Trustees` Annual Report and Accounts 2015

Transcription

Report and Accounts
2015
Registered Office:
1 Savoy Hill, London WC2R 0BP (until 31st March 2015)
6 Trull Farm Buildings, Tetbury, Gloucestershire. GL8 8SQ (from 1st April 2015)
Company Limited by Guarantee No. 5638406 Registered in England and Wales
Charity Registration No. 1112457
Cover photograph: Live Music Now, Photo Credit: Tony Bartholomew
Live Music Now's Songs and Scones programme brings together older people who live on their own in the
community or in care homes for an afternoon of music, tea and conversation. Each session begins with an
informal participatory concert led by Live Music Now young professional musicians, trained to work with older
communities and those living with dementia, followed by time for refreshments and socialising. Presenting the
music in the form of a regular social event and giving everyone an active choice of programme provides an
excellent forum to make new friends, build optimism, confidence and self-esteem.
The D’Oyly Carte Charitable Trust has supported Live Music Now since 1996 and this year a grant of £4,000 is
supporting Songs and Scones in care and community settings across London.
The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales
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Report and Accounts
for year ended 31st March, 2015
INDEX
Page(s)
Trustees' Report
Historical Background
Governing Document
Measuring Impact and Public Benefit
Charitable Objective
Grant-making Priorities 2015-2018
Grant-making Restrictions/Exclusions
Trustees
Governance
Management
Year under Review
Application procedure
Grant Monitoring and Evaluation
Investment Management
Investment Policy and Objectives
Financial Review
Reserves Policy
Internal Controls
Risk Management
Annual Review
D'Oyly Carte Chair in Medicine and the Arts at King's College London
D’Oyly Carte Opera Company’s Archive
General Grant Activity
Trustees' Responsibilities
Accounts for the Year Ended 31st March, 2015
Auditor's Report
Statement of Financial Activities
Balance Sheet
Notes to the Accounts
Appendix 1
Grants 2014 & 2015
5
6
6
6
7
8
9
10
11
12
13
14
15
15
15
16
16
17
17
20
21
38
39
41
42
43
47
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Trustees’ Report for the year ended 31st March 2015
Trustees
Jeremy Leigh Pemberton CBE, DL (Chairman)
Henry Freeland RIBA
Andrew Jackson
Dr. Michael O’Brien FRCP
Francesca Radcliffe
Julia Sibley MBE
Andrew Wimble
(The Trustees are also Directors of the Charitable Company)
Executive Director
Jane Thorne
Auditors
Baker Tilly UK Audit LLP
Portland,
25 High Street,
Crawley, West Sussex,
RH10 1BG
Bankers
Barclays Bank Plc
1 Churchill Place
London E14 5HP
Investment Managers
Lazard Asset Management
50 Stratton Street
London W1J 8LL
st
Cazenove Capital Management
12 Moorgate
London EC2R 6DA
(until 1 February 2015)
Investec Wealth & Investment
30 Gresham Street
London EC2V 7QN
nd
(from 2 February 2015)
Solicitors
Macfarlanes LLP
20 Cursitor Street
London EC4A 1LT
Registered Address
1 Savoy Hill, London WC2R 0BP (until 31st March 2015)
6 Trull Farm Buildings, Tetbury, Gloucestershire. GL8 8SQ (from 1st April 2015)
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Historical Background
The D’Oyly Carte Charitable Trust was founded by the late Dame Bridget D’Oyly Carte, DBE in
1972 as an endowed grant-making foundation.
Dame Bridget was the grand-daughter of Richard D’Oyly Carte, the theatrical impresario who
famously built and opened the Savoy Theatre in 1881 and the Savoy Hotel in 1889. She was
a Director and Vice-Chairman of The Savoy Group (which included the Savoy Hotel and the
Savoy Theatre) and established The D’Oyly Carte Charitable Trust to support her personal
interests - other than the Gilbert & Sullivan operas. Certain charities in which she took a
special interest during her lifetime continue to be supported by the Trustees.
1998 marked a turning point in the history of the Trust when the Trustees, after taking legal
and financial advice, and with the approval of the Charity Commissioners, agreed to sell their
shares in The Savoy Hotel PLC (The Savoy Group) to Blackstone Hotel Acquisitions Company at
a total price of £39,043,535. This sum formed the capital assets of the Trust which have since
been invested in a diversified portfolio of investments.
Over the years the Trustees have sought to uphold the aims, interests and values of the
Trust’s benefactor, while adapting to the changing needs of the modern charitable world.
They feel privileged and proud to be able to support such a diverse range of charities seeking
in some way to improve people’s lives.
Dame Bridget D’Oyly Carte, DBE
1908-1985
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Governing Document
The D’Oyly Carte Charitable Trust became a Company Limited by Guarantee in 2005. In
November that year a new company (No. 5638406 Registered in England) was set up and
subsequently registered by the Charity Commission as The D’Oyly Carte Charitable Trust
under Charity Registration No. 1112457 in December 2005.
The Company is governed by a Memorandum and Articles of Association dated 14th
September 2005 and the operations and assets transferred to the Company as from 1st April,
2006. The initial members of the Company were the subscribers to the Memorandum and
Articles of Association, and, in relation to the Companies Act 2006, the Trustees are also
Directors of the Company.
Measuring Impact and Public Benefit
As a grant-making Trust, providing public benefit is at the heart of the Trust’s activity, as
demonstrated in the pages that follow in this Report. In exercising their powers and duties,
the Trustees confirm that they have referred to the guidance contained in the Charity
Commission’s general guidance on public benefit when reviewing the Trust’s aims and
objectives and in planning future activities and setting grant making policy.
Charitable Objective
The Trust’s objective is to make grants to Registered Charities concerned with the
advancement of such exclusively charitable objects as the Trustees shall from time to time
determine, in particular (but not limited to) the advancement of the arts, health and medical
welfare and environmental protection or improvement, especially within the priorities of its
grants policy.
The review of the past year on pages 17-37 and the full list of grants on pages 47 to 59
demonstrate that this objective continues to be achieved.
The majority of the Trust’s grant-making is reactive and is measured against what individual
charities are seeking to achieve. In most cases The D’Oyly Carte Charitable Trust is one of
several funders and cannot therefore take sole credit for the outcomes achieved.
The Trustees aim to create impact by supporting work that changes people’s lives for the
better and this is where public benefit is most directly achieved.
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Grant-making Priorities 2015-18
Notwithstanding the Trust’s overall charitable objectives for the public benefit, the Trustees
regularly review their policies, objectives and guidelines, and, following a full review in
November 2014, determined that their grant-making priorities for the three years 2015-2018
would focus on:The Arts
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Promotion of access, education and excellence in the arts for young people to increase
their opportunities to become involved outside school and to build future audiences
with special emphasis on choral singing for children and young people to encourage
recruitment into choirs
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Access to the arts for people who have least access to them
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Performance development opportunities in the performing arts for those in the early
stages of their careers, encouraging involvement in the community through
performances and workshops for the benefit of those with special needs and those
who would otherwise have no opportunity to hear or participate in a live performance
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Support for charities seeking to engage with young people on the fringes of society
through music and drama projects to improve their employability and diminish the risk
of social exclusion
Medical Welfare
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Provision of music and art therapy to improve the quality of life for the elderly and the
disabled, and in palliative care and in hospices, especially hospices operating in low
income and/or remote parts of the UK
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Support for charities concerned with alleviating the suffering of adults and children
with medical conditions who have difficulty finding support through traditional sources
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The welfare of those who care for others through the provision of holidays for those
carers who wouldn’t normally have a break from their responsibilities – and with
emphasis on projects and schemes that allow young carers to enjoy being children
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Support for charities seeking to rehabilitate young people on the fringes of society to
improve their employability and diminish the risk of social exclusion
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The Environment
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Conservation of the countryside and its woodlands, with emphasis on the
encouragement of voluntary work and active involvement in hands-on activities,
particularly activities that bring about positive changes in the lives of young people
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Protection of species within the UK and their habitats under threat or in decline
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Heritage conservation within the UK based on value to, and use by the local
community – the Trust favours projects that seek to create a new use for fine buildings
of architectural and historic merit to encourage the widest possible cross-section of
use. The Trust does not normally support major restorations but may support a
specific element if identified as appropriate to the aims of the Trust

Rural crafts and skills in heritage conservation, with emphasis on increasingly rare skills
that would otherwise be lost

Social and therapeutic horticulture: projects that use gardening or other
environmental activities to bring about positive changes in the lives of those who are
living with disabilities or ill-health
For projects working with children and young people, or vulnerable adults, it is the applicant
charity’s responsibility to have correct and up-to-date policies and procedures in place.
Grant-making Restrictions/Exclusions
The Trust is unlikely to support/respond to applications relating to the following:
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Advocacy
Animal welfare
Campaigning or lobbying
Capital projects (unless a specific element falls within the Trust’s remit)
Community transport organisations or services
Conferences and Seminars
Counselling and psychotherapy services
Cultural Festivals
Drug abuse or alcoholism rehabilitation
Educational projects linked to the National Curriculum
Endowments
Exhibitions
Expeditions and overseas travel
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Friend/Parent Teacher Associations
General and round-robin appeals
Individuals
Large national charities
Medical Research
NHS hospitals for operational and building costs
Organisations that are not Registered Charities (or accepted as Exempt Charities)
Projects taking place or benefiting people outside the UK
Recordings and commissioning of new works
Religious causes and activities
Routine maintenance of religious or historic buildings
Replacement or subsidy of statutory funding or for work we consider should be funded by
Government
Sport
Umbrella organisations
Universities, Colleges and Schools (other than those dedicated to the arts)
Schools, Nurseries and Playgroups (other than those for special needs children)
Works to enable a building to comply with the Disability Discrimination Act 2010
The Trustees do not consider requests from charities that have had an application turned down
until two years have elapsed after the date of rejection.
The D’Oyly Carte Charitable Trust is entirely separate from the aims and objectives of
The D’Oyly Carte Opera Trust.
Trustees
The Governing Document allows for up to a maximum of ten and a minimum of three
Trustees (also Directors for the purpose of company law) and those Trustees who served
during the year were Jeremy Leigh Pemberton, CBE, DL (Chairman), Henry Freeland RIBA,
Andrew Jackson, Dr. Michael O’Brien, FRCP, Francesca Radcliffe, Julia Sibley MBE and Andrew
Wimble who succeeded Jeremy Leigh Pemberton as Chairman of the Investment Committee
in October 2015. Jeremy Leigh Pemberton remains a member of the Investment Committee
with Julia Sibley.
The Trustees are also the Members of the Company and, under the terms of its Articles,
every Member promises, if the Charity is dissolved while he or she remains a member, or
within 12 months afterwards, to pay up to £10 towards the costs of dissolution and the
liabilities incurred by the Charity while he or she was a member.
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Trustees are selected based on the knowledge and skills they can contribute to the aims of
the Trust. Potential Trustees are interviewed by the Chairman, one other Trustee and the
Executive Director, and a recommendation is then placed before the Board of Trustees for
approval. All Trustees are experienced and actively involved with other charities and give
their time voluntarily, receiving no financial benefit from the charity.
