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2025-04-30-accounts

KENDAL Midday CONCERT CLUB

ACCOUNTS FOR THE YEAR ENDED 30[th] APRIL 2025

Annual Report as at 30[th] April 2025

List of Trustees

Sheila Mary Powney, Chair John Hiley, Artists Secretary Avril Margaret Hallam, Treasurer Rosemary Howell, Secretary David Smethurst David Telford Reed Elizabeth Moreton

The Charity operates under a constitution with the object of fostering the appreciation of music in the County of Cumbria. The management of the Club is carried out by the Trustees, listed above, on a voluntary basis. The Chair of the Trustees is Sheila Mary Powney. Four committee meetings were held during thee year.

During the year thirteen concerts were held at Kendal Town Hall. One concert was for children from local primary schools, free of charge.

Funding for the concerts is obtained from the general public, either by way of purchasing season tickets at the start of the season or by buying tickets on the day of the concert. Funds are also obtained through our Patrons Scheme. All monies are used to pay artists’ fees, to maintain the Steinway Grand Piano, owned by the Club, insurance, printing, hire of the Assembly Room and general administration expenses. This year we ran at a loss.

Savings of £107,502 held in CCLA Management Ltd Charity Fund are to enable the Club to purchase a new Steinway Piano when needed but also from this fund we donate to local organisations to foster appreciation and learning of music. Also held by CCLA is a separate account called Dr Margaret Jackson and Mr Derrick Johnson Memorial Fund, valued at £57,534 this is used to encourage appreciation of music for the young by providing concerts for school children each year.

It is hoped that the Trustees will be able to continue providing high standard concerts in the future for the people of Cumbria.

Contact: Mrs A M Hallam 5 Harmony Hill Milnthorpe Cumbria LA7 7QA

KENDAL MIDDAY CONCERT CLUB

Receipts and Payments Account for the year to 30[th] April 2025

2024
Receipts
£
11,630
Season Tickets
1,440
Membership
16,548
Single Tickets
1,040
Income Tax Rebate – Gift Aid
2,500
Transfer from Dr Jackson and Mr Derrick Johnson
Memorial Fund – COIF Charity Account
1,220
Collection for coffee
3,310
Patron’s Scheme
-
C. Slater payment of invoice
80
Accommodation for visitor
100
Piano Hire
37,868
Payments
27,574
Artists and Expenses
1,145
Printing and Stationary
-
Web domain services
2,170
Hire of Assembly Hall and Georgian Room
630
Purchase of coffee
670
Steinway Piano expenses
540
Insurance
298
Making Music (NFMS)
1,440
First Aid cover
350
Advertisement
646
Administration
1,306
Performing Rights Society
36,769
1,099
Surplus (Deficit) for the season
Current Account
3,003
Opening Balance – Cash at Bank
£4,102
Closing Balance
Premium Interest Account
12,300
Opening Balance
136

Bank Interest
£12,436
Closing Balance
2025
£
10,800
1,240
15,799
1,326
1,800
1,240
4,175
68
-
300
36,748
29,341
1,076
223
2,503
805
600
588
411
1,410
350
695
-
38,002
(1,254)
4,102
£ 2,848
12,436
136
£12,572

KENDAL MIDDAY CONCERT CLUB cont Receipts and Payments Account for the Year to 30[th] April 2025

2024 2025
£ £
COIF Charity Fund – Steinway Piano Replacement Fund
103,835 Opening Balance 113,857
10,022 Capital Grown/Loss during year (1,655)
- Grants given during year
Lake District Summer Music (2,000)
Keldwyth Award Society (2,000)
Westmorland Youth Orchestra ( 700)
113,857 Closing Balance 107,502
COIF Charity Fund – Dr Margaret Jackson and
Mr Derrick Johnson’s Memorial Fund
45,791 Opening Balance 47,507
(2,500) Sale of units for Children’s Concert ( 1,800)
- Legacy 13,145
4,216 Capital growth/loss during year (1,318)
47,507 Closing Balance £57,534
ASSETS AND FUNDS OF THE CLUB AS AT 30TH APRIL 2025
4,102 Current Account 2,848
12,436 Premier Account 12,572
10,232 Janus Henderson High Interest Fund Shares Class A (Inc) 10,312
113,857 COIF Charity Fund – Steinway Replacement Fund
107,502
47,507 COIF Charity Fund – Dr Margaret Jackson and
Mr Derrick Johnson’s Memorial Fund 57,534
110,400 Steinway Piano Model D Grand No. 597137 110,400
1,000 4 Hand made mahogany music stands - estimated value 1,000
1,000 2 Piano stools – estimated value 1,000
300,534 £303,168

I have examined the Accounts of the above Concert Club with the general directions given by the Charity Commissioners. The Bank and Investment Accounts have been verified. In my opinion the Accounts give a true representation of The Club’s finances as a 30[th] April 2025.

Bill Wood

Bill Wood Independent Examiner

Mary Powney

Mary Powney Chair

KENDAL MIDDAY CONCERT CLUB

ACCOUNTS FOR THE YEAR ENDED 30TH APRIL 2025

Independent Examiner’s Report

I have examined the Accounts of the above Concert Club in accordance with the general directions given by the Charity Commission. The Bank and Investment Accounts have been verified.

Bill Wood

BILL WOOD Independent Examiner

June 2025