OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-08-31-accounts

Charity Number: 1189066

RICHARD SHEPHARD MUSIC FOUNDATION

(Charitable Incorporated Organisation)

REPORT AND FINANCIAL STATEMENTS

for the year ended

31 August 2024

RICHARD SHEPHARD MUSIC FOUNDATION Charity Number: 1189066

REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2024

CONTENTS Page
Chairman's Report 1 - 2
Trustees' Report 3 - 6
Independent Examiner's Report 7
Statement of Financial Activities 8
Balance Sheet 9
Notes to the Accounts 10 - 17
Impact Report_(not forming part of the Report and Financial Statements)_

RICHARD SHEPHARD MUSIC FOUNDATION

CHAIRMAN’S REPORT FOR THE YEAR ENDED 31 AUGUST 2024

Chairman’s Report for the year ended 31 August 2024

The Foundation was established following the death of Dr Richard Shephard in 2021. Its main objective is to increase musical opportunities for young children, so they can experience the great many educational, health, and wellbeing benefits that music can bring.

We have plenty to celebrate from the Foundation’s third year of activity.

We have been able to extend our programme delivering music in schools from 22 to 28 primary schools. This meant that by the end of August 2024, 6,500 children in the region were receiving a subsidised weekly music lesson throughout their primary years. We hope to increase this to over 10,000 by 2026. The vast majority of our partner schools stay on the programme once they have joined, meaning we are able to deliver consistently in each community over a long period of time, with children in our earliest schools now receiving over three years of weekly music throughout primary school.

We have also been able to grow our programme of music holiday clubs and choirs with over 1,600 children being involved in our extracurricular music activities during this reporting period. At recent holiday clubs, the number of children attending who were eligible for Free School Meals averaged 57% - with one club in Scarborough where 85% of the children participating were eligible, and the number of children attending with special educational needs averaged 26%.

At the end of each club, the children attending put on a short performance for their parent/carers. We encourage the adults attending to join in with this performance, so although adults are not direct participants, there are opportunities for them to be involved and to do some family music-making.

To ensure we’re making the most impact with our resources, we focus on delivering our Clubs in areas of high disadvantage – we currently run clubs in 4 key locations (Clifton in York, Eastfield in Scarborough, Ladgate in Middlesbrough, and Selby town), with additional Clubs where possible – including most recently in Hutton-le-Hole, Ryedale, aimed at children affected by rural isolation. Over the past 18 months we have also partnered with FEAST (North Yorkshire’s Holiday Activities and Food scheme) to ensure that young people who are eligible for Free School Meals have priority access to the clubs we run in North Yorkshire and we recently received an award from them for ‘Best Provider for Culture and Creativity’.

Added to that, our annual Make Music Day involved over 300 children taking part in workshops with professional musicians at the Creative Centre at York St John University.

Watch our latest video here: Make Music Day 2024 from Richard Shephard Music Foundation

A full Impact Report for the year can be seen at the end of this report, or online here: - https://www.rsmf.org.uk/our impact

Our office team of three staff moved to new offices in Marygate York in early 2024. Through our contract with Sing Education (who recruit and train music specialists and deliver music in our schools), we have now been able to offer permanent teaching jobs to 13 musicians and a manager to oversee their development. We also have a network of talented, inspiring freelance musicians, who we use to deliver activities. We have a small team of committed volunteers who are vital to the smooth running of our larger events, and we intend to develop further volunteer opportunities as we grow.

As planned, our team of Trustees grew with three new Trustees appointed during the year. My fellow Trustee Ron Cooke and I will both have reached the end of our tenures on the Trustee Board by the time this report is published. We have both thoroughly enjoyed our roles in the Foundation and are incredibly grateful to the efforts of all former and present Trustees and staff.

1

RICHARD SHEPHARD MUSIC FOUNDATION

CHAIRMAN’S REPORT FOR THE YEAR ENDED 31 AUGUST 2024

This work would not have been possible without the vision of the late Dr Richard Shephard, the donors who have generously supported the Foundation, our partner organisations, especially Sing Education, and the schools on our programme. We owe you all a debt of gratitude and are pleased to have had another successful year working together.

Michael Benson MBE Chairman (to 31 December 2024)

2

RICHARD SHEPHARD MUSIC FOUNDATION

TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 31 AUGUST 2024

The Trustees present their annual report together with the financial statements of the Charitable Incorporated Organistation (CIO) for the year ended 31 August 2024. The financial statements have been prepared in accordance with statutory requirements, the CIO’s governing document and the Statement of Recommended Practice: Accounting and Reporting by Charities (SORP FRS 102).

Reference and Administrative Details of the Charity, its Trustees and Advisers

Charity Name and Number

Richard Shephard Music Foundation: registered charity number 1189066 (Charitable Incorporated Organisation)

Correspondence Address

29 Marygate, YORK, YO30 7DR

Trustees

Richard Grosberg (Chair) The Hon Michael Benson MBE (Chair – resigned 31 December 2024) The Very Revd Dominic Barrington (resigned 17 November 2023) Phillip Breen (resigned 30 June 2024) Sir Ron Cooke (resigned 31 December 2024) Professor Lynne Dawson Edward Young Andrea Hayes (appointed 19 March 2024) David Pipe (appointed 19 March 2024) James Downey (appointed 19 March 2024)

Bankers: Lloyds Bank, 1 Legg Street, CHELMSFORD, Essex, CM1 1JS

Independent Examiner: Adrian Rodaway BA, BFP, FCA, DChA, HPH Chartered Accountants, 54 Bootham, YORK, YO30 7XZ

Structure, Governance and Management

Nature of governing document

Richard Shephard Music Foundation is a Charitable Incorporated Organisation (CIO) governed by a foundation model constitution. The Charity was registered on 15 April 2020.

