DocuSign Envelope ID: 25971E2E-2370-40B5-B482-45C031965255 ## **Trustees' Annual Report for the period** **From** Period start date **To**[Period end date ] 01 Septembe 2021 31 August 2022 r ## Section A Reference and administration details **Charity name** Spiritato **Other names charity is known by** **Registered charity number (if any)** 1176410 **Charity's principal address** 91 London Road Braintree **Postcode CM7 2LF** ## **Names of the charity trustees who manage the charity** **Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any)** - 1 William Russell - 2[Paul Laurent Evers ] - Doxey - 3[John Michael ] Berman ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document CIO Foundation Constituion - (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted - (eg. trust, association, company) Appointed by existing trustees Trustee selection methods - (eg. appointed by, elected by) > March **2012** 1 **TAR** DocuSign Envelope ID: 25971E2E-2370-40B5-B482-45C031965255 ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: ●[ policies and procedures ] adopted for the induction and training of trustees; - [ the charity’s organisational ] - structure and any wider network with which the charity works; - [ relationship with any related ] - parties; - [ trustees’ consideration of ] - major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** TO ADVANCE EDUCATION TO AS WIDE A PUBLIC AUDIENCE AS POSSIBLE, THROUGH THE PROMOTION, SUPPORT AND ENCOURAGEMENT OF MUSIC, INCLUDING RESEARCH INTO NEGLECTED REPERTOIRE. THE PRESENTATION OF HISTORICALLY AWARE MUSICAL PERFORMANCES ON PERIOD INSTRUMENTS, DELIVERY OF EDUCATION PROJECTS, WORKSHOPS, RECITALS AND LECTURES. TO WIDEN PERFORMANCE AND KNOWLEDGE OF NEGLECTED REPERTOIRE BY PUBLISHING RECORDINGS AND EDITIONS. > March **2012** 2 **TAR** DocuSign Envelope ID: 25971E2E-2370-40B5-B482-45C031965255 Spiritato provides professional performances, residencies, workshops, conferences and other events to promote early music and educate the public, with a particular focus on neglected repertoire which is rarely performed. Our work includes research into neglected repertoire, including giving modern premieres of works which have remained unperformed for centuries. We present music of the early 17th century to early 19th century on historically appropriate instruments, deliver education work and family concerts in schools and the community and publish recordings and editions of rarely performed repertoire. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: policy on grantmaking; ● policy programme related ● investment; contribution made by ● volunteers. > March **2012** 3 **TAR** DocuSign Envelope ID: 25971E2E-2370-40B5-B482-45C031965255 ## Section D Achievements and performance **Summary of the main achievements of the charity during the year** During the year Spiritato! undertook one of its biggest and most successful projects to date, the Inspiring Bach project exploring music that inspired JS Bach. This included music by Pachelbel, JC Bach, Knüpfer, and Buxtehude. This was also the group’s first joint collaboration with the Marian Consort. The project consisted of one heavily promoted performance of the programme at St Giles Cripplegate in London followed by a UK tour. One of the principal aims of the project was to build on the success of the ‘Guts and Glory’ project in using natural ventless trumpets to explore the different colours and timbres that would have been more likely to have been heard at the time. The project was financially well managed and Spiritato raised a vast majority of the funds required. The remaining funds for the project were contributed by the Marian Consort > March **2012** 4 **TAR** DocuSign Envelope ID: 25971E2E-2370-40B5-B482-45C031965255 ## **Section E Financial review** We do not have a reserves policy. ## **Brief statement of the** **charity’s policy on reserves** **Details of any funds materially in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: the charity’s principal ● sources of funds (including any fundraising); how expenditure has ● supported the key objectives of the charity; investment policy and ● objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** ## **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Will Russell **Position (eg Secretary, Chair, etc)** Trustee **Date** 6/24/2024 > March **2012** 5 **TAR** ## Spiritato! Annual report YE 31st August 2023 Charity number: 1176410 91 London Road, Braintree, Essex, CM7 2LF ## Trustees - **[Dr John Michael Berman CBE ]** - **[Paul Laurent Evers