2023-07-31-accounts - Whittington Music Festival

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Z| CHARITY COMMISSION (aie? FOR ENGLAND AND WALES

Trustees’ Annual Report for the period From 01.08.2022 Period start date To 31.07.2023 Period end date Charity name: Whittington Music Festival Charity registration number: 1168989

Objectives and Activities

i Summary of the purposes of | Para 1.17 To promote public appreciation of, and the charity as set out in its education in, classical music in and around governing document Whittington, Oswestry, in particular by organising chamber music festivals Summary of the main Para 1.17 and Our mission is to provide world class activities in relation to those 9 performances of chamber music at affordable purposes for the public prices and to encourage young people and the benefit, in particular, the general public to participate. The trustees are activities, projects or services aware of the Charity Commission’s guidance on identified in the accounts. public benefit and take it into account when making decisions that may affect the accessibility of its activities to the public at large (e.g. ticket prices, transport, access for the disabled). Anyone aged 25 or less is entitled to free tickets thanks to a scheme sponsored by The Cavatina Trust. Our venue has excellent acoustics and sightlines, particularly suited to chamber music. We identify young award-winning stars of the music world and attract them to perform at this rural outpost by providing a residency with top quality facilities and support, as well as a challenging and unusual programme. Since its inception in May 2012 the festival has gained a reputation for excellence plus a loyal and slowly expanding audience. Outreach activities include school workshops (50-100 children), talks on the programme, demonstrations by the artists to e.g. local U3A groups, masterclasses with festival musicians for talented teenage soloists and performance opportunities for groups of young beginners side by side with festival musicians in a Family concert. whether the trustees have and have ensured the public benefit of the

hadregardtotheguidance issuedbythe Charity Commission on public benefit		Trust’sactivity.
Additional information (optional) Youmay choosetoincludefurtherStatementswhere a		where relevantabout:
; . Para 1.38 Policyon grantmaking
. Lo. Policyon social investment	Para 1.38
including program related.
investment
Contribution madeby volunteers	Para 1.38	Thefestivalprogramme isdecided bytheArtistic Director, Sophia Rahman,whoalsorecruitsthe artists,andreceivesafeeforherservices. Otherwise,the charityisrun entirelyona voluntarybasisandthetrusteesareresponsible forallexecutiveactioninvolved inplanning, publicising,fundingandmanagingthefestival.
	.	We arefortunatetohave in addition a
		substantialnumberofvolunteerswhoarewilling to perform awide range oftasks beforeand
		during the festival.
~ ff

Achievements and Performance

		The prestige ofthe festival and the reputation of
		our Artistic Director are such that the
		internationally renowned baritone, Roderick
Summaryofthemain achievements ofthe charity, identifyingthedifferencethe charitysworkhasmadebo inearcuMstanoesofits beneficiariesand anywider benefits tosocietyasa whole.	Para1.20	Williams,agreed toperformfor a considerably reduced fee.Hewas invitedtoperform atthe King’scoronationservicejust10daysbeforethe festivalbegan,andtheresultantpublicity boostedattendanceconsiderably. hy Fansfrnvaly henehiaad bussed Theyoungpro essiona s benefi ec ugely from sharingthestagewith suchaneminent musician, something that otherwise happens
		rarely ifever. The publicwere treated tofour
		days ofexceptional performances, a free late-
		night gig in a local pub and othercommunity-
		based activity includingan art exhibition in the
		local library, a film screening and interactive
		performances at a local primary school and U3A
		group.
		Local musical talentwas nurtured in free
		workshops and masterclasses leading to
		performances in a Saturday afternoon
		Family concert.

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

Achievements against Para 1.41 objectives set Performance of fundraising activities against objectives | Para 141 aed aa Investment performance Para 1.41 Sell al mw FT

Financial Review

Reviewof thecharity's financial position attheend oftheperiod	Para 1.21	Para 1.21	Wereceived severalgrantsfromothercharities buthigherboxofficeincometogetherwiththe magnificentresponsetoourappealtoour
			supporters followingthe rejection ofour bid to
			ArtsCouncil England meantthatwemade a
			profit of£7802.70
			TheTrust holdsnofixed assetsand allfundsare
Statement explainingthe policyforholding reserves Statingwhytheyareheld	Para1.22		held inacurrentbankaccount. TheReservesPolicystatesthatweneedreserves tocoveranticipatedexpenditurecomingdue afterthedeliveryofthefestival(TheProject
			Reserve)aswellascommitmenttoexpenditure forthefollowingyear’sfestival which hasto be
			made before knowingwhatourincome will be,
			(The Friends’ Reserve), typicallyabout30%of
			theexpected total budget.
——e reserves— deficit Explanationofany Para 1.23 Grant supportfornextyear’s festivalfromother uncertainties aboutthe charitieshasbeen lessthananticipated,andan charitycontinuingas agoing applicationforasubstantialgrantfromArts concem CouncilEngland hasagainbeen refused.The
			2024festival will onlyable togoahead thanksto
			thegenerosityofoursupporters. Tickets at best
			contribute 25% ofourannual income.
Additional information (optional) You may choose to include furtherstatementswhere			where relevantabout:
			Ticket income, supporters’ donationsand
The charity’s principal sources offunds (including	Para anyfundraising)		1.47
Investment policyand
objectives including any	Para	1.46
social investment policy
adopted
			Thedirestate oftheeconomy;thecurrent policy ofArtsCouncil Englandwhich is hostileto
risksfacingthe charity	Para 1.46		classical music; aresurgenceofCovidthis winter.
Sea		ed

