## JazzLeeds
Charity number 1178875
## Annual Report and Financial Statements
for the year ended 30 September 2023
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Group's logo
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## JazzLeeds
Annual Report and Financial Statements for the year ended 30 September 2023
|**Contents**|**Page**|
|---|---|
|Trustees' report|2 to 5|
|Examiner's report|6|
|Receipts and payments account|7|
|Statement of assets and liabilities|8|
|Notes to the accounts|9 to 10|
## **Prepared by West Yorkshire Community Accountancy Service CIO**
1
## JazzLeeds
## Trustees' report for the year ended 30 September 2023
## **Reference and administrative details of the charity, its trustees and advisors**
The trustees during the financial year and up to and including the date the report was approved were: **Name Position Dates** Ramesh Narayanan Chair Steve Crocker Jamil Sheriff Resigned 18 Jul 2023 Rosemary Holmes Steve Ross Karen Gourlay **Charity number** 1178875 Registered in England and Wales **Registered and principal address Bankers** 11 Gledhow Park Drive HSBC Leeds 33 Park Row LS7 4JT Leeds LS1 1LD **Independent examiner** Katy Sargeant ACA **West Yorkshire Community Accountancy Service CIO** Stringer House 34 Lupton Street Leeds LS10 2QW
## **Structure, governance and management**
The charity is a Charitable Incorporated Organisation (CIO) foundation formed on 21 June 2018, and is governed by a constition as amended on 28 July 2023.
## **Method of recruitment and appointment of trustees**
The trustees of the charity are appointed at a properly convened meeting of the trustees.
2
## JazzLeeds
## Trustees' report (continued) for the year ended 30 September 2023
## **Objectives and activities**
## **The charity's objects**
To promote, improve, develop and maintain public appreciation of music in jazz and similar genre by:
- (i) the presentation of high quality artist's work in the city of Leeds and farther afield if necessary;
- (ii) engaging individuals through music in order to develop their interests, skills, capacities and capabilities, and thereby providing recreational and leisure time activity in the interests of social welfare, well-being and promotion of community cohesion;
- (iii) such other means at the trustees discretion.
## **The charity's main activities**
JazzLeeds is a volunteer led organisation providing an extensive and sustainable programme of jazz, associated music events and related community activities. JazzLeeds encourages and develops the local music and creative arts scene, supports new jazz activities, including promoting European and International collaboration and develops new audiences for jazz.
As a charity, one of JazzLeeds aims is to use live music to bring communities together and promote wellbeing.
## **Public benefit statement**
In setting our objectives and planning our activities our JazzLeeds trustees have given serious consideration to the Charity Commission’s general guidance on public benefit and in particular the promotion of the arts and culture, the promotion of volunteering and the advancement of education.
## **Achievements and performance**
This report looks at our Jazz Leeds activity over the period October 2022 to September 2023, assesses our achievements and lists our proposed programme up to the end of 2023.
In total we programmed 86 concerts and events in which 110 bands played for us.
International/national evenings - Jazz Leeds organised 15 evening concerts during this period.
Support bands - we used 14 support bands (mainly young Leeds groups from the Conservatoire) during the 12 months.
Our Education Projects included the Schools Project with over 70 young people taking part at Roundhay School, a Jazz Choir with around 25 people, and a Jazz Workshop with around 20 regular players plus our new big band The Instant World Orchestra.
Our total ticketed attendance at our concerts (not including the open air street events or the Pay As You Feel (PAYF) events) was 5,289 people – this is the highest since we started in September 2007. Our audiences have recovered since Covid - the Sunday audience for Seven Arts this last year was 61 (against a long term average of 56). Our evening audiences this year averaged 62 (against a long term average of 65).
Our main goals in 2022/3 (taken from our Arts at Leeds funding award) were as follows:
- a) Support local musicians and creative artists by staging weekly Sunday afternoon concerts, putting on a number of concerts featuring local established musicians with a house rhythm section, offer emerging young student musicians at Leeds Conservatoire a chance to perform at two “Conservatoire Collection” during May, and for community musicians to take part at our regular Jazz Cafes and jazz jam sessions and giving opportunities for local musicians to play support bands spots at our main concerts.
- b) Enhance our fortnightly evening series of evening concerts of visiting artists at Seven Arts, in Chapel Allerton with a number of major artists of international significance.
3
## JazzLeeds
## Trustees' report (continued) for the year ended 30 September 2023
## **Achievements and performance (continued)**
- c) Organise a series of weekly instrumental and singing jazz workshops in conjunction with Meanwood Valley Farm Barn.
- d) Use our music programming to help engage a wider and more diverse range of audiences.
- e) Plan our involvement as part of the city’s cultural celebrations in summer 2023 working with Leeds 2023, Music:Leeds and other city music venues.
