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2025-08-31-accounts

Trustee Report on ESO Accounts for 2024-2025 – for 2025 ESO AGM on 9[th] March 2026

The ESO accounts are drawn up on the basis of expenditure and income between 1/9/24 and 31/8/25.

During this season three concerts and a children’s workshop took place. Essex Symphony Orchestra Limited was engaged to put on the three concerts through a production agreement between ESO and ESOPL.

Note on controls

ESO uses online banking with dual authorisation needed to approve electronic transfers. Cheques are issued with two signatures.

The only cash withdrawals were made for concert floats.

Ticketsource is used for online ticketing for concerts – and for season tickets.

CAFDonate is used for Friends scheme.

ESO during this accounting period set a reserves limit of £15000. In Autumn 2024 the committee reconsidered the Summer 25 programme and changed this programme to control costs.

Donations

During this accounting period anonymous non-concert specific donations of £6000 were made to ESO.

The chair of the orchestra discusses anonymous donations with potential donors and the purpose of the donation is understood by the chair, secretary and treasurer in line with the orchestra’s donation policy.

Changes in presentation

ESO accounts do not have presentation of restricted and non-restricted funds for this period. This is because it is only in the consolidated ESO and ESOPL accounts that this is meaningful.

Members are provided at the AGM in 2025 with three sets of accounts (see attachments in this document):

For discussing the financial position of the orchestra the consolidated accounts should be referred to as these give opening and closing balances for ESO and ESOPL and consolidated statements of income and expenditure.

Non-regular income

Gift Aid

Gift Aid can be claimed from HMRC after the end of the financial year. It can be claimed for up to four previous years.

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A gift aid claim for 2023-24 accounting period was not made and will be made in the 202526 accounting period.

Grants

Essex County Council as part of supporting our anniversary year provided a grant of £5000 towards the cost of our summer concert.

Consolidated Income and Expenditure (ESO +ESOPL)

Income

Subscriptions provides the largest source of income followed by ticket sales and Orchestral Tax Relief (OTR). Orchestral tax relief is claimed by ESOPL and was £5821.29. Friends of ESO continue to contribute to our non-concert income. Membership was high during the season. Season ticket promotions were successful in generating income. The CAFDonate platform continues to work well for processing friends applications and their payments.

Expenditure

Concert fixed costs vary little concert to concert. Programming by the Musical Director in consultation with the Chair and the Committee determine the variable costs of concerts which concern soloist, music and extra players. Proposed programmes are costed and the committee is responsible for the programme selection.

Non-concert costs are affected most by weekly rehearsal cost that increases annually. Rehearsal room hire costs increase year by year as prices increase and the discount the orchestra benefits from as a regular hirer decreases.

Season St John Payne Monday room Hire
21-22 £69.75
22-23 £74.16
23-24 £93.08
24-25 £101.25
25-26 £111.15

Season performance

Consolidate accounts show a surplus of £11,851.58 at the end of the season.

The use of Orchestra Tax Relief Scheme through ESOPL produced £5821.29 of tax relief received during the 24-25 season relating to activities by ESOPL in the 23-24 season. The cost of using this scheme was £698.56. This is paid to a subsidiary of Making Music and is the fee for the service they provide including making Companies House account submissions ESOPL statutory accounts and HMRC submission for OTR.

Current Assets

The combined current assets of ESO and ESOPL provides a concise account of opening bank balances, the income and expenditure during the season and the closing balances.

In the consolidated accounts:

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Bank Accounts Opening Balance
Closing Balance
1/9/2024
31/8/2025
Opening Balance
Closing Balance
1/9/2024
31/8/2025
Current Account (Barclays Community Account) 9,740.92
£
21,590.88
£
ESO Metrobank Deposit Account (reinvested matured account into new deposit) 8,000.00
£
8,000.00
£
ESO Metrobank current account linked to deposit(to receive interest) 1.58
£
297.89
£
ESOPL current account 3.75
£
5.37
£
Total Bank Account Balances 17,746.25
£
29,894.14
£
ESO Barclays Surplus for yr ended 11,849.96
£
Interest to ESO deposit account that matured 296.31
£
ESOPL current account surplus 1.62
£
Final Bank Account Balances 29,894.14
£
29,894.14
£

Consolidated Statement

The consolidated statement shows deficits and surpluses for concert and non-concert income and expenditure.

Summary of Surplus and Defcit for 2024/2025 season Summary of Surplus and Defcit for 2024/2025 season Summary of Surplus and Defcit for 2024/2025 season Summary of Surplus and Defcit for 2024/2025 season Summary of Surplus and Defcit for 2024/2025 season Summary of Surplus and Defcit for 2024/2025 season
Concert/Non-concert
Surplus
Defcit
Autumn 821.62
£
Spring 548.75
£
Summer 5,617.15
£
-
£
Children's -
£
1,050.55
£
Concert sub-total 5,617.15
£
2,420.92
£
Non-concert total 8,866.55
£
-
£
Concert/Non-concert subtotal
14,483.70
£
2,420.92
£
Adjustment (previous period)
-
£
211.20
£
Adjustment (next period) -
£
-
£
Total adjustments
-
£
211.20
£
Total all surpluses and defcits
14,483.70
£
2,632.12
£

Season Net Surplus
11,851.58
£
-
£

The summer concert shows a surplus as the ECC grant was for this concert and is included in the income for this concert. In making this grant application the rehearsal costs were included In the accounts the rehearsal room costs appear in the non-concert part of the accounts. When the committee is planning all rehearsal costs are used when projecting costs.