Doxey ]** - **[William Stuart Russell ]** ## Organisation purpose Spiritato provides professional performances, residencies, workshops, conferences and other events to promote early music and educate the public, with a particular focus on neglected repertoire which is rarely performed. Our work includes research into neglected repertoire, including giving modern permieres of works which have remained unperformed for centuries. We present music of the early 17th century to early 19th century on historically appropriate instruments, deliver education work and family concerts in schools and the community and publish recordings and editions of rarely performed repertoire. ## Financial summary The 2022/2023 financial year started off at the height of the Inspiring Bach project performing at the Lammermuir and Brighton Festivals as well as in Wiltshire all in close succession. The project drew to a successful close in the York Christmas Early Music Festival. In to the new year the group’s new programme of Northern Lights was booked for a tour in the West of England, mainly in the Dorset area. Originally titled Northern Light, Sonatas from the Düben Collection is our exciting second recording for Delphian Records, exploring instrumental music uncovered in the rare manuscripts of the Düben Collection. This incredible resource at Sweden’s Uppsala University has yielded works of amazing virtuosity, representing a cross-section of some of the finest music from the mid-17th Century. In addition to these focussed projects the group performed at the Forest School and the Barnet Choral Society. The group generated cash surpluses of £14,208 ready to fund its English Restoration project in the following year. ## Financial Review: Summary **----- Start of picture text -----**
Financial summary Budget (£) Actual (£) Variance
Income £50,000 £49,255 (£745)
Expenses £48,000 £49,047 (£1,047)
Net surplus/(deficit) £2,000 £208 (£1,792)
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## Financial Review: Income **----- Start of picture text -----**
Income £ %
Income from
£31,458 64%
Concert Fees
Grants & Donations £16,989 34%
CD Sales £808 2%
**----- End of picture text -----**
## Financial Review: Expenditure **----- Start of picture text -----**
Expenditure £ %
Artist Fees £45,405 92.6%
CD Costs/
£748 1.5%
Recording Costs
Travel/Music Hire/
£2,894 5.9%
Sundry
**----- End of picture text -----**
## Cash Flow Statement 22/23 **£ Opening Balance** £14,714 £208 **Profit for the year Non-cash adjustments*** £755 **Closing Balance** £15,677 _***This is made up of a release of CD costs of £548**_ ## Financial Review: CD inventory as at 31/08/2023 ||**Units**|**Balance sheet value**| |---|---|---| |**Taste the Nation**|310|£827| |**Judgement of Paris**|150|£525| |**Duben Collection**|300|£2,925| |**Total**|760|£4,277| ## Our Donors **Amount (£)** **Continuo Foundation** £5,000 **Angel Early Music** £2,500 **Dyson Foundation** £5,000 **Music Reprieval Trust** £500 DocuSign Envelope ID: 9D867242-F237-4CF3-9D05-1358ECE97E60 ## **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** **Report to the trustees** Charity Name Spiritato **On accounts for the year** 31/08/2023 **Charity no** 1176410 **ended (if any) Set out on pages** (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **DD / MM / YYYY** . **Responsibilities and** As the charity's trustees, you are responsible for the preparation of the **basis of report** accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. **Independent** [The charity’s gross income exceeded £250,000 and I am qualified to **examiner's statement** undertake the examination by being a qualified member of [insert name of applicable listed body]]. _Delete_ [ ] _if not applicable._ I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect: - the accounting records were not kept in accordance with section 130 of the Charities Act; or - • the accounts did not accord with the accounting records; or • the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. * _Please delete the words in the brackets if they do not apply._ |**Signed:**
**Name:**
**Relevant professional**
**qualification(s) or body**||24/06/2024| |---|---|---| |||| ||Alexander Williams|| |||| ||CIMA|| 1 **Oct 2018** **IER** DocuSign Envelope ID: 9D867242-F237-4CF3-9D05-1358ECE97E60 ## **(if any):** 288 Balham High Road SW177AT **Address:** ## **Section B Disclosure** Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). **Give here brief details of any items that the examiner wishes to disclose** . 2 **Oct 2018** **IER**