During the year, Trustees attended a range of charity governance and investment seminars,
and, amongst many others, Jeremy Leigh Pemberton attended the annual seminar for Charity
Trustees hosted by Cazenove Capital Management and Andrew Wimble attended the 13th
Charity Finance Charity Investment Forum.
Governance
The D’Oyly Carte Charitable Trust is committed to applying the highest standards of ethical
conduct and integrity in its business activities. The Trustees, also being Directors of the
Company, and the Executive Director (the Company Secretary), recognise their duty to ensure
that the charity is compliant with the law and are committed to good governance and to
implementing and enforcing effective systems throughout the organisation to prevent any
improper conduct arising in their business dealings.
Against the background of the Trust’s work as defined in its objects, the Trustees consider
that the risk of the charity contravening The Bribery Act 2010 to be very small. For the
avoidance of doubt, however, The Trustees of The D’Oyly Carte Charitable Trust expressly
prohibit anyone associated with the charity from offering, giving, soliciting or accepting any
bribe (of whatever nature) in order to advantage in any way the charity, applicant charities,
themselves or persons/businesses connected with either.
Hospitality Register
A Hospitality Register is maintained to record visits made by Trustees and staff to grant
beneficiaries to whom grants are made or from whom grants are requested so as to monitor
performance and standards in relation to grants made or applications received.
Register of Trustees’ Interests
In accordance with the Charity Commissioners’ recommendation that charity trustees who
may have a personal interest in any matter before the trustees should declare that interest
and refrain from taking part in any discussion relating to it, a Register of Trustees’ interests is
maintained and updated annually. Trustees are required to disclose all relevant interests and
register them with the Executive Director, and, in accordance with the Trust’s policy,
withdraw from decisions where a conflict of interest arises.
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In addition, the connection of any Trustee with any application for a grant is not only noted in
the papers circulated prior to a Trustee meeting but also declared at the meeting and
recorded in the minutes of the meeting afterwards. Any such Trustee takes no part in any
decision regarding any such application.
Appointment of Auditor
Baker Tilly Audit UK LLP was reappointed as Auditor for the year ended 31st March 2015.
Management
The Trust is operated from offices managed by The Savoy and the Trustees continue to be
grateful for the facilities made available to them.
The day to day management of the Trust’s business is carried out by the Executive Director
whose remuneration for the time she spends in managing the Trust’s affairs is charged
through The Savoy. The Executive Director is neither a Trustee nor a Director of the
Company.
During the year the Trust developed a bespoke version of the Salesforce Customer
Relationship Management (CRM) system suitable for grant-makers, with support from The
Trust Partnership. This system now replaces the Trust’s old Access database, and a
new online application and reporting system via the Trust’s website
www.doylycartecharitabletrust.org became available from 1st April 2015.
It is anticipated that the Salesforce CRM will significantly streamline the Trust’s grant
administration and at the same time provide improved analytical tools for impact reporting.
Salesforce is a powerful cloud-based CRM system configured to manage the Trust’s complete end-to-end
grant process. It is both highly secure and easily accessible from anywhere with an internet connection.
Applications are received through an online form with Salesforce tracking where the applications are
within the Trust’s grant process. Reports, documentation, reminders and letters are easily produced. The
Salesforce Foundation donates systems with ten user licences free to registered charities.
The Trust’s accounting function has been outsourced to The Trust Partnership since 1st
February 2013 and from the 1st April 2015 The Trust Partnership will also become responsible
for the administration of grant applications under the guidance of the Executive Director.
The Trust Partnership is a specialist organisation with a diverse range of service offerings for trusts and grant making
charities. With a flexible approach to clients’ requirements, its ‘shared services’ infrastructure aims to reduce costs and
increase efficiency.
Its services to charities include Charity Administration, Grant Management, Book-keeping and
Accounting.
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The Year under Review
For the year ended 31st March 2015, total incoming resources amounted to £1,557,171
compared to £1,361,483 in the previous year, an increase of 14.4%.
Grants agreed during the year amounted to £1,118,643, a slight decrease of 11% compared to
the previous year when grants totalling £1,257,351 were agreed.
Support costs increased during the year from £55,685 to £57,401 (an increase of 3.1%) and
there was also a 39.8% increase in Governance costs from £27,812 in 2013/14 to £38,893,
due largely to investment review consultancy fees (see page 15) and IT costs relating to the
Trust’s new website and the implementation of online application.
Costs of Generating Funds (Investment Management fees) increased by 5.4% from £181,890
in 2013/14 to £191,795 in the year under review.
Annual Costs Comparison
Costs of generating funds
Governance costs
Support costs
£181,890
£191,795
£27,812
£38,893
£55,685
2013/14
£57,401
2014/15
£1,257,351
Grants agreed
£1,118,643
£1,361,483
Incoming resources
£1,557,171
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Application Procedure
The Trustees make grants for charitable activity which they hope will improve the quality of
life for people, especially those who are disadvantaged in some way.
The Trustees
concentrate this activity by supporting charities in specific areas of interest connected with
the arts, medical welfare and the environment, as reflected in their Grant-making Priorities.
The Trust invites applications from charities whose operational area is within the United
Kingdom. The majority of applications are considered by the Trustees three times a year in
March, July and November. Applications from individuals are not considered.
From 1st April 2015 registered charities wishing to apply for a grant are requested to do so
online via the Trust’s website www.doylycartecharitabletrust.org. Applicants are required to
study the Trust’s online Guidelines before submitting an application to ensure full compliance
and an eligibility portal indicates whether an application can proceed to the online application
form.
Once an application has been submitted via the website an automatically generated response
will confirm receipt to the applicant, with a copy of their application. Full guidance is
available on the website, and, if needed, additional help can be obtained by telephone from
the Grants Administrator on 0203 637 3003 or by email [email protected].
As the Trust receives a very large number of applications, and inevitably is unable to respond
positively to each and every one, a filtering system is operated. Each application is fully
assessed and those deemed to merit further consideration are discussed by the Trustees at
one of their three grant-making meetings throughout the year in March, July and November.
The majority of grants awarded by the Trust are on a one-off basis although term grants are
occasionally agreed for a maximum period of three years, particularly in respect of bursary
funding for arts education.
The Trustees have continued their commitment to make grants to charities that do not enjoy
a high profile in order to create significant impact on the work of the charity concerned; and,
recognising the day-to-day funding needs of charities, the Trustees continue to consider
applications for core costs.
Further information on grants made during the year follows in the Grant Activity section of
this report and a full list of grants appears at the end of the financial section.
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Grant Monitoring and Evaluation
The public benefit of funding by the Trust is measured against the achievements of the
charities funded by the Trust. Grant recipients are required to meet the Trust’s reporting
requirements, which are communicated when a grant is awarded.
The Trust’s grant monitoring and reporting process through its website aims to be ‘light
touch’ and is intended to give Trustees an idea of what each grant has achieved.
The Trust seeks to avoid a disproportionate reliance on complex procedures both in the
application process and in systematic attempts to evaluate the benefit achieved by its grants.
The benefit of understanding the impact of a small grant that has made a huge difference to
someone’s quality of life is often outweighed by the effort in attempting to prove it. The
Trustees endorse the belief that a good relationship between the funder and the funded
should be based on trust and mutual respect on both sides.
Grant recipients are required to submit their report on the benefit achieved by the Trust’s
grants online through the Trust’s website www.doylycartecharitabletrust.org within twelve
months of receiving their grant; and, as many of the Trust’s grants are contributions to
projects also supported by one or several other donors, we happily accept information that
has been prepared for another funder if this is appropriate.
Above all, it is the guiding policy of the Trustees to make the best possible use of the Trust’s
resources in supporting a wide cross-section of charitable activities within the Trust’s stated
remit. The Trustees hope that they achieve this successfully by making carefully considered
grant decisions and by seeking to ensure that their grants are used effectively without
imposing disproportionate reporting conditions on grantees.
The move to online application and reporting is an important component of the Trust’s
succession planning and upgrading processes as new cost-effective support and technology
becomes available.
It is anticipated that not only will the new Salesforce CRM system make the application
process more streamlined and accessible for grant seekers but it will also improve
accessibility to valuable information for the Trustees which will greatly assist them in their
decision-making and in monitoring and evaluating the benefit of their grants.
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Investment Management
The Trustees have the power to delegate discretionary powers of investment and all
investments held by the Trust have been acquired in accordance with these powers.
The Investment Committee meets at the end of each quarter during the year and reports to
each of the three Trustee meetings throughout the year. Investment Managers are in
attendance at all four Investment Committee meetings at the end of each quarter to report
on the performance of the funds under their management.
The value of the portfolio at the end of the year was:
As at 31st March 2015
£51,457,505
As at 31st March 2014
£48,321,611
Mindful of their obligation under the Trustee Act 2000 to conduct periodic independent
investment reviews, during the year the Trustees instructed Portfolio Review Services to
carry out a full evaluation of their investment management in October 2014. As a result,
Cazenove Capital Management (CCM) was reappointed and Investec Wealth & Investment
Ltd. was appointed to take over the portfolio hitherto managed by Lazard Asset Management.
The portfolio was transferred to Investec at the beginning of February 2015.
Subject to satisfactory service and performance, the Trust’s Investment Managers are
reappointed on an annual basis.
Investment Policy and Objectives
The Trust’s investment performance objectives are ‘to provide for increases in annual grant
giving while preserving the fund’s capital base in real terms, using a total return approach’.
Funds are invested by the Investment Managers to maximize total return while providing a
level of income agreed annually by the Trustees. This policy allows the Trustees to draw on
capital in order to meet the annual spending target and helps mitigate the impact of any
decrease in income.
The Trustees have an Investment Policy in place with their Investment Managers, which is
reviewed annually by the Investment Committee and by the Trustees.
Financial Review
Equity markets continued to make progress during the year with the FTSE All Share returning
+6.6% to 31st March 2015. Overseas equity markets generated impressive returns with the
MSCI World Index returning +19.1%, predominately lead by the United States.
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After generating a negative return in the previous year, Gilts returned +13.9% as the 10 year
Government Bond yield moved from 2.7% to 1.6% over the year, primarily due to weak
European and Chinese growth and falls in the oil price. Cash returns have again been minimal
with the UK base rate remaining stable at +0.5% p.a.
Over the year to 31st March 2015 the portfolio managed by CCM produced a total return of
+9.4% compared with the long-term target of RPI + 4% p.a. which returned +4.9%. The
portfolio has a diversified spread of assets, investing in a combination of equities, bonds,
absolute return, property, private equity, commodities and cash designed to maintain the real
capital value whilst generating a stable and sustainable level of income to fund grant making.
The portfolio has a lower projected level of volatility (or risk) than an all-equity portfolio, due
to the diverse asset allocation.
