Period start date Period end date **01 January 2024 31 December 2024 From To** ## **Trustees' Annual Report for the period** ## ~~ee~~ Section A Reference and administration details **Charity name North East Theatre Organ Association Other names charity is known by** ~~PC~~ **Registered charity number (if any)** ~~Po~~ **1169463** **Registered charity number (if any) 1169463** **Charity's principal address c/o The Chairman, Mr. J. L. Heslop 25, The Green, Elwick, Hartlepool Postcode TS27 3EF** ## **Names of the charity trustees who manage the charity** - **Dates acted if not for whole Name of person (or body) entitled** - **Trustee name Office (if any) year to appoint trustee (if any)** - ~~ee ee es~~ John Leister Chairman (Re-elected as Trustee - 1 ~~ee~~ Heslop at AGM 01/07/2024) - 2 David Wright Honorary Secretary ~~ee es es~~ Joseph William Honorary Treasurer - 3 Marsh - ~~eeee~~ - 4 David Kirkbride ~~es ee~~ - 5 Suzanne Kirkbride ~~ee esee~~ - 6 James Robinson ~~es es es~~ Rosilyn Ann Raine Joint Friends’ (Re-elected as Trustee - 7 ~~a es~~ Secretary ~~ee~~ at AGM 01/07/2024) Barry Raine Joint Friends’ (Re-elected as Trustee - 8 Secretary at AGM 01/07/2024) - ~~ee ee~~ Geoffrey Donald Ticket Sales Officer (Appointed as Trustee at - 9 Jackson special GM 14/08/2024) ~~ee~~ - ~~ee ee ee ee~~ - 10 ~~ee ee~~ - 11 ~~ee es es~~ - 12 ~~ee eses~~ - 13 ~~ee es es~~ - 14 ~~ee eses~~ - 15 ~~ee es es~~ - 16 ~~ee eses~~ - 17 **TAR** 1 ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** ## **Names and addresses of advisers (Optional information)** |**Type of adviser**|**Name**|**Address**| |---|---|---| |||| |||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |||| ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** CIO Foundation Model Constitution dated 31[st] August 2016 Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company) Elected by Members of the CIO to serve for a 3 year period Trustee selection methods (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; All Trustees give their time voluntarily and receive no remuneration or other benefits in return for duties carried out on behalf of the charity. The Trustees have considered major risks associated with the day-to-day operations carried out by the NETOA and have produced a number of Risk Assessments and Policies to assist with addressing these and other statutory requirements. Insurance is carried to cover the charity against losses associated with the premises of the New Victoria Centre, Howden le Wear and the Wurlitzer Theatre Organ and other contents; also Public and Employers Liability Insurance. Although there are no paid employees of the charity, the ’Employees Liability’ section of the insurance covers volunteers working on behalf of the charity and visiting professional musicians employed on a one-off contract basis. - trustees’ consideration of major risks and the system and procedures to manage them. **TAR** 2 ## **Section C Objectives and activities** |**Section C**|**Objectives and activities**| |---|---| |**Summary of the objects of the**
**charity set out in its**
**governing document**
**Summary of the main**
**activities undertaken for the**
**public benefit in relation to**
**these objects (include within**
**this section the statutory**
**declaration that trustees have**
**had regard to the guidance**
**issued by the Charity**
**Commission on public**
**benefit)**|To promote, improve, develop and maintain public education in theatre
pipe organ music, its history and heritage. This is to be achieved by the
preservation of a theatre pipe organ (or organs) and using this / these
organ(s) to educate the public through open days, performances and
other means; training and education of those who wish to learn the skills
of playing and maintaining such organs, etc. Also to further such other
purposes as are exclusively charitable under the laws of England and
Wales, as determined by the Trustees.| ||The Trustees of the NETOA CIO have kept in mind the Charity
Commission’s guidance on public benefit at trustee meetings and when
planning activities, etc. and when carrying out their duties.
The effects of the Covid 19 pandemic on the operation of the charity were
reduced during 2024, but whilst we were able to operate a full
programme of events, audience numbers had still not recovered to pre-
covid levels (a problem experienced by most similar organisations).
