Report of the Trustees and Unaudited Financial Statements
31[st] March 2022
Reg. Charity No: 1165993
T: 01904 373011
E: enquiries@musicalconnections.org.uk
W: www.musicalconnections.org.uk
**2**
## TABLE OF CONTENTS
**ORGANISATIONAL DETAILS** ............................................................................................................................... **3 GOVERNANCE** ...................................................................................................................................................... **4** Election of Charity Trustees ............................................................................................................................... 4 Additional Governance Information and Organisational Structure ..................................................................... 4 Risk Management ............................................................................................................................................... 5 **BACKGROUND AND OBJECTIVES** .................................................................................................................... **6** Background ........................................................................................................................................................ 6 Objectives ........................................................................................................................................................... 6 **ACTIVITIES DELIVERED AND BENEFICIARY NUMBERS** ................................................................................. **8** Main Activities Delivered .................................................................................................................................... 8 1. In-Person Group Work ................................................................................................................................. 8 2. Digital Inclusion Activities ............................................................................................................................. 9 3. Intergenerational Sessions and Events ....................................................................................................... 9 4. Radio Sessions .......................................................................................................................................... 10 **2020/22 AT A GLANCE** ........................................................................................................................................ **12 IMPACT ON PARTICIPANT WELLBEING** .......................................................................................................... **13** Social Prescribing ............................................................................................................................................. 18 **DIGITAL ACTIVITIES** ........................................................................................................................................... **20 MUSICAL CONNECTIONS’ MAGIC INGREDIENTS** ........................................................................................... **24 IN MORE DEPTH** ................................................................................................................................................. **24** Clear Values and Carefully Considered Working Practices ............................................................................. 24 Creative, Skilled and Dedicated Musicians ...................................................................................................... 26 A Sizeable Volunteer Team .............................................................................................................................. 28 Partnership Working ......................................................................................................................................... 31 Free Transport .................................................................................................................................................. 31 Ongoing Relationships with Intergenerational Partners ................................................................................... 32 Solid Financial Management ............................................................................................................................ 34 Steadfast and Supportive Board of Trustees ................................................................................................... 35 **FUTURE PLANS** .................................................................................................................................................. **36 FINANCES** .......................................................................................................................................................... **37** Income and Expenditure ................................................................................................................................. 37 Fundraising ....................................................................................................................................................... 42 Reserves Policy ................................................................................................................................................ 43 **APPENDIX: Independent Examination and Trustees Annual Report** ............................................................. **45**
**3**
## ORGANISATIONAL DETAILS
**Type of Charity:** Musical Connections is a CIO (a Charitable Incorporated Organisation).
**Charity Registration Number:** 1165993
**Date of Registration:** 10[th] March 2016
**Postal Address** : PO Box 724, York, YO1 0HL
## **Trustees:**
Valerie Sutton (Chair) Jo Farrington (Treasurer) Chris Bartram Hazel Brown Richard Frost
**Bank:** NatWest City Centre Branch 1 Market Street York YO1 8SR
**Accountants:** Outsource 29 Millfield Road York, YO23 1NH
Over the last year, our project team has consisted of a Project Director, who is also a musician, and 3 more self-employed musicians, supported by an active Board of Trustees.
**4**
## GOVERNANCE
## **Election of Charity Trustees**
Clause 10.1 of our constitution states that ‘apart from the first charity trustees, every trustee must be appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees’. Clause 10.2 states: ‘In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO’.
## **Additional Governance Information and Organisational Structure**
Musical Connections’ board of trustees is stable, experienced, and very active, bringing together a range of skills and expertise. Our Chair was previously Group Manager of Adult Services for City of York Council, and brings extensive experience in managing and delivering care for older people. She is ably supported by the rest of the trustee board, which includes a retired GP, a former marketing manager, a former senior music lecturer from York St John University and a retired chartered engineer, who is also one of our choir members, enriching the board with his experience as a project beneficiary. Together the board is well equipped to provide oversight and guidance for the project.
Our Project Director/Lead Musician has led the Musical Connections project since its inception and has over 15 years’ experience of leading participatory music in care and community settings. She leads a small team of self-employed musicians who are highly trained and experienced in working with vulnerable older people who have a range of needs, interests and abilities.
As our work has gradually returned to near-normal this year, the team has built on the wealth of experience, skills and ideas they acquired during the pandemic, enabling us to resume face-to-face work quickly and effectively, and to deliver a project that, while very similar to our pre-Covid work, has become more multi-faceted, perhaps most noticeably in relation to digital activity and the strong sense of connection – ‘family’ – that now exists across the different groups and choirs that make up our project.
**5**
## **Risk Management**
The Board of Trustees considers that they have complied with their duties to have due regard to the public benefit guidance published by the Charity Commission, and work collectively to review risks, systems, and procedures on a regular basis. One of our trustees has particular responsibility for Health and Safety and our Chair is the named person responsible for safeguarding.
**6**
## BACKGROUND AND OBJECTIVES
## **Background**
Following a year which turned the world upside down, and the work of Musical Connections with it, we emerged from the long winter lockdown of early 2021 with cautious optimism that a return to some degree of normality would become possible during the year ahead. With this aim in mind, we took advantage of every change in the rules to advance towards an eventual return to indoor, in-person groups.
Between April and September 2021, we ran a hybrid service, which involved bringing group members together outdoors where possible, while also staying in telephone, postal and email contact with people who were too vulnerable to be in contact with others, or who were living in residential care settings where strict restrictions persisted.
On the 6[th] September, we eventually moved back indoors, gradually resuming our core group work across a range of care and community settings, while also incorporating new skills, ideas and activities developed during the pandemic. Although the emergence of the Omicron variant proved an unwelcome bump in the road, the worst of it coincided fortuitously with a planned break in sessions over Christmas, which meant there was minimum disruption to our activities – wherever possible, we simply moved our pre-Christmas carolling and events outdoors. After Christmas, City of York Council guidance allowed us to resume indoor sessions and, in February, we moved back into a care-home, which had been closed to the general public for almost 2 years. At the same time, we expanded our project by beginning a new group in a sheltered housing scheme where we had not previously worked.
## **Objectives**
Funders continued to be fully supportive of our strategy, which enabled us to keep delivering on our charity’s objectives i.e.:
- To advance the wellbeing of vulnerable and socially isolated older people
- To relieve isolation and social exclusion amongst vulnerable people
**7**
- To provide opportunities to vulnerable and socially isolated people to learn, achieve and contribute to the work of the charity
- To share learning and skills
**8**
## ACTIVITIES DELIVERED AND BENEFICIARY NUMBERS
## **Main Activities Delivered**
Over the course of the year, the following activities were delivered by our team of dedicated musicians, all of whom were closely supervised by the Project Director:
## **1. In-Person Group Work**
- On 12[th] April, when we were allowed to meet in groups of 6, our musicians went out ‘on the road’, as they had done during the lockdowns of the previous 12 months, but this time, instead of just visiting one person at a time, they arranged for 3 or 4 people to sing together in gardens and public spaces. This was the first time in over a year that these individuals had seen other members of their Musical Connections group/choir in person.
- On 21[st] May, when up to 30 were allowed to meet in groups outside, we began running 3 weekly sessions in outdoor community venues. Beneficiaries from across the project sang together in different York locations – a church garden, a community centre sports pitch, and a garden attached to one of York Medical Group’s GP surgeries. Please follow the link for a short video based in the surgery garden:
https://youtu.be/mEKkdYFY32s. This was hugely exciting for everyone involved, although some of our most vulnerable members felt unable to cope with the unpredictable weather and uneven garden terrain, and so continued to stay in touch from a distance while awaiting the return to indoor sessions.
- We live-streamed several of the above sessions for people with online access to watch from home.
- On 6[th] September, with permission from City of York Council, we were finally able to resume 3 sheltered housing scheme groups indoors, and reinstated an additional 4 groups in community venues.
- Between November 2021 and February 2022, a further three music groups commenced.
**9**
As a result of these efforts, by the end of March 2022, we were running the following 10 weekly groups:
- 4 in City of York Council’s sheltered housing schemes
- 1 in a private care-home
- 3 in partnership with York Medical Group (as we were no longer able to run these groups in YMG surgeries, we found alternative venues for them in the wider community)
- 2 community choirs
In addition to the core sessions, members from across all of the groups took part in a number of additional activities in the wider community, some of which were intergenerational. Free transport was provided for anyone who needed it, to enable them to attend both weekly sessions, and additional community-based events.
## **2. Digital Inclusion Activities**
While it was highly gratifying that we were able to return to such a high volume of face-to-face work over the course of the year, our experience of working under lockdown had opened our eyes to the possibilities presented by including digital activities alongside traditional group work. It was clear that members with online access enjoyed taking part in collaborative recordings with students and members of other Musical Connections groups, and we had seen how much they enjoyed accessing Musical Connections material in their own homes. We therefore:
- Continued to create video recordings, including collaborations with our intergenerational partners
- Secured funding from the National Lottery’s Awards for All programme to purchase a stock of tablets for use by members, and to run a 6-month training programme aimed at enabling them to participate in recordings and online activities, and to access a bank of Musical Connections online material (see below for more detail on the progress of this project to date)
## **3. Intergenerational Sessions and Events**
During the lockdowns, we managed to stay in touch with several intergenerational partners, which meant that local schoolchildren and students were able to participate in online sessions, virtual concerts, and collaborative recordings – something which was extremely rewarding for
**10**
everyone involved whilst other options for social connection and music-making were so limited. However, as with all of our other work, there has been a strong desire to bring younger and older people together in person and so, gradually, and cautiously, we have instigated an increasing amount of face-to-face intergenerational work. By the end of March 2022, we had managed to run 10 face-to-face intergenerational sessions/events, and had included 253 children and young people across our in-person and online activities.
