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

||Period start date|Period start date|||Period end date|Period end date|||
|---|---|---|---|---|---|---|---|---|
|**From**|**01**|**08**|**2023**|**To**|**31**||**07**|**2024**|



## Section A                        Reference and administration details 

## **Charity name The Pleyel Trust** 

**Other names charity is known by** 

**Registered charity number (if any) 1190757** 

**Charity's principal address 9 Glen Avenue** 

**Sale Postcode M33 6JQ** 

## **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 (ifany)**|
|---|---|---|---|---|
||Christopher Smail|Treasurer|||
||Adrienne Patricia<br>Spilsbury|Secretary|To 16 January 2024||
||Roger Miles Turner|Chairman|||
||RosemaryWhitesman||||
||Peter Connors|Secretary|From 16 January2024||
||Ian Douglas Laybourn||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||



## **Name of chief executive or names of senior staff members** 

Artistic Directors – Heather Bills, Harvey Davies 

**TAR** 

March **2012** 

1 



**Section B              Structure, governance and management** 

## **Description of the charity’s trusts** 

Constitution Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company) Appointed by existing trustees Trustee selection methods (eg. appointed by, elected by) 

## **Section C                    Objectives and activities** 

The object of the Pleyel Trust is the advancement of the arts, in particular classical music, in Greater Manchester and the surrounding areas for the **Summary of the objects of the** public benefit by educating the public and growing public understanding **charity set out in its** and appreciation of classical music through the delivery of live events, **governing document** performances and lectures. 

Concerts have continued after the year end and continue to be planned. The new Saturday lunchtime Schubert Plus series of education concerts **Summary of the main** at Didsbury are increasingly popular as are the Sunday afternoon **activities undertaken for the** concerts at Mellor Parish Centre. **public benefit in relation to these objects (include within** The Trustees confirm that in devising these programmes consideration **this section the statutory** has been given to the guidance issued by the Charity Commission on **declaration that trustees have** public benefit, with the intention to widen these activities when **had regard to the guidance** circumstances allow. **issued by the Charity Commission on public** With this further development in mind, the aim of the Trust is to build up **benefit)** an operating fund so that when the opportunity arises the Ensemble is in a position to act quickly.  To attract more Friends will help in this objective and reinforce the loyal support already in place in the audience. 

## Section D                      Achievements and performance 

The trust presented eighteen concerts in the year under review, ten at **Summary of the main** Emmanuel Didsbury of which nine completed the Beethoven Plus series, **achievements of the charity** a further five at the Mellor Parish Centre and three to other groups and **during the year** concert societies in the North West, North Wales and the Midlands. 

Friends of Pleyel events were organised in January and July. 

**TAR** 

March **2012** 

2 



## **Section E                    Financial review** 

The trust plans to develop reserves sufficient to finance six months of **Brief statement of the** ordinary operations. **charity’s policy on reserves** 

