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2024-09-30-accounts

JazzLeeds

Charity number 1178875

Annual Report and Financial Statements

for the year ended 30 September 2024

JazzLeeds

Annual Report and Financial Statements for the year ended 30 September 2024

Contents Page
Trustees' report 2 to 10
Examiner's report 11
Receipts and payments account 12
Statement of assets and liabilities 13
Notes to the accounts 14 to 15

Prepared by West Yorkshire Community Accountancy Service CIO

1

JazzLeeds

Trustees' report for the year ended 30 September 2024

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 Rosemary Holmes Steve Ross Karen Gourlay Sophie Speed Hayley Harding Joseph Allen

Appointed 10 May 2023 Appointed 12 February 2024 Appointed 12 February 2024

Charity number 1178875 Registered and principal address Bankers 11 Gledhow Park Drive HSBC Leeds 33 Park Row LS7 4JT Leeds LS1 1LD

Registered in England and Wales

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 constitution 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 2024

Objectives and activities

The charity's objects

To promote, improve, develop and maintain public appreciation of music in jazz and similar genre by:

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 JazzLeeds activity over the 12 month period September 2023 to August 2024, assesses our achievements and whether we have achieved our goals. Details of our programme are given in the appendix.

In total we put on 91 concerts and events – fewer than last year, which is in line with our desire to “do less, but do it better”. We programmed a total of 125 bands during the year.

Our audiences increased significantly with our total audience exceeding 8,000 for the first time and an additional 1,500 or so people attending our two festival stages at Cookridge Street (Leeds Jazz Festival) and Regent Street (Chapel Allerton Arts Festival).Our evening audience average was around 72 (61 the previous year), our Sunday afternoons was around 67 (62 the previous year).

We held a total of 16 evening concerts and 4 festival evening concerts during the year. We decided in future to run our evening series just between September and April (with other evening gigs as part of our two festivals), due to smaller audiences for regular concerts in the summer months.

One special concert in the autumn was a Black Lives matters event presentation to steel pannist Dudley Nesbit.

Our Christmas concert featured young musicians from Roundhay School who had all been part of our Jazz Education project.

Our spring season included our two Conservatoire Collection concerts in April with six final year bands from the Leeds Conservatoire BA Jazz Course.

We presented two youth big bands from Grammar School at Leeds and Leeds University Union Big Band, the latter where we also supported students from the University to let them see how to run concerts.

3

JazzLeeds

Trustees' report (continued) for the year ended 30 September 2024

Achievements and performance (continued)

As part of the Leeds Jazz Festival in May we put on 11 bands in total with two highly successful evening concerts - Alan Barnes plays Goodman, and the Fergus McCreadie trio, a successful LJF festival launch event at Seven Arts and a well-attended (if rather wet!) Cookridge Stage event with an eclectic mix of seven Leeds bands.

Our summer season included a popular pay as you feel Courtyard summer series in July/August.

At the Chapel Allerton Arts Festival Concerts during August/September we programmed two evening concerts – Carioca Soul and Adam Glasser playing jazz music from South Africa. We were one of the sponsors of the Chapel Allerton Arts Festival this year.

The partnership with Howard Assembly Room continued with two successful concerts featuring Jasmine/Emma Johnson’s Gravy Boat and Tom Ollendorff with Aaron Parks.

Our bi-monthly rush hour jazz events in Seven Arts bar (with a visiting guest playing with the JazzLeeds trio) continue to flourish. Pay as you Feel events proved very popular during the year generating good collections to pay the bands (in one case over £600!).

At Northlight Arts we continued our presence there with Sunday morning workshops with Dom Moore, the evening Instant World Orchestra with Richard Ormrod and our monthly jam sessions. There was no jazz choir this year – it will hopefully return soon. The Jazz Workshop has around 20 regular players, and the Instant World orchestra a pool of 25 musicians.

Our jam sessions continued monthly at Northlight, but the venue does not seem to attract the same audience members as at Seven Arts; the number of playing musicians is usually 10 -15. We are engaging Ben Gilbert to run the workshops in the autumn to see if the Jam Sessions can be revitalised somewhat.

