2023-04-06-accounts

Section C: Notes to the accounts Trustees’ annual report for the period

Period start date 0 6 0 4 2 2 Period end date 0 5 0 4 2 3

Charity name LONARC FOUNDATION Charity No 1 1 7 4 6 2. 4 (if any)

Objectives and Activities

	SORP reference	Advance, improve, developand maintain
Summary of the purposes of the charity as set out in its governing document	Para 1.17	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 beneft, in particular, the activities, projects or services identifed 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 confrming whether the trustees have had regard to the guidance issued by the Charity Commission onpublic beneft	Para 1.18	The Trustees have all read the guidance issued by the Charity Commission on what ‘public beneft’ constitutes

Additional information (optional)

You may choose to include further statements where relevant about:

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

Charity Accounts templates – Trustees’ annual report for the period

October 2016

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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 benefciaries and any wider benefts to society as a whole.	Para 1.20	During this past year, Judith organised a loan from her brother Dominic to purchase an Oboe d’Amore from Marigaux in Paris so that the Lonarc Double Reed Quartet can begin to perform the 18th century Went Concertante Quartetto in Bb major. The cost to purchase this oboe d’amore was £10,102.40 The cost to travel out to Paris and back was £304.00 The cost for a PCR Covid19 Test was £79.00

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
Achievements against objectives set	Para 1.41	N/A at present
Performance of fundraising activities against objectives set	Para 1.41	N/A at present
Investment performance against objectives	Para 1.41	N/A at present
Other

Charity Accounts templates – Trustees’ annual report for the period

October 2016

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Financial Review

	SORP reference
Review of the charity’s fnancial position at the end of the period	Para 1.21	The LF Bank Account is still closed
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	N/A at present
Amount of reserves held	Para 1.22	We had £80 in funds before the bank was closed
Reasons for holding zero reserves	Para 1.22	N/A at present
Details of fund materially in defcit	Para 1.24	N/A at present
Explanation of any uncertainties about the charity continuing as a goingconcern	Para 1.23	the negative effects of Lockdown are still being felt.

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
The charity’s principal sources of funds (including any fundraising)	Para 1.47	N/A at present
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A at present
A description of the principal risks facing the charity	Para 1.46	N/A at present
Other

Charity Accounts templates – Trustees’ annual report for the period

October 2016

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Structure, Governance and Management

Description of charity’s trusts:	SORP reference
Type of governing document (trust deed,royal charter)	Para 1.25	Not for Proft ‘Arts & Education’ CIO charity
How is the charity constituted? (e.gunincorporated 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 where relevant about:

	SORP reference
Policies and procedures adopted for the induction and training of trustees	Para 1.51	Reference to the current Charities guidelines found on gov.uk website
The charity’s organisational structure and any wider network with which the charityworks	Para 1.51	N/A at present
Relationship with any related parties	Para 1.51	N/A at present
Other

Charity Accounts templates – Trustees’ annual report for the period

October 2016

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Reference and Administrative details

Charity name	LONARC FOUNDATION
Other name the charity uses	N/A
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

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee(if any)
Luke Hill
Mary Miller
Paul Patterson	Interim Chairman
Judy Proctor	Artistic Director
Gabi Tubbs
Nyomee Hla Schwe Tun	Secretary

Charity Accounts templates – Trustees’ annual report for the period

October 2016

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Reference and Administrative details (cont)

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

Charity Accounts templates – Trustees’ annual report for the period

October 2016

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Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity	N/A at present
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 at present
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	N/A at present

Additional information (optional)

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

Charity Accounts templates – Trustees’ annual report for the period

October 2016

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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) Judy Proctor Mary Miller Position (eg Secretary, Artistic Director Trustee Chair, etc) Date 02.04.24

Charity Accounts templates – Trustees’ annual report for the period

October 2016