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2023-08-31-accounts

Trustees’ Annual Report for the period

From 1[st] September 2022 to 31[st] August 2023

Charity name: Scarborough Symphony Orchestra

Charity registration number: 1125060

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 The objects of the society is to advance,
improve, develop and maintain public
education in, and appreciation of, the art
and science of music in all its aspects by
any means the trustees see fit. Also to
further such charitable purpose or
purposes as the trustees in their absolute
discretions think fit but in particular
through the making of grants and
donations.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.
Para 1.17 and
1.19
Through the presentation of public
concerts and recitals
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 Trustees made aware of Charity
Commission guidance at the time of
becoming Trustees

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference
Para 1.38
Policy on grant making
Para 1.38
Policy on social investment
including program related
investment
Para 1.38
Contribution made by
volunteers

Other

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
Para 1.20 By presenting performing, educational
and artistic opportunities for local
musicians and audiences. The orchestra
has promoted a diverse range of musical
styles and ethnicity of composers, also
those previously unknown as well as
widely recognised classics of the
orchestral repertoire, to a wider audience.
The orchestra now draws a larger
audience and has enlarged the cultural
development of the Scarborough and
surrounding areas.

Additional information (optional) You may choose to include further statements where relevant about:


Achievements against
objectives set

Para 1.41

4 concerts performed annually, financial
resilience, diverse programming,
involving top quality soloists
Performance of fundraising
activities against objectives
set
Para 1.41 Income covers costs with futureproofing
for two years worth of events covered
financially.
Investment performance
against objectives
Para 1.41 Refurbish equipment, maintain surplus
and maintain reserves achieved
Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period
Para 1.21 The financial position is healthy with an
income for the year greater than
expenditure
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 Reserves are held to futureproof costs
for at least two years. Reserves are also
used to improve the quality of soloists,
programme music hire, and enable
planning ahead.
Amount of reserves held Para 1.22 £35000
Reasons for holding zero
reserves
Para 1.22 N/A
Details of fund materially in
deficit
Para 1.24 N/A
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23 N/A

Additional information (optional)

Additional information (optional) Additional information (optional) Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal
sources of funds (including
any fundraising)
Para 1.47 Member subscriptions, ticket sales,
friends donations, sponsorship
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46 N/A
A description of the principal
risks facing the charity
Para 1.46 Main risk is loss of sponsorship.
Membership numbers decline.
Audience numbers fall. Orchestra Tax
Relief is reduced.
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)
Para 1.25 Constitution
How is the charity
constituted?
(e.g unincorporated
association, CIO)
Para 1.25 CIO
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees
Para 1.25 The Officers and the other Committee
members are elected by and out of the
Society's members at the Annual General
Meeting; they hold office until the next
Annual General Meeting and then are
eligible for re-election. The committee are
the charity trustees.

Additional information (optional) You may choose to include further statements where relevant about:


Policies and procedures
adopted for the induction and
training of trustees

Para 1.51

Charity commission guidance for
trustees
The charity’s organisational
structure and any wider
network with which the
charity works
Para 1.51 The committee comprises Chair,
Secretary, Treasurer and not fewer than
two nor more than four other members.
The Leader of the orchestra is an "ex
officio" member of the committee. The
Musical Director /Conductor may attend
all Committee meetings except when his
position is being considered. All the
arrangements for the concerts and other
events and the control of finance shall be
in the hands of the Committee
Relationship with any related
parties
Para 1.51 SSO Productions Ltd for Orchestra Tax
Relief (OTR) purposes
Other

Reference and Administrative details

Charity name Other name the charity uses Registered charity number Charity’s principal address

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Trustee name Office (if any) Office (if any) Dates acted if not for whole
year
Dates acted if not for whole
year
Name of person (or body) entitled
to appoint trustee(if any)
Richard Sigsworth Chair From March 2023 Orchestra membership at
AGM
Judith Belton Secretary
Imogen Lloyd Treasurer From 11thOctober 2022
Olwen Lumsden
Catherine Webster
Julie Alder From 11thOctober 2022
Tony Turner
Corporate trustees–names of the directors at the date the report was approved
Director name
N/A
Name of trustees holding title to property belonging to the charity
Trustee name
Dates acted if not for whole year
N/A
Director name
N/A
Trustee name Dates acted if not for whole year
N/A

Funds held as custodian trustees on behalf of others

Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of
adviser
Name
Address
Name
Address
N/A
Name of chief executive or names of senior staff members (Optional information)

N/A

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Richard Sigsworth Position (eg Secretary, Chair Chair, etc) Date 22[nd] January 2024