Recruitment and appointment of trustees

The Foundation must have no fewer than three Trustees and no more than eleven Trustees. The Trustees are the Members of the Foundation. The composition and skill base of the Trustee body is reviewed at least annually, with the aim of ensuring the mix of skills and experience needed to run the Foundation effectively. Trustees are appointed by the Trustee body for a period of up to three years, and may be reappointed.

3

RICHARD SHEPHARD MUSIC FOUNDATION

TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 31 AUGUST 2024

Objectives and Activities

The principal objects as stated in the governing document are to advance the musical education of children and young people in Yorkshire and such other areas as the trustees shall from time to time determine, by enhancing the knowledge, experience, enjoyment, understanding and performance of music, including through some or all of tuition, master-classes, events, concerts and the use of assistive technology.

The Trustees believe they have complied with the duty in section 17(5) of the Charities Act 2011 to have due regard to guidance published by the Charity Commission in regard to public benefit.

Achievements and Performance

In our previous report we outlined plans for 2023/2024 – here is an update of what’s been achieved:

Objective from last year’s report Update
To deliver subsidised music lessons in primary
schools for over 10,000 young people by 2026.
2023/24 target: delivering music to 6,500 children.		 Achieved.We are now working in 28 primary schools
and teaching over 6,500 children each week. We are
on track to meet our target of 10,000 children by 2026.
To increase the impact and breadth of our
community music activities, clubs, and choirs
further to support our Schools Programme –
focusing particularly on the areas of our region
where young people have the greatest financial
and geographical barriers to music.		 Achieved.Over 1,600 children were involved in our
community music activities during this reporting
period with 47 events and performances held during
the year.
To work with partners to guide children towards
opportunities to continue their musical journey
from 11+ (such as secondary school music, local
choirs, bands, ensembles and orchestras, music
hub services, and other music projects).		 Achieved.During 2023/2024 we launched our ‘Don’t
Stop the Music’ web pages to help signpost children
to local bands and choirs. This information was sent
to all children leaving Year Six.

Plans for Future Periods

We updated our Business Plan following our annual strategy day and reconfirmed our target to deliver subsidised music lessons in primary schools for over 10,000 young people by 2026. Specifically:

We will continue to develop new services for our current schools/communities via partners and work with other providers as appropriate.

We will develop a plan to expand our engagement programme and events such as Make Music Day and our holiday club provision – more clubs in the most disadvantaged areas.

The Trustees decided generally that the emphasis of the organisation should shift from a strategy aimed primarily at growth to a focus on quality and evaluation, while at the same time retaining the balance of activities we undertake.

4

RICHARD SHEPHARD MUSIC FOUNDATION

TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 31 AUGUST 2024

Financial Review

We maintained a balanced range of income sources during 2023/2024. We were able to increase the percentage of income from charitable activities to 60% in line with the expansion of the schools programme, with the remainder of income being from other sources including grants and donations. We saw a steady increase in income from Trusts and Foundations following an increase in emphasis on funding applications. This helped counteract the inevitable fall in levels of private donations given in Richard’s memory.

2020/2021 (pre-
launch/staff)		 2021/2022 2022/2023 2023/24
100% Private Donors 7% Charitable Activities
31% Private Donors
39% Trusts & Foundations
5% Gift Aid
18% Legacies, Royalties and
Other Income		 42% Charitable Activities
24% Private Donors
13% Trusts & Foundations
6% Gift Aid
6% Corporate Donors
6% Grants and Partners
3% Legacies, Royalties and
Other Income		 60% Charitable Activities
17% Trusts & Foundations
8% Private Donors
4% Corporate Donors
8% Grants and Partners
2% Gift Aid
1% Bank interest

It was agreed that the focus should now be on developing relationships with larger funders and shifting where possible to multi-year grants, while protecting the enviable balanced range of income.

The total funds held by the Charity at 31 August 2024 amounted to £211,463 of which £45,970 related to restricted reserves. Free reserves, being unrestricted, undesignated funds not tied up in fixed assets, amounted to £164,282.

Reserves policy

The Trustees have agreed that we should aim to hold a minimum of one school term of running costs. In the current period these costs would be in the order of £144,000. Free reserves, being unrestricted, undesignated funds not committed to fixed assets, amounted to £164,282. This is in excess of the reserves policy and the funds will be applied to the Charitable Objects.

Statement of Trustees’ Responsibilities

Charity law requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the charity’s financial activities during the year and of its financial position at the end of the year. In preparing the financial statements, the Trustees are required to:

The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy the financial position of the charity and which enable them to ensure that the financial statements comply with the Charities Act 2011. They are responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

5

RICHARD SHEPHARD MUSIC FOUNDATION

TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 31 AUGUST 2024

Signed on behalf of the Trustees on 22 April 2025

Richard Grosberg Chair

6

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF

RICHARD SHEPHARD MUSIC FOUNDATION

I report to the trustees on my examination of the accounts of Richard Shephard Music Foundation for the year ended 31 August 2024.

This report is made solely to the Charity's Trustees, as a body, in accordance with Section 154 of the Charities Act 2011. My independent examination work has been undertaken so that I might state to the Charity's Trustees those matters I am required to state to them in an Independent Examiner's Report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the Charity and the Charity's Trustees as a body, for my independent examination work, for this report, or for the opinions I have formed.

Responsibilities and basis of report

As the charity trustees of the Charity 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 carried out under section 145 of the 2011 Act and 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

Since the Charity’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.

