## **Trustees' Annual Report for the period** Period start date Period end date 1 January 2021 31 December 2021 **From To** ## Section A Reference and administration details **Charity name** The London Ballet Foundation **Other names charity is known by** TLBF **Registered charity number (if any) 1170362 Charity's principal address** 17 Holly Road Ipswich **Postcode** IP1 3QN ## **Names of the charity trustees who manage the charity** |1
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7|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Sophie Wright|||| ||Howard Weller|||| |||||| ||**Names of the**
**trustees for the**
**charity, if any, (for**
**example, any**
**custodian**
**trustees)**|||| ||**Name**|**Dates acted if not**
**for wholeyear**||| ||Jill Johnston|||| ||Elizabeth Mills|||| ||Susie Marment|||| ||Tasha Bertram|||| ||Julia Lieberman|||| |||||| ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** ## **Name of chief executive or names of senior staff members (Optional information)** 1 **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document CIO - (eg. trust deed, constitution) How the charity is constituted Charitable incorporated organisation - (eg. trust, association, company) Trustee selection methods By Appointment - (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; TLBF has identified that Sophie Wright is the Director of The London Ballet Company. Trustees have a procedure to approve any payments for charitable activities that are undertaken by The London Ballet Company. This procedure demands majority approval by the Trustees excluding Sophie Wright, Jill Johnston and Howard Weller. Trustees will monitor the relationship with any dance companies and organisations on an ongoing basis to ensure the Objects are clearly met and that resources are appropriately used in accordance with the governing document and charitable law. - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. 2 ## **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)**|The objects of the CIO are:
1. To advance the education of the public in the art of dance, music, and
the visual arts, in particular, but without limitation by
(i) the formation of a dance theatre production company for public
performances that focuses on individual expression in performing art and
emotional well-being of young performance artists, and by such other
ways as the trustees shall determine from time to time,
(ii) advancing the education and training of young performance artists,
including but not exclusively dancers, choreographers, musicians,
composers, designers, and visual artists, predominantly through the
performance of dance (including ballet and contemporary dance, but
without prejudice to the generality of the foregoing), dance classes and
workshops, and associate education programmes, and by such other
ways as the trustees shall determine from time to time,
2. To advance any other exclusively charitable objects and purposes in
any part of the world.| |---|---| ||Like the year before, 2021 continued to see the effects of COVID-19,
which disrupted live performances and any training. Nonetheless, Sophie
Wright found opportunities to put on live performances and safe
rehearsals/training.
Safety protocols were followed throughout the training. The Charity TLBF
was able to support a live show as follows:
**November 2020 Olympics, and April 2021 A Little Princess**
**Performances**
The London Ballet Foundation has the intention to promote ballet to
public audiences. Sophie Wright, a trustee, sourced a performance
opportunity at the Wayne McGregor Studios in the Olympic Park,
Stratford, London for performances.
The first performance was held in November 2020 as part of the week
long half-term intensive for The London Ballet Company Associates.
Professional dancers were rehearsing all week and performed with the
young dancers on the final day. The performance included exceptional
dancing, choreography and musical score. The cost of the professional
performers was £800. Sophie did not charge a fee for her involvement in
the performance. TLBC marketed and ran the associates training week
and charges an annual fee for the lessons.
Sophie also produced the A Little Princess performance in April 2021 for
the Easter Intensive TLBC Associates training week. This performance
was a new choreography for TLBC, and created by Sophie and her
company dancers. The performance also included the young dancers on
the training week and included special dance pieces for the larger
number of dancers. The cost for the professional dancers was £2,200 in
total, and Sophie did not charge a fee for the production or for her
performance.
The audiences for both performances were between 50-100 each time.
The first was solely online due to high COVID restrictions. The second
performance was both online and had audience members able to watch
in the viewing gallery at the studios.
