LONARC FOUNDATION 1174624 Receipts and payments accounts CC16a For the period 2024-04-06 To 2025-04-05 from ~~ee ee _~~ Section A Receipts and payments
| Unrestricted funds |
Restricted funds | Endowment funds |
Total funds | Last year | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | ||||||
| A1 Receipts | ||||||||||
| Donation-JFP | 13,869 | - | - | 13,869 | - | |||||
| Donation-Others | 1,080 | - | 1,080 | |||||||
| Donation-Concert | 430 | - | 430 | |||||||
| Income | 600 | - | - | 600 | - | |||||
| Income-Concert tickets sale | 1,070 | - | - | 1,070 | - | |||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| Sub total(Gross income for AR) | (Gross income for AR) | 15,539 | 1,510 | - | 17,049 | - | ||||
| A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 15,539 1,510 - 17,049 - ~~——————~~ |
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| A3 Payments | ||||||||||
| Players | 4,377 | - | - | 4,377 | - | |||||
| Wix | 612 | - | - | 612 | - | |||||
| Commission | 650 | - | - | 650 | - | |||||
| Concert Cost | 347 | 1,510 | - | 1,857 | - | |||||
| Photography | 550 | - | - | 550 | - | |||||
| Video/Rec | 4,530 | - | - | 4,530 | - | |||||
| Office | 186 | - | - | 186 | - | |||||
| Travel | 1,704 | - | - | 1,704 | - | |||||
| Music | 225 | - | - | 225 | - | |||||
| Reh hire | 595 | - | - | 595 | - | |||||
| Eventbrite fees | 162 | - | - | 162 | - | |||||
| Other onlineplatform fees | 105 | - | - | 105 | - | |||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| **Sub total ** | 14,043 | 1,510 | - | 15,553 | - | |||||
| A4 Asset and investment purchases, (see table) 1,299 - - 1,299 - - - - Sub total 1,299 - - 1,299 - Total payments 15,342 1,510 - 16,852 - ~~——————~~ |
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| Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
197 - - 197 - - - - - - - - - - - 197 - - 197 - ~~SSS]—~~ |
Section B Statement of assets and liabilities at the end of the period ~~ee~~
Unrestricted Restricted funds Endowment funds funds to nearest £ to nearest £ to nearest £ 2026-02-16
Categories Details ~~1~~
CCXX R1 accounts (SS)
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|B1 Cash funds|Donations-JFP|197|-|-|
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|Total cash funds|197|-|-|
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|(agree balances with receipts and payments account(s))|OK|OK|OK|
|Unrestricted|Restricted funds|Endowment|
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|Details|to nearest £|to nearest £|to nearest £|
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|Fund to which asset|Current value|
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|Fund to which asset|Current value|
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|B4 Assets retained for the|Strong Collapsible Music Stands x 8|Lonarc Foundation|730|
|charity’s own use|Sheet Music Folders x 11|Lonarc Foundaiton|193|-|
|Music Stand Shelves x 8|Lonarc Foundation|136|-|
|Wind Chamber Research Books 18-20th C.|Lonarc Foundation|110|-|
|Suitcase to transport music stands etc|Lonarc Foundation|95|-|
|Music Stand Clip-on Lights|Lonarc Foundation|36|-|
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|B5 Liabilities|-|
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|Signed by one or two trustees on|
|behalf of all the trustees|Signature|Print Name|Date of approval|
|Judith Proctor|14.02.2026|
|Lu Jiang|14.02.2026|
|2|2026-02-16|
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CCXX R2 accounts (SS)
2026-02-16
Trustees’ annual report for the period
Period start date. 06 04 24 Period end date. 05 04 25
Charity name [LONARC FOUNDATION ][ Charity][ No ] [1174624]
Objectives and Activities
| SORP reference |
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|---|---|---|
| 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 |
October 2016
Charity Accounts templates – Trustees’ annual report for the period
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Achievements and Performance
| SORP reference |
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|---|---|---|---|
| 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 has: 1. Notated the Went’s Partita in Bb major for 2 Oboes, 2 Cor Anglais, 2 Horns and 2 Bassoon, with reference to the urtext parts making ready to rehearse and perform at the Lonarc Foundation Fund Raising concert in November 2024 with our (Professor Joseph Sanders) edits and corrections. 2. Paid Michael Whight to film the rehearsal of Edwin Roxburgh’s Shadow-Play and Went’s Quartetto Concertante at Warehouse Studios in SE1 in July 2024 just before flying off to USA. The musicians also sat down to talk with Edwin about his composition Shadow-Play. The film has been posted onto YouTube 3. The Lonarc Oboe Trio and Lonarc Double Reed Quartet went 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 premières of Went’s Quartetto Concertante in Bb and Roxburgh’s 1984 ‘Shadow-Play’. Dr Stephen Caplan wrote a review that was published in the Double Reed News October 24 issue. Our performance of Roxburgh’s Shadow-Play was deemed to be one of the major highlights of the conference. There is Youtube films of our performance of the Went Quartetto ‘free to public’. 4. LF bought IDRS annual memberships for Judy. Joseph and Edwin. 5. In July 2024, Edwin agreed to compose a new ‘Scottish themed’ Oboe Trio, dedicated to Robin Miller to be recorded in July 2025 with his shadow-Play and the two Beethoven Trios. We applied to Vaughan Williams Trust Fund for a grant in January 2025 and in March 2025 received news that LF had been awarded £2K to go towards Edwin’s £3K commission fee. |