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 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view which is not a matter considered as part of an independent examination.

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.

Adrian Rodaway BA, BFP, FCA, DChA HPH, Chartered Accountants 54 Bootham YORK YO30 7XZ

22 April 2025

7

RICHARD SHEPHARD MUSIC FOUNDATION

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 AUGUST 2024

Notes
Income and endownments from
Donations and legacies
2
Charitable activities
3
Other income
Investment income
Total
Expenditure on:
Charitable activities
4
Raising funds
5
Total
Net income/(expenditure)
6
Transfers between funds
Net movement in funds
Total funds brought forward at 1
September 2023
Total funds carried forward at 31
August 2024		 Unrestricted
Funds
£
73,856
271,941
1,556
4,974
352,327
423,747
53,943
477,690
(125,363)
-
(125,363)
290,856
165,493
£		 Restricted
Funds
£
112,125
12,300
-
-
124,425
81,518
117
81,635
42,790
-
42,790
3,180
£ 45,970		 2024
£
185,981
284,241
1,556
4,974
476,752
505,265
54,060
559,325
(82,573)
-
(82,573)
294,036
211,463
£		 2023
182,007
138,625
9,274
-
329,906
314,678
23,033
337,711
(7,805)
-
(7,805)
301,841
294,036
£

The notes on pages 10 to 17 form part of these accounts.

8

RICHARD SHEPHARD MUSIC FOUNDATION

BALANCE SHEET AT 31 AUGUST 2024 Charity Number: 1189066

Notes
Fixed assets:
Tangible assets
9
Current assets:
Cash at bank and in hand
Debtors
10
Total current assets
Liabilities:
11
Net current assets
Total assets less current liabilities
The funds of the charity:
Unrestricted funds:
General funds
12
12
13
Designated
Restricted funds
Total charity funds
Creditors: amounts falling due within one year		 31 August
2024
£
1,211
163,887
53,941
217,828
7,576
210,252
211,463
£
165,493
-
45,970
211,463
£		 31 August
2023
1,127
261,111
38,830
299,941
7,032
292,909
294,036
£
130,856
160,000
3,180
294,036
£

Approved by the Trustees on 22 April 2025 and signed on their behalf by:

Edward Young Trustee

The notes on pages 10 to 17 form part of these accounts.

9

RICHARD SHEPHARD MUSIC FOUNDATION

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2024

1. ACCOUNTING POLICIES

a) Basis of preparation

The Accounts have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic or Ireland (FRS 102) (effective 1 January 2019) - (Charites SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102).

Richard Shephard Music Foundation meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).

The principal address of the Charity is: 29 Marygate, YORK, YO30 7DR

b) Preparation of accounts on a going concern basis

c) Funds structure

Unrestricted funds are funds which can be used in accordance with the charitable objects at the discretion of the Trustees. Designated funds are funds which have been set aside by the Trustees for a specific purpose. Restricted funds represent funds received for purposes restricted by the wishes of the donor.

d) Income

Income is recognised when the Charity has entitlement to the funds, any performance conditions attached to the item(s) of income have been met, it is probable that the income will be received and the amount can be reliably measured.

e) Expenditure

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. Expenditure is classified under the following activity headings:

Expenditure on charitable activities relates to activities undertaken to further the purposes of the charity and includes their associated support costs.

Support costs include central functions and governance costs, and have been allocated to activities on a basis consistent with the use of those resources, e.g. allocation of staff costs by time spent and other costs by their usage. Governance costs include those incurred in the governance of the charitable company and its assets and primarily associated with constitutional and statutory requirements.

Expenditure on raising funds relates to activities undertaken to raise funds for the charity.

f) Taxation

As a registered charity, the Charity is exempt from the payment of Corporation tax in respect of its charitable activities.

10

RICHARD SHEPHARD MUSIC FOUNDATION

NOTES TO THE ACCOUNTS - CONTINUED FOR THE YEAR ENDED 31 AUGUST 2024

1. ACCOUNTING POLICIES (continued)

g) Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered.

h) Creditors and provisions

Creditors and provisions are recognised where the Charity has a present obligation resulting from a past event that will probably result in a transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

i) Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of twelve months or less from the date of acquisition or opening of the deposit or similar account.

j) Fixed assets

Tangible fixed assets are depreciated over their expected useful lives at the following annual rates:

Computer equipment over 3 years Office furniture over 5 years

k) Pension scheme

The charity pays defined contributions into personal pension plans for its employees. Pension costs are charged to the Statement of Financial Activities (SOFA) and represent the contributions payable by the charity in the period.

2. DONATIONS AND LEGACIES

Donations and grants
Gift Aid		 Unrestricted
Funds
£
64,453
9,403
73,856
£		 Restricted
Funds
£
112,125
-		 2024
2023
£
£
176,578
163,297
9,403
18,710
185,981
£
182,007
£
112,125
£

In 2023, donations and legacies totalling £24,152 related to restricted funds.

3. CHARITABLE ACTIVITIES

Schools' fees
Other activities		 Unrestricted
Funds
271,941
-
271,941
£		 Restricted
Funds
-
12,300		 2024
271,941
12,300
284,241
£		 2023
138,625
-
£ 12,300 138,625
£

In 2023, no amounts related to restricted funds.

