Trustees’ annual report for the period
Period start date. 06 04 23 Period end date. 05 04 24
Charity name [LONARC FOUNDATION ][ Charity][ No ] [1174624]
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para1.17 education in and appreciation of wind chamber music – using Lonarc Wind Chamber Musicians |
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 publication of sheet music, rehearsal and performance of concerts with recordings and commissioning of new works when funds make possible. |
Research of 18th century music, publication of 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 onpublic benefit |
Para1.18 issued by the Charity Commission on what ‘public benefit’ constitutes. |
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 |
||
|---|---|---|
| Policy on grant making | Para1.38 | Not Applicable at present |
| Policy on social investment including program related investment |
Para1.38 | Not Applicable at present |
| Contribution made by volunteers | Para1.38 | Not Applicable at present |
| Other | Not Applicable at present |
Charity Accounts templates – Trustees’ annual report for the period
October 2016
2 of 9
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. |
Para1.20 | During this past year Judith: 1. Notated the Went’s Quartetto Concertante in Bb major for Oboe, Oboe d’Amore, Cor Anglais and Bassoon, with reference to the urtext parts making ready to rehearse and print for sale at the IDRS in July 2024 with our edits and corrections. 2. Paid Michael Whight to create small thumbnail videos from ‘Journeys + Dreams’ and Oct 19 Kettles Yard Videos to post on YouTube 3. In December 2023 applied for the Lonarc Oboe Trio to participate and perform in the 2024 International Double Reed Society’s Annual Convention to be held in Flagstaff USA July 2024. To give the USA premieres of Wents Quartetto Concertante in Bb and Roxburghs 1984 ‘Shadow-Play’. 4. Bought IDRS annual memberships for Judy and Joseph 5. In February 2024 we received confirmation that LOT would be invited to perform the Roxburgh in a Gala evening performance and the Went Quartetto Concertante in a lunchtime concert. 6. Bought cotton floral concert shirts for Adrian Rowlands and Michael Elderkin. 7. Organised for Marc Schlossman to take photographs of these two new players to post on the website 8. Bought BDRS annual memberships for Adrian and Michael. 9. Began to fund-raise to have enough £ to purchase air-tickets and IDRS registration for all 4 members. 10. Maintained and refreshed the concert info on the website 11. All this work, with rehearsing bought two major works for the oboe trio and double reed quartet to the wider public. Also YouTube followers had shorter videos to view which would hopefully encourage them to watch and listen to the longer YouTube videos we have already uploaded. |
Charity Accounts templates – Trustees’ annual report for the period
October 2016
3 of 9
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Achievements against objectives set | Para1.41 | Slowly but surely we are making progress with printing the sheet music and performing the 1785 Went Quartetto |
| Performance of fundraising activities against objectives set |
Para1.41 | Anna Kuronova donated £3,000 Judith donated £5,000 |
| Investment performance against objectives |
Para1.41 | As ever Judy is ever investing her time, her money and effort to keep making progress. |
| Other | An Excel spreadsheet with costs for 2023- 24 is attached along with historical costs 2012-24 |
Charity Accounts templates – Trustees’ annual report for the period
October 2016
4 of 9
Financial Review
| SORP reference |
||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para1.21 | £80 is still held in the old Lonarc foundation account that Barclays closed during lockdown. They will transfer this £ to the new account when it opens. The costs spent through JFProctors WSMM business account were £7,761.27 with donations of £8,000 that left £238.73 in reserve. |
| Statement explaining the policy for holding reserves stating why they are held |
Para1.22 | There are no real reserves to hold at present. |
| Amount of reserves held | Para1.22 | £238.73 |
| Reasons for holding zero reserves | Para1.22 | N/A |
| Details of fund materially in deficit | Para1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para1.23 | Lonarc Foundation is just restarting to build the momentum created in 2018 after the appalling effects of Covid Lockdown policy. Judith plans to donate another £15K pa over the 2024-27 financial period and is expecting to attract more outside funding to match this if not superseed it as the Lonarc Musicians and their work begins to be more correctly valued. |
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) |
Para1.47 | Judy Proctor and musically interested individuals and charitable funds. |
| Investment policy and objectives including any social investment policy adopted |
Para1.46 | To be discussed with the Trustees once there are superfluous funds to entrust. |
| A description of the principal risks facing the charity |
Para1.46 | To be ignored and underappreciated by the music directors of BBC and Music Festivals as we are so particular. |
| Other |
Charity Accounts templates – Trustees’ annual report for the period
October 2016
5 of 9
Structure, Governance and Management
| Description of charity’s trusts: | SORP reference |
|
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para1.25 | Not for Profit ‘Arts & Education’ CIO Sharity |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para1.25 | 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 |
Para1.25 | 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 |
Para1.51 | Reference to the current Charities guidelines found on gov.uk website |
| The charity’s organisational structure and any wider network with which the charityworks |
Para1.51 | N/A at present |
| Relationship with any related parties | Para1.51 | N/A at present |
| Other |
Charity Accounts templates – Trustees’ annual report for the period
October 2016
6 of 9
Reference and Administrative details
LONARC FOUNDATION Charity name Other name the charity uses Registered charity number 1174624 Charity’s principal address Third Floor, 20A New Quebec Street, London W1H 7RZ
Names of the charity trustees who manage the charity
Trustee Name. Office. Dates acted Name of Person
appoint Trustee (if any)
