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2022-08-31-accounts

THE PIMLICO MUSICAL FOUNDATION

(Registered Charity No: 1163223)

TRUSTEES’ REPORT AND

FINANCIAL STATEMENTS

31 AUGUST 2022

THE PIMLICO MUSICAL FOUNDATION

REPORT OF THE TRUSTEES

FOR THE YEAR ENDED 31 AUGUST 2022

LEGAL AND ADMINISTRATIVE INFORMATION

Charity Registration Number 1163223
Governing instrument Charitable Incorporated Organisation (CIO) constitution dated 20 August
2015, as amended on 2 July 2019.
Trustees Janella Ajeigbe (to 16 July 2022)
Ralph Allwood
Charlotte Baly (appointed 23 March 2022)
Rev’d Owen C. G. Higgs (Chairman & Treasurer)
Laura Holleman
Felix Martin
Tamara Oppenheimer KC
Dr Stephen Sklaroff
Kevin James Stoneham
Liane Tylee (appointed 8 November 2022)
Principal Office St Gabriel’s Parish Halls,
Churchill Gardens Road,
London
SW1V 3AA
Bankers Barclays Bank plc
Thurrock Business Centre
Leicester
LE87 2BB
Independent Examiner Olayinka Tomori ACA, DChA
Longmeade Consult Ltd
Regus House
Victory Way
Admirals Park
Dartford
DA2 6QD

1

THE PIMLICO MUSICAL FOUNDATION

REPORT OF THE TRUSTEES (Continued)

FOR THE YEAR ENDED 31 AUGUST 2022

ADMINISTRATION DETAILS

The Pimlico Musical Foundation is a registered charity; its principal office is shown on page 1. The Trustees are shown on page 1.

Structure Governance and Management

The Pimlico Musical Foundation is governed by a CIO constitution dated 20[th] August 2015, as revised 2[nd] July, 2019 and 29[th] June 2021.

Organisation

The Board of Trustees, consisting of up to nine Trustees, governs the Foundation. Three Trustees are appointed by the Board, and three by the Parochial Church Council of St Gabriel’s, Pimlico. The Incumbent of St Gabriel’s Church, Pimlico, is an ex officio Trustee. Trustees are elected by rotation every three years.

The Board may appoint a Chairman, Vice Chairman, Secretary and Treasurer.

Decisions are made by vote at Trustee meetings or by e-mail and subsequent ratification by the Board. The Board may appoint and dismiss all paid employees of the Foundation.

Policies and procedures for the induction and training of Trustees

New Trustees are required to have a sound basic knowledge of the aims, objectives and working practices of the Foundation. In the event of any further induction being necessary it is provided by one of the Officers or another appropriate member of the Board.

Organisational management

The day-to-day management of the Charity is in the hands of the Chairman of the Foundation, who may delegate particular areas of management to the Treasurer and Secretary.

Related parties

As a matter of settled policy, it is not the Board’s practice to enter into any new relationships with related parties.

Risk Factors

During the period covered by this Report, the Trustees continued to monitor the major risks facing the Charity and they remain satisfied that existing systems and controls are sufficient to mitigate those risks. During the period under review the Charity maintained sound systems of internal financial control, including procedures for the authorisation of all transactions and projects. Such procedures are kept under on-going review in order to ensure that they continue to meet the charity’s needs.

2

REPORT OF THE TRUSTEES (Continued)

THE PIMLICO MUSICAL FOUNDATION

FOR THE YEAR ENDED 31 AUGUST 2022

OBJECTS AND ACTIVITIES

Charitable objects and Activities

The objects of the Foundation were amended on 2nd July, 2019. They are specifically restricted to the advancement of education and the arts by the provision of educational and musical services to St Gabriel’s Church (the ‘Church’), Pimlico, its parish and the surrounding area, for the benefit of the public, including in particular:

To date these have been met through work with local schools and the setting up of the PMF Children’s Choir, the PMF Chorus, the PMF Foundation Choir and the community choir Sing out Pimlico. The Foundation Choir work includes free instrumental lessons and the provision of musical instruments to children.

PUBLIC BENEFIT

The trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the charity’s aims and objectives and in planning future activities as is amply demonstrated below.