RICHARD SHEPHARD MUSIC FOUNDATION

NOTES TO THE ACCOUNTS - CONTINUED FOR THE YEAR ENDED 31 AUGUST 2024

4. ANALYSIS OF EXPENDITURE ON CHARITABLE ACTIVITIES

Costs directly allocated to activities:
Cost of events
Freelance costs
Support for Schools Programme
Teaching fees
Wages and salaries
Support costs:
Wages and salaries
Office costs - light, heat, cleaning etc
Accountancy fees
Advertising, marketing and branding
Legal costs
Bank charges
Depreciation
Hospitality and entertainment
Insurance
IT software and consumables
Trustees' expenses
Payroll costs
Staff training
Statutory accounts and Independent
Examination fees
Sundry expenses
Telephone and internet
Travel and subsistence
Total expenditure on charitable
activities
Miscellaneous equipment
Photography
Printing, postage and stationery
Recruitment
Rent and service charges
Subscriptions		 Unrestricted
Funds
£
19,217
900
54,310
266,771
14,692
1,990
8,397
113
1,116
367
1,988
3,682
180
2,811
3,377
1,230
-
1,467
-
8,090

440
559
2,970
2,879
1,444
996
371
23,390		 Restricted
Funds
£
15,465
-
42,446
-
23,607
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 2024
£
34,682
900
96,756
266,771
38,299
1,990
8,397
113
1,116
367
1,988
3,682
180
2,811
3,377
1,230
-
1,467
-
8,090
440
559
2,970
2,879
1,444
996
371
23,390		 2023
£
15,161
1,250
47,040
153,187
38,924
3,083
7,129
105
876
345
1,756
1,948
1,960
359
-
1,080
379
1,211
1,509
10,440
93
-
2,775
745
744
1,996
327
20,256
423,747
£		 81,518
£		 505,265
£		 314,678
£

In 2023, expenditure on charitable activities totalling £20,972 related to restricted funds.

12

RICHARD SHEPHARD MUSIC FOUNDATION

NOTES TO THE ACCOUNTS - CONTINUED FOR THE YEAR ENDED 31 AUGUST 2024

5. ANALYSIS OF EXPENDITURE ON RAISING FUNDS

Wages and salaries
Banking fees
Fundraising costs		 Unrestricted
Funds
£
53,486
294
163
53,943
£		 Restricted
Funds
£
-
-
117
117
£		 2024
£
53,486
294
280
54,060
£		 2023
£
20,408
302
2,323
23,033
£

In 2023, no amounts related to restricted funds.

6. NET INCOME/EXPENDITURE FOR THE YEAR

The deficit (2023 - deficit) for the year is stated after charging:

2024 2023
£ £
Depreciation 1,116 876
Independent Examiner's remuneration 2,970 2,775
Other fees paid to Examiner 1,990 3,083

7. STAFF COSTS AND TRUSTEES' REMUNERATION

Gross salaries and wages
Employer's pension contributions
Employer's national insurance contributions		 2024
£
106,624
4,177
4,374
115,175
£		 2023
£
74,589
2,680
2,319
79,588
£

The average number of employees in the year was 3 (2023 - 2) . There were no employees with emoluments above £60,000 in the year (2023 - none).

Travel expenses totalling £371 were paid for 1 Trustee (2023 - £327 1 Trustee). No other remuneration, benefits or expenses were received by any of the Trustees who held posts during the year in respect of their services to the Charity.

The key management personnel of the Charity comprise the Trustees and the Chief Executive Officer. The total employee benefits of the key management personnel were £53,710 (2023 - £50,600).

8. RELATED PARTY TRANSACTIONS

Donations received from related parties in the year totalled £9,725 (2023 - £39,192). There were no other related party transactions.

13

RICHARD SHEPHARD MUSIC FOUNDATION

NOTES TO THE ACCOUNTS - CONTINUED FOR THE YEAR ENDED 31 AUGUST 2024

9. FIXED ASSETS

Cost:
At 1 September 2023
Additions
At 31 August 2024
Depreciation:
At 1 September 2023
Charge for the year
At 31 August 2024
Net book values
At 31 August 2024
At 31 August 2023
All fixed assets relate to unrestricted funds.		 Office
furniture
£
-
1,200
1,200
-
240
240
960
£
-
£		 Computer
equipment
£
2,636
-
2,636
1,509
876
2,385
251
£
1,127
£		 Total
£
2,636
1,200
3,836
1,509
1,116
2,625
1,211
£
1,127
£

10. DEBTORS

DEBTORS
Trade debtors
Prepayments
Accrued income
VAT
Gift Aid recoverable
Other debtors		 Unrestricted
Funds
£
6,457
26,101
-
21,326
57
-
53,941
£		 Restricted
Funds
£
-
-
-
-
-
-
-
£		 2024
£
6,457
26,101
-
21,326
57
-
53,941
£		 2023
£
3,172
1,870
3,909
12,840
262
16,777
38,830
£

In 2023, no amounts related to restricted funds.

11. CREDITORS: amounts falling due within one year

Accruals and deferred income
Trade creditors
Other creditors		 Unrestricted
Funds
£
3,228
3,727
621
7,576
£		 Restricted
Funds
£
-
-
-
-
£		 2024
£
3,228
3,727
621
7,576
£		 2023
£
3,402
445

3,185
7,032
£

In 2023, no amounts related to restricted funds.

14

RICHARD SHEPHARD MUSIC FOUNDATION

NOTES TO THE ACCOUNTS - CONTINUED FOR THE YEAR ENDED 31 AUGUST 2024

12. UNRESTRICTED FUNDS

Current period

Current period
Designated funds
Schools Programme
General funds
Total unrestricted
funds		 Balance b/f
01/09/2023
160,000
130,856
290,856
£		 Incoming
Resources
-
352,327		 Resources
Expended
(54,310)
(423,380)		 Transfers
(105,690)
105,690
-
£		 Balance c/f
31/08/2024
-
165,493
352,327
£		 (477,690)
£		 165,493
£

The Schools Programme represented the amount allocated towards the cost of supporting the work in schools. The Trustees have made the decision not to designate this going forward. The balance at the year end has, therefore, been transferred to general funds.

