## **Trustees’ Annual Report for the period** **From** 01.08.2023 **Period start date to** 31.07.2024 **Period end date** **Charity name:** Whittington Music Festival **Charity registration number:** 1168989 ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To promote public apprecia/on of, and
educa/on in, classical music in and around
Whi7ngton, Oswestry by organising chamber
music fes/vals| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|Our mission is to provide world class
performances of chamber music at affordable
prices and to encourage young people and the
general public to par/cipate. The trustees are
aware of the Charity Commission’s guidance on
public benefit and take it into account when
making decisions that may affect the
accessibility of its ac/vi/es to the public at
large (e.g. /cket prices, transport, access for the
disabled). Anyone aged 25 or less is en/tled to
free /ckets thanks to a scheme sponsored by
The Cava/na Trust.
Our venue has excellent acous/cs and sight-
lines, par/cularly suited to chamber music
presented in an informal and inclusive way. Our
ar/s/c director selects young award-winning
stars from a group she coaches and mentors.
The residency during the fes/val offers them
important professional development
opportuni/es, including the opportunity to
perform with eminent colleagues. Since its
incep/on in May 2012 the fes/val has gained a
reputa/on for excellence and audience
numbers con/nue to increase.
Outreach ac/vi/es include workshops for
schoolchildren and students with physical and
learning disabili/es, and masterclasses with
fes/val musicians for talented teenage soloists.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The trustees are aware of the SORP guidance
and have ensured the public beneft of the
Trust’s ac/vity.| |---|---|---| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|| |Policy on social investment
including program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|The fes/val programme is decided by the
Ar/s/c Director, Sophia Rahman, who also
recruits the ar/sts, and receives a fee for her
services.
Otherwise, the charity is run en/rely on a
voluntary basis. The trustees are responsible for
all execu/ve ac/on involved in planning,
publicising, funding and managing the fes/val.
We are fortunate to have in addi/on a
substan/al number of volunteers who are
willing to perform a wide range of tasks before
and during the fes/val.| |Other||| ## **Achievements and Performance** SORP reference |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|Audience numbers were higher this year, as
were the numbers of subscribers and
donors, suggesting that we have come
through a transition period following the
pandemic and the change of Artistic
Director.
Audience feedback was enthusiastic about
both the programming and the standard of
performance, and the outreach concerts
had a profound effect on students with
special educational needs and disabilities
and primary school pupils
Local musical talent was 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
objectives set|Para 1.41|| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|This has been our most successful year
fnancially. We received several grants from
other chari/es as well as from Arts Council
England. The magnifcent generosity of our
supporters con/nued this year; Income from
the Friends’ Scheme contributed a record 28%
of income and /cket sales 22%. The Trust holds
no fxed assets and all funds are held in a


| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|~~t b~~
~~k~~
~~t~~
The Reserves Policy states that we need
reserves to cover an/cipated expenditure
coming due aWer the delivery of the fes/val
(The Project Reserve) as well as commitment to
expenditure for the following year’s fes/val
which has to be made before knowing what our
income will be, (The Friends’ Reserve), typically
about 25% of the expected total budget.| |Amount of reserves held|Para 1.22|£9,980.88| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|We can already say that we will be able to
pay our artists in 2025, but because we
depend on grants for at least 30% of our
income, there is always uncertainly| ## **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|Ticket income, supporters’ dona/ons and
subscrip/ons, GiW Aid and grants from other
chari/es.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|The dire state of the economy; the current
policy of Arts Council England which is hos/le to
both classical music and to our having funds in
reserve; we need to recruit a trustee willing to
take over either the chair or the administrator
role in June 2025.| |Other||| ## **Structure, Governance and Management** |Description of charity’s

||| |---|---|---| |~~t~~
~~t~~
Type of governing document
(trust deed, royal charter)|Para 1.25|Cons/tu/on – registered 1 September 2016
amended 20/10/17| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
|Para 1.25|AWer an ini/al induc/on and period of mutual
evalua/on, appointment of new trustees is
voted on at an ordinary mee/ng. New trustees
are given a copy of the CIO cons/tu/on and are
