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2024-06-30-accounts

REGISTERED COMPANY NUMBER: 01262387 (England and Wales) REGISTERED CHARITY NUMBER: 271765

REPORT OF THE TRUSTEES AND

FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2024

FOR

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

Malthouse & Company Chartered Accountants and Statutory Auditors America House, Rumford Court Rumford Place Liverpool Merseyside L3 9DD

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2024

Page
Report of the Trustees 1 to 12
Report of the Independent Auditors 13 to 17
Statement of Financial Activities 18
Balance Sheet 19 to 20
Cash Flow Statement 21
Notes to the Cash Flow Statement 22
Notes to the Financial Statements 23 to 34
Detailed Statement of Financial Activities 35 to 37

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 JUNE 2024

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 30 June 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

Page 1

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 JUNE 2024

OBJECTIVES AND ACTIVITIES

Objectives and aims

The charity's object and principal activity continues to be to promote, maintain, improve and advance education and the encouragement of the arts, by the presentation of musical performances and educational activities.

The charity's mission is:

Our vision is:

The charity's work is underpinned by the following key principles:

Programme

People

Place

Participation

Page 2

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 JUNE 2024

In fulfilling these objectives during the year and in planning the charity's activities, the trustees have considered the Charity Commission's guidance on the public benefit requirements of Section 4, Chapter 1, of the Charities Act 2011, including the guidance on public benefit and fee charging. In setting the level of fees, charges and concessions, the trustees give careful consideration to the accessibility of the performances and activities for those on low incomes.

Page 3

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 JUNE 2024

OBJECTIVES AND ACTIVITIES Significant activities

Overview

The 2023-24 Season saw more than 40 performances across six countries, alongside a busy filming schedule to create content for Handel for All, and a celebration of our 50th anniversary season. The orchestra's performances were consistently popular and received strong critical responses across the globe.

London Series

Our strong relationship with the Wigmore Hall continued across 2023-24, with three concerts, all directed by TEC's Artistic Director Harry Bicket, beginning with Clori, Tirsi e Fileno (18 October 2023), a comic cantata by Handel for two sopranos and countertenor, sung by Ailish Tynan, Joélle Harvey and Iestyn Davies.

A performance with Lucy Crowe, Joanna Songi, Iestyn Davies, James Way and Ashley Riches on 29 January 2024 featured a programme of Handel, including Tanti strali al sen mi scocchi, Trio Sonata in B flat, Il duello amoroso, and finishing with the masterful Dixit Dominus. This performance received two five-star reviews, described as a 'heavenly display' by Neil Fisher for the Times and 'electrifying' by Barry Creasy for MusicOMH.

The third and final Wigmore Hall concert of the Season took place on 10 April, with a programme exploring Handel and his contemporaries, Vivaldi and Corelli, again featuring soloist Iestyn Davies.

All three Wigmore Hall concerts in the 2023-24 Season were filmed for Handel for All and will be released over the coming months.

Other London performances included Bach Cantatas and the Brandenburg Concerto No. 3 at the BBC Proms, directed by Kristian Bezuidenhout and with soloist Iestyn Davies, a concert performance of Handel's Amadigi at St Martin-in-the-Fields in conjunction with the Handel Hendrix House Handeliade, and the little performed Handel Brockes Passion, which took place at St George's Hanover Square. The London season ended with a mini-residency of three concerts at Handel Hendrix House in May 2024.

Regional

Highlights of our regional touring programme this year included a return to the Buxton International Festival with soloist Nicola Benedetti, and a concert of Mozart, including overtures and arias from The Marriage of Figaro, Cosí fan tutte, and The Magic Flute directed by TEC's founder, Trevor Pinnock. Other regional performances included Acis and Galatea for the Handel Hendrix House Handeliade at Boughton House in Northamptonshire, Rodelinda at Saffron Hall, Saffron Walden, part of a world-tour of the opera, and an evening with Dame Sarah Connolly for the Surrey Hills Festival in Guildford.

International

International touring continues to be an important element of TEC's yearly schedule.

November and December saw our most ambitious project of the Season, an international tour of Handel's Rodelinda, with performances at Zellerbach Hall (Berkeley), the Dorothy Chandler Pavilion (Los Angeles), Carnegie Hall (New York), Shanghai Concert Hall and the Incheon Arts Centre, as well as Saffron Hall in the UK . The US portion of the tour also featured a chamber music concert at Caramoor Centre for Music and Arts in New York State.

