## **Trustees' Annual Report for the period** Period start date **From** 1 August 2021 **To** Period end date 31 July 2022 ## Section A Reference and administration details **Charity name** **THE CROSBY ORCHESTRAL SOCIETY** **Other names charity is known by Crosby Symphony Orchestra** **Registered charity number (if any)** 1142362 **Charity's principal address** 18, Chestnut Avenue CROSBY Liverpool L23 2SZ ## **Names of the charity trustees who manage the charity** **Dates acted if Name of person (or body) entitled Office (if any) not for whole to appoint trustee (if any) year** Chair The AGM of the Society **Trustee name** - 1 Rev. Gregor John CUFF Christopher Robert Treasurer - 2 CRESSWELL - 3 Helen GHORBAL 4 Neill CARROLL 5 Jane BELFIELD - 6 Kathleen Esther KENRICK 7 Paul THOMAS - 8 Joanna Helen MUNRO - 9 Jayne SALTERS - 10 Gareth HARRISON 11 Hilary WILLIAMS ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** ## **Names and addresses of advisers (Optional information)** **Type of adviser Name** **Address** **Name of chief executive or names of senior staff members (Optional information)** December **2022** **TAR** 1 None ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document Constitution - (eg. trust deed, constitution) How the charity is constituted Association - (eg. trust, association, company) Trustee selection methods - (eg. appointed by, elected by) Elected by Members of the Orchestra at the Annual General Meeting held in October. ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. The Orchestra is a member of Making Music, from which it receives advice and guidance as required. The orchestra promotes an Annual Concert, usually in the Philharmonic Hall, Liverpool (home of the Royal Liverpool Philharmonic Orchestra). The concert is in aid of various local charities and other not-for-profit organisations (such as school PTAs). This necessitates a financial outlay, expected to be covered by income from ticket sales. Such an activity constitutes a major risk and so the orchestra maintains a fund to cover any possible losses, which is in place before any commitments are entered into. All trustees volunteer their time and receive no remuneration or other benefits. ## **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** 1 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, including through the presentation of public concerts and recitals; 2 to further such charitable purpose or purposes as the trustees in their absolute discretion shall think fit but in particular through the making of grants and donations. December **2022** **TAR** 2 The trustees have had regard to the guidance issued by the Charity Commission on public benefit. **Summary of the main** While an entrance fee is charged for the concerts in Crosby, we aim **activities undertaken** to make the concerts as accessible as possible by charging a reduced **for the public benefit** fee for lower income groups such as students. The cushions which **in relation to these** we own, continue to improve the audiences' comfort, and hence the **objects (include** attractiveness of our concerts. **within this section the statutory** A special arrangement is made for the Annual Concert in the **declaration that** Philharmonic Hall, Liverpool (as mentioned in Section B) to encourage **trustees have had** members of the public attend, when they might not otherwise attend **regard to the** a concert of classical music. **guidance issued by the Charity** The special arrangement is that a scheme has been devised whereby **Commission on public** 'participating' charities and other not-for-profit organisations (such as **benefit)** school PTAs) share an agreed portion of the ticket price for the tickets that they sell. This encourages them to sell tickets to their own networks of supporters and adherents and hence attract the wider audience we seek to reach. ## **Additional details of objectives and activities (Optional information)** You **may choose** to include All the organisational arrangements are handled by the management further statements, where committee, who volunteer their services. relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance **Summary of the main achievements of the charity during the year** There were five concerts given during the year, each with a different programme of music. September – a Family concert of short works as an introduction for children to live orchestral music. November – included Tchaikovsky Capriccio Italien, Wagner Siegfried Idyll and Elgar 'In the South' February – included Sibelius 'En Saga' and Sympnony No.7 April – included Elgar Cello concerto and Walton Symphony No.1 July – included Gershwin Cuban Overture and Piano concerto ## **Section E Financial review** **Brief statement of the charity’s policy on reserves** Any surplus funds which are not likely to be needed to pay for activities are placed on deposit to earn interest. **Details of any funds materially in deficit** None December **2022** **TAR** 3 ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; The Charity's Income normally arise from three sources:- 1. Members Subscriptions. The Charity aims for these to cover the costs associated with the music rehearsals such as Room Hire. 2. Ticket Income from the concerts which are promoted. 3. Gift Aid  investment policy and The Orchestra's Expenditure covers the music rehearsals, hire of objectives including any ethical music, hire of performance venues and publicity costs. There are investment policy adopted. also payments to professional Conductors and occasional payments to Soloists, with the aim of increasing the attractiveness of the concerts to the public. ## **Section F Other optional information** ## **Section G Declaration** ## **The trustees declare that they have approved the trustees’ report above.** ## **Signed on behalf of the charity’s trustees** **Signature(s)** **Full name(s)** Rev. Gregor John CUFF Christopher Robert CRESSWELL **Position (eg Secretary, Chair, etc)**[Chair] Treasurer **Date** 16/12/22 December **2022** **TAR** 4 Crosby Orche¥￿1 So¢l¢ty A￿￿Trts for 202112022 Se•son, endlng 3110712022 ¢om• INote 31 E5.345. £0. £0. Hall ¥ £o.c¥) Lknrary E79.28 Non.(KJ £￿0. £o.oD £297.59 £0.00 £￿0. £0.00 £70.47 £D.OD EO.00 £0.00 £0.00 Venue Sic hire A4ld. Play¥s £170 Prin £39.76 £0.00 £4(￿.00 rtc*et ¥al85 £1￿1.￿ £o.th) £4(K).00 ElSO.(LI £993.95 £0. £70.80 £39.16 £o.fy) £4￿). £0.00 £O.LKS £0. £0. £0.00 Venue Loss (Nrte 81 P4kl. PlaJE15 753 £0.00 £0.00 £0.00 April Concèrt Tthtso19s £1.3SQ31 £4￿.00 £2CQ.¢XI £59105 EO.OQ EO.IYJ EO.rM) £66.49 E39.16 EO.OJ £0. £O.OD £o.o £400.00 PhllhanM*nlc Conc•rt rthtsale>ChanbÈs r￿k81 5ale&Members mckel sawPh￿ha[rnOT Pwgrarr¥no Sale5 £L325.C•) £2.$72 NJ £3,862 CQ £151.70 £900. £9.796.12 £821.25 £o.rx) £400.00 £0.00 £0.00 £0.00 V￿ue MUSK hire Add. 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