Visits by outside organisations (such as U3As, Womens Institutes, Rotary
& Probus Clubs, works organisations, etc.) who typically visit the New
Victoria Centre to learn about the history and development of the theatre
organ were starting to build up again and there was interest for 2025
bookings.
Organ practice sessions for Friends of the NETOA and Friends Concerts
were resumed but numbers attending were still limited at times.
Additional information relating to the history and development of the
theatre organ, the NETOA and details about our own organ installation in
particular are now made available to the general public via the NETOA
website in furtherance of the objectives relating to education in theatre
organ matters and we had a very successful day when we joined in the
national Heritage Open Days programme in September - see below).
Further detailed information about the activities and their success is
provided in the ‘Achievements and Performance’ section of the report.| ## **Additional details of objectives and activities (Optional information)** The contribution made by volunteers to the charity’s operation has, as always, continued to be of the greatest importance as the North East Theatre Organ Association continues into its second half-century of You **may choose** to include activity. further statements, where relevant, about: Having been originally founded in 1968, the Association had operated as  policy on grantmaking; a non-charitable not-for-profit organisation until becoming a CIO on 4[th] October 2016 and during that earlier period, the great generosity of many  policy programme related donors and the practical help of almost 200 volunteers made possible a investment; project that led to the great honour of the NETOA being presented with  contribution made by the ‘Queen’s Award for Voluntary Service’ (sometimes called the “MBE volunteers. for Volunteer Groups”) in 2016. We believe that we were the first organisation operating in this particular sector to have been given this award. **TAR** 3 ## Section D Achievements and performance ## **Summary of the main achievements of the charity during the year** Following on from the insulation work carried out in 2023 to the New Victoria Centre main concert hall loft, there was a noticeable improvement in comfort levels in the room and the start of 2024 saw the team of volunteers continue the energy efficiency drive during the ‘shutdown’ period in January and February. Work already started fitting additional insulation in the Tea Room loft was continued to bring this fully up to current standards and help to further reduce fuel bills. David and Suzanne Kirkbride, after many years service as Ticket Sales Officer and General Sales Officer respectively, retired from these positions at the end of 2023 but agreed to continue as Trustees and assist in whatever way they could. A presentation of a mounted organ pipe had been made to David at the final concert in 2023 and the Trustees thanked both for their sterling service. Talking of Christmas, it came early to the New Victoria Centre in 2024 (April to be precise) as young organist Aaron Hawthorne had been invited to make a recording of the Wurlitzer organ (his first and our first for 12 years!) and he decided that an album of Christmas music would be a good choice. So just after Easter Aaron arrived for his first rehearsal and during his regular visits we enjoyed Christmas carols and other (un)seasonal favourites for the next six months. By the end of September he was fully prepared and, as usual, everyone ‘mucked in’ to get things ready, the organ tuned, the hall prepared and then 80 members of Rock Choir north east arrived one day to join in and we started recording; young schoolgirl soprano Annie Pitchers-Moffit came to record ‘Walking in the Air’ and then Aaron finished his solo recordings before popping over to Lancashire to visit former BBC Radio 2 presenter and NETOA President Nigel Ogden to record a vocal contribution. Everything then went off for editing to Damon Cox in Surrey whilst artwork was prepared and then on to production of the final CDs for release at the Christmas concert. The A.G.M. of ‘Members’ of the NETOA CIO was held on 1[st] July 2024. Further to the note regarding the hosting of the NETOA Website in last years report, this was transferred from the company ‘Creative Marketing’ who had taken over our original web hosts ‘Autus’ during 2023 (this had resulted in greatly increased charges) to ‘Richard Tokeley & Associates’. Richard had been the original designer of the website for ‘Autus’ and offered both a better service and more reasonable charges. In April we held a special event in association with the Royal College of Organists ‘International Organ Day’ when we threw the doors open to the public who could find out all about the ‘ins and outs’ of the theatre pipe organ - and even have a go at playing it if they wanted to! We were especially grateful to world famous organ builders Harrison and Harrison Ltd. of Durham for bringing along a display of some of their work showing **TAR** 4 |||| |---|---|---| |econ|cevemens anerormance|| |||| |||the amazing skill and craftsmanship which they put into building and
restoring some of the world’s finest pipe organs. We later enjoyed a busy
Heritage Open Days Weekend in September with a steady stream of
visitors coming to see the Wurlitzer from the minute we opened the doors
at 10.00 a.m. Organ chamber tours were available for those interested
and visitors were able to enjoy Stuart Wright’s fabulous Gavioli fairground
organ playing outside in the car park.