The portfolio managed by Lazard, which was fully invested in the Lazard Diversified Charity
Fund until the end of January 2015, had a benchmark of 50% FTSE All-Share Index, 25% MSCI
All Countries World Index and FTSE World ex UK Index and 25% FTA British Govt. All Stocks
Index. At the end of Q3 the portfolio had returned 6.26%, marginally underperforming its
custom benchmark return of 6.67%.
Following the Trustees’ decision to move the portfolio managed by Lazard to Investec Wealth
& Investment Ltd., the transfer took place at the beginning of February 2015 and was fully
reinvested by year-end within the agreed benchmark of 50% FTSE All-Share Index, 25% FTSE
World ex UK Index, 20% FTA British Govt. All Stocks Index and 5% IPD Property Index.
Reserves Policy
The Trust Fund represents an amount allocated by the Trustees to secure the long term
future of the Charity by ensuring there are adequate resources to meet the Charity’s
anticipated charitable obligations. The Trust Fund is held as a buffer to ensure that grant
levels are maintained in the event of a sudden loss of income or unexpected expenditure.
It is the policy of the Trustees to award grants on the basis of the net surplus before
realised/unrealised gains, thereby protecting a core of investments and cash assets to
generate income for future years’ grant awards. The Trustees will continue to review the
level of grants they make on an annual basis.
Internal Controls
The Trustees have a duty to ensure that adequate systems and procedures are in place to
safeguard the Trust’s assets. The Investment Committee is empowered by the Trustees to
ensure that appropriate internal controls are implemented and monitored and that the risks
are managed and controlled. The Investment Committee reports regularly to the Trustees.
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Risk Management
During the year the Trustees reviewed and addressed the major risks to which the Trust is
exposed: status and reputation; asset value and grant-making capacity, operational
processes; IT systems and data; and succession planning. The Trustees are satisfied that the
established systems are sufficient to mitigate those risks.
Annual Review
The D’Oyly Carte Chair of Medicine and the Arts
Professor Brian Hurwitz
BA (Cambridge), MB, BS, MA, MSc, MD (London), FRCP, FRCGP
D’OYLY CARTE CHAIR IN MEDICINE AND THE ARTS
(appointed February 2002)
The Trustees of The D’Oyly Carte Charitable Trust established The D’Oyly Carte Chair in
Medicine and the Arts at King’s College London in 2001 with a £2 million donation to
stimulate high quality teaching, research and public debate in the field of medicine and its
relationship to literature, philosophy and other arts, including those of performance.
The D’Oyly Carte Professor, Dr. Brian Hurwitz, reports regularly to the D’Oyly Carte Trustees
and to a KCL D’Oyly Carte Chair Advisory Board which acts as a source of guidance and advice
for the Chair and as a financial audit and review body.
The Board membership includes The Principal of King’s College London (or nominee), Head of
the School of Humanities (or nominee), the Teaching Dean for the King’s College London
Health Schools or nominee, two members representing the D’Oyly Carte Charitable Trust
(currently Jeremy Leigh Pemberton and Dr. Michael O’Brien) and other external and internal
members as required drawn from the medical, arts and education fields. Membership of the
Board is for a three year term, renewable thereafter.
KCL welcomed a new Principal in September 2014, Prof. Ed Byrne. The Trustees are
delighted that Prof. Byrne has agreed to take the chair of the D’Oyly Carte Chair Advisory
Board in succession to Prof. Sir Rick Trainor, and Prof Byrne chaired his first meeting in
December 2014 when Prof Hurwitz presented his report on the academic year 2013/14, the
Chair’s 12th year of activity.
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D’Oyly Carte Chair Highlights in the academic year 2013/14
Attending international colloquia at Chinese University of Hong Kong, University of
North Carolina, Lisbon, Coimbra, Oslo, Paris and Ferrara
Directing the KCL Centre for the Humanities and Health including a two-day
Conference at The Royal College of Physicians at which research was presented to
seventy Medical Humanities scholars
Developing and editing a Wellcome Witnesses Seminar on Narrative Practices in
Medicine, to be published in 2015
Co-editing a themed issue of Notes and Records of the Royal Society devoted to new
scholarship on Joseph Lister, published in September 2013
Continuing to convene and teach on the KCL MSc in Medical Humanities
Being asked by the Institute of Arts and Humanities of the University of North Carolina
(UNC) to inaugurate their new MA in Literature, Medicine and Culture and to bring 3
PhD students from King’s to UNC
Being asked by the English Department to develop a lecture course on the Medical
Humanities for some fifty Theology students - undergraduates, masters & PhD
students and members of staff from the Theology Department - studying for the
degree, the Associate-ship of King’s College London
Performing Arts and Medical Education at King’s College London (KCL)
Access to the performing arts for undergraduate medical students, facilitated through Clod
Ensemble’s Performing Medicine programme continues to be an integral component of the
Chair’s activities.
Based on Clod Ensemble’s experience of working with Medical Students at King’s over the
previous three years, work funded by the Trust, the Head of Undergraduate Medical
Education invited Clod Ensemble in 2013 to modify an existing KCL Academic Support
Programme (ASP) for Phase 3 and 4 medical undergraduates who have failed their exams and,
as a result, required to re-take a year (some 3-8% of the cohort annually).
It was thought many of these students suffered not only from a lack of knowledge and
understanding but also from poor confidence, low self-esteem and underdeveloped practical
skills that might be helped by a Performing Medicine approach to clinical consultation skills.
The Trust agreed to support two courses per year for two years with a grant of £12,000
commencing in the academic year 2013-14. Additional funding was provided by KCL and the
Guy’s and St Thomas’ Charity.
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A full evaluation on this ASP, with comparative data, will be undertaken at the end of the
academic year 2014/15. Discussions between Clod Ensemble and the KCL medical school
about extending this work into the mainstream curriculum for undergraduate medical
education, and developing a research project that will build a gold-standard evidence-base for
arts-based learning at KCL, are ongoing.
Phase 3 & 4 Students’ comments about the Academic Support Programme 2014/15
‘The Arts side has been very beneficial.’
‘I feel a lot more confident about the exams.’
‘I have more motivation this year.’
‘What I found useful was the critical reflection.’
‘Different states of body tension – that’s been useful in so many different scenarios in the hospital.’
‘A revelation.’
‘Just by changing certain things about yourself, your posture .. people react to you differently and
the patients, the doctors.’
‘When you change what you do, you change what you think and how you feel. I just never
thought about things like that before – that whole Art side.’
‘This course has opened my mind to the intangible qualities of being a doctor.'
‘It does what is says on the tin – performing medicine: essentially trying to apply skills that will
help you in your professional practice and maybe even in life.’
‘Personal reflection leading to interpersonal development.’
‘Life skills.’
‘A journey of self education and exploration.’
19
The D’Oyly Carte Opera Company’s Archive
The Trustees were delighted that The D’Oyly Carte Opera Company’s Archive transferred into
the ownership of the British Library in February 2015.
This important Archive, which includes the autograph manuscript of Iolanthe (1882), is
regarded as remarkable in its extent, its continuity and the range of material it contains,
providing an unparalleled insight into an opera company which was unusual in its repertoire,
international reach, its focused social identity and ownership over more than a century by a
single family – the D’Oyly Carte Family. Furthermore, as an archive of an important theatre
company which toured the UK and the British Empire extensively, it is truly British in the
sense of the audiences it reached and its subject matter which relates to stage works offering
a unique view on aspects of British society and culture from the late Victorian period.
From the personal photo album of Lady Dorothy D’Oyly Carte 1889-1977
(Dame Bridget D’Oyly Carte’s mother)
HMS Pinafore Prompt Book 1878
In the knowledge that The D’Oyly Carte Charitable Trust had indicated that they wished to be
as supportive as possible throughout the acquisition negotiations, The British Library applied
for a grant to support the cataloguing of the archive over a period of 15 months.
The Friends of the British Library had already pledged £20,000 for this purpose, and the
Trustees were delighted to make an exceptional grant of £26,765 to the British Library to
complete the funding required for cataloguing to ensure the research potential of this
important archive is fully realised and enthusiasts of Gilbert and Sullivan, and musical theatre
alike, can in future make the most of this rich material becoming available for the first time.
20
General Grant Activity
During the year under review, the Trustees paid out grants totalling £1,203,643 to 292
charities. This was an increase in value compared to the previous year when 290 grants
totalling £1,117,851 were paid. Grants agreed during the year but not yet paid at the end of
the year amounted to £132,000.
Annual Grants 2010 - 2015
£'000s
£1,117.85
£975.72
£964.07
2011/12
2012/13
£1,203.64
£801.62
2010/11
2013/14
2014/2015
The Trustees’ decision-making on grants in the period continued to follow the procedures laid
down and applied in past years. The distribution of grants between the sectors continues to
favour charities in the Arts and Medical Welfare sectors with a smaller proportion going to
Environmental charities.
Charitable Trusts and Foundations, as independent grant-makers, exist to create a better
society - and have the distinctive opportunity to determine their own agenda. Whatever the
cause, the Trustees seek to direct their funds to where they can make a major difference, and
this aim steers them away from significant appeals. The Trustees realise the vital impact
their funding can make, and the encouragement it can give, particularly to smaller charities
seeking to provide desperately needed services in the community.
An ever increasing and hungry voluntary sector continues to weather the impact of reduced
government spending both at a national and local level which makes the role of a grantmaking charity all the more challenging.
Nevertheless, the Trustees continue in their aim to make grants to address disadvantage and
to enhance people’s lives – and not to replace public services; and they continue to be
sympathetic to applications towards core funding from charities whose work they know well.
21
Distribution of Grants by Sector
This year again the Arts took the largest proportion of Trust spending at £615,908 compared
to £509,321 in the previous year, whilst spending in the Medical Welfare sector amounted to
£445,800 compared to £484,490 in the previous year. In the third sector, the Environment,
£141,935 was distributed in grants compared to £124,040 in the previous year.
Grants by Sector
2014/15
2013/14
£
%of
total
No. of Grants
£
% of
total
No. of Grants
Arts
615,908
51.2
147
509,321
45.6
140
Medical Welfare
445,800
37.0
111
484,490
43.3
122
Environment
141,935
11.8
34
124,040
11.1
28
1,203,643
100
292
1,117,851
100
290
TOTAL
In the Arts sector 147 grants were agreed to arts charities, involving a total distribution of
£615,908 - an increase on the previous year when a total of £509,321 was distributed to 140
charities. The average grant in this sector this year was £4,190 compared to £3,638 last year.
A total of £445,800 was distributed to 111 Medical/Welfare charities, compared to £484,490
in the previous year distributed among 122 charities, and this year, the average grant in this
sector was £4,016 compared with £3,971 last year.
In the environmental sector, 34 grants were made during the year totalling £141,935
compared to £124,040 in the previous year to 28 charities. This year, the average grant in
the environmental sector was £4,175 compared to £4,430 in the previous year.
All grants awarded during the year are included in the full list of grants which appears on
pages 47 - 59 and a selection are featured in the pages that follow.
