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2021-07-31-accounts

Company registration number: 08186921 Charity registration number: 1149534

Cambridge University Musical Society

(A company limited by guarantee) Annual Report and Financial Statements for the Year Ended 31 July 2021

Burdett King Accountancy Limited

Cambridge University Musical Society

Contents

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Reference and Administrative Details 1
Trustees' Report 2 to 4
Trustees' responsibilities in relation to the financial statements 5
Independent examiner's report 6
Statement of financial activities 7
Balance Sheet 8
Notes to the financial statements 9 to 16
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The following pages do not form part of the statutory financial statements:

Statement of financial activities per fund

17 to 21

Cambridge University Musical Society Reference and Administrative Details

Charity name Cambridge University Musical Society
Charity registration number 1149534
Company registration number 08186921
Registered office West Road Concert Hall
11 West Road
Cambridge
CB3 9DP
Trustees Mrs H J Hancock, Chair of the Trustees (Appointed 22 May 2021)
Dame F Reynolds (Resigned 22 May 2021)
Mr D A Butcher (Resigned 22 February 2022)
Mr S N Fairclough (Resigned 2 September 2021)
Mr J W Furber
Mr S M H Johns
Dr M J C Whitehead
Dr N J Yandell
Secretary Mrs J N E Reavell