A B C D E F G H I J K L M
1 22-23 September
2
3 Statement Chequ **Paying ** S.O. Name Income
4 Date No: Ref:
5 Friends Membership Donaton _Fundraising _ Sponsorship Tickets Season
Tickets
Gif Aid
6 01/09/2022 FP COUTTS COUTTS 10
7 01/09/2022 FP WHITEHEAD WHITEHEAD EC&C 10
8 01/09/2022 FP ORCHESTRA SUBS EMERSON&THORP 6.25
9 01/09/2022 FP Jeannete Pearson Jeannete Ann P e
25
10 01/09/2022 FP S RESTORICK SUBS RESTORICK&RESTOR 75
11 02/09/2022 FP MANDY MORRELL Morrell Amanda 75
12 02/09/2022 FP J Belton subs HAYES&BELTON 75
13 02/09/2022 FP SUBS WOODS-PEEL S Woods-Peel 75
14 02/09/2022 FP SBARRETT SYLVIA BARRETT 50
15 05/09/2022 FP Subs I and J Lloyd LLOYD J&I 150
16 05/09/2022 FP Tea moneyLLOYD J&I 35
17 05/09/2022 FP MARTIN HALL SUBS M Hall 75
18 06/09/2022 FP SARAH CRAGGS/SUBS CRAGGS SE 75
19 06/09/2022 FP JEREMY STRANGE Strange Susan 50 50
20 06/09/2022 FP JULIE ALDER SUBS ALDER J 75
21 06/09/2022 FP JONATHAN WOOD/SUBS WOOD J P 75
22 07/09/2022 FP Rob Ellis subs R Ellis 75
23 07/09/2022 FP C WEBSTER WEBSTER C S 75
24 07/09/2022 FP GRANT TM SUBS GRANT WM&TM 50
25 09/09/2022 FP MEMBERSHIP CQUICK 6.25
26 09/09/2022 FP THACKERY LEONARD THACKERY 100
27 12/09/2022 FP P WALSER SUBS Walser Peter 50
28 13/09/2022 FP SIGSWORTH SUBS SIGSWORTH R&RA PA 50
29 14/09/2022 FP NICKY WALLACE SUBS WALLACE N A 18.75
30 14/09/2022 FP SUBS PAUL MIDGLEY M Midgley 75
31 20/09/2022 FP LOUISE LEGARD SUBS LEGARD LE 75
32 20/09/2022 FP OLWEN LUMSDEN SUBS E Lumsden 75
33 21/09/2022 FP Marshall sub H Marshall 75
34 23/09/2022 FP friends PAUL DE VILLANUEVA 25
35 26/09/2022 INTEREST TO DATE
A B C D E F G H I J K L M
36 26/09/2022 FP L MCKAY SUBS L MCKAY 6.25
37 26/09/2022 FP WENDY S SUBS STANDISH A&J 75
38 27/09/2022 FP E HYDES SUBS Hydes Christopher 50
39 28/09/2022 FP S HYDES SUBS SARAH HYDES 18.75
40 28/09/2022 FP Catherine WrigleyCatherine Wrigley 75
41 28/09/2022 FP V MCMUNN SUBS V MCMUNN 4.17
42
43 Total £ 100.00 £ 1,810.42 £ 20.00 £ 35.00 £ - £ - £ - £ -
44
45
46 Expenditure
47
48 Payee Conce
rt
Venue

Rehea
rsal
Costs
Musical Director Music
Hire
Musicians
Fees
Bank
Charges
Loans PRS Marketng Making
Music
49 31/08/22 B/F
50 01/09/2022 Online transfer to SSO Productons Ltd SSO Loan 5000
51 15/09/2022 MonthlyAccount Fee 5
52
53
54
55
56 Total £ - £ - £ - £ - £ - £ 5.00 £ 5,000.00 £ - £ - £ -
N O P Q R S T U V
1
2
3 Total
4 Income
5 Interest
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35 8.53
N O P Q R S T U V
36
37
38
39
40
41
42
43 £ 8.53 £ 1,973.95
44
45
46 Total CAF
47 **Expenditure ** Balance
48 Sundry
49 £ 27,413.05
50
51
52
53
54
55
56 £ - £5,005.00 £ 24,382.00
W X Y Z AA AB AC AD AE AF AG AH AI AJ AK
1
2
3
4
5
6
7
8
9
10
11
12 £30.82 £30.82
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
A B C D E F G H I J K
1 October 22-23
2
3 Statement Cheque Paying in S.O. Name Income
4 Date No: Ref:
5 Friends Membership Donaton _Fundraising _ Sponsorship Tickets
6 03/10/2022 FP COUTTS COUTTS 10
7 03/10/2022 FP WHITEHEAD WHITEHEAD EC&C 10
8 03/10/2022 FP ORCHESTRA SUBS EMERSON&THORP 6.25
9 05/10/2022 FP Peter Moss annual MOSS PJ & A 75
10 05/10/2022 FP ANGELA SAUL A Saul
11 06/10/2022 FP TTURNER ANTHONY TURNER 75
12 06/10/2022 FP SHAW SHAW D A ESQ 24
13 07/10/2022 FP WATTS Wats Clive
14 10/10/2022 FP Collet tckets DEBORAH COLLETT 13
15 10/10/2022 FP Mason S Friends & MASON AB&SF 50
16 10/10/2022 FP Mason S Friends & MASON AB&SF
17 10/10/2022 FP MEMBERSHIP CQUICK 6.25
18 10/10/2022 ICS BACS 000338 125 32
19 12/10/2022 FP E FARROW subs E Farrow 75
20 14/10/2022 FP MOUNTFIELD2 J Mountield 50
21 17/10/2022 FP H MITCHELL SUBS MissHRMitchell 75
22 17/10/2022 FP FRIEND D+G FRANCIS FRANCIS DN 12.5
23 21/10/2022 FP I Thynne I Thynne
24 21/10/2022 ICS BACS 000339 50 75 24
25 26/10/2022 FP L MCKAY SUBS L MCKAY 6.25
26 28/10/2022 FP V MCMUNN SUBS V MCMUNN 4.17
27 Total £ 287.50 £ 397.92 £ 100.00 £ - £ - £ 13.00
28
29
30 Expenditure
31
32 Payee Concert
Venue
Rehearsal
Costs
Musical Director Music
Hire
Musicians
Fees
Bank
Charges
Loans PRS
33 30/09/22 B/F
34 10/10/2022 Online transfer to R V Emerson logo
A B C D E F G H I J K
35 10/10/2022 Online transfer to Louise Legard SSO Website
36 17/10/2022 MonthlyAccount Fee £ 5.00
37
38 Total £ - £ - £ - £ - £ - £ 5.00 £ - £ -
L M N O P
1
2
3 Total
4 Income
5 Season
Tickets
Gif Aid
6
7
8
9
10 34
11
12 76
13 76
14 76
15 38
16
17
18 349
19
20 90
21
22
23 76
24 310
25
26
27 £ 1,125.00 £ - £ - £ 1,923.42
28
29
30 Total CAF
31 **Expenditure ** Balance
32 Marketng Making
Music
Sundry
33 £ 24,382.00
34 41.68
L M N O P
35 216
36
37
38 £ 257.68 £ - £ - £262.68 £ 26,042.74