ACHIEVEMENTS AND PERFORMANCE

The Trustees continued to develop the activities of the Foundation, so that it has been able to work with nine of the church and community schools in Pimlico. The Foundation Choir continued to meet after school twice a week, and to sing Choral Evensong once a week. The Foundation Choir comprises eighteen of the most talented and enthusiastic children from the schools with which the Foundation works, plus ten adult professional Teacher-Singers. The Teacher-Singers provide free instrumental lessons for the children served by the Foundation.

During the year the Covid-19 Pandemic came to an end and the Foundation was able to resume its normal activities. These included an Abba taster session for all. There were termly concerts to which our different choirs contributed; Songs of London, Stainer’s Crucifixion, everyday wonders – The Girl from Aleppo. Members of the Foundation Choir sang services at Westminster Cathedral and Magdalen College, Oxford, alongside the choirs of those institutions, and at St Gabriel’s Church. They also sang at the Fayre of St James following an invitation from the Childhood Trust, one of our main sponsors.

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THE PIMLICO MUSICAL FOUNDATION

REPORT OF THE TRUSTEES (Continued)

FOR THE YEAR ENDED 31 AUGUST 2022

FINANCIAL REVIEW AND RESERVES POLICY

The charity’s main source of income continues to be the donations and sponsorship monies that it receives. Their total in the year to 31 August 2022 was £134.2k (2021: £100.7k). Other income is relatively minor and largely consists of monies received in connection with individual performances. The increase in income was mainly due to the more activities being undertaken following the Covid-19 pandemic.

Expenditure for the year was £144.8k (2021: 127.3k). This resulted in a deficit for the year of £10.6k (2021: £26.6k). This brings the Foundation’s reserves to £94.2k of which £12.8k is restricted and £81.4k is unrestricted (‘free reserves’).

The Trustees are aware of the Charity Commissioners’ requirements in regard to Reserves Policy. The Trustees are mindful of the fact that the charity is still growing. They are satisfied that the current level of “free reserves”, which is still broadly equivalent to six months’ budgeted expenditure, is required in order to enable them to maintain the objectives of the charity, to meet all financial commitments as and when they fall due (including with regard to those individuals paid by the charity to deliver services to children) and to continue to expand the charity’s work. The Trustees review regularly the level of reserves in light of the charity’s objectives and of changing external conditions.

PLANS FOR THE FUTURE

The Foundation will continue to pursue its objectives as set out above.

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THE PIMLICO MUSICAL FOUNDATION

REPORT OF THE TRUSTEES (Continued)

FOR THE YEAR ENDED 31 AUGUST 2022

STATEMENT OF TRUSTEES’ RESPONSIBILITIES

Charity law requires the Trustees to prepare financial statements for each financial period which give a true and fair view of the state of affairs of the charity as at the balance sheet date and of its income and expenditure for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for the keeping of proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and which enable them to ensure that the financial statements comply with the Charities Act 2011. They have general responsibility for taking such steps as are reasonably open to them to safeguard the assets of the charity and to prevent and detect fraud and other irregularities.

The financial statements have therefore been drawn up to comply with the above statutory requirements, with the constitution and with the Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (Second Edition effective 1 January 2019) – Charities SORP (FRS102).

Approved by the Trustees on 24 May 2023 and signed on their behalf by

Owen C.G. Higgs Chairman

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INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF

THE PIMLICO MUSICAL FOUNDATION CHARITABLE INCORPORATED ORGANISATION

FOR THE YEAR ENDED 31 AUGUST 2022

I report to the charity trustees on my examination of the accounts of the Pimlico Musical Foundation Charitable Incorporated Organisation (“the CIO”) for the Year ended 31 August 2022.

RESPONSIBILITIES AND BASIS OF THE REPORT

As the charity trustees of the CIO you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the CIO’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

INDEPENDENT EXAMINER’S STATEMENT

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the CIO as required by section 130 of the Act;

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of the accounts set out in the Charities (Accounts 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 concerns 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.

Olayinka Tomori ACA, DChA

Longmeade Consult Ltd Regus House Victory Way Admirals Park Dartford DA2 6QD

25 May 2023

.