Comparative period

Designated funds
Schools Programme
General funds
Total unrestricted
funds		 Balance b/f
01/09/2022
-
301,841
301,841
£		 Incoming
Resources
-
305,754		 Resources
Expended
-
(316,739)		 Transfers
160,000
(160,000)
-
£		 Balance c/f
31/08/2023
160,000
130,856
305,754
£		 (316,739)
£		 290,856
£

13. RESTRICTED FUNDS

Current period

Current period
Big Give Christmas Challenge 2023
Hillards Trust
Holbeck Charitable Foundation
Royal Birmingham Conservatoire
York Music Hub, York Schools
Programme
North Yorkshire County Council - HAF
Make Music Day
Cash for Causes
Shears Foundation
The Ed De Nunzio Charitable Trust
The Purey Cust Trust
The
Whitwam
Family
Charitable
Foundation		 Balance b/f
01/09/2023
-
-
-
-
-
-
-
3,180
-
-
-
-		 Incoming
Resources
10,000
1,000
30,000
12,300
22,931
3,974
4,000
9,720
5,500
10,000
7,500
7,500		 Resources
Expended
(10,000)
-
(15,000)
(12,300)
(22,931)
(3,974)
(4,000)
(3,180)
(2,750)
-
-
(7,500)
(81,635)
£		 Balance c/f
31/08/2024
-
1,000
15,000
-
-
-
-
9,720
2,750
10,000
7,500
-
3,180 124,425
£		 45,970
£

15

RICHARD SHEPHARD MUSIC FOUNDATION

NOTES TO THE ACCOUNTS - CONTINUED FOR THE YEAR ENDED 31 AUGUST 2024

13. RESTRICTED FUNDS (CONTINUED)

Comparative period

Comparative period
York Music Hub, Make Music Day
Cash for Causes
Shears Foundation (staffing)
Big Give Christmas Challenge 2022
York Music Hub, York Schools
Programme
North Yorkshire County Council -
HAF		 Balance b/f
01/09/2022
-
-
-
-
-
-
-		 Incoming
Resources
4,970
1,500
3,180
5,000
8,984
518
24,152
£		 Resources
Expended
(4,970)
(1,500)
-
(5,000)
(8,984)
(518)
(20,972)
£		 Balance c/f
31/08/2023
-
-
3,180
-
-
-
3,180
£

Big Give Christmas Challenge 2023 - Funding towards the expansion of the Schools Programme.

Hillards Trust - Funding towards York-based work.

Holbeck Charitable Foundation - Funding towards the expansion of our Schools Programme in 2024/2025.

Royal Birmingham Conservatoire - Kodaly Inspired Singing Scholarships

York Music Hub, York Schools Programme - Funding to subsidise and develop the Schools Programme in York.

North Yorkshire County Council - HAF (Holiday Activities and Food) - Funding towards holiday clubs.

Make Music Day - Funding towards Make Music Day.

Cash for Causes - Funding towards providing weekly music at Eastfield primary schools.

Shears Foundation - Funding restricted towards our programme in York during 2023/2024 and 2024/2025 including schools programme, York holiday clubs, Make Music Day and proportion of related salaries and overheads.

The Ed De Nunzio Charitable Trust - Funding towards York-based work.

The Purey Cust Trust - Funding towards York-based work.

The Whitwam Family Charitable Foundation - Funding towards York-based work.

Big Give Christmas Challenge 2022 - Funding towards the programme of music holiday clubs during 2023.

York Music Hub, Make Music Day - Funding towards Make Music Day.

Shears Foundation (staffing) - Funding towards core staffing costs to expand the Schools Programme in York schools.

16

RICHARD SHEPHARD MUSIC FOUNDATION

NOTES TO THE ACCOUNTS - CONTINUED FOR THE YEAR ENDED 31 AUGUST 2024

14. ANALYSIS OF NET ASSETS BETWEEN FUNDS

Current period
Unrestricted Funds
Restricted funds
Comparative period
Unrestricted Funds
Restricted funds		 Fixed
Assets
£
1,211
-
1,211
£
Fixed
Assets
£
1,127
-
1,127
£		 Current
assets
£
171,858
45,970
217,828
£
Current
assets
£
296,761
3,180
299,941
£		 Current
liabilities
£
(7,576)
-
(7,576)
£
Current
liabilities
£
(7,032)
-
(7,032)
£		 Total
£
165,493
45,970
211,463
£
Total
£
290,856
3,180
294,036
£

17

The following pages do not form part of the Report and Financial Statements

18

RICHARD SHEPHARD OUR IMPACT 2023 - 2024

“It's heart-warming to hear about the remarkable progress of the Foundation's work - 10,000 children in the next three years would be incredible and will no doubt have an immensely positive impact on their lives.” Kathryn Rudge, Mezzo-Soprano and Patron of RSMF

2

Welcome

In 2020, while struggling with the impact of Motor Neurone Disease, Dr Richard Shephard and a group of friends began discussing the problem of inequality of access to music education. Who could have imagined that four years later, the lives of thousands of children in our region would have been enriched with so much more music?

Much sadness and loss was felt following Richard’s death in 2021, but much has been achieved in his memory.

These past few years have shown that when passionate people in charities and schools work together with musicians, funders and communities, great things can happen.

“Thank you so much for all that you are doing. It makes such a HUGE difference to children's musical opportunities especially for those who may not have the chance to do these things otherwise.”

