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2024-08-31-accounts

Trustees’ Annual Report for the period

From 1 September 2023 To 31 August 2024 Charity name: Romsey Chamber Music Festival Trust

Charity registration number: 1182043

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 To promote education and appreciation of
music and the arts for the public benefit,
particularly by the presentation of the
Romsey Chamber Music Festival.
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
1.19s		 The principal activities of the Trust are to
organise public concerts which are designed
to educate the wider public, the elderly,
children, and music students in high quality
chamber music. The festival also runs
workshops in schools, designed to introduce
and further educate school children in
chamber music and provide access to
performances to those who would not
normally attend a concert.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The Trustees confirm that they are
complying with their duty to have due
regard to the guidance on public benefit
published by the Charity
Commission.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference
Policy on grant making Para 1.38 Not applicable
Policy on social investment
including program related
investment		 Para 1.38 Not applicable
Contribution made by
volunteers		 Para 1.38 The charity benefits enormously from a
Friends membership scheme and the
assistance of a number of volunteers in such
areas as promotion, audience interface and
artists'accommodation.
Other

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.		 Para 1.20 In 2024, we continued to expand and develop
the activities of the Romsey Chamber Music
Festival (RCMF)
Our mini-Winter Festival saw two concerts in
Romsey and a fundraising concert in London. We
also delivered another highly successful series of
school concerts, bringing live chamber music to
young audiences as well as coaching sessions
and side-by-side playing opportunities for young
musicians.
The summer festival, titled 'Of Love and
Madness,' took place in June, featuring 12
events across 7 days in venues throughout the
Test Valley. The theme explored the boundaries
between love and insanity, with a diverse
selection of composers. Our programming
featured seven new works, including four world
premieres, alongside well-loved masterpieces.
We welcomed outstanding musicians from
across Europe. Highlights included a sold-out
dawn recital on the River Test, an intimate
performance of Schubert’s_Die Schöne Müllerin_
by baritone Thomas Guthrie, a late-night
performance of Schoenberg’s_Verklärte Nacht_
and_Jennifer Higdon’s_Love Sweet.
Educational and outreach work included
performances by young local musicians side-by-
side with festival artists, a public masterclass for
young string players, including BBC Young
Musician competitor Rose Gosney, a school trip
to_Die Schöne Müllerin,_a children’s choir
workshop which introduced local children to
global rhythms and a family concert under our
pay-as-you-wish model.
The festival continued to attract a dedicated
local audience while also drawing visitors from
across the UK and Europe, reinforcing RCMF’s
growing international reputation, reflected in
strong press coverage, which praised the
festival’s ambitious programming and
commitment to accessibility.
Additional information (optional)
You may choose to include further statements		 Additional information (optional)
You may choose to include further statements		 where relevant about:
Achievements against
objectives set		 Para 1.41 Both the public performance and educational
objectives were met.
Performance of fundraising
activities against objectives
set		 Para 1.41 We are very grateful to have been supported
by the Marchus Trust, Hampshire County
Council, Test Valley Borough Council,
Romsey Town Council, Friends of Music in
Winchester, Romsey Chandler's Ford and
District Round Table, Romsey and Extra
Parish Council, Test Valley Arts Foundation
and Romsey and Test Rotary during this
period. These grants, together with the
memberships and donations from Friends
and supporters, made this last Festival
possible.
Investment performance
against objectives		 Para 1.41 Not applicable
Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 The charity had an account balance at the
bank of £25,968 at the end of the period,
with net assets after liabilities of £25,968.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 The Trustees' reserves policy aims to
maintain sufficient funds to pay the costs of
the artists' fees and other costs in a timely
fashion.
Amount of reserves held Para 1.22 £25,968
Reasons for holding zero
reserves		 Para 1.22 Not applicable
Details of fund materially in
deficit		 Para 1.24 Not applicable
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 Not applicable

Additional information (optional)

Additional information (optional) Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal
sources of funds (including
any fundraising)		 Para 1.47 The charity receives some grants from local
sources and some national organisations. A
festival friends and patron’s scheme also
contributes financial support, in addition to
ticket sales. A sponsored concert in London
also contributed funds.
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46 Not applicable
A description of the principal
risks facing the charity		 Para 1.46 The charity relies heavily on the continued
support of grant awarding bodies which in
current financial circumstances are
unpredictable, but the charity continues to
raise its profile and demonstrate its value to
win support and has been successful in
balancing the need to make tickets
affordable to encourage as wide an
audience as possible while still attracting
performers of a very high calibre.
Other

Structure, Governance and Management

Description of charity’s
trusts:		 Romsey Chamber Music Festival Trust has
no subsidiaries
Type of governing document
(trust deed, royal charter)		 Para 1.25 CIO - FOUNDATION Registered 15 Feb
2019
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 Charitable Incorporated Organisation
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		 Para 1.25 Appointed by the current trustees after
consideration of skills, knowledge and
experience.
Additional information (optional)
You may choose to include further statements		 Additional information (optional)
You may choose to include further statements		 where relevant about:
Policies and procedures
adopted for the induction and
training of trustees		 Para 1.51 No new trustees appointed in this period.
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51
Relationship with any related
parties		 Para 1.51 In this period, performance fees of £2,200,
education fees of £500 and an artistic
direction fee of £2,000 were paid to Laura
Rickard. No other payments were made to
Trustees other than expenses.
Other