## **4. Radio Sessions**
Our musicians have nurtured strong relationships with two local radio stations, YorkMix and YO1 Radio, which have enabled us to enjoy a strong radio presence across the city. Both stations have promoted the work of Musical Connections to their listeners, and YO1 Radio have invited group members to perform in the studio on a number of occasions. The station also created a feature about Musical Connections, which involved them visiting and broadcasting the work of our sheltered housing groups.
We are delighted that Laura Castle from YorkMix has recently accepted the role of ‘Musical Connections ambassador’.
_‘What the team do at Musical Connections is amazing. Music is universal and to be able to bring people together through this medium and create true happiness and positivity are just some of the many reasons I feel so privileged to be an ambassador. I've been lucky enough_
**11**
_to witness first-hand the joy that the sessions bring to the lives of those involved, and the more people that can hear about and get on board with the charity, the better’_
**12**
## 2021/22 AT A GLANCE
Over the course of the year, the number of beneficiaries actively engaging in face-to-face work increased from **less than 20** in April 2021 to **213** by the end of March 2022, plus 60 additional vulnerable older people who took part in additional, one-off events in the wider community. We also continued to support **18** members with regular phone calls between sessions – some had been unable to return to their group/choir because of increasing frailty, while others, despite coming back to sessions, had got used to their phone calls and didn’t want to lose contact with the volunteers who were ringing them.
In addition, **253** children and young people from local schools and universities took part in intergenerational activities with members.
**----- Start of picture text -----**
35 outdoor
sessions (1)
219 indoor
sessions
**----- End of picture text -----**
**13**
## IMPACT ON PARTICIPANT WELLBEING
Feedback from beneficiaries suggests that the work we have done to support them through another difficult year has had a significant positive impact on their wellbeing, helping to reduce the effects of prolonged restrictions and enabling them to re-connect with their community as restrictions have gradually eased.
During two tracking phases (October 2021 and March 2022), **111 beneficiaries** completed feedback questionnaires.
**99%** said that going to their MC group improves their overall mood that day and **94%** said that it greatly improves it:
_‘I felt a bit under the weather on Wednesday morning but after one and a half hours with delightful Abby and the rest of the members, I danced out of the hall! Not quite literally, but I really felt so much better after that lovely session.’_
_‘We are a very happy group. If you’re a bit fed up when you come in, you won't be when you go out! Amy is a joy to be with.’_
_‘The best feeling ever is when it all comes together, we get it right and the sound is great!’_
**14**
**100%** said that weekly sessions make them feel generally **happier and more positive about life** ( **84%** said that they **greatly improve their happiness** ):
- _‘Even when I don’t feel like going, it’s a great boost to my day – very positive’_
- _‘I wish I could do it every day because all my troubles seem smaller after choir’_
_‘MC has been a hugely positive impact on my life, for which I am very grateful. The consistent enthusiasm and cheerfulness of the musicians is such a lift from daily news and a reminder to engage with others as a distraction. I ALWAYS enjoying coming to MC’_
## **95%** said that participating in their MC group **improves their confidence/self-esteem (60%** said greatly) **:**
- _‘I used to be a very quiet shy person but singing and theatre has brought me out of my shell.’_
- _‘Fiona and Charlotte both teach in a positive manner, which makes a great difference to how the choir responds - everyone feels confident’_
- _‘Normally I'm fairly quiet but here I can let my hair down like the rest of the gang.’_
- _‘I’m not very self-confident, but as I’ve got to know people, it’s helped me to feel better about myself and speak up’_
## **98%** said that their MC sessions help them to feel **more alert and active** :
- _‘I’m going down a little rabbit hole with my memory, but sessions do make me feel better’_
**15**
- _‘A fabulous, lively start to the week and a great wake-up after the weekend!’_
- _‘I love the dancing/body percussion as part of the warm-up. Also, the present fundraiser to_
- _'Walk 500 Miles' is an excellent way of improving physical well-being’_
- **98%** said that participating in the sessions gives them a **sense of purpose and something to look forward to:**
- _‘I was sitting at home doing nothing and now I’m blossoming’_
- _‘I think it's great. I get a lot of buzz out of it and look forward to it every Monday. I just love it. Best thing I do is come to this_
_group.’_
- _‘Look forward to Tuesday mornings, it’s good to sing and meet_
_other people whom l wouldn’t normally have contact with - just an enjoyable couple of hours.’_
**95%** said that participating in MC events and sessions gives them an **opportunity to make increased contact with other people/the wider community** . For many, it is the only regular social and creative activity available to them:
- _‘It is just a joy to be a part of it and to have met such special people, not only the team but many of the others who are connected to it.’_
- _‘I just want to thank everyone in the music group - they are all my good friends’_
**16**
_‘MC has been a major contribution to my ability to deal with Covid-19 and all the lockdown problems during the last eighteen months. I would have found it more of struggle without this community’_
## **96%** said that they have **made new friends** since joining the group:
_‘I enjoy coming and meeting people - making friends out of strangers!’_
_‘It’s lovely to have an extra circle of friends’_
_‘I’ve made some lovely friends and always feel uplifted after the sessions’_
**99%** said that going to their MC group **improves their overall life satisfaction** and **55%** said it **improves greatly** . Weekly sessions and additional events in the wider community appear to give people who are struggling with loneliness something positive to think about and to draw upon during difficult times:
_‘I leave with a feeling of satisfaction knowing that I have perhaps increased my life for another day and dread a time when I can no longer join’_
- _‘It’s been the best decision I’ve made this year’_
_‘Just so vital that this marvellous small team keeps_
**17**
_going with what they are doing. So marvellously committed to each session and such a pleasure to hear such lovely singing voices being expressed with joy, enthusiasm, and love for the moment that we are all in. And they carry us along with them, which is always the miracle that is achieved at these Musical Connections sessions!’_
## **95%** said that MC sessions improve their **overall wellbeing** and **62%** said **greatly.**
_‘Always go home with a smile on your face’_
- _‘We always have such a lot of fun and lots of laughs. Always come out cheerful and happy’_
_‘I know it will be fun and full of laughter’_
_‘It always lifts my spirits – I come away with a smile on my face’_
**89%** believe that participating in sessions **improves their physical health** . The focus and concentration needed to engage fully in session activities helps reduce rumination, anxiety, and stress, giving people a sense of clarity and helping them to feel calmer and more centred:
_‘The songs with movement have got to be beneficial for our old bones!’_
_‘It helps massively with my health, it helps me to breathe easier, and mentally it goes a long way to help me to enjoy what I have.’_
_‘I get so much from attending the three Musical Connection groups. They have helped me so much through some very difficult times health-wise that I dread to think what I would do if they didn't exist’_
_‘With COPD and other medical conditions, singing helps with my breathing’_
**18**
The work that we did throughout the coronavirus lockdowns had the effect of making our musical community stronger and closer than it was before, with many members now referring affectionately to ‘Our Musical Family’. **100%** said that they continue to **feel a valued member of the MC family** and **60%** said **greatly** .
_‘I am referred to by my name which makes me feel valued, and Fiona and Charlotte have a lot of names to remember! They always have a warm welcome and a smile.’_
## _‘It's like once seen - never forgotten’_
_‘We are all made to feel so special by every one of you in the team’_
## **Social Prescribing**
Social prescribing is becoming increasingly accepted as a way of providing patients with legitimate nonmedical solutions to their problems, and York Medical Group (YMG) is keen to bring the benefits cited above to their patients. We have worked with YMG for over 4 years as a social prescribing partner and, prior to Covid, were running singing groups in two of their GP surgeries. No longer able to base ourselves in their surgeries, we have found alternative venues for these groups in the wider community - YMG is covering the rental costs for us. In November, we set
**19**
up a third YMG-supported group, which is now based on campus at York St John University. Our aim is to create an intergenerational choir involving York St John students, YMG patients and other older members of the wider York community – so far, 17 older people and 3 students have participated in the group, and we continue to work on building numbers.
**20**
## DIGITAL ACTIVITIES
The pandemic illuminated the technology gap between ‘the haves’ and ‘the have nots’, with the benefits of technology never previously so apparent to our beneficiaries. During the lockdowns, those with internet access were able to participate in our large range of online
activities, while those without access felt
particularly isolated and left behind, despite having telephone and postal contact with us. We tried to address this problem by borrowing tablets from another local charity and running a small pilot project in a couple of the council’s sheltered housing schemes. However, the lack of resources available within the scheme to support novice
users meant that little progress was made. With this in mind, we made a successful application to the National Lottery’s Awards for All grant programme, which enabled us to purchase tablets for members of three of our groups and provide them with appropriate training in how to use the tablets to access Musical Connections resources and to connect with friends from their group between sessions.
Based on feedback from the pilot project, we developed 2 consecutive 12-week training programmes which aimed to ensure that tablet users experienced genuine benefits from having digital access. The first of these programmes took place between January and March 2022, during which we handed out 18 tablets across 2 of our groups (one community-based and one sheltered housing scheme). Given that most
members had never used a tablet before, we originally planned to focus on tablet functionality before introducing Wi-Fi access, however, in practice, it was easier to do both concurrently. After connecting them to the internet via personal hotspots and City of York Council Wi-Fi, a couple of volunteer ‘tech-buddies’ assisted the groups’ musicians in helping members to browse the internet, take pictures, and record parts of
**21**
the weekly sessions – this content was then uploaded to two shared Google Drives, ‘TC family’ and ‘Gale Farm family’, which could be accessed by members at any time. Both Google Drives also included song lyrics used during the weekly sessions, MC group recordings and a regularly updated ‘group chat’ using Google Docs. In addition, some members used their newfound digital skills to discover family history, look up contact details for paying bills and catch up with their favourite television shows.
