
## **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<br>reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|1) The promotion and performance of baroque<br>chamber music for the public benefit<br>2) To promote education in baroque music for the<br>public benefit.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17<br>and 1.19|Administrative, planning and preparatory work was<br>undertaken for the 2025 summer course, which was<br>held in August.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|In performing their duties, the trustees have had<br>regard to the guidance issued by the Charity<br>Commission on public benefit.|



## **Additional information (optional)** 

||SORP<br>reference||
|---|---|---|
|Policy on grant making|Para 1.38|The Trustees continued to apply the adopted formal<br>criteria and procedures for the award of bursaries<br>covering part or all of the fees for the summer course,<br>in order to ensure thepublic benefit.|



## **Achievements and Performance** 

||SORP<br>reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|The 2025 summer course was held at Queen Anne’s<br>School, Caversham from 10thto 17thAugust. The<br>course was fully booked with both UK and<br>international participants; the total attendance was<br>92, slightly down from 95 last year.<br>The course provided educational and creative activity<br>for participants in baroque music performance and<br>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<br>financial position at the end<br>of the period|Para 1.21|As the core of the course is chamber music, in groups<br>of as few as four participants, the summer course has<br>a higher tutor-student ratio than most other<br>comparable music summer schools.  This means that<br>costs are higher than many other courses; however,<br>the fees are set to be close to break even if the course<br>is virtually full in order to maximise the public benefit.<br>This year we received donations totalling over<br>£14,200. This year we asked for major donations to be<br>given to cover the cost of keyboard hire and to support<br>bursary students. The response was that we received<br>very generous donations totalling almost £11,500 for<br>these specific purposes. Since the costs of these<br>elements slightly exceeded the donations we do not<br>carryanyrestricted funds into nextyear. This meant|
|---|---|---|



Baroque Week Oct 2024-Sept 2025  Page 2 



|||that the funds show a surplus of income over<br>expenditure for the year of £5,008, similar to last year,<br>and should enable us to continue to offer a significant<br>number of bursaries as was possible for the 2025<br>course.|
|---|---|---|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The Trustees intend to cover the cost of the annual<br>summer course through course fees and donations<br>and to provide at least five bursaries each year.  If the<br>summer course is fully booked then this will<br>contribute a modest surplus to the reserves as a buffer<br>against unforeseen expenses, fewer participants, or<br>the award of more bursaries, in future years.<br>The total reserves represent approximately one third<br>of the expenditure in a normal twelve-monthperiod.|
|Amount of reserves held|Para 1.22|£27,393|
|Reasons for holding zero<br>reserves|Para 1.22|n/a|
|Details of fund materially in<br>deficit|Para 1.24|n/a|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|Not considered likely.  The charges from our host<br>school for the summer course are on a per-head basis<br>with a fairly low minimum number of participants, so<br>we would expect to be able to cover fixed costs such<br>as tutor fees and administration from our reserves,<br>even if attendance at the summer course was<br>unexpectedlylow.|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

||The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|Principal sources of funds are:<br>1) Fees for the annual course<br>2) Membership fees and donations by Baroque Week<br>members<br>In a normal year the income covers the expenditure,<br>which comprises hire of facilities and accommodation<br>for the courses, payment of professional musicians to<br>tutor course participants, essential administration<br>costs of the summer course, hire of musical<br>instruments and purchase of sheet music as required.<br>This supports the objectives of the charity through its<br>courses. Funding also enables the provision of<br>bursaries to musicians who would not otherwise be<br>able to attend the course.|
|---|---|---|---|



## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|<br>Para 1.25|Constitution|
|How is the charity<br>constituted?|Para 1.25|CIO|



Baroque Week Oct 2024-Sept 2025  Page 3 



|(e.g. unincorporated<br>association, CIO)|||
|---|---|---|
|Trustee selection methods<br>including details of any<br>constitutional provisions<br>e.g., election to post or<br>name of any person or body<br>entitled to appoint one or<br>more trustees|Para 1.25|Elected from the membership|
|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|||
|Relationship with any<br>related parties|Para 1.51|One Trustee, Alexandra Jill Caudle, received a fee for<br>her work as Course Administrator of the 2025 summer<br>course, and a connected person, Theresa Caudle, was<br>paid a fee as the Artistic Director for planning activities<br>for the 2025 course and an additional fee as a Tutor<br>on that course. The Trustees agreed that these<br>payments were in the best interests of the charity and<br>in accordance with the Charities Act 2011 and the<br>charity’s Constitution.  No payments were made for<br>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<br>GU10 5DN England|



**Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body)**<br>**entitled to appoint trustee**<br>**(ifany)**|
|---|---|---|---|---|
||Francis Michels|Chairman||Members of Baroque Week|
||Geoffrey Paul<br>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<br>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<br>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 




**----- Start of picture text -----**<br>
Baroque Week 1161774<br>Receipts and payments accounts CC16a<br>For the period  Period start date Period end date<br>To<br>from 01/10/2024 30/09/2025<br>Section A Receipts and payments<br>Unrestricted  Restricted  Endowment<br>Total funds Last year<br>funds funds funds<br> to the nearest      £  to the nearest £ to the nearest £ to the nearest £ to the nearest £<br>A1 Receipts<br>Baroque Week Fees                       57,811                                -                                  -                          57,811                            64,981<br>Bank Interest                         1,019                                -                                  -                            1,019                              1,016<br>Donations/Membership                       14,244                                -                                  -                          14,244                              6,907<br>Gift Aid Reclaim                         1,395                                -                                  -                            1,395                                      -<br>                                -                                -                                  -                                  -                                        -<br>Sub total  (Gross income for AR)                        74,469                                -                                  -                          74,469                            72,904<br>A2 Asset and investment sales, (see<br>table).<br>                                -                                  -                                  -                                -                                        -<br>                                -                                  -                                  -                                -                                        -<br>Sub total                                  -                                  -                                  -                                -                                        -<br>Total receipts                   74,469                              -                              -                    74,469                        72,904<br>A3 Payments<br>Baroque Week Fee Refunds                         1,402                                -                                  -                            1,402                              2,930<br>Venue Hire                       39,412                                -                                  -                          39,412                            39,664<br>Tutors Fees                       14,697                                -                                  -                          14,697                            13,482<br>Admin Fees                         6,510                                -                                  -                            6,510                              5,915<br>Music/copying                         1,895                                -                                  -                            1,895                              1,192<br>Refreshments                         2,711                                -                                  -                            2,711                              2,548<br>Keyboard Hire/Transport                         2,136                                -                                  -                            2,136                              1,232<br>Stationery/Advertising/IT                            255                                -                                  -                               255                                 196<br>Insurance                            443                                -                                  -                               443                                 402<br>Bursaries*                               -                                  -                                  -                                  -                                     -<br>Sub total                       69,461                                -                                  -                          69,461                            67,561<br>**----- End of picture text -----**<br>


_* See Trustees' Annual Report_ 


**----- Start of picture text -----**<br>
A4 Asset and investment purchases,<br>(see table)<br>                                -                                  -                                  -                                -                                     -<br>                                -                                  -                                  -                                -                                     -<br>Sub total                                 -                                  -                                  -                                -                                     -<br>Total payments                   69,461                              -                              -                        69,461                        67,561<br>Net of receipts/(payments)                     5,008                            -                              -                        5,008                          5,343<br>A5 Transfers between funds                             -                            -                              -                                  -                                 -<br>A6 Cash funds last year end                        22,385                            -                              -                      22,385                        17,042<br>Cash funds this year end                   27,393                            -                              -                      27,393                        22,385<br>**----- End of picture text -----**<br>


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**<br>Signed by one or two trustees on behalf of all<br>the trustees<br>**B5 Liabilities**<br>**B4 Assets retained for the charity’s**<br>**own use**<br>**B3 Investment assets**<br>**B2 Other monetary assets**<br>**B1 Cash funds**|<br>Signature<br>**Details**<br>**Details**<br> <br>Sheet Music<br>Fans<br>**Details**<br>**Details**<br>(agree balances with receipts and payments<br>account(s))<br>**Details**<br>**_Total cash funds_**|**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**27,393**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**27,393**<br>**-**<br>OK<br>OK<br>**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>Unrestricted<br>**-**<br>Unrestricted<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**liability relates**<br>**Amount due**<br>**(optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>Print Name<br>Martin Richards<br>Geoffrey Lawrence|**Endowment**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**|
||||**-**|
||||OK|
||||**Endowment**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Current value**<br>**(optional)**<br>**-**<br>**-**<br>**-**<br>**Current value**<br>**(optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**When due (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>Date of approval<br>15/06/2026<br>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 carr￿1 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