Concert audience numbers continued to improve slowly, but it was
noticeable that there was a trend for more tickets to be sold ‘on the day’
rather than in advance. The Christmas concert was ‘sold out’ and a
second concert had to be put on to fit in the extra people who wanted
tickets plus Rock Choir members who wanted to come along also.
At the end of the year our Hon. Treasurer, Mr. Joseph Marsh, retired from
the post after over 33 years in the post. Joe felt that due to declining
health he could no longer manage to attend events, etc., to collect and
manage money, but he agreed to the Trustees request that he remain as
a Trustee to assist and advise in whatever way he could. Mr. Marsh was
presented by the Chairman with an album containing pictures taken over
the years of himself and his family at NETOA events and activities for
which he thanked everyone.
**Trustee Matters:**
Four Trustees were due to retire by rota and were duly re-elected at the
2024 AGM & one new Trustee was appointed at a separate meeting (see
above).| |||| |||| |**econ nanca revew**||| |||| |**Brief statement of the**
**charity’s policy on reserves**
**Details of any funds materially**
**in deficit**
**Further financial review details**
You**may choose**to include
additional information, where
relevant about:

the charity’s principal
sources of funds (including
any fundraising);

how expenditure has
supported the key objectives||| ||The charity’s aim is to have a working reserve of approximately two years
turnover available in the main bank account for day-to-day operational
purposes (which has now generally been achieved). Additional
(restricted) reserve funds are maintained for: a) ‘Organ Maintenance,
Repairs & Renovations’ and b) ‘Building Maintenance & Repair’. Two
savings accounts are held with Banks / Building Societies for ‘reserve
funds’ (one giving easy access and one ‘notice’ account - both paying
significantly better interest than our high street bank had been offering.
The Restricted Funds account was moved from the Bath Building Society
to the Hampshire Trust Bank in October to obtain improved terms.|| ||N/A|| ||**(Optional information)**|| ||The CIO’s principal source of funding is from running of concerts and
other events featuring the Wurlitzer theatre pipe organ at the New
Victoria Centre, Howden le Wear, for which admission is charged.
Other funds are raised from events organised by the Friends of the
NETOA; donations from visiting organisations; participation in the annual
National Heritage Open Days weekend and general donations (including
from those using the organ for private practice).|| **TAR** 5 of the charity; - Expenditure in the year has supported key objectives by continuing to maintain the New Victoria Centre (the principal operating base for the NETOA) and its Wurlitzer theatre pipe organ in good overall condition and working order, thereby providing the basis for meeting the - investment policy and objectives including any ethical investment policy adopted. educational and heritage objectives. ## ~~ee~~ **Section F Other optional information** ## **Section G Declaration** ~~ee~~ **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** Joseph W. Marsh **Full name(s)** John L. Heslop ~~ee~~ **Position (eg Secretary, Chair,** Chairman Honorary Treasurer **etc)** ~~ee~~ **Date** 08.07.2025 ~~Pn~~ **TAR** 6 NORTH EAST THEATRE ORGAN ASSOCIATION Res18tered Charity Number 1169463 BALANCE SHEET AND RECEIFfs AND PAYMENfs ACCOUNTS FOR THE YEAR ENDED 31st DECEMBER 2024 REPORT OF THE INDEPENDENT EXAMINER TO THE