Charity Number: 1112536
The Phoenix Concert Band and Instrumental Ensembles
(A Charitable Unincorporated Association)
Trustees’ Report and Accounts
for the year ended 31 July 2025
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The Phoenix Concert Band and Instrumental Ensembles
Report of the Trustees for the year ended 31 July 2025
The trustees present their report for the year ended 31 July 2025.
REFERENCE AND ADMINISTRATIVE DETAILS
Registered Charity Number
1112536
Registered o�ice
43 King George Avenue Leeds LS7 4LN
Independent Examiner
J Carol Bradbury
Trustees
The trustees of The Phoenix Concert Band and Instrumental Ensembles during the year and to the date of signing this report are as follows:
Hilary Pattison, Chair Angela Wright , Secretary Helen Nakhwal, Treasurer Heather Rodgers
Bankers
Barclays Bank Uk plc Trinity Walk Shopping Centre Teall Way Wakefield WF1 1QS
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The Phoenix Concert Band and Instrumental Ensembles Report of the Trustees for the year ended 31 July 2025
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing document
The Phoenix Concert Band and Instrumental Ensembles is a Charitable Unincorporated Association and was registered as a charity on 15 December 2005. It was established under a constitution dated 14th July 2005 amended on 8th December 2005.
Structure and governance
The charity currently has a board of four trustees who, along with the elected o�icer, meet three times a year.
Recruitment and appointment of new trustees
Trustees and o�icers, who are all volunteers, are elected from among the members of the band at the general meeting. Each of the Trustees retires with e�ect from the conclusion of the annual general meeting next after his or her appointment but is eligible for re-election at that general meeting. New trustees and o�icers are provided with the resources they need to carry out their duties and receive a handover from the outgoing trustee or o�icer.
OBJECTIVES AND ACTIVITIES
Charitable objects
The charitable objects of Phoenix Concert Band and Instrumental Ensembles are:
1) To advance, improve and maintain public education and involvement in and appreciation of the art and science of wind band music in all its aspects by the presentation of wind band concerts
2) To promote the art and science often band music in particular by the provision of opportunities for musicians to rehearse and perform
3) For the general purposes of such charitable bodies or for such other purposes as shall be exclusively charitable as the Trustees shall from time to time decide.
The charity's principal activity is the provision of live music entertainment to a wide cross section of the community.
In setting the objectives and planning the activities of the charity, the trustees have complied with the duty in section 4 of the 2006 Act to have due regard to guidance on public benefit published by the Commission.
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The Phoenix Concert Band and Instrumental Ensembles Report of the Trustees for the year ended 31 July 2025
ACHIEVEMENTS AND PERFORMANCE
Review of developments, activities and achievements
general public at St Chad's Church in Far Headingley on 16 November 2024, at Yeadon Methodist Church on 14 December 2024, at St George’s Church, Great George Street in Leeds city centre on 29 March 2025 and at Middleton Park on 29 June.
In November and December 2024 members of the band performed a Christmas programme in small groups in various locations around the city raising funds through busking in aid of the charity Jessie’s Fund and raised over £1,000 for this cause. Through the sale of ra�le tickets and refreshments at concerts throughout the year the band raised a further £400 for Jessie’s Fund. The concert at St George’s raised over £1,500 for St George’s Crypt. All these donations were made directly to respective charities and are therefore not reflected in Phoenix’s accounts. Separately, through a share of ticket sales at the Christmas concert, the band donated £427 to Yeadon Methodist Church in recognition of the support it receives from the venue where it rehearses.
From 11 to 13 July 2025 Phoenix Concert Band held a residential course for band members at Bishop Burton College, spending concentrated time learning new music for future concert performances.
FINANCIAL REVIEW
Reserves policy
The trustees have set a target to hold a reserve for working capital of 6 months’ core expenditure which is budgeted to be £4,900 for the year ended 31 July 2026. The trustees consider this amount appropriate to help manage the risks connected with the current financial and operating environment, and to further provide longer term resilience and means for us to manage change.
