BLUES AND R TS Ensemble The Music of Charles Mingus Annual Report and Unaudited Statements For The Year Ending July 31st 2022 Registered Charity in England and Wales Charity Number - 1192545 ## **Introduction - 3** ## **Objectives and Activities - 4** ## **Achievement and Performance - 5** **Looking Forward - 10** ## **Financial Review - 11** **Structure, Governance and Management - 13** **Accounts - 15** 2 ## Introduction The trustees present their report with financial statements for the charity for the year ended 31st July 2022. ## **Incorporation** The CIO was registered and commenced trading on 26th November 2020. ## **Registered Charity Number** 1192545 ## **Registered Address** 15 Arterberry Road, Wimbledon, London. SW208AF ## **Trustees** Soo Bishop (Chair), appointed 26/11/20, term 4 years David Greening, appointed 26/11/20, term 3 years Nancy Buchanan, appointed 26/11/22, term 3 years ## **Artistic Director** Ed Babar ## **Projects Manager** David Lalljee 3 ## Objectives and Activities The objective of the CIO is to promote the public knowledge and appreciation of the works of Charles Mingus and the genre of jazz more widely, in particular, but not exclusively, through educational workshops and public performances. 2022 was unique as the year that marked what would have been Charles Mingus’ 100th birthday. The charity’s principal aim for the year was to celebrate this significant anniversary with a series of concerts and use every opportunity for publicity to share Mingus’ music with a wider audience. The other main objective for this year was to establish new partnerships, in London and further afield where possible. Blues and Roots Ensemble (BARE) was fortunate to be approached by Radley College to devise and deliver a series of practical workshops for its students and pupils from local primary schools in the Abingdon area, which included a wide range of concerts, sectional coaching and improvisation workshops. This project culminated in a massed participation event at Abingdon Market Square with over 1000 children joining with BARE to sing and play together. Thanks to a generous donation from a local sponsor, BARE was able to run another largescale workshop day in Lambeth, London, with two schools in need of musical support and guidance. The workshop day brought together children from two local primary schools, with prominent representatives from the local community. BARE was also delighted to reestablish a partnership with Wimbledon High School and their local state-maintained secondary, Rutlish, for a joint summer workshop and concert. In addition to its education projects, Blues and Roots Ensemble presented 3 public performances. In November, the band played at the Spice of Life in London, as part of EFG London Jazz Festival, followed by an April show at Pizza Express, Soho and the Anniversary Concert in May at the Jazz Cafe in Camden, which sold over 350 tickets. These performances were used to build awareness of the work that Blues and Roots Ensemble does and as fundraisers, with audience members donating to the charity. Found/Artistic Director, Ed Babar was also featured in an interview for the Financial Times Magazine and a Podcast with jazz journalist Sebastian Scotney, during which Ed talked about the legacy of Mingus’ music and its importance today. The Trustees are satisfied that the activities during the period met the Charity Commission’s guidance on public benefit. 4 ## Achievements and Performance ## **Radley College – Music Flood** Autumn term 2021 started with an exciting new partnership between BARE and Radley College in Abingdon, Oxfordshire. Radley ran a project called “Music Flood”, a week entirely dedicated to sharing music of different types in surrounding schools, with a particular emphasis on bringing music into primary schools without any specialist music co-ordinator. The take up of instrumental teaching in the area is low and the project aimed to address this by exposing children to different types of music. As a key partner, BARE led a series of activities that included whole school interactive assemblies, playground busking, jazz/orchestral sectionals & workshops as well as full live performances. The week culminated with a massed performance in Abingdon Market Square with a number of primary schools performing alongside the band. 5 In total BARE worked with and performed for over 3000 mainstream pupils and 50 SEN pupils. Pupil feedback: “I’d never heard jazz before, but now it’s my favourite music.” “I want to play an instrument now.” “Congratulations - that was an amazing afternoon, and it was really evident why partnership (and music!) is so important.” - Head of Partnerships, Radley College In November, BARE had a featured slot in the EFT London Jazz Festival 2021 at the Spice of Life, Soho and presented the music of Charles Mingus to a sell-out audience. 6 “The stage was set for the incredible Blues and Roots Ensemble, who entertained and enthralled the crowd with beautifully arranged performances of Charles Mingus’ works. Now this music isn’t easy, it’s highly technical, but these cats make it simply float on air with smiles and laughter.” - Audience member (on Instagram) In February 2022, the band performed new arrangements of lesser known Mingus works to a sold out crowd in Soho. BARE marked the 100th anniversary of Mingus’ birth with a concert at the iconic Jazz Cafe in London, in front of over 350 people. The concert was preceded with an interview and podcast from Sebastian Scotney at The Economist, focussing on the ensemble’s education work and objectives as a charity: ## **https://www.instagram.com/p/Ccp2fuvK37y/?