Children’s Workshop

This event has no income and ESO designated funds are used to fund it. At the start of the season the opening balance of this designated fund was £1708.31. The cost of the workshop was £1050.55. Part of the anonymous donation made during the season is for children’s outreach activities. The committee is therefore confident in continued future funding of the children’s outreach activities and a workshop is being planned for 2026.

Future planning

In the 2025-26 season the committee will continue working on programming for future seasons. The financial position is currently one where it is possible to programme more ambitiously in terms of non-library music (one of our major variable costs) – rather than programme to control costs as a priority. This is because the anonymous donations are

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more than making up the funding gap that has been extensively referenced in previous treasurer reports to members.

The committee is also increasing the reserves limit given the expected increase in programming costs. It is also planning to extend the designation of funds to include funds for marketing and special projects alongside the existing designation of funds for Outreach(Children’s workshop).

Note about Essex Symphony Orchestra Productions Limited

This registered company was formed in June 2022 with Anne Rushton, Ian Palotai and Hazel Hercules as Directors. An agreement between Essex Symphony Orchestra and ESOPL determines the relationship between the charity and the company. The sole purpose of ESOPL is to produce concerts for ESO and to claim Orchestral Tax Relief (OTR) on the production loss for ESO.

Ian Palotai, ESO Treasurer, 08/02/2026

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Attachments:

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1 Consolidated Accounts

Essex Symphony Orchestra and Essex Symphony Orchestra Productions Limited Consolidated Accounts 2024-25

Ian Palotai

ESO Treasurer, 08 February 2025

During period ESOPL produced 3 concerts. ESOPL had no involvement with Children’s workshop in May 2025 as this was not a concert.

2

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ESSEX SYMPHONY ORCHESTRA & ESOPL
Statement of Income and Expenditure for year ended
ESSEX SYMPHONY ORCHESTRA & ESOPL
Statement of Income and Expenditure for year ended
ESSEX SYMPHONY ORCHESTRA & ESOPL
Statement of Income and Expenditure for year ended
ESSEX SYMPHONY ORCHESTRA & ESOPL
Statement of Income and Expenditure for year ended
ESSEX SYMPHONY ORCHESTRA & ESOPL
Statement of Income and Expenditure for year ended
ESSEX SYMPHONY ORCHESTRA & ESOPL
Statement of Income and Expenditure for year ended
31st August 2025 31st August 2025 as at
08 Feb 2026
as at
08 Feb 2026
as at
08 Feb 2026
as at
08 Feb 2026
as at
08 Feb 2026
Income 2025/2025 Expenditure 2024/2025
Subscriptons 7,655.00
£
HMRC Gif Aid -
£
Conductor/ Leader Concert 3,066.10
£
Friends 345.00
£
Soloist fees & expenses 1,485.75
£
Corporate Friends / Advertsing -
£
Extra players fees / expense s 937.50
£
Ticket Sales 6,936.00
£
Instrument Hire 0
Season Tickets 360.00
£
Concerts - Hall Hire, PRS 2,433.87
£
Non-specifc donaton 6,000.00
£
Programme printng 296.00
£
Donatons for programmes 468.71
£
Refreshments - Concert -
£
ECC Concert specifc donaton 5,000.00
£
Transport (Childrens Concert) -
£
Non-concert specifc grants -
£
Music Hire 806.76
£
Orchestral tax Relief from ESOPL 5,821.29
£
PRS 123.20
£
Rehearsal Rooms (incl Children's) 3,734.10
£
Non-specifc Donatons -
£
-
£
-
£
-
£
Conductor/ Leader Rehearsal 5,917.10
£
-
£
Bank credit Wind tutor
PRS refund Publicity (general) 237.60
£
428.40
£
-
£
337.00
£
Rehearsal Refreshments Web site
Secretarial Expenses
Concert foats -
£
-
£
Making Music membership & insurance
Concert refreshments Other (including cups and refreshments) 150.28
£
32.90
£
Ticket sales fees
OTR Services 698.56
£
CAFDonate fees 49.30
£
Concert foats -
£
Total Income 32,586.00
£
-
£
Total Expenses
20,734.42
£
-
£
Excess Expenditure (Defcit) -
£
Excess Income (Surplus)
11,851.58
£
Grand Total 32,586.00
£
-
£
Grand Total
32,586.00
£
Summary of Surplus and Defcit for 2024/2025 season
Concert/Non-concert
Surplus
Defcit
Autumn 821.62
£
Spring 548.75
£
Summer 5,617.15
£
-
£
Children's -
£
1,050.55
£
Concert sub-total 5,617.15
£
2,420.92
£
Non-concert total 8,866.55
£
-
£
Concert/Non-concert subtotal
14,483.70
£
2,420.92
£
Adjustment (previous period)
-
£
211.20
£
Summary of concert and non-concert results for 2024/2025 season
Adjustment (next period) -
£
-
£
Net Concert Surplus 3,196.23
£
3,196.23
£
Total adjustments
-
£
Total all surpluses and defcits
14,483.70
£
211.20
£
2,632.12
£
Net non-concert Surplus 8,866.55
£
8,866.55
£
Net adjustments 211.20
£
211.20