November 22-23

Statement Cheque Paying in S.O. Name
Date No: Ref:
Friends
01/11/2022 FP COUTTS COUTTS
01/11/2022 FP WHITEHEAD WHITEHEAD EC&C
01/11/2022 FP ORCHESTRA SUBS EMERSON&THORP
01/11/2022 FP CROWTHERSUBSEASONT R Crowther
02/11/2022 FP SARAH BANCROFT BANCROFT S ADGD
07/11/2022 FP Wilson WILSON D&M 50
09/11/2022 FP SSO - P NASH BSN 2 P Nash
09/11/2022 FP MEMBERSHIP C QUICK
10/11/2022 FP M AND C LESTER L Lester 50
11/11/2022 FP GIFT AID DONATION Honeyset Michael
16/11/2022 FP Mr & Mrs Henson LISA HENSON
18/11/2022 FP GORHAM GORHAM M + S
22/11/2022 FP DR N D SIGN SIGN ND & ED RM 50
22/11/2022 FP BAIRSTOW BAIRSTOW V M GCA/ 25
24/11/2022 BACS XT15965 HMRC CHARITIES
25/11/2022 FP Kirste Vincer Kirste Vincer
£ 50.00
28/11/2022 FP P WALSER Walser Peter
£ 25.00
28/11/2022 FP V MCMUNN SUBS V MCMUNN
28/11/2022 FP L MCKAY SUBS L MCKAY
28/11/2022 FP P WALSER Walser Peter
28/11/2022 FP Box Ofce Nov 22 HAYES&BELTON
28/11/2022 FP Bucket collecton HAYES&BELTON
29/11/2022 FP AMY SHAW SHAW A & J 25
29/11/2022 FP Gill Pullen L Naylor 25
29/11/2022 FP Lorraine Naylor L Naylor 25
30/11/2022 FP Jason Lo Cello LO M
30/11/2022 BACS SCARBOROUGH SYMPHO PAYPAL INC.
Total £ 325.00
Payee Concert
Venue
Rehearsal
Costs
Musical Director Music
Hire
31/10/22 B/F
15/11/2022 Monthly Account Fee

Total £ - £ - £ - £ -

Income

----- Start of picture text -----
Season
Membership Donation Fundraising Sponsorship Tickets Tickets Gift Aid
10
10
6.25
70
75
£ 24.00 £ 76.00
75
6.25
100
90
90
1671.31
£ 90.00
26 £ 38.00
4.17
6.25
140
1509
40
75
1025.71
£ 317.92 £ 184.00 £ - £ - £ 2,700.71 £ 384.00 £ 1,671.31
----- End of picture text -----

Expenditure

Musicians
Fees
Bank
Charges
Loans PRS Marketng Making
Music

5

£ - £ 5.00 £ - £ - £ - £ -

Total Income

£ - £ 5,582.94

Total CAF Expenditure Balance

Sundry

£ 26,042.74

£5.00 £ 31,620.68

December 22-23

Statement Cheque Paying in S.O. Name
Date No: Ref:
Friends
01/12/2022 FP COUTTS COUTTS
01/12/2022 FP WHITEHEAD WHITEHEAD EC&C
01/12/2022 FP ORCHESTRA SUBS EMERSON&THORP
01/12/2022 FP FRIEND GOH ANNE GOH A 50
02/12/2022 BACS WEGOTTICKETS INTERNET TICKETS L
07/12/2022 FP S HYDES SUBS SARAH HYDES
07/12/2022 ICS BACS 000340 209
07/12/2022 ICS BACS 000341
09/12/2022 FP MEMBERSHIP C QUICK
09/12/2022 BACS BROADLAND PROPERTI BROADLAND PROPS
14/12/2022 FP NICKY WALLACE SUBS WALLACE N A
14/12/2022 FP ST - J Newton P Nash
22/12/2022 FP Tea money LLOYD J&I
28/12/2022 INTEREST TO DATE
28/12/2022 FP V MCMUNN SUBS V MCMUNN
28/12/2022 FP L MCKAY SUBS L MCKAY
Total £ 259.00
Payee Concert
Venue
Rehea
rsal
Costs
Musical Director Music
Hire
30/11/22 B/F