Structure, Governance and Management

Description ofcharity’s
trusts:
Typeofgoverningdocument	Para1.25 (trust deed, royal charte
How isthe charity	Para 1.25	clo
constituted?
Trusteeselectionmethods including detailsofany constitutional provisions e.g. election topostornameof anyperson orbodyentitled to appointone ormore	Para1.25	Afteraninitialinductionandperiod ofmutual evaluation,appointmentofnewtrustees is votedon atanordinarymeeting. Newtrustees aregivenacopyoftheCIOconstitutionandare madeawareoftheaimsoftheCharity.
trustees

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

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Policies and procedures
adopted for the induction and | Pare 1.51
training of trustees
The charity’s organisational
structure and any wider Para 1.51
network with which the
charity works
Relationship with any related | Para 151
parties
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La ed
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Reference and Administrative details

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_Charityname | Whittington Music Festival
coe hae Meceny uses (CSCC
Registered charity number
Charity’s principal address Ashfield,
Bronygarth,
Oswestry,
Shropshire SY10 7LY
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Names of the charity trustees who manage the charity

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Corporate trustees — names of the directors at the date the report was approved
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Name of trustees holding title to property belonging to the charity
|Trusteename | Dates acted if not for whole year_|__—=—SS—S
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Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees Signature(s) ‘Y, Rano TPeriah/ Full name(s) |Robert Greaves Pacneke Farh Position (eg Secretary, |[Chairman] Trustee Chair, etc) Date) 45/42/2023

E34 CHARITY COMMISSION FOR ENGLAND AND WALES

Receipts and payments accounts For the period To from 01.08.2022 31.07.2023

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CC16a
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Section A Receipts and payments Unrestricted Restricted Endowment Total funds Last year funds funds funds tothe nearest £ to the nearest£ to the nearest£ to the nearest£ to the nearest£ A‘ Receipts Po | [ta] [0 | 00] Advertising 3440] 40.850) Gift aid claimedincome esee ||[1,200] | Fundraising concert eo | e e e CCC (#$TN“NYNY’NNW$.-‘JSe4 Sub total (Gross income for AR) 49,234 7,500 56,734 31,332 A2 Asset and investment sales, (see table). A3 Payments Too dS «dC Newerenal es |es [208287 Pupicty |[ Statonery/ postage panting Test [TCtn) LC 60] fnsurancerPRS et | [88 PP Ck [ [286 OT TS PPC «dS Bankeharges a NC 0 a0 Barcosts 08| Sub total|___ #50) [Td A4 Asset and investment purchases, (see table Net ofreceipts/(payments) i ne tae ASTransfersbetweenfunds { == s ||TC A6 Cash fundslast year end eee, |eee |__«13,559} Cash funds this year end ETE

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Section B Statement of assets and liabilities at the end of the period
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	Unrestricted	Restricted	Endowment
	to nearest £	to nearest£	to nearest£
(agree balances with receipts and payments
	account(s))
	Unrestricted	Restricted	Endowment
	funds	funds	funds
Details	to nearest£	to nearest£	to nearest£
--—
Fundtowhich Details assetbelongs —_—=		Cost foptional (pptanae)	Currentvalue (optional)
Details	Fundtowhich assetbelongs	Cost (opti	oat {opecrial)
	Fund to which	Amountdue	When due
Details liability relates 7—=		(optional)	(optional) =

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|||||||||| |---|---|---|---|---|---|---|---|---| |Signed|by one|or two|trustees|on|;|'|Date|of| |behalf of all the trustees|Signature|Pant Maene|approval| |A|p,|AC,:|ACLZ|Pin|AYy|(bj/2%2| |MOAN|RAAT CREAVES|

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Ku. | CHARITY COMMISSION | Independent examiner's report on the FOR ENGLAND AND WALES accounts Section A Independent Examiner’s Report

LUMLIMING YoN wus FOSTVAL On accounts for the year | 31% July 2023 Charity no —— ended (if any) (/ <a Cg Set out on pages | report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 27 /C/2022 As the charity's trustees, you are responsible for the preparation of the Responsibilities and accounts in accordance with the requirements of the Charities Act 2011 basis of report (“the Act”). | report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's statement | have completed my examination. | confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect: e the accounting records were not kept in accordance with section 130 of the Charities Act; or e the accounts did not accord with the accounting records; or e the accounts did 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. | 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. * Please delete the words in the brackets if they do not apply.

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Name: | Michael Davie
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Relevant professional qualification(s) or body (if any):

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Address: | The Hollies, Woolston Road
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IER

Oct 2018

Oswestry SY11 4JU

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Section B Disclosure
‘ Only complete if the the examiner needs to highlight material matters
(see CC32, Independent examination of charity accounts:
guidance for examiners).
Give here brief details of
any items that the -
examiner wishes to
disclose.
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Disclosure ‘ Only complete if the the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

IER

Oct 2018