## 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**