Season Net Surplus
11 851 58
£
-
£
Season Net Surplus
11 851 58
£
11 851 58
£

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Current Assets
Bank Accounts Opening Balance
Closing Balance
1/9/2024
31/8/2025
Current Account (Barclays Community Account) 9,740.92
£
21,590.88
£
ESO Metrobank Deposit Account (reinvested matured account into new deposit) 8,000.00
£
8,000.00
£
ESO Metrobank current account linked to deposit(to receive interest) 1.58
£
297.89
£
ESOPL current account 3.75
£
5.37
£
Total Bank Account Balances 17,746.25
£
29,894.14
£
ESO Barclays Surplus for yr ended 11,849.96
£
Interest to ESO deposit account that matured 296.31
£
ESOPL current account surplus 1.62
£
Final Bank Account Balances 29,894.14
£
29,894.14
£
Other Assets
A Typewriter, Hot Water boiler and Music Stands. All of nil value for accountng purposes

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Non-concert and concert accounts

ESSEX SYMPHONY ORCHESTRA + PL

Statement of Income and Expenditure for non-concert Statement of Income and Expenditure for non-concert Statement of Income and Expenditure for non-concert Statement of Income and Expenditure for non-concert activity
as at
08 Feb 2026
activity
as at
08 Feb 2026
activity
as at
08 Feb 2026
activity
as at
08 Feb 2026
activity
as at
08 Feb 2026
Income
2024/2025
Expenditure
2024/2025
Transfers from ESO 13,506.60
£
Transfer to ESOPL 13,506.60
£
Subscriptons 7,655.00
£
Conductor/ Leader Rehearsal 5,917.10
£
Orchestral Tax Relief from HMRC
5,821.29
£
Rehearsal Accommodaton 3,734.10
£
HMRC Gif Aid -
£
Wind tutor -
£
Corporate Friends / Advertsing
-
£
Secretarial Expenses -
£
Non-concert specifc -
£
Non-specifc donaton 6,000.00
£
Making Music membership & insurance 337.00
£
Bank credit -
£
Web site 428.40
£
Sub-total 32,982.89
£
Publicity -
£
Friends 345.00
£
Refreshments - Rehearsals -
£
Season Tickets 360.00
£
CAFDonate Fees 49.30
£
OTR Services 698.56
£
Other (includng cups and refreshments) 150.28
£
Total Income
33,687.89
£
Total Expenditure
24,821.34
£
Excess Exp/Income (Defcit)
-
£
Excess Income/Exp (Surplus)
8,866.55
£
Grand Total
33,687.89
£
Grand Total
33,687.89
£

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ESSEX SYMPHONY ORCHESTRA + PL

Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
Income
2023/24
Expenditure
2023/24
Subscriptons -
£
Conductor/ Leader -
£
Rehearsal Cofee Income -
£
Players 152.50
£
HMRC Gif Aid -
£
Soloist -
£
Corporate Friends / Advertsing
-
£
Refreshments - Rehearsals -
£
Donatons -
£
Secretarial Expenses -
£
Ticket sales -
£
Music Hire -
£
Sub-total -
£
Other -
£
Friends -
£
PRS 58.70
£
Total Income
-
£
Total Expenditure
211.20
£
Excess Exp/Income (Defcit)
211.20
£
Excess Income/Exp (Surplus)
-
£
Grand Total
211.20
£
Grand Total
211.20
£

3

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ESSEX SYMPHONY ORCHESTRA + PL as at 8/2/2026 Statement of Income and Expenditure for the Autumn concert on 07 December 2024

Income 2024/2025 Expenditure
2024/2025
Ticket salespre-concert 918.00
£
Conductor/ Leader Concert 584.95
£
Ticket sales members 30.00
£
Soloist fees & expenses 671.50
£
Ticket sales on door 1,549.00
£
Extraplayers fees / expenses 1,025.00
£
Total Ticket sales 2,497.00
£
Instrument Hire -
£
Programme sales 144.00
£
Concerts - Hall Hire,PRS 734.04
£
Publicity/ Posters 78.20
£
Cash float -
£
Programmeprinting 93.00
£
-
£
Music Hire 255.87
£
Ticket sales fees 20.06
£
PRS refund -
£
Cash float -
£
Total Income 2,641.00
£
Total Expenditure
3,462.62
£
Excess Exp/Income (Deficit) 821.62
£
Excess Income/Exp (Surplus)
-
£
Concert Total 3,462.62
£
Concert Total
3,462.62
£

