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2022-06-30-accounts

Charity number: 1167421

THE JAZZ CENTRE (UK)

UNAUDITED

TRUSTEES' REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022

THE JAZZ CENTRE (UK)

CONTENTS

Page
Reference and Administrative Details of the Charity, its Trustees and Advisers 1
Trustees' Report 2 - 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Balance Sheet 7
Notes to the Financial Statements 8 - 18

THE JAZZ CENTRE (UK)

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 30 JUNE 2022

Trustees D Fairweather
M R Fisher
M Kass (resigned 1 August 2022)
R Michalski (resigned 17 July 2021)
A Green
P Richards
G C Evans
J P Wilson
C P Sternshine (appointed 26 February 2022)
Charity registered
number
1167421
Principal office
Beecroft Art Gallery
Southend-on-Sea
Essex
SS2 6EW
Accountants
Venthams
Chartered Accountants
Millhouse
32 - 38 East Street
Rochford
Essex
SS4 1DB

Page 1

THE JAZZ CENTRE (UK)

TRUSTEES' REPORT FOR THE YEAR ENDED 30 JUNE 2022

The Trustees present their annual report together with the financial statements of the Charity for the 1 July 2021 to 30 June 2022.

Objectives and activities

a. Policies and objectives

In setting objectives and planning for activities, the Trustees have given due consideration to general guidance published by the Charity Commission relating to public benefit.

The object of the charity is to advance the arts for the public benefit by the promotion, preservation and celebration of jazz music in all its forms for a diverse and growing community.

b. Activities undertaken to achieve objectives

The charity’s activities include archival research and heritage preservation, weekly programmes of live music, jazz-related films via a film club, art exhibitions featuring local/national/international artists and photographers, heritage celebration via its museum and walk-through history of jazz (1910-2020), two fully-equipped performance spaces, displays of jazz musicians’ memorabilia, on-line personal study facilities, jazz workshops and master classes, lectures and discussion groups by visiting musicians, critics and authors, full bibliographic library and research facility, leisure facilities, jazz record and bookshop.

c. Main activities undertaken to further the Charity's purposes for the public benefit

TJCUK fully re-opened its doors, post-pandemic, with a live music event on 7 August 2021. The Trustees’ main priority at the beginning of this reporting period was to fully re-establish its programme of activities on a financially sound basis. This has been achieved as this report will demonstrate.

Achievements and performance

a. Live music at the Beecroft

For the reporting period, 28 ticketed live music events were held at the Beecroft. We also hosted Susan May’s “Spikes Place” for nine events. Great efforts were made to ensure that jazz “in all its forms” was represented. A total of 954 tickets were sold for these events.

Highlights of the programme included:

In addition to the ticketed live music events, a number were put on with free entry to help build our audience base. There were also film screenings and lectures on a range of jazz topics.

Page 2

THE JAZZ CENTRE (UK)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 30 JUNE 2022

Achievements and performance (continued)

b. Exhibition

During the previous reporting period, a major NLHF funded project, ‘Celebrating the 100 Club; bringing history to life’, was successfully completed, in spite of Covid restrictions. Improvements were also made to the history of jazz exhibition and the digital infrastructure in the premises was upgraded.

The exhibition related to the NLHF project has remained in place for this reporting period. The improvements to the history of jazz exhibition have demonstrated their value, making it easier for visitors to navigate the story of jazz, with additional information made available from TJCUK’s web resources using QR code links.

c. Website & Social Media

There were over twenty four thousand visits to our website and we have thousands of followers on social media. The website data also suggests that we are connecting with people of all ages.

d. Volunteers

TJCUK has worked hard to attract, train and retain a team of volunteers to make its operations deliverable. The pandemic has eroded our volunteer support. We now have a core team of 26 volunteers, including our trustees. We aim to be open whenever the gallery is open. We are constantly seeking more volunteers to make our team more diverse and resilient.

Financial review

a. Going concern

The Trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence, subject to the continued support of the City of Southend on Sea Council (SCC). However, on 28 July 2022, SCC served notice, under the terms of the Service Level agreement between TJCUK and SCC, to vacate our premises at the Beecroft Gallery by 1 august 2023. The consequences of this are unclear at present. SCC has committed to helping TJCUK find a new location in Southend but until the financial implications of such a move are known the impact on TJCUK will remain uncertain.

For this reason they continue to adopt the going concern basis in preparing financial statements. Further details regarding the adoption of the going concern basis can be found in the accounting policies.

Structure, governance and management

a. Constitution

The charity was established as a Charitable Incorporated Organisation by a Constitution on 2 June 2016.

b. Methods of appointment or election of Trustees

The management of the Charity is the responsibility of the Trustees who are elected and co-opted under the terms of the Constitution.

