Trustees' Annual Report for the period
| Period start date | Period start date | Period end date | Period end date | ||||
|---|---|---|---|---|---|---|---|
| 1 | April | 2023 | 31 | March | 2024 | ||
| From | To |
Section A Reference and administration details
Charity name NONSUCH DULCIMER CLUB Other names charity is known by Registered charity number (if any) 1184249 Charity's principal address Flat 10 Holmwood House 6 Purshall Close Redditch Postcode B97 4PD
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| SALLY ELIZABETH WHYTEHEAD |
CHAIR | Members | ||
| JAMES LOW CORMIE | Members | |||
| SANDRA HUDSON | Members | |||
| WILLIAM JAMES DUDDY | Members | |||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
March 2012
TAR
1
Name Dates acted if not for whole year
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | 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
Constitution dated 20/10/2018 Type of governing document (eg. trust deed, constitution) CIO How the charity is constituted (eg. trust, association, company) Elected by members or appointed by charity trustees. Trustee selection methods (eg. appointed by, elected by)
Additional governance issues (Optional information)
The charity is run on a day to day basis by a committee consisting of the You may choose to include trustees and other volunteers. additional information, where relevant, about: The charity is a member of the NCVO and the Cimbalom World • policies and procedures Association and an affiliate member of EFDSS. We joined Making Music adopted for the induction and in July 2021, who have continued to be invaluable in providing advice and training for the trustees and committee. training of trustees; • the charity’s organisational Following the adoption of a risk management policy, the trustees have structure and any wider continued to work on and update the risk register. We have developed a network with which the charity regular cycle of reviewing our policies and procedures. works;
-
relationship with any related In January 2021, we completed a baseline self-assessment using the NCVO "Trusted Charity Essentials" online tool - which helped target our
-
parties; ongoing policy development. We updated this in May 2022 and a good
-
• trustees’ consideration of improvement in our rating was achieved - reflecting our progress on policy major risks and the system and risk register development/review alongside evolution of our online and procedures to manage presence based on our COVID experience. them.
Section C Objectives and activities
March 2012
TAR
2
To advance, improve, develop and maintain public education in, and appreciation of, the art, heritage and science of music in all its aspects, and in particular as they relate to the hammered, plucked and mountain Summary of the objects of the dulcimer families of musical instruments (including international variants), charity set out in its primarily but not exclusively within the British Isles and by any means the governing document trustees see fit; including through the presentation of public concerts, recitals, workshops, lectures, festivals, conferences, exhibitions and the provision of grants in support of these aims. Our member-led online sessions, which started in 2020, were continued into 2023/24. We adjusted our approach with 2 different regular sessions approximately monthly. We continued with a range of online events using a mix of professional tutors and volunteers as they have proved beneficial even though in-person events have resumed. We also supported online events and teaching from other related organisations and musicians. This year we ran a full programme of in person events, while continuing to provide revised COVID guidelines for them. Our members attend many festivals and community events where they promote dulcimers, with information and support from the club. We strengthened the relationship with the Morpeth Gathering and in April 2024 at their in-person event we were invited to take part in a concert and run a ‘have a go’ session which was extremely well supported. Shortly after this, in nearby Newcastle we organised our third in-person post COVID Spring Fling event. As part of this initiative, we linked up with the local folk community before and during the event. This included a programmed visit to the well-known Bridge Folk Club. Summary of the main We continued our residential Annual Weekends in October 2023 at The activities undertaken for the Hayes, Derbyshire with workshops at three levels for both hammered and public benefit in relation to mountain dulcimers, as well as concerts and music sessions and our these objects (include within Annual General Meeting, with 76 people attending. this section the statutory We continued to develop our YouTube channel, with a range of videos declaration that trustees have from our events. had regard to the guidance issued by the Charity We published a quarterly newsletter ‘Nonsuch News’. This provides Commission on public information about events, educational material and items of interest to benefit) those interested in dulcimers. This is sent out to all members. We loaned hammered dulcimers to 11 players over the year. We have a bank of 24 mountain dulcimers which are used for workshops. They were used several times in 2023-2024, and members of the public had the opportunity to play an instrument with support from an expert. A new event, the Dorchester Dulcimer Festival used the instruments in March 2024. The charity trustees confirm that they have had regard to the guidance issued by the Charity Commission on public benefit, and have followed this in planning and undertaking our activities.