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ESSEX SYMPHONY ORCHESTRA +PL

Statement of Income and Expenditure for the Spring concert on 08 March 2025

Income 2024/2025 Expenditure
2024/2025
Ticket salespre-concert 782.00
£
Conductor/ Leader Concert 450.45
£
Ticket Sales members 119.00
£
Soloist fees & expenses 383.45
£
Ticket sales on door 1,165.00
£
Extraplayers fees / expenses 460.00
£
Total Ticket sales 2,066.00
£
Instrument Hire -
£
Programme donations 123.00
£
Concerts - Hall Hire,PRS 806.54
£
Cash float -
£
Ticket sales fees 1.35
£
-
£
-
£
Music Hire 472.76
£
-
£
Wine for soloist -
£
Posters 78.20
£
Programmes 85.00
£
Cash Float -
£
Total Income 2,189.00
£
Total Expenditure
2,737.75
£
Excess Exp/Income (Deficit) 548.75
£
Excess Income/Exp (Surplus)
-
£
Concert Total 2,737.75
£
Concert Total
2,737.75
£

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ESSEX SYMPHONY ORCHESTRA + PL

Statement of Income and Expenditure for the Summer concert on 21 June 2025

Income 2024/2025 Expenditure
2024/2025
Ticket salespre-concert
1,105.00
£
Conductor/ Leader Concert 450.45
£
Ticket sales on door 896.00
£
Soloist fees & expenses 384.25
£
Ticket sales members 372.00
£
Extraplayers fees / expenses 180.00
£
Total Ticket sales 2,373.00
£
Concerts - Hall Hire,PRS 654.04
£
Programme donations 201.71
£
Ticket sales fees 11.49
£
ECC concert specific donation 5,000.00
£
Instrument hire -
£
Cash float -
£
Music Hire 78.13
£
PRS refund -
£
Publicity 81.20
£
Programmes 118.00
£
Cash Float -
£
Total Income 7,574.71
£
Total Expenditure
1,957.56
£
Excess Exp/Income (Deficit) -
£
Excess Income/Exp (Surplus)
5,617.15
£
Concert Total 7,574.71
£
Concert Total
7,574.71
£

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ESSEX SYMPHONY ORCHESTRA - No ESOPL expenditure

Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025
Income
2024/25
Expenditure
2024/25
-
£
Conductor/Leader Concert 646.80
£
Conductor/Leader rehearsals
Rehearsal rooms -
£
Extraplayers fees/expenses 100.00
£
Publicity -
£
Aquinas Hall Hire 303.75
£
M usic Hire -
£
Programmes -
£
Transport -
£
Total Income
-
£
Total Expenditure
1,050.55
£
Excess Exp/Income (Defcit)
1,050.55
£
Excess Income/Exp (Surplus)
-
£
Concert Total
1,050.55
£
Concert Total
1,050.55
£

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2 Essex Symphony Orchestra

Essex Symphony Orchestra Accounts 2024-25

(These accounts have been independently verified in advance of the ESO AGM in March 2026)

Ian Palotai

ESO Treasurer, 08 Feb 2026

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ESSEX SYMPHONY ORCHESTRA as at 08 Feb 2026 Statement of Income and Expenditure for year ended 31st August 2025

Income 2025/2025 Expenditure 2024/2025
Subscriptons 7,655.00
£
Tranfer to ESOPL 13,506.60
£
HMRC Gif Aid -
£
Conductor/ Leader Concert 2,132.65
£
Friends 345.00
£
Soloist fees & expenses 505.75
£
Corporate Friends / Advertsing -
£
Extra players fees / expenses 937.50
£
Ticket Sales 6,936.00
£
Instrument Hire
Season Tickets 360.00
£
Concerts - Hall Hire, PRS 2,433.87
£
Non-specifc donaton 6,000.00
£
Programme printng 118.00
£
Donatons for programmes 468.71
£
Refreshments - Concert -
£
ECC Concert specifc donaton 5,000.00
£
Transport (Childrens Concert) -
£
Non-concert specifc grants -
£
Music Hire -
£
Orchestral tax Relief from ESOPL 5,821.29
£
PRS 123.20
£
Rehearsal Rooms (incl Children's) -
£
Non-specifc Donatons -
£
-
£
-
£
-
£
Conductor/ Leader Rehearsal -
£
-
£
Bank credit Wind tutor
PRS refund Publicity (general) -
£
428.40
£
-
£
337.00
£
Rehearsal Refreshments Web site
Secretarial Expenses
Concert foats -
£
-
£
Making Music membership & insurance
Concert refreshments Other (including cups and refreshments) 130.87
£
32.90
£
49.30
£
Ticket sales fees
CAFDonate fees
Concert foats -
£
Total Income 32,586.00
£
-
£
Total Expenses
20,736.04
£
-
£
Excess Expenditure (Defcit) -
£
Excess Income (Surplus)
11,849.96
£
Grand Total 32,586.00
£
-
£
Grand Total
32,586.00
£
Summary of Surplus and Defcit for 2024/2025 season
Concert/Non-concert
Surplus
Defcit
Autumn 562.95
£
-
£
Spring 550.66
£
-
£
Summer 6,116.48
£
-
£
Children's -
£
1,050.55
£
Concert sub-total 7,230.09
£
1,050.55
£
Non-concert total 5,729.12
£
-
£
Concert/Non-concert subtotal
12,959.21
£
1,050.55
£
Adjustment (previous period)
-
£
58.70
£
Summary of concert and non-concert results for 2024/2025 season
Adjustment (next period) -
£
-
£
Net Concert Surplus 6,179.54
£
6,179.54
£
Total adjustments
-
£
Total all surpluses and defcits
12,959.21
£
58.70
£
1,109.25
£
Net non-concert Surplus 5,729.12
£
5,729.12
£
Net adjustments 58.70
£
58.70