22
Birmingham Royal Ballet: Dance Track
Arts Priority: Promotion of access, education and excellence in the arts for young people to increase their
opportunities to become involved outside school and to build future audiences
Dance Track is a scheme providing gifted young children from deprived backgrounds with free ballet
training. Birmingham Royal Ballet staff deliver workshops to 2,000 Year 1 children (aged 5-6) in areas
of Birmingham which are “cultural cold spots” with high socio-economic deprivation and low cultural
engagement. At these annual workshops staff identify 60 children with a talent for dance and invite
them to join the two-year Dance Track programme.
© Paul Telfer
Dance Track children are aged 6-8. They receive weekly ballet classes taught by a professional dancer,
dancewear, backstage events such as trying on costumes and wigs, workshops with current Company
dancers and performance opportunities. The programme is free of charge and weekly classes take
place locally to minimise travel costs for families. Dance Track not only enables children to reach their
full dance potential but also improves confidence, social skills, creativity and physical wellbeing. The
project has been successful in creating the next generation of dancers and audiences, with many
graduates going on to further training at vocational schools such as Elmhurst School for Dance and the
Royal Ballet School.
A grant of £3,000 this year is the third grant the Trust has awarded to the Dance Track scheme.
My sons would never have taken up ballet if they were not invited to Dance Track, it just never came up. I
think this is a very important result of the programme. It's great to give boys a chance to be involved and
both boys have gained a great deal from it.
Mother of two Dance Track students
23
Music for Youth
Arts Priority: Promotion of access, education and excellence in the arts for young people to increase their opportunities
to become involved outside school and to build future audiences with special emphasis on
choral singing for children and young people to encourage recruitment into choirs
Music for Youth (MFY) is a national music education charity providing free access to performance and
audience opportunities for young musicians across the UK and the Trust has supported its work
regularly since 1989 with grants totalling £194,500 to date.
MFY delivers a range of initiatives that seek to engage those least engaged in the arts - Regional
Festivals provide a unique opportunity for groups to perform to new audiences, listen to other groups
from their area and get valuable feedback from the team of MFY Music Mentors, and MFY's National
Festival in Birmingham showcases dynamic performances by young musicians from across the UK,
featuring jazz, orchestral, rock, folk and world, urban, wind and brass, pop, choral and chamber music.
In addition, 3,000 young musicians light up the Royal Albert Hall in London every year at the annual
Schools Prom concerts.
© Alick Cotterill/MFY
It has built their confidence. They have seen that, despite their nerves, performing can be a positive
experience. They have shown support for one another and come together as a group. The positive feedback
they received from the mentors gives them a belief in themselves as a choir. They were able to see other
young people performing and were part of a quality event themselves.
Primary School Teacher, London
It was really enjoyable for the children to be able to experience music that is not only live, but also very
different from what they have been used to before. A really good experience for everyone.
Primary School Teacher, Sheffield
24
Living Paintings Trust
Arts Priority: Access to the arts for people who have least access to them
Living Paintings is a unique publishing house, the only charity in the UK which designs, creates and
publishes tactile and audio books, with raised picture accompanied by audio descriptions, for blind
and partially sighted people - Touch to See books.
Titles are published suitable for anyone from pre-school to adult and the wide and growing range of
titles is designed to provide education and life-long learning, enhance lifestyle and support leisure
interests. Titles are distributed via a free postal service.
In the charity’s 25th anniversary year, it is now developing a new style of book that will help change
the lives of its growing adult library membership: Short Stories. Twenty titles will be created in this
new series, and the Trust is continuing its support of Living Paintings over many years by launching the
fundraising for this project with a grant of £4,500 this year which will go towards the publication of
the first three titles.
Your beautiful descriptions and my fingers tell me more about the pictures than my tiny bit of colour blind
vision ever could. It is altogether a beautiful experience and you are wonderful people to do it for us.
Elizabeth
Library Member
25
Samling
Arts Priority: Performance development opportunities in the performing arts
for those in the early stages of their careers
Since 1996, Samling Artist Programme has provided performance development opportunities for over
270 singers and pianists at the outset of their careers. Working with the principal conservatoires and
other trusted organisations, Samling auditions over 120 artists annually to take part in week-long
residencies. They receive artistic guidance from internationally acclaimed artists and performance
and masterclass opportunities, not only at Sage Gateshead, but also at Wigmore Hall where the
annual showcase is held.
© Mark Pinder
Samling Artists return to lead and direct workshops, masterclasses and opera productions benefitting
singers aged 14-21 participating in the Samling Academy. It is hoped that it will only be a matter of
time before Academy participants audition for the Artist Programme, thus creating a ‘virtuous circle’,
and cementing Samling’s position in the North East as a centre for musical excellence.
The Trust has been a long-standing supporter of Samling and this year awarded another grant of
£5,000 towards the Samling Artist Programme.
The D'Oyly Carte Charitable Trust's sustained and much valued support of Samling Artist Programme for
young professional singers and piano accompanists has enabled us to provide a unique residential
environment for them to learn from and be inspired by some of the world's greatest artists, reaching new
audiences through performances and masterclasses. It has also helped us focus on attracting young people
to the art form through our growing Academy.
Karon Wright
Artistic and Executive Director, Samling
26
Liverpool Lighthouse
Arts Priority: Support for charities seeking to engage with young people on the fringes of society through
music and drama projects to improve their employability and diminish the risk of social exclusion
Liverpool Lighthouse is located in the most deprived district of England’s most deprived city. A grant
of £5,000 from the Trust is currently supporting its Youth Connect programme which uses the urban
arts and music to engage disadvantaged young people, inspiring them to find positive alternatives to
anti-social behaviour and enhance their future employability.
Young people join workshops that appeal to their interests, including street dance, digital media, rapsong writing and DJ-ing.
This leads on to the charity’s wider programme including crime and
consequence sessions and careers advice.
Since 2009, over 3,500 12-19 year olds have participated in the Youth Connect programme with 650
being more intensively engaged. The charity reports that 40% progressed onto employment, training
or further education; 89% reported increased confidence and self-esteem; 68% have a healthier
attitude to drugs and alcohol; and 35% are less likely to get involved in criminal behaviour and gangs.
If it wasn’t for Youth Connect I would probably be in trouble with the police. I was always getting into
trouble and being excluded from school and Youth Connect gave me somewhere to go and something to do.
Youth Connect participant 2014
27
English National Ballet: Dance for Parkinson’s
Medical Welfare priority: Promotion and provision of music and art therapy to improve
the quality of life for the elderly and the disabled, and in palliative care
English National Ballet (ENB) is a UK leader for Dance for Parkinson’s (DfP), and with its national remit
it is committed to raising the public profile of Parkinson’s, giving access to, and advocating for the
benefits of dance and cultural activities for people with Parkinson’s.
DfP is a unique project, designed to support people with Parkinson’s to have a better quality of life.
ENB delivers this by holding weekly sessions encompassing dance, cultural activities, and opportunities
to socialise and build a support network for people with Parkinson’s and their carers. ENB has run DfP
for three years in London, and, with support from the Trust, has established hubs in Oxford and
Liverpool; and following its success, the project has been expanded to include two new regional hubs
in Ipswich and Cardiff.
The Trust is a long-standing supporter of ENB’s outreach work, and this year a grant of £5,000
continues to support and strengthen the regional DfP hubs in Oxford and Liverpool.
© Belinda Lawley
We went along to what we thought was going to be an ordinary meeting….But this Friday afternoon was
different and started us on a wonderful journey together….I watched as a room full of people came to life before
my eyes. At first people were slumped in chairs not talking or much smiling going on. But then the pianist
began to play and Becky and her team began to work their magic on us….For me the transformation was so
evident and amazing. The music and dance moves seemed to breathe new life into the whole room. People were
laughing, smiling and joining in. No one moaned or sat out. The ENB team were helpful and attentive. The room
was buzzing.
DfP Liverpool participant
Participant, Dance for Parkinson’s London
28
DEMAND – Design and Manufacture for Disability
Medical Welfare priority: Support for charities concerned with alleviating the suffering of adults and
children with medical conditions who have difficulty finding support through traditional sources
DEMAND designs and manufactures bespoke items of equipment, unobtainable elsewhere. The
charity endeavours to narrow social inequality by giving multiply disabled people greater access to
opportunities in so many fields, including art, education, employment, music and sport etc. and works
to address the considerable needs of severely disabled children and adults. From its Hertfordshire HQ
it can readily meet such needs within a 100 miles radius, taking in the whole of Greater London and
the South East. Its Yorkshire base near Huddersfield has a similar range.
Clients range in age from babies to retirement and beyond. Their difficulties span the full disability
spectrum with the majority struggling to cope with debilitating conditions, such as Arthritis, Cerebral
Palsy, Multiple Sclerosis, Muscular Dystrophy, Spinal Injury and sensory impairment, and many have
multiple disabilities and severe learning difficulties.
Much of the charity’s work enables people with disabilities to access educational, artistic and sporting
opportunities and also to cope more readily with their condition so that they can derive maximum
benefit from their opportunities and develop their talents, ideally, in more inclusive settings.
The Trust has supported DEMAND since 1990 and this year awarded a core revenue grant of £5,000.
Carina’s Lift:
Carina is twenty three and lives in Watford. She has acute
disseminated encephalomyelitis, a neurological condition
characterised by muscle weakness, which makes standing
and walking difficult, so she has to use a wheelchair. She
wanted to start a Hair and Beauty course at the Technical
College in Hemel Hempstead but her acceptance on the
course was dependent on her being physically able to work
on clients at a variety of heights.
DEMAND made a battery powered mechanism that is
attached to the underside of her wheelchair. Carina can
position the wheelchair manually then raise herself to carry
out her practical course and work easily and comfortably.
29
4 Cancer Group: Sail 4 Cancer
Medical Welfare priority: Support and respite for carers with emphasis on the provision of holidays for
those carers who wouldn’t normally have a break from their responsibilities – and with special
emphasis on projects and schemes that allow young carers to enjoy being children
In 2011 Sail 4 Cancer introduced its Young Carer Family Break Project to give recognition to the
contribution young carers makes to family life under difficult circumstances by providing a respite
break for the family with the focus on the young carer. Some of these children are as young as eight
years old and they sacrifice their childhood for the sake of their families.
Many of the families helped are single parent families who are in very strained financial
circumstances. The breaks are designed around the needs of the youngsters and patients keeping in
mind restricted mobility and health concerns while ensuring that the focus is on the young carers.
The Trust’s grant of £5,000 is the first grant awarded to this charity, specifically in support of respite
breaks for young carers with their families.
The photograph above shows William with his younger brother Isaac. William has been a real credit to his
family who also have a toddler to look after as well as 9 year old Isaac who has leukaemia. ‘William has
been excellent whilst his younger brother has been receiving treatment for leukaemia… Sail 4 Cancer gave
our family a wonderful day out. Thank you!
