CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the tTU8to0s1 members of The IAbtton Concert Series On accounts for the year ended 315t December 2023 Charlty no (if any) 1203462 Set out on pages 14 {TTUStees' Annual Repjrt for the period) and pages &6 (Receipts and payments aCunts for the period) I report to the trustees on my examination of the accounts ofthe above charrty Iyhe Trust.) for the period ended Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of rnport of the accounts in accordance with the requirements of the Charities Acl 2011 Ilhe Act.). I report in respect of my examination of the Trusl's 8ntS Carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commisgon under section 14515}Ibl of the Act. I have completed my examination. I confim that no material matters have come to my attention in connection with the examination which gives me Cause to believe that in, any material Spect.. accounting records were not kept in accordan with section 130 of the Act or the accounts do not accord with the accounting records Indèpandent examlnerfs statement I have no concems and have come across no olher matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signod: Date: Name: Nigel Dav Granger Relevant professional qualifl¢ationlsl or body (rf any): Charterpd Accountant (Retired) Address: Parkfiekl House, Alkerton Easlington Gloucestershire GL10 3AA Section B Disclosure on Complete if the examiner needs to highlight matters of concem18ee CC32, Independent examination of charity lnts.. directions and guidance for examinern). IER October 2018
Give hor• brlef detalls of any items that the •xamlner $h•S to di•¢108a. None IER Octobor 2018
CHARITY COMMISSION FOR ENGLAND AND WALES Wotton Concert Sarfes Receipts and payments accounts CC16a Forth8 period from To 7th June 2023 31st O&c8rrb8r 2023 Section A Receipts and payments Unrestricted fund8 Endowment funds to Il ly41 £ Rg$trtct8d fund5 Total funds Last yfrar to th• nDiv•ut £ to th• noir•it É to thw f A1 Recel t8 C•sh receiv&d from predecessor uninco rated associal 1,531 Sub total(Gmss income forAR) 1,531 1,531 A2 A88&t and Invo•tmant salm. 80• tabl• Sub total Total rocelpts 1.531 1.031 A3Po ment• Sub tot•1 A4 A88•t and Invé•tmenl pur¢ha8•1, {••• table) Sub tot•1 Tot•lpaym8nts Alet of re¢elpts/(wyments) AS Tran•f•rs b•twe8n funds A6 C••h funds last year ¢nd Cash funds this year ond 1.531 1,531 1,531 1,S31 CCXX R1 accounts ISSI 1210912024
Section B Statement of assets and liabilities at the end of the period Ullrestricted funds to &rSt £ Restricted fund5 Endowment funds Categories Details 81 Cash funds C•¥h 1.531 Total cash funds 1,531 Unrestrlcted fund5 Restrl¢tèd fund5 Endowment funds to ¥r081 £ Details to Mar•$t E B2 Othèr monètary assots rAYr•nt valuB nAII Detalls bBlr¢wJ llonall B3 Inve$tm¢nt assets Fu1 tg whlch •$¥ot bvl¢x¥J CArrfjrt v•14 Detalls 84 Assèts retalngd for th? charity'$ own use C4mt duo Detalls B5 Lhbllltlgs Suned by gne ortwo Irusiéès on behalf of al the Irusie8S S&natur8 Print Name Date of approv81 Christo hèr Redenth Jarre5 Myrtow Trustee CCXX R2 8ccounls ISSI 1210912024
Trustees. Annual Report for the period Period start dale Period end date From June 2023 To 31 DecÈmber 2023 Section A Reference and administration details Charity name The Wotton Concert Series Other names charlty is known by Registered charlly number {if any) 1203462 Charlty's prlnclpal address Littleworth Comer Amberley Gloucestershire Postcode GL5 SAW Names of the charity trustees who manage the charity Dat•$ actèd if not for whole ear Trust8• namg Offlce Ilf any) Chair, Truslees Name of person (or body) gntitled toa oint trustee ifan Christopher Roderick James Marlow Benedict Hoffnung Artistic Director, Trustee Edward Scandrett Harford Roger Wyn-Jones Trustee Hon. Treasurer, Trustee 10 13 14 15 16 17 18 19 20 TAR March 2012
Names of the trustees for the charity, if any, (for example, any custodlan trustees) Name Dates acted if not for whole ear See above Names and addresses of advlsers (Optlonal Infomiatlon> e of adviser Name Address Name of chief exocutlve or names of senior staff members (Oplional information) Section B Structure, overnance and mana ement Description of the charity's trusts Constitution as charitable incorporaled organisation (CIO) Type of governing document ie.tJ, Irusi oeeo, COllJ151UI How the charity is constituted leg. Trusi. associaiion, L.OmPI. cio Trustee selection methods leo- agpoinieo Iiy, EIQE.ieu '. i. I Appointed by resolution of the Trustees Addltlonal governance issues (Optional informatlon) You may choose to include additional information, where relevant, about.. policies and procedures adopted for the induclion and training of trustees., the charity's organisalional slrLSCture and any wider network with which the charity works; • relalionship with any related parties; trustees. consideralion of major risks and the system and procedures to manage them. TAR March 2012