-
1 Paul Patterson. Interim Chairman.
-
2 Nyomee Hla Schwe Tun Secretary
-
3 Judy Proctor Artistic Director
-
4 Mary Miller
-
5 Gabi Tubbs
-
6 Luke Hill
-
7
-
8
-
9
-
10
-
11
-
12
-
13
-
14
-
15
-
16
-
17
-
18
Charity Accounts templates – Trustees’ annual report for the period
October 2016
7 of 9
(cont)
Reference and Administrative details
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
8 of 9
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
9 of 9
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signatures. Full Name JUDY PROCTOR MARY MILLER Position (eg Secretarty, Artistic Director Trustee Chair, etc) Date 6[th] April 2024
Charity Accounts templates – Trustees’ annual report for the period
October 2016
Lonarc Oboe Trio costs paid out by J F Proctor business account White Sound Music Management. 2023-24
| Date | ref no | description | lot fees | typesetting | lot rec | venue | photo/video | lot adv | admin | lot travel | lot music | lf fund raise | concerts in | lf donations |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-04.-24 | Post Office | -10.65 | ||||||||||||
| 2023.-05-15 2023.-05-25 |
LF website We Transfer |
Wix 1054680595 wsmmpaypal |
-11.00 | -136.80 | ||||||||||
| 2023.-06-19 2023.-06-25 |
Oboe Classics We Transfer |
CD Royalty wsmmpaypal |
1.05 | -11.00 | ||||||||||
| 2023.-07-18 2023.-07-25 |
Wix We Transfer |
wsmmpaypal | -11.00 | -14.35 | ||||||||||
| 2023.-08-18 2023.-08.25 |
IDRS We Transfer |
JFP wsmmpaypal |
-11.00 | -60.79 | ||||||||||
| 2023.-09-25 | We Transfer | wsmmpaypal | -11.00 | |||||||||||
| 2023.-10-03 2023.-10-25 2023.-10-25 |
LOT Premium Plan LOT Domain We Transfer |
Wix 1077971661 Wix 1081450547 wsmmpaypal |
-11.00 | -288.00 -51.48 |
||||||||||
| 2023-.11-28 | We Transfer | wsmmpaypal | -11.00 | |||||||||||
| 2023.-12.12 2023.-12.06 23.12.23 |
IDRS Xero We Transfer |
JS Accounting wsmmpaypal |
-60.79 | -11.00 | -36.00 | |||||||||
| 2024.-01.26 | We Transfer | wsmmpaypal | -11.00 | |||||||||||
| 2024.-02.26 2024.-02.26 |
We Transfer Michael Whight |
wsmmpaypal editingvideos |
-11.00 -400.00 |
|||||||||||
| 2024.-03.06 2024.-03.23 2024.-03.14 2024.-03.18 2024.-03.21 2024.-03.25 2024.-03.25 2024.-03.25 2024.-03.25 2024.03-26 2024.03-27 2024.03-28 |
Bank Chrges We Transfer o2 BDRS BDRS We Transfer Anna Kurovna Kiss'n'Fly NAU CTO Charles Tyrwhitt Marc Schlossman Charles Tyrwhitt |
wsmmpaypal mobile Adrian Rowlands Michael Elderkin wsmmpaypal Donation IDRS Air Tickets IDRS Registration JFP ME Shirt Photography AR Shirt |
-30.00 -30.00 -284.36 -53.30 -55.95 |
-11.00 -11.00 -150.00 |
-78.82 | -5,889.03 - |
3,000.00 |
| 2023-24 Apr May June July Aug Sept Oct Nov Dec Jan Feb Mar |
lot fees | typesetting | lot rec | venue | photo/video | lot adv | admin | lot travel | lot music | lf fund raise | concerts in | lf donations |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -10.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| 0.00 | 0.00 | 0.00 | 0.00 | -11.00 | -136.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| 0.00 | 0.00 | 1.05 | 0.00 | -11.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| 0.00 | 0.00 | 0.00 | 0.00 | -11.00 | -14.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| 0.00 | 0.00 | 0.00 | 0.00 | -11.00 | 0.00 | -60.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| 0.00 | 0.00 | 0.00 | 0.00 | -11.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| 0.00 | 0.00 | 0.00 | 0.00 | -11.00 | -339.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| 0.00 | 0.00 | 0.00 | 0.00 | -11.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| -60.79 | 0.00 | 0.00 | 0.00 | -11.00 | 0.00 | -36.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| 0.00 | 0.00 | 0.00 | 0.00 | -11.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| 0.00 | 0.00 | 0.00 | 0.00 | -411.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| -453.61 | 0.00 | 0.00 | 0.00 | -172.00 | 0.00 | -78.82 | -5,889.03 | 0.00 | 0.00 | 0.00 | 3,000.00 | |
| lot fees | typesetting | lot rec | venue | photo | lot adv | admin | lot travel | lot music | **lf fund raise ** | f ccapplication | lf donations | |
| 2023-24 | -514.40 | 0.00 | 1.05 | 0.00 | -682.00 | -490.63 | -186.26 | -5,889.03 | 0.00 | 0.00 | 0.00 | 3,000.00 |
-7,761.27
www.lonarcoboetrio.com