We started the process of upgrading our unreliable website, and refreshing our marketing using Split designs. This included a number of focus groups with over 100 of our supporters and partners in June 2024 – most of the feedback was very positive.

Support bands - we used fourteen support bands with our evening gigs, mainly young musicians from the Leeds scene, although Seven Arts put a temporary stop on this in the summer.

Our Jazz Education Projects jointly with Leeds Junior Conservatoire ran again at Roundhay School, City of Leeds School and Allerton Grange School using funding from the Mohn-Westlake foundation. Dave Evans and Joe Moore were our tutors.

Funding – we were successful in a bid to the Combined West Yorkshire Authority for an increase in our funding - from around £5000 per year from Arts at Leeds to over £8000 for the next two years under the new funding arrangements . This is a highly competitive process. We must be doing something right!

Did we achieve our goals in 2023/24?

Our main goals in 2023/4 from our Arts at Leeds funding award were as follows with comments indicating whether these were achieved :

4

JazzLeeds

Trustees' report (continued) for the year ended 30 September 2024

Achievements and performance (continued)

JazzLeeds at the Festivals

We will work with the Leeds Jazz and CAAF festival teams to deliver events during the festival in May (LJF) and with the Chapel Allerton team to deliver events in September. The events promoted by JazzLeeds are:

Diversity

Our performances featured evening bands led by rising star jazz women performers -Jasmine (Jasmine Myra) and Gravy Boat (Emma Johnson) and concerts led by a number of established artists – for example Ingrid Laubrock, Alcyona Mick and Tori Freestone. We held a special concert in the autumn for Black Lives Matter, and featured groups such as the HUM gospel choir at Chapel Allerton Arts Festival.

We carry out annual monitoring of our audiences. In 2024 the gender split amongst our audience is Male 55%, Female 45 % - more balanced than in previous years. The ages of our audiences - 58% were between 25 and 64, 33% 65 + This was similar to previous years except with a slightly greater proportion in the older age bracket. Our audience has more of the people in the richest age sectors for disposable income which is a good place to be. We’d like more 16-24 year olds though

The ethnicity split in our audience in 2024 was 80% white.20% non white (of which Asian origin was 3%, Black origin 7%, Mixed 4% and other 6%) Our audience is therefore slightly more diverse than UK average (82% White 2021 Census) and the same as the diversity levels within the Leeds population (79% White in 2021 census)

Jazz Education

The aim of our Jazz Education project is to enhance jazz music education provision in Leeds, using three Leeds secondary schools and also running a community Jazz education project.

The elements have been

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

Jazz in Communities 2023

JazzLeeds is still seen as being largely a Chapel Allerton provider of jazz. We need to initiate concerts in 2024 elsewhere in the city as a means of JazzLeeds becoming a citywide provider.

5

JazzLeeds

Trustees' report (continued) for the year ended 30 September 2024

Achievements and performance (continued)

Leeds as a City of Jazz

We helped Leeds celebrate its jazz heritage:

JazzLeeds regular programme 2023/4

We will run a programme of national/ international concerts, local/and community jazz events, days of jazz at the Chapel Allerton Arts Festival, Rush Hour jazz concerts jazz workshops and jazz jam sessions - all achieved.

These goals were met in whole or in part with the exception of item 4 – jazz in communities. However the 2024/5 goals for our future funding have added a number of new targets for us – on partnership work and environmental targets for example.

Thoughts for the future !

It has been a highly successful 12 months for JazzLeeds both artistically and financially.

We are addressing some of our big issues – e.g. that of marketing/web presence and the future of our jazz jam sessions.

The next big future issue for JazzLeeds is undoubtedly succession planning, and also how we continue to “do less, but do it better” in future. We will also need to work out how our Education programme fits into the current changing provision for music in Leeds. We will need to monitor the changes in running our jazz jam sessions. Finally need to look again at our participation in both the Festivals we are currently involved in. We also have to be mindful of our relationships with our partners – these are generally good at present, but experience elsewhere shows how fragile the existence of independent arts bodies can be!