**Details of any funds materially** None **in deficit** 

## **Section G                    Declaration** 

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

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

**Signature(s)** 


**Full name(s)**[Christopher John Smail ] **Position (eg Secretary,** Treasurer **Chair, etc)** 

**Date** 13/06/2025 

**TAR** 

March **2012** 

3 



||**The Pleyel Trust**|**The Pleyel Trust**|**The Pleyel Trust**|**The Pleyel Trust**|**The Pleyel Trust**||||**CC16a**|
|---|---|---|---|---|---|---|---|---|---|
||**For the period**<br>**from**||**01/08/2023**||**To**||**31/07/2024**|||
|||||||||||
|**Section A Receipts and payments**||||||||||
|**A1 Receipts**|**Unrestricted**<br>**funds**<br>**to the nearest**<br>**£**<br>**11,373**<br>**11,716**<br>**-**<br>**240**<br>**-**<br>**-**<br>**-**<br>**-**<br> <br> **23,329**<br>**-**<br>**-**<br> **-**<br> **23,329**<br>**19,330**<br>**358**<br>**1,119**<br>**80**<br>**-**<br>**371**<br>**111**<br>**-**<br>**-**<br> **21,369**<br>**-**<br>**-**<br> **-**<br> **21,369**<br>**1,960**<br>**-**<br>**14,986**||**Restricted**<br>**funds**<br>**to the nearest £**||**Endowment**<br>**funds**<br>**to the nearest £**||**Total funds**<br>**to the nearest £**||**Last year**<br>**to the nearest £**|
|Concert Income|**11,373**||**-**||**-**||**11,373**||**20,219**|
|Donations|**11,716**||**-**||**-**||**11,716**||**5,454**|
|Gift Aid Reclaimed|**-**||**-**||**-**||**-**||**2,941**|
|Membership|**240**||**-**||**-**||**240**||**-**|
|Grant|**-**||**2,152**||**-**||**2,152**||**-**|
|Sponsorship|**-**||**3,000**||**-**||**3,000**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_**_(Gross income for_<br>_AR)_|<br> **23,329**||**5,152**||**-**||**28,481**||**28,614**|
|||||||||||
|**A2 Asset and investment sales,**<br>**(see table).**||||||||||
||**-**|||||||||
||**-**||||||||**-**|
|**_Sub total_**|**-**||||||||**-**|
|**_Total receipts_ **<br>**A3 Payments**||||||||||
||||||||||**28,614**|
|||||||||||
|Concert Expenses|**19,330**||||||||**20,113**|
|Website|**358**||||||||**304**|
|Admin|**1,119**||||||||**383**|
|Educational|**80**||||||||**-**|
|Recording|**-**||||||||**-**|
|Friends of Pleyel Trust Expenses|**371**||||||||**-**|
|HelpMusicians|**111**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
|**_Sub total_ **|**21,369**||||||||**20,800**|
|||||||||||
|**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_**||||||||||
||||||||||**20,800**|
|||||||||||
||**1,960**||**-**||**-**||**1,960**||**7,814**|
||**-**||**-**||**-**||**-**||**-**|
||**14,986**||**-**||**-**||**14,986**||**7,172**|
||**16,946**||**-**||**-**||**16,946**||**14,986**|



CCXX R1 accounts (SS) 

09/06/2025 

1 



|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**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>**B2 Other monetary assets**<br>**B5 Liabilities**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>**B3 Investment assets**<br>**B1 Cash funds**|**Details**<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))<br>**Details**<br>Bank Account||**Unrestricted**<br>**funds**<br>**to nearest £**||**Restricted**<br>**funds**<br>**to nearest £**||**Endowment**<br>**funds**<br>**to nearest £**|
||||**16,946**||**-**||**-**|
||||||**-**||**-**|
||||**-**||**-**||**-**|
||||**16,946**||**-**||**-**|
||||||||OK|
||||||||**Endowment**<br>**funds**<br>**to nearest £**|
||Gift Aid Claim year to 31 July 2023||**2,279**||**-**||**-**|
||Gift Aid Claim year to 31 July 2024||**2,094**||**-**||**-**|
||||**-**||**-**||**-**|
||||**-**||**-**||**-**|
||Signature<br>**Details**<br>**Details**<br>**Details**||**Fund to which**<br>**asset belongs**<br>**Fund to which**<br>**asset belongs**<br>**Fund to which**<br>**liability relates**||**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Amount due**<br>**(optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>Print Name<br>Christopher John<br>Smail||**Current value**<br>**(optional)**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**Current value**<br>**(optional)**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**When due**<br>**(optional)**|
|||||||||
|||||||||
|||||||||
|||||||||
||||||||Date of<br>approval|
||||||Christopher John<br>Smail||13/06/2025|



CCXX R2 accounts (SS) 

09/06/2025 

2 




## **Independent examiner's report on the accounts** 

**Section A                        Independent Examiner’s Report** 

**Report to the trustees/ members of The Pleyel Trust On accounts for the year 31 July 2024 Charity no 1190757 ended (if any) Set out on pages** TAR 1-3 and CC16a 1-2 

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/07/2024. 

**Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). 

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. 

## **Independent examiner's statement** 

I have completed my examination.  I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: 

- accounting records were not kept in accordance with section 130 of the Act or 

- the accounts do not accord with the accounting records 

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. 

**Date: Signed: Name:** Steven Nixon BSc (Hons) FCCA **Relevant professional** ACCA **qualification(s) or body (if any): Address:** 8-10 Gatley Road Cheadle SK8 1PY 

**October 2018** 

1 

**IER** 



**Section B                           Disclosure** 

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). 

**Give here brief details of any items that the examiner wishes to disclose** . 

**October 2018** 

2 

**IER** 

