## **Trustees’ annual report (including Directors’ report) for the period** **From: 1 April 2023** **To: 31 March 2024** **Charity name: The Rachel Podger Foundation** ## **Charity registration number: 1196181** ## **Company number: n/a** ## **Objectives and activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To advance the education, appreciation, and
knowledge of the public in the art of classical
music, through the promotion of classical music
and live performance in general and principally,
but not exclusively, music of the Baroque era,
for the public benefit in the UK and other
countries around the world.| |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 provision of financial support towards live
performances, recordings and related activities
to promote an understanding and appreciation
of classical music from the Baroque period.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trustees confirm that they have referred to
the Charity Commission’s guidance on public
benefit when reviewing the charity’s aims and
objectives and in planning activities. The
activities undertaken to further the charity’s
purpose for the public benefit are outlined in
this report.| **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policyongrant making|Para 1.38|The Foundation’s policy on grant making was
agreed by the Trustees in October 2022 and will
be reviewed in Autumn 2024.| |Policy on social investment
including program related
investment|Para 1.38|n/a| |Contribution made by
volunteers|Para 1.38|n/a| |Other||Additional policies agreed by the Trustees cover:
Complaints, Conflict of Interests, Incident
Reporting, Authorisation for Small Payments,
Data Protection, Designated Gifts, Expenses and
Safeguarding| ## **Achievements and performance** |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.|Para 1.20|During the period covered by this Report the
Trustees carried out their charitable aim and
objectives by supporting the following performances
by Rachel Podger and Brecon Baroque:
Gower Festival, July 2023
Sonatas by Frescobaldi and other Italian masters of
the seventeenth century.
Machynlleth Festival, August 2023
Handel & Purcell Trio Sonatas.
Wimbledon International Festival, November 2023
A double programme exploring the world of Bach’s
instrumental concertos.
King’s Place (part of Rachel Podger’s residency),
December 2023
The Goldberg Variations, in a new arrangement by
Chad Kelly
Royal Welsh College of Music and Drama, March
2024
Chamber music with Toby Carr and Marcin
Swiatkiewicz
King’s Place (Part of Rachel Podger’s residency),
March 2024
‘From Darkness into Light’, the opening concert of
King’s Place’s Bach Weekend was a spiritual journey
of spiritual transformation for Eastertide. Beginning
with JS Bach’s_Nach dir, Herr verlanget_and
culminating in the joyous Easter Cantata, the
programme explored human frailty and lemtn
alongside longing and hope. Brecon Baroque were
joined by singers Zoe Brookshaw, Chiara Hendrick,
Jon Stainsby and Gwilym Bowen.
The Foundation also supported_The Muses Restor’d_
recording, made in November 2023 and released in
May 2024. Compared to the repertories of Italy and
Germany, the glories of English instrumental music
of the 17th and early 18th Centuries are largely
unknown. Rachel Podger together with five
musicians of Brecon Baroque shed light on this
underappreciated era in_The Muses Restor'd_, a
journey of violin-led chamber music from Jacobean
to Early Georgian England, ranging from the gentle
intimacy of consort idioms to the full-blown
instrumental virtuosity of the evolving baroque
period. This beautifully refined and intimately
chiselled chamber music celebrates a rich tradition
where the violin joins a plethora of keyboards, lutes,
viol and continuo cello reinstatingthese sonatas,| |---|---|---| fantasies, suites, grounds and popular tunes to the mainstream of English cultural life of the time. The recording features works by Handel, Lawes, Blow, Locke, Purcell, Schop, Jenkins, Baltzar and Jones. ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|The Trustees were pleased to continue to
achieve their objectives in the second year of
the Rachel Podger Foundation, especially given
the challengingfundingclimate.| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|Sufficient funds were raised to support all
planned activities.| |Investment performance
against objectives|Para 1.41|n/a| |Other||n/a| ## **Financial review** **----- Start of picture text -----**
Review of the charity’s Para 1.21 The Foundation carried forward £15,873 at the
financial position at the end end of the period, with £3,500 held as
of the period Designated Funds towards future recording and
performance projects.