Steve Crocker Appendix Autumn 2023

Autumn International/national evenings

We organised 8 evening concerts during this period at Seven (apart from one at Howard Assembly Room *) There were 8 support bands.

05/10/2023 Julian Siegel Quartet (support Will Powell quartet ESP)

19/10/2023 Andrew McCormack Quartet with Denys Baptiste (support Alec Robinson trio)

26/10/2023 Nigel Price Trio (support Quiet jazz project)

09/11/2023 Ari Hoenig with Tom Ollendorff (support Equilibrium - Harry Stobart trio)

16/11/2023 Greg Abate Quartet (support Jascha Bingham trio)

26/11/2023 *At Howard Assembly Room - Emma Johnson Gravy Boat (support) and Jasmine

30/11/2023 Hip Harp Tony Kofi Alina Bzhezhinska (support from Viridian)

14/12/2023 Hejira, the Music of Joni Mitchell – two performances (support, Instant World Orchestra)

6

JazzLeeds

Trustees' report (continued) for the year ended 30 September 2024

Achievements and performance (continued)

Autumn regional and local bands, jam sessions and rush hour jazz

We put on 22 concerts during this period, at Seven apart from one at Northlight **.

06/09/2023 Rush Hour Tony Burkill

10/09/2023 Atom String Quartet

17/09/2023 Enrico Tomasso and Derrick Harris group

20/09/2023 Rush Hour Jazz with Tina Featherstone

01/10/2023 Tom Sharp Jazz Orchestra

4/10/2023 Rush Hour Jazz with James Lancaster

8/10/2023 Liz Fletcher + trio

15/10/2023 Victor Estevez Latin Sextet

18/10/2023 Rush Hour Jazz with Rod Mason

22/10/2023 Jam session @Northlight **

29/10/2023 Pan Jumby (Black Lives Matter award)

01/11/2023 Rush Hour Jazz with Raquel Alvaro

05/11/2023 Aadal

12/11/2023 Dean Stockdale Quartet - Celebrating Oscar Peterson

15/11/2023 Rush Hour Jazz with Nicki Allan

19/11/2023 Sueli Gil’s Latin Band

3/12/2023 JDM trio – Walsh/Longhawn/Taylor

6/12/2023 Rush Hour Jazz with John and Kathy Dyson

10/12/2023 The 007's - Rod Mason's Bond Band

17/12/2023 JazzLeeds Schools Christmas Concert (Roundhay, Junior Conservatoire, Composers)

20/12/2023 Rush Hour Jazz with Brendan Duffy

24/12/2023 Christmas Eve - afternoon jazz jam in the Seven bar

Spring 2024 Evening series

We organised 8 evening concerts during the Spring, all at Seven apart from one at Howard Assembly Room

*. One concert was cancelled and re arranged **

25/01/2024 Ron Bottomley's - Final Big Band

08/02/2024 **Caroline Boaden's "Sum of All (cancelled, snow

22/02/2024 Noble/Simpkins duo (Jerry Liu Septet support)

10/03/2024 * Howard Assembly Room - Tom Ollendorf trio with Aaron Parks, (support from Olivia Cuttill and Tom Harris )

21/03/2024 Ben Clatworthy Quartet Northlight (support from Charlie Folland & his band)

18/04/2024 Matt Carmicheal Quintet (Paper Daisies in support)

7

JazzLeeds

Trustees' report (continued) for the year ended 30 September 2024

Achievements and performance (continued)

25/04/2024 Jo Harrop + (The Daisy Drew Quartet in support).

09/05/2024 Fergus Quill - Xero Slingsby Quintet (support from FIR)

Spring regional and local bands, jam sessions and rush hour jazz

We put on 32 concerts during this period, at Seven Arts apart from the four monthly jam sessions at Northlight ** .