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THE PIMLICO MUSICAL FOUNDATION

STATEMENT OF FINANCIAL ACTIVITIES

FOR THE YEAR ENDED 31 AUGUST 2022

Unrestricted Restricted 2022 2021
Notes Funds Funds Total Total
(Note 5) (Note 7)
£ £ £ £
INCOME from
Voluntary income
Donations 65,853 65,000 130,853 100,562
Sponsorship 3,277 - 3,277 123
Income from Charitable Activities
Performances 43 - 43 -
---------------- ---------------- ---------------- ----------------
Total income 69,173 65,000 134,173 100,685
---------------- ---------------- ---------------- ----------------
EXPENDITURE on
Charitable activities 72,482 72,272 144,754 127,288
----------------- ----------------- ----------------- -----------------
Total expenditure 1 72,482 72,272 144,754 127,288
----------------- ----------------- ----------------- -----------------
Net (expenditure) before transfers (3,309) (7,272) (10,581) (26,603)
Transfers between funds (2,887) 2,887 - -
----------------- ----------------- ----------------- -----------------
Net Movement in Funds (6,196) (4,385) (10,581) (26,603)
Fund balances brought forward 87,582 17,163 104,745 131,348
---------------- ----------------- ----------------- -------------------
Fund balances carried forward £81,386 £12,778 £94,164 £104,745
======== ======== ======== =========

All amounts arise from continuing activities and there are no recognised gains or losses other than those shown above in the Statement of Financial Activities.

The comparative Statement of Financial Activities is shown in Note 7 of these financial statements.

The accompanying notes form part of these financial statements.

7

THE PIMLICO MUSICAL FOUNDATION

BALANCE SHEET

AS AT 31 AUGUST 2022

2022 2021
Notes £ £ £ £
CURRENT ASSETS
Debtors – accrued income - 8,000
Cash at bank and in hand 96,579 98,770
-------------------- --------------------
96,579 106,770
CURRENT LIABILITIES
Creditors: amounts falling due within one year 4 (2,415) (2,025)
------------------- -------------------
NET CURRENT ASSETS 94,164 104,745
-------------------- --------------------
£94,164 £104,745
========== ==========
Represented by:
FUNDS
Unrestricted 81,386 87,582
Restricted 5 12,778 17,163
-------------------- --------------------
£94,164 £104,745
========== ==========

Approved by the Trustees on 24 May 2023 and signed on their behalf by

Owen C.G. Higgs Chairman

The accompanying notes form part of the financial statements.

8

THE PIMLICO MUSICAL FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 AUGUST 2022

Basis of preparation

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (Second Edition effective 1 January 2019) – Charites SORP (FRS102), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102).

The charity meets the definition of a public benefit entity under FRS102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).

The principal accounting policies adopted, judgements and key sources of estimation uncertainty in the preparation of the accounts are laid out below.

Assessment of going concern

The trustees have assessed whether the use of the going concern assumption is appropriate in preparing these accounts and they have made this assessment in respect to a period of one year from the date of approval of these accounts. The trustees are of the opinion that there are no material uncertainties that may cast doubt on the charity’s ability to have sufficient resources to meet its liabilities as they fall due.

Taxation

The charity is a registered charity and its activities are mainly exempt from Corporation Tax. Thus no taxation falls to be provided for in the financial statements.

Income

Income is recognised in the period in which the charity has entitlement to the income, the amount of income can be measured reliably and it is probable that the income will be received.

Voluntary income, including legacies and donations, are recognised when receivable or when the Charity becomes legally entitled to them. Investment income is recognised on a receivable basis.

Income received in advance of a performance or the provision of another specified service is deferred until the criteria for income recognition are met.

Donated services and facilities

Donated professional services and donated facilities are recognised as income when the charity has control over the item, any conditions associated with the donated item have been met, the receipt of economic benefit from the use by the charity of the item is probable and that economic benefit can be measured reliably. In accordance with the Charities SORP (FRS102), general volunteer time is not recognised.

On receipt, donated professional services and donated facilities are recognised on the basis of the value of the gift to the charity which is the amount the charity would have been willing to pay to obtain services or facilities of equivalent economic benefit on the open market; a corresponding amount is then recognised in expenditure in the period of receipt.

