Trustees’ Annual Report for the period
From 30th September 2023 Period start date To 30th September 2024 Period end date
Charity name: Penarth Chamber Music Festival
Charity registration number: 1195835
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The object of Penarth Chamber Music Festival for the public beneft, is to advance education in, and raise public appreciation of, music and other arts principally through, but not limited to, the delivery of an annual festival, concerts, performances and workshops. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The festival is an annual 4 day event held in June/July consisting of around 20 concerts and talks. The events are mainly classical chamber music recitals, but include family concerts and workshops, relaxed concerts and workshops, young musicians concerts and masterclasses. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the guidance issued by the Charity Commission. |
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
| Contribution made by volunteers |
Para 1.38 | The festival engages a large body of volunteers, mainly young people and students to stage manage and support the festival events. |
|---|---|---|
| Other |
Achievements and Performance
SORP reference
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. This was the festival’s 10th anniversary year and it was celebrated in various ways. There were several extra events including additional morning concerts, a tour round the Gwendoline and Margaret Davies impressionist art collection at National Museum Cardiff, a day of events at RWCMD and a spectacular Gala Concert. This concert featured conductor Carlo Rizzi, soprano Katherine Dain (replacing the indisposed Rebecca Evans) a new commission written especially for the occasion by Huw Watkins, a narration also written specially by David Pountney and an outstanding roster of musicians with horn player Ben Goldscheider and Tenor James Gilchrist bringing the evening to a close with Britten Serenade for Tenor, Horn and Strings. This all attracted a very generous review in the Guardian. The other concerts were also very successful, Crumb’s Black Angels alongside Beethoven quartets, further works by Huw Watkins, another world premiere by Judith Bingham, actor Samuel West performed Schoenberg Ode to Napoleon, welsh traditional violinist Patrick Rimes led a fantastic folk evening, with the programming underpinned by masterpieces of the classical chamber music repertoire. The festival sold more than 1700 tickets including c.150 to young people. It also provided workshops in Ty Gwyn and Meadowbank Special Schools, and at Albert Primary School. The workshops at Ty Gwyn and Meadowbank led to attendance at the Relaxed Concert during the festival. The children from Albert Primary developed their own music and stories and performed alongside the festival musicians at the very well attended Family Concert. Huw Watkins and Rob Fokkens led some workshops for emerging composers, Young Musicians Showcases were of a very high standard and Laura Tunbridge and James Lea gave talks about Beethoven and Schoenberg. All the events were very well attended and there was an appropriate buzz to celebrate the 10th anniversary. The festival has achieved a huge amount over the 10 years. The chamber music scene in Cardiff and Penarth had almost completely disappeared when it started up in 2014. Since then the festival has breathed new life into the arts scene in South Wales reaching an ever increasing audience and presenting programmes exploring the western classical music tradition whilst showcasing new works and rarely performed masterpieces. |
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Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | September 30 2023 £18407.65 September 30 2024 £13187.40 The year ended 30th September 2024 produced an operating defcit of £5,600.88. A defcit for the year was budgeted for, to utilise some of the brought forward reserves but was higher than budget due to some extra costs incurred because of short notice changes in personnel. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The festival hold reserves in order to guard against risk of potentially volatile audience numbers in subsequent years |
| Amount of reserves held | Para 1.22 | Reserves brought forward into 2023-24 totalled £15,207.27 and with an operating defcit for the year of £5,600.88 the total reserves carried forward is £9,606.39. The bank balance at 30 September 2024 stood at £13,187.40, after adjusting for accrued fees and grant income the balance of £9,606.39 is in line with the total reserves carried forward. The 2024-25 Festival is budgeted to make an operating surplus. |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Ticket sales, grant fund raising and a friends of the festival scheme are the principal sources of funding. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | The main risks to the charity would be an unexpected and significant reduction in ticket income and/or fundraising income |
Other
Structure, Governance and Management
| Description of charity’s |
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|---|---|---|
| ~~t~~ ~~t~~ Type of governing document (trust deed, royal charter) |
Para 1.25 | CIO - Foundation |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more |
Para 1.25 | By majority vote of trustees. |
| ~~trustees~~ |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | Trustee David Adams is joint Artistic Director of the Festival with his wife Alice Neary Trustee Robert Fokkens is engaged as a composer to deliver composition workshops for young people. |
| Other |
Reference and Administrative details
| Charity name | Penarth Chamber Music Festival |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1195835 |
| Charity’s principal address | 26 Clive Place, Penarth, CF64 1AY |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
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|---|---|---|---|---|
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Peter Bellingham |
Chair | Trustee from 19/1/24 Chair from 14/7/25 |
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| Gywn Huw Davies |
Treasurer | Trustee from 14/07/25 |
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| David Adams | Artistic Director | |||
| Rob Fokkens | ||||
| Samantha Maskrey |
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| Geraint Talfan- Davis |
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| Sally Bird | ||||
| Rhys Taylor | Chair | 17/09/21-14/07/25 | ||
| Lisa Entwistle- Evans |
Treasurer | 17/09/21-14/07/25 | ||
Corporate trustees – names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets 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
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees Signature(s) Full name(s) Position (eg Secretary, Chair, etc)
Date