William’s mother, Anne
Young Carers Family Break Project Participants
30
The HorseCourse
Medical Welfare priority: Support for charities seeking to rehabilitate young people on the
fringes of society to improve their employability and diminish the risk of social exclusion
TheHorseCourse is aimed at those who are suffering social exclusion due to poor emotional or
thinking skills. This might manifest as offending, isolation, reliance on mental health or social
services, disengagement from school, training and work, or a host of other difficulties.
Much of the charity’s work is in the community with young people and families referred by a range of
partners including Childrens Services, Schools, PRUs, Youth Offending Teams, The Children's Society,
Action for Children, Children & Adolescent Mental Health Service, Behaviour Support and Troubled
Families teams. Early results show that TheHorseCourse is very successful in engaging young people
and delivering outcomes and the Trust’s second grant of £5,000 this year is supporting facilitator
training in 2015/16.
Evidence to date indicates that
TheHorseCourse (THC) provides
a very promising range of
benefits, particularly for people
who are unable or unwilling to
make progress in conventional
services.
We are engaged with THC in a
range of studies to measure
efficacy and understand the
change mechanisms.
Dr Ann Hemingway,
Professor in Public Health,
Bournemouth University
The grant-funding from The D'Oyly Carte Charitable Trust has enabled us to theory-train 24 potential
practitioners from around the UK, selected for their promise and commitment. We currently have eleven
fully trained, assessed and approved HorseCourse Facilitators, enabling us to reach a greater number of the
people who are failed by current provision. We also have a clear system for training and assessment, a
number of part-trained candidates and a waiting list for training. Without this funding from The D’Oyly
Carte Charitable Trust we could not have put this system in place.
Our evaluation shows that after attending our courses participants improve their ability to manage anxiety
and in turn improve engagement with education, training and work; have better relationships and gain the
confidence to lead happier, more fulfilling lives.
Harriet Lawrie
Founder of TheHorseCourse
31
Surrey Care Trust
Environment priority: Conservation of the countryside and its woodlands, with emphasis on the
encouragement of voluntary work and active involvement in hands-on activities, particularly
activities that bring about positive changes in the lives of young people
The Surrey Care Trust has been supported by the Trust since 2005 and seeks to address disadvantage,
social exclusion and hardship in local communities and to help people improve their life chances.
The charity’s two Swingbridge boats provide activities aimed at people who are marginalised in society
for all sorts of reasons; mild learning difficulties, mental illness and addiction, family breakdown and
unemployment, and young people who are struggling in education or have caring responsibilities.
The Trust’s grant of £5,000 this year is supporting Swingbridge2, a year-round base for environmental
volunteering and training for young people and adults as well as offering work placements for adult
offenders.
This “enviroboat” works along the Thames, River Wey and Basingstoke Canal.
Volunteers and trainees make a valuable contribution to looking after the local environment while
also learning new skills.
Some of the tasks the Swingbridge crews take on include: cutting back
overgrown vegetation to improve views, access and safety, creating wildlife havens, hedge
maintenance and planting, painting lock gates, litter clearance and controlling invasive species such as
Himalayan Balsam, Japanese Knotweed and Ragwort.
Basil Glanville (above), a retired-teacher and one of the Surrey Care Trust’s longest-serving volunteers, trains
young people and vulnerable adults, teaching crewing and the basic land maintenance skills needed for the
environmental work carried out.
32
Wildlife Trust Scotland
Environment priority: Protection of species within the UK and their habitats under threat or in decline
The Scottish Wildlife Trust has been a champion of Scotland’s wildlife since 1964, from the threatened
red squirrel to puffins, dolphins and ancient Caledonian pine forests.
The red squirrel is the UK's only native squirrel species, and was once a common sight across all of
mainland Britain. Today, red squirrels are sadly absent from most of England and Scotland’s central
belt, affected by the spread of the grey squirrel, introduced in the 19th Century. Only 120,000 red
squirrels remain in Scotland, around 75% of the total UK population. Scotland is one of the only havens
left for red squirrels, with areas in the north still remaining grey-free.
The Scottish Wildlife Trust has joined forces with Scottish Natural Heritage, Forestry Commission
Scotland and Scottish Land and Estates to undertake the first nationally co-ordinated attempt to stop
the decline of red squirrels in Scotland. The Trust’s grant of £5,000 this year is supporting Phase 3
(over 2 years) of the Saving Scotland’s Red Squirrels project.
© Steven Gardner
The contributions of The D'Oyly Carte Charitable Trust to the Saving Scotland’s Red Squirrels to date have
helped us to protect vulnerable populations of red squirrels in Aberdeenshire, highland Scotland, Dumfries
and Galloway and parts of the Scottish Borders from replacement by invasive non-native grey squirrels,
restoring thriving populations of our charismatic native squirrel. Although work remains to be done to
maintain the successes so far, we now have an excellent basis for a sustained recovery.
Dr Mel Tonkin
Saving Scotland’s Red Squirrels Project Manager
33
St. Mary’s Petworth
Environment priority: Heritage conservation within the UK based on value to, and use by, the local community
St Mary’s is the prime location for the successful Petworth Festival and is a regular venue for
performances by other groups in the Petworth area, including the Fernhurst Choral Society, the
Petworth Band and the Leconfield Singers, together with local schools.
A grant of £3,000 contributed to the lighting project which will ensure that St Mary’s is a first class
venue for the Arts and as such will be of great benefit to the local and wider community.
The Friends of St Mary's Petworth are extremely grateful for the support received from The D'Oyly Carte
Charitable Trust. The funds have allowed us to carry out a major improvement to the lighting in St Mary's in
order to provide a marvellous setting for the Petworth Festival and for the many other cultural events for
which St Mary’s is used. At the same time we have been able to enhance the beauty of the lovely barrel
vaulted ceiling.
Nicholas Wheeler
Treasurer, St. Mary’s Petworth
34
Queen Elizabeth Scholarship Trust (QEST)
Environment priority: Rural crafts and skills in heritage conservation, with emphasis on
increasingly rare skills that would otherwise be lost
QEST strives to support craft fields that are in danger of disappearing completely in order to contribute
to the sustainability of Britain’s rich heritage. Many of the craft fields QEST has supported since its
induction in 1990 have made a substantial difference in ensuring the continuation of traditional and
rural skills that may have been otherwise lost.
Most of QEST’s beneficiaries have exhausted every other avenue to support their career progression
and are sometimes in the worrying situation of getting in to debt. A grant of £5,000 last year enabled
Nina Thomas’ to complete her degree in Farrier Science at Myerscough College in Lancashire and she
is now running a thriving business shoeing horses; and this year a similar grant from the Trust will
support Caitlin Dowse whilst she undertakes an unpaid internship in painting conservation at the
National Museum of Wales.
I am confident that Caitlin will graduate with flying colours at the
end of July this year but, as with all freshly graduated young
conservators, she will need a period in a major conservation studio
to build up her experience and knowledge. Conservation is a
lifelong learning process, and the three year Hamilton Kerr
Institute Postgraduate Diploma course, although a rigorous and
onerous undertaking in itself, has given her a foundation for the
vital next stage where, under the guidance of more experienced
conservators, she can apply her knowledge and skills to a wider
variety of treatments than they have hitherto experienced.
Rupert Featherstone, Director of the Hamilton Kerr Institute
I am delighted to receive a QEST D'Oyly Carte Scholarship as it will enable me to complete an internship at
the painting conservation department of the National Museum Wales. I'll be able to build on my craft skills
and it will enable me to continue on into the profession, with the aim of becoming a fully accredited easel
painting conservator.
Caitlin Dowse
35
Trust Links
Environment priority: Social and therapeutic horticulture - projects that use gardening or other environmental
activities to bring about positive changes in the lives of those who are living with disabilities or ill-health
Trust Links is a local charity in
Essex that aims to support people
and
build
communities.
Established in 2000, Trust Links is
committed to enabling people to
work together to improve mental
health and well-being and
promote, support, inspire and
cultivate wellness and sustainable
living.
Trust Link’s successful Growing
Together project in Westcliff-onSea was set up as a Community
Garden to provide social and
therapeutic horticulture, training
and recovery support to adults
with mental illness including
schizophrenia, bipolar disorder,
depression and anxiety.
This
project is now well developed and
supports 100 to 150 adults per
year.
Growing Together
Shoeburyness seeks to replicate
this success in a deprived area.
This is the first year of support for
Trust Link and a grant of £5,000 is
supporting the Growing Together
projects in Westcliff-on-Sea and
Shoeburyness.
An external evaluation of Growing Together by Anglia Ruskin University 2014 demonstrates clear
improvements in: quality of life, physical activity, knowledge and skills in horticulture, experience of social
inclusion and social interaction and sense of community, autonomy, choice and control, mental health and
wellbeing.
36
Distribution of Grants Agreed by Sector 2010-2015
2014/15
£000’s
Arts
Medical/Welfare
Environment
700
600
£615,908
£445,800
£141,935
500
400
300
200
100
0
2010/11
2011/12
2012/13
2013/14
2014/15
Distribution of Grants by Area Served in 2014/15 and 2013/14
UK wide charities
£270,232
England
£354,628
£86,550
£81,090
2014/15
West Midlands
£46,970
£57,638
South West England
South East England
£132,833
£115,431
North Western England
North Eastern England
£78,134
£60,135
£44,825
Greater London
Eastern England
East Midlands
Northern Ireland
Scotland
Wales
2013/14
£139,026
£149,372
£81,431
£185,973
£155,369
£40,644
£50,794
£28,360
£19,500
£7,810
£18,359
£36,390
£43,000
£21,500
£15,500
37
Trustees’ Responsibilities
The Trustees (who are also directors of The D’Oyly Carte Charitable Trust Limited for the purposes of
company law) are responsible for preparing the Trustees' Report and the financial statements in
accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally
Accepted Accounting Practice).
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 these financial statements, the Trustees are required to:





select suitable accounting policies and then apply them consistently;
observe the methods and principles in the Charities SORP;
make judgments and estimates that are reasonable and prudent;
state whether applicable UK Accounting Standards have been followed, subject to any material
departures disclosed and explained in the financial statements;
prepare the financial statements on the going concern basis unless it is inappropriate to presume
that the charitable company will continue in business.
The Trustees are responsible for keeping proper accounting records that disclose with reasonable
accuracy at any time the financial position of the charitable company and 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:


there is no relevant audit information of which the charitable company's auditor is unaware; and
the Trustees have taken all steps that they ought to have taken to make themselves aware of any
relevant audit information and to establish that the auditor is aware of that information.
This report is prepared in accordance with the provisions applicable to companies entitled to the small
companies exemption.
Auditor: The auditor, Baker Tilly UK Audit LLP, Chartered Accountants, has indicated its willingness to
continue in office.
Approved by the Trustees on 21st July 2015 and signed by:
(signed)
(signed)
Jeremy Leigh Pemberton
Chairman
Jane Thorne
Company Secretary & Executive Director
38
Independent Auditor’s Report to the Members of
The D’Oyly Carte Charitable Trust for the year ended 31st March 2015
We have audited the financial statements of The D’Oyly Carte Charitable Trust for the year ended 31
March 2015 on pages 41 to 46. 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). 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 auditor’s 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.