March 2012
TAR
3
Additional details of objectives and activities (Optional information)
You may choose to include We had 35 volunteers helping us with various aspects of organisation further statements, where over the period (not including trustees). relevant, about:
-
policy on grant making;
-
policy programme related investment;
-
contribution made by volunteers.
Section D Achievements and performance
Summary of the main Post COVID, we have now fully returned to our in-person programme of achievements of the charity events, taking account of public health guidelines. during the year We adjusted our Spring Fling event in Newcastle to incorporate a hammered dulcimer tutor. We continued to develop our relationships with the local community for this event, creating a blueprint for future years. Due to rising prices at our current Annual Weekend venue, we carried out a survey among our members to relocate to a former venue in Malvern. This was overwhelmingly supported by the members and we are in negotiations to hold our 2025 event there.
Over the year, there was a 10% increase in members to 344. New members often join having attended beginners’ workshops at festivals or community events. We have also managed to attract some younger members, particularly students who have a discount to attend our Annual Weekend. We published (4) newsletters for members, and a membership directory. We continue to develop our policy documents and operating plan as a basis for a successful and well managed charity.
Section E Financial review
The Nonsuch Dulcimer Club ensures it has sufficient cash reserves at Brief statement of the any time to cover all its outstanding commitments. charity’s policy on reserves
For the reporting period we had a written reserves policy. This policy sets a reserve of £14,500 for 2023/24, based on potential commitments over the year, as well as cash flow for general expenses.
Maintaining these reserves will not impact our ability to implement club programmes.
March 2012
TAR
4
The trustees review the amount of reserves that are required at least annually to ensure that they are adequate to fulfil our continuing obligations.
Details of any funds materially in deficit
None
Further financial review details (Optional information)
At the end of the period, we had 344 members. The membership fees (which have remained at £10 per annum for UK members for many years) covered our basic operating costs.
You may choose to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
Additional variable income is generated by organising our workshop sources of funds (including events throughout the year, which support our key objectives. These are any fundraising); designed generally to break even, but as they are popular we often make • how expenditure has a small surplus which is used to further the aims of the charity. This year was no exception and most of our paid events made a small profit. 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) Sally Elizabeth Whytehead Sandra Hudson Position (e.g. Secretary, Chair, etc)[Chair ] Trustee Date 25/07/2024 25/07/2024
March 2012
TAR
5
Charity Name No (if any) NONSUCH DULCIMER CLUB 1184249
CC16a
Receipts and payments accounts
For the period Period start date Period end date To from 1/4/2023 31/3/2024
| Section A Receipts and payments | Section A Receipts and payments | ||||
|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 5,139 - 2,080 - 1,300 - 27,928 - - - 170 36,616 320 320 36,936 1,626 1,917 100 1,444 - 23,215 - 1,386 - - 29,687 300 300 29,987 6,949 - 18,390 25,339 |
Restricted funds to the nearest £ 300 300 - - 300 300 300 - - 300 - - 1,361 1,361 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 5,139 2,080 - 1,300 - 27,928 - 300 - 170 36,916 320 320 37,236 1,626 - 1,917 100 1,444 - 23,215 - 1,386 300 - - 29,987 300 300 30,287 6,949 - 19,751 26,700 |
Last year to the nearest £ |
| General Club (Trading Receipts) | 5,139 | 3,992 | |||
| Online Workshops 2022 | - | 731 | |||
| Online Workshops 2023 | 2,080 | - | |||
| Spring Fling 2023 (In Person) | - | 1,200 | |||