In planning the activities of the organisation and setting its annual budget we look to balance the priorities of maintaining funds in line with our reserves policy with our focus on delivering high quality experiences to our audiences, as well as setting aside an amount of money each year towards a future residential course for members.
Financial review
£31). Total reserves stand at £6,994 (2024 £8,660). Unrestricted funds are available for general purposes in accordance with the charity's objects.
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INDEPENDENT EXAMINER'S REPORT TO THE MEMBERS ON THE UNAUDITED ACCOUNTS OF THE PHOENIX CONCERT BAND AND INSTRUMENTAL ENSEMBLES FOR THE YEAR ENDED 31 JULY 2025
I report to the trustees of The Phoenix Concert Band and Instrumental Ensembles (Charity Registration Number 1112536) on the accounts for the year ended 31 July 2025.
Responsibilities and basis of report
As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent Examiner's Statement
in connection with the examination giving me cause to believe:
attention in connection with the examination which gives me cause to believe that in, any material respect:
• the accounting records were not kept in accordance with section 130 of the Charities Act; or
• the accounts did not accord with the accounting records; or
• the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached
Signed:
Date: 1[st] December 2025 Name: J Carol Bradbury
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Phoenix Concert Band and Instrumental Ensembles Receipts and payments accounts for the period 1 August 2024 to 31 July 2025
| 2025 | 2025 | 2025 | 2024 | |
|---|---|---|---|---|
| Unrestricted | Restricted | Total | Total | |
| funds | funds | funds | funds | |
| £ | £ | £ | £ | |
| Receipts | ||||
| Membership Subscription | 8,871 | 8,871 | 8,171 | |
| Performance Income | 2,076 | 2,076 | 1,565 | |
| Residential Income | 0 | 14,325 | 14,325 | 0 |
| Gift Aid | 1,792 | 1,792 | 1,245 | |
| Other income | 36 | 36 | 0 | |
| Donations received | 0 | 0 | 102 | |
| Interest received | 76 | 76 | 68 | |
| Total Receipts | 12,852 | 14,325 | 27,177 | 11,150 |
| Payments | ||||
| Musical Director fee | 3,800 | 3,800 | 3,800 | |
| Music Hire/Purchase | 1,149 | 1,149 | 201 | |
| Rehearsal costs | 2,856 | 2,856 | 3,317 | |
| Residential costs | 18,399 | 18,399 | 0 | |
| Concert Venue hire | 708 | 708 | 895 | |
| Concert other expenses | 535 | 535 | 766 | |
| Donations to charity | 427 | 427 | 0 | |
| Equipment/Instrument Hire/Purchase | 603 | 603 | 159 | |
| Making Music/insurance | 367 | 367 | 355 | |
| Accountant | 0 | 0 | 0 | |
| Website | 31 | 31 | 487 | |
| Total Payments | 10,475 | 18,399 | 28,875 | 9,980 |
| Net of Receipts/(Payments) | 2,376 | (4,074) | (1,698) | 1,170 |
| Transfers between funds | (4,074) | 4,074 | 0 | 0 |
| Cash funds last year end 2024 | 8,692 | 0 | 8,692 | 7,522 |
| Cash funds this year end 2025 | 6,994 | 0 | 6,994 | 8,692 |
The restricted fund includes receipts from members for fees to attend the residential weekend in July 2025 and payments for the accommodation, tutors’ fees and other expenditure on the event. The transfer between funds represents the subsidy for the residential weekend from the Charity’s unrestricted funds.
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Phoenix Concert Band and Instrumental Ensembles Statement of assets and liabilities at the end of the period
| 2025 | 2025 | 2025 | 2024 | |
|---|---|---|---|---|
| Unrestricted | Restricted | Total | Total | |
| funds | funds | funds | funds | |
| £ | £ | £ | £ | |
| Cash funds | ||||
| Current account | 1,424 | 0 | 1,424 | 3,498 |
| Savings account | 5,570 | 0 | 5,570 | 5,194 |
| Total Cash funds | 6,994 | 0 | 6,994 | 8,692 |
Approved by the trustees on 17 November 2025 and signed on their behalf by:
Hilary Pattison Chair