Page 4

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 JUNE 2024

OBJECTIVES AND ACTIVITIES

We also took performances of the Messiah to Valencia, and Monteverdi's Poppea to Madrid and Barcelona, and delivered two concerts focusing on recorder repertoire with Maurice Steger as part of the Schleswig Holstein Festival in Germany.

Garsington Opera

Our partnership with Garsington Opera continues to move from strength to strength. For the 2024 Season we performed Rameau's Platée, which was filmed for release on OperaVision at a later date. One of our performances from the 2023 Season, ll Barbiere di Siviglia, was also available to stream on OperaVision for 6 months.

Digital and Recording

In November 2023 we released Handel's Messiah on Warner Classics, conducted by John Nelson and featuring soloists Lucy Crowe, Alex Potter, Michael Spyres and Matthew Brook, described as a 'lively, stylish performance' by the Financial Times.

The 2023-24 season marked the first full year of our ambitious Handel for All programme, a project which aims to democratise access to baroque music by filming high quality videos of all of Handel's music, and making them freely available via an online library.

We released five videos on Handel for All this year; Music for the Royal Fireworks, Saul (in three acts), and Tanti Strali al Sen mi Scocchi; and recorded seven new pieces; Amadigi, Clori, Tirsi e Fileno, Dixit Dominus, Brockes Passion, Rodelinda, Concerto Grosso HWV329, and Splenda l'alba, all of which are now pending release. Over the course of 23-24, Handel for All videos received more than 294,000 views from 57 different countries across the world, making a global watch-time of 34,748 hours - more than four years.

Response to the project so far has been exceptionally positive, with digital audience members commenting particularly on the value that Handel for All brings to those for whom access to live performances is not always simple;

"Wonderful performance. Thank you so much. A great resource for Handel lovers living outside London."

"An extraordinary and beautifully played performance. Everything is exquisite. What a great gift is being offered to us. This extraordinary project is honoring [sic] one of the greatest composers of all time. Thanks to "The English Concert" for this monumental legacy."

Selection of Critical Review

BBC Prom

The Arts Desk, 26 August, 4* review by Rachel Halliburton

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 JUNE 2024

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

OBJECTIVES AND ACTIVITIES

Handel's Amadigi di Gaula

Planet Hugill, 22 September, review by Robert Hugill

Handel's Rodelinda

San Francisco Classical Voice, 21 November, review by Nicholas Jones

Opera Today 03 December, review for Handel's Rodelinda at Saffron Hall

Handel's Messiah Recording

The Times, 22 November, 5* review by Geoff Brown

Handel's Brockes Passion

The Times, 28 March, 5* review by Daniel Lewis

Bachtrack, 28 March, 4* review by Roy Westbrook

Handel's Dixit Dominus at Wigmore Hall

Opera Now, Summer 2024, 4* review by Robert Thicknesse

Rameau's Platée at Garsington Opera

I News, 31 May, 4* review by Michael Church

Observer, 02 June, 4* review by Stephen Pritchard

Page 6

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 JUNE 2024

OBJECTIVES AND ACTIVITIES

Opera Magazine, August 2024, review by Yehuda Shapiro

FINANCIAL REVIEW

The Statement of Financial Activities shows a surplus of £12,472 (2023: £148,709) for the year and the Balance Sheet shows accumulated reserves of £448,804 (2023: £436,332).

Total income for the year was £1,209,154 (a decrease on 2023 - £1,643,484).

The period showed a decrease in UK engagement income compared to 2022/23 from £1,098,496 to £892,526. This decrease was anticipated in the budgets for the current year, as the Trustees were expecting the charitable company's concert schedule to be a little smaller. Support costs increased somewhat to £335,487 (2023: £251,412).

Artists fees were decreased (£524,864) compared to last year (£593,691), with artist travelling also decreasing from £476,474 to £227,789, as a result of the smaller concert programme.

Any shortfall in income against these activities was again subsidised by grant and donation income, which the Trustees are continually looking to maximise.

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THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 JUNE 2024

FUTURE PLANS

The English Concert's 2024/25 season continues our commitment to excellence in Baroque performance. The music of Handel and Bach feature prominently and will be explored through collaborations with distinguished artists and innovative programming across multiple continents.