October 2016
Charity Accounts templates – Trustees’ annual report for the period
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6. In November 2024 we held a Lonarc Foundation Fund-Raising Concert at the Swedenborg Hall. The programme included music by Went for Quartetto and Octet which we notated from manuscripts from the Imperial Library and Cesky Krumlov Archiv. Also we commission Gary Carpenter to compose and arrangement of Leroy Anderson’s 1948 ‘Sarabande’ for Octet, and the Lonarc Oboe Trio also performed Edwin’s Shadw-Play and Triebensee’s Variations on a theme by Haydn. The concert was a great success. We collected comments from the public, including children. Michael Whight created a fantastic film using photographs by Thomas Bowles which I also narrated and listed the comments from the audience. 7. In January 2025 Joseph and Judy went to coach the wind players from the Band of the Royal Grenadiers at the Wellington Barracks over one day to help them prepare for a concert at the Salvation Army Hall on Oxford Street. Judy also arranged the Triebensee Oboe Trio for 2 Clarinets in Bb and a Tenor Clarinet. 8. Maintained and refreshed the concert info on the website 9. 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.
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Achievements against objectives set | Para1.41 | This past year Lonarc Foundation finally picked up from where they were in March 2020 just before Lockdown. With two major concert projects successfully undertaken abroad and in UK. |
| Performance of fundraising activities against objectives set |
Para1.41 | Donations received totalled £15,315 £430 from the Nov 24 concert £1,055 directly through the website. Judith Proctor also donated £13,830 into the newly re-opened (July 24) LF Barclays Bank |
October 2016
Charity Accounts templates – Trustees’ annual report for the period
| 4 of | 4 of | 4 of |
|---|---|---|
| October-December 2024 In the months March-July 24 before the LF bank account opened Judy also covered the costs for the IDRS24 USA tour with £8,947 |
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| Investment performance against objectives |
Para1.41 | As ever Judy is ever investing her time, her money and effort to keep making progress. |
| Other | An CC16a financial form for 2024-25 is attached along with historical costs 2012-25 showing the £ J Proctor has used to fund Lonarc Foundation, |
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Financial Review
| SORP reference |
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|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para1.21 | £80 from the old Lonarc Foundation account was deposited along with £15,299 of donations collected. Ticket Sales of £1070 and Coaching fee of £600 were also deposited Total Income £17,049. Costs spent through LF account were £16,852 Leaving £197 in the bank. £1,299 of these costs are stock assets. Additionally JFProctors WSMM business account spent £8,947 – these were costs linked to the IDRS July 24 trip that had to be made before the LF bank account opened. |
| 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 | £197 |
| 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 £25K pa over the 2025-26 financial period and is expecting to attract more outside funding to match this if not supercede 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. And next year the Vaugan Williams Fund £2K will come in. |
October 2016
Charity Accounts templates – Trustees’ annual report for the period
| 6 of | 6 of | 6 of |
|---|---|---|
| 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. And yet the audiences always enjoy our concerts. I am hopeful that the videos we have created will help redress this imbalance. |
| Other |
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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 |
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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)
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1 Paul Patterson. Interim Chairman.
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2 Lu (Alice) Jiang Treasurer
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3 Judy Proctor Artistic Director
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4 Margaret Campbell. Secretary
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5 Gabi Tubbs
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6 Mary Miller
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(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 |
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|---|---|---|
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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
Documents relating to our concerts and the costs associated with the two main projects completed this year will be uploaded onto the Charities website. Along with programe notes, concert reviews, photographs, links to YouTube videos, public comments etc.
October 2016
Charity Accounts templates – Trustees’ annual report for the period
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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 16[th] April 2025
October 2016
Charity Accounts templates – Trustees’ annual report for the period