School Teacher

As we look forward, we’re excited to explore new avenues to ensure every child experiences the benefits of a high quality music education, wherever they live and whatever their background.

Please join us in thanking all involved in funding or delivering this work as we celebrate achievements and dream of even greater harmonies to come!

Chair of Trustees Hon Michael Benson MBE CEO Cathy Grant

What’s been achieved?

6,500 children are now receiving WEEKLY music lessons throughout their primary years

During 2023/2024 that equated to 7,256 hours of music. We've also held 47 events and performances this year involving 1,600 children.

3

North North Yorkshire Yorkshire

A 1,637

children taught music in this region weekly.

Children from our partner school Barwic Parade have not only had a boost to their weekly music but also have enjoyed becoming stars of the stage and screen, singing in the beautiful Selby Abbey, featuring on Look North and starring in our new film ‘Music is a Key’. Thank you Barwic Parade for the warm welcome and partnership!

Visit the Richard Shephard Music Foundation page on YouTube to see the film. youtube @richardshephardmusicfounda7492

“Music is now part of our daily life here at Barwic, even when RSMF is not in school, music has become a key feature.”

Headteacher, Barwic Parade Community Primary School

4

Highlights

Tees Valley Tees Valley

----- Start of picture text -----
Middlesbrough
----- End of picture text -----

A 2,956

children taught music in this region weekly.

A Our schools here have as many as 58% of their pupils eligible for Free School Meals.

Maisie* (10) lives in Easterside, Middlesbrough, one of the 16% most deprived areas in England (2019 Indices of Multiple Deprivation). She has been taking music lessons with RSMF for three years. Despite learning difficulties and struggles in school, Maisie consistently engages in music sessions: “I feel excited when I have my music lesson – I like singing and dancing.”

----- Start of picture text -----
PINS
SHO
WW
HER
EOU
PA
R
RTN
S
ER
CH
OOL
A
S
E
R
----- End of picture text -----

She doesn’t attend other extracurricular activities but has joined five RSMF Holiday Clubs and two Make Music Day celebrations, performing at York Minster and Yarm Auditorium. RSMF has nurtured her love of music, and she’s inspired to keep learning: “If I could play an instrument, I’d choose the xylophone, but maybe guitar or piano when I’m older.”

York York

Our partner school Hob Moor Primary is based in Westfield Ward – one of the most deprived wards in York. It has the highest percentage of children living in low income families across the entire city – almost twice the York average. More than a third (36%) of pupils at the school are eligible for Free School Meals.

A 1,877 children taught music in this region weekly.

“Jack* has gained lots of confidence in his own ability and is more forthcoming in music lessons with his ideas and performing in front of his peers.”

Teacher, Hob Moor Primary Academy

*not his/her real name

5

The Difference we Make

Our vision is for all children to gain happiness from a lifelong love of music and to receive the social, emotional & educational benefits music can bring.

To achieve this goal, we have two key aims – Improving children’s life chances and Improving music education – which guide the work we deliver, through which we aim to achieve our five key outcomes:

Wellbeing Wellbeing

Knowledge Knowledge For children to have improved skills and knowledge around music

For children to have improved mental and emotional wellbeing

6

confidence confidence For children to have increased confidence

What children learn on our Schools Programme

Our weekly music lessons, delivered with our partner Sing Education, start from nursery and reception with activities to build confidence then use active music making and plenty of singing to take children through a progressive programme throughout their primary years. The lessons support schools to deliver the music curriculum and allow children to gain the following skills:

Musicianship: Pulse and Rhythm — read and perform rhythms and maintain timing.

Musicianship: Pitch — read and perform pitch notation, perform music with dynamics.

Singing & Performing — sing with confidence and perform rounds and partner songs.

Aspirations Aspirations

For children to have increased aspirations

Education Education

For schools to deliver more, and better, music education

Instrumental Performance — using keyboards, tuned percussion or melodic instruments to accompany and play complex melodies.

Composition and Improvisation — planning and composing melodies.

7

Our Schools Programme

School/pupil survey evaluation

Our annual survey of teachers (July 2024) found that, following our sessions:

☺ 🌟 🏆 100% 81% 89% felt their felt their pupils’ felt their school’s pupils’ musical wellbeing was standard of knowledge was improved music delivery improved was improved 🎉 🎻 🎤 92% 60% 81% felt their pupils felt their pupils’ felt their staff were more aspirations were were more confident increased confident in delivering music

Feedback from pupils echoed these findings

90% of pupils surveyed were able to name something they’d learned that they felt they were particularly good at (evidencing improved knowledge and confidence in their abilities), and 85% told us that music made them feel more positive – with comments including:

“[Performing] makes me feel confident. Powerful. Gives you energy. Feel unique and special. We all have different roles to play”

“[Music] makes me feel happy because it’s what I love the most”

“Music helps us with other things in our lives... We would love a longer music lesson.”

Independent Lesson Observations

Each year, we have our lessons evaluated by a team of independent observers. For 2024, our observers scored 66% of the elements they observed ‘Outstanding’ (66%), with a further 34% rated ‘Good’.

Comments from our observers included:

"A very good level of teaching was evident from the start...(the teacher) has a sense of assuredness and delivers with kindness, awareness and sensitivity."

“The years 2/3/4 groups are showing excellent levels of knowledge and understanding of solfa and rhythm as well as more extended musical ideas. They are very keen to participate... [the teacher] is being careful to cover all the developmental stages which is terrific as the strong core learning of this programme lasts right through their primary years and beyond.”

“Since visiting last year, it is most encouraging to see the work continue to develop with precision and flair. These schools are very lucky to have this input as the quality is extremely high.