Reference and Administrative details

Charityname RomseyChamber Music Festival Trust
Other name the charity uses
Registered charitynumber 1182043
Charity’s principal address Monkswood, Winchester Road,
Ampfield
Romsey
SO51 9BU

Names of the charity trustees who manage the charity

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20		 Trustee name Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)
Huw Evans Chairman
Laura Rickard Artistic Director
Kathryn Rickard Administrator
Louise Woods
David Haigh

– 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

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

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

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)
Full name(s)
Position (eg Secretary,
Chair, etc)
Date
Huw Evans

Chair
2/4/2025
2/4/2025
ROMSEY CHAMBER MUSIC FESTIVAL TRUST 1182043
Receipts and payments accounts
01/09/2023
For the period
from		 To 31/08/2024

CC16a

Section A Receipts and payments Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
18,182
5,879
1,261
10,250
-
-
-
-

35,572
-
-
-
35,572
23,270
8,358
553
87
-
-
-
-
-
32,268
-
-
-
32,268
3,305
-
22,663
25,968		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £		 Total funds
to the nearest £		 Last year
to the nearest £
Income from Events 18,182 -
-
-
-
-
-
-
-
-		 18,182
5,879
1,261
10,250
-
-
-
-
35,572		 14,597
4,404
1,141
12,650
-
-
-
-
Friends Scheme and Donations 5,879
Gift Aid 1,261
Grants 10,250
-
-
-
-
Sub total(Gross income for
AR)
35,572		 32,792
A2 Asset and investment sales,
(see table).
- -
-
-		 -
-
-		 -
-
Sub total - -
Total receipts
A3 Payments
- 35,572 32,792

Artists Costs		 23,270 -
-
-
-
-
-
-
-
-
-		 23,270
8,358
553
87
-
-
-
-
-
32,268		 18,298
5,561
873
271
-
-
-
-
-
Event Costs 8,358
MarketingCosts 553
Administration and Sundry 87
-
-
-
-
-
**Sub total ** 32,268 25,003
A4 Asset and investment
purchases (see table)
, - -
-
-		 -
-
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end		 32,268
- 25,003
3,305
-		 3,305 7,789
- -
-		 -
22,663		 -
14,874
22,663
25,968
-		 25,968 22,663

CCXX R1 accounts (SS)

02/04/2025

1

Section B Statement of assets and liabilities at Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Signature
Details
Details
Bank Current account
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
25,968
-
-
-
-
25,968
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
Print Name
Huw Evans		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Huw Evans 02/04/2025

CCXX R2 accounts (SS)

02/04/2025

2

CHARITY (OMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examinerfs Report Report to the trusteesl ffl•mb•r5 of cA.-6. A(•S•C Fe){￿. On accounts for th• y•ar •nd•d Charfty no 11 $20(r3 t out on pagvd lienrnb.I Io IT￿1￿)e pa9E nLmtory ol •ffj.IionJl I rewl lo Ihe lrnstees on nry exanina11￿ of the accounts of Ihe above charity llhe Trusf) fcf the year eTrJed 3Tr 1 D'6, ? 02 Responsibllitl•s and As the tharity trustees of the Trust. you are respMsit4e for the preparation basls of report of the accounts in ac£ofdance the requirements ofthe Charities Acl 2011 Clhe Al￿. I report in respect of my examination of the Trusfs accounts carried o under se¢Aion 145 of the 2011 Act and in carrying out my exafflnaticffl. I have fol0v￿d the applicaL4e Dnctions given by the Charity Conynission under sedion 1445)(b) of the Act. I have completed my examination. I confimi that no malerial matters have come to my attent)n (other than that disdosed below ') in ￿nnectIon with the examination vthith gives me cause to believe that in, any material respe Independent •xamlnerfs statement aCC￿ling records *ere not kept In accordance with seclion 130 of theAdor the accounts do nol acoxd vilh the aca)unting records I have cfjncerns and have come acxoss other mattefs in conn8cIi( Mth the examinaticm to vknich attenti￿ should be dr￿ in order to enatAe a proper understanding of the amints to be reached. ' Please delete the WO￿ in the brncApts rf they do not awy. &gnod: 20?r Nam•: C•.1 O•wé{ Relevant professlonal qualffication(s) or body lrfany): Addreu: rf 11.4. v-lh , flr9 SGfr October 2018

Section B Disclosure Only complete rf the eknininer needs to highlight matters of concem (see CC32, Independent examinalion crf charity accounts: directions and guidance for examiners). Glve here brief details of any items Ihat the examiner wlshes to disclose. IER October 2018