Season Net Surplus
11 849 96
£
-
£
Season Net Surplus
11 849 96
£
11 849 96
£
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Current Assets
Bank Accounts Opening Balance
Closing Balance
1/9/2024
31/8/2025
Current Account (Barclays Community Account) 9,740.92
£
21,590.88
£
ESO Metrobank Deposit Account (reinvested matured account into new deposit) 8,000.00
£
8,000.00
£
ESO Metroband current account linked to deposit(to receive interest) 1.58
£
297.89
£
Total Bank Account Balances 17,742.50
£
29,888.77
£
ESO Barclays Surplus for yr ended 11,849.96
£
Interest to ESO deposit account that matured 296.31
£
Final Bank Account Balances 29,888.77
£
29,888.77
£

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Non-concert and concert accounts

ESSEX SYMPHONY ORCHESTRA

Statement of Income and Expenditure for non-concert activity
as at
08 Feb 2026
Statement of Income and Expenditure for non-concert activity
as at
08 Feb 2026
Statement of Income and Expenditure for non-concert activity
as at
08 Feb 2026
Statement of Income and Expenditure for non-concert activity
as at
08 Feb 2026
Statement of Income and Expenditure for non-concert activity
as at
08 Feb 2026
Statement of Income and Expenditure for non-concert activity
as at
08 Feb 2026
Statement of Income and Expenditure for non-concert activity
as at
08 Feb 2026
Statement of Income and Expenditure for non-concert activity
as at
08 Feb 2026
Statement of Income and Expenditure for non-concert activity
as at
08 Feb 2026
Income
2024/2025
Expenditure
2024/2025
Transfer to ESOPL 13,506.60
$
Subscriptons 7,655.00
£
Conductor/ Leader Rehearsal -
£
Orchestral Tax Relief from ESOPL
5,821.29
£
Rehearsal Accommodaton -
£
HMRC Gif Aid -
£
Wind tutor -
£
Corporate Friends / Advertsing
-
£
Secretarial Expenses -
£
Non-concert specifc -
£
Non-specifc donaton 6,000.00
£
Making Music membership & insurance 337.00
£
Bank credit -
£
Web site 428.40
£
Sub-total 19,476.29
£
Publicity -
£
Friends 345.00
£
Refreshments - Rehearsals -
£
Season Tickets 360.00
£
CAFDonate Fees 49.30
£
Other (includng cups and refreshments) 130.87
£
Total Income
20,181.29
£
Total Expenditure
14,452.17
£
Excess Exp/Income (Defcit)
-
£
Excess Income/Exp (Surplus)
5,729.12
£
Grand Total
20,181.29
£
Grand Total
20,181.29
£

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ESSEX SYMPHONY ORCHESTRA
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
ESSEX SYMPHONY ORCHESTRA
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
ESSEX SYMPHONY ORCHESTRA
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
ESSEX SYMPHONY ORCHESTRA
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
ESSEX SYMPHONY ORCHESTRA
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
ESSEX SYMPHONY ORCHESTRA
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
ESSEX SYMPHONY ORCHESTRA
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
ESSEX SYMPHONY ORCHESTRA
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
ESSEX SYMPHONY ORCHESTRA
Statement of Income and Expenditure incurred in previous period
as at
08 Feb 2026
Income
2023/24
Expenditure
2023/24
Subscriptons -
£
Conductor/ Leader -
£
Rehearsal Cofee Income -
£
Rehearsal Accommodaton -
£
HMRC Gif Aid -
£
Soloist -
£
Corporate Friends / Advertsing
-
£
Refreshments - Rehearsals -
£
Donatons -
£
Secretarial Expenses -
£
Ticket sales -
£
Music Hire -
£
Sub-total -
£
Other -
£
Friends -
£
PRS 58.70
£
Total Income
-
£
Total Expenditure
58.70
£
Excess Exp/Income (Defcit)
58.70
£
Excess Income/Exp (Surplus)
-
£
Grand Total
58.70
£
Grand Total
58.70
£

