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2024-04-05-accounts

Charity Number: 1194412

The Brodrick Trust

Trustees Report and Receipts and Payments Accounts for the year ended 5 April 2024

The Brodrick Trust

Annual Report for the year ended 5 April 2024

Contents

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||| |---|---| |Page| |Charity Information ............................................................................................1| |Report of the Trustees .........................................................................................2| |Independent Examiner|s Report ............................................................................4| |Receipts and Payments Accounts ..........................................................................5| |Statement of Assets and Liabilities ........................................................................6| |Notes to the Accounts .........................................................................................7|

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The Brodrick Trust

Charity Information

Registered Number: 1194412

Registered Address

Carriageworks Theatre 3 Millennium Square Leeds LS2 3AD

Trustees

David Salter (chair) Kevin Grady Anne Chambers Andrea Holmes Margaret Phillips Matthews Sims

Independent Examiner

Jessica Lawrence Azets Audit Services Limited 12 King Street Leeds LS1 2HL

The Brodrick Trust

Trustees Report for the year ended 5 April 2024

The Trustees present their report and the accounts for the year ended 5 April 2024.

Constitution

The Brodrick Trust was registered as a charity on 11[th] May 2021, number 1194412.

Our Objectives and Activities

In planning the activities of the organisation, the Trustees have due regard to their duty to meet and aims of the organisation are carried out through its activities for the public benefit and details its achievements and activities in this report.

The object of the Charity is:

The aims of the Charity are:

Achievements and performance

1. Achievements

In the third year of its existence The Brodrick Trust charity has continued to raise funds for the restoration of the organ situated in Leeds Town Hall.

The Trust has continued to find that all aspects of fundraising remain very challenging, with the cost-of-living crisis severely affecting private donations, funding priorities and business support. Despite all of these factors the Trust continues to think of new and innovative ways to tap into undiscovered funding.

The organ pipe adoption scheme, which now features the redecorated façade pipes and renewed stops, continues to generate income through regular payment by individuals to the Brodrick Trust.

The Trust has continued throughout the year to apply to a wide variety of trusts and foundations and were successful in an application to the Vinehill Trust receiving a £50,000 donation in April 2024.

The Brodrick Trust

Trustees Report for the year ended 5 April 2024 (continued)

2. Performance

Fundraising and Income Generation

2023/24 saw the Brodrick Trust raise £62,470 including a £50,000 donation from the Vinehill Trust. This is a significant increase on monies raised in 2022/23.

The Trust also received £10,700 from seven individual donors who adopted façade pipes or organ stops.

The remaining donations were from the Town hall audience.

Structure, Governance and Management

requires a minimum of 3 Trustees and there are currently 6 Trustees who meet on a regular basis to review financial performance and plan future activity.

D Salter

Chair

The Brodrick Trust

Independent Examiner's Report to the Trustees of The Brodrick Trust

I report to the trustees on my examination of the accounts of The Brodrick Trust for the year ended 5 April 2024.

This report is made solely to the Charity's Trustees, as a body, in accordance with Section 145 of the Charities Act 2011. My independent examination work has been undertaken so that I might state to the Charity's Trustees those matters I am required to state to them in an Independent Examiner's Report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the Charity and the Charity's Trustees as a body, for my independent examination work, for this report, or for the opinions I have formed.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

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

  1. Accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

  2. The accounts do not accord with those records.

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

Jessica Lawrence FCA CTA

Azets Audit Services Limited 12 King Street Leeds LS1 2HL

The Brodrick Trust

Receipts and Payments Account for the year ended 5 April 2024

Total Total
2024 2023
£ £
Receipts
Donations and fundraising 12,356 4,433
Interest received 114 13
Grant income 50,000 -
Total Receipts 62,470 4,446
Payments
Accountancy fees 1,260 1,140
Bank charges 73 17
Service charges - 9
Grants paid 50,000 -
Total payments 51,333 1,166
Surplus of receipts over payments 11,137 3,280
Cash funds at 5 April 2024 18,482 7,345

The Brodrick Trust

Statement of Assets and Liabilities as at 5 April 2024

2024 2023
£ £
Bank accounts 18,482 7,345
Total assets 18,482 7,345
Accruals
Accounts
2,310 1,260
Total liabilities 2,310 1,260

Approved on behalf of the Trustees on

and signed on their behalf by:

D Salter Chair

The Brodrick Trust

Notes to the receipts and payments accounts for the year ended 5 April 2024

1. Accounting policies

Basis of Accounting These accounts have been prepared under the historical cost convention, on a receipts and payments basis, in accordance with Section 133 of the Charities Act 2011 and following the guidance for accounting for smaller charities issued by the Charity Commission.

2. Employees

The average number of employees was NIL.