Highlights of the season include an international tour of Handel's Messiah with visits to Spain, Italy and the UK, Handel's Giulio Cesare featuring Louise Alder and Christophe Dumaux with performances planned across the UK (Barbican Centre) and North America(Berkeley, Carnegie Hall NYC and Omaha), directed by Harry Bicket, a special residency at Wigmore Hall (three concerts), and two concerts at St Martin in the Fields focusing on larger scale Bach repertoire (Cantatas and Mass in B Minor).

Our acclaimed Handel for All project continues with new releases including Handel's Foundling Hospital Anthem and the Brockes Passion (amongst others), and several new performances, including Giulio Cesare, will be filmed for future release. The orchestra will maintain its presence at major festivals including Garsington Opera (Fidelio and Rodelinda), Buxton and Bath Bachfest, while expanding its educational outreach through our Fellowship programme.

Notable guest artists joining us this season include directors Kristian Bezuidenhout, Trevor Pinnock, Francesco Corti, Peter Whelan and soloists Iestyn Davies, Lucy Crowe, Paula Murrihy, Beth Taylor, Chiara Skerath, Hilary Cronin, Lucile Richardot, Matthew Brook, Morgan Pearse, John Holiday, Rachel Redmond, Sam Boden, Alexander Chance, Katie Bray, James Way, Jess Dandy, Ashley Riches, and Patrick Grahl, bringing fresh interpretations to both familiar and rarely-performed works from the Baroque repertoire.

Our commitment to reaching wider audiences continues through digital initiatives and community engagement programs, ensuring that baroque music remains accessible to diverse audiences worldwide.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The English Concert (formerly P.E.C. Concerts Limited) is a company limited by guarantee, governed by its Memorandum and Articles of Association dated 10th June 1976 as amended to allow for current governance arrangements on 30th October 2000. It changed its name on the 27th August 2009. It is registered as a charity with the Charity Commission. In the event of the company being wound up the members are required to contribute an amount not exceeding £1.

Recruitment and appointment of new trustees

The directors of the charitable company (the charity) are its trustees for the purpose of charity law and throughout this report are collectively referred to as the trustees.

As set out in the Articles of Association, the Board of Trustees has the power to appoint additional trustees as it considers fit to do so.

Organisation

Full trustee meetings take place quarterly.

Trustees retire in rotation. An annual review of the Board’s composition is undertaken, following which new trustees may be sought or existing trustees re-appointed.

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THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 JUNE 2024

STRUCTURE, GOVERNANCE AND MANAGEMENT

Induction and training of new trustees

An induction programme is followed for newly appointed trustees during which they are provided with an overview of the charity's operations and their responsibilities and receive key information regarding the constitution of the charity and its financial statements.

Committees

The Board supports the orchestra's administrative team through a group of committees with particular areas of responsibility. These include the following:

Management and Artistic Direction

Harry Bicket OBE, continued to serve as Artistic Director, expanding the artistic reputation of The English Concert and our philanthropic base.

Kristian Bezuidenhout, our guest principal director, both conducted and performed with The English Concert during the season.

The trustees would also like to thank all the guest directors, soloists, and musicians who, during the year, contributed to the artistic success of the charity, enabling us to deliver on our objectives.

The English Concert's Management team during the 2023/24 financial year comprised the following:

Additionally, Harriet Bruce provided bookkeeper services, Heather Dwyer provided Trust and Foundations support and we employed the services of Rebecca Driver Media Relations to manage our PR activities.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Company number

01262387 (England and Wales)

Registered Charity number

271765

Page 9

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 JUNE 2024

Registered office

Malthouse & Co America House Rumford Place Liverpool L3 9DD

Trustees

Robin Binks (resigned 19.3.24) George Burnett (Chair) Alan Gemes Richard Golding Alan Harley Nicola Oppenheimer Joseph Smouha Hugh Tilney Simon Weil Vivienne Monk Alison Mendes (resigned 9.2.24) Annette Campbell-White Janet Reeve Ian Andrews Vittoria Isabella De Sabata (appointed 19.3.24) Virginia Anne Gabbertas (appointed 19.6.24)

Artistic Director

Harry Bicket

Chief Executive

Alfonso Leal Del Ojo

Auditors

Malthouse & Company Chartered Accountants and Statutory Auditors America House, Rumford Court Rumford Place Liverpool Merseyside L3 9DD

Bankers

C Hoare & Co 37 Fleet Street London EC4P 4DQ

Page 10

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 JUNE 2024

REFERENCE AND ADMINISTRATIVE DETAILS

Solicitors

Charles Russell Speechlys LLP 5 Fleet Place London EC4M 7RD

RESERVES POLICY AND RISK MANAGEMENT

The Trustees recognise that it is essential to maintain a level of reserves that is commensurate with the substantial risks of concert promotion and orchestral touring. These risks are reviewed on a regular basis in light of the charity’s commitments and available resources. The current minimum target for reserves is £150,000, which is equivalent to approximately six months fixed operating costs or, alternatively and in extremely unlikely circumstances, it represents a provision against the possibility of performance fees not ultimately being received on a large-scale artistic project.

