**----- Start of picture text -----**
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
**----- End of picture text -----**
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