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



## Additional information (optional) 

You may choose to include further statements where relevant about: 

||SORP<br>reference||
|---|---|---|
|Policy on grant making|Para 1.38|N/A at present|
|Policy on social investment including<br>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|



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## Achievements and Performance 

||SORP<br>reference||
|---|---|---|
|Summary of the main achievements<br>of the charity, identifying the<br>difference the charity’s work has<br>made to the circumstances of its<br>benefciaries and any wider benefts<br>to society as a whole.|Para 1.20|During this past year, Judith organised a loan from her brother  Dominic to<br>purchase an Oboe d’Amore from Marigaux in Paris so that the Lonarc Double<br>Reed Quartet  can begin to perform the 18th century Went Concertante<br>Quartetto in Bb major.<br>The cost to purchase this oboe d’amore was £10,102.40<br>The cost to travel out  to Paris and back was £304.00<br>The cost for a PCR Covid19 Test was £79.00|



## Additional information (optional) 

You may choose to include further statements where relevant about: 

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



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## Financial Review 

||SORP<br>reference||
|---|---|---|
|Review of the charity’s fnancial<br>position at the end of the period|Para 1.21|The LF Bank Account is still closed|
|Statement explaining the policy for<br>holding reserves stating why they<br>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<br>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<br>about the charity continuing as a<br>goingconcern|Para 1.23|the negative effects of Lockdown are still<br>being felt.|



## Additional information (optional) 

You may choose to include further statements where relevant about: 

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



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## Structure, Governance and Management 

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



## Additional information (optional) 

You may choose to include further statements where relevant about: 

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



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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<br>whole year|Name of person (or<br>body) entitled to appoint<br>trustee(if any)|
|---|---|---|---|
|Luke Hill||||
|Mary Miller||||
|Paul Patterson|Interim Chairman|||
|Judy Proctor|Artistic Director|||
|Gabi Tubbs||||
|Nyomee Hla Schwe Tun|Secretary|||
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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<br>year||
|---|---|---|
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## Funds held as custodian trustees on behalf of others 

|Description of the assets held in this<br>capacity|N/A at present|
|---|---|
|Name and objects of the charity<br>on whose behalf the assets are<br>held and how this falls within the<br>custodian charity’s objects|N/A at present|
|Details of arrangements for safe<br>custody and segregation of such<br>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 

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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 