05/12/2022 Online transfer to C S Webster SSO Friends expenses

15/12/2022 Monthly Account Fee

£ - £ - £ - £ -

Total

Income

Membership Membership Donaton Fundraising Sponsorship Tickets Tickets Season
Tickets
Gif Aid
10
10
6.25
614
18.75
353
6.25
LT 4000
18.75
38
86.82
4.17
6.25
£ 60.42 £ 20.00 £ 86.82 £ 4,000.00 £ 614.00 £ 391.00 £ -
Expenditure
Musicians
Fees
Bank
Charges
Loans PRS Marketng Making
Music
5
£ - £ 5.00 £ - £ - £ - £ -

Total Income

Interest

14.32

£ 14.32 £ 5,445.56

Total CAF Expenditure Balance

Sundry

£ 31,620.68

27.65

£ 27.65 £32.65 £ 37,033.59

A B C D E F G H I J K L
1 January 22-23
2
3 Statement Cheque Paying in S.O. Name Income
4 Date No: Ref:
5 Friends Membership Donaton _Fundraising _ Sponsorship Tickets Season
Tickets
6 03/01/2023 FP COUTTS COUTTS 10
7 03/01/2023 FP WHITEHEAD WHITEHEAD EC&C 10
8 03/01/2023 FP ORCHESTRA SUBS EMERSON&THORP 6.25
9 09/01/2023 FP MEMBERSHIP CQUICK 6.25
10
11 16/01/2023 FP FRIEND D+G FRANCIS FRANCIS DN 12.5
12
13 24/01/2023 FP ST - M NEWTON P Nash 38
14 26/01/2023 FP L MCKAY SUBS L MCKAY 6.25
15 30/01/2023 FP V MCMUNN SUBS V MCMUNN 4.17
16
17
18
19
20
21
22
23
24 Total £ 12.50 £ 22.92 £ 20.00 £ - £ - £ - £ 38.00
25
26
27 Expenditure
28
29 Payee Concert
Venue
Rehea
rsal
Costs
Musical Director Music
Hire
Musicians
Fees
Bank
Charges
Loans PRS Marketng
30 31/12/22 B/F
31 09/01/2023 Online transfer to SSO Productons Ltd SSO Loan 5000
32 16/01/2023 MonthlyAccount Fee 5
33
A B C D E F G H I J K L
34
35 Total £ - £ - £ - £ - £ - £ 5.00 £ 5,000.00 £ - £ -
M N O P
1
2
3 Total
4 Income
5 Gif Aid Interest
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24 £ - £ - £ 93.42
25
26
27 Total CAF
28 **Expenditure ** Balance
29 Making
Music
Sundry
30 £ 37,033.59
31
32
33
M N O P
34
35 £ - £ - £5,005.00 £ 32,122.01
A B C D E F G H I J K L
1 February 22-23
2
3 Statement Cheque Paying in S.O. Name Income
4 Date No: Ref:
5 Friends Membership Donaton _Fundraising _ Sponsorship Tickets Season
Tickets
6 01/02/2023 FP COUTTS COUTTS 10
7 01/02/2023 FP WHITEHEAD WHITEHEAD EC&C 10
8 01/02/2023 FP ORCHESTRA SUBS EMERSON&THORP 6.25
9 09/02/2023 FP MEMBERSHIP CQUICK 6.25
10 10/02/2023 FP E HADI HADI P M 45
11 14/02/2023 BACS 58850Q4 2022 EASY FUNDRAISING 15.13
12 14/02/2023 FP Box Ofce Feb 23 HAYES&BELTON 1480.6
13 15/02/2023 FP Tea moneyLLOYD J&I 35
14 15/02/2023 BACS SCARBOROUGH SYMPHO PAYPAL INC. 644.49
15 16/02/2023 FP P WALSER Walser Peter 186
16 17/02/2023 BACS WEGOTTICKETS INTERNET TICKETS L 545
17 27/02/2023 FP Inv 003 STONEY HE 2500
18 27/02/2023 FP L MCKAY SUBS L MCKAY 6.25
19 28/02/2023 FP V MCMUNN SUBS V MCMUNN 4.17
20
21
22
23
24 Total £ - £ 22.92 £ 20.00 £ 50.13 £ 2,500.00 £ 2,856.09 £ 45.00
25
26
27 Expenditure
28
29 Payee Concert
Venue
Rehea
rsal
Costs
Musical Director Music
Hire
Musicians
Fees
Bank
Charges
Loans PRS Marketng
30 31/01/23 B/F
31 15/02/2023 MonthlyAccount Fee 5
32 27/02/2023 Online transfer to C S Webster SSO Friends' expenses
33
A B C D E F G H I J K L
34
35 Total £ - £ - £ - £ - £ - £ 5.00 £ - £ - £ -
M N O P
1
2
3 Total
4 Income
5 Gif Aid Interest
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24 £ - £ - £ 5,494.14
25
26
27 Total CAF
28 **Expenditure ** Balance
29 Making
Music
Sundry
30 £ 32,122.01
31
32 18.55
33
M N O P
34
35 £ - £ 18.55 £23.55 £ 37,592.60
A B C D E F G H I J K L M N
1 March 22-23
2
3 Statement Cheque Paying in S.O. Name Income
4 Date No: Ref:
5 Friends Membership Donaton _Fundraising _ Sponsorship Tickets Season
Tickets
Gif Aid Interest
6 01/03/2023 FP COUTTS COUTTS 10
7 01/03/2023 FP WHITEHEAD WHITEHEAD EC&C 10
8 01/03/2023 FP ORCHESTRA SUBS EMERSON&THORP 6.25
9 09/03/2023 FP MEMBERSHIP CQUICK 6.25
10 14/03/2023 FP NICKY WALLACE SUBS WALLACE N A 18.75
11
12 21/03/2023 FP FRIEND-JANET EDNEY EDNEY P.A.&
30
13 21/03/2023 FP FRIEND-P A EDNEY EDNEY P.A.& J.E
30
14 26/03/2023 INTEREST TO DATE 17.25
15 27/03/2023 FP L MCKAY SUBS L MCKAY 6.25
16 28/03/2023 FP V MCMUNN SUBS V MCMUNN 4.17
17
18
19
20
21
22
23
24 Total £ 60.00 £ 41.67 £ 20.00 £ - £ - £ - £ - £ - £ 17.25
25
26
27 Expenditure
28
29 Payee Concert
Venue
Rehea
rsal
Costs
Musical Director Music
Hire
Musicians
Fees
Bank
Charges
Loans PRS Marketng Making
Music
Sundry
30 28/02/23 B/F
31
32 15/03/2023 MonthlyAccount Fee 5
33
34
35 Total £ - £ - £ - £ - £ - £ 5.00 £ - £ - £ - £ - £ -
O P
1
2
3 Total
4 Income
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24 £ 138.92
25
26
27 Total CAF
28 **Expenditure ** Balance
29
30 £ 37,592.60
31
32
33
34
35 £5.00 £ 37,726.52
A B C D E F G H I J K L
1 April 22-23
2
3 Statement Cheque Paying in S.O. Name Income
4 Date No: Ref:
5 Friends Membership Donaton _Fundraising _ Sponsorship Tickets Season
Tickets
6 03/04/2023 FP COUTTS COUTTS 10
7 03/04/2023 FP WHITEHEAD WHITEHEAD EC&C 10
8 03/04/2023 FP ORCHESTRA SUBS EMERSON&THORP 6.25
9 06/04/2023 FP Tea moneyLLOYD J&I 41
10 11/04/2023 FP MEMBERSHIP CQUICK 6.25
11 11/04/2023 FP FRIEND WHITTINGTON WHITTINGT O
50
12 17/04/2023 FP FRIEND D+G FRANCIS FRANCIS DN 12.5
13 26/04/2023 FP L MCKAY SUBS L MCKAY 6.25
14 26/04/2023 FP MANDY MORRELL Morrell Amanda 75
15 28/04/2023 FP V MCMUNN SUBS V MCMUNN 4.17
16
17
18
19
20
21
22
23
24 Total £ 62.50 £ 22.92 £ 95.00 £ 41.00 £ - £ - £ -
25
26
27 Expenditure
28
29 Payee Concert
Venue
Rehea
rsal
Costs
Musical Director Music
Hire
Musicians
Fees
Bank
Charges
Loans PRS Marketng
30 31/3/23 B/F
31
32 12/04/2023 Online transfer to SSO Productons Ltd SSO Loan 5000
33 17/04/2023 MonthlyAccount Fee 5
A B C D E F G H I J K L
34
35 Total £ - £ - £ - £ - £ - £ 5.00 £ 5,000.00 £ - £ -
M N O P
1
2
3 Total
4 Income
5 Gif Aid Interest
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24 £ - £ - £ 221.42
25
26
27 Total CAF
28 **Expenditure ** Balance
29 Making
Music
Sundry
30 £ 37,726.52
31
32
33
M N O P
34
35 £ - £ - £5,005.00 £ 32,942.94
A B C D E F G H I J K L M
1 MAY 22-23
2
3 Statement Cheque Paying in S.O. Name Income
4 Date No: Ref:
5 Friends Membership Donaton _Fundraising _ Sponsorship Tickets Season
Tickets
Gif Aid
6 02/05/2023 FP COUTTS COUTTS 10
7 02/05/2023 FP WHITEHEAD WHITEHEAD EC&C 10
8 02/05/2023 FP ORCHESTRA SUBS EMERSON&THORP 6.25
9 03/05/2023 FP TONY APPLEYARD SUB AntonyAppleyard 50
10 05/05/2023 BACS SCARBOROUGH SYMPHO PAYPAL INC £ 25.00 £ 55.56
11 09/05/2023 FP INV005 BIG IDEAS BY THE S 1000
12 09/05/2023 FP ANGELA COURTNEY COURTNEY A 25
13 09/05/2023 FP MEMBERSHIP CQUICK 6.25
14 09/05/2023 FP THACKERY LEONARD THACKERY
100
15 10/05/2023 FP Box Ofce May23 HAYES&BELTON 46.03 £ 761.00
16 11/05/2023 BACS SCARBOROUGH SYMPHO PAYPAL INC. 865.52
17 12/05/2023 BACS WEGOTTICKETS INTERNET TICKETS L 384
18 19/05/2023 ICS BACS 000344 £ 50.00 £ 195.00
19 26/05/2023 FP L MCKAY SUBS L MCKAY 6.25
20 30/05/2023 FP V MCMUNN SUBS V MCMUNN 4.17
21
22
23
24 Total £ 100.00 £ 72.92 £ 166.03 £ - £ 1,000.00 £ 2,261.08 £ - £ -
25
26
27 Expenditure
28
29 Payee Concert
Venue
Rehea
rsal