Additionally, to bolster the Handel for All project and reduce the financial risks associated with its heightened commitments, the trustees have unanimously approved the establishment of a designated fund specifically earmarked for this initiative. This decision includes prudently setting an initial investment of £150,000 from current unrestricted reserves, with an ultimate reserves target of £200,000 for this fund.

The Trustees reaffirm their intention to continue to add to reserves as the level of activity grows and the fundraising effort gains momentum.

The Trustees continue to undertake regular reviews of key financial systems.

RELATED PARTIES

None of our trustees receive remuneration or other benefit from their work with the charity. Any relationship between a trustee or manager of the charity with a related party must be disclosed to the full board of trustees. Any such transactions are included in the notes to the financial statements.

PAY POLICY FOR SENIOR STAFF

All directors (trustees) give of their time freely and no director received remuneration in the year. Details of any expenses and related party transactions are disclosed in the notes to the financial statements. The pay of the senior staff is reviewed annually and normally increased in accordance with average earnings.

STATEMENT OF TRUSTEES' RESPONSIBILITIES

The trustees (who are also the directors of The English Concert (A Company Limited by Guarantee) for the purposes of company law) are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) including Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland".

Page 11

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 JUNE 2024

STATEMENT OF TRUSTEES' RESPONSIBILITIES - continued

Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing those financial statements, the trustees are required to

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

In so far as the trustees are aware:

Approved by order of the board of trustees on 02/12/2024........................ and signed on its behalf by:

George Burnett George Burnett (Jan 9, 2025 21:31 GMT) ....................................................................

George Burnett - Trustee

Page 12

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

Opinion

We have audited the financial statements of The English Concert (A Company Limited by Guarantee) (the 'charitable company') for the year ended 30 June 2024 which comprise the Statement of Financial Activities, the Balance Sheet, the Cash Flow Statement and notes to the financial statements, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice), including Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland'.

In our opinion the financial statements:

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditors' responsibilities for the audit of the financial statements section of our report. We are independent of the charitable company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC's Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charitable company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

Page 13

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

Other information

The trustees are responsible for the other information. The other information comprises the information included in the Annual Report, other than the financial statements and our Report of the Independent Auditors thereon.

Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. We have nothing to report in this regard.

Opinions on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the charitable company and its environment obtained in the course of the audit, we have not identified material misstatements in the Report of the Trustees.

We have nothing to report in respect of the following matters where the Companies Act 2006 requires us to report to you if, in our opinion:

Responsibilities of trustees

As explained more fully in the Statement of Trustees' Responsibilities, the trustees (who are also the directors of the charitable company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the charitable company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so.

Page 14

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

Our responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue a Report of the Independent Auditors that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements. As part of an audit in accordance with ISAs (UK), we exercise professional judgement and maintain professional scepticism throughout the audit. We also:

We communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and significant audit findings, including any significant deficiencies in internal control that we identify during our audit.

The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

Our approach to identifying and assessing the risks of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, was as follows:

Page 15

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

We assessed the susceptibility of the charitable company’s financial statements to material misstatement, including obtaining an understanding of how fraud might occur, by:

To address the risk of fraud through management bias and override of controls, we:

In response to the risk of irregularities and non-compliance with laws and regulations, we designed procedures which included, but were not limited to:

There are inherent limitations in our audit procedures described above. The more removed that laws and regulations are from financial transactions, the less likely it is that we would become aware of non-compliance. Auditing standards also limit the audit procedures required to identify non-compliance with laws and regulations to enquiry of the directors and other management and the inspection of regulatory and legal correspondence, if any.

Material misstatements that arise due to fraud can be harder to detect than those that arise from error as they may involve deliberate concealment or collusion.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council's website at www.frc.org.uk/auditorsresponsibilities. This description forms part of our Report of the Independent Auditors.

Page 16

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

Use of our report

This report is made solely to the charitable company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company's members those matters we are required to state to them in an auditors' report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company's members as a body, for our audit work, for this report, or for the opinions we have formed.