Respective responsibilities of Trustees and Auditor
As explained more fully in the Statement of Trustees’ responsibilities set out on page 38, 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.
Our responsibility is to audit and express an opinion on the financial statements in accordance with
applicable law and International Standards on Auditing (UK and Ireland). Those standards require us to
comply with the Auditing Practices Board’s (APB’s) Ethical Standards for Auditors.
Scope of the audit of the financial statements
A description of the scope of an audit of financial statements is provided on the Financial Reporting
Council’s website at http://www.frc.org.uk/auditscopeukprivate.
Opinion on financial statements
In our opinion the financial statements:



give a true and fair view of the state of the charitable company’s affairs as at 31st March 2015
and of its incoming resources and application of resources, including its income and
expenditure, for the year then ended;
have been properly prepared in accordance with United Kingdom Generally Accepted
Accounting Practice; and
have been prepared in accordance with the Companies Act 2006.
39
Opinion on other matter prescribed by the Companies Act 2006
In our opinion the information given in the Trustees’ Report for the financial year for which the
financial statements are prepared is consistent with the financial statements.
Matters on which we are required to report by exception
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:





the charitable company has not kept adequate accounting records, or returns adequate for
our audit have not been received from branches not visited by us; or
the financial statements are not in agreement with the accounting records and returns; or
certain disclosures of Trustees’ remuneration specified by law are not made; or
we have not received all the information and explanations we require for our audit; or
the Trustees were not entitled to prepare the financial statements in accordance with the
small companies regime and take advantage of the small companies exemption from the
requirement to prepare a strategic report or in preparing the Trustees’ report.
(signed)
KEITH LICKORISH (Senior Statutory Auditor)
For and on behalf of BAKER TILLY UK AUDIT LLP, Statutory Auditor
Chartered Accountants
Portland,
25 High Street,
Crawley, West Sussex,
RH10 1BG
Date 21st July 2015
40
Company Number: 5638406
BALANCE SHEET AS AT 31ST MARCH 2015
Note
At 31st March 2015
£
£
At 31st March 2014
£
£
Fixed Assets
Investments
6
51,457,505
48,321,611
Current Assets
Debtors
Cash at Bank and in hand
7
83,532
198,968
282,500
13,893
178,193
192,086
(103,923)
(101,916)
Current Liabilities
Creditors: amounts falling due
within one year
8
Net Current Assets
Total Assets Less Current Liabilities
Creditors: amounts falling due
after more than one year
9
Net Assets
178,577
90,170
51,636,082
48,411,781
(61,000)
(132,000)
51,575,082
48,279,781
51,575,082
48,279,781
51,575,082
0
48,279,781
0
Funds
Unrestricted Funds
10
0
0
These accounts are prepared in accordance with the provisions applicable to companies entitled to the small
companies exemption.
These accounts were authorised and approved by the Directors on 21.7.15 and signed on their behalf by:
(signed)
(signed)
…………………………
Jeremy Leigh Pemberton
Director
…………………………
Julia Sibley
Director
The notes on pages 43-46 form part of these accounts.
41
NOTES TO THE ACCOUNTS
FOR THE YEAR ENDED 31ST MARCH 2015
1 Accounting Policies
a) Basis of Accounting
The accounts have been prepared under the historical cost convention, as modified by the inclusion of
fixed asset investments at market value, and in accordance with the Companies Act 2006 and the
Statement of Recommended Practice (SORP 2005 revised in 2008).
b) Income and Expenditure
All income and expenditure arising during the year is dealt with through the Statement of Financial
Activities. Accruals and prepayments are made where appropriate.
c) Grants Payable
Grants payable are recognised when they are committed and included as creditors until they are paid.
d) Status
The charity is a company (Registration Number 5638406) limited by guarantee and has no share capital. It
is constituted under Memorandum and Articles of Association and has been granted charitable status by
the Charity Commission (Charity Registration Number 1112457).
e) Taxation
The trust is a registered charity and as such its income and gains falling within Sections 471 to 489 of the
Corporation Tax Act 2010 or Section 286 of the Taxation of Chargeable Gains Act 1992 are exempt from
corporation tax to the extent that they are applied to its charitable objectives.
f) Value Added Tax
Value Added Tax is not recoverable by the charity and as such is included in the relevant costs in the
Statement of Financial Activities.
g) Fixed Assets
Fixed Assets are recorded at cost or, in cases where fixed assets have been donated to the charity, at
valuation at the time of acquisition.
h) Depreciation
Depreciation is calculated so as to write off the cost of an asset, less its estimated residual value, over the
useful economic life of that asset as follows:
Computer Equipment: 33.33% p.a. on a straight line basis.
i) Investments are stated at market value. Realised and unrealised gains and losses on investments are dealt
with in the Statement of Financial Activities. Investment income plus associated tax recoverable is
credited to income on an accruals basis, using dates of payments for dividends, and daily accrual for
interest.
The notes on pages 43-46 form part of these accounts
42
NOTES TO THE ACCOUNTS (CONTINUED)
j) Governance Costs of the Charity
Governance costs relate to the general running of the charity including costs for compliance requirements,
auditing and legal advice.
k) Costs of Generating Funds
The costs relate to investment management fees for both income generation and capital maintenance.
l) Costs Allocation
Administrative costs and other overheads are allocated by the Directors between direct charitable
expenditure and governance costs on the basis of time spent on these activities. Other costs are ascribed
to the relevant heading.
m) directly
Liabilities
Liabilities are recognised when the entity has an obligation to transfer economic benefits as a result of
past transactions or events.
2 Investment income
Listed investments
Interest on cash held as part of investment portfolio
3 Costs of generating funds
Investment Management Fees
4 Charitable activities
Grants
Grants committed but not yet paid at start of period
Grants paid during the period (Appendix 1)
Grants committed but not paid at end of period
2015
£
2014
£
1,554,915
2,256
1,557,171
1,360,257
1,226
1,361,483
191,795
181,890
(217,000)
1,203,643
132,000
1,118,643
(77,500)
1,117,851
217,000
1,257,351
44,044
7,788
5,569
57,401
45,361
7,721
2,603
55,685
1,176,044
1,313,036
Support costs
Administrative fees*
Accountancy fees
Sundry
Total of charitable activities
* Administrative fees represent a charge from Savoy Hotel Ltd for the provision of the services of
the Executive Director. The Charitable Trust has no employees.
43
5 Governance costs
Administrative fees*
Sundry
Audit fees
Accountancy fees
Other legal and professional fees
2015
£
2014
£
14,681
6,408
7,800
1,374
8,630
38,893
15,120
2,995
7,500
1,362
835
27,812
* Administrative fees represent a charge from Savoy Hotel Ltd for the provision of the services of
the Executive Director. The Charitable Trust has no employees.
6 Investment assets
Listed investment:
Market value at 1st April 2014
Additions during the period at cost
Disposal proceeds
Transfer to cash
Realised Gain/(Loss)
Un-realised Gain/(Loss)
£
Year ended
31-Mar-15
£
48,042,774
3,341,174
(4,014,272)
(785,440)
1,323,752
1,821,110
3,144,862
49,729,098
1,728,407
51,457,505
Market value at 31st March 2015
Cash held for Investment
Total Investment value at 31st March 2015
Investment at market value comprised:
UK
£
29,164,524
5,967,247
1,728,407
36,860,178
Pooled Investment Vehicles
Fixed Interest Securities
Cash
Overseas
£
14,597,327
14,597,327
Historical Cost of Investments
Total
£
43,761,851
5,967,247
1,728,407
51,457,505
44,943,476
All the Trust's Investments are held in the United Kingdom. Except for the following investment, no
other assets held in the Portfolio represent 5% or more of the total Portfolio value:
Schroder Income Fund A Inc Unit
5.53%
44
2015
£
2014
£
58,746
2,019
22,767
83,532
1,817
12,076
13,893
7,800
2,520
4,795
71,000
17,808
103,923
7,500
2,520
5,059
85,000
1,837
101,916
61,000
132,000
Balance
as at
01-Apr-14
Increase
during the
Year
Balance
as at
31-Mar-15
£
£
£
48,279,781
3,295,301
51,575,082
Investments
Other net
Assets
£
Total
7 Debtors and prepayments
Interest and dividends receivable
Prepayments
Other debtors
8 Creditors: amounts falling due within one year
Audit fee
Accountancy and bookkeeping fees
Administration charges
Grants payable
Other creditors
9 Creditors: amounts falling due after more than one year
Grants payable
10 Unrestricted Funds
General Funds
11 Analysis of Net Assets Between Funds
£
Unrestricted funds
51,457,505
117,577
£
51,575,082
12 Charity Trustee Insurance
A premium of £1,817 was paid during the year in respect of Professional Indemnity Insurance (as
authorised by an order from the Charity Commission dated 13th April 1999).
13 Payments to Directors
No director received any remuneration from the Trust for their services nor were reimbursed any
expenses during the year (2014: £Nil).
14 Ultimate Controlling Party
The directors are of the opinion that no one party exercises ultimate control of the charity. No
transactions have taken place between Directors and the Company that are reportable under Financial
Reporting Standards.
45
APPENDIX 1: GRANTS AWARDED
Academy of Ancient Music
Academy of St.Martin in the Fields
Acorns Children's Hospice
Action for Family Carers
Action for Stammering Children
Age NI
Aldeburgh Music
Age UK Sandwell
Alive Activities Limited
All Saints Church Basingstoke
Alternative Theatre Co. Ltd. (Bush Theatre)
Ambitous about Autism
Anaphylaxis Campaign
Archway Project
Armonico Consort Ltd.
Artlink Central
Arts 4 Dementia
Arts at the Old Fire Station
Arts Care
Arts Educational Schools London
Arvon
Association for Rehabilitation of Communication and Oral Skills
Attend
Autism Wessex
Avenues Community Association
Awards for Young Musicians
Bach Choir
Back-Up Trust
Bag Books
BAND Ltd.
Barn Owl Trust
Bath Festivals Trust
Bath Philharmonia
Batten Disease Family Association
Berkshire Maestros
Bioregional Development Group
Birmingham Contemporary Music Group
Birmingham Hippodrome Theatre Trust
Birmingham Royal Ballet Trust
Black Country Living Museum Trust
Carried forward
Year Ended
31-Mar-15
£
3,000
5,000
5,000
1,000
3,000
3,000
4,198
3,000
5,000
4,500
5,000
5,000
5,000
5,000
4,250
5,000
3,000
4,000
3,000
-
Year Ended
31-Mar-14
£
5,660
5,000
4,800
4,800
3,237
4,200
2,700
3,000
3,000
5,000
3,000
3,000
3,000
5,000
2,000
3,000
5,000
728
3,000
5,000
3,000
3,000
3,000
3,000
75,948
86,125
This page does not form part of the statutory accounts.