Sophie received approval from the Trustees for funds from The London| 3 Ballet Foundation to reimburse TLBC for the pay to dancers for the performance, without this payment, the performance would not have been possible. The young dancers in the Associate programme thoroughly enjoyed learning the choreography and were able to express themselves through dance in this lively and exciting performance. The young dancers were also exposed to the professional dancer’s training, rehearsals, and were invited to a questions and answer session to ask about life as a professional dancer. We believe this is important to teach young dancers and aspiring artists. For the first performance, the audience was online, with no ticket sales, and a limited number of parents were invited to watch from outside the studio through the viewing gallery (there were restrictions on the maximum number of people allowed in the studio). The online streaming was a technical success with 50 or so viewers. As reported in the 2020 report, TLBF paid £200 per professional artist for the performance, which is a modest payment, and we thank the dancers for their hard work and positive attitude. TLBC paid the dancers shortly after the performance, and TLBF paid TLBC during 2021. TLBF provided funds to pay for the professional artist’s payments only for this performance, because TLBC covered the costs of the studio hire and other performance costs. There was no show revenue for this, although the revenue from the training course was received by TLBC. Approval is sought from unconnected Trustees for the payment. ----- ## **August 2021 Cinderella, and October/November 2021 Poppy and A Little Princess Performances** Sophie Wright, a trustee, sourced performance opportunities at the many venues for performances; 1) two performances at The Riverside in Woodbridge, 2) The Apex, Bury St. Edmunds, and 3) Trinity Theatre, Royal Tunbridge Wells as well as a 4) to perform a new show with the Associates at Canada Water Theatre, London. The Schedule was as follows: NOV 14: Poppy & A Little Princess Sun 18:00 UTC · Hosted by The London Ballet Company Quayside, Woodbridge NOV 14: Poppy & A Little Princess Sun 14:30 UTC · Hosted by The London Ballet Company Quayside, Woodbridge NOV 10: Poppy & A Little Princess · Trinity Theatre Wed 20:00 UTC · Hosted by The London Ballet Company Trinity Theatre, Royal Tunbridge Wells OCT 31: Poppy & A Little Princess Sun 15:00 UTC · Hosted by The London Ballet Company Charter Square, Bury St Edmunds AUG 28: Summer Intensive 2021: Cinderella Canada Water Studios, London The performances had large numbers in the audience, especially at The Apex Theatre. TLBC marketed the performances in conjunction with the theatre venues. This provided success at The Apex, while The Riverside was slightly less effective, and Trinity Theatre did not yield a large audience. The TLBC Associates performance was a successful large audience with many friends and family supporting the young dancers from their training 4 week. Notes for Poppy & A Little Princess: There were insufficient funds at the bank account for TLBF to cover any expenditure for these performances, however, should TLBF raise funds through grants, then we will request funding to cover the costs of these performances too. Notes for Cinderella: The cost of the professional performers was £2,200, and a total show cost of £4,039. Sophie did not charge a fee for her involvement in the performance. In total, ticket sales represented £750, resulting in a net loss of £3,289 for the performance. TLBF decided to approve the grant to TLBC for the performance to reimburse TLBC for the pay to dancers (for the performance and cover the rehearsal and theatre costs totalling £3,289 net of ticket sales). There was £2,166 in the TLBF account to pay for this request, and so the balance will be covered by TLBC for this performance. This payment was made in 2022. TLBF did not make any grants to young artists in 2021 and will continue to review opportunities to do so. The Trustees did not meet in person during 2021. Instead, the Trustees corresponded via telephone and emails to approve the projects with TLBC and discuss fund raising activities. The procedure to manage any conflicts between TLBF and TLBC was followed. 5 ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance During the period, the Charity met the aims of its objectives. TLBF has **Summary of the main** promoted dance to the public through a very special live performance **achievements of the charity** and provided several opportunities for people to engage with dance **during the year** artists. The group that TLBF supported consisted of 11 Artists as well as the young dancers attending the young dancer’s intensive course who performed with TLBC. The TLBC artists are dancers with a very high calibre of skill and training. The artists were able to contribute creatively to performance adjustments to enable them to explore their selfexpression and art. It is estimated that all of the performance reached a total audience figure over 500 people during 2021 and 30 families of young dancers. ## **Section E Financial review** Trustees monitor the financial progress of the CIO on a regular basis. **Brief statement of the** Trustees ensure that expenditure and liabilities are appropriate and are in **charity’s policy on reserves** the interest of the long-running operation of