Guy Playfer BA FCA (Senior Statutory Auditor) for and on behalf of Malthouse & Company Chartered Accountants and Statutory Auditors America House, Rumford Court Rumford Place Liverpool Merseyside L3 9DD

Date: .............................................

Page 17

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 30 JUNE 2024

Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
Charitable activities
4
Income from the operation of concert
orchestra productions
Investment income
3
Other income
Total
EXPENDITURE ON
Raising funds
5
Charitable activities
6
Expenditure from the operation of concert
orchestra productions
Total
NET INCOME
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
Unrestricted
funds
£
90,713
892,526
252
156,316
1,139,807
12,251
1,115,084
1,127,335
12,472
436,332
448,804
Restricted
fund
£
69,347
-
-
-
69,347
-
69,347
69,347
-
-
-
30.6.24
Total
funds
£
160,060
892,526
252
156,316
1,209,154
12,251
1,184,431
1,196,682
12,472
436,332
448,804
30.6.23
Total
funds
£
363,024
1,098,496
313
181,651
1,643,484
680
1,494,095
1,494,775
148,709
287,623
436,332

The notes form part of these financial statements

Page 18

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

BALANCE SHEET 30 JUNE 2024

Unrestricted
funds
Notes
£
FIXED ASSETS
Tangible assets
13
3,049
CURRENT ASSETS
Stocks
14
200
Debtors
15
299,738
Cash at bank and in hand
332,368
632,306
CREDITORS
Amounts falling due within one year
16
(186,551)
NET CURRENT ASSETS
445,755
TOTAL ASSETS LESS CURRENT
LIABILITIES
448,804
NET ASSETS/(LIABILITIES)
448,804
FUNDS
18
Unrestricted funds:
General fund
Designated fund
TOTAL FUNDS
Restricted
fund
£
-
-
-
-
-
-
-
-
-
30.6.24
Total
funds
£
3,049
200
299,738
332,368
632,306
(186,551)
445,755
448,804
448,804
298,804
150,000
448,804
448,804
30.6.23
Total
funds
£
6,159
200
461,696
101,266
563,162
(132,989)
430,173
436,332
436,332
286,332
150,000
436,332
436,332

The notes form part of these financial statements

continued...

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THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

BALANCE SHEET - continued 30 JUNE 2024

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on ........02/12/2024.............. and were signed on its behalf by:

George Burnett George Burnett (Jan 9, 2025 21:31 GMT)

............................................. George Burnett - Trustee

The notes form part of these financial statements

Page 20

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

CASH FLOW STATEMENT FOR THE YEAR ENDED 30 JUNE 2024

Notes
Cash flows from operating activities
Cash generated from operations
1
Taxation refund
Net cash provided by/(used in) operating activities
Cash flows from investing activities
Purchase of tangible fixed assets
Sale of tangible fixed assets
Interest received
Net cash provided by/(used in) investing activities
Change in cash and cash equivalents in
the reporting period
Cash and cash equivalents at the
beginning of the reporting period
Cash and cash equivalents at the end of
the reporting period
30.6.24
£
(45,308)
276,300
230,992
(143)
1
252
110
231,102
101,266
332,368
30.6.23
£
(168,088)
22,471
(145,617)
(3,468)
-
313
(3,155)
(148,772)
250,038
101,266

The notes form part of these financial statements

Page 21

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE CASH FLOW STATEMENT FOR THE YEAR ENDED 30 JUNE 2024

1. RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES

Net income for the reporting period (as per the Statement of
Financial Activities)
Adjustments for:
Depreciation charges
Loss on disposal of fixed assets
Interest received
Increase in debtors
Increase/(decrease) in creditors
Net cash used in operations
30.6.24
£
12,472
1,692
1,560
(252)
(114,342)
53,562
(45,308)
30.6.23
£
148,709
1,597
-
(313)
(262,913)
(55,168)
(168,088)

2. ANALYSIS OF CHANGES IN NET FUNDS

At 1.7.23 Cash flow At 30.6.24
£ £ £
Net cash
Cash at bank and in hand 101,266 231,102 332,368
101,266 231,102 332,368
Total 101,266 231,102 332,368

The notes form part of these financial statements

Page 22

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2024

1. ACCOUNTING POLICIES

BASIS OF PREPARING THE FINANCIAL STATEMENTS

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

INCOME

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably. The following specific policies are applied to particular categories of income:

Donations and legacies (including grants)

These amounts are included in income when receivable, except when donors specify that amounts given to the charity must be used to defray the costs of a specific event or activity, in which case they are included according to the date of that event or activity.

