## **Trustees’ Annual Report for the period** **From 01/04/2021 Period start date To 31/03/2022 Period end date** **Charity name: The Elgar Festival** ## **Charity registration number: 1186804** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To foster & promote the education and**
**enjoyment of the life & works of Sir**
**Edward Elgar.**
**To engage in fundraising throughout the**
**year to support a calendar of events as**
**well as those good causes which fall**
**within the remit of the organisation.**
**To network with existing similar events**
**and to foster goodwill towards the**
**festival and to cross promote such**
**events.**
**To engage in programmes which fall**
**within the remit of the organisation**
**which are both fun and developmental.**
**To engage the public, in particular with**
**young people in areas of social**
**deprivation where enjoyment of such**
**material is uncommon or difficult to**
**come by.**| |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
1.19|**The Elgar Festival engages in**
**fundraising activities in order to support**
**an annual music festival celebrating the**
**life work and music of Edward Elgar. The**
**Festival comprises of several separate**
**events featuring high profile performers**
**and aims to be inclusive. All events are**
**either free or low cost. BAME and female**
**composers of Elgar's generation are a**
**feature of the Festival.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**All trustees have regard to the Charity**
**Commission’s public benefit guidance**
**when exercising any powers or duties to**
**which the guidance is relevant.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|**N/A**| |Policy on social investment
including program related
investment|Para 1.38|**N/A**| |Contribution made by
volunteers|Para 1.38|**Volunteers contribute to the organisation**
**of the festival throughout the year and**
**act as ushers during the festival period.**| |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|**Due to covid restrictions, the 2021**
**festival was held over from the planned**
**period in June until October. The three**
**day festival included included recitals,**
**concerts, talks and exhibitions. With the**
**easing of restrictions the 2022 festival**
**was planned to revert to the traditional**
**time of early June.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|| |Amount of reserves held|Para 1.22|| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| ## **Additional information (optional)** You may choose to include further statements where relevant about: The charity’s principal sources of funds (including Para 1.47 any fundraising) |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |---|---|---| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Constitution**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Association**| |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|**Elected by committee**| ## **Additional information (optional)** You may choose to include further statements where relevant about: Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works |Relationship with any related
parties|Para 1.51|| |---|---|---| |Other||| ## **Reference and Administrative details** |Charity name|The Elgar Festival| |---|---| |Other name the charity uses|N/A| |Registered charity number|1186804| |Charity’s principal address|6 Carriage Close
St John’s
Worcester
WR2 6AE| ||| ## **Names of the charity trustees who manage the charity** ||**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or body)**
**entitled to appoint trustee**
**(if any)**| |---|---|---|---|---| |1
3
4
5
6
7
8
9
10
11
12
13
14|Dr Adrian
Stewart
Gregson|Chairman||The Elgar Festival
Committee| ||Anne
Renshaw|Development
Officer||The Elgar Festival
Committee| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| 15 16 17 18 19 20 Corporate trustees – names of the directors at the date the report was approved **----- Start of picture text -----**
Director name
**----- End of picture text -----**
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|N/A| |---|---| |Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|N/A| |Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own assets|N/A| **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **----- Start of picture text -----**
Type of Name Address
adviser
**----- End of picture text -----**
**Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **N/A** ## **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)** Stuart Robert Freed **Position (eg** Hon. Secretary **Secretary, Chair, etc)** **Date** 12 November 2022 ELGAR FESTNAL YMr ondod 31st Ma￿h 2021 Y•ar end￿ 31st March 2022 RECEIPTS AND PAYMENTS Accoupir RECEIPTS Grants- Locai Authofit Private trusts 1 Foundations Arts Council Box Office Recapls Sale of programm8s Miscellaneous income 10.500.00 6,C(NJ.IX) 23,175.00 10.332.11 1.042.30 0.00 0.00 0.00 491.10 34.87 525.97 51,086.39 PAYMENT8 Marketing and promot#)nal AJ11stic and Crealfve Venue hire Box Offic& Settlemonts Music Scores Mlscellaneous expendlture (8.895.51) {11.855.73) {6.998.71) {16,284.82) {798.80) 12,400.001 0,00 0.00 3.080.61 630.53 3.829.33 (47,115.38) Excess of (payn￿nts over recelptsl I recelpts over Fqyments prevKJus year 3,971.01 13,303.36> Balanco brought forward at Start of year 1,875.50 5,178.86 Balance ¢arrted foThvdrd at 31st March 2022 As at 31st IAarch 2022 AB at31•t March 2021 STATEMENT OF ASSEfs AND UABILrriES Cash at BarcLqy8 Bank 1875.50 ELGAR FESTIVAL APPENDIX TO THE ANNUAL REPORT FOR YEAR ENDED 31ST MARCH 2022 - FINANCIAL REVIEW The 2021 festival was held in October. during the half term. Thls had been delayed from its usual time of the weekend nearest to Elgarfs birthday. usually the first weekend in June, due to the Covid pandemic, having been cancelled in 2020 altogether. The 2022 festival retumed to its usual slot The festival was supported by a grant from the kn Council of £23,175 as well as Local Authority grants amounting to £10.5￿ and private income from trusts and foundations of £6,OCKI. The festival is very appreciative of these grants and donations. Total income was £51,086, which includes sales of tickets and programmes. total cost of putting on the festtval was £47,115. which includes artists, the orchestra, venue hire and other associated costs. As at 31st March the festival had £5.847 in its current account at Bardays Bank. Sue Wright Bsc FCCA Treasurer 10th August 2022 INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE ELGAR FESTIVAL I report to the trustees on my examination of the accounts of the Elgar Festical, Worcester for the year ended 31st March 2022. Re8pon8iblliti08 and ba818 of the Y•port As trustees you are responsible for the preparation of the accounts in accordan(x th the requirements of the Chanties Act 2011 ('the Act,). I raport in respect of my examination of trustees, accounts carried out under section 145 of the 2011 Act and in Garying out my examination I have followed all the applicable Directions given by the Charity Commissioners und&r section 145(5)(b) of the A Indopendent Examln•Vs Statsm•nt I have completed my examination. I confinn that no material matters have o)me to my attention in connection wlth the examination giviNJ me cause to believe that in any material re8pect:_ accountlng record8 were not kept in respect of the trustees as required by 8ethn 130 of the Act. or {ii) the accounts do not accord with those records. I have no concems and have come across no other matters in conr)ection with the examination to which attention should be drawn in this report in order to enable proper understsnding of the accounts to be reached. Jackle Rellly Bsc CPFA 8 Amid Road Canvey181and Essex SS8 8EB Ind•￿Trdent Examiner Ii'MJugf 2011