Charity Trustees, Annual Report for the period 1st January 2024 to 31" December 2024 fo r N a rbe rth J a zz Cl O (tharitable Incorporated Organisation) Registered Charity Number 1198306 Narberth Jazz Bodringallt, Gelli Hill, Llawhaden, NARBERTH. SA67 8DL
The Narberth Jazz Annual Re ort for 2024. Trustee Names Richard Darwin [Chair] Ben Morris [Resigned 31/12/24] Sue Gavin [Vice Chair] Graham Aveyard [Membership Secretary] Declan Connolly [Events Organiser] Leslie Lanman [Secretary] Gordon Barry [Treasurer] Jackie Palit [Resigned 4/5124] Trevor Clapp Structure and details of how it is mana Currently the Trustee Committee manages the charity's operations on a voluntary basis. Meeting at least twice a month. once as a formal committee meeting and once at an organised Narberth Jazz event. How trustees are recruited Current CIO trustee5 were appointed from the previous Narberth Jazz Club committee, which was previously founded as an unincorporated club. Future potential trustee recruitment to include a simple application and interview process having the intention to recruit trustees in line with identified skills gaps. Ob"ectives and activities in the ear Narberth Jazz's objectives are: Yo promote, improve. develop and mointain public education in. and an appreciation of, the art ond science ofiazz music in West Wales by encouraging social interartion ond understanding across all age groups and abilities, through the provision of accessible and inclusive live and recorded jazz music performonce and education. In this year the following were supported. Monthly Events held at Pembrokeshire venues. Which included: January 11th Hot Club Gallois February 15th The Mingus Project March 21St_ Dave Jones Quintet April 11th Eddie Gripper May 161h _ Dom Norcross with James Chadwid( June 20th _ Clark TraY Quintet
July 28th Narberth Jazz Garden Party at Lampeter House with The Swingin. Netdes, Keith Marshal Quartet, Ketth Marshal Lrttle Big Band August- no event September 19th Dale Sto October 1 P - Alan Bames wtth John Gibbon Trio November 21st _ Vic Partridge Hot Five December- no event Narberth Youth Band is planned to offer young people the opportunity to develop their instrumental skills, play with others and to develop their personal confidence. SO far we are still looking for a Leaderto take on the task but have identified volunteerswho have offered help. We are however continuing to work with Jazz Explorers Cymru to progress this projert. Care Homes hold many people who benefit from entertainment and music but have huge restrictions on getting out to events. Sadly our manpower resources have not allowed us to developthis idea which is now, sadly, in abeyance. The Charity's website www.narberth"axz.wales was developed in the Autumn 2021 wtth support by the HLF-D3tris project from PLANED and by a Trustee. This comprehensive and constantly updated site all0v both the publicising of our events and news, plu5 an event ticket purchasing facility- We also have Facebook, Instagram and Twitter presence. We are currently actively looking for a Project Manager for these and other media platforms.
Narberth Jazz CIO REGISTERED CHARITY NUMBER: 1198306 REPORT OF THE TRUSTEES AND AUDITED FINANCIAL STATEMENTS FOR THE PERIOD ljanuary 2024TO 31 December 2024 Compiled by: William Gordon Barry.. IEng, FIET. Bodringallt. Gelli Hill, Uawhaden. NARBEKtH. SA67 8DL Treasurer for NARBERTH JAZZ CIO
CONTENTS OF THE FINANCIAL STATEMENTS FOR THE PERIOD l January 2024TO 31 December 2024 Page Report of the Trustees Statement of Financial Artivities Statement of Financial Position Notes to the Finanaal Statements Detailed Statement of Financial Activities 4T0 5