Page 3

THE JAZZ CENTRE (UK)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 30 JUNE 2022

Structure, governance and management (continued)

c. Organisational structure and decision-making policies

Trustees are elected who have specialist skills including I/T and digital media, accountancy, musical outreach, fundraising, strategic and business planning, law and charitable research. The Trustees meet formally on a quarterly basis but additional ad hoc meetings are held as required.

Plans for future periods

From July 1 2022 The Jazz Centre (UK) will continue its activities under Chairman (Gareth Evans) Secretary (Adrian Green) Treasurer (John Wilson) and Creative Director (Digby Fairweather). The trustees are actively engaged in finding a way forward for TJCUK taking account of the service of notice by SCC. A campaign to reverse SCC’s decision has won considerable support and SCC has stated publicly that “we will be pleased to help TJCUK find alternative accommodation to meet their future ambitions.” The trustees are actively engaged with SCC to find a sustainable way forward.

Statement of Trustees' responsibilities

The Trustees are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England & Wales requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the Charity and of its incoming resources and application of resources, including its income and expenditure, for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the Charity's transactions and disclose with reasonable accuracy at any time the financial position of the Charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the Constitution. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by order of the members of the board of Trustees and signed on their behalf by:

G C Evans

Date: 27 March 2023

Page 4

THE JAZZ CENTRE (UK)

INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 30 JUNE 2022

Independent Examiner's Report to the Trustees of The Jazz Centre (UK) ('the Charity')

I report to the charity Trustees on my examination of the accounts of the Charity for the year ended 30 June 2022.

Responsibilities and Basis of Report

As the Trustees of the Charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the 2011 Act').

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

Independent Examiner's Statement

Your attention is drawn to the fact that the Charity has prepared the accounts in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has been withdrawn.

I understand that this has been done in order for the accounts to provide a true and fair view in accordance with the Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2015.

I have completed my examination. I confirm that no 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 Charity as required by section 130 of the 2011 Act; or

  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 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.

Signed: Dated: 27 March 2023 Stuart Harrison FCA

Venthams

Chartered Accountants Millhouse 32 - 38 East Street Rochford Essex SS4 1DB

Page 5

THE JAZZ CENTRE (UK)

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 JUNE 2022

Note
Income from:
Donations and legacies
3
Charitable activities
4
Other income
5
Total income
Expenditure on:
Charitable activities
6
Total expenditure
Net income/(expenditure)
Transfers between funds
12
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Net movement in funds
Total funds carried forward
Restricted
funds
2022
£
20,088
-
-
20,088
4,217
4,217
15,871
(2,996)
12,875
-
12,875
12,875
Unrestricted
funds
2022
£
21,619
15,427
-
37,046
23,107
23,107
13,939
2,996
16,935
31,527
16,935
48,462
Total
funds
2022
£
41,707
15,427
-
57,134
27,324
27,324
29,810
-
29,810
31,527
29,810
61,337
Total
funds
2021
£
56,725
307
3,000
60,032
68,842
68,842
(8,810)
-
(8,810)
40,337
(8,810)
31,527

Page 6

THE JAZZ CENTRE (UK)

BALANCE SHEET FOR THE YEAR ENDED 30 JUNE 2022

Note
Fixed assets
Tangible assets
10
Current assets
Cash at bank and in hand
Creditors: amounts falling due within one
year
11
Net current assets
Total assets less current liabilities
Total net assets
Charity funds
Restricted funds
12
Unrestricted funds
12
Total funds
47,121
47,121
(678)
2022
£
14,894
14,894
46,443
61,337
61,337
12,875
48,462
61,337
20,509
20,509
(643)
2021
£
11,661
11,661
19,866
31,527
31,527
-
31,527
31,527

The financial statements were approved and authorised for issue by the Trustees and signed on their behalf by:

G C Evans

Date: 27 March 2023

Page 7

THE JAZZ CENTRE (UK)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022

1. General information

The principal activity of the charity continued to be to advance the arts by the promotion, preservation and celebration of jazz music in all its forms.

The charity is registered with the Charity Commission under charity number 1167421.

2. Accounting policies

2.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) - Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

The financial statements have been prepared to give a 'true and fair' view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a 'true and fair' view. This departure has involved following the Charities SORP (FRS 102) published in October 2019 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

The Jazz Centre (UK) meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

2.2 Going concern

After making appropriate enquiries the Trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future, subject to the continued support of Southend Borough Council. For this reason they continue to adopt the going concern basis in preparing financial statements.

