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

**From  1 January 2021 Period start date To 31 December 2021 Period end date** 

**Charity name: The Stanford Society** 

## **Charity registration number: 1189997** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>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 works of Sir**<br>**Charles Villiers Stanford, his students**<br>**and contemporaries.**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>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 musical**<br>**works and encouraging and supporting**<br>**performances and recordings of the**<br>**same.**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>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 charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**The promotion of new recordings, the**<br>**publication of regular newsletters to**<br>**members, streaming lectures and the**<br>**organisation of the annual Stanford**<br>**Festival weekend. This was held this**<br>**year in Gloucester in October 2021.**|



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

||||
|---|---|---|
|Achievements against<br>objectives set|Para 1.41||
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of thecharity’s<br>financial position at the end<br>of the period|Para 1.21|**Principal income and costs were**<br>**associated with the annual Stanford**<br>**Festival weekend. Other costs**<br>**connected with the promotion of the**<br>**Society included website costs and**<br>**advertising. Membership fees were**<br>**received.**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22||
|Amount of reserves held|Para 1.22||
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23||



## **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 principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing 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 e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Every trustee must be appointed for a**<br>**term of up to four years by resolution**<br>**passed at a properly convened meeting**<br>**of the charity trustees.**<br>**In selecting individuals for appointment**<br>**as charity trustees, the charity trustees**<br>**must have regard to the skills,**<br>**knowledge and experience needed for**<br>**the effective administration of the CIO.**|



## **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 Para 1.51 parties Other 

## **Reference and Administrative details** 

|Charity name|The Stanford Society|
|---|---|
|Other name the charity 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 Adele  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**|||
||||
||||
||||
||||
||||





## **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** 



## **Declarations** 

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

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

||||
|---|---|---|
|**Signed** **on behalf of th**<br>**Signature(s)**<br>**Full name(s)**<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>**Date**|**e charity’s trustees**||
||||
||David Atterbury Thomas|Daniel Wilkinson|
||<br>Treasurer|Secretary|
||4/10/22||
||4/10/22||





||**THE STANFORD SOCIETY**<br>**Charity Name**|**THE STANFORD SOCIETY**<br>**Charity Name**|**THE STANFORD SOCIETY**<br>**Charity Name**|1189997<br>**No (if any)**|1189997<br>**No (if any)**|1189997<br>**No (if any)**|**CC16a**|
|---|---|---|---|---|---|---|---|
||**For the period**<br>**from**|01/01/2021|**To**||31/12/2021<br>Period end date|||
|||||||||
|**Section A Receipts and payments**||||||||
|**A1 Receipts**|**Unrestricted**<br>**funds**<br>**to the nearest**<br>**£**<br>**1,590**<br>**2,143**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**3,733**<br>**-**<br>**-**<br> **-**<br> **3,733**<br>**2,245**<br>**262**<br>**200**<br>**80**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br> **2,787**<br>**-**<br>**-**<br> **-**<br> **2,787**<br>**946**<br>**-**<br>**-**<br>**946**|**Restricted**<br>**funds**<br>**to the nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**Endowment**<br>**funds**<br>**to the nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br> <br>**-**<br>**-**<br>**-**<br> <br>**-**||**Total funds**<br>**to the nearest £**<br>**1,590**<br>**2,143**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**3,733**<br>**-**<br>**-**<br>**-**<br>**3,733**<br>**2,245**<br>**262**<br>**200**<br>**80**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**2,787**<br>**-**<br>**-**<br>**-**<br>**2,787**<br>**946**||**Last year**<br>**to the nearest £**|
|MEMBERSHIP INCOME|**1,590**||||||**-**|
|FESTIVAL WEEKEND FEES|**2,143**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
|**_Sub total_**_(Gross income for_<br>_AR)_|**3,733**||||||**-**|
|||||||||
|**A2 Asset and investment sales,**<br>**(see table).**||||||||
||**-**|||||||
||**-**||||||**-**|
|**_Sub total_**|**-**||||||**-**|
|**_Total receipts_ **<br>**A3 Payments**||||||||
||||||||**-**|
|||||||||
|FESTIVAL WEEKEND COSTS|**2,245**||||||**-**|
|WEBSITE COSTS|**262**||||||**-**|
|ADVERTISING COSTS|**200**||||||**-**|
|BANK CHARGES|**80**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
|**_Sub total_ **|**2,787**||||||**-**|
|||||||||
|**A4 Asset and investment**<br>**purchases, (see table)**||||||||
||**-**|||||||
||**-**|||||||
|**_Sub total_ **|**-**||||||**-**|
|**_Total payments_ **<br>**_Net of receipts/(payments)_**<br>**A5 Transfers between funds**<br>**A6 Cash funds last year end**<br>**_Cash funds this year end_**||||||||
||||||||**-**|
|||||||||
||**946**|**-**|<br>**-**||**946**||**-**|
||**-**|**-**|**-**||**-**||**-**|
||**-**|**-**|**-**||**-**||**-**|
||**946**|**-**|<br>**-**||**946**||**-**|



CCXX R1 accounts (SS) 

1 



## **Section B Statement of assets and liabilities at the end of the period** 

|**Categories**<br>Signed by one or two trustees on<br>behalf of all the trustees<br>**B5 Liabilities**<br>**B3 Investment assets**<br>**B2 Other monetary assets**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>**B1 Cash funds**<br>CCXX R2 accounts (SS)|**Details**<br>N/A<br>**Details**<br>N/A<br>**Details**<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))<br>N/A<br>**Details**<br>BANK ACCOUNT<br>**Details**<br>Signature<br>N/A<br>2|**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**946**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**946**<br>**-**<br>OK<br>OK<br>**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**liability relates**<br>**Amount due**<br>**(optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>Print Name<br>DAVID ATTERBURY THOMAS<br>DANIEL WILKINSON|**Endowment**<br>**funds**<br>**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**<br>**funds**<br>**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**<br>**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of<br>approval|
||||04/10/2022|
||||04/10/2022|
|||||