Section C Ob"ectives and activities To promote, maintain, improve and advance the education of the public in the art and science of music, including by the presentation of public concerts and recitals in South Gloucestershire and such other locations as the trustees shall from time to time determine. Summary of the objects ofthe charity set out In Its governing document During the period under review, the charity was preparing for its programme of concerts in 2024, and initiating its educational programme. Summary of the main acllvltles undertaken for the publlc benefil In relation lo these objects Ilnclude wlthln this section the statutory declaratlon that trustees have had regard to the guidance Issued by the Charlty Commlsslon on publlc bonefltl In so doing, the Trustees have had regard to the guidance on public benefit issued by the Charity Commission, as required by Section 17(51 of the Charities Act 8nd the Charities (Accounts and Reports) Regulations 2008. Addltlonal detall8 of obJ8ctlves and actlvltles {Optlonal Informatlon) Section D Achievements and performance The charity was fomed in June 2023. and during the period under r8view was preparing for ils programme of concerts in 2024, including by initiating a programme of fund-raising and attending to the other administrative and compliance matters necessary for the 2024 programme to proceed. Summary of Iha maln achlevements of the charlty durlng the year Section E Financial review Brlef stalem8nt of the charity's pollcy on reserves The charity received a mere £1,530 as initial funding during the period under review, and together with funds reived on or after 1. January 2024 these funds will be applied towards the 2024 and subsequent conrtS promoted by the charity and, as the educational programme develops, towards that programme. More generally, the charity's funding, and therefore th8 ¢oncert and educational programmes it promotes, are entirely dependent on the degree to which the costs of promoting concerts can be met by donations and ticket income. The Trustees, present intention is to accumulate and maintain reserves which are sufficient lo enable the promotion of the next year's concert and educational programmes. However. this will of necessity be reviewed from time lo time as the chari 's activities develo TAR March 2012
Details of any funds materially in deficit NIA Further flnanclal revlaw detalls (Optlonal InformatSon) The charity's initial funding was sourced from its predecessor, being the balance held by Wotton under Edge cOnrt Series lan unincorporated association) You may choose to include additional information, where relevant about: the charity's principal sources of funds lincluding any fundraising)., how expenditure has supported the key objectives of the charity., investment policy and objectives including any ethical investment policy adopted. Section F Other optional information The charity Lsndertook a successful fund-raising campaign early in 2024 which was designed lo enable the re-launch of the concert progr8mme previously carried on Ipre-covidl by the Wollon under Edge Concert Series (see above). In the event, the charity was able lo promote a successful concert in June 2024, and is presently organising another concert in Novèmber 2024. Further plans are afoot for a three concert programme for 2025. The charlty's determination to maintain the quality of the musical programme means that current donation levels mLssI be maintained and. ideally, improved. The Trustees also hope it will be possible to secure some more permanent "structural" funding as the programme develops. The Trustees will also be looking for new sources of funding for the educational programme. Section G Declaration The trust8e8 declare that they have approved the trust8es' report above. Slgned on bohalf of the charlty's trustees Slgnature{s) Full namelsl Christopher Roderick James Marlow Posltlon {èg Secretary, Chalr, etc) Chair, Trustees Date TAR March 2012