_‘I've been using it on and off at home - I took a picture of Susie (the cat) yesterday, and Caroline (her carer) took a couple of me with her. I've got some of Charlene (another carer) too. Caroline has been helping me at home with it, and I've been finding Musical Connections songs on the internet, and also my own as well. I've found YouTube and things on there...my next thing is to try and do a video call.’_
Of the 18 beneficiaries who were given tablets in January, all of the community-based group members (9) were keen to utilise them during sessions, but 5 of the sheltered housing scheme group members either returned their tablet soon after the programme began or refused to take one in the first place. 3 had tablets of their own at home, 1 felt they did not understand the digital world and were unwilling to learn and 1 had a visual impairment which prevented them from using a tablet effectively. 2 group members also missed the majority of Stage 1 due to health-related issues; 1 was in hospital and 1 was struggling with the aftereffects of Covid-19. Despite this, the remaining 2 sheltered housing scheme group members learnt quickly and are now confidently using the tablet, both at home and during sessions.
_‘I find it useful for watching shows because I can’t get Coronation Street and Emmerdale on my television. I’ve been using it to take photographs too, and then I can show them to my neighbour – show her the things we’ve been doing in the sessions’_
_‘I’ve enjoyed it – at first I was just interested in looking up the York news, but now I’ve found that I can watch things on YouTube and that’s really good – I like to be informed about things and this is helping’_
**22**
**11 beneficiaries** across the two groups completed entry and exit questionnaires. This enabled us to compare their initial perceptions of the digital world with their experience having accessed it and it was gratifying to see that the number of people perceiving the benefits of tablet usage had increased by the end of the first training programme.
**----- Start of picture text -----**
12
10
8
6
4
2
0
Useful Makes life easier Makes sessions easier Helps to connect with
to follow others
Before After
**----- End of picture text -----**
Of the **11 beneficiaries** who used a tablet throughout the programme:
- **ALL e** njoyed **learning to do so** ( **5** said **greatly** )
- **ALL** felt that they had **made progress** using the tablet ( **6** felt it was **significant progress** )
- **10** felt **confident using it** ( **3** said **very** )
- **10** are now **using the tablet regularly during sessions** to access lyrics and songs
One member has found the tablet so beneficial, both during weekly sessions and at home, that she has bought herself a tablet and had broadband installed at home _._
_‘It’s made me buy one, so it’s definitely done something! I’ve just got the internet too, so it’s made me do that – I do find it useful’_
Building on learning and member experience during Stage 1, we will shortly be rolling out the tablet training to a third group (in a sheltered housing scheme) for another 12-week period and will also continue supporting members in the original two groups. We hope that this will
**23**
provide maximum opportunity for our members to engage with each other, access online creative opportunities, and connect with the wider world.
**24**
## MUSICAL CONNECTIONS’ MAGIC INGREDIENTS
Over the 13 years that Musical Connections has been running, including throughout the coronavirus pandemic, we have seen how the following ingredients have combined to create a formula which has enabled us to consistently deliver a creative, high-quality, and adaptable project which has become greatly valued in York, both by its beneficiaries and by the wider community.
**----- Start of picture text -----**
A steadfast and Clear values and
supportive Board of carefully-
Trustees considered working
practices
Creative, skilled
Solid financial
and dedicated
management musicians
Ongoing
A sizeable
relationships with
volunteer team
intergenerational
partners
Free transport Partnership working
**----- End of picture text -----**
## **IN MORE DEPTH:**
## Clear Values and Carefully Considered Working Practices
The following characteristics are cornerstones of our work, which have remained constant through the challenges of the pandemic:
**Continuity** : in pre-Covid times, our commitment to providing a continuous programme of weekly sessions (structured loosely round the academic timetable) enabled participants to build self-confidence and to develop meaningful relationships with other members of the
**25**
Musical Connections family. Our determination to maintain these relationships and to provide a continuous programme of musical and social activities through all levels of restrictions has meant that, as we have emerged from the pandemic, many of these relationships are now even stronger than before.
**Inclusivity** : we welcome any older person who wishes to join us, regardless of ability or disability. We do not believe in compartmentalising people and have been told, particularly by people living with dementia, that they prefer not to be pigeon-holed as such, but would rather mix with other members of the community as they would have done before their diagnosis. Throughout the pandemic, we have continued to receive referrals from local agencies seeking support for vulnerable and chronically isolated older people.
**Avoidance of stereotyping:** we do not make assumptions about participant preferences and invite them to engage with all kinds of musical genres and activities. At a recent choir festival in March, our large community choir, The Rolling Tones, brought the house down with their energetic performance of Proud Mary (Rolling on the River), a Tina Turner classic.
**Providing opportunities to learn and achieve:** beneficiaries, including those with learning disabilities or dementia, have repeatedly demonstrated that they enjoy and are stimulated by being offered a degree of challenge e.g., learning and composing new songs. Simply revisiting old favourites can get boring after a while.
**Building on participant skills and interests** : where participants have shown a particular talent, we have worked hard to celebrate it. While we have only just been able to resume inperson performances and concerts, the last year has seen us produce a host of recordings and videos to which interested beneficiaries have been encouraged to contribute. In addition, a couple of members who are passionate about their music, plus one of our musicians and a volunteer, have created a band which has performed several times on local radio.
**Good relationships between the project musicians and carers/staff in care settings** : our team works hard at developing positive relationships with others who have responsibility for the welfare of our beneficiaries. We aim to develop an understanding of each other’s issues, and to develop mutual respect, which ensures that the project is delivered collaboratively, with a shared focus on how to maximise benefits for participants.
**26**
## **Ensuring participants are fully involved in evaluation and planning activities** : while
most participants tell us that they would rather be making music than discussing the process/project, they appreciate being asked for their opinions about their group, and for guidance on its future development. In an extension of this work, a beneficiary steering group was created in early 2022, which we hope will provide extra insight and support for the team.
**Disciplined and focussed tracking and evaluation activities** : involving beneficiaries and volunteers in the following activities has given us great insight into the impact of our work, enabling us to move forwards with confidence and an understanding of what beneficiaries need and value:
- a) A mix of data-collection approaches i.e.: individual interviews; group sessions and video-making has maximised the extent and type of information gathered. Please follow the link to watch a Q&A video with a member of one of our sheltered housing groups: https://youtu.be/u-mKgNR4Pd0
- b) Where participants have struggled to understand the process, adapting questioning styles to meet the needs of each individual has facilitated their involvement
- c) To gauge the accuracy of the information gathered by the musicians in their selfevaluation activities, trustees have visited individual groups to observe sessions and talk to participants
Continuous review of the process has optimised participation in it and the usefulness of the information collected. This has been particularly important while we have been moving through the different phases of the pandemic and its restrictions – it has enabled us to assess people’s confidence about returning to sessions and to establish the approach needed to enable them to feel safe while re-connecting with their group.
## Creative, Skilled and Dedicated Musicians
The Musical Connections musicians demonstrated huge resilience and professionalism throughout the strict Covid-19 lockdowns of 2020-21, which, despite the challenges presented, illuminated the musicians’ dedication, creativity, and skill. These attributes were also in evidence in the second year of the pandemic, as they constantly adapted to evolving restrictions, taking advantage of every increase in freedom to generate new opportunities for face-to-face activities with beneficiaries. Finding suitable outdoor venues and delivering
**27**
sessions in changeable weather with difficult acoustics can be challenging, but, as with everything else, they greeted the task with determination and ingenuity, and it is testament to the excellent relationships they maintained with beneficiaries during the lockdowns that it was a relatively seamless process to reunite the groups indoors in September.
With a return to indoor sessions, the musicians have re-embraced the established practices of Musical Connections, continuing to work hard to achieve a balance between accessibility and providing a level of challenge which requires focus and application from group participants. An emphasis on developing musical understanding and offering more complex experiences than traditional singalongs is appreciated by beneficiaries who are keen to use their brains and skills and to embrace an opportunity to learn and experience something new without feeling any pressure.
The musicians provide a welcoming and supportive environment for these activities to take place and fully understand that, while the music gives group members focus and purpose, the groups need to be delivered in a way that maximises relationships with and between everyone involved – the musicians all know that, ultimately, the purpose of the music is to facilitate these relationships and is not an end in itself. This knowledge and understanding is what helps them to deliver our project so effectively – and is also what drives them to stay in contact with some of our most vulnerable members between sessions – they appreciate that ‘our musical family’ extends beyond the boundaries of session times.
Alongside traditional music-making, the musicians are now embedding digital activity within the project (see above). This has only been possible because of their own excellent digital skills, which they honed out of necessity during the pandemic.
**28**
## A Sizeable Volunteer Team
During 2020-21, our volunteer team expanded significantly, benefiting from a large influx of young people under the age of 30 who were looking to do something useful during lockdown restrictions. Once restrictions started to ease, however, these volunteers quickly fell away, presumably taking advantage of their new freedoms and, by July 2021, only 3 of the original 19 were still with us. In response, we launched a multi-pronged recruitment campaign. We:
- Attended forums/meetings with local agencies working with volunteers: York CVS, OCAY (Older Citizens Advocacy York) and York Cares
- Connected with staff and students at both of York's universities
- Posted advertisements on various websites: Live Well York; Do-It.org; York CVS and Musical Connections’ own website
- Advertised volunteering opportunities on Facebook, Twitter, and York CVS's newsletters.
These efforts resulted in 10 new volunteers under the age of 30, plus the 3 who stayed on after lockdown restrictions ended, and the 6 older volunteers who stayed with us throughout. Across the year, we had a total of 38 volunteers working for the charity for varying amounts of time, in a number of different roles. At the end of March 2022, we had:
**----- Start of picture text -----**
18 6
**----- End of picture text -----**
**----- Start of picture text -----**
6
**----- End of picture text -----**
Working as ‘music buddies’ at weekly sessions, supporting members/musicians
Providing members with transport to sessions
Staying in phone contact between sessions with vulnerable members
**29**
Our beneficiaries benefit hugely from the volunteers’ contributions:
_“Our volunteer, Tiffany, is an excellent aid to the group, she fits in like a hand fits in a glove. She’s so helpful and makes the group flow smoothly every week’_
_‘I am always in touch with my volunteers and team leaders, they all need five stars in my mind, or better still medals saying, ‘We care’.’_
It is apparent that the volunteers enjoy their work with us and benefit just as much as our primary beneficiaries from the social connection and musical participation that the groups afford them. They are also inspired by the opportunities the project presents for them to use their skills and time in support of others.