2.3 Income

All income is recognised once the Charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

Grants are included in the Statement of Financial Activities on a receivable basis. The balance of income received for specific purposes but not expended during the period is shown in the relevant funds on the Balance Sheet. Where income is received in advance of entitlement of receipt, its recognition is deferred and included in creditors as deferred income. Where entitlement occurs before income is received, the income is accrued.

Other income is recognised in the period in which it is receivable and to the extent the goods have been provided or on completion of the service.

Page 8

THE JAZZ CENTRE (UK)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022

2. Accounting policies (continued)

2.4 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use.

Expenditure on charitable activities is incurred on directly undertaking the activities which further the Charity's objectives, as well as any associated support costs.

All expenditure is inclusive of irrecoverable VAT.

2.5 Tangible fixed assets and depreciation

Tangible fixed assets costing £500 or more are capitalised and recognised when future economic benefits are probable and the cost or value of the asset can be measured reliably.

Tangible fixed assets are initially recognised at cost. After recognition, under the cost model, tangible fixed assets are measured at cost less accumulated depreciation and any accumulated impairment losses. All costs incurred to bring a tangible fixed asset into its intended working condition should be included in the measurement of cost.

Depreciation is charged so as to allocate the cost of tangible fixed assets less their residual value over their estimated useful lives, on a reducing balance basis.

Depreciation is provided on the following bases:

Fixtures and fittings - 25% Reduced balance method
Computer equipment - 33% Reduced balance method

2.6 Cash at bank and in hand

Cash at bank and 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.

2.7 Liabilities and provisions

Liabilities are recognised when there is an obligation at the Balance Sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

Liabilities are recognised at the amount that the Charity anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide.

Provisions are measured at the best estimate of the amounts required to settle the obligation. Where the effect of the time value of money is material, the provision is based on the present value of those amounts, discounted at the pre-tax discount rate that reflects the risks specific to the liability. The unwinding of the discount is recognised in the Statement of Financial Activities as a finance cost.

Page 9

THE JAZZ CENTRE (UK)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022

2. Accounting policies (continued)

2.8 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 with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

2.9 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the Charity and which have not been designated for other purposes.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the Charity for particular purposes. The costs of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

3. Income from donations and legacies

Donations
Grants
Donations
Grants
Restricted
funds
2022
£
-
20,088
20,088
Restricted
funds
2021
£
-
54,320
54,320
Unrestricted
funds
2022
£
18,628
2,991
21,619
Unrestricted
funds
2021
£
2,405
-
2,405
Total
funds
2022
£
18,628
23,079
41,707
Total
funds
2021
£
2,405
54,320
56,725

Page 10

THE JAZZ CENTRE (UK)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022

4. Income from charitable activities

Income from charitable activities - Preservation of Jazz Music
Income from charitable activities - Preservation of Jazz Music
Unrestricted
funds
2022
£
15,427
Unrestricted
funds
2021
£
307
Total
funds
2022
£
15,427
Total
funds
2021
£
307

5. Other incoming resources

Total funds 2022 £

Unrestricted Total
funds funds
2021 2021
£ £
Local authority business covid grant 3,000 3,000

6. Analysis of expenditure on charitable activities Summary by fund type

Restricted Unrestricted
funds funds Total
2022 2022 2022
£ £ £
Preservation of Jazz Music 4,217 23,107 27,324

Page 11

THE JAZZ CENTRE (UK)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022

6. Analysis of expenditure on charitable activities (continued)

Summary by fund type (continued)

Restricted Unrestricted
funds funds Total
2021 2021 2021
£ £ £
Preservation of Jazz Music 61,795 7,047 68,842

7. Analysis of expenditure by activities

Preservation of Jazz Music
Preservation of Jazz Music
Activities
undertaken
directly
2022
£
21,952
Activities
undertaken
directly
2021
£
64,346
Support
costs
2022
£
5,372
Support
costs
2021
£
4,496
Total
funds
2022
£
27,324
Total
funds
2021
£
68,842

Page 12

THE JAZZ CENTRE (UK)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022

7. Analysis of expenditure by activities (continued)

Analysis of direct costs

Preservation
of Jazz Music
2022
£
Advertising
2,198
Bank charges
19
Equipment
464
Insurance
712
Event expenses and volunteer sundries
9,187
Postage and stationery
181
Sundries
3,941
Professional Fees
4,217
Website
317
Internet
38
Governance costs
678
21,952
Preservation
of Jazz
Music
2021
£
Advertising
3,525
Bank charges
18
Equipment
10,294
Insurance
710
Event expenses and volunteer sundries
19,407
Postage and stationery
28
Sundries
3,631
Professional Fees
17,212
Travel
84
Website
259
Internet
3,547
Book publishing
3,056
Training
1,935
Governance costs
640
64,346
Total
funds
2022
£
2,198
19
464
712
9,187
181
3,941
4,217
317
38
678
21,952
Total
funds
2021
£
3,525
18
10,294
710
19,407
28
3,631
17,212
84
259
3,547
3,056
1,935
640
64,346