“The [Reception] pupils will be fantastic musicians when in Y6! They were well engaged and found it fun.”

8

Case study

“Taylor* (10) has been through some upheaval during her primary school years. She has moved schools several times, and her home life has not always felt secure. Taylor has always enjoyed music, but prior to her RSMF-supported lessons, she had never been able to learn consistently.

What’s different about our music delivery?

RSMF’s model is unique in the sector. Our experience of delivering this work shows us how crucial it is to be present over time, providing EVERY pupil in a school with consistent learning EVERY week. The results speak for themselves – by enabling schools to access inspiring, highquality music lessons at an affordable price, we are able to bring music to a huge number of children every week.

Taylor is eligible for Free School Meals due to her household income level, which gives her access to extra support in school – but the instability of her home life has meant she often suffers with low mood: “Most of the time I feel not that good... I struggle with my mental health.” Taylor recently suffered a bereavement, and found that music really helped her process her emotions around this traumatic event: “Music helps, and art – being creative.” Taylor’s RSMF-supported lessons have given her some much-needed stability, and the ability to use her creativity week-in, week-out has given her the opportunity to shine. “[My favourite was] the ukulele – when we did strumming – we watched a video and she showed us how to do it in a fun way. I want to do more music!"

We know that this consistency of delivery is most important for pupils with additional needs – but all pupils will find learning easier and get more benefit if they are taught with consistency and clarity: understanding what they have been taught, what will be coming next and how each relates to the other. We give our pupils the opportunity to excel, by providing clear and consistent learning, every week of every term.

*not his/her real name

9

Our Events and “It was the best Holiday Clubs day of my life!”

Make Music Day 2024 - 300 children gather to make music!

10

Our Holiday Clubs give children a free fun day of music, food and friendship

SCAN this QR code to watch our Make Music Day 2024 highlights

youtube @richardshephardmusicfounda7492

11

MUSIC IS A KEY

Music has the power to change lives. Research shows us the immense impact that engaging with the arts can have – particularly for children from disadvantaged backgrounds.

Students from low-income families who take part in arts activities at school are three times more likely to get a degree than their peers[1]

Children who experience musical training develop higher aspirations, boosting motivation and attainment – giving them an advantage across all school subjects[2]

Participation in arts activities also tends to correlate with socioeconomic status[3] , and lifelong engagement patterns strongly with engagement during childhood – meaning that ensuring all children have access to high-quality arts education can help to reduce inequalities in social and cultural capital[4]

12

We believe all children deserve to access these benefits – which is why our core mission is to open up the doors of opportunity by bringing music-making to schools across our region.

WAYS TO SUPPORT US

Make a one-off donation

In 2024-25, we expect the cost of our full programme to be in the region of £650,000. Around half of this will be raised through our Schools Programme – but the remainder must be raised through charitable donations from individuals, trusts & foundations, and corporate partners.

Every penny we receive makes a difference. There are several ways you can make a one-off donation:

Online: Visit donate.rsmf.org.uk/donate to make an online donation of any amount of your choosing.

If you’d like to support our work, there are several ways you can help:

Bank transfer:

Richard Shephard Music Foundation, Lloyds Bank, Sort code: 30-96-26, Account number: 72571268

Become a Friend of the Foundation

Friends of the Foundation benefit from regular newsletters keeping you updated about our work, key successes, and our events calendar. We also plan a few exclusive concerts and networking events each year to which Friends are invited.

Cheque: Cheques can be sent by post to our office at 29 Marygate, York YO30 7DR – if you’d like to Gift Aid a donation by cheque, please do request a donation form (email info@rsmf.org.uk or phone 07845 878642 ).

To become a friend, we ask you to provide a regular monthly or annual donation to the charity. We leave you the flexibility to set the amount you want to give – the average monthly donation made by Friends of the Foundation is £26. Additionally, if you are a UK taxpayer, by saying yes to Gift Aid on your monthly donation, the Foundation can claim an extra 25p for every £1 you give at no additional cost to you. Visit www.rsmf.org.uk/support for more details.

Spread the word

Raising the profile of the Richard Shephard Music Foundation is so valuable – if you’d like to see our sessions running in your local school, or know somebody who would love the work we do, please do let them know about us! You can direct potential supporters to an online copy of this Impact Report at:

www.rsmf.org.uk/our-impact

4 McDowell, E., Research Digest: Lifelong Cultural Engagement. Version 1: January 2024. Leeds: Centre for Cultural Value.

13

A huge thank you

The Foundation gratefully acknowledges the support and partnership of the following organisations and individuals.

The Liz and Terry Bramall Foundation – The Estate of Dr Richard Shephard – The Holbeck Charitable Trust – The JS & EC Rymer Charitable Trust – GSM Group – The Seedkeep Foundation – The Whitwam Family Charitable Foundation – The Shears Foundation – Patricia and Donald Shepherd Charitable Trust – The Lord and Lady Benson Charitable Trust – The Ed de Nunzio Charitable Trust – Eastfield Cash for Causes – North Yorkshire County Council – The Purey Cust Trust – The Charles & Elsie Sykes Trust – The Sylvia and Colin Shepherd Charitable Trust – The Michael and Lotti Sturge Charitable Trust – The Robin and Henrietta Woods Charitable Trust – The Calmcott Trust – The George A Moore Foundation – The WL Pratt Charitable Trust – The Reed Foundation – Earl Fitzwilliam Charitable Trust – The Samuel Storey Family Trust – York Musical Society – The Persula Foundation – Four Acre Trust – Gay & Peter Hartley’s Hillards Charitable Trust – Headland Consultancy – The Gillham Charitable Trust – Nab Wood Charitable Trust – The Drax Foundation