- _‘Seeing the impact MC has on the lives of its members motivates me to help out whether it's a small or large contribution of time and resources.’_
In questionnaires conducted with 15 volunteers, **ALL** said that volunteering for MC **greatly improved their mood** that day (13 said greatly):
- _‘Absolutely adore helping out within sessions - they're the highlight of my week.’_
- _‘I always feel happier after attending and helping out with a session! The volunteers and Charlotte are all fantastic to be around.’_
- _It puts me in a good mood as I walk out of the door, having seen smiles on people’s faces that perhaps looked lonely at the start.’_
**ALL** said that it made them feel **generally happier and more positive** ( **10** said **greatly** ):
**30**
_‘Caring for, and helping people, makes me happy - it gives me a purpose and makes me feel valued.’_
_‘I've absolutely loved volunteering with Musical Connections so far - every session is different and has provided me with the opportunity to enjoy new experiences.’_
**ALL** said volunteering had helped to **improve their confidence** ( **9** said **greatly** ):
- _‘It's improved my self-awareness, self-confidence, and self-esteem, all contributing to a healthier well-being.’_
**ALL** said that being a part of the MC volunteering team had improved their overall satisfaction with life ( **8** said **greatly** ):
_‘Seeing the impact that the sessions have on residents and attendees first-hand is such a humbling experience and being a part of that is a great feeling.’_
_‘It helps to put my thoughts and feelings into perspective.’_
**ALL** said that they felt a valued member of the MC family ( **8** said **greatly** ):
_‘I feel very involved and welcomed by MC – they're incredibly inclusive.’_
_‘I am regularly thanked for what I do’_
## **ALL** said they were **very happy with the communication and support** from the team.
Towards the end of the year, we added to our volunteer team by setting up a beneficiary steering group, which we hope will provide useful feedback, and help to guide and support the team as we continue to move forwards.
**31**
## Partnership Working
With the resumption of face-to-face sessions, we have relied heavily on our partnerships with local agencies, venue providers, social prescribers, and York Medical Group. All of our regular venue providers preserved our weekly slots free of charge throughout the pandemic, and, before we were able to move indoors, we were able to hold outdoor sessions in the gardens of a York Medical Group surgery and a local church, as well as the sports court of a community centre.
Since re-starting the groups indoors, we have received a steady stream of referrals. The key partners who identify and signpost vulnerable and isolated older people to us are City of York Council’s community teams, York Medical Group, NHS Primary Care Link Workers, York CVS’s Ways to Wellbeing social prescribing team and Age UK York. We are also connected to other related agencies such as OCAY (Older Citizens Advocacy York) and York Neighbours, who are in a position to promote our work to potential beneficiaries.
More generally, we benefit from York CVS’s excellent support for the voluntary sector in the city, and regularly attend their training and information sessions. We have also worked closely with York Cares in our search for volunteers and our efforts to improve digital inclusion, and are members of the Music for Healthy Lives Research and Practice Network steering group, an initiative led by the University of Leeds.
## Free Transport
When Musical Connections began working in community settings, it quickly became apparent that transport was a huge barrier for some potential beneficiaries, who could not use public
**32**
transport or taxis because of disability or a lack of money. Pre-Covid, we had already embedded free transport within our offer, and, since resuming in-person work, it continues to make a huge difference for people who would not otherwise be able to get to weekly sessions or additional events in the wider community. 17 participants have used this service over the last year, relying either on volunteer drivers or local taxi firms, who are aware of our beneficiaries’ circumstances and needs, and have provided updated safeguarding policies which cover Covid safety.
We know that our project partners find the offer of free transport hugely helpful in encouraging and enabling their clients to get involved with us, and we believe that our commitment to providing this service on a bespoke and ongoing basis sets us apart from many local services.
## Ongoing Relationships with Intergenerational Partners
Prior to the onset of Covid-19, we were running 50+ intergenerational sessions and events per year. During the lockdowns, we stayed in contact with many of our intergenerational partners, who were keen to contribute to collaborative recordings and other online activities, such as Zoom sessions and online concerts. With restrictions still in place at the start of the year, digital activities gave both younger and older participants a rare opportunity to make music with others, to connect with the wider community, and to feel a sense of purpose and positivity at a time when their options were limited. Please follow the links to watch some of the intergenerational recordings we have made over the last year:
- Stand By Me: https://youtu.be/RSGTXSTMNYw
-
-
-
- Merry Christmas Everyone: https://youtu.be/Q0XYE F80CM
- 500 Miles: https://youtu.be/LBtk8Bcs3M8
While continuing to deliver digital activities, the easing of restrictions over the course of the year has enabled us to gradually start re-introducing in-person intergenerational work with local schools and universities. It was with a sense of great excitement that students from both of York’s universities began to join us in November, working as group ‘music
**33**
buddies’ and delivering instrumental and vocal workshops, and, in December, local primary schools visited sheltered housing groups for Christmas carols and workshop activities - with the rise of the Omicron variant, the children stayed outside the housing schemes, while beneficiaries stayed inside, participating alongside their younger counterparts through open doors and windows. After Christmas, once concerns about the Omicron variant had begun to subside, we set about creating a timetable of indoor intergenerational workshops, and even managed to take beneficiaries into a local nursery and primary school for a couple of ‘Little Sings’.
Intergenerational work has always played a key role within our project. Our approach is one of mutuality and an expectation that everyone involved will play an equal and active role, so that all participants, regardless of age, have a sense of purpose and a properly shared and meaningful experience. It delivers immediate and direct benefits to participants, both younger and older, as well as wider sustainable benefits relating to cross-generational understanding.
Its success is built on:
- Providing enjoyable opportunities for interaction and communication between younger and older generations, where the music cuts across age and social stereotypes, and can be accessed and enjoyed by everyone, regardless of age.
- A collaborative approach, whereby the Musical Connections musicians work with teaching staff to devise projects and events which have a benefit, not just for our core beneficiaries, but for the children and young people too. Sometimes this means working with teachers to devise musical activities that link into the curriculum while at other times, it is simply about using music creatively to help everyone relax, get
**34**
involved and enjoy each other’s company. By working in this way, we have found that educational establishments are much more likely to commit to ongoing collaboration than if we base our approaches to them on a vague notion of public-spiritedness and social conscience.
Over the last year, we have worked with the following:
St Aelred’s Primary Westfield Primary Fulford Secondary University of York School School School University of York St Scarcroft Primary St George’s Primary Clifton Day Nursery John School School
The interactive content and the regularity of this work helps isolated older people to get involved or re-involved in the life of their community, and to enjoy positive experiences and connections with other people and generations. The evidence suggests that it is an equally positive experience for younger participants:
_‘It was a pleasure for us, a treat for the children. I know the children enjoyed it equally as much as the choir’_
## Solid Financial Management
During 2020-21, funders were very supportive of a re-deployment of their grants towards Covid-response activities, and a significant amount of covid-related funding was made available for charities working to reduce isolation amongst older people. The challenge for 2021-22 was to secure funding which not only continued to facilitate Covid-response activities where needed, but also enabled us to work towards a resumption of in-person work. Our priority was to move out of crisis mode, and to focus once more on longer-term sustainability, and we were delighted that several funders, including Arts Council England were keen to support us in this. Unlike many other charities, we were in an excellent financial position at
**35**
the end of the year, with our reserves intact and significant grant funding in place for the next 16 months.
The grant funding was complemented by income from voluntary participant contributions at weekly sessions (we request £4, but do not exclude anyone who is unwilling or unable to contribute), community fundraising and additional donations from members and project supporters.
## Steadfast and Supportive Board of Trustees
Throughout the two years of the pandemic, our musicians have been supported by an unchanging Board of Trustees, all of whom have demonstrated the same flexibility and dedication as the musicians. As the project has returned to near-normal, the trustees have been closely involved every step of the way, providing guidance, encouragement, and careful thinking in the face of the complexities raised by evolving Covid restrictions and a move from laws to guidance.
The trustees bring a range of skills to the charity; our Chair was previously Group Manager of Adult Services for City of York Council, and our Treasurer is a former marketing manager within Leeds City Council. The other trustees are a retired GP, a former senior lecturer in Music at York St John University and a retired engineer, who is also a Musical Connections choir member.
**36**
## FUTURE PLANS
We are looking to the next year with optimism, and hope that the road back to normality will now be relatively smooth. Over the next 12 months, we will be:
- Continuing to promote and expand our groups and choirs so that we will soon be back working with 300+ beneficiaries
- Continuing to re-build our intergenerational programme, with the intention of delivering up to 50 sessions and events per year
- Embedding digital activities alongside the core group work by continuing to create collaborative recordings and to provide ongoing support to members who are getting to grips with their tablets
- Maintaining an ongoing search for volunteers – although we have some longstanding regulars, and notwithstanding our new recruits, we wish to pre-empt any change in numbers by ensuring that we always have new people coming through
- Developing our fledgling steering group
- Implementing significant organisational development: our current Project Director has led Musical Connections for 13 years and will be stepping down in July to become a trustee, writing grant applications for the charity on a voluntary basis. She will be replaced by two existing members of the team who have shown dedication and commitment to the work of Musical Connections throughout the challenges of Covid19, as well as taking on new responsibilities and developing new skills which are now helping the work of the charity to evolve and grow in a post-pandemic world. They have been receiving intensive project management training from the outgoing Project Director, who will continue to provide them with close support in her new role as a trustee of the charity.
**37**
## FINANCES
## **Income and Expenditure**
Table 1 highlights the overall receipts and payments from 1[st] April 2021 to 31[st] March 2022, the brought forward balance at the end of 20/21, and the subsequent bank balance.
The total receipts up to 31[st] March were £100,774, and the total payments were £72,914, which leaves a balance of £27,860 for the financial year. When added to the carried forward balance from 2020/21 (£52,345), this left Musical Connections with a total balance of £80,205 for the end of the financial year.