made aware of the aims of the Charity.| |~~trustees~~||| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Whi7ngton Music Fes/val| |---|---| |Other name the charity uses|| |Registered charity number|1168989| ||Charity’s principal address
Ashfeld,
Bronygarth,
Oswestry,
Shropshire SY10 7LY| |---|---| ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or body)**
**entitled to appoint trustee**
**(if any)**| |---|---|---|---|---| ||Dr Judy
Greaves|Chair|05.04.2024 to
present|| ||MrsMaria
Hollis|||| ||Mrs Helen
Hughes|||| ||Mrs Patricia
Lowe||08.12.2023 to
present|| ||Mrs Debi
Lumley-Edwards|||| ||Mrs Ursula
Neil|Fundraiser|13.06.2024 to
present|| ||Mrs Pam Parish|Administrator||| ||Mrs Rachel
Picaway|Treasurer||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| Corporate trustees – names of the directors at the date the report was approved ## **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** **Name of chief executive or names of senior staff members (Optional** ~~**information)**~~ ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees Signature(s)** **Full name(s)** Marion Judith Greaves **Position (eg** Chair **Secretary, Chair, etc)** **Date** 4.12.2024 CHARITY COMMISSION FOR ENGLAND ANO WALES Whttungton Muslc Fesllval Recei tsand ments accounts CC16a For the period 1.82023 To 317.2024 Section A Receipts and payments Unrestricted funds Restricted funds End0¥4ment funds Total fun(Is Last y￿r A1 Recel 12 11864 1,WO 2.890 14,122 21050 8u51r￿S s 0ofta¢ions Trkd and p Grnnts receivad Adverti￿9 ¥)¢om Gfft akl daimed Fund r8i8in concert 13041 5,610 700 4.398 741 11A00 3,300 or AR) 48A76 10100 49.234 an 46h76 10,600 Sfj,976 MusKlans fees cngts Venue renth Bar ¢OSta Trans￿￿)￿ I￿* Calarino Insvrnr PrintsThJ and putl¢ty Benk ch8ry08 Sub$cnpkns Accxjmmodatron Hire cl in61rumerrt8 Sund(kns Aeeouniant honOr￿M J3.623 33.623 36,057 2.OOQ 302 13OB 2A18 302 1,2QU 2.418 79 224 2,137 109 775 791 2A07 2A07 B1 360 2257 360 Sub totsl 44.7J4 41784 A4 Asset and Investment Sub total 44,754 44754 44.559 Net of rnceipts/{payments) A5 Transfers between funds A6 Cash funds last y•ar end Cash funds this year end 1.722 10.$00 7,$00 7,SOO 12.222 4,67 12.477 21.699 3l199 £675 CCXX R1 ac£ounts ISS) 11103r2025 Section B Ststement of assets and liabilities at the end of the period Unre5trictad funds Categories Restricted funds to n••r•8t £ Endowmènt funds to noarnst£ Details B1 Cash funds B8nk 21.699 10,600 Total cash funds 21.699 10.800 a*sll Unrestrlctod funds Restrfctad funds to n•thst£ Endowment funds to nuro•t£ Details B2 Othor monètary a88ets Fund 10 ¥thkh Dotalls ¢o•t lopthnall nal Detalls ¢o•tlopilon•ll Cuiy•nt nlu• on•1 B4 A880ts retalned for the charlty'8 olmn use to whkh Amount IWh•Tr du• Detalls B5 Liabilities SMJned by one or ts¥o Irustees on behalf of all lh& tru$tetrs Si9nature Prfnt Name D81e of roval GCKX R2 a(tounts Iss) 11103r2025 CHARITY COMMISSION Independent examinerfs report on the accounts Section A Independent Examlnerfs Report Report to the trustees Wh￿Ir￿￿ Music festival On accounts for the year 31 July 2024 ended Charity no 1168989 (If any) S•t out on pages I report to the tru*ees on my examinabon of accounts of the above chanty (Tr Trust") for the year ended T As the chartys trustees. you are responsible for the preparation of the accounts in accordance wrth the requwements of the Chantses Aci 2011 (Ihe Act") R•8ponslbllltle• and basls ol report I report in respect of my examination of the Tntst's accounts camed out under se(XK)n 145 of the 2011 Act and in Car￿ng out my examination, I have foll0v￿ all the applicable DIrect￿nS given by the Chanty Commission urKler sec*on 14515}(b) of the Ad. Independent examlnorfs Statement I have crynpleted my examination l ¢onfimi thai no material matter3 have C4)me to my attenb'on in Gonnection ￿ryth the examination (other than that disclosed below ") ¥thich gives me cause to bel*ve thai In, any maten81 the accountirwj records ￿re not kept in accordance with sects'on 130 of the Chanties Act: or the accounts not accord the accounting records., or the accounts dKI not comply wth th8 applicable requirements conceming the form and content of accounts set out in the Charrties (Accounts arKI Reports) RegulatK)ns 2008 other than any requirement thai the accounts give a true arKI fair, view which is not a matter conskdered as part of an independent examination. I have no concerns and have come auoss no other matters in connecti¢)n with tr￿ examinabon to which attentjon shoukl be drawn in this report in order to enable a yoper understandiThJ of the accounts to be reac1￿1. . Please delete the words in the braGkels rfthey not 8PPty. sig1￿d. Dat•: J>£ Mthael 111￿M John Davie Relevant profey/Jional MD (Cantab) qualificationls) or body ,. (If any): IER Oct 2018 Address: l The Holl￿. West Fetton SY114JU Section B Disclosure he eX￿nine[ needs to htsf,;￿hI mateiial matters of concern (see CC32. Independent examinabon of chanty accounts.. directions and guKlance for examiners). Glvff here brfef detalls of any items that the examiner wishes to dlsclose IER ort 2018