
## **Trustees’ Annual Report for the period** 

**From : 13 09 20  Period start date          To   12 09 21     Period end date** 

**Charity name: LONARC FOUNDATION** 

**Charity registration number: 1174624** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|Advance, improve, develop and maintain education<br>in and appreciation of wind chamber music – using<br>Lonarc Wind Chamber Musicians|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|Research of music, publication of such sheet music,<br>rehearsal and performance of concerts with<br>recordings  and commissioning of new works when<br>funds make possible.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**The trustees have all read the guidance**<br>**issued by the Charity Commission on**<br>**what ‘public benefit’ constitutes.**|



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

SORP reference **N/A at present** Para 1.38 Policy on grant making **N/A at present** Para 1.38 Policy on social investment including program related investment **N/A at present** Para 1.38 Contribution made by volunteers **N/A at present** Other 



## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|In August 2020 The Lonarc Oboe Trio met in<br>Brighton for a rehearsal – Playing the Went<br>Concertante in C . The original score which had been<br>discovered in July 2018 at Cesky Krumlov, which<br>Judy had notated, Edwin Roxburgh’s  ‘Shadow Play<br>from 1981 and Julian Grants ‘Second Pressed<br>Etudes’<br>All our concerts were cancelled due to<br>Covid/Lockdown|



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

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**Need more Funds**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**Building up reserves**|
|Amount of reserves held|Para 1.22|**£80**|
|Reasons for holding zero<br>reserves|Para 1.22|**N/A**|
|Details of fund materially in<br>deficit|Para 1.24|**N/A**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**Lockdown didn’t help**|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47||
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Not for Profit ‘Arts & Education’ CIO**<br>**charity**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**The other Lonarc Foundation Trustees**|



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51||
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|LONARC FOUNDATION|
|---|---|
|Other name the charity uses||
|Registered charity number|1174624|
|Charity’s principal address|20A New Quebec Street, Third Floor, London W1H 7RZ|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Luke Hill||||
||MaryMiller||||
||Paul Patterson|Interim Chariman|||
||JudyProctor|Artistic Director|||
||Gabi Tubbs||||
||Nyomee Hla<br>Schwe Tun|Secretary|||
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## – 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<br>held in this capacity|N/A|
|---|---|
|Name and objects of the<br>charity on whose behalf the<br>assets are held and how this<br>falls within the custodian<br>charity’s objects|N/A|
|Details of arrangements for<br>safe custody and<br>segregation of such assets<br>from the charity’s own<br>assets|N/a|



## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of**<br>**adviser**<br>**Name**<br>**Address**|||
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|**Name of chief executive or names of senior staff members (Optional information)**|||
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## **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** 

|**Signed** **on behalf of th**<br>**Signature(s)**<br>**Full name(s)**<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>**Date**|**e charitys trustees**|**e charitys trustees**|
|---|---|---|
||||
||Judy Proctor|Mary Miller|
||<br>Artistic Director|Trustee|
||09.06.23||
||09.06.23||