The total amount of receipts allocated to unrestricted funding was £19,729, and there were payments to the value of £10,775, thus leaving an unrestricted surplus of £8,954 at the end of 2021/22. When added to the balance brought forward at the end of 20/21 (£27,539) and accounting for some minor transfers of funds (£34), this leaves the charity with £36,459 of unrestricted funds.
The total amount of receipts allocated to restricted funding was £81,045, and there were payments to the value of £62,139, thus leaving a balance of £18,906 in restricted grants to carry forward into the next financial year. When added to the balance of restricted funding brought forward at the end of 20/21 (£24,806) and allowing for a small number of transfers between funds, this leaves Musical Connections with £43,746 in restricted funds to carry forward into 22/23.
The total receipts received in 21/22 (£100,774) were made up of grants received £80,045 (79%), followed by session fees and contributions of £9,018 (9%). Donations from organisations (£4,687), community fundraising (£4,513) and individual giving (£2,511) together represented the remaining 12% of the total.
The payments (£72,914) comprised the overall people costs (81%) at £58,912. The top five categories of payments and the % of the total they accounted for, were as follows:
|Project management fees|- £22,140 (30%)|
|---|---|
|Musicians’ session fees|- £17,596 (24%)|
|Community involvement activities|- £16,753 (23%)|
|Equipment|- £5,372 (7%)|
|Beneficiary Travel and Transport|- £2,145 (3%)|
**38**
Table 2 provides a breakdown of receipts and payments for unrestricted funds and each restricted fund. It also provides the current surplus for each fund, the amount brought forward from 20/21 and the funds carried forward at the end of the financial year. This table also shows where payments were made against a brought forward balance from 20/21 rather than a receipt in 21/22 e.g., Wharfedale Foundation.
Table 3 shows the statement of Musial Connections’ assets and liabilities on 31[st] March 2022.
**39**
Table 1: Receipts & payments for the year ending: 31[st] March 2022
|Table 1: Receipts & payments for the year ending: 31 stMarch 2022|Table 1: Receipts & payments for the year ending: 31 stMarch 2022|Table 1: Receipts & payments for the year ending: 31 stMarch 2022|Table 1: Receipts & payments for the year ending: 31 stMarch 2022|Table 1: Receipts & payments for the year ending: 31 stMarch 2022|
|---|---|---|---|---|
||||2022|2021|
||Unrestricted
funds|
Restricted
funds|
Total funds|Total funds|
|Receipts|£|£|£|£|
|Session fees & contributions|9,018|-|9,018|1,071|
|Grants|-|80,045|80,045|42,290|
|Donations from organisations|3,687|1,000|4,687|1,812|
|Donations from individuals|2,511|-|2,511|6,093|
|Communityfundraising|4,513|-|4,513|6,540|
|Events & training|-|-|-|-|
|Total receipts|19,729|81,045|100,774|57,806|
||||||
|Payments|||||
|Session costs – musicians|3,190|14,406|17,596|-|
|Marketing& website|31|1,247|1,278|433|
|Meetingcosts|58|201|259|352|
|Travel costs|41|2,104|2,145|315|
|Musical equipment & music|261|5,111|5,372|1,699|
|Insurance|-|372|372|372|
|Project management costs|3,240|18,900|22,140|25,065|
|Stationery, printing& office costs|316|769|1,085|1,236|
|Fundingbids & fundraising|884|-|884|823|
|Trainingcosts|280|1,506|1,786|60|
|Communityinvolvement activities|1,176|15,577|16,753|37,578|
|Venue costs|396|1,326|1,722|51|
|Volunteer costs & DBS checks|48|96|144|92|
|COVID self-isolationpayment|378|-|378|-|
|Consumables,repairs & renewals|115|454|569|-|
|Independent examination|300|-|300|-|
|Self-evaluation|-|-|-|352|
|Miscellaneous expenses|61|70|131|313|
|Totalpayments|10,775|62,139|72,914|68,741|
|Net of receipts/(payments)|8,954|18,906|27,860|-10,935|
|Transfers between funds|-34|34|-|-|
|Balance brought forward|27,539|24,806|52,345|63,280|
|Balance carried forward|36,459|43,746|80,205|52,345|
**40**
Table 2 – Unrestricted and Restricted Funds
**----- Start of picture text -----**
Balance Income Resources Transfer of Balance
b/fwd recevied expended funds c/fwd
£ £ £ £ £
Unrestricted 27,539 19,729 10,775 -34 36,459
Restricted
Derwenthorpe Community Fund 293 - 293 - -
Wharfedale Foundation 2,000 - 640 - 1,360
Masonic Charitable Foundation 2,795 3,594 6,389 - -
Jack Brunton Charitable Trust 2,000 - 2,000 - -
HDH Wills 1965 Charitable Trust 500 - 430 - 70
Ashley Family Foundation 5,000 5,000 8,430 - 1,570
Liz and Terry Bramwell 5,000 - 5,001 1 -
Ways to Wellbeing York CVS 2,218 - 2,219 1 -
Whitwam Family Charitable Trust 5,000 - 5,001 1 -
Brelms Trust CIO - 5,000 3,555 - 1,445
Awards for All - 9,990 6,760 - 3,230
Betty’s and Taylor’s - 5,000 5,000 - -
Magic Little Grants - 500 500 - -
Westfield Ward - 500 500 - -
Hobson Charity - 5,000 2,079 - 2,921
Headley Trust - 1,000 1,031 31 -
Evan Cornish Foundation - 5,000 5,000 - -
Garfield Weston Foundation - 10,000 2,541 - 7,459
Arts Council - 17,361 113 - 17,248
Purey Cust Trust - 1,684 830 - 854
Headley Trust (2) - 5,000 2,208 - 2,792
Postcode Neighbourhood - 6,416 1,619 - 4,797
Total Restricted 24,806 81,045 62,139 34 43,746
Total Funds 52,345 100,774 72,914 - 80,205
**----- End of picture text -----**
**41**
Table 3 – Statement of Assets and Liabilities on 31[st] March 2022
|Table 3 – Statement of Assets and Liabilities on 31 stMarch 2022|Table 3 – Statement of Assets and Liabilities on 31 stMarch 2022|Table 3 – Statement of Assets and Liabilities on 31 stMarch 2022|Table 3 – Statement of Assets and Liabilities on 31 stMarch 2022|Table 3 – Statement of Assets and Liabilities on 31 stMarch 2022|
|---|---|---|---|---|
||||2021/22|2020/21|
||Unrestricted
funds|
Restricted
funds|
Total
funds|
Total
funds|
||£|£|£|£|
|Assets|||||
|Current bank account|36,315|43,746|80,061|52,340|
|Pettycash|144|-|144|5|
||36,459|43,746|80,205|52,345|
||||||
|Assets retained for the charity’s
own use|Fund|Cost|Current
Value||
|Details||£|£||
|3 x keyboard|Unrestricted|300|150||
|1 x keyboard|Life Less Lonely|155|50||
|Large amp|Unrestricted|150|50||
|Portable amp|Robert McAlpine|160|50||
|Portable amp|Life Less Lonely|149|50||
|3 x iPod touch|Freemasons|597|150||
|Loopstation|Unrestricted|135|20||
|Chime bars|Freemasons|260|100||
|Chime bars|Unrestricted|260|100||
|Chime bars|Micklegate Ward|127|100||
|Projector & case|Unrestricted|612|50||
|Portable speaker|Unrestricted|160|50||
|2 x camera|Unrestricted|379|100||
|Notebook|Freemasons|299|150||
|2 x tablet|Unrestricted|200|160||
|45 x tablets|Awards for All|4,455|4,455||
||||||
||||||
||||2022|2021|
||Unrestricted
funds|
Restricted
funds|
Total
funds|
Total
funds|
|Liabilities|£|£|£|£|
|Independent examination fee|300|-|300|300|
||300|-|300|300|
**42**
## **Fundraising**
Having had to adjust our fundraising strategy during Covid to take account of the loss of income from face-to-face sessions, this year has seen us once again generating income from direct fee income and participant donations at sessions, as well as from grants, individual/corporate donations and community fundraising:
**Grants and organisational donations** : having applied for and received a considerable amount of Covid-response funding in 2020-21, our focus over the last year has been to generate new grants/donations aimed at stabilising and sustaining us during and beyond the transition out of crisis mode. We have been successful in securing a number of multi-year grants, the most significant coming from the Garfield Weston Foundation (£30,000 over 3 years) and Arts Council England (£34,722 over 20 months)
**Weekly voluntary donations at sessions:** these have come from participants at our community-based groups. This year, we increased our suggested donation to £4 (we had planned to do so in April 2020, following 5 years of £3 donations) – in reality, some beneficiaries have donated more, and some have given less. While these donations are an important source of income for us, nobody is excluded if they are unable or willing to make a contribution
**Direct fee income** : this has come from a private care-home which has paid us directly for sessions
**Community fundraising and individual donations** : during the lockdowns, we worked hard to increase income from these sources, and our efforts continue to pay off, with income from these sources continuing to be considerably higher than it was in the year before the pandemic. With the closure of Virgin Money Giving, we have switched to Invest My Community for online fundraising, while community fundraising activities have included a brica-brac fair, concerts, carol-singing and sponsored events - the most notable of these was based on The Proclaimers’ song ‘500 Miles’ – we challenged our musicians and members to walk 500 miles to raise £500 and actually raised £1,331.