Costs
Musical Director Music
Hire
Musicians
Fees
Bank
Charges
Loans PRS Marketng Making
Music
30 30/04/23 B/F
31
32 15/05/2023 MonthlyAccount Fee 5
33 16/05/2023 Online transfer to C S Webster Friends' expenses
34
35 Total £ - £ - £ - £ - £ - £ 5.00 £ - £ - £ - £ -
N O P
1
2
3 Total
4 Income
5 Interest
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24 £ - £ 3,600.03
25
26
27 Total CAF
28 **Expenditure ** Balance
29 Sundry
30 £ 32,942.94
31
32
33 25.3
34
35 £ 25.30 £30.30 £ 36,512.67
A B C D E F G H I J K L M
1 JUNE 22-23
2
3 Statement Cheque Paying in S.O. Name Income
4 Date No: Ref:
5 Friends Membership Donaton _Fundraising _ Sponsorship Tickets Season
Tickets
Gif Aid
6 01/06/2023 FP COUTTS COUTTS 10
7 01/06/2023 FP WHITEHEAD WHITEHEAD EC&C 10
8 01/06/2023 FP ORCHESTRA SUBS EMERSON&THORP £ 6.25
9 09/06/2023 FP MEMBERSHIP CQUICK £ 6.25
10 14/06/2023 FP NICKY WALLACE SUBS WALLACE N A 18.75
11 26/06/2023 INTEREST TO DATE
12 26/06/2023 FP L MCKAY SUBS L MCKAY £ 6.25
13 26/06/2023 FP TONY CROSS SUBS CROSS+STEWART 75
14 28/06/2023 FP V MCMUNN SUBS V MCMUNN £ 4.17
15
16
17
18
19
20
21
22
23
24 Total £ - £ 116.67 £ 20.00 £ - £ - £ - £ - £ -
25
26
27 Expenditure
28
29 Payee Concert
Venue
Rehearsal Costs Musical Director Music
Hire
Musicians
Fees
Bank
Charges
Loans PRS Marketng Making
Music
30 31/05/23 B/F
31
32 15/06/2023 MonthlyAccount Fee 5
33
34
35 Total £ - £ - £ - £ - £ - £ 5.00 £ - £ - £ - £ -
N O P
1
2
3 Total
4 Income
5 Interest
6
7
8
9
10
11 17.98
12
13
14
15
16
17
18
19
20
21
22
23
24 £ 17.98 £ 154.65
25
26
27 Total CAF
28 **Expenditure ** Balance
29 Sundry
30 £ 36,512.67
31
32
33
34
35 £ - £5.00 £ 36,662.32
A B C D E F G H I J K L M N
1 July 22-23
2
3 Statement Cheque Paying in S.O. Name Income
4 Date No: Ref:
5 Friends Membership Donaton _Fundraising _ Sponsorship Tickets Season
Tickets
Gif Aid Interest
6 03/07/2023 FP COUTTS COUTTS 10
7 03/07/2023 FP WHITEHEAD WHITEHEAD EC&C 10
8 03/07/2023 FP ORCHESTRA SUBS EMERSON&THORP 6.25
9 10/07/2023 FP MEMBERSHIP CQUICK 6.25
10 17/07/2023 FP FRIEND D+G FRANCIS FRANCIS DN 12.5
11 18/07/2023 FP Box Ofce July23 HAYES&BELTON 1024.34
12 18/07/2023 FP TICKETS/BURGESS MS J BURGESS 60
13 19/07/2023 BACS SCARBOROUGH SYMPHO PAYPAL INC. 731.96
14 20/07/2023 FP P WALSER Walser Peter 134
15 21/07/2023 BACS WEGOTTICKETS INTERNET TICKETS L 432
16 26/07/2023 FP L MCKAY SUBS L MCKAY 6.25
17 27/07/2023 FP Malcolm HareFriend M Hare 25
18 28/07/2023 FP V MCMUNN SUBS V MCMUNN 4.17
19 31/07/2023 FP STENHOUSE STENHOUSE RB+E 50
20
21
22
23
24 Total £ 87.50 £ 22.92 £ 20.00 £ - £ - £ 2,382.30 £ - £ - £ -
25
26
27 Expenditure
28
29 Payee Concert
Venue
Rehea
rsal
Costs
Musical Director Music
Hire
Musicians
Fees
Bank
Charges
Loans PRS Marketng Making
Music
Sundry
30 31/10/22 B/F
31
32 10/07/2023 Online transfer to SSO Productons Ltd SSO loan 5000
33 17/07/2023 MonthlyAccount Fee 5
34
35 Total £ - £ - £ - £ - £ - £ 5.00 £ 5,000.00 £ - £ - £ - £ -
O P
1
2
3 Total
4 Income
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24 £ 2,512.72
25
26
27 Total CAF
28 **Expenditure ** Balance
29
30 £ 36,662.32
31
32
33
34
35 £5,005.00 £ 34,170.04
A B C D E F G H I J K
1 August 22-23
2
3 Statement Cheque Paying in S.O. Name Income
4 Date No: Ref:
5 Friends Membership Donaton _Fundraising _ Sponsorship Tickets
6 01/08/2023 01/08/2023 FP COUTTS COUTTS 10
7 01/08/2023 01/08/2023 FP WHITEHEAD WHITEHEAD EC&C 10
8 01/08/2023 01/08/2023 FP ORCHESTRA SUBS EMERSON&THORP 6.25