Sue Nightingale Dorothy Nott

Andrew and Sue Grace Cathy Grant Dr Alison Grey Richard Grosberg The Earl of Halifax Christopher Hall Dr Brian Hebblethwaite Professor Edward Higginbottom Terry Holmes Janet Hopton Nicholas Howard Sam Hucklebridge Mary Hughes Charles Hulme and Maggie Snowling Tiffany Hunt Michael Jackson David and Claire Kenworthy George Knowles

Sandy Anderson Reverend Bill and Celia Ankers Michael Ash Phillip Ashton David Atkinson

Lady Mia and Sir Christopher O’Donnell Geoff Potter

Mr and Mrs Roger Raimes David Rayner CBE Elizabeth Reid Anthony Robards OBE Doreen and John Robinson David Rymer Donis Schweizer Andrew and Margaret Scott Catherine Scott Jonathan Shephard Mark Shephard Piers Shepherd Judy and Jim Stephenson Michael Thomson Rosemary Toy Dr Deborah Trebilco Diane Walker John Warrack Sam Wiggs Catherine Williamson Rosemary Wilson David Winpenny Nicholas Wrigley Sarah York Edward Young

Dame Janet Baker Shelley Richard Baldwin

The Honourable Michael Benson MBE and family

Fred Brown

Ashley Burgess OBE Viv and Jeremy Cassel William Chapman Graham Child Rory Clayton John Cleary Fred Collin

Sir Ron and Lady Barbara Cooke Wendy Cope Lord James Crathorne Lady Deirdre Curteis Stephen Darlington Lynne Dawson Mike and Sharon Dawson Janet Dobson Frances Dodd Lady Downe Professor David Drewry Mr and Mrs James Fenwick Alistair Fitter Sherril Furnell Stephen Galloway

Fiona Le Masurier Nicola LeFanu Chris Legard Michael Lindsell Bob Lowe Lindsay and Elise Mackinlay Ruth Elizabeth Mann

Tim Marks Lord John Mexborough Graham Millar David Miller Harold and Caroline Mozley

Friends of the Foundation

Rosemary and Adrian Anderson Lady Gillian Barron Margaret and Robert Blowey Dr Peter and Bridget Burgess Heidi Carberry Rosemary Downey Andrew and Kate Green Rosemary Gutteridge Elizabeth Mattock Tony May Dawn and David Moores Dr Roger Pierce Ben Saer Jill Shepherd Rob Shepherd Alan Suggett Martin Thomson Helen Wood

Trustees

Michael Benson MBE Sir Ron Cooke Lynne Dawson Edward Young Richard Grosberg David Pipe James Downey Andrea Hayes

14

----- Start of picture text -----
Pupils
Schools where we provide music lessons
taught
Easterside Academy, Middlesbrough 359
Pickering Community Junior School 214
St George’s RC Primary School, Scarborough 112
Gillamoor CE Primary School, North Yorkshire 57
Slingsby County Primary School, North Yorkshire 93
St Joseph’s RC Primary School, Pickering 90
Acomb Primary School, York 327
Abingdon Primary School, Middlesbrough 630
St Mary’s Catholic Primary School, Malton 210
Middleham CofE Aided School 43
Spennithorne CofE Primary School 40
St Francis of Assisi CofE Primary School,
450
Stockton
Ainderby Steeple CofE Primary School,
104
North Yorkshire
Badger Hill Primary Academy, York 195
Hob Moor Community Primary Academy, York 311
Clifton Green Primary School, York 416
Rufforth Primary School, York 100
Breckon Hill Primary School, Middlesbrough 600
Croft CofE Primary School, Darlington 110
Eppleby Forcett & Middleton Tyas CE Primary Schools 145
Heworth CofE Primary School, York 142
Barwic Parade Community Primary School, Selby 254
Newham Bridge Primary School, Middlesbrough 331
Crayke Primary School 87
St Barnabas CofE Primary School, York 86
Carr Junior School, York 300
Fairfield Primary School, Stockton 476
Overdale Community Primary School, Scarborough 300
Total 6,470
----- End of picture text -----

Partner Supporters

Patrons

We are pleased to work with:

Sir Mark Elder

Phillip Breen

Kathryn Rudge

Al Doyle

In Memoriam

We are honoured to have received donations sent in memory of loved ones, including:

In loving memory of Dr Richard Shephard

“Richard Shephard’s passion and dedication to music making in York really was inspirational.”

“I acted and sang in two of Richard's operettas as a schoolboy in Salisbury. These were very formative moments for me, and I am grateful to Richard for this amazing opportunity, his encouragement and kindness.”

In loving memory of Nick Nightingale

In loving memory of Kay Mills-Hicks

In loving memory of Sheila Winpenny

“In memory of my dear friend Sheila Winpenny, an inspiration to many.”

In loving memory of Ruth Elizabeth Mann

“I wanted to donate on behalf of my Godmother who was a primary school teacher all her life and brought a huge amount of joy to the children she taught through her music (piano, singing and guitar).”

In loving memory of Gwendoline Thomson

“My mother was a piano teacher in the Selby area for many many years - she died in 2023 leaving a husband of 60 years’ marriage and a local legacy of children who were taught piano - the family commemorate her life of giving by making an annual donation to the Foundation in the knowledge that it will help support children in music something Mum did all her life.” - Martin Thomson

And we remember with respect and thanks any other supporters who have died in the recent year. And any who prefer not to be named in person.

15

np RICHARD SHEPHARD Jty$J¢ www.rsmf.org.uk