MEMBERS OF THE NORTH EAST THEATRE ORGAN ASSOCIATION I have examined the. financial statements on pages 2 to 6 with referen¢e to bank statements and vouchers For receipts and payments. In my opinion the financlal statements %ive a true and fair view of the receipts and payments of the North East Theatre Organ Association for the year ended 31st December 2024. MRS I HAThON IndL77LMdL'llt Eillininer 21st February 2025 Newcastle upon Tyne NORTH EAST THEATRE ORGAN ASSOCIATION BALANCE SHE￿ AT 318t DECEMBER 2024 Note 2024 FIXED ASs￿s Land & Buildings Wurlitzer Theatre Pipe Organ Fixtures & Fittm£s 150,IJXI 150,(KX) 50,(KXI 20,IXXJ 220,LNX) CURRENT ASSETS Bank & Buildin% society deposits Bank & Building Society deposits unrestricted restricted 61.825 54,q)2 62,517 54,882 116,727 336,727 117,399 337,399 £ 336,7T7 £ 337,399 REPRESENTED BY . Accumulated Funds brought forward 337.391 334,970 Total net ( Loss ) / Surplus on all Funds for the year (672) 1429 A¢cumulated Fund5 carried forward £ 336.727 £ 337J99 J L HESLOP Chairiiion J W MARSH FCA MCMI Honorunj Treosurer 21st February 2025 NORTH EAST THEATRE ORGAN ASSOCIATION RECEIFfs AND PAYMENTS Accouwr FOR THE YEAR ENDED 31st DECEMBER 2024 UNRESTRicfED FUNDS Note 2024 2023 Receiptsfrom ordlnary actIvI￿e5 Concert income Friend5, Subscriptions Donah"ons Sale5 office takin Friends, & other events Raffles Gift Aid Bank and Building Society interest 10,028 8,158 621 3,113 1,511 1,012 231 854 342 1,660 1218 19,139 17,136 Payments on ordlnary actlvltles Organists, fees and expenses BuildinR expenses OrKan tuning and malnlenance Printin& postage, telephone and advertising Sales Offl'ce purchases Refreshments Performin£ Right & Llcense fees Website Lharges 3,320 7,877 9,024 1245 749 i(r2 320 934 19,831 16,130 l Loss )/Siirplitsfor the year (6921 I,(￿6 Balance brought forward 62,517 61,511 Balance carried forward £ 61.825 £ 61517 NORTH EAST THEATRE ORGAN ASSOCIATION RECEIFfs AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 31st DECEMBER 2024 RESTRicfED FUNDS BUILDING ORGAN iIUND FUND 2023 Recapts Balance brought forward 27,980 26,￿)2 54,882 53,459 Sponsor a pipe appeal Building Society Inte￿$t Transfer from Unrestricted Funds 85 377 565 758 378 755 28,358 27,364 55,722 54,882 Payments Uniflex upgrade (820) 1820) Balance carried forward £ 28,358 £ 26,544 £ 54,q)2 £ 54,882 NORTH EAST THEATRE ORGAN ASSOCIATION NOTES ON THE ACCOUNTS FOR THE YEAR ENDED 31st DECEMBER 2024 1 Fixed Assets The values attributed to these assets represents the estimated value that the Assoclation would expect to receive at the Balance Sh&1 date if these assets were sold on the open market. It is our policy to review these value5 at each year end and revise the fi'gures as necessary. This policy removes the need for an annual depreciation charge. The Land & Buildings comprise the New Victoria Centre plus attached Car Park, The Wurlitzer Theatre Pipe Organ is the original instrument frorn the New Victoria Theatre, Bradford complete WTth all additions and upgrades. The Fixtures & Fittings comprise the Brenkert F7 Master Brenograph with attachments, the sound and li8hting equipment. the seating and the kitchen equipment. 2024 2023 2 Concert income Tlcket sales Refreshments and pro8rammes Theatre Organ Club Concert Support Grant 8,892 636 7,578 £ 10,028 £ 8,158 3 Donations Use of New Victoria Centre Organ private practice General donation5 232 975 210 1,555 I￿5 £ 3,770 4 Building expenses Electricity and 8as Insurance Water rates Repairs and maintenance 5,676 3,082 1,758 212 1825 242 1,180 £ 9,024 £ 7,877