Page 13

THE JAZZ CENTRE (UK)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022

7. Analysis of expenditure by activities (continued)

Analysis of support costs

Preservation
of Jazz Music
2022
£
Depreciation
5,372
Preservation
of Jazz
Music
2021
£
Depreciation
4,496
Total
funds
2022
£
5,372
Total
funds
2021
£
4,496

8. Independent examiner's remuneration

The independent examiner's remuneration amounts to an independent examiner fee of £678 ( 2021 - £642 ).

9. Trustees' remuneration and expenses

During the year, no Trustees received any remuneration or other benefits (2021 - £NIL) .

During the year ended 30 June 2022, no Trustee expenses have been incurred (2021 - £NIL) .

10. Tangible fixed assets

Cost or valuation
At 1 July 2021
Additions
At 30 June 2022
Fixtures and
fittings
£
19,192
8,605
27,797
Computer
equipment
£
9,060
-
9,060
Total
£
28,252
8,605
36,857

Page 14

THE JAZZ CENTRE (UK)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022

10. Tangible fixed assets (continued)

Depreciation
At 1 July 2021
Charge for the year
At 30 June 2022
Net book value
At 30 June 2022
At 30 June 2021
Creditors: Amounts falling due within one year
Accruals and deferred income
Fixtures and
fittings
£
11,339
4,115
15,454
12,343
7,853
Computer
equipment
£
5,252
1,257
6,509
2,551
3,808
2022
£
678
Total
£
16,591
5,372
21,963
14,894
11,661
2021
£
643

11. Creditors: Amounts falling due within one year

Page 15

THE JAZZ CENTRE (UK)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022

12. Statement of funds

Statement of funds - current year

Balance at
Balance at 1 Transfers 30 June
July 2021 Income Expenditure in/out 2022
£ £ £ £ £
Unrestricted funds
General Fund 31,527 37,046 (23,107) 2,996 48,462
Restricted funds
Heritage lottery grant fund - 9,473 (4,217) (2,996) 2,260
Spike Robinson Scholarship
fund - 6,115 - - 6,115
ROSCA fund - 4,500 - - 4,500
- 20,088 (4,217) (2,996) 12,875
Total of funds 31,527 57,134 (27,324) - 61,337
Statement of funds - prior year
Balance at
Balance at Transfers 30 June
1 July 2020 Income Expenditure in/out 2021
£ £ £ £ £
Unrestricted funds
General Fund 33,816 5,711 (7,047) (953) 31,527
Restricted funds
Heritage lottery grant fund 6,522 54,320 (61,795) 953 -
Total of funds 40,338 60,031 (68,842) - 31,527

Page 16

THE JAZZ CENTRE (UK)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022

13. Summary of funds

Summary of funds - current year

General funds
Restricted funds
Balance at 1
July 2021
£
31,527
-
31,527
Balance at
1 July 2020
£
33,816
6,522
40,338
Income
£
37,046
20,088
57,134
Income
£
5,711
54,320
60,031
Expenditure
£
(23,107)
(4,217)
(27,324)
Expenditure
£
(7,047)
(61,795)
(68,842)
Transfers
in/out
£
2,996
(2,996)
-
Transfers
in/out
£
(953)
953
-
Balance at
30 June
2022
£
48,462
12,875
61,337
Balance at
30 June
2021
£
31,527
-
31,527
Summary of funds - prior year
General funds
Restricted funds

14. Analysis of net assets between funds

Analysis of net assets between funds - current year

Tangible fixed assets
Current assets
Creditors due within one year
Total
Restricted
funds
2022
£
-
12,875
-
12,875
Unrestricted
funds
2022
£
14,894
34,246
(678)
48,462
Total
funds
2022
£
14,894
47,121
(678)
61,337

Page 17

THE JAZZ CENTRE (UK)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022

14. Analysis of net assets between funds (continued)

Analysis of net assets between funds - prior year

Tangible fixed assets
Current assets
Creditors due within one year
Total
Unrestricted
funds
2021
£
11,661
20,509
(643)
31,527
Total
funds
2021
£
11,661
20,509
(643)
31,527

15. Related party transactions

During the year, R Michalski, a Trustee that resigned in the year, received £1,378 (2021: £5,512) for services supplied. D Fairweather, a Trustee, received £2,500 (2021: £10,000) for services supplied. Charity Commission consent to pay these sums has been received.

During the year, donations of £1,500 (2021: £Nil) were received from related parties.

Page 18