NARBERTH JAZZ CIO Page I REPORT OF THE TRUSTEES FOR THE PERIOD I JANUARY 2024 TO 31 DECEMBER 2024 The trustees present their report with the financial statements of the charity forthe period l January 2024 to 31 December 2024. The trustees have adopted the provisions ot Accounting and Reporting by CharFties-. Statement of Recommended Practice applicable to charities preparing their accounts in accordan with the Finanoal Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 leffective l January 20191. OBJECtIVES AND ACTIVITIES Objectives and aims To promote. improve, develop ond mointoin public educotion in. and on OPPTeci(rtion of. the ort ond science of jazz musicin West Wales byencouro9lngsIaIInterUttIO ond understonding ocross ollage groups and (ybilities, through the provision of accessible und inclusive live and recordedjozz music performonce andeduc(rtion. Public benefit The charity has had due regard for the Chartty Qjmmission's general guidan on public benefft when reviewing its objertives and planning rts future artivities. FINANCIAL REVIEW Total funding reiVed during the year was £2,tKI6 and resour expended during the year amounted to £1,425 resulting in unrestritted reserves at the end of the year of £5.571. STRucfuRE, GOVERNANCE AND MANAGEMENT Governing document The charity is controlled by its governing documenL a deed of trust and 15 constituted as a charitable incorporated ooanisation ICIOI. REFERENCE AND ADMINIStRAT]VE DETAILS RegiSted Charity number 1198306 Registered by the Charity Commi10n on the 21° March 2022 Princi al addre55 Bodringallt Llawhaden NARBERTH SA67 8DI 2 Trustees Richard Darwin Ichairl Ben Morris IResigned 311121241 Sue Gavin EVI Chairl Graham Aveyard Imembership Secretary] Declan Connolly IEvents Organiser] Leslie Lanman Isecretaryl Gordon Barry tTreasurerl Jackie Palit IResigned 415/241 Trevor Clapp Page 2
NARBERTH JAZZ CIO Approved by order of the board of trustees on 17th April 2025 and signed on its behalf by: hair. PRINT NAME_ STATEMENT OF FINANCIAL AcfiviTIES FOR THE PERIOD l January 2024 TO 31 December 2024 Income and Ex enditure Incomin resources 2024 2023 Subscri tions 775 Donations 155 264 Event incotne 1.191 2.006 161 Total incomin Resources ex resources nded 1200 ui ment 60 210 Administration 1.305 60 1.425 581 678 Bank fees Total Resources e nded Nel incomel ex ndi(ure Total funds brought forwards Total funds carried foThvards 60 948 252 4.990 4738 5A71
NARBERTH JAZZ CIO Page 3 srATEMENT OF FINANCIAL POSITION 31 DECEMBER 2024 Notes 2024 Total Funds 2023 Total Funds CURRENT ASSETS Cash at bank 5.281 4,68 Cash held by Treasurer CREDITORS mounts falling due wrthin one year NET CURRENT ASSErs 5.571 4.98 OTAL ASSETS LESS CURRENT LIABILITIES 5,571 4,98 Net Assets Unrestricted Funds 5571 5.571 4,98 4.98 OTAL FUNDS 5571 The notes fomi part of these financial Statements
NARBERTH JAZZ CIO Page 4 NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD I JANUARY 2024 TO 31 DECEMBER 2024 ACCOUNTING POLICIES Basis of preparing the financial statements The financial statements of the charity, which is a public benefrt entity under FRS 102, have been prepared in accordance with the Charities SORP IFRS 1021 'Accounting and Reporting by Charities= Statement of Recommended Prartice applicable to charwties preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 102) leffertive l January 20191 Financial Reporting Standard 102 The Financial Reporting Stsndard applicable in the UK and Republic of Ireland and the Charities Act 2011. The financial statements have been prepared under the historical cost convention. Income All income is recognised in thestatement of FinancDI Activities0n the chartty ha5 entitlementto the funds. it is probable that the income will be received and the amount can be measured reliably. ExpenditLJre Liabilities are recognised as expendrture as soon as there is a legal or construrtive obligation commttting the charity to that expenditure. vt is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted foron an accruals basis and has been classtfied under headings that aggate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activttses on a basis consistent with the use of resources. Taxation The charity is exempt from tax on its charttable activities. Fund accounting Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees. Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrirtions arise when specified by the donor or when funds are raised for particular restricted purposes. Further explanation of the nature and purpose of each fund is included in the notes to the financial statements. TRUSTEES REMUNERATION AND BENEFITS There were no trustees remuneration or other benefits for the period ended 31 December 2024. Trustees expenses There were no trustees, expenses paid for the period ended 31 December 2024.