Charitable activities - operation of concert orchestra productions

The company is a service providing charity. Its income from these trading activities relates essentially to the fulfilment of its charitable objects. These amounts comprise fees receivable from engagements, records, tickets and programmes sold together and promotional receipts to defray the cost of recordings undertaken. They are included according to the date of the related activity.

Charitable activities - sponsorship of concert orchestra productions

Amounts are included in incoming resources according to the date of the event for which they are specifically intended by the sponsor.

Investment income - interest on deposit account

Investment income is recognised on a receivable basis.

Other income - royalties

Royalties are included according to the date they were receivable.

Other income - orchestra tax credits

The charity receives orchestra tax credits from HMRC based on the losses made on orchestral productions. This income is included annually for completed performance runs.

continued...

Page 23

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 JUNE 2024

1. ACCOUNTING POLICIES - continued

EXPENDITURE

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it 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 for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources. The following specific policies are applied to particular categories of expenditure:

Raising funds

Fundraising expenditure comprises costs incurred in inviting individuals and organisations to contribute financially to the charity's work. This includes the cost of advertising for donations and the staging of special fundraising events.

Charitable activities - operation of concert orchestra productions

These amounts comprise the direct costs of staging musical performances and include artists fees, travel and expenses; venue hire and promotion; independent concert management fees and

expenses; the cost of records, music and copying. Expenditure has been included in the accounts on an accruals basis.

Support costs

Support costs include central functions and it is considered that the whole of these costs relate to charitable expenditure on concert engagements and recordings.

TANGIBLE FIXED ASSETS

Tangible fixed assets are stated at historical cost less accumulated depreciation.

Depreciation is provided in order to write off each asset over its expected useful life as follows:

Office furniture & equipment - 25% straight line

STOCKS

Stocks are valued at the lower of cost and net realisable value, after making due allowance for obsolete and slow moving items.

TAXATION

The charity is exempt from corporation tax on its charitable activities.

FUND ACCOUNTING

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

continued...

Page 24

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 JUNE 2024

1. ACCOUNTING POLICIES - continued

FUND ACCOUNTING

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions 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.

PENSION COSTS AND OTHER POST-RETIREMENT BENEFITS

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

FOREIGN CURRENCIES

Assets and liabilities in foreign currencies are translated into sterling at the rates of exchange ruling at the Balance Sheet date. Transactions in foreign currencies are translated into sterling at the rate ruling on the date of the transaction. Exchange differences are taken into account in arriving at the net income for the year.

IRRECOVERABLE VAT

Irrecoverable VAT is capitalised where it relates to fixed assets. Otherwise it is written off when incurred to the SOFA.

2. DONATIONS AND LEGACIES

Donations
Grants receivable
30.6.24
£
91,148
68,912
160,060
30.6.23
£
167,749
195,275
363,024

Page 25

continued...

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 JUNE 2024

3.
INVESTMENT INCOME
Deposit account interest
4.
INCOME FROM CHARITABLE ACTIVITIES
Activity
Fees receivable from
Income from the operation of concert
concert productions
orchestra productions
Fees receivable from own
Income from the operation of concert
promotions
orchestra productions
5.
RAISING FUNDS
RAISING DONATIONS AND LEGACIES
Fundraising costs of grants and donations
6.
CHARITABLE ACTIVITIES COSTS
Direct
Costs
£
Expenditure from the operation of
concert orchestra productions
848,944
30.6.24
£
252
30.6.24
£
888,627
3,899
892,526
30.6.24
£
12,251
Support
costs (see
note 7)
£
335,487
30.6.23
£
313
30.6.23
£
1,090,489
8,007
1,098,496
30.6.23
£
680
Totals
£
1,184,431

Page 26

continued...