9 02/08/2023 02/08/2023 FP Tyson Subs&Friends TYSON C & HM 50
10 02/08/2023 02/08/2023 FP Tea moneyLLOYD J&I 105
11 07/08/2023 07/08/2023 FP FRIENDS/BAIRSTOW BAIRSTOW V M GCA
25
12 09/08/2023 09/08/2023 FP MEMBERSHIP CQUICK 6.25
13 09/08/2023 09/08/2023 FP TICKETS COURTNEY COURTNEY A 49
14 09/08/2023 09/08/2023 FP FRIENDS COURTNEY COURTNEY A 25
15 22/08/2023 22/08/2023 BACS 58850QUARTER 2 20 EASY FUNDRAISING 20.26
16 23/08/2023 23/08/2023 FP SBARRETT SYLVIA BARRETT 60
17 29/08/2023 29/08/2023 FP V MCMUNN SUBS V MCMUNN 4.17
18 29/08/2023 29/08/2023 FP L MCKAY SUBS L MCKAY 6.25
19 31/08/2023 31/08/2023 ICS BACS 000345 225 £ 60.00
20
21
22
23
24 Total £ 335.00 £ 72.92 £ 80.00 £ 125.26 £ - £ 49.00
25
26
27 Expenditure
28
29 Payee Concert
Venue
Rehea
rsal
Costs
Musical Director Music
Hire
Musicians
Fees
Bank
Charges
Loans PRS
30 31/10/22 B/F
31
32 14/08/2023 Online transfer to C S Webster SSO
33 15/08/2023 MonthlyAccount Fee 5
A B C D E F G H I J K
34
35 Total £ - £ - £ - £ - £ - £ 5.00 £ - £ -
L M N O P
1
2
3 Total
4 Income
5 Season
Tickets
Gif Aid Interest
6
7
8
9 £ 84.00
10
11
12
13
14
15
16
17
18
19 £ 539.00
20
21
22
23
24 £ 623.00 £ - £ - £ 1,285.18
25
26
27 Total CAF
28 **Expenditure ** Balance
29 Marketng Making
Music
Sundry
30 £ 34,170.04
31
32 24.45
33
L M N O P
34
35 £ - £ - £ 24.45 £29.45 £ 35,425.77
A B C D E F G H I J K L M N
1
2 Year Summary to date
3
4 Income Monthly
5 Income
6 Friends Membership Donaton Fundraising Sponsorship Tickets Season
Tickets
Gif Aid Interest
7 September 100.00 1,810.42 20.00 35.00 - - - - 8.53 1,973.95
8 October 287.50 397.92 100.00 - - 13.00 1,125.00 - - 1,923.42
9 November 325.00 317.92 184.00 - - 2,700.71 384.00 1,671.31 - 5,582.94
10 December 259.00 60.42 20.00 86.82 4,000.00 614.00 391.00 - 14.32 5,445.56
11 January 12.50 22.92 20.00 - - - 38.00 - - 93.42
12 February - 22.92 20.00 50.13 2,500.00 2,856.09 45.00 - - 5,494.14
13 March 60.00 41.67 20.00 - - - - - 17.25 138.92
14 April 62.50 22.92 95.00 41.00 - - - - - 221.42
15 May 100.00 72.92 166.03 - 1,000.00 2,261.08 - - - 3,600.03
16 June - 116.67 20.00 - - - - - 17.98 154.65
17 July 87.50 22.92 20.00 - - 2,382.30 - - - 2,512.72
18 August 335.00 72.92 80.00 125.26 - 49.00 623.00 - - 1,285.18 1,285.18
19
20 Total 1,629.00 2,982.54 765.03 338.21 7,500.00 10,876.18 2,606.00 1,671.31 58.08 28,426.35
21
22
23 Expenditure Monthly
24 Expenditure
25 Concert
Venue
Rehearsa
l Costs
Musical
Director
Music Hire Musicians
Fees
Bank
Charges
Loans PRS Marketng Making
Music
Sundry
26 B/F
27 September - - - - - 5.00 5,000.00 - - - - - 5,005.00
28 October - - - - - 5.00 - - - 257.68 - - 262.68
29 November - - - - - 5.00 - - - - - - 5.00
30 December - - - - - 5.00 - - - - - 27.65 32.65
31 January - - - - - 5.00 5,000.00 - - - - - 5,005.00
32 February - - - - - 5.00 - - - - - 18.55 23.55
33 March - - - - - 5.00 - - - - - - 5.00
34 April - - - - - 5.00 5,000.00 - - - - - 5,005.00
35 May - - 5.00 - - - - - 25.30 30.30
36 June - - - - - 5.00 - - - - - - 5.00
37 July - - - - - 5.00 5,000.00 - - - - - 5,005.00
38 August - - 5.00 - - - - - 24.45 29.45
39
40 Total - - - - - 60.00 20,000.00 - 257.68 - 95.95 20,413.63
41
42
O P Q R S T
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23 CAF
24 Balance
25
26 £ 27,413.05
27 24,382.00
28 26,042.74
29 31,620.68
30 37,033.59
31 32,122.01
32 37,592.60
33 37,726.52
34 32,942.94
35 36,512.67
36 36,662.32
37 34,170.04
38 35,425.77
39
40
41
42