14/01/2024 Edison Herbert Quartet

17/01/2024 Rush Hour Jazz with Ron Burnett

21/01/2024 Ozzy Moysey Ancient Infinity orchestra

28/01/2024 Northlight jam**

04/02/2024 Jami Sheriff Quartet

07/02/2024 Rush Hour Jazz with Ed Kainiek

11/02/2024 Alcyona Mick and Tori Freestone

18/02/2024 Kjetil Mulelid and WAKO Quartet

21/02/2024 Rush Hour Jazz with Tessa Smith

25/02/2024 Northlight jam **

03/03/2024 Andy Panayi with Richard Wetherall trio

06/03/2024 Rush Hour Jazz with Andy Henderson

17/03/2024 Jeff Hewer quartet

20/03/2024 Rush Hour Jazz with Stuart Garside

24/03/2024 Sunday Jazz Conservatoire Collection 1 - Reece Fogg Quartet, FIR and Paper Daisies

31/03/2024 Easter Sunday Jazz: jam at Northlight **

03/04/2024 Rush Hour Jazz with Dudley Nesbitt

07/04/2024 Sunday Jazz Conservatoire Collection 2 Zak Parlby Quartet, Nuala Murphy Quartet and Jacob Booth Quartet

14/04/2024 Jazz Defenders

17/04/2024 Rush Hour Jazz with John Settle

21/04/2024 Jazz jam Northlight **

28/04/2024 Grammar School at Leeds Big Band and Tutor band

01/05/2024 Rush Hour Jazz with Brendan Duffy

05/05/2024 Stuart McCullum trio with Sam Vicary and Steve Hanley

12/05/2024 Leeds University Union Big Band

15/05/2024 Rush Hour Jazz with John Scully

19/05/2024 Munch Manship Quartet

Our input into Leeds Jazz Festival 2024

22/05/2024 LJF launch - Rush Hour Jazz with Dan Barker Bey

8

JazzLeeds

Trustees' report (continued) for the year ended 30 September 2024

Achievements and performance (continued)

23/05/2024 Benny Goodman tribute featuring Alan Barnes with Derrick Harris

24/05/2024 Fergus McCreadie trio

25/05/2024 LJF jam session at Seven

27/05/2024 Cookridge Street LJF Stage 1- 8pm

Hot club of Halifax

Viridian - Pedruam Agahi

Salsa Como Loco

Maranello Trio

IWO

Olivia Cuttill Quintet Vipertime

Summer 2024

In our summer programme we held 21 concerts and events, programming 26 bands. 02/06/2024 We Bop

05/06/2024 Rush Hour Jazz with Emily Brown

09/06/2024 Dave Bristow Quintet

19/06/2024 Rush Hour Jazz with Tony Burkill

23/06/2024 Northlight Jam **

30/06/2024 Abtuse (held in the bar at Seven)

03/07/2024 Rush Hour Jazz with Bev Beirne

07/07/2024 Salsa Como Loco

14/07/2024 BD Lenz Trio

17/07/2024 Rush Hour Jazz with Ros Lewis

21/07/2024 Caroline Boaden's "Sum of All" with Livia Clementi support (re-programmed from February)

Seven Arts Courtyard concerts

28/07/2024 Little Big Band

04/08/2024 The Rhythm Section (at Northlight **)

11/08/2024 Stuart McDonald and Stuart Garside Quintet

18/08/2024 John Taylor's Blues Spectrum

21/08/2024 Rush Hour Tessa Smith

25/08/2024 Bank Holiday Jazz Jam

Chapel Allerton Arts Festival 2024

29/08/2024 Carioca Soul (evening concert)

9

JazzLeeds

Trustees' report (continued) for the year ended 30 September 2024

Achievements and performance (continued)

31/08/2024 Adam Glasser Quartet - a celebration of South African jazz (evening concert)

01/09/2024 Jazz Sunday at CAAF Regent Street stage

HUM Gospel Choir

Tom Sharp Big Band

Back Chat Brass

Louis Louis Louis

Gustavo Andrade and the Brasukas

Financial review

The net payments for the year were £1,098, including net reciepts of £2,789 on unrestricted funds and net payments of £3,887 on restricted funds.