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ESSEX SYMPHONY ORCHESTRA
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
Income 2024/2025 Expenditure
2024/2025
Ticket salespre-concert 918.00
£
Conductor/ Leader Concert 584.95
£
Ticket sales members 30.00
£
Soloist fees & expenses 221.50
£
Ticket sales on door 1,549.00
£
Extraplayers fees / expenses 517.50
£
Total Ticket sales 2,497.00
£
Instrument Hire -
£
Programme sales 144.00
£
Concerts - Hall Hire,PRS 734.04
£
Publicity/ Posters -
£
Cash float -
£
Programmeprinting -
£
Music Hire -
£
Ticket sales fees 20.06
£
PRS refund -
£
Cash float -
£
Total Income 2,641.00
£
Total Expenditure
2,078.05
£
Excess Exp/Income (Deficit) -
£
Excess Income/Exp (Surplus)
562.95
£
Concert Total 2,641.00
£
Concert Total
2,641.00
£

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ESSEX SYMPHONY ORCHESTRA
Statement of Income and Expenditure for the Spring concert on
ESSEX SYMPHONY ORCHESTRA
Statement of Income and Expenditure for the Spring concert on
ESSEX SYMPHONY ORCHESTRA
Statement of Income and Expenditure for the Spring concert on
ESSEX SYMPHONY ORCHESTRA
Statement of Income and Expenditure for the Spring concert on
08 March 2025 08 March 2025 08 March 2025 08 March 2025 08 March 2025
Income 2024/2025 Expenditure
2024/2025
Ticket salespre-concert 782.00
£
Conductor/ Leader Concert 450.45
£
Ticket Sales members 119.00
£
Soloist fees & expenses 150.00
£
Ticket sales on door 1,165.00
£
Extraplayers fees / expenses 230.00
£
Total Ticket sales 2,066.00
£
Instrument Hire -
£
Programme donations 123.00
£
Concerts - Hall Hire,PRS 806.54
£
Cash float -
£
Ticket sales fees 1.35
£
-
£
Music Hire -
£
Wine for soloist -
£
Posters -
£
Programmes -
£
Cash Float -
£
Total Income 2,189.00
£
Total Expenditure
1,638.34
£
Excess Exp/Income (Deficit) -
£
Excess Income/Exp (Surplus)
550.66
£
Concert Total 2,189.00
£
Concert Total
2,189.00
£

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ESSEX SYMPHONY ORCHESTRA

Statement of Income and Expenditure for the Summer concert on 21 June 2025

Income 2024/2025 Expenditure
2024/2025
Ticket salespre-concert
1,105.00
£
Conductor/ Leader Concert 450.45
£
Ticket sales on door 896.00
£
Soloist fees & expenses 134.25
£
Ticket sales members 372.00
£
Extraplayers fees / expenses 90.00
£
Total Ticket sales 2,373.00
£
Concerts - Hall Hire,PRS 654.04
£
Programme donations 201.71
£
Ticket sales fees 11.49
£
ECC concert specific donation 5,000.00
£
Instrument hire -
£
Cash float -
£
Music Hire -
£
PRS refund -
£
Publicity -
£
Programmes 118.00
£
Cash Float -
£
Total Income 7,574.71
£
Total Expenditure
1,458.23
£
Excess Exp/Income (Deficit) -
£
Excess Income/Exp (Surplus)
6,116.48
£
Concert Total 7,574.71
£
Concert Total
7,574.71
£

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ESSEX SYMPHONY ORCHESTRA

Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025 Statement of Income and Expenditure for the Children's workshop on 11 May 2025
Income
2024/25
Expenditure
2024/25
-
£
Conductor/Leader Concert 646.80
£
Conductor/Leader rehearsals
Rehearsal rooms -
£
Extraplayers fees/expenses 100.00
£
Publicity -
£
Aquinas Hall Hire 303.75
£
M usic Hire -
£
Programmes -
£
Transport -
£
Total Income
-
£
Total Expenditure
1,050.55
£
Excess Exp/Income (Defcit)
1,050.55
£
Excess Income/Exp (Surplus)
-
£
Concert Total
1,050.55
£
Concert Total
1,050.55
£

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ESOPL Accounts

Essex Symphony Orchestra Productions Limited Accounts 2024-25

Ian Palotai

ESO Treasurer, 08 February 2026

During period ESOPL produced 3 concerts. ESOPL had no involvement with Children’s workshop as this was not a concert.