9

THE PIMLICO MUSICAL FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (continued)

FOR THE YEAR ENDED 31 AUGUST 2022

Expenditure

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. Expenditure is classified under the following activity headings:

Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred.

Allocation of support costs

Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Support costs include general staff and office costs and other costs which do not relate to specific programmes and activities of the charity.

These costs have been allocated entirely to expenditure on charitable activities.

Funds

General funds represent those monies which are freely available for application towards achieving any charitable purpose that falls within the charity’s charitable objects.

Restricted funds comprise monies raised for, or their use restricted to, a specific purpose, or contributions subject to donor imposed conditions.

Financial instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Cash at bank and in hand

Cash at bank and cash in hand includes cash and short-term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Creditors and provisions

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

Cash flow statement

The charity qualifies as small and consequently, has taken advantage of the exemption provided by the Charities SORP (FRS102) not to prepare a Cash Flow Statement for the year.

10

THE PIMLICO MUSICAL FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (continued)

FOR THE YEAR ENDED 31 AUGUST 2022

1. EXPENDITURE
Year ended 31 August 2022 Total Total
Unrestricted Restricted 2022 2021
£ £ £ £
Charitable activities:
Choir and Music
Musicians 25,405 13,979 39,384 14,943
Children's Choir - 5,505 5,505 3,205
Other expenses - - - -
------------------- ------------------- ------------------- -------------------
25,405 19,484 44,889 18,148
Schools work - 21,230 21,230 15,159
Foundation Choir
- Musicians, Singers, etc. 2,472 14,228 16,700 17,071
- Director 19,325 - 19,325 18,163
- Lessons - 6,269 6,269 8,804
- Administration 8,440 - 8,440 11,933
Summer School - - - 1,312
Support costs (see below) 15,520 11,061 26,581 35,178
Governance costs 1,320 - 1,320 1,520
------------------- ------------------- ------------------- -------------------
47,077 52,788 99,865 109,140
------------------- ------------------- ------------------- -------------------
£72,482 £72,272 £144,754 £127,288
========== ========== ========== ==========
Year ended 31 August 2021 Total
(Comparative) Unrestricted Restricted 2021
£ £ £
Charitable activities:
Choir and Music
Musicians 469 14,474 14,943
Children's Choir 280 2,925 3,205
------------------- ------------------- -------------------
749 17,399 18,148
Schools work - 15,159 15,159
Foundation Choir
- Musicians, Singers, etc. 8,472 8,599 17,071
- Director - 18,163 18,163
- Lessons - 8,804 8,804
- Administration - 11,933 11,933
Summer School 1,312 1,312
Support costs (see below) 8,448 26,730 35,178
Governance costs 1,520 - 1,520
------------------- ------------------- -------------------
18,440 90,700 109,140
------------------- ------------------- -------------------
£19,189 £108,099 £127,288
========== ========== ==========

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THE PIMLICO MUSICAL FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (continued)

FOR THE YEAR ENDED 31 AUGUST 2022

1. EXPENDITURE (continued)
2022 2021
£ £
Support costscomprise
Consultancy fees 417 3,335
Media and website 1,637 2,620
Support costs - Staff 18,068 22,646
Other administrative expenses 6,459 6,577
------------------- -------------------
£26,581 £35,178
========== ==========
Included in Governance Costs are:
Fees paid to Independent Examiner for examination of financial statements
(excl. VAT) £1,100 £1,000
========== ==========
2. STAFF COSTS AND REMUNERATION OF KEY PERSONNEL
2022 2021
£ £
Staff costs during the year were as follows:
Wages and salaries 63,851 67,476
Social security costs - -
Other pension contributions 1,740 1,839
---------------- ----------------
£65,591 £69,315
======== ========
The average number of employees in the year was: 2.5 3.0
======= =======
The number of employees whose emoluments exceeded £60,000 was Nil (2021: Nil).

3. TRUSTEE REMUNERATION & RELATED PARTY TRANSACTIONS

No trustee received any remuneration from the charity during the year.

No trustee (2021- one) received reimbursement of expenses: £- £ 112
====== ======

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THE PIMLICO MUSICAL FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (continued)

FOR THE YEAR ENDED 31 AUGUST 2022

4. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

2022 2021
£ £
Trade creditors 1,095 825
Accrued expenses 1,320 1,200
------------------- -------------------
£2,415 £2,025
========== ==========

5. RESTRICTED FUNDS

Balance at
start of Balance at
Year ended 31 August 2022 Year Income Expenditure Transfers end of Year
£ £ £ £ £
Foundation Scholars Fund - 11,341 (14,228) 2,887 -
Foundation instruments - 9,000 (8,963) - 37
Schools work 5,221 20,164 (21,977) - 3,408
Pimlico Children’s Choir 9,586 12,620 (13,125) - 9,081
Concerts 2,356 11,875 (13,979) - 252
------------------- ------------------- ------------------- ------------------- -------------------
£17,163 £65,000 £(72,272) £2,887 £12,778
========== ========== ========== ========== ==========
Period ended 31 August 2021
Foundation Scholars Fund 27,415 26,660 (54,075) - -
Schools work 14,730 5,651 (15,160) - 5,221
Summer School 6,500 - (1,312) (5,188) -
Adult Chorus - 5,000 (5,000) - -
Pimlico Children’s Choir - 12,511 (2,925) - 9,586
Core - 16,000 (16,000) - -
Concerts - 14,950 (12,594) - 2,356
St Giles - 1,033 (1,033) - -
------------------- ------------------- ------------------- ------------------- -------------------
£48,645 £81,805 £(108,099) £(5,188) £17,163
========== ========== ========== ========== ==========

Foundation Scholars Fund

This represents monies donated to the charity for establishing and running the Foundation Scholars Choir.

Foundation Instruments Fund

This represents monies donated for instrumental lessons for the Foundation Scholars.

Schools Work

Monies donated for the charity's work with local schools.

Summer School

Monies donated specifically for the charity’s Summer School work.

Adult Chorus

Monies donated specifically for the charity’s Adult Chorus.

13

THE PIMLICO MUSICAL FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (continued)

FOR THE YEAR ENDED 31 AUGUST 2022

5. RESTRICTED FUNDS (continued)

Pimlico Children’s Choir

Monies donated specifically for the charity’s Children’s Choir.

Core

Monies donated specifically for the charity’s core costs.

Concerts

Monies donated for specific concerts and or performances.

St. Giles Fund

Monies donated for the purchase of camera equipment.

Transfers

The transfer out of restricted funds for Summer School was permitted by the donor to allow unspent funds to be utilised for the general purposes of the charity.

All restricted fund balances at the year-end are held in cash.

6. CONNECTED PARTY TRANSACTIONS

The Chair of Trustees and one other board member are also members of the St. Gabriel’s Parochial Church Council (PCC) (registered charity number 1133969).

Apart from the PCC allowing the Foundation to have use of its rooms and facilities, at certain times, without any charge, and reimbursement of expenditure incurred by the church on behalf of the Foundation, there were no transactions between the charities during the period covered by this report (2021: None).

The value of the use of these facilities has not been reflected in these financial statements as it is not considered to be material.

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THE PIMLICO MUSICAL FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (continued)

FOR THE YEAR ENDED 31 AUGUST 2022

7. COMPARATIVE STATEMENT OF FINANCIAL ACTIVITIES FOR PREVIOUS PERIOD

Unrestricted Restricted 2021
Notes Funds Funds Total
(Note 5)
£ £ £
INCOME from
Voluntary income
Donations 18,757 81,805 100,562
Sponsorship 123 - 123
Income from Charitable Activities
Performances - - -
---------------- ---------------- ----------------
Total income 18,880 81,805 100,685
---------------- ---------------- ----------------
EXPENDITURE on
Charitable activities 19,189 108,099 127,288
----------------- ----------------- -----------------
Total expenditure 1 19,189 108,099 127,288
----------------- ----------------- -----------------
Net Income/(expenditure) before transfers (309) (26,294) (26,603)
Transfers between funds 5,188 (5,188) -
----------------- ----------------- -----------------
Net Movement in Funds 4,879 (31,482) (26,603)
Fund balances brought forward 82,703 48,645 131,348
-------------------- -------------------- --------------------
Fund balances carried forward £87,582 £17,163 £104,745
=========== =========== ===========

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