46
APPENDIX 1: GRANTS AWARDED (continued)
Year Ended
31-Mar-15
£
Year Ended
31-Mar-14
£
75,948
86,125
3,000
3,000
4,000
4,000
5,000
26,765
3,500
5,000
5,000
4,000
5,000
3,151
4,000
5,000
3,000
4,000
4,950
4,647
3,135
4,896
3,000
5,000
-
4,800
5,000
3,000
3,000
4,500
3,000
5,000
3,000
2,500
3,000
5,000
3,030
4,122
5,000
5,000
3,000
4,975
2,576
3,600
2,500
5,000
4,410
3,000
2,000
5,000
5,000
188,992
186,138
Brought forward
Blue Elephant Theatre
Blyth Star Enterprises
Bolton Hospice
Brandon Trust
Brendoncare Foundation
Brighton Dome & Brighton Festival
Brighton Early Music Festival
Bristol Old Vic and Theatre Royal Trust Ltd.
British Deaf Association
British Forces Foundation
British Library
British Lung Foundation
British Youth Opera
Brittle Bone Society
BUDS: Better Understanding of Dementia for Sandwell
Buglife: The Invertebrate Conservation Trust
Burnbake Trust and Art Project
Butterfly Conservation
Cahoots NI
Cambridge Summer Music (formerly Cambridge Summer Recitals)
Camphill Communities Trust (NI)
Cardboard Citizens
Cardiomyopathy Association
Carers Gloucestershire
Carers Network Westminster
Carers Support Service Kenilworth
Carmarthen and District Youth Opera
Carousel
CCHF all about Kids
Chain Reaction Theatre Company
Changing Faces
CHAT Children, Health and Therapy
Cheshire Autism Practical Support Ltd. (ChAPS)
Chickenshed Theatre Trust
CHICKS (Country Holidays for Inner City Kids)
Child Brain Injury Trust
Childhood First
Children With Aids Charity
Children's Adventure Farm Trust
Children's Discovery Centre East London (Discover)
Carried forward
47
Brought forward
Children's Hospice South West
Children's Trust
Chiltern Music Academy
Chipping Camden Music Festival
Chipping Norton Theatre Ltd.
Choir with no name
Christchurch Oxford United Clubs (trading as Ovalhouse)
Christie Charity
Circomedia
Cirencester Opportunity Group
City and Guilds of London Art School
City Arts Trust Limited (City of London Festival)
City of Birmingham Symphony Orchestra
Claire House Children's Hospice
Cleft Lip and Palate Association
Clod Ensemble
Clonter Farm Music Trust
Close House Projects
Colchester Mercury Theatre
Connect - the communications disability network
Conservation Volunteers
Conservation Volunteers Cornwall
Contented Dementia Trust
Cornwall Hospice Care
Coroners' Courts Support Service
Cotswold Canals Trust
Cotswold Care Hospice
Countryside Restoration Trust
Cowbridge Music Festival
Create (Arts) Ltd.
Crossroads Care Bury
Crossroads Care Swansea Neath Port Talbot
Crossroads Caring for Carers NI Ltd.
Cumbria Choral Initiative
Customs House
Cystic Fibrosis Trust
Daisy Garland
Dance UK
DanceEast
Dartington Hall Trust
Carried forward
Year Ended
31-Mar-15
£
Year Ended
31-Mar-14
£
188,992
186,138
3,000
4,000
3,000
3,200
10,000
4,050
2,000
6,000
3,000
4,800
3,000
3,000
4,602
4,810
4,872
5,000
-
5,000
3,000
2,100
3,000
5,000
4,000
10,000
4,450
3,000
4,490
6,000
1,550
2,000
3,000
4,940
3,000
4,000
3,000
3,000
1,500
3,000
5,200
3,000
2,000
4,345
10,000
3,000
500
4,000
257,326
297,213
48
Brought forward
Deaf@x
Deafblind UK
Deafinitely Theatre Ltd.
Deal Festival of Music and the Arts
DEMAND - Design and Manufacture for Disability
Demelza Hospice Care for Children
Design Museum
Disabled Living Foundation
Dogs for the Disabled
Donna Louise Trust
Door Youth Project
Dorset Opera
Down's Syndrome Association
Drake Music Project Northern Ireland
Drake Music Scotland
Dressability
Dulwich Picture Gallery
Ealing Music Therapy Project
Earl Mountbatten Hospice
Earth Trust
East Cheshire Hospice
Eden Court Highlands
Edinburgh International Festival Society
Edward Barnsley Educational Trust
Elmhurst School of Dance
Encephalitis Society
Endometriosis UK
Engage, National Association for Gallery Education
English National Ballet
English National Ballet School
English National Opera
English Touring Opera
Enham Trust
Escaping Victimhood
Factory Youth Zone
First Story
Fledglings
Foundation for Young Musicians
Freedom from Torture
Fressingfield PCC (Music Festival)
Carried forward
Year Ended
31-Mar-15
£
Year Ended
31-Mar-14
£
257,326
297,213
5,000
5,000
4,500
5,000
5,000
3,000
2,000
4,646
4,728
2,500
5,000
3,000
3,000
5,000
3,000
3,000
4,000
5,000
5,000
4,000
5,000
5,000
4,000
3,000
-
4,850
5,000
5,000
1,900
5,000
4,000
3,000
1,000
5,657
3,000
2,500
4,000
5,000
3,000
4,000
3,000
3,000
3,000
5,000
4,500
4,365
3,000
1,000
355,700
380,985
49
Brought forward
Friends of Kent Churches
Future Talent
Future Trees Trust
Gabrieli
Galloway's Society for the Blind
Gazen Salts Nature Reserve
Greenfingers
Green Light Trust
Greenhouse Schools Project Ltd.
Group B Strep Support
Guildhall School Trust
Guideposts Trust
Gwent Ballet Theatre Ltd.
Gwyl Beaumaris Festival
Hackney Music Development Trust
Harrogate Choral Society
Havens Hospices
Havens: London Hereford Leeds
Headway - The Brain Injury Association
Heart'n Soul
Heart of Kent Hospice
Hearts & Minds Ltd.
Hebridean Trust
Helen & Douglas House
Help Musicians UK (formerly Musicians Benevolent Fund)
Historic Chapels Trust
Hoddesdon (Community) Society of Performing Arts (Mayhem Theatre)
Hollybank Trust
Honeypot Charity
Hop Skip and Jump
HorseCourse
Hospices UK (formerly Help the Hospices )
Huntington's Disease Association
Icon Theatre
Inland Waterways Association
Innovative Foundation
Integrated Neurological Services
InterAct Reading Service
International Gilbert & Sullivan Association
International Guitar Foundation & Festivals
Carried forward
Year Ended
31-Mar-15
£
Year Ended
31-Mar-14
£
355,700
380,985
5,000
5,000
4,000
4,360
3,000
3,000
3,000
5,000
6,000
5,000
3,500
2,000
2,000
5,000
4,000
4,000
1,000
5,000
3,000
5,000
5,000
15,000
3,000
2,975
2,470
3,000
5,000
-
250
5,000
3,000
4,000
4,000
4,500
3,000
5,000
5,000
4,000
5,000
2,500
5,000
4,800
4,190
5,000
4,700
15,000
2,300
4,000
3,000
470,005
474,225
50
Brought forward
Irene Taylor Trust - Music in Prisons
Isabel Hospice Ltd.
Jackdaws Educational Trust
Jennifer Trust for Spinal Muscular Atrophy
Jessie May Trust
Jewish Deaf Association
Jubilee Opera Trust
Julia's House
Jumbulance Trust
Katharine House Hospice Banbury
Katharine House Hospice Stafford
Keech Hospice Care
Kent Film Foundation
Kent Music
Kent Woodland Employment Scheme
Kibworth Centenary Youth Brass
Kids
Kingston Carers' Network
Kingston Theatre Trust
Leicestershire Chorale (Youth Find a Voice)
Lewis-Manning Trust (Hospice)
Limes Community & Children's Centre
Lincoln Arts Trust (Lincoln Drill Hall)
Listening Books
Little Angel Theatre
Little Chalfont Charitable Trust
Livability
Live Music Now (London and South East)
Liverpool Lighthouse
Living Paintings
London Chamber Music Society
London Children's Ballet
London Music Masters
London Philharmonic Orchestra
London Symphony Orchestra Ltd.
London Youth Choir
Longborough Festival Opera
Lung Ha's Theatre Company
Macclesfield Youth Brass Band
Macmillan Cancer Support (South Tyneside Young Carers Project)
Year Ended
31-Mar-15
£
470,005
3,000
4,000
5,000
3,000
3,000
1,000
2,500
3,298
3,360
3,000
5,000
5,000
4,000
4,000
4,000
5,000
4,500
3,000
5,000
3,000
5,000
4,000
5,000
2,000
4,585
-
Year Ended
31-Mar-14
£
474,225
2,767
4,000
5,000
5,000
5,000
5,000
3,000
2,500
4,600
2,500
3,500
3,000
4,500
4,500
5,000
3,000
5,000
5,000
3,000
5,000
5,000
Carried forward
564,248
560,092
51
Brought forward
Macular Society
Magdala
Magdalen Environmental Trust
Manchester Camerata
Manchester Museum
Marie Curie Cancer Care
Marlowe Theatre Development Trust
Melodians Steel Orchestra
Meningitis Now (formerly Meningitis Trust)
Menter Rhosygilwen
MERU (Medical Engineering Resource Unit)
Mildmay UK
Missing People
Monteverdi Choir and Orchestra
Moretonhampstead Development Trust
Mornington Trust
Mousetrap Theatre Projects
Motability
Motor Neurone Disease Association
Muir Maxwell Trust
Multiple Sclerosis Therapy Centre Norfolk
Multiple Sclerosis Trust
Muscular Dystrophy Campaign
Music First
Music for Autism
Music for Youth
Music in Hospitals
Music in the Castle (Huxham Charitable Trust)
Music in the Minster
Music on the March (1952) Ltd.
Mustard Tree
Nancy Oldfield Trust
National Centre for Circus Arts (formerly Circus Space)
National Children's Orchestra of Great Britain
National Gulf Veterans & Families Association
National Opera Studio
National Osteoporosis Society
National Student Drama Festival
National Theatre
National Youth Choir of Scotland
Carried forward
Year Ended
31-Mar-15
£
Year Ended
31-Mar-14
£
564,248
560,092
4,000
4,000
4,137
3,000
3,500
4,000
4,200
3,000
3,000
2,500
3,000
3,000
3,300
5,000
3,000
5,000
3,000
3,000
2,500
4,000
5,000
3,300
5,000
-
3,000
5,000
3,000
5,000
3,000
2,000
3,995
5,000
2,500
2,400
3,370
3,000
2,500
5,000
5,400
2,000
4,700
3,000
4,000
5,880
3,000
3,000
5,000
3,000
647,685
647,837
52
Brought forward
National Youth Wind Orchestra of Great Britain
Nature Foundation
Neuromuscular Centre
New English Ballet Theatre
New Sussex Opera
New Wolsey Theatre Company Ltd.