NARBERTH JAZZ CIO Page 5 NOTES TO THE FINANCIAL STATEMENTS- -continued FOR THE PERIOD I JANUARY 2024 TO 31 DECEMBER 2024 CREDrtORS: AMOUNTS FALLING DUE WITHIN ONE YEAR Other creditors MOVEMENT IN FUNDS Unrestritted funds 2WI 5,571 2023 4,989 General fund TOTAL FUNDS 5.571 Net movement in funds. ilded in the atx)ve are as follows= 4,989 Opening balan Income in year Expenditure in year Closing Funds 31.12.2024 Unrestrirted funds General Fund 4,989 10,621 -10.039 5,571 TOTAL FUNDS 4.989 10.621 -10.039 5.571 REL4TED PARTY DISCLOSURES There were no related party transactions forthe period ended 31 December 2023. The financial statements were approved by the Board of Trustees and authorised for issue on the AGM of Ith April 2025 and were signed on its behalf by: Chair. PRI[ NAME....-.............__...........
NARBERTH JAZZ CIO This page does not form part of the StatutoryAccounts and is prepared for inforniation only. Page 6 Profit and Loss 2024 2023 Events onty Total Events only Totsl Income Event Ticket Sales Membership fees Donations & Sponsors Event Raffle Event Bar/food Loan 7754.00 7.754.IX) 660.0) 156.57 6792 6.792 775 264 741.30 741.30 676 676 58.88 315 315 1.250.(XJ 1,450 Total Income 855QL8 10.620.75 7783 10.271 Direct event Costs Band fee and costs, room hire etc. Event promotion Barlfood purchases. Band CD sales Loan repaid Direct Wages (Event Manager, sound. lights, etcl Tirtal costs 6428.70. 6.428.70 158.70 6629 6.629 262 158.70 262 226.25 226.25 1.250.IX) 1,450 550. 550.(K) 730 730 7363.65 8.613.65 7621 9,071 Gross Profrt 1190S3 (M)7.10 162 1.200 Administration Costs Insurance & Licenses Web costs 117.(M) 157 144.CQ Communications Marketing & Advert15ing (Promotion) Card & Zettle Fee Admin linc Xmas I Accountants Equipment Repairs/Mtnc/purchase Bank Char8es & O/D Int. Total Overheads 55 198.52 125.17 450.96 27LLIX) ioi 240 155 60 1,425.65 Trdding Net Profft (Lossl Balan Sheet BIF from previous year P&L Closing BalarKe 21Y24 581.45 252 4.989.46 4,738 252 581.45 5570.91 4.989
CHARITY (OMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Narberth Jau CIO Ona¢¢wThtshrth• y•r•nd•d 31 DecernbÈr 2024 1198306 2-5 attathed I report to the Injstees on my èxaminabon of thè accounts of the above charity llhe Trusfi for Ihe period ended 31 Decembèr 2024. R8sponslbllltles and basls As the charrtrfs trustees. you are Tesponsible for the pr8paralion of the of report aOUnts in accordance the requirernents of the Charities Act 2011 1.the I r8POrt in respect of my xamination of tha Trusys 8ecnunls Carried out undef section 145 of the 2011 Act and in carrying out my examination, I have fdlowed all the applicable Directions given by th8 Charity Commission under section 1451SMbl of the ACL Independent exarninerfs I have complet8d my ex8min8tion. l (xthrm that no material matters have statement o)me to my attenb.on in connection wtth the èxamination which giv8$ mg use to believe that in, any material respecL. the accountiThJ reo)rds wera not kept in aco)TdancE with sè¢tlon 130 of th8 Charities Act.. or the ar£ounts did not awd with the accounting records: or the accounts did not o)mply with the applicable requirements conceming the fomi and content of accounts set out in the Charitses (Accounts and Reports) Regulations 2008 other than any requirement that the a(xx)unts give a 1Ne and fair, view which Is not a matter (x)nsidered as part of an indepen¢J8nt examination. I have concems 80d have across no other matters in connectton th thè èxamination to which attention should be drawn in this rèwrt in order lo enable a prOr understanding of the accounts to be reached Slgn•d.. Nam•: Jay Yk R•levant prol•$slonal qualm¢atlonl81 or body lfjl •AyI: ACA Ann St8ph8n6 & CcpanY timrtod AHon5bank, Narb8rfh, P•moK5knW8 SA67 8RF