Statement explaining the Para 1.22 The Trustees’ policy is to hold £5,000 as reserves
policy for holding reserves that could be available to provide support for
stating why they are held
unanticipated costs or future projects.
Amount of reserves held Para 1.22 At the end of the period the Foundation held
free reserves of £5,000
Reasons for holding zero Para 1.22 n/a
reserves
Details of fund materially in Para 1.24 n/a
deficit
Explanation of any Para 1.23 n/a
uncertainties about the
charity continuing as a going
concern
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Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal The Foundation’s funds were raised through
sources of funds (including donations from individuals and a grant from
Para 1.47
any fundraising) Kerkenstein Productions towards the recording
project.
Investment policy and n/a
objectives including any
Para 1.46
social investment policy
adopted
A description of the principal The Trustees have examined the major risks that
risks facing the charity the charity faces, in particular those related to
Para 1.46
the operations and finances, and are satisfied
that systems are in place to mitigate the
exposure to significant risks.
The Trustees consider the primary risk to be
fundraising, and have put clear systems in place
to ensure that the Foundation’s funding
position is confirmed before any commitments
of future support are made.
Other n/a
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## **Structure, governance and management** **----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing document: Para 1.25 The Rachel Podger Foundation is governed by its
for example, trust deed, constitution.
memorandum and articles of
association etc
How is the charity Para 1.25 The charity is a Charitable Incorporated
constituted? Organisation (CIO).
for example limited company,
unincorporated association,
CIO
Trustee selection methods Para 1.25 Members of the Board of Trustees are
including details of any appointed or removed by resolution of the
constitutional provisions e.g.
trustees. In selecting individuals for
election to post or name of
appointment, the Trustees have regard for
any person or body entitled
the skills, knowledge and experience
to appoint one or more
trustees required for the effective administration of
the charity.
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|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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|New Trustees meet with the Chair and receive
an induction pack including Constitution,
policies, previous minutes and financial reports.| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|n/a| |Relationship with any related
parties|Para 1.51|n/a| |Other||n/a| ## **Reference and administrative details** Charity name **The Rachel Podger Foundation** Other name the charity uses **n/a** Registered charity number **1196181** Charity’s principal address **68 South Park Road, Wimbledon, London, SW19 8SZ** **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Dr Stefan Paetke Chair
2 Lord Terence Burns
3 Robert Ayling CBE
Christophe Appointed 23 June 2023
4
Kasolowsky
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Corporate trustees names of the directors at the date the report was approved
Director name