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 JUNE 2024

7. SUPPORT COSTS

30.6.24 30.6.23
£ £
Wages 199,479 169,115
Social security 17,970 14,927
Pensions 5,922 5,009
Premises costs 22,099 17,287
Telephone & IT expenses 14,252 5,909
Printing, postage & stationery 1,836 2,571
General marketing 31,931 15,457
Sundry expenses 25,707 6,483
Subscriptions 3,165 3,254
Non-recoverable VAT - (6,063)
Depreciation of office furniture & equipment 1,692 1,597
Loss on sale of tangible fixed assets 1,560 -
Bank charges 2,335 1,830
Interest payable - -
Auditors' remuneration 5,500 5,000
Auditors' remuneration for non audit work - -
Bookkeeping 2,039 2,736
Legal fees - 6,300
335,487 251,412

8. NET INCOME/(EXPENDITURE)

Net income/(expenditure) is stated after charging/(crediting):

30.6.24 30.6.23
£ £
Auditors' remuneration 5,500 5,000
Depreciation - owned assets 1,692 1,597
Deficit on disposal of fixed assets 1,560 -
Operating lease expenses 8,400 3,500

continued...

Page 27

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 JUNE 2024

9. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 30 June 2024 nor for the year ended 30 June 2023.

TRUSTEES' EXPENSES

There were no trustees' expenses paid for the year ended 30 June 2024 nor for the year ended 30 June 2023.

10. STAFF COSTS

STAFF COSTS
Wages and salaries
Social security costs
Other pension costs
30.6.24
£
199,479
17,967
5,925
223,371
30.6.23
£
169,115
14,927
5,009
189,051

The average monthly number of employees during the year was as follows:

Direct charitable work

30.6.24 30.6.23
4 3

The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was:

£60,001 - £70,000
£70,001 - £80,000
30.6.24
1
1
2
30.6.23
-
1
1

continued...

Page 28

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 JUNE 2024

11.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
Restricted
funds
fund
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
202,749
160,275
Charitable activities
Income from the operation of concert
orchestra productions
1,098,496
-
Investment income
313
-
Other income
181,651
-
Total
1,483,209
160,275
EXPENDITURE ON
Raising funds
680
-
Charitable activities
Expenditure from the operation of concert
orchestra productions
1,333,820
160,275
Total
1,334,500
160,275
NET INCOME
148,709
-
RECONCILIATION OF FUNDS
Total funds brought forward
287,623
-
TOTAL FUNDS CARRIED FORWARD
436,332
-
Total
funds
£
363,024
1,098,496
313
181,651
1,643,484
680
1,494,095
1,494,775
148,709
287,623
436,332

continued...

Page 29

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 JUNE 2024

12. TAXATION

The charity is exempt from tax on income and gains falling within section 505 of the Taxes Act 1988 or section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects.

13. TANGIBLE FIXED ASSETS

TANGIBLE FIXED ASSETS
Office
furniture
& equipment
£
COST
At 1 July 2023 8,990
Additions 143
Disposals (2,270)
At 30 June 2024 6,863
DEPRECIATION
At 1 July 2023 2,831
Charge for year 1,692
Eliminated on disposal (709)
At 30 June 2024 3,814
NET BOOK VALUE
At 30 June 2024 3,049
At 30 June 2023 6,159

All tangible fixed assets are held for the charity's own use.

continued...

Page 30

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 JUNE 2024

14.
STOCKS
Stocks
15.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade debtors
Other debtors
Orchestra tax credits
VAT
16.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade creditors
Social security and other taxes
VAT
Other creditors
Accrued expenses
Deferred income
30.6.24
£
200
30.6.24
£
105,679
42,695
151,364
-
299,738
30.6.24
£
46,526
-
19,728
9,840
17,287
93,170
186,551
30.6.23
£
200
30.6.23
£
118,704
68,457
274,339
196
461,696
30.6.23
£
99,155
5,360
-
3,797
14,677
10,000
132,989

17. LEASING AGREEMENTS

Minimum lease payments under non-cancellable operating leases fall due as follows:

30.6.24 30.6.23
£ £
Within one year 8,400 8,400
Between one and five years 4,900 13,300
13,300 21,700

continued...

Page 31

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 JUNE 2024

18. MOVEMENT IN FUNDS

Unrestricted funds
General fund
Designated fund
TOTAL FUNDS
Net movement in funds, included in the above are as follows:
Unrestricted funds
General fund
Restricted funds
Restricted fund
TOTAL FUNDS
Comparatives for movement in funds
At 1.7.22
£
Unrestricted funds
General fund
287,623
Designated fund
-
287,623
TOTAL FUNDS
287,623
At 1.7.23
£
286,332
150,000
436,332
436,332

Incoming
resources
£
1,139,807
69,347
1,209,154
Net
movement
in funds
£
148,709
-
148,709
148,709
Net
movement
in funds
£
12,472
-
12,472
12,472
Resources
expended
£
(1,127,335)
(69,347)
(1,196,682)
Transfers
between
funds
£
(150,000)
150,000
-
-
At
30.6.24
£
298,804
150,000
448,804
448,804
Movement
in funds
£
12,472
-
12,472
At
30.6.23
£
286,332
150,000
436,332
436,332

continued...