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ESSEX SYMPHONY ORCHESTRA Productions Limited as at 08 Feb 2026 Statement of Income and Expenditure for year ended 31st August 2025

Income
2024/2025
Expenditure
2024/2025
Transfer from ESO 13,506.60
£
Transfer of OTR income to ESO barclays 5,821.29
£
-
£
Conductor/ Leader Concert 933.45
£
HMRC OTR Receipt 5,821.29
£
Soloist fees & expenses 980.00
£
-
£
Extra players fees / expenses -
£
-
£
Instrument Hire -
£
-
£
Concerts - Hall Hire, PRS
-
£
Programme printng 178.00
£
-
£
Refreshments - Concert -
£
-
£
Transport (Childrens Concert) -
£
-
£
Music Hire 806.76
£
-
£
PRS Refund -
£
Rehearsal Rooms (incl Children's) 3,734.10
£
-
£
-
£
-
£
-
£
Conductor/ Leader Rehearsal 5,917.10
£
-
£
Wind tutor
Publicity (general) 237.60
£
-
£
-
£
-
£
Web site
Secretarial Expenses
-
£
-
£
Making Music membership & insurance
Other 19.41
£
-
£
698.56
£
Ticket sales fees
OTR Services
Concert foats -
£
Total Income
19,327.89
£
-
£
Total Expenses
19,326.27
£
-
£
Excess Expenditure (Defcit)
-
£
Excess Income (Surplus)
1.62
£
2,335.10
£
Grand Total
19,327.89
£
-
£
Grand Total
19,327.89
£
2,335.10
£
Summary of Surplus and Defcit for 2024/2025 season

Concert/Non-concert
Surplus
Defcit
Autumn -
£
1,384.57
£
821.62
Spring -
£
1,099.41
£
548.75
Summer -
£
499.33
£
5,617.15
£
Children's -
£
-
£
Concert sub-total -
£
2,983.31
£
8,866.55
£
Non-concert total 3,137.43
£
-
£
211.20
£
Concert/Non-concert subtotal
3,137.43
£
2,983.31
£
Adjustment (previous period)
-
£
152.50
£
Summary of concert and non-concert results for 2024/2025 season
Adjustment (next period) -
£
-
£
Net concert Defcit 2,983.31
£
2,983.31
Total adjustments
-
£
Total all surpluses and defcits
3,137.43
£
152.50
£
3,135.81
£
Net non-concert Surplus 3,137.43
£
3,137.43
£
Net adjustments 152.50
£
152.50

Season Net Surplus
1 62
£
-
£
Season Net Surplus
1 62
£
1 62
£
** **Page of
Current Assets Current Assets Current Assets
Opening Balance
Closing Balance
Bank Accounts
1/9/2024
31/8/2025
Current Account (Metrobank) 3.75
£
5.37
£
Total Bank Account Balances
3.75
£
5.37
£
Surplus for yr ended 31.08.25 1.62
£
Final Bank Account Balances
5.37
£
5.37
£

| Page of

Non-concert and concert accounts

ESSEX SYMPHONY ORCHESTRA Productions Ltd

as at 08 Feb 2026

Statement of Income and Expenditure for non-concert activity Statement of Income and Expenditure for non-concert activity Statement of Income and Expenditure for non-concert activity Statement of Income and Expenditure for non-concert activity Statement of Income and Expenditure for non-concert activity Statement of Income and Expenditure for non-concert activity as at
08 Feb 2026
as at
08 Feb 2026
as at
08 Feb 2026
Income
2024/25
Expenditure 2024/25
Transfer of OTR income to ESO barclays 5,821.29
£
Transfers from ESO 13,506.60
£
Conductor/ Leader Rehearsal 5,917.10
£
Rehearsal Cofee Income -
£
Rehearsal Accommodaton 3,734.10
£
HMRC Gif Aid -
£
Wind tutor -
£
Corporate Friends / Advertsing
-
£
Secretarial Expenses -
£
Non-concert specifc -
£
Non-specifc donaton -
£
Making Music membership & insurance -
£
Bank credit -
£
Web site -
£
Sub-total 13,506.60
£
Publicity -
£
OTR income from HMRC 5,821.29
£
Refreshments - Rehearsals -
£
Season Tickets -
£
OTR Services 698.56
£
Other 19.41
£
Total Income
19,327.89
£
Total Expenditure
16,190.46
£
Excess Exp/Income (Defcit)
-
£
Excess Income/Exp (Surplus)
3,137.43
£
Grand Total
19,327.89
£
Grand Total
19,327.89
£

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as at 08 Feb 2026

ESSEX SYMPHONY ORCHESTRA




Statement of Income and Expenditure incurred in previous period as at
08 Feb 2026
Income 2023/24 Expenditure 2023/24
Subscriptons -
£
Conductor/ Leader -
£
Rehearsal Cofee Income -
£
Players 152.50
£
HMRC Gif Aid -
£
Soloist -
£
Corporate Friends / Advertsing -
£
Refreshments - Rehearsals -
£
Donatons -
£
Secretarial Expenses -
£
Ticket sales -
£
Music Hire -
£
Sub-total -
£
Other -
£
Friends -
£
PRS refund -
£
Total Income -
£
Total Expenditure
152.50
£
Excess Exp/Income (Defcit) 152.50
£
Excess Income/Exp (Surplus)
-
£
Grand Total 152.50
£
Grand Total
152.50
£