We would like to thank the following funders for their support over the last year:
**43**
Arts Council England Ashley Family Foundation Bettys & Taylor’s Coronavirus Community Fund Brelms Trust CIO Derwenthorpe Community Fund Evan Cornish Foundation Garfield Weston Foundation Headley Trust Hobson Charity HDH Wills 1965 Charitable Trust Jack Brunton CharitableTrust Liz & Terry Bramall Foundation Magic Little Grants Masonic Charitable Foundation
Postcode Neighbourhood Trust _(a grant-giving charity funded entirely by players of the People’s Postcode Lottery)_
Purey Cust Trust Ways to Wellbeing York CVS City of York Council’s Westfield Ward Whitwam Family Charitable Trust
## **Reserves Policy**
Musical Connections’ Reserves Policy, approved by the Trustees in July 2021, states that the charity should hold a maximum of £40k in reserves. This level of reserves was set after careful consideration of all the potential reasons reserves would be needed e.g. to aid cash flow, contingency planning to mitigate against unexpected expenditure, to commit designated funds to expenditure not covered by annual income and finally the closure of the charity. After due consideration of all these potential calls on reserves, it was determined that Musical Connections would need to hold a range of reserves between £9.5k and £40k. The trustees took the decision that they needed to protect the beneficiaries in the event of having to cease its operation and therefore the figure of £40k was agreed, as being 50% of the current operational costs of running the project with an additional 10% to go towards paying for any
**44**
professional services that may need to be employed to aid closure. This level of reserves would protect the charity’s beneficiaries, who are mainly socially isolated and vulnerable adults, and enable it to wind down its operation in a sustainable way, rather than abruptly withdraw its services, which would have a detrimental impact on their quality of life. At the end of 2021/22, the level of reserves held was £36, 459.
**45**
## **APPENDIX**
Independent Examination and Trustees Annual Report
46
Musical Connertions
(Charlty Numbor.. 11659931
Trustees Annual Report & Financlal Statements
for the year ended
31st March 2022
Charity accounts preparation &
independent examination service
47
Musical Connections
Plumber. 11659931
Contents
Index
Page
Report of the trustees
Independent examlner's report
Receipts & payments accounts
Statement of assets and15abilitles
Notes to the accounts
48
Trustges. Annual Rèport
Ta-.
P•Bl•t•r•d ¢hwty
Obi•d6b*• •nd •ctlvlti
49
W•..
In tro fKTt h¥rortM 2021.22. 3$ory1 ro•rf•M•krn
50
Fln•n¢l•l T•*
At t)1th• 2021f22fna1 li cI£10).n4 w¥J 1£72.•14
8tst*mwt•xpl•lnknoth• polty lot ht4dlng r•••rn• •MWng *hyip*y *•
Cr*)nÉdion$ Fteseryea Prjy. wo1 hi JY 2021 stBttt (rf£4C*
that ltrmy ne•d•d to wc4•ct th**t c4 to fyur•or£w
dqtrimirtyl |rn tsi
AnountolrnMr¥•A hqld
bo £40k. fftch 41 prBxqnl rqll¥#s SO% clth•Dy• r<•tsi4nrwthe •Ml**lY**)7¥ 10% to
45.55 at th• wdol AngnuwIl
NIA
lurth ¢l•lk
NIA
O••cdpiknn olth• ¢htrw• Iru
d•tsiiJ olwy
p1nI•.4. •l•Etlon to (*•*y trLat•4* cl 10.2 147
51
R•f•r•nc• Ind •dmlnl•tr*lon d•11*
YL¥k
Y01 C*
om¢•
v Sutton
Jo F•irry
Tru•¢••
NIA
N•m•s wd4ddF•uM 01•
••r
Karen YIoc•J
Yoi 7PR
NIA
819Tr•d olth•(hwlV•tnxt•
SIVlUr•
Fdl N•rn• Fwrrykn
2q/7/zL
52
Inde
ndent examinerfs
rt to the trustees of Musical Connections
I report on the accounis of..
for the year ended..
Responslbllltles and basls of report
Musl¢al Connedlons
315t March 2022
which are set out on pages 6 to 9.
A5 the charity trustees of the Trust you are responsible lor the preparation of the account5 in
attordance with the requirements of the Charities Act 20111.ihe A1.
I report in respect ol my examination of the Charity's accounts carried out under section 145 of
the 2011 Art and in carrying out my examlnation I have followed all the applicable Directions
given by the Charity Commission under section 145lSllbl of the Act.
Independent èxamlntr's statèmènt
I have completed my examinatlon. I confirni that no materlal matters have come to my attent5on
In connection with the examination glvlng me cause to believe that in any material respect..
l accounling records were not kept in respect of the Trust as requifed by section 130 of
thè Art.. or
2 the accounts do not accord with th05e record5
I have no ¢oncerr5 and have come across no other rnotter5 in connertion with the exarnlnation
to which atttntitsn should be drawn in this report in order to enable a proper understanding of
the accounts to be reachèd.
9/912L
Karen Wo¢)d IACMAI
Outsource independent examination
service
The Hi5cox Building
Peasholme Green
York YOI 7PR
Dat*:
53
Musical Connections
(Charity Number= 11659931
Receipt5 & payments accounts for the year ending:
315t March 2022
2022
Total
funds
2021
Total
funds
Unrestrlcted
funds
Restrirted
lunds
Receipts
Session fees & contributions
Grants
Donations from organisations
Donations from individuals
Community fundraisln8
Events & trainin8
Total recelpts
9,018
9,018
80,045
4,687
2,511
4,513
1,071
42,290
1,812
6,093
6.540
80,045
3,687
2.511
4.513
Payments
Session costs- musicians
Marketing & Website
Meetlng cost5
Travel costs
Musical equipment & muslc
Insurance
Project management COStS
Stationery, printing & office costs
Funding bids & fundraising
Training Costs
Community involvement
activitieslvolunteer management.
musicians
Venve costs
Volunteer cost5 & DBS checks
Covid self isolation payment
Consvmables, repairs & renewals
Independent examination
Self evaluation
Miscellaneous expenses
Total payments
Net of recelpts/lpayments)
Transfers between funds
3.190
31
58
41
261
14,406
1,247
201
2,104
5,111
372
18,900
769
17,596
1,278
259
2,145
5,372
372
22,140
1,085
884
1,786
433
352
315
1,699
372
25,065
1,236
823
60
3,240
316
1.176
15.577
16.753
37,578
396
48
378
115
300
1.326
96
1.722
144
378
569
300
51
92
454
352
313
61
70
131
8,954
18.906
27,860
110,9351
1341
34
Balance brought forward
Balance carried forward
27.539
24,806
52,345
63,280
54
(Charity Number." 11659931
ststemeni of ass¢ts •nd Ilab114tle5 at:
Jtst M•rth 2024
2011
Tothl
Totsl
ds
CuNent ba4* •tcount
Petty 5h
36.315
144
43.746
.c61
144
52,340
16
Curr?nt
Value
Asstts rttslned lorth•rlWs w•
O•t•lls
3 x Keyboard
I x Keyboard
r8e amp
Portable amp
Portable amp
3 x Ipod 1ch
Loop station
Chlme bars
Chlme bars
ChSme bars
Prolecior & t*sÈ
PortèblÈsptakpr
2 x camtfa
Notebook
Unrestritted
It Le55 Lone
Unrestricted
Robert M(Altyne
Llle Less LC¥*
Fretmbsons
Unfestrttttd
Iso
50
so
50
155
150
160
149
597
135
160
2flJ
117
612
160
379
299
2¢
4.455
150
20
Ir
Ic
UnrestTlcte
Mickleyte W•rd
UDresrdtted
Unrèstricted
U•restiicted
Freemasoni
Unrestritted
Award$for1
i)
150
160
4.455
45 x tab*s
2022
Yotal
nds
2Wi
Tot•1
fvDds
Ratrkted
nth
Uab11111•5
Independent exarfAn•tknn fet
3ry)
3(Y)
3Lh)
55
Icharity NumbÈr 116$9931
Notestoth•arf•urt5hrthe
DorwefflthNpe c4mmun¥ hirtof a VQllL4plryth¢ftdllr4TLY*S
Vlhwhdèh
Mo50niC ChirtiablpFoY
JXk•rUn¢¢ th4rlthbltTiwt
hloy F•m11¥FnllO
Ur&T4rry Br¥1
w10 WolIt•Vcvs
Sq¢Md Instalmt*K llli
I$14rt ofth tOY4rk FAWE•lfjroup'5
Awlf0(
Jt•pthYy"Iwlrd5¥**5ld Sult41n411ThlQrMc 5UPWt
Coron•Yifus tommunlty Fund
ik
Westfitlttwlrd
[Mun
Hob*nCWty
He•dleyTiuSI
Evan Comb*h
Grnotttr*ardtrornroJts
Grnntth¥Jatth ioMfQJlS
rstihSW*llintol•yinttr*5LWrt." the feSurnpMn of¥Jookty, IwwThmu5k•roups4fK1
PuieyCusg7rttst
*4d*Trust121
56
TqtslUnr•rtrlthd
27.539
19.729
10.775
56.459
t*r*ent*orptCoMuntyFw
wharledileFoundatTr
Masonic ChaiitatAtFfrtJndaiknn
Jack 8runlon ChaDtèble T*t
HDHWI115 1965 ChntA*lpTni
*Jhley FafflilyFour
193
293
Ljg)
1795
&S94
4YJ
s.1
2.219
Ls70
to WellbeiYrrfkC¥S
Izii
$rdm5Trus1
AWard5ftsF
etty's &TaWortGmupCfrfownJ5CwDrnwty
Fun¢ isswd
Fpufidatkn
M4ic Uttl*Gtanti
Wesffiel¢ Ward
HobsoD Ch•rlty
He4they TIus1
E¥aM Cornlsh FljOn
rReld Western FouTrJ•U
Art5 Counrll Ewhnd
Pyreycust Trust
55
760
1,445
3.2XS
79
iO.C•X)
17.361
1541
7,459
iY,Z48
Z.2r
P05tiudp NEbOUr1dTnAf
4.757
4Y.746
52J45 10i774
71914
1717/x2
J-F-
27/7/21
D4te
##
##
##
##
##
|-|10were intergenerational workshops,eventsand concerts where group beneficiaries made musicwithchildren and young|