** ## **utm_source=ig_web_copy_link** 7 ## **27/6/22 - Loughborough Primary Schools, London.** Thanks to a generous donation from a private sponsor, the band was able to host a full day workshop at a school in Loughborough Junction, London. To make full use of the opportunity BARE invited a second local primary to join in for the day. Both schools and the band hosted a joint concert that was attended by parents and local figures from the community. In total around 120 students took part, as well as teachers and teaching assistants who were given access to the resources. “We were blown away by your generosity. We are a school committed to social mobility and developing pupils’ cultural capital, so this was a fantastic collaboration for us! Not only did the project reflect the wider curriculum but it surpassed our expectations and met important criteria in our school development plan...” Headteacher - Loughborough Primary 8 In July, BARE resumed its partnership with Wimbledon High School (part of the Girls Day School Trust) and Rutlish School, a local state secondary school. Members of the band prerecorded video resources which were sent to both schools in advance of the workshop. (Click below to watch) The workshops focused on exploring the music of Charles Mingus and the history of the blues, as well as enabling students from both schools to interact with each other and members of the band. The concert gave every participant on stage the opportunity to improvise on stage, alongside members of Blues and Roots Ensemble. “An amazing Blues and Roots Ensemble evening yet again.” - Headteacher, Wimbledon High School. 9 ## Looking Forward Blues and Roots Ensemble is excited to launch significant new projects in 2022 - 2023, as well as continuing to embed its work with established partners. ## **North & South Project** In partnership with Camden Music Hub and Merton Music Foundation, and funded by Arts Council England, BARE will deliver “North & South”, a series of workshops and concerts that will link 2 primary schools from each of the 2 boroughs. BARE will deliver composition workshops to eight full classes of children aged 9-10, with the schools joining together for two performance days that will be live-streamed to peers and parents. North & South will establish a new partnership with The Venues Group, specifically Goods Way - a concert venue in Kings Cross that will host the performances. Goods Way is a new venue, looking to increase its community outreach and this will be the first education work that they undertake. ## **New Wimbledon Theatre Shows** Through Wimbledon Music Festival and Merton Music Foundation (MMF), Blues and Roots Ensemble has been asked to perform two daytime shows to primary schools and an evening concert with pupils from MMF. BARE will record a series of tuitional videos that will be uploaded to YouTube for primary school music teachers to access in advance of the theatre day. The shows will cover the history of jazz, using the music of Charles Mingus and will include opportunities for students to sing and play along with body percussion, during the songs they have prepared in advance. ## **Perseid Cluster Schools Project** Blues and Roots Ensemble will run a creative jazz day workshop in South London that will include students from Perseid SEND school performing alongside students from three other local mainstream primary schools. These workshops were run with great success in 2018 and 2019 but had to be put on hold because of the pandemic. ## **Maccabbi House** BARE is excited to offer a one off SEND workshop at Maccabi House in Edgeware as part of their after -school programme. ## **Great Exhibition Road Festival** BARE will present a free concert on the main stage at the Great Exhibition Rd Festival in June 2023. This will enable primary school students who have previously received BARE workshops, to watch the band live. https://www.greatexhibitionroadfestival.co.uk/ 10 ## Financial Review The accounts have been prepared on an accruals and prepayments basis. The accounts have been prepared in accordance with the Statement of Recommended Practice (SORP FRS 102), governing accounting practices for charities. The Charities Act 2011 ii) Incoming Resources Incoming resources are recognised as follows: - Performance fees, ticket income and programme income: in the period in which the performance takes place. - Donations: in the period in which the donation is received. - Gift Aid: in the period in which the associated donation is received, provided the charity is sufficiently certain that the donation fulfils all of the necessary requirements for a gift aid claim to be submitted in due course. 11 There were no restricted funds in financial years 20/21 or 21/22. The charity had no assets other than cash in the bank for both reported years. The charity has a bank account with CAFbank opened in March 2021 and the balance on the 31[st] July 2022 was £3,121. 