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ESSEX SYMPHONY ORCHESTRA Productions Ltd
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA Productions Ltd
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA Productions Ltd
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA Productions Ltd
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA Productions Ltd
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA Productions Ltd
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA Productions Ltd
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA Productions Ltd
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA Productions Ltd
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
ESSEX SYMPHONY ORCHESTRA Productions Ltd
as at
8/2/2026
Statement of Income and Expenditure for the Autumn concert on 07 December 2024
Income 2024/2025 Expenditure
2024/2025
Ticket salespre-concert -
£
Conductor/ Leader Concert -
£
Ticket sales members -
£
Soloist fees & expenses 450.00
£
Ticket sales on door -
£
Extraplayers fees / expenses 507.50
£
Total Ticket sales -
£
Instrument Hire -
£
Programme donations -
£
Concerts - Hall Hire,PRS -
£
Publicity/ Posters 78.20
£
Cash float -
£
Programmeprinting 93.00
£
Music Hire 255.87
£
PRS refund -
£
Cash float -
£
Total Income -
£
Total Expenditure
1,384.57
£
Excess Exp/Income (Deficit) 1,384.57
£
Excess Income/Exp (Surplus)
-
£
Concert Total 1,384.57
£
Concert Total
1,384.57
£

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ESSEX SYMPHONY ORCHESTRA Productions Ltd

Statement of Income and Expenditure for the Spring concert on 08 March 2025

Income 2024/2025 Expenditure
2024/2025
Ticket salespre-concert -
£
Conductor/ Leader Concert -
£
Ticket Sales members -
£
Soloist fees & expenses 233.45
£
Ticket sales on door -
£
Extraplayers fees / expenses 230.00
£
Total Ticket sales -
£
Instrument Hire -
£
Programme donations -
£
Concerts - Hall Hire,PRS -
£
Cash float -
£
Ticket sales fees -
£
-
£
Music Hire 472.76
£
Flowers for soloist -
£
Posters 78.20
£
Programmes 85.00
£
Cash Float -
£
Total Income -
£
Total Expenditure
1,099.41
£
Excess Exp/Income (Deficit) 1,099.41
£
Excess Income/Exp (Surplus)
-
£
Concert Total 1,099.41
£
Concert Total
1,099.41
£

| Page of

ESSEX SYMPHONY ORCHESTRA Productions Ltd Statement of Income and Expenditure for the Summer concert on 21 June 2025

Income 2024/2025 Expenditure
2024/2025
Ticket salespre-concert
-
£
Conductor/ Leader Concert -
£
Ticket sales on door -
£
Soloist fees&expenses 250.00
£
Ticket sales members -
£
Extraplayers fees / expenses 90.00
£
Total Ticket sales -
£
Concerts - Hall Hire,PRS -
£
Programme donations -
£
Ticket sales fees -
£
Concert specific donation -
£
Instrument hire -
£
Cash float -
£
Music Hire 78.13
£
PRS refund -
£
Publicity 81.20
£
Programmes -
£
Cash Float -
£
Total Income -
£
Total Expenditure
499.33
£
Excess Exp/Income (Deficit) 499.33
£
Excess Income/Exp (Surplus)
-
£
Concert Total 499.33
£
Concert Total
499.33
£

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Independent examiner's report to the trustees of Essex Symphony Orchestra l Teport on the accounts of the Trust for the year ended 31°, Atjgusl 2025. Respectlve responsibÈlltiès of trustO0s and examiner The ¢haflty's Iruslees are responsible lor the preparallon ol the accounts. The charity's Iruslees consldei Ihal an audil is nDI required for thi5 year under seclion 144121 of Ihe Chariti'es Act 2011 {the 2011 Acll and that an independent èxamination is needed. 11 is my respon5ibillty lo.. examlne the 8ccount5 under section 145 01 Ihe 2011 Act lo follow the procedures lald down In the general Direclions given by the Charity Commission under secllon 1451Sllbl of the 2011 Act lo slate whether particular mallers have come to my attention. Basis of indepondent examlner's report My examination w8s Carried out in accordance wllh the general Directions given by the Charity Commission. An examlnalion Includes a review ol the accounllng records kept by the charity and a comparison of the accounts presented wllh those records. 11 also includes consideration L)f any unusual Ilems or disclosures in the accounts, &nd s&eking exp18nalions from you as Iruslees concerning any Such matters. The procedures undertaken do not provlde all th6 evldenc6 that would be r8qulr8d In an audit and consequently no opinion is given as lo whglher Ihe accounts present a 'lrue and lair view, gnd the report Is limlled to those matters sgt oul In Ihe slalemenl below. Indop6nd&nt examlner's Statement In connection with my examination, no mall&r has coma lo my attenlion.. 111 whi¢h gives mg reasonable cau80 lo believe th81 In any malerlal respect the requlremenl8'. lo keep accounling records In accordanc& wllh secllon 130 of the 2011 Act lo prepare accounts which accord wllh the accounting records and comply with the accounllng requlremenls ol the 2011 Act have not been mel., or 121 lo which, In my oplnion, allenlion should be drawn in order lo enabl& a proper understanding ol the accounts lo be reached. Name.. Nicky Creighlon Relevant profession81 qualification 01 body.. FCCA, CTA Address.. 39 Hawlhgm Close, Takeley, Bishops Slortford, Hertfordshire. CM22 6SD Date.. 6th March 2026