Reserves policy

The charity's free reserves, at the year end were £47,143.

JazzLeeds has a policy of retaining a reserve of a minimum of 25% of annual turnover, which based on the 23-24 financial year equates to approximately £15,000.

The trustees acknowledge that current reserves are in excess of the amount stated in the policy, and will be reviewing the policy in the coming year. In addition, there are a number of planned activities (identified in 22/23) but due to take place in 24/25 to expend the excess reserves.

Approved by the board of trustees on 29/4/2025

Steve Crocker (Trustee)

10

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 2024, which are set out on pages 12 to 15.

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

24/6/25

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

11

JazzLeeds

Receipts and payments account for the year ended 30 September 2024

Notes
2024
Unrestricted
funds
£
Receipts
Grants and donations
(2)
3,009
Sales and fees
45,703
Fundraising
1,673
Bank interest
608
Total receipts
50,993
Payments
Artists' pay
39,154
Artists' expenses
593
Venue payments
350
Technical payments
587
Marketing and PR
5,576
Subscriptions
206
Insurance
297
Independent examination
630
Other fees and travel
446
Bank charges
153
Equipment purchase
38
Office costs
174
Total payments
48,204
Net receipts / (payments)
2,789
Fund balances brought forward
44,354
Fund balances carried forward
(3)
47,143
2024
Restricted
funds
£
6,203
-
-
-
6,203
500
-
-
-
4,440
-
-
-
5,150
-
-
-
10,090
(3,887)
9,400
5,513
2024
Total
funds
£
9,212
45,703
1,673
608
57,196
39,654
593
350
587
10,016
206
297
630
5,596
153
38
174
58,294
(1,098)
53,754
52,656
2023
Total
funds
£
18,498
37,185
2,935
318
58,936
38,602
1,399
1,652
655
4,182
67
287
480
3,909
180
163
112
51,688
7,248
46,506
53,754

12

JazzLeeds

Statement of assets and liabilities
as at 30 September 2024
2024
Unrestricted
£
Cash funds
Cash at bank
47,140
Cash in hand
3
Total cash funds
47,143
2024
Restricted
£
5,513
-
5,513
2024
Total
£
52,653
3
52,656
2023
Total
£
53,749
5
53,754
Assets retained for the charity's own use
Yamaha upright piano
Yamaha PA
i-Zettle card reader
Liabilities
Accruals
2024
£
960
960

The financial statements were approved by the board of trustees on 29/4/2025

Steve Crocker (Trustee)

13

JazzLeeds

Notes to the accounts

for the year ended 30 September 2024

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.

14

JazzLeeds

Notes to the accounts continued

for the year ended 30 September 2024

2 Grants and donations
Leeds City Council (LCC)
Leeds Community Foundation (LCF)
Music Leeds
Jazz North
Other donations
3 Restricted funds
Balance b/f
£
LCF - Mohn Westlake Arts Fund
8,900
Jazz North
500
LCC - Culture Fund
-
9,400
2024
Unrestricted
funds
£
1,250
-
-
-
1,759
3,009
Incoming
£
-
-
6,203
6,203
2024
Restricted
funds
£
6,203
-
-
-
-
6,203
Outgoing
£
5,150
500
4,440
10,090
2024
Total
funds
£
7,453
-
-
-
1,759
9,212
Transfers
£
-
-
-
-
2023
Total
funds
£
4,750
8,900
2,046
500
2,302
18,498
Balance c/f
£
3,750
-
1,763
5,513

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. LCC - Culture Fund International artists, Community bands, Improved marketing.

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.

Other transactions with trustees or related parties

Other transactions with trustees or related parties
Steve Crocker
Trustee
Payment for performances
at concerts
Name of trustee or
related party
Relationship to
charity
Description of transaction
2024
£
550
550
2023
£
-
-

15