
## **Trustees’ Annual Report for the period** 

**From  18 June 2020 Period start date To 31 December 2020 Period end date** 

## **Charity name:The Stanford Society** 

## **Charity registration number:1189997** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes<br>of the charity as set out in<br>its governing document|Para 1.17|**The objects of the CIO are:**<br>**For the public benefit, to advance**<br>**education and the musical arts, in**<br>**respect of the life and musical works**<br>**of Sir Charles Villiers Stanford, his**<br>**students and contemporaries.**|
|Summary of the main<br>activities in relation to<br>those purposes for the<br>public benefit, in particular,<br>the activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|**By increasing awareness and**<br>**understanding of their lives and**<br>**musical works and encouraging and**<br>**supporting performances and**<br>**recordings of the same.**|
|Statement confirming<br>whether the trustees have<br>had regard to the<br>guidance issued by the<br>Charity Commission on<br>public benefit|Para 1.18|The trustees have had regard to the<br>guidance issued by the Charity<br>Commission on public benefit.|



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

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment 



Para 1.38 Contribution made by volunteers Other 

## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the<br>charity, identifying the<br>difference the charity’s<br>work has made to the<br>circumstances of its<br>beneficiaries and any<br>wider benefits to society<br>as a whole.|Para 1.20|**The promotion of new recordings**<br>**during this initial period, the**<br>**publication of regular newsletters to**<br>**members, streaming lectures and the**<br>**organisation of the annual Stanford**<br>**festival weekend ( postponed due to**<br>**COVID until October 2021).**|



**Additional information (optional)** You may choose to include further statements where relevant about: Achievements against Para 1.41 objectives set Performance of Para 1.41 fundraising activities against objectives set Investment performance Para 1.41 against objectives 



Other

## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of thecharity’s<br>financial position at the<br>end of the period|Para 1.21|**There was no income or expenditure**<br>**reported in this first financial period**<br>**due in part to delays in various**<br>**administrative set up requirements**<br>**associated with the new charity.**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**N/A**|
|Amount of reserves held|Para 1.22|**Nil**|
|Reasons for holding zero<br>reserves|Para 1.22|**As explained above**|
|Details of fund materially<br>in deficit|Para 1.24|**N/A**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a<br>going concern|Para 1.23|**N/A**|



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

|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47||
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the<br>principal risks facing the<br>charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing<br>document<br>(trust deed, royal charter)|Para 1.25|**Trust deed**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods<br>including details of any<br>constitutional provisions<br>e.g. election to post or<br>name of any person or<br>body entitled to appoint<br>one or more trustees|Para 1.25|**Apart from the first charity trustees,**<br>**every trustee must be appointed for a**<br>**term of up to four**<br>**years by a resolution passed at a**<br>**properly convened meeting of the**<br>**charity trustees.**<br>**In selecting individuals for**<br>**appointment as charity trustees, the**<br>**charity trustees must have regard to**<br>**the skills, knowledge and experience**<br>**needed for the effective**<br>**administration of the CIO.**|
|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|||
|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51||
|The charity’s<br>organisational structure<br>and any wider network<br>with which the charity<br>works|Para 1.51||
|Relationship with any<br>related parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 



|Charity name|**The Stanford Society**|
|---|---|
|Other name the charity<br>uses||
|Registered charity number|**1189997**|
|Charity’s principal address|**Shenton**<br>**Tytherley Road**<br>**Winterslow**<br>**SALISBURY**<br>**SP5 1PZ**|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee(if any)**|
|---|---|---|---|---|
||John Covell|Chair|||
||Daniel Wilkinson|Secretary|||
||Professor Jeremy<br>Dibble|President|||
||David Atterbury<br>Thomas|Treasurer|||
||David Colville||||
||Charles Covell||||
||Colleen Renee<br>Ferguson||||
||Dr Adèle Commins||||
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Corporate trustees – names of the directors at the date the report was approved 

**Director name N/A** 

Name of trustees holding title to property belonging to the charity 

|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|**N/A**|||
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## **Funds held as custodian trustees on behalf of others** 

Description of the assets N/A 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 

**N/A** 

## **Other optional information** 



Declaratlons
The trustees declare that they have approved the trustees. report above.
Signed on behalf of the charfty's trustees
Signature(s)
Full name(s)
Position (eg Secretary,
Chair. etc)
David Atterbury Th￿aS
Treasurer
Daniel V￿Ik
son
Secretary
Date
31110121

## **Declaration** 

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

## **Signed on behalf of the charity’s trustees** 

|**Signed** **on behalf of**|**the charity’s trustees**||
|---|---|---|
|**Signature(s)**<br>**Full name(s)**<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>**Date**|||
||David Atterbury Thomas|Daniel Wilkinson|
||<br>Treasurer|Secretary|
||31/10/21||
||31/10/21||





CHARITY COMMISSIO
FOR ENGLANO ANO WALES
Receipts and pa
ments accounts
CC16a
from
To
18￿Ur￿20
31-Dec-20
Section A Receipts and payments
Uniestrictad
funds
Restricted
funds
Endowmant
funds
Tt)lal funds
Last >Ear
I￿￿&•[#￿t £ toth• n•¥*&t£ kn th* rwmit to Ihenearest £
A1 Racai
Sub total{Gr￿ income
AR)
A2 Asset and investment sale
{see table).
Sub tstai
Total recelpts
A3Pa
ents
Sub total
A4 Asset and Investment
purchase& {5ee table)
Sub total
Net of recelpts/{payments)
A5 Translers between funds
A6 Cash fvnds last year end
Cash funds thls year ond
CCXX R1 axounts ISSI

Section B Statement of assets and liabilities at the end of the period
Unrestricted
Restricted
funds
to n8•mtÉ
Endowment
funds
nearest£
Categories
Dètails
to nè•restt
Bl Cash funds
Total cash funds
Unrestriclod
funds
to £
Rastrictqd
funds
Endowment
funds
Oetails
to n•arost£
to n•arest £
Fund to
Curfvntv*h
tiDn•
Details
83 Inv•8tm•nt a8•ets
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Colt loptk•n•ll
84 As8•ts rntalned for th•
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Signed by one ortrwo 1n*es
behalfof 41 the trustees
Date of
D￿dA
Thom&
31110r2021
CCXX R2 accounts (SSI
Daniel Wilkirtson
3111012021