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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 company has taken advantage of the small companies’ exemption in preparing the report above.** **The trustees declare that they have approved the trustees’ report (including directors’ report) above.** **Signed on behalf of the charity’s trustees/directors** **Signature(s) Full name(s)** Stefan Paetke **Position (for example** Chair **Secretary, Chair, etc) Date** 19 December 2024 The Rachel Podger Foundation Yearend - 31st March 2024 Charlty Nurnber: 1196181 awrlty Numb•r 1196181 y￿rend 31st March W• r•port to the Inthes on my emmhation ol the 8ccwrt8 of Ihe above ¢h•rlty Tru￿ for year ended 318t March 2024 As the tharity tru8tees of the Tn*t. you 8fe r¢8porn*Jl• for preparalion ofthe acc￿ li a¢¢ordan the requremwts of th• Charfties A¢t 2011 llht Acn. Our ex8min8tion w48 ¢8thed oul kn accordance with the General threctioro by the Charity C¢mmlB¥ionern. An èxamhation a review ol Ihe a¢countw r•wd& kopt by tho and eompiriw of thè •e¢ounts presented wlth those fecordB. Ind•p￿d•￿t oxamlnerfs Stat•mo In the cour8e ol our examknation. no matter ha6 ¢om• to w attention: IA) vA)i¢h gfves UB reasonable (•w to Ihat kn, any matsdal rèspect. the trth•8 h•ve not met the r*qulrements to enBure that.. ' proper accourkny r•cords •r• k•pt kn ¥*th 88C1k￿ 130 of the 2011 Act,. and ' a¢counts are prep•r8d T*tkh agree th• recordi and compty the •¢co￿￿9 r•qutr•ments ol Ihe 2011 A¢1: or 181 to **kh. kn my Opkn￿. att￿tIon *h￿a￿a bt In order to a propw ur#*8fgtAndrvJ of the fjecounts to be reached. C•lh•rfn• Chartered ACCo￿￿8nt The Old 8Bnk Beaufort Streot Crlckhowell NP8 1A0 Rathd Podger Fowdaban 1196181 Company No Annual accounts for the nod 01104r2023 31103r2024 Section A Statement of financial activities (including summary income and expenditure account) Ro¢omm•nd•d ¢at•gtykns ty4¢tlvlty tWKls T4)l•l IWKII prtir y•ar furAI$ In¢om• (Noto 3) FOI F02 F03 F04 F05 8.336 47.756 B.336 3S.667 hgr114bby 13.017 93 51.027 2,226 58.318 Total Expèndltyre {Note$ 81 58,318 Exptndtturn I￿.. R•Wry lu 65.787 65.787 11,541 460 14.865 810 $11 460 77,788 819 15.684 Totrl 812 N•t incon￿l0¥pendl￿r0) b•lorn tsx br thè rnporting por￿1 Tw $13 19,470 19.470 35.343 14 N•t incom•ll•xpth￿l￿rnI thr ta¥ b•lorn investmènt gain#lllg44••1 $1$ 19,470 19,470 35.343 810 811 Nèt in¢¢xnellexpendlbJrn) Extraordinary it•m$ Tr•n$f¢rs between funds Other recognisqd gain511l0s￿$l. 19.470 19,470 35,343 819 ￿•1￿￿jn & fixed N*tmovem•ntln fi￿d8 35,343 Recon¢thaLlon ol 35.343 15,873 Tot41 lunds ean1•dI￿￿￿d 15,673 35.343 1196181 Section B Balance sheet Flxed a8s0ts kntanglble •5s•t• Tanglble •s•ets Nerttag• as•￿$ 11101• 151 INot• ln TotyfiL¥•d••* Curr•nt a$s•ls 8tock• IN¢*• 181 INot• 191 INol• 17AI C*$h at b•nk hand INot• 241 rotyiewr•fti•ts•ts B¥0 10. 