the organisation. The reserves policy for the CIO is to have a treasurer regularly monitor the financial situation and ensure the bank account is not negative during the period. Fundraising is required to generate new money for future grants. **Details of any funds materially** None identified **in deficit** **Further financial review details (Optional information)** 6 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 of the charity; - investment policy and objectives including any ethical investment policy adopted. TLBF generates funds from charitable activities and is continuing to seek voluntary receipts such as grants and donations. In 2021, TLBF approved the net payment of £3,000 to The London Ballet Company for the production of “Olympic Dream” and “A Little Princess”, and £2,166 for “Cinderella” to be paid in 2022. These payment are to pay professional dancers for the performance and rehearsals. - Trustee Sophie Wright received £nil from TLBF in relation to the managing, directing, and performing in the production. However, Sophie’s company TLBC did benefit from receiving the financial support in relation to the performance. Therefore, approvals from nonconnected Trustees was sought for the TLBF grant payment. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** Howard Weller **Signature(s)** Sophie Wright **Full name(s) Position (eg Secretary, Chair, etc) Date** 3rd October 2022 7 ||**The London Ballet Foundation**|**The London Ballet Foundation**|**The London Ballet Foundation**|**1170362**|**1170362**|**1170362**|**CC16a**| |---|---|---|---|---|---|---|---| ||**For the period**
**from**|01-Jan-21|**To**||31-Dec-21||| ||||||||| |**Section A Receipts and payments**|||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**-**
**-**
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**-**
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**-**
**-**
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**3,000**
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**3,000**
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**-**
**3,000**
**- 3,000**
**-**
**5,166**
**2,166**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
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**-**|**Endowment**
**funds**
**to the nearest £**
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**-**||**Total funds**
**to the nearest £**
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**3,000**
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**3,000**
**-**
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**3,000**

**- 3,000**||**Last year**
**to the nearest £**| |Voluntaryreceipts|**-**||||||**-**| |Charitable activities|**-**||||||**-**| |Investment dividends / interest|**-**||||||**-**| |Other receipts|**-**||||||**-**| ||**-**||||||**-**| |Loan repayments received|**-**||||||**-**| |Loans received from external funder|**-**||||||**-**| ||**-**||||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|
**-**||||||**-**| ||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||| ||**-**||||||| ||**-**
||||||**-**| |~~**_Sub total_**~~|**-**||||||**-**| |**_Total receipts_**
**A3 Payments**|||||||| ||||||||**-**| ||||||||| |Cost ofgeneratingvoluntaryreceipts|**-**||||||**-**| |Cost of charitable activities - Services|**-**||||||**-**| |Cost of charitable activities - Grants to
individuals|**-**||||||**-**| |Cost of charitable activities - Grants to
organisations|**3,000**||||||**-**| |Cost of charitable activities - Advocacy /
Advice / Information|**-**||||||**-**| |Governance costs|**-**||||||**-**| |Governance costs|**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| |**_Sub total_ **|**3,000**||||||**-**| ||||||||| |**A4 Asset and investment**
**purchases, (see table)**|||||||| ||**-**||||||| ||**-**||||||| |**_Sub total_ **|**-**||||||**-**| |**_Total payments_ **
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last period end**
**_Cash funds this period end_**|||||||| ||||||||**-**| ||||||||| ||**- 3,000**|**-**|
**-**||
**- 3,000**||**-**| ||**-**|**-**|**-**||**-**||**-**| ||**5,166**|**-**|**-**||**5,166**||**-**| ||**2,166**|**-**|
**-**||**2,166**||**-**| CCXX R1 accounts (SS) 03/10/2022 1 |**Section B Statement of assets and liabilities at**|**Section B Statement of assets and liabilities at**|**the end of the period**|| |---|---|---|---| |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
Suppliers accounts not yet paid
**Details**
TLBF Bank Account
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Recoverable grants and charitable loans
due to the charity
**Details**
**Details**
**Details**
Land and buildings primarily occupied by
~~the charity~~|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**2,166**
**-**
**-**
**-**
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**-**
**2,166**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
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**Fund to which**
**asset belongs**
**Cost (optional)**
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**asset belongs**
**Cost (optional)**
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**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
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Print Name
Sophie Wright
Howard Weller|**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||Sophie Wright|03/10/2022| |||Howard Weller|03/10/2022| CCXX R2 accounts (SS) 03/10/2022 2