Year Summary to date 2022-23

Friends
Membership
Donaton Fundraising
September 100.00 1,810.42 20.00 35.00
October 287.50 397.92 100.00 -
November 325.00 317.92 184.00 -
December 259.00 60.42 20.00 86.82
CONCERT 1 971.50 2,586.68 324.00 121.82
January 12.50 22.92 20.00 -
February - 22.92 20.00 50.13
CONCERT 2 12.50 45.84 40.00 50.13
March 60.00 41.67 20.00 -
April 62.50 22.92 95.00 41.00
May 100.00 72.92 166.03 -
CONCERT 3 222.50 137.51 281.03 41.00
June - 116.67 20.00 -
July 87.50 22.92 20.00 -
August 335.00 72.92 80.00 125.26
CONCERT 4 422.50 212.51 120.00 125.26
Concert
Venue
Rehearsa
l Costs
Music Hire
Musical
Director

Musicians
Fees
Bank
Charges
B/F
September - - - - - 5.00
October
- - - - - 5.00
November - - - - - 5.00
December - - - - - 5.00
January
- - - - - 5.00
February
- - - - - 5.00
March
- - - - - 5.00
April
- - - - - 5.00
May - - 5.00
June
- - - - - 5.00
July
- - - - - 5.00
August - - 5.00
Total
- - - - - 60.00

Income

Monthly Income

Income Monthly
Income
Sponsorship Tickets
Gif Aid
Season
Tickets
- - - - 8.53 1,973.95
- 13.00 1,125.00 - - 1,923.42
- 2,700.71 384.00 1,671.31 - 5,582.94
4,000.00 614.00 391.00 - 14.32 5,445.56
4,000.00 3,327.71 1,900.00 1,671.31 22.85 - 14,925.87
- - 38.00 - - 93.42
2,500.00 2,856.09 45.00 - - 5,494.14
2,500.00 2,856.09 83.00 - - - 5,587.56
- - - - 17.25 138.92
- - - - - 221.42
1,000.00 2,261.08 - - - 3,600.03
1,000.00 2,261.08 - - 17.25 - 3,960.37
- - - - 17.98 154.65
- 2,382.30 - - - 2,512.72
- 49.00 623.00 - - 1,285.181,285.18
- 2,431.30 623.00 - 17.98 1,285.18 3,952.55
Expenditure Monthly
Expenditure
Loans PRS Marketng Making
Music
Sundry
5,000.00 - - - - -5,005.00
- - - 257.68 - -262.68
- - - - - -5.00
- - - - - 27.6532.65
5,000.00 - - - - -5,005.00
- - - - - 18.5523.55
- - - - - -5.00
5,000.00 - - - - -5,005.00
- - - - - 25.3030.30
- - - - - -5.00
5,000.00 - - - - -5,005.00
- - - - - 24.4529.45
20,000.00 - 257.68 - 95.9520,413.63

CAF Balance

£ 27,413.05 24,382.00 26,042.74 31,620.68 37,033.59 32,122.01 37,592.60 37,726.52 32,942.94 36,512.67 36,662.32 34,170.04 35,425.77

£ -

September 23-24

Statement Cheque Paying in S.O. Name Date No: Ref: Friends Membership Donation

Total £ - £ - £ -
Expenditure
Payee Concert
Venue
Rehearsal
Costs
Musical
Director
Music Hire Musicians
Fees
Bank
Charges
31/08/23 B/F
Total £ - £ - £ - £ - £ - £ -
Income Total
Income
FundraisingSponsorship Tickets
Season
Tickets
Gif Aid Interest
£ - £ - £ - £ - £ - £ - £ -
e Total
Expenditure
Loans PRS
Marketng
Making
Music
Sundry
£ -
£ - £ - £ - £ - £0.00

CAF Balance

£ 35,425.77

£ 35,425.77

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of Scarborough Symphony Orchestra

On accounts for the year Charity no 08/2023 1125060 ended (if any)

Set out on pages

(remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity ( “the Trust”) for the year ended DD / MM / YYYY 31/08/2023.

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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention ( ~~other than that disclosed below~~ *) in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed:

Date: 9/1/2024 ~~|~~

Name: Martin Hall ~~Cs~~ Relevant professional qualification(s) or body (if any): Address: Redwoods, Whitby Road

Pickering, YO18 7HQ

October 2018

1

IER

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

October 2018

2

IER