- f) Undertake a school-based project with young people during the year about playing and singing Jazz Music, using the support and facilities of Leeds Artforms.
- g) Organise a “Leeds Jazz Festival” programme in June 1-12 2022 along with Music:Leeds, LeedsBID and other jazz promoters in the city with events at Seven Arts in Chapel Allerton at other venues, including Howard Assembly
Our main projects in 2023/24 (taken from our current Arts at Leeds funding award agreement):
- 1) JazzLeeds at the Leeds Jazz Festival 2023
Working with the Leeds Jazz festival team to deliver events during the festival in May and with the Chapel Allerton team to deliver events in September. The events promoted by JazzLeeds are :
- l Big event at city centre venue (Soft Machine at City Varieties 26 May)
- l Supporting local musicians – a concert with Leeds bassist Fergus Quill who has won of The Musicians’ Company Tina May Jazz Award 2022, a member of the National Youth Jazz Orchestra and is currently one of the “Take Five” group o/f young musicians supported by Serious. We are presenting Fergus with legendary vibraphonist and percussionist Orphy Robinson and drummer Matt Holmes at Seven on May 28th
- l A free for audience event in the Open Air Tent in Cookridge Street 29 May with seven local groups
- l Workshops and events at Seven Arts and North Light in Chapel Allerton – Richard Ormrod’s Instant World Orchestra 28 May - and Tessa Smith’s Jazz Voices Choir 29 May
- 2) JazzLeeds at the Chapel Allerton Arts Festival 2023
We will be featuring two evening performances by bands led by rising star jazz women : Elf Mode (led by Leeds based Emma Coates) on Thursday 31 August 2023 and Kalpadruma (led by rising London star Asha Parkinson) both at Seven Arts, and the first performance of our new community big band The Instant World Orchestra led by Richard Ormrod
The Sunday Jazz in Regent Street on the main stage 12.30-6pm had an audience of well over 1000, the largest ever, and featured Fergus Quill’s “Imaginary Big Band” the Chapel FM Jazz orchestra, Los Camaradas, The Pat Fulgoni blues band and headliners Ubunye
## 3) Jazz Education Project 2023-24
The aim of this project is to enhance jazz music education provision in Leeds, using three Leeds secondary schools. The project will build on the learning from the Roundhay project that was undertaken in 2022. The elements are:
- l Initiate a school Jazz band (this has been continuing at Roundhay during Spring 2023, taught by Dave Evans)
- l To offer a taster day of music making to young people in the school who do not usually get involved in music - specifically targeting young people from non-white cultural backgrounds - Funding has been sought from Leeds Inspired, and the Mohn Westlake Foundation to carry this out at Leeds City Academy in Woodhouse Moor and Moor Allerton Primary School
- l Jazz Workshops – to the Jazz Workshop and Jazz Choir we are adding Richard Ormrod’s Instant World orchestra, all at Northlight
4
## JazzLeeds
## Trustees' report (continued) for the year ended 30 September 2023
## **Achievements and performance (continued)**
- 4) Jazz in Communities 2023-24
We aim to become more Leeds wide in 2023-4 by putting on some Pay As You Feel (PAYF) gigs elsewhere in the city as a means of JazzLeeds becoming a citywide provider.
- 5) Leeds as a City of Jazz
We will help Leeds celebrate Leeds 2023 by :
- l Jazz heritage walk by Steve Crocker at Sela bar 1pm Friday 19 May and Civic Trust walk in New Briggate in September
- l Jazz Blog about Studio 20 for East Street Arts Sept 2023
- l “Shove It” Xero Slingsby Film shown at Seven Arts Thursday 25 May 8pm
- l JazzLeeds celebration of our JazzLeeds history with exhibitions of art by Joe Pattinson (April 2023) and line drawings by Joey Dunn (Sept 2023)
- 6) JazzLeeds future programme 2023-24
We will continue to run a programme of national/ international concerts, local/and community jazz events ,jazz at the Leeds Jazz Festival and Chapel Allerton Arts Festival, jazz choir workshops, Rush Hour jazz concerts community jazz workshops, and jazz jam sessions.
Conclusion – 2022/23 has been a successful year for JazzLeeds, both in terms of quality of music, audiences, our educational developments and our solid finances.
## **Financial review**
The net receipts for the year were £7,248, including net expenditure of £2,152 on unrestricted funds and net receipts of £9,400 on restricted funds.
## **Reserves policy**
The charity's free reserves, at the year end were £44,354.
We have reviewed our reserves policy and the policy now states that our reserves will stay at least at the level of 3 months (25%) of annual turn over. Based on the budget for the coming year, this equates to a minimum of approx. £12,400.
The trustees recognise the reserves are currently significantly in excess of this, however for 2023/24, JazzLeeds is investing surpluses into projects and, as a result, is projecting a deficit budget, which will expend some of the reserves.