12 ## Structure, Governance and Management ## **Structure** The charity is a CIO and was registered on 26th November 2020. ## **Governance** The charity is governed by a board of trustees which encompasses a range of experience and skill sets. The current membership provides expertise in finance, governance, risk management, monitoring and evaluation and music education. The Board is committed to strengthening its governance by recruiting additional trustees with a broad range of skills, expertise and lived experience. This is an ongoing process. The trustees are responsible for preparing the financial statements in accordance with applicable law, including United Kingdom generally accepted accounting practice (UK GAAP)and the methods and principles in the Charities SORP. The trustees are also responsible for keeping adequate accounting records that are sufficient to show and explain the charity's transactions and disclose with reasonable accuracy at any time the financial position of the charity. They take responsibility for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. Trustees are actively engaged in the charity’s activities in addition to meeting regularly during the year. ## **Principal risks and uncertainties** The risks and uncertainties faced by Blues and Roots Ensemble are reviewed on an ongoing basis by the trustees. The principal risk has been identified as income generation to support the stability and growth of the charity in the medium and longer term. The recruitment of additional trustees to enhance the skills and expertise of the Board is also a priority. ## **Management** The charity has no employees, and payments for administrative services are made on the basis of a percentage of fees received. The charity has put in place a safeguarding policy and a code of conduct, which are enforced via a contract with every musician that works for the charity. 13 --------------------------------------- SIGNED ON BEHALF OF THE BOARD OF TRUSTEES ………………………………… ## **Soo Bishop - Chair of Trustees** 27th May 2023 Date: …………………………… 14 8 ues ayd gools Ensernble 1192545 Annual accounts for the eriod Period 5t3rtdate 011D812021 da 31107Q022 Section A Statement of financial activities Rèstrlc incotnB fuThJ5 R￿0[n[￿&￿￿d categDfiD5 activity Unt&5trthd fund5 EndowTrnt funds PtiDrJTrar fund5 Totalfund5 Incoming resources (Note 31 Income and endowmentBfram'. F01 F￿2 F03 F04 FOS $01 14.988 $02 S03 $04 14.988 SD5 S06 SD7 Resources expended (Note 61 E¥peTrditure on-. Raiwg ￿n05 12.895 1.(Va9 96 12. 1.0 Sep•tat¢maleD41 ￿ern o1¢W￿4￿ 24 Net incornellexpenditurel belore inveslment gainslllossesl 1.399 1,r22 Net incomellexpenditurel Extraordinary it￿S Tran5feT5 between funds Other rewnised ga¢n$ll108$e61'. 1.399 1,n2 Gains andlosseson Itwolualith tsffiAtd as*d4Toi Ihè¢hffjsfMfiUSè +Vot movementin lunds S20 Re¢on¢lll*ion oifunds.. 1.722 1.722 Tot41 funds ¢aMed lo￿& S22 SOT Cknr¢lions and GrftAid $02 Wthshops In Echgp1￿$hQwca*GI￿S S09 Mu9Cians Costs S11 CAFbank L*afges 15 Section B Balance sheet Restricted income funds Unrestricted funds Endowment To¢& this funds year To¢￿ last Fixed assets Intanglble assets TanglblÈ assets Herilage a55ets Inv?stmonts F01 F02 F( FD4 F( (Notg 151 INote 14 INote16 INote 171 Total Ilxed assets 8J5 Current assets Stocks INote181 Debtors INote191 It)vestments INote 17.4 Cash at bank and In hand INolÈ k41 Total c￿r￿nIa$Sets 1,750 ièjg 5,476 Credltors.. arnounts falling due withiii one ye (Note 201 170 170 5.504 Net¢￿￿￿t assets/(liabtlttiesJ 812 Totsi èssets kss cunvntllabllltles CredltOTS.' arnounts falling due after one year (Note 201 Prowtslons for Ilabilitl85 814 B15 Total netassets orllabilitss Funds of the Charity Endowment funds INot8 271 Restrlcted Income funds (Note 27 Unrestrl¢ted funds Revaluatlon reserve 816 3.121 3.121 1.722 817 918 3.121 3,121 1.722 B20 Total funds Signed byone ortwo t￿SleE5 on bEha￿Of all the trustees Date of approval ddlmm Signature Print Name David Gree￿i￿g Sth) Bishop 271512023 271512023 CC17a (Emcell 1910412023 16 Section C Notes to the accounts cont Note19 Debtors and prepayments Please complete this note ifthe Charity1￿ any debtors orprePa￿nent8. 19.1 Anatysi5 of deblors Thi5 ye3r Last year Trade debtors Prèpayments and accNed Income Other debtors 1.750.0 Total Please complete 19.2 wlwea materi¥ ¢Yebtorffs recOVe￿bIe more tI￿n a yearaftwthe repc*ting date. 19.2 Anatysi5 of debtors recoverable in morethan 1 year (included in debtor5 above) This year Last year Trade debtors Prèpaymènts and attrued Income Other debtors Totsl CC17a (Excdl 1yttJ412023 Section C Notes to the 3ccountS cont Note 20 Creditors and accruals Please complete this nole if the chartyhas any ¢￿ditOrS oraccmals 20.1 Analysis of credltors Amounts falllng due one eai This year Amoutrts falllng due arter more than one ar This year Last year Last year Accruals foT giant5 payabl• Bank loans and overdrafts Trade creditor5 Payments received on accountfor contracts or pertorrnnc￿rela￿ grants Accruals and deferred income 5.504 Taxation and soclal securlty other credrtors 170 Total 20.2 Deferred income Please complete thls noleirthe clwtyljas defeffedlncom Thls ar Last ar Please explain there8sons whyincoffle is deferred. Movement In deferredltTr¢tsme account Thls year Last yèar Balance atthe start of the ieporting period Amunts added in current period An%)unts rèlèased to Incon* from provlous pÈrl¢xls Balance atthe end ollhe reporting period CC17a (Excdl 1yttJ412023 18 Nol• 24 Cash at bank and in hand Thi% y• La$ly• Shllm t￿￿nc￿l￿VISIrnlnIS IIp55lhun3 5hllrt tDnndepa5it5 a5hat b￿k and Qlh•r CC17•lExEnt 19