| Spring Fling 2024 (In Person) | 1,300 | - | |||
| Annual Weekend 2022 | - | 24,955 | |||
| Annual Weekend 2023 | 27,928 | 670 | |||
| Annual Weekend 2024 | - | - | |||
| Loan Instrument Deposits (Received) | - | 250 | |||
| Gift Aid | - | - | |||
| General Donations | 170 | 146 | |||
| Sub total(Gross income for AR) | 36,616 | 31,943 | |||
| A2 Asset and investment sales, (see table). |
|||||
| Loan Instrument Sales | 320 | - | |||
| Sub total | 320 | - | |||
| Total receipts A3 Payments |
|||||
| 31,943 | |||||
General Club (Trading Costs) |
1,626 | 1,826 | |||
| Online Workshops 2022 | 716 | ||||
| Online Workshops 2023 | 1,917 | - | |||
| Spring Fling 2023 (In Person) | 100 | 1,029 | |||
| Spring Fling 2024 (In Person) | 1,444 | - | |||
| Annual Weekend 2022 | - | 21,984 | |||
| Annual Weekend 2023 | 23,215 | 4,044 | |||
| Annual Weekend 2024 (deposit) | - | 4,698 | |||
| General Admin/Governance Costs | 1,386 | 1,544 | |||
| Loan Instrument Deposits (Returned) | 200 | ||||
| Charitable Grants/Donations (England/Wales) | - | - | |||
| Charitable Grants outside England & Wales | - | - | |||
| **Sub total ** | 29,687 | 36,042 | |||
| A4 Asset and investment purchases, (see table) |
|||||
Loan Instrument Purchases |
300 | - | |||
| **Sub total ** | 300 | - | |||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||
| 36,042 | |||||
| 6,949 | - | - | 6,949 | - 4,099 | |
| - | - | - | - | - | |
| 18,390 | 1,361 | - | 19,751 | 23,850 | |
| 25,339 | 1,361 | - | 26,700 | 19,751 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds |
Bank Cash Total cash funds (agree balances with receipts and payments account(s)) Paypal Details |
Unrestricted funds to nearest £ 24,877 462 - 25,339 OK |
Restricted funds to nearest £ 1,361 - - 1,361 OK |
Endowment funds to nearest £ |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK |
(agree balances with receipts and payments account(s))
25/07/2024
CCXX R1 accounts (SS)
1
| Signed by one or two trustees on behalf of all the trustees B5 Liabilities B4 Assets retained for the charity’s own use B2 Other monetary assets B3 Investment assets |
Details Details Instrument Deposits Loan Instrument Inventory Signature Details Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) Unrestricted - - - - - - - Fund to which liability relates Amount due (optional) Restricted 300 - - - - Sally Elizabeth Whytehead Sandra Hudson Print Name |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| 10,415 | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval | |||
| Sally Elizabeth Whytehead | 23/07/2024 | ||
| Sandra Hudson | 23/07/2024 |
25/07/2024
CCXX R2 accounts (SS)
2
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of NONSUCH DULCIMER CLUB On accounts for the year ended 31 MARCH 2024 Charity no (rf any) 1184249 Set out on pages I report to the tnjstees on my examination of the accounts of the above charity (llhe Trusf) for the year ended 3110312020 Responsibilities and As the charity trustees of the Trust. you are responsible for the preparation basis of report of the aixounts in aC(rdan with the requirements of the Charities Act 2011 fthe Acr). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carytng out my examination. I have followed the applicable Directions given by the Charity Commission under section 145(5)Ib) of the Act. I have (x)mpleted my examination. I nfirM that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordan with section 130 of the Act or the accounts do not arLord the accounting records Independent examinerfs statement I have no concems and have come a(xoss no other matters in connection with the examination to vthich attention should be drawn in order to enable a proper understanding of the a<xounts to be reached. Signed: Date: 0910812024 Name: Peter David Answer Relevant professional qualification{sl or body (if any): Address: 11 Atherstone Court Two Mile Ash Milton Keynes. MK8 8AE Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). IER October 2018
Give here brief details of any Items that the examiner wishes to disclose. IER October 2018