Trustees’ Annual Report for the period
From 01 October 2024 to 30 September 2025
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 performance of baroque chamber music for the public benefit 2) To promote education in baroque music for the public benefit. |
| 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 preparatory work was undertaken for the 2025 summer course, which was held in August. |
| 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 trustees have had regard to the guidance issued by the Charity Commission on public benefit. |
Additional information (optional)
| SORP reference |
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|---|---|---|
| Policy on grant making | Para 1.38 | The Trustees continued to apply the adopted formal criteria and procedures for the award of bursaries covering part or all of the fees for the summer course, in order to ensure thepublic benefit. |
Achievements and Performance
| SORP reference |
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|---|---|---|
| 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 2025 summer course was held at Queen Anne’s School, Caversham from 10thto 17thAugust. The course was fully booked with both UK and international participants; the total attendance was 92, slightly down from 95 last year. The course provided educational and creative activity for participants in baroque music performance and instruction. The course offered inspiration and |
Baroque Week Oct 2024-Sept 2025 Page 1
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 2025 was “Visiting Vienna: Exploring European Music at the Habsburg Court, featuring repertoire by 17th and 18th century Italian composers based in Vienna such as Bertali and Caldara, as well as by Monteverdi (who dedicated two of his greatest publications to the Habsburgs); by native Austrian composers Schmelzer and Fux; and by the German composer Hasse, who spent many years in Vienna between 1760 and 1773. Eight full and five 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 £910 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
| 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 received donations totalling over £14,200. This year we asked for major donations to be given to cover the cost of keyboard hire and to support bursary students. The response was that we received very generous donations totalling almost £11,500 for these specific purposes. Since the costs of these elements slightly exceeded the donations we do not carryanyrestricted funds into nextyear. This meant |
|---|---|---|
Baroque Week Oct 2024-Sept 2025 Page 2
| that the funds show a surplus of income over expenditure for the year of £5,008, similar to last year, and should enable us to continue to offer a significant number of bursaries as was possible for the 2025 course. |
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|---|---|---|
| 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, fewer participants, or the award 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 | £27,393 |
| 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 unexpectedlylow. |
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. |
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Structure, Governance and Management
| Description of charity’s trusts: |
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|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 |
Constitution |
| How is the charity constituted? |
Para 1.25 | CIO |
Baroque Week Oct 2024-Sept 2025 Page 3
| (e.g. unincorporated association, CIO) |
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|---|---|---|
| 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: |
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| Relationship with any related parties |
Para 1.51 | One Trustee, Alexandra Jill Caudle, received a fee for her work as Course Administrator of the 2025 summer course, and a connected person, Theresa Caudle, was paid a fee as the Artistic Director for planning activities for the 2025 course and an additional fee as a Tutor on that course. The Trustees agreed that these payments were in the best interests of the charity and in accordance with the Charities Act 2011 and the charity’s Constitution. No payments were made for anyduties carried out as a Trustee. |
Reference and Administrative details
| Charityname | Baroque Week |
|---|---|
| Registered charitynumber | 1161774 |
| Charity’s principal address | Burles Lodge, Crondall Lane, Dippenhall, Farnham, Surrey GU10 5DN England |
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 |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Francis Michels | Chairman | Members of Baroque Week | ||
| Geoffrey Paul Lawrence |
Vice-Chairman | Members of Baroque Week | ||
| Martin Richards | Treasurer | Members of Baroque Week | ||
| Alexandra Jill Caudle | Members of Baroque Week | |||
| Sylvia Turner | Retired and re-elected at AGM on 15/8/2025 |
Members of Baroque Week | ||
| Caroline Gibbons | Retired at AGM on 15/8/2025 | Members of Baroque Week | ||
| Roger Deats | Retired and re-elected at AGM on 15/8/2025 |
Members of Baroque Week | ||
| Paul Woodmansterne | Members of Baroque Week | |||
| Peter Rose | Members of Baroque Week |
Declarations
The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees
Baroque Week Oct 2024-Sept 2025 Page 4
Signature(s) Full name(s) Geoffrey Paul Lawrence Martin Lester Richards Position (e.g. Secretary, Vice-Chairman Treasurer Chair, etc) Date 15[th] June 2026 15[th] June 2026
Baroque Week Oct 2024-Sept 2025 Page 5
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Baroque Week 1161774
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/10/2024 30/09/2025
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 57,811 - - 57,811 64,981
Bank Interest 1,019 - - 1,019 1,016
Donations/Membership 14,244 - - 14,244 6,907
Gift Aid Reclaim 1,395 - - 1,395 -
- - - - -
Sub total (Gross income for AR) 74,469 - - 74,469 72,904
A2 Asset and investment sales, (see
table).
- - - - -
- - - - -
Sub total - - - - -
Total receipts 74,469 - - 74,469 72,904
A3 Payments
Baroque Week Fee Refunds 1,402 - - 1,402 2,930
Venue Hire 39,412 - - 39,412 39,664
Tutors Fees 14,697 - - 14,697 13,482
Admin Fees 6,510 - - 6,510 5,915
Music/copying 1,895 - - 1,895 1,192
Refreshments 2,711 - - 2,711 2,548
Keyboard Hire/Transport 2,136 - - 2,136 1,232
Stationery/Advertising/IT 255 - - 255 196
Insurance 443 - - 443 402
Bursaries - - - - -
Sub total 69,461 - - 69,461 67,561
----- End of picture text -----*
* See Trustees' Annual Report
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A4 Asset and investment purchases,
(see table)
- - - - -
- - - - -
Sub total - - - - -
Total payments 69,461 - - 69,461 67,561
Net of receipts/(payments) 5,008 - - 5,008 5,343
A5 Transfers between funds - - - - -
A6 Cash funds last year end 22,385 - - 22,385 17,042
Cash funds this year end 27,393 - - 27,393 22,385
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15/06/2026
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 B5 Liabilities B4 Assets retained for the charity’s own use B3 Investment assets B2 Other monetary assets B1 Cash funds |
Signature Details Details Sheet Music Fans Details Details (agree balances with receipts and payments account(s)) Details Total cash funds |
Unrestricted funds Restricted funds to nearest £ to nearest £ 27,393 - - - - - 27,393 - 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 15/06/2026 25/05/2026 |
15/06/2026
CCXX R2 accounts (SS)
2
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the truste88 Baroque Week On accounts for the year ended 30th September 2025 Charfty no lif any) 1161774 Set out on pages I report to the trustees on my examination of the accounts of the above charity (Ihe Trust.) Responslbllltles and basis of report As the charity's trnstees. you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 I report in resp% of my examinatton of the Trusvs accounts carr1 out under section 145 of the 2011 Act and in carryirYJ out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examinerfs statement I have completed my examlnation. I confimi that no rnaterial matt8rs have ¢ome to my attention in connection with the examination which gives me cause to believe that in, any material respect.. the attounting records were not kept in accordance with section 130 of the Charities Act,. or the accounts not accord with the accounting records., or the accounts dKI not comply with the applicable requirements conceming th8 fonn and content of accounts set OLrt in the Charrties (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf vbew vthich is not a matter considered 88 part of an independent examinats'on. I have no concerns and have come across no other matters in connection wrth the examination to which attention should be drawn in this report in order to enable a proper understsnding of the accounts to be reached. te the words in the brackets rfthey do not apply. Slgn•d: Dat•: Nam•: Robert H C Plumb Relevant professional qualification(s> or body (if any): B Comm CA (SA) FRICS Addr•8S: UplarKJs Cottage Vlhitchurch RG87HH