10, Cr•dltor•' du•th*h on• y••r IP41*• 201 8.422 8.422 35.343 35.343 on• y••r IN0¢• 201 Provlilon• lor IlWI# 015 TolaTn￿•S&•ty orl•blPth• 24,372 24.3n Funds of th• Charlty Endowm•n¢ lund* INote 271 Re¥tffti•d fynds IF401* 2n OMlgn•t•d Fund¥ INot• 27) UnF••til¢t•d lur￿* 3.X*J 15.8r2 15.872 R•v•luatl¢>n fqMIV• F*lr Val￿ rM• Companl•s Act 2(W. S￿Ill• S PAETKE Ccih (Extd) lw121￿4 Section C Notes to the accounts (conti Note 2 Accounting policies Thls $t8ftd8rnT Ibl o18¢eoundng policies has boon ty th• ¢h•rlty•xeept for t1￿0 d*r•d. Wh•rn • dIffer￿1 or addit￿n¥1P0l￿Y has b8en •dW Ih#n thls is deMil¢d In the bDX b•low. 2.1 RECONCILIATION WITH PREVIOUS GENERALLY ACCEPTED ACCOUNTING PRACTICE Ple4•e provlde * descriptlon of th¢ natuiè of each Cban In a¢¢ountlng pollcy St*rt ol pwiod End ol perl(Kl Fund b•l•n¢M *• W￿lOU•1Y Bt*t•d AdJusfrn•nl•.' Fund b41•n￿ M rethtsd 102 End of N•t In¢¢m•l(•xp•ndTrtyrnl M pr•vlou•ly AdluBtm•nt&' Pr•vloy• p•rlod nat Inc4mthtl•xp¢ndlturnl re•t•t•d CC17a (Exeell 7W12r2024 Stction C oies 10 ihe accounts ICOnEI Note 2 2.2 INCOME Nlo. Oll¥¢tdr •*wi•w rr•iis.IO*+S.12 FRS102 Sfft. Ytt. •' y•M• Nl•' Yes. NID" Yo. Nl•' tsclNV* Ye5" SC*A. cct7 FRS 102 SCIIP IW1¥2024 Nl&' Yes" P40. Im• 2.3 EXPENDITURE AND UABILITIES Nla. Yv. No. Nla. Ye•" Y•s' Cffjl•rt•d Nty. ovlthn• for Il•bWIIw Yg5' Nl•" Ba•lE flnan¢k•l IQ.7 FRS102 SCItP. pw 11.17 * 11 1&, Fll811tt 5Tr, 2.4 ASSETS bychwlty Nl4' Nth" CC17FRS 1028QRP I￿￿20?4 $iec*s andt*wk prryrN• Ya. Nla" POUCIES ADOPTED ADDITK>NAL TO OR DIFFERENT FROM THOSE ABOVE CC17 FRS ta2Y•JRP 1911W2024 Section C Note5 to IhE Jccoiini¥ Note 3 13.Iri] 12.1¥2 Totsl ¢h•rftht4• 17A 14rhynlkih Fesltr 55 PIKe C*( 13 24 18. 16.7 47. Othw Iradthq T*1 Inve#trn•rrtA'. T•lal S•par•i• mil•r￿1 ol Incom• Tc4•1 h•r'. Int•tMt Gfft A￿j Accu•d OtMr 311 T￿1 TOTAL INCOME m*¢rl*'. Ip1th5•dkn¢th•th• n4wr4 amouTrt•lld wlw •rnountsl bw Ift¢14ul•th In thcom•, •Mplainth• oTr*thi¢hlh CC17•{E￿) 19112r2024 14, 527D 23921 *27 921 Ret U4t24 1698 41DC 767 *¢¢rwi RP gc¢a T• 6S9 Fe Section C Notes to the accounts Icontl Note 19 Debtorn and prepayments Please complete th1$ note Mth• charty has any debtors or prepaynmnts. 19.1 Analysls of debtors Th18 year Last year Trade debtors Prepayments and accruèd Income Other debtorn 9,200 1,139 2,385 Totsl 10.339 2,385 Compl•te 19.2 whorn a mat•rfal d•btor18 rneov•rnbl• mor• than a year after th• rnportlng date. 19.2 DISCI￿Urn of debtors r•coverabh In mor• than 1 y•ar {Included In debtors abov•) Thls year Last year Trade debtors Prepayrnents and a¢cn*d Income Oth•r debtors Totsl CC178 (Excel) 12 1911212024 Section C Notes to the accounts {contl Note 20 Creditors and accruals Please completo thls n¢Xe If the charlty has any eredltors or accruals. 20.1 Analysis of credttorn Amounts falllng due within one year This year Last year Amounts falling due after more than one year Thls year Last year Ac¢rual¥ for grants payab Bank loans and overdrafts Trade ¢rodttors 8,422 Poyments re¢elvod on account for contracts or perfornianctrrelated grants Acerual$ and deferrad Ineom• Taxatlon and Soclal sa¢urlty Other er•ditors Total 20.2 Deferred Income Pleas• complete th18 noto If the eharlty ha8 def•rrnd Incom•. Please ex Igln the rnasons wh Income Is deleffed. m0ven￿nt In defonvd Income accl￿nt This yaar Last year Balance at the start of the reporting pertod Amounts added in currènt period Amounts released to Income from pr•vious perl¢)ds Balance at tho end of the reporting perlod CC178 (Excel) 13 1911212024 Section C Notes to the accounts (cont} Not• 24 Cash at bank and In hand Th18 year Last year Short terni cash inv•stments {l•ss than 3 months maturlty date) Short temi deposits Cash at bank and on hand Other Total 22,455 CC17a (Excel) 14 1911212024 11111111111111111 Illlllllllllll