|---|---|
||peoplefromlocal schools and universities|
|-|6were community-basedeventsinvolving members singing at a local market,asupermarket, a city centre fundraiser and|
||events involving an additional 60 peoplefroman Age UK day club and $everal local authority housing schemes|
|-|4 were radio sessions|
|.|99% said going to their Musical Connections session improved their mood on the day (94% said greatly)|
|---|---|
|.|100% said going to their group helped them tofeelhappier and more positive about life (84% said greatly)|
|.|95% said that taking part improved their confidence (60% said greatly)|
|.|89% said their physical wellbeingwasimproved|
|.|99% said they felt greater satisfaction with their lives|
|.|gBoAsaid going to their group improved their alertness and activity levels|
|.|98o/osaiditgave them a sense of purpose and something to look forwardto|
|.|S5%saiditenabled them to make increased contact with other people|
|.|960/osaid they had made new friends through their group|
|.|100% said they considered themselvestobeavalued member oftheMC Farnily {60% said greatly)|
|.|95olosaid their overall wellbeing was improved|
##
##
##
##
##
##
|Refarence andadminis|tration|details|
|---|---|---|
|Charity'sfullname||Musical Connections|
|Othernames thecharityis|known|byNIA|
|Charlty's principaladdress||PO Box 724|
|||York|
|||YOlOHL|
|Names of thetrustaes who|||
|ValSutton|Chair||
|JoFarrlngton|Treasurer||
|Chris Bartram|||
|Hazel Brown|||
|Richard Frost|||
|Names and addressesof advisers(OPTIONALI||
|---|---|
|Karen Wood
lndependent ExaminerAGMA,CGMA|Outsource Accountancy Services &lndependentExaminations|
||Hiscox Building, Peasholme Green|
||YO1 7PR|
|Bankers
Natwest Bank||
|Name of ehief executiveornamesof senior staffmembers||
|N/A||
##
##
##
##
##
##
|Receipts&
ents accountsfortheyear ending:|Receipts&
ents accountsfortheyear ending:||31stMarch2A22|31stMarch2A22|
|---|---|---|---|---|
||||2022|2A2t|
||Unrestricted|Restricted|Total|Total|
||funds|funds|funds|funds|
|Receipts|€|f|f|f|
|Sessionfees&contributions|9,018||9,018|1,07L|
|Grants||80,045|80,045|42,294|
|Donationsfromorganisations|3,687|1,000|4,697|1,812|
|Donationsfromindividuals|2,51t||2,51r|6,093|
|Community fundraising|4,513||4,513|6,540|
|Events&training|||||
|Totalreceipts|_t9,729_____g1,045_||_tOO,774__5zqqg_||
|Payments|||||
|Sessioncosts - musicians|3,L90|14,406|17,596||
|Marketing& Website|31|t,247|L,278|433|
|Meetingcosts|58|201|259|352|
|Travel costs|41|2,t44|2,L45|315|
|Musicalequipment &music|26L|5,111|5,372|1,599|
|lnsurance||372|372|372|
|Projectmanagementcosts|3,244|18,900|22,140|25,065|
|Stationery,printing&officecosts|316|769|1,095|1,236|
|Funding bids& fundraising|884||884|823|
|Trainingcosts|280|1,506|1,786|60|
|Communityinvolvement|||||
|activitieslvolunteermanagement.|L,L76|15,577|16,753|37,578|
|musicians|||||
|Venuecosts|396|L,326|L,722|51|
|Volunteercosts&DBSchecks|48|96|L44|92|
|Covidself isolation payment|378||378||
|Consumables,repairs&renewals|115|454|569||
|lndependent examination|300||300||
|Selfevaluation||||35;|
|Miscellaneous expenses|51|?;|131-|313|
|Total payments
Netof receipts/{payments}|--*rgz!---9t139_
_J2&r4__99;741
8,954 19,90627,960(10,9351||||
|Transfershetween funds|(34)|34|||
|Balancebroughtforward|27,539|24,80652,34563,290|||
|Balancecarriedforward|___-1S1I9__43t46-__gg3gl*__&gl5-||||
##
|Statementofassetsandliahilities at|:|31st|March202i|||
|---|---|---|---|---|---|
|||||2022|2021|
|Assets||UnrestrictedRestricted
funds
funds
fc||Total
fundsf|Total
funds
€|
|Current hank account||35,315|43,746|80,051|52,340|
|PeWCash||144||144|5|
|||36,459|43,746|80,205|
52,345|
||||||Current|
|Assetsretainedforcharity'sournuse||Fund||Cost|value|
|||||€|f|
|Details||||||
|3x Keyboard||Unrestricted||300|150|
|1xKeyboard||LifeLessLonely||155|50|
|Largeamp||Unrestricted||150|50|
|Portable amp||Robert McAlpine||L60|50|
|Portable amp||LifeLessLonely||L49|50|
|3 xipodtouch||Freemasons||597|150|
|Loopstation||Unrestricted||135|20|
|Chime bars||Freemasons||260|1.00|
|Chlme bars||Unrestricted||26A|L00|
|Chimebars||Micklegate Ward||127|100|
|Projector&case||Unrestricted||512|50|
|Portable speaker||Unrestricted||160|50|
|2 xcamera||Unrestricted||379|100|
|Notebook||Freemasons||299|150|
|2xtablet||Unrestricted||200|160|
|45xtablets||AwardsforAll||4,455|4,455|
||||2022|2021||
||Unrestricted|Restricted|Total|Total||
||funds|funds|funds|funds||
|[iabilities|f|f|€|c||
|lndependentexamination fee|300|-|300
300|300
300||
##
##
##
##
|Fund name|Purpose|
|---|---|
|Derwenthorpe CommunityFund|Forhire ofavenuefor theRolling Tones|
|Wharfedale Foundation|Forintergenerationalwork('Generations in Harmony')|
|Masonic Charitable Foundation|Finalinstalment ofa3-yeargranttohelp sustain and develop our work.Thegrant comeswitha|
||strong focus on active co-operation,withaviewtoincreasing and sharing learning|
|JackBrunton Charitable Trust|Agrant towards corecosts|
|HDHWills1965Charitable Trust|Fundingtowards venue hireforHoneysuckle Singers|
|Ashley Family Foundation|Secondinstalment ofa2-yeargrant towards corecostsfor,Communitiesin Harmony,|
|Liz& Terry Bramwell|Grant supporting post-Covid resumption of in-person activities|
|WaystoWellbeingYorkCVS|Agranttoaidthe start-up ofanewmusicgroup linked toyorkMedical Group,s Monkgate|
||surgery|
|WhitwamFamilyCharitable Trust|Grant towards corecosts|
|BrelmsTrust|Secondinstalment ofa3-year granttodelivermusicgroups and intergenerational activities|
|AwardsforAll|Grantforadigital inclusion project aimed at enablingMCmemberstousetablets duringand|
||between weeklymusic sessions|
|Betty's & Taylor's Group|Fundingtoenablea'stepchange'towardsincreasedsustainabilityforMC bysupporting|
|Coronavirus CommunityFund|volunteerrecruitment, expanded online provision and project managementtraining|
|issued byTwoRidingsCommunity||
|Foundation||
|Magic Little Grants|Fundingfor outdoormusic sessionsduring Summer2021|
|Westfield Ward|Agranttowardsre-starting in-personsessionsatGale FarmCourt independent living|
||communitv|
|HobsonCharity|Fundingtoenableustoprovide free beneficiarytransport|
|HeadleyTrust|Granttowardscorecosts|
|EvanCornish Foundation|Grant towards corecosts|
|Garfield Western Foundation|Firstyear ofa (second) 3-yeargrant towards corecosts|
|Arts CouncilEngland|Firstinstalment ofagranttosupport:theresumption of weekly, in-personmusicgroupsand|
||intergenerational activities;theinclusion ofdigital/onlineactivities; significant organisational|
||development|
|Purey CustTrust|Fundingfor theresumption of AcombSingers'in-personsessions|
|HeadleyTrust{2}|Granttowardscorecosts|
|PostcodeNeighbourhood Trust|Granttowardsresumption of TheRolling TonesCommunity Choir|
||Balance|lncomeResourcesTransfer|lncomeResourcesTransfer|lncomeResourcesTransfer|Balance|
|---|---|---|---|---|---|
|TotalUnrestricted|bfiwd
f
:::i3p|rcceived expendedoffunds
fff
*-tz?n
10,2s--_l5ai|||c/fwd
I
_*:glse-|
|Derwenthorpe CommunityFund|293||293|||
|Wharfedale Foundation|2,000||640||1,360|
|Masonic Charitable Foundati0n|2,795|3,59;|6,389|||
|iack Brunton Charitable Trust|2,000||2,000||:|
|HDHWills 1965 Charitable Trust|500||430||70|
|Ashley Family Foundation|5,000|5,000|8.430||1,570|
|Liz&T€rry Bramwell|s,000||5,001|1||
|WaystoWellbeingYorkCVS|2,218|.|2,219|1||
|WhitwamFamilyCharitable Trust|5,000||5,001|1||
|BrelmsTrust||s,000|3,555||1,445|
|AwardsforAll||9,990|6,760||3,230|
|Betty's & Taylor's Group Coronavirus Community||||||
|Fund issued byTwoRidingsCommunity||||||
|Foundation||5,000|s,000|||
|Magic Little Grants||500|500|||
|Westfield Ward||500|500|||
|HobsonCharity||5,000|2,0v9||2,92i|
|HeadleyTrust||L,000|1,031|31||
|EvanCornish Foundation||5,000|5,000|||
|Garfield Western Foundation||10,000|2,54t||7,459|
|Arts CouncilEngland||L7,36!|:.13||L7,?48|
|Purey CustTrust||1,684|830||854|
|HeadleyTrust{2)
PostcodeNeighbourhood Trust
Total Restricted|s,000
6,416_
24806 81,045||2,208
1,q19
62,139||7,792
4,797
43,?45|
|TotalFunds|--mFaE|*-r067ia|72,914||80,205|
