CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1 January 2023 Period start date 31 December 2023 Period end date Charity name: The Stanford Soclety Charity registration number: 1189997 Objectives and Activities Summary of the purposes of the charity as set out in ils goveming documeTrt 1.17 The objects of the CIO are: For the public benefit to advan¢e education and the musical arts, tn respect of the life and works of Sir Charles Williers Stanford. his students and contem oraries. By increasing awareness and understanding of their live and musi¢al works and en￿uragIng and supporting performances and recordlngs of the Summary of the main activities in relation to those purposes for the public benefit, in particular. the activities, projects or se￿I￿S identified in the accounts. Statement confimiing whether the trustees have had regard to the guidance issued by the Charity Commission ori public benefit P¥a 1.17 1.19 Para 1.18 The t￿￿tEe$ have had regard to the guidance issued by the Charity Commission on public benefft. Addltional infonnation {optional) You ma choose to indude further statements vtheTe relevant abouL" SORP referer Para 1.36 Policy on grydnt making Para 1.38 Policy on social investment induding program related nveslment P*a 1.38 Contribution made by volunteers Other Achievements and Performance Summary of the main achievemenls of the chaiity. identifying the difference the charity's work has made to Ihe circumstances of its beneficiaries and any wider benefits to society as a whole. The promotion of new recording. the publication of regulaT newsletters to meinbers. streaming lectures and the organisation of the annual Stanford Festival weekend. This was held this year in Cambridge Par8 1.20 Additlonal infomiation (optional) You ma chwse to indude further statements where relevant atouL" Achievements against objectives set Para 1.41 Performan￿ of fvndraising activities against objecbves set Para 1.41 Inveslment performan against objecttves Para 1.41 other Financial Review Review of the charity's financial position at the end of the p8riod P*8 1.21 Prlnclpal and costs were associated wlth the Annual Festival weekend. Other incomg received was In respect of sponsorship of recordings. Costs also included the promotion of advertising. Membershi fees were received. NIA Statement explaining the polw for holding reserves stating why the are hekj Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity contlnulng as a going concem PWA 1.22 PWJ 122 Pwa 124 1.23 Addltlonal Inforniatlon {optlonal) You ma choose to indude further slatements where relevant abouL" The charity's principal sources of funds {including any fundraising) Pwa 1A7 Investmenl policy and objectives including any social inveslmenl policy adopted P•• 1.46 A description of the principal risks facing the charity P*• 1.46 Other Structure. Governance and Management Desuiption of charitys trusts.. Type of goveming d0c#Jm￿rt Pwa 1.25 Trust Deed How is the tharity constituted? 125 cio "atEd Trustee selection methods induding details of any constitutional provisions e.g. election to post or name of any person or body entrued to appoint one or more trustees Para 125 Every trustee must be appointed for a temi of up to four years by resolution passed at a properly convened meeling of the charity trustees. In selecling individuals for appointments as charity tntstees. the charity trnstoes must have regard to the skills. knowledge and experience needed for the effective administratlon of the CIO. Additional infomMtion (optional) You ma choose to indude further staternents vthere relevant about Policies and procedures adopted for the induction and training of trustees 151 The charl￿S organisational structure and any wider ne￿Ork with which the arity works Relationship with any related parties Pdra 1.51 Other Reference and Administrative details Chari naTre Other name the chari istered char number Chariws principal address The Stanff%d 1189997 Shenton Tytherfey Road Winterslow SALISBURY SP5 1PZ Names of tho ¢harity trustees who manage the charity Truste8 name Offic• lif ary) Name of perstsn ltsr body) entslled ear John Covell Chair Daniel Wilkinson- Horsfield se￿trry Professor Jeremy Dibble President David Atterbury Thomas Treasurer David Colville Resigned 30106123 Chades Covell Colleen Renee Ferguson Dr Adèle Commins Dr Jonathan White Appjinted 301(W23 Board of trustees 10 11 12 13 14 15 16 17 18 19 20 orate trustees- names of the directors at the date the r wasa Dlrector name NIA Name of trustees holding title to property belonging to the charity Trustee nam• NIA Funds held as custodian trustees on behalf of others Description of the assets NIA held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the (ustodian charity's objects Details of arrangements for safe custody and segregation of such assets from the charity's own assets Addltlonal Infornutlon (optlonal) Names and addresses of advlsers (Optlonal Inforniatlon) Type of Namo Addross advlser Name of chlof executlve or name$ of s•nk>r staff mmnbers Ioptlonal Infomiatlon) Exemptlons from disclosure Reason for non-disclosure of ke rsonnel details WA Other optional Information Declarations The trustee5 declare that have approved the trustees, report above. Slgned on behalf af the charity's trustees Signature($) John Covell Full name(s) Position (eg Secretary. Chalr, etc) Davld Atterbury Thomas Treasurer John Covell Chair Date 31110124 CHARITY COMMISSION FOR ENGIANO AND WALES THE STPJIFORD SOCIErf Receipts and payments accounts CC16a F￿ th# ptrrlod from To 01101121J23 3111W2023 Section A Receipts and payments Unrestrlcted funds Restricted fvnds Endowfflent lund¥ Total fvnds La•tyfyar A1 Re¢elpts MEM8ERSHIP INC￿lE FESTIVAL WEEKEND FEg$ DONATIONS INTEREST 740 4241 718 746 4241 1,271 1345 Sub totalfGross incom& for AR) Iqn17 10.797 4775 A2 Asset and Inv•stm•nt sal•* 80• table . Sub total 1Q707 1Q707 4.775 A3Pa •nts FESTIVAL WEEKEND COSTS WEBSITE COSTS AOVERTISING COSTS BANK CHARGES 270 453 Sub total 1,407 1.107 4300 A4 A8aèt and Inv•8tm•nt purcha80S. tabl• Sub total 1,407 4.300 Nel of recelpts/(paymgntsJ A5 Transfèrs ts•tw￿n funds A6 Cash funds last year end Cash funds this yearend 47 1,421 10.721 1,421 10.n1 1821 CCXX R1 ar￿unIS ISSI Section B Statement of assets and liabilities at the end of the period Unrestricted funds Restricted fuwKIs Endowffler7t funds to neaY¢st£ Categorles Detaits B1 Cash funds 1on1 Total cash funds 1I721 Endowment funds funds fuThls Details to rbBwe•te B2 Othor monètary assets 1327 Fund to DetaHs NIA Co•tlopllQn￿l lonal Cuff•nl v4lu• on•1 O•talls B4 ￿*0￿ retslned for th• ¢harlty'8 own u8e 1155 to whkh *JnDunt Whan du• on41 Details B5 Llabllltles 1Qf*2 Stgned by one or tnK4te85 on eh8ifol all Ihe Instee$ Slgnature Print Naf Dale of roval DAVID ArfERBURY TTrK)KWS JOHN COVELL 3111012024 CCXX R2 ￿l0)ts ISSI 31M012024