Page 32

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 JUNE 2024

18. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
Restricted fund
TOTAL FUNDS
Incoming
resources
£
1,483,209
160,275
1,643,484
Resources
expended
£
(1,334,500)
(160,275)
(1,494,775)
Movement
in funds
£
148,709
-
148,709

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
Designated fund
TOTAL FUNDS
At 1.7.22
£
287,623
-
287,623
287,623
Net
movement
in funds
£
161,181
-
161,181
161,181
Transfers
between
funds
£
(150,000)
150,000
-
-
At
30.6.24
£
298,804
150,000
448,804
448,804

continued...

Page 33

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 JUNE 2024

18. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
Restricted fund
TOTAL FUNDS
Incoming
resources
£
2,623,016
229,622
2,852,638
Resources
expended
£
(2,461,835)
(229,622)
(2,691,457)
Movement
in funds
£
161,181
-
161,181

The designated fund is in respect of the Handel for All project, which seeks to film and record all of Handel's work and make it freely available.

19. RELATED PARTY DISCLOSURES

During the year, there was an amount of £20,000 (2023: £20,000) received from The Kathleen Hannay Memorial Charity, and an amount of £5,000 received from The Maria Bjornson Memorial Fund, both of which are charities in which S Weil is a trustee.

During the year, nine (2023: thirteen) of the trustees contributed personal donations totalling £35,010 (2023: £113,661), of which £15,446 (2023: £50,000) was the largest total donation made by a single donor.

During the year, legal fees totalling £nil (2023: £7,050) were paid to Charles Russell Speechlys LLP, a firm in which S Weil is a partner.

Page 34

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 JUNE 2024

INCOME AND ENDOWMENTS
Donations and legacies
Donations
Grants receivable
Investment income
Deposit account interest
Charitable activities
Fees receivable from concert productions
Fees receivable from own promotions
Other income
Royalties
Orchestra tax credits
Total incoming resources
EXPENDITURE
Raising donations and legacies
Fundraising costs of grants and donations
Charitable activities
Artists fees
Artists travel and expenses
Exchange rate variance
Venue costs
Carried forward
30.6.24
£
91,148
68,912
160,060
252
888,627
3,899
892,526
2,991
153,325
156,316
1,209,154
12,251
524,864
227,789
7,162
9,965
769,780
30.6.23
£
167,749
195,275
363,024
313
1,090,489
8,007
1,098,496
2,773
178,878
181,651
1,643,484
680
593,691
476,474
11,238
21,728
1,103,131

This page does not form part of the statutory financial statements

Page 35

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 JUNE 2024

Charitable activities
Brought forward
Management fees and expenses
Miscellaneous costs and commissions
Cost of records and tickets
Marketing, print and design
Purchase of music and copying
Performing Arts insurance
Support costs
Finance
Bank charges
Other
Wages
Social security
Pensions
Premises costs
Telephone & IT expenses
Printing, postage & stationery
General marketing
Sundry expenses
Subscriptions
Non-recoverable VAT
Depreciation of office furniture & equipment
Loss on sale of tangible fixed assets
Governance costs
Auditors' remuneration
Bookkeeping
Legal fees
30.6.24
£
769,780
-
54,281
4,276
15,808
1,731
3,068
848,944
2,335
199,479
17,967
5,925
22,099
14,252
1,836
31,931
25,707
3,165
-
1,692
1,560
325,613
5,500
2,039
-
7,539
30.6.23
£
1,103,131
5,863
113,397
7,918
7,199
2,074
3,101
1,242,683
1,830
169,115
14,927
5,009
17,287
5,909
2,571
15,457
6,483
3,254
(6,063)
1,597
-
235,546
5,000
2,736
6,300
14,036

This page does not form part of the statutory financial statements

Page 36

THE ENGLISH CONCERT (A COMPANY LIMITED BY GUARANTEE)

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 JUNE 2024

Total resources expended
Net income
30.6.24
£
1,196,682
12,472
30.6.23
£
1,494,775
148,709

This page does not form part of the statutory financial statements

Page 37