Trustees’ Annual Report for the period
From 1[st] September 2024 To 31 August 2025
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 are 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 future proofing for three 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 future proof costs for at least three years as planning requires booking of players and resources often that far ahead. Reserves are also used to improve the quality of soloists, programme music hire, and enable planning ahead. Reserves now being considered for commissioning new music, and promote educational aspect to public events as well as promoting other local charities and festivals |
| Amount of reserves held | Para 1.22 | £54381 |
| 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)
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. Orchestra can’t meet due to external reasons (no accommodation/pandemic etc) Audience numbers fall. Orchestra Tax Relief is reduced or cancelled. |
| 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)
| Additional information (optional) | Additional information (optional) | 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 | Orchestra membership at AGM |
|||||
| Mandy Morrell | Secretary | ||||||
| Imogen Lloyd | Treasurer | ||||||
| Olwen Lumsden | |||||||
| Catherine Webster | |||||||
| Julie Alder | |||||||
| 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)
| Names and | addresses of advisers (Optional information) | addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser |
Name Address |
|
| N/A | ||
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
N/A
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 27/03/2026
Sheet1
2024-25 SUMMARY
| INCOME | |||||
|---|---|---|---|---|---|
| Friends Membership |
Donaton | Fundraising Sponsorship | |||
| Sept | £ | 150.00 £ 2,201.25 | £ 185.00 | £ - £ - | |
| Oct | £ | 262.50 £ 187.50 | £ 60.98 | £ - £ - | |
| Nov | £ | 556.25 £ 557.25 | £ 128.00 | £ 78.67 £ 8,000.00 | |
| Dec | £ | 50.00 £ 111.25 | £ 20.00 | £ - £ - | |
| Jan | £ | 12.50 £ 304.00 | £ 20.00 | £ - £ - | |
| Feb | £ | - £ 98.75 | £ 32.00 | £ - £ - | |
| Mar | £ | 110.00 £ 111.25 | £ 20.00 | £ - £ - | |
| Apr | £ | 62.50 £ 11.25 | £ 2,062.59 | £ - £ - | |
| May | £ | - £ 52.50 | £ 20.00 | £ - £ - | |
| Jun | £ | - £ 105.00 | £ 20.00 | £ - £ - | |
| Jul | £ | 87.50 £ 11.25 | £ 22.00 | £ - £ - | |
| Aug | £ | - £ 32.50 | £ 20.00 | £ 15.99 £ - | |
| TOTAL | £ | 1,291.25 £ 3,783.75 | £ 2,610.57 | £ 94.66 £ 8,000.00 |
| EXPENDITURE | |||||
|---|---|---|---|---|---|
| Bank Charges |
Loans Assets PRS Marketng |
||||
| Sept | £ | 5.00 | £ | 5,000.00 £ - £ - £ - | |
| Oct | £ | 5.00 | £ | - £ 11.00 £ - £ - | |
| Nov | £ | 5.00 | £ | 5,000.00 £ - £ - £ - | |
| Dec | £ | 5.00 | £ | - £ - £ - £ - | |
| Jan | £ | 5.00 | £ | 5,000.00 £ - £ - £ - | |
| Feb | £ | 5.00 | £ | 5,000.00 £ - £ - £ - | |
| Mar | £ | 5.00 | £ | - £ - £ - £ - | |
| Apr | £ | 5.00 | £ | - £ - £ - £ - | |
| May | £ | 5.00 | £ | 5,000.00 £ 442.00 £ - £ - | |
| Jun | £ | 5.00 | £ | - £ 55.99 £ - £ - | |
| Jul | £ | 5.00 | £ | - £ - £ - £ - | |
| Aug | £ | 5.00 | £ | - £ - £ - £ - | |
| TOTAL | £ | 60.00 | £ | 25,000.00 £ 508.99 £ - £ - |
Page 1
Sheet1
| Tickets Gif Aid Interest Season Tickets |
TOTAL | |
|---|---|---|
| £ | - £ 259.00 £ - £ 22.52 | 2818 |
| £ | - £ 700.00 £ - £ - | 1211 |
| £ | 4,212.68 £ 995.00 £ - £ - | 14528 |
| £ | 276.00 £ - £ - £ 25.02 | 482 |
| £ | - £ - £ - £ - | 337 |
| £ | 4,461.78 £ - £ - £ - | 4593 |
| £ | - £ - £ - £ 25.56 | 267 |
| £ | - £ - £ - £ - | 2136 |
| £ | 2,856.77 £ - £ - £ - | 2929 |
| £ | - £ 150.00 £ - £ 26.08 | 301 |
| £ | 3,251.11 £ 189.00 £ - £ - | 3561 |
| £ | - £ - £ - £ - | £ 68.49 |
| £ | 15,058.34 £ 2,293.00 £ - £ 99.18 | £ 33,230.75 |
| Making Music |
Sundry | TOTAL | |||
|---|---|---|---|---|---|
| £ | - | £ | - | £ 5,005.00 | |
| £ | - | £ | 66.00 | 82 | |
| £ | - | £ | - | 5005 | |
| £ | - | £ | - | £ 5.00 | |
| £ | - | £ | - | 5005 | |
| £ | - | £ | 17.85 | 5023 | |
| £ | - | £ | 36.99 | 42 | |
| £ | - | £ | - | 5 | |
| £ | - | £ | 26.00 | 5473 | |
| £ | - | £ | - | 61 | |
| £ | - | £ | 33.50 | 39 | |
| £ | - | £ | - | £ 5.00 | |
| £ | - | £ | 180.34 | £ 25,749.33 |
Page 2
Kos | CHARITY COMMISSION | Independent examiner's report on the (Se) FOR ENGLAND AND WALES accounts
Section A
Independent Examiner’s Report
Report to the trustees Scarborough Symphony Orchestra
On accounts for the year | 31/08/2025 Charity no ended (if any)
| report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/08/2025.
oesee and As the charity's trustees, you are responsible for the preparation of the eae Pere accounts in accordance with the requirements of the Charities Act 2011 (“the Act’).
| 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, | have followed all the applicable Directions given by the Charity Commission ~ under section 145(5)(b) of the Act.
-
Independent [The charity’s gross income exceeded £250,000 and | am qualified to
-
examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed body]]. Delete [ ] if not applicable.
| have completed my examination. | confirm that no material matters have come to my attention in connection with the examination fetherthanthat disclosed below}which gives me cause to believe that in, any material respect:
-
e the accounting records were not kept in accordance with section 130 of the Charities Act; or
-
e the accounts did not accord with the accounting records; or e 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.
| 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.
- Please delete the words in the brackets if they do not apply.
Relevant professional qualification(s) or body (if any):
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FTO.
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IER
1
Oct 2018
Whitby Road
Pickering YO18 7HQ
Section B
Disclosure
Only complete if the examiner needs to highlight material 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.
IER
2
Oct 2018