Trustees’ Annual Report for the period
From : 13 09 21 Period start date To 12 09 22 Period end date
Charity name: LONARC FOUNDATION
Charity registration number: 1174624
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Advance, improve, develop and maintain education in and appreciation of wind chamber music – using Lonarc Wind Chamber Musicians |
| 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 |
Research of music, publication of such sheet music, rehearsal and performance of concerts with recordings and commissioning of new works when funds make possible. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have all read the guidance issued by the Charity Commission on 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 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Para 1.20 | During this year Judith Proctor liased with the Imperial Library in Vienna to procure unpublished manuscripts of the following: Hoffmeister Franz Anton Quartetto Nos 31, 33 & 35 in Eb major for Oboe, 2 viole + Basso Quartetto Nos 32,& 36 in F major for Oboe, 2 viole + Basso Quartetto Nos 34 in D major for Oboe, 2 viole + Basso The cost to purchase pdf scans of these works was 66.93 Euros which was £49.16 which J F Proctor paid for on 18thFebruary 2022 with a bank transfer. She also purchased a copy of Went’s Concertante Quartetto which was originally scored for Oboe, Oboe Grande in G, Cor Anglais and Bassoon. The aim is to rescore this for Oboe, Oboe d’Amore, Cor Anglais and Bassoon to perform and record. This is the first (and it seems only) 18thcentury Double Reed Quartet to match the String Quartet. |
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 | I discovered belatedly that the LF bank account was closed by Barclays due to Dormancy in February 2021. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | N/A |
| Amount of reserves held | Para 1.22 | We did have £80 before account was closed |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Lockdown didn’t help but we are beginning to gain perspective and a more proactive vision. |
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 | |
| 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 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Not for Profit ‘Arts & Education’ CIO charity |
| 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 trustees |
Para 1.25 | The other Lonarc Foundation Trustees |
| Additional information (optional) You may choose to include further statements |
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 | 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 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Luke Hill | ||||
| MaryMiller | ||||
| Paul Patterson | Interim Chariman | |||
| JudyProctor | Artistic Director | |||
| Gabi Tubbs | ||||
| Nyomee Hla Schwe Tun |
Secretary | |||
– 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 |
N/A |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own 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 adviser Name Address |
||
| 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) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Judy Proctor | Mary Miller | |
Artistic Director |
Trustee | |
| 09.06.23 | ||
| 09.06.23 |