Approved by the board of trustees on 12/02/2024
Stephen Crocker (Trustee)
5
## JazzLeeds
## Independent examiner's report to the trustees of JazzLeeds
I report to the charity trustees on my examination of the accounts of the charity for the year ended 30 September 2023, which are set out on pages 7 to 10.
## **Responsibilities and basis of report**
As the charity trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').
I report in respect of my examination of the charity's accounts as carried out under section 145 of the 2011 Act. 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 examiner's statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1 accounting records were not kept in respect of the charity as required by section 130 of the Charities Act; 2 the accounts do not accord with those records.
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.
Katy Sargeant ACA
19/2/2024
## **West Yorkshire Community Accountancy Service CIO**
Stringer House 34 Lupton Street Leeds LS10 2QW
6
## JazzLeeds
## Receipts and payments account for the year ended 30 September 2023
|Notes
2023
Unrestricted
funds
£
**Receipts**
Grants and donations
(2)
9,098
Sales and fees
40,120
Bank interest
318
**Total receipts**
49,536
**Payments**
Artists' pay
38,602
Artists' expenses
1,399
Venue payments
1,652
Technical payments
655
Marketing and PR
4,182
Subscriptions
67
Insurance
287
Independent examination
480
Other fees and travel
3,909
Bank charges
180
Equipment purchase
163
Office costs
112
**Total payments**
51,688
**Net receipts / (payments)**
(2,152)
**Transfers between funds**
-
**Net movement in funds**
(2,152)
**Fund balances brought forward**
46,506
**Fund balances carried forward**
(3)
44,354|2023
Restricted
funds
£
9,400
-
-
9,400
-
-
-
-
-
-
-
-
-
-
-
-
-
9,400
-
9,400
-
9,400|2023
Total
funds
£
18,498
40,120
318
58,936
38,602
1,399
1,652
655
4,182
67
287
480
3,909
180
163
112
51,688
7,248
-
7,248
46,506
53,754|2022
Total
funds
£
8,200
40,652
13
48,865
36,456
720
800
590
5,974
260
287
474
1,652
77
312
-
47,602
1,263
-
1,263
45,243
46,506|
|---|---|---|---|
7
## JazzLeeds
|Statement of assets and liabilities
as at 30 September 2023
2023
Unrestricted
£
**Cash funds**
Cash at bank
44,349
Cash in hand
5
**Total cash funds**
44,354
**Assets retained for the charity's own use**
Yamaha upright piano
Yamaha PA
i-Zettle card reader
**Liabilities**
Independent examination|2023
Restricted
£
9,400
-
9,400|2023
Total
£
53,749
5
53,754
2023
£
630
630|2022
Total
£
46,502
4
46,506|
|---|---|---|---|
The financial statements were approved by the board of trustees on 12/02/2024
Stephen Crocker (Trustee)
8
## JazzLeeds
## Notes to the accounts
## for the year ended 30 September 2023
## **1 Accounting policies**
## **Basis of accounting**
The trustees have taken advantage of section 133 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis.
There has been no change to the accounting policies since last year.
No changes have been made to the accounts for previous years.
## **Taxation**
As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.
## **Fund accounting**
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.
Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.
Further explanation of the nature and purpose of each fund is included in the notes to the accounts.
9
## JazzLeeds
## Notes to the accounts continued
## for the year ended 30 September 2023
|**2 **|**Grants and donations**|||2023|2023|2023|2022|
|---|---|---|---|---|---|---|---|
||||Unrestricted||Restricted|Total|Total|
|||||funds|funds|funds|funds|
|||||£|£|£|£|
||Jazz North|||-|500|500|-|
||Leeds City Council - Arts@Leeds|||4,750|-|4,750|6,750|
||Leeds Community Foundation (LCF)|||-|8,900|8,900|-|
||Music Leeds|||2,046|-|2,046|-|
||Other Donations|||2,302|-|2,302|1,450|
|||||9,098|9,400|18,498|8,200|
|**3 **|**Restricted funds**
LCF - Mohn Westlake Arts Fund
Jazz North|Balance b/f
£
-
-||Incoming
£
8,900
500|Outgoing
£
-
-|Transfers
£
-
-|Balance c/f
£
8,900
500|
|||-||9,400|-|-|9,400|
||**Fund name**|**Purpose of**|**restriction**|||||
||LCF - Mohn Westlake Arts Fund|JazzLeeds Education Project. For extra-curricular work with three local||||||
|||schools to encourage young people to play jazz music.||||||
||Jazz North|Promoter’s Bursary aimed at supporting young jazz musicians new to||||||
|||performing live.||||||
## **4 Related party transactions**
## **Trustee expenses**
No trustee received any expenses during this year or the previous year.
## **Trustee remuneration and benefits**
No trustee received any remuneration or benefit during this or the previous year.
10