New Writing North
Newham Music Trust
Newlife Foundation for Disabled Children
Nordoff-Robbins Music Therapy
Nordoff-Robbins Music Therapy in Scotland
Norfolk Hospice Tapping House
North Devon Theatres Trust
North East Theatre Trust: Live Theatre
North Northumberland Hospice Ltd.
North Wall Arts Centre
Northern Ballet
Norwood Ravenswood
Nottingham Playhouse
NTC Touring Theatre Co. Ltd.
Oakhaven Hospice Trust
OHMI (One-Handed Musical Instrument Trust)
Old Vic Theatre Trust 2000
Oldham Coliseum Theatre
Only Connect
Opera East Productions
Opera Minima
Opera North Ltd.
Opera Rara
Orchestra of the Age of Enlightenment
Orchestra of the Swan
Orchestras Live
Orpheus Centre Trust
Orpheus Foundation Trust (Opera Danube)
Over the Wall
Oxford Philomusica Trust
PACE Centre
Pallion Action Group
Patina (Parents and Teachers in the Arts
Peace Hospice Care
Carried forward
Year Ended
31-Mar-15
£
Year Ended
31-Mar-14
£
647,685
647,837
3,000
4,000
3,000
5,000
5,000
5,000
3,000
4,000
4,000
4,000
3,500
3,000
5,000
5,000
3,000
3,000
5,000
5,000
4,000
4,000
5,000
-
3,000
3,000
3,000
3,000
4,500
5,000
1,337
3,674
3,000
2,500
3,000
3,708
3,500
3,000
3,500
3,000
3,000
3,000
5,000
4,000
3,000
3,000
4,800
2,000
3,775
733,185
731,131
53
Brought forward
Pegasus Opera Company
Penny Brohn Cancer Care
People's Trust for Endangered Species
Philharmonia Chorus
Philharmonia Ltd.
Pimlico Opera
Pimlott Foundation
Pituitary Foundation
Plantlife - The Wild-Plant Conservation Society
Polka Theatre for Children
Porchlight
Prince's Trust (Incorporating Fairbridge)
Pro Corda
Project Space Leeds (The Tetley)
Propeller Theatre Company Ltd.
Prospect Hospice
Prostate Cancer UK
Puppet Centre Trust
Queen Elizabeth Hospital Birmingham Charity
Queen Elizabeth Scholarship Trust
Queen's Choral Foundation
Rainbow Centre
Rainbow Trust Children's Charity
Rainbows Hospice/Cope Children's Trust
Rambert Dance Company
re: work ltd
Reach Volunteering
Read for Good (Readwell)
Regent's Park Open Air Theatre Ltd.
Resources for Autism
Revitalise Respite Holidays
Richard House Trust
Rifco
Roman River Music
Root and Branch
Rosehill Arts Trust Ltd.
Rotherham Hospice
Roundabout (Drama and Movement Therapy)
Royal Academy of Dramatic Art
Royal Academy of Music
Carried forward
Year Ended
31-Mar-15
£
Year Ended
31-Mar-14
£
733,185
731,131
3,000
3,000
4,000
2,000
4,000
5,000
4,500
3,600
4,000
5,000
5,000
5,000
3,000
5,000
5,000
4,000
3,460
3,000
4,000
3,000
1,495
4,508
20,000
4,000
2,500
5,000
4,000
5,000
3,000
5,000
3,000
3,000
4,000
4,000
3,310
3,588
2,142
5,000
3,000
3,000
5,000
3,336
3,000
3,000
20,000
4,000
841,748
828,007
54
Year Ended
31-Mar-15
£
Year Ended
31-Mar-14
£
Brought forward
841,748
828,007
Royal Ballet School
Royal Botanic Garden, Edinburgh
Royal Botanic Gardens, Kew (Foundation and Friends)
Royal Brompton & Harefield Charitable Trust
Royal College of Music
Royal Court Liverpool Trust Ltd.
Royal Exchange Theatre Company Ltd.
Royal Horticultural Society
Royal Hospital for Children Bristol (The Grand Appeal)
Royal Hospital for Neuro-disability
Royal London Society for Blind People
Royal Northern College of Music
Royal Opera House Foundation
Royal Philharmonic Society
Royal School of Needlework
Royal Star and Garter Homes
Royal Welsh College of Music and Drama
Ryedale Festival
Sadler's Wells Trust Ltd.
Samling
Scene & Heard
Scottish Ballet
Scottish Ensemble
Scottish Opera
Seashell Trust (formerly Royal School for the Deaf Manchester)
Second Chance Children's Charity
Sensory Trust
Shakespeare Hospice
Shakespeare Schools Festival
Shed@ThePark Ltd.
SHINE (formerly Association for Spina Bifida and Hydrocephalus)
Shooting Star CHASE
Sinfonietta Productions Ltd.
Sing for Pleasure
Sistema England
Society for Mucopolysaccharide Diseases
Society of Architectural Historians of Great Britain
Soho Theatre and Writers' Centre
Solomon's Knot Productions Ltd.
Somerset Community Foundation
Carried forward
3,000
2,000
5,000
2,500
5,000
4,000
4,500
5,000
3,000
10,000
4,000
4,000
3,000
5,000
3,000
5,000
4,500
5,000
3,000
4,500
3,000
3,000
5,000
5,000
3,000
5,000
3,430
3,000
3,000
960,178
3,000
3,000
5,000
10,000
3,000
5,000
3,000
4,000
3,000
5,000
3,000
2,500
3,000
3,500
3,750
5,000
4,890
4,000
3,000
2,000
10,000
916,647
55
Brought forward
sound Festival
Sounds New
Soundwell Music Therapy Trust
Southbank Sinfonia
Speight of the Art - The Mark Speight Foundation
Spetchley Park Gardens
Spitalfields Festival Ltd. (Spitalfields Music)
Splash - Wiltshire
St. Andrew's Hospice (Children and Adults) Grimsby
St. Barnabas Hospices (Sussex) Ltd. (St Barnabas House)
St. Catherine's Hospice, Crawley
St. Christopher's Hospice, Sydenham
St. David's Hospice Care, Newport
St. Elizabeth Hospice, Ipswich
St. George's Hospital Charity, Tooting
St. John's Hospice, North London
St. Joseph's Hospice, Hackney
St. Joseph's Specialist School & College
St. Luke's Hospice (Basildon & District)
St. Margaret's Hospice, Somerset
St. Mary's, Petworth
St. Mary's Wrestwood Children's Trust (The Talking Trust)
St. Mary the Virgin, Marden (Marden PCC)
St. Michael's Hospice (North Hampshire)
St. Peter and St. James Charitable Trust , Lewes
St. Peter's Hospice
St. Raphael's Hospice , Sutton
St. Richard's Hospice Foundation, Worcester
St. Wilfred's Hospice, Eastbourne
Story Door
Streetwise Opera
Stroke Association
Suffolk Philharmonica Orchestra
Surrey Care Trust
Teenage Cancer Trust
Tell me a Tale
The Dukes (Theatre), Lancaster
The Legacy Rainbow House
The Lowry Trust
Theatre Centre
Carried forward
Year Ended
31-Mar-15
£
Year Ended
31-Mar-14
£
960,178
916,647
4,160
3,500
5,000
5,000
4,260
3,812
3,830
4,560
4,800
4,000
3,500
5,000
2,000
3,000
3,000
4,000
958
2,500
3,500
5,000
4,000
5,000
5,000
5,000
4,950
-
3,000
4,000
4,350
5,000
4,000
3,000
3,000
3,500
5,000
4,930
5,000
2,500
1,862
5,000
5,000
5,000
5,000
2,500
4,800
1,800
1,059,508
994,889
56
Brought forward
Theatre Royal at Bury St. Edmunds
Theatre Royal Bath (Egg Theatre)
Theatre Royal Plymouth Ltd.
Theodora Children's Trust
Thetford Music Project (Thetford Voices)
Threlkeld Village Hall Trust
Tir Coed
Tommy's
Toonspeak Young People's Theatre
Treetops Hospice, Risley
Tricycle Theatre Company
Trinity Hospice, Clapham
Trust Links
Tunnell Trust for Young Musicians
Two Moors Festival
Ulster Youth Orchestra
Unexpected Opera
VocalEyes
Voices Foundation
Wakefield Theatre Trust
Walter Carrington Educational Trust
Warwickshire Association for the Blind
Watermill Theatre Ltd.
Welborne Village Hall
Wellchild
Welsh Chamber Orchestra
Wendy Gough Cancer Awareness Foundation
West Green Opera House Ltd
West Norfolk Gilbert & Sullivan Operatic Society
Westonbirt, the National Arboretum
Wey and Arun Canal Trust
Whale and Dolphin Conservation Society
Whitechapel Gallery
Who Cares? Trust
Wilderness Foundation
Wildfowl and Wetlands Trust
Wildlife Trust Avon
Wildlife Trust Beds, Cambs, Northants
Wildlife Trust Derbyshire
Wildlife Trust Durham
Carried forward
Year Ended
31-Mar-15
£
1,059,508
3,000
2,000
2,500
4,000
3,890
3,000
4,500
5,000
4,000
4,500
3,000
4,000
3,000
5,000
2,993
5,000
5,000
3,000
3,000
5,000
4,000
5,000
1,143,891
Year Ended
31-Mar-14
£
994,889
3,000
3,000
3,000
5,000
3,000
5,000
3,000
4,000
4,000
5,000
3,322
3,000
3,500
5,000
3,000
1,000
5,000
5,000
3,000
4,500
5,000
2,000
3,200
1,079,411
57
Brought forward
Wildlife Trust Gloucestershire
Wildlife Trust Norfolk
Wildlife Trust Northumberland
Wildlife Trust Scotland
Wildlife Trust Somerset
Wildlife Trust Wiltshire
Wildlife Trust Yorkshire
Willen Hospice, Milton Keynes
Willow Burn Derwentside Hospice Care Foundation, Durham
Wiltshire Music Centre Trust
Wirral Society of the Blind and Partially Sighted
Wolverhampton Grand Theatre
Woolf Institute
Worcestershire Building Preservation Trust Ltd.
Wotton-under-Edge and District Recreational Trust
Yorkshire Dales Millennium Trust
Young Dementia UK (formerly Clive Project)
Young Epilepsy
Young Musicians' Symphony Orchestra
Young Music Makers of Dyfed
Young Opera Venture
Young People's Trust for the Environment
Young Vic Theatre
Youth Dance England
Yvonne Arnaud Theatre Management
Zoe's Place Baby Hospice
4 Cancer Group Sail 4 Cancer
Year Ended
Year Ended
31-Mar-15
31-Mar-14
£
1,143,891
5,000
5,000
5,000
3,200
4,552
5,000
2,000
5,000
3,000
1,500
3,000
5,000
4,000
3,500
5,000
£
1,079,411
4,000
4,000
3,600
3,500
3,000
3,000
3,000
1,000
5,000
3,450
4,890
-
1,203,643
1,117,851
58

Trustees` Annual Report and Accounts 2015

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