##
##
##
##
##
##
|-|10were intergenerational workshops,eventsand concerts where group beneficiaries made musicwithchildren and young|
|---|---|
||peoplefromlocal schools and universities|
|-|6were community-basedeventsinvolving members singing at a local market,asupermarket, a city centre fundraiser and|
||events involving an additional 60 peoplefroman Age UK day club and $everal local authority housing schemes|
|-|4 were radio sessions|
|.|99% said going to their Musical Connections session improved their mood on the day (94% said greatly)|
|---|---|
|.|100% said going to their group helped them tofeelhappier and more positive about life (84% said greatly)|
|.|95% said that taking part improved their confidence (60% said greatly)|
|.|89% said their physical wellbeingwasimproved|
|.|99% said they felt greater satisfaction with their lives|
|.|gBoAsaid going to their group improved their alertness and activity levels|
|.|98o/osaiditgave them a sense of purpose and something to look forwardto|
|.|S5%saiditenabled them to make increased contact with other people|
|.|960/osaid they had made new friends through their group|
|.|100% said they considered themselvestobeavalued member oftheMC Farnily {60% said greatly)|
|.|95olosaid their overall wellbeing was improved|
##
##
##
##
##
##
|Refarence andadminis|tration|details|
|---|---|---|
|Charity'sfullname||Musical Connections|
|Othernames thecharityis|known|byNIA|
|Charlty's principaladdress||PO Box 724|
|||York|
|||YOlOHL|
|Names of thetrustaes who|||
|ValSutton|Chair||
|JoFarrlngton|Treasurer||
|Chris Bartram|||
|Hazel Brown|||
|Richard Frost|||
|Names and addressesof advisers(OPTIONALI||
|---|---|
|Karen Wood
lndependent ExaminerAGMA,CGMA|Outsource Accountancy Services &lndependentExaminations|
||Hiscox Building, Peasholme Green|
||YO1 7PR|
|Bankers
Natwest Bank||
|Name of ehief executiveornamesof senior staffmembers||
|N/A||
##
##
##
##
##
##
|Receipts&
ents accountsfortheyear ending:|Receipts&
ents accountsfortheyear ending:||31stMarch2A22|31stMarch2A22|
|---|---|---|---|---|
||||2022|2A2t|
||Unrestricted|Restricted|Total|Total|
||funds|funds|funds|funds|
|Receipts|€|f|f|f|
|Sessionfees&contributions|9,018||9,018|1,07L|
|Grants||80,045|80,045|42,294|
|Donationsfromorganisations|3,687|1,000|4,697|1,812|
|Donationsfromindividuals|2,51t||2,51r|6,093|
|Community fundraising|4,513||4,513|6,540|
|Events&training|||||
|Totalreceipts|_t9,729_____g1,045_||_tOO,774__5zqqg_||
|Payments|||||
|Sessioncosts - musicians|3,L90|14,406|17,596||
|Marketing& Website|31|t,247|L,278|433|
|Meetingcosts|58|201|259|352|
|Travel costs|41|2,t44|2,L45|315|
|Musicalequipment &music|26L|5,111|5,372|1,599|
|lnsurance||372|372|372|
|Projectmanagementcosts|3,244|18,900|22,140|25,065|
|Stationery,printing&officecosts|316|769|1,095|1,236|
|Funding bids& fundraising|884||884|823|
|Trainingcosts|280|1,506|1,786|60|
|Communityinvolvement|||||
|activitieslvolunteermanagement.|L,L76|15,577|16,753|37,578|
|musicians|||||
|Venuecosts|396|L,326|L,722|51|
|Volunteercosts&DBSchecks|48|96|L44|92|
|Covidself isolation payment|378||378||
|Consumables,repairs&renewals|115|454|569||
|lndependent examination|300||300||
|Selfevaluation||||35;|
|Miscellaneous expenses|51|?;|131-|313|
|Total payments
Netof receipts/{payments}|--*rgz!---9t139_
_J2&r4__99;741
8,954 19,90627,960(10,9351||||
|Transfershetween funds|(34)|34|||
|Balancebroughtforward|27,539|24,80652,34563,290|||
|Balancecarriedforward|___-1S1I9__43t46-__gg3gl*__&gl5-||||
##
|Statementofassetsandliahilities at|:|31st|March202i|||
|---|---|---|---|---|---|
|||||2022|2021|
|Assets||UnrestrictedRestricted
funds
funds
fc||Total
fundsf|Total
funds
€|
|Current hank account||35,315|43,746|80,051|52,340|
|PeWCash||144||144|5|
|||36,459|43,746|80,205|
52,345|
||||||Current|
|Assetsretainedforcharity'sournuse||Fund||Cost|value|
|||||€|f|
|Details||||||
|3x Keyboard||Unrestricted||300|150|
|1xKeyboard||LifeLessLonely||155|50|
|Largeamp||Unrestricted||150|50|
|Portable amp||Robert McAlpine||L60|50|
|Portable amp||LifeLessLonely||L49|50|
|3 xipodtouch||Freemasons||597|150|
|Loopstation||Unrestricted||135|20|
|Chime bars||Freemasons||260|1.00|
|Chlme bars||Unrestricted||26A|L00|
|Chimebars||Micklegate Ward||127|100|
|Projector&case||Unrestricted||512|50|
|Portable speaker||Unrestricted||160|50|
|2 xcamera||Unrestricted||379|100|
|Notebook||Freemasons||299|150|
|2xtablet||Unrestricted||200|160|
|45xtablets||AwardsforAll||4,455|4,455|
||||2022|2021||
||Unrestricted|Restricted|Total|Total||
||funds|funds|funds|funds||
|[iabilities|f|f|€|c||
|lndependentexamination fee|300|-|300
300|300
300||
##
##
##
##
|Fund name|Purpose|
|---|---|
|Derwenthorpe CommunityFund|Forhire ofavenuefor theRolling Tones|
|Wharfedale Foundation|Forintergenerationalwork('Generations in Harmony')|
|Masonic Charitable Foundation|Finalinstalment ofa3-yeargranttohelp sustain and develop our work.Thegrant comeswitha|
||strong focus on active co-operation,withaviewtoincreasing and sharing learning|
|JackBrunton Charitable Trust|Agrant towards corecosts|
|HDHWills1965Charitable Trust|Fundingtowards venue hireforHoneysuckle Singers|
|Ashley Family Foundation|Secondinstalment ofa2-yeargrant towards corecostsfor,Communitiesin Harmony,|
|Liz& Terry Bramwell|Grant supporting post-Covid resumption of in-person activities|
|WaystoWellbeingYorkCVS|Agranttoaidthe start-up ofanewmusicgroup linked toyorkMedical Group,s Monkgate|
||surgery|
|WhitwamFamilyCharitable Trust|Grant towards corecosts|
|BrelmsTrust|Secondinstalment ofa3-year granttodelivermusicgroups and intergenerational activities|
|AwardsforAll|Grantforadigital inclusion project aimed at enablingMCmemberstousetablets duringand|
||between weeklymusic sessions|
|Betty's & Taylor's Group|Fundingtoenablea'stepchange'towardsincreasedsustainabilityforMC bysupporting|
|Coronavirus CommunityFund|volunteerrecruitment, expanded online provision and project managementtraining|
|issued byTwoRidingsCommunity||
|Foundation||
|Magic Little Grants|Fundingfor outdoormusic sessionsduring Summer2021|
|Westfield Ward|Agranttowardsre-starting in-personsessionsatGale FarmCourt independent living|
||communitv|
|HobsonCharity|Fundingtoenableustoprovide free beneficiarytransport|
|HeadleyTrust|Granttowardscorecosts|
|EvanCornish Foundation|Grant towards corecosts|
|Garfield Western Foundation|Firstyear ofa (second) 3-yeargrant towards corecosts|
|Arts CouncilEngland|Firstinstalment ofagranttosupport:theresumption of weekly, in-personmusicgroupsand|
||intergenerational activities;theinclusion ofdigital/onlineactivities; significant organisational|
||development|
|Purey CustTrust|Fundingfor theresumption of AcombSingers'in-personsessions|
|HeadleyTrust{2}|Granttowardscorecosts|
|PostcodeNeighbourhood Trust|Granttowardsresumption of TheRolling TonesCommunity Choir|
||Balance|lncomeResourcesTransfer|lncomeResourcesTransfer|lncomeResourcesTransfer|Balance|
|---|---|---|---|---|---|
|TotalUnrestricted|bfiwd
f
:::i3p|rcceived expendedoffunds
fff
*-tz?n
10,2s--_l5ai|||c/fwd
I
_*:glse-|
|Derwenthorpe CommunityFund|293||293|||
|Wharfedale Foundation|2,000||640||1,360|
|Masonic Charitable Foundati0n|2,795|3,59;|6,389|||
|iack Brunton Charitable Trust|2,000||2,000||:|
|HDHWills 1965 Charitable Trust|500||430||70|
|Ashley Family Foundation|5,000|5,000|8.430||1,570|
|Liz&T€rry Bramwell|s,000||5,001|1||
|WaystoWellbeingYorkCVS|2,218|.|2,219|1||
|WhitwamFamilyCharitable Trust|5,000||5,001|1||
|BrelmsTrust||s,000|3,555||1,445|
|AwardsforAll||9,990|6,760||3,230|
|Betty's & Taylor's Group Coronavirus Community||||||
|Fund issued byTwoRidingsCommunity||||||
|Foundation||5,000|s,000|||
|Magic Little Grants||500|500|||
|Westfield Ward||500|500|||
|HobsonCharity||5,000|2,0v9||2,92i|
|HeadleyTrust||L,000|1,031|31||
|EvanCornish Foundation||5,000|5,000|||
|Garfield Western Foundation||10,000|2,54t||7,459|
|Arts CouncilEngland||L7,36!|:.13||L7,?48|
|Purey CustTrust||1,684|830||854|
|HeadleyTrust{2)
PostcodeNeighbourhood Trust
Total Restricted|s,000
6,416_
24806 81,045||2,208
1,q19
62,139||7,792
4,797
43,?45|
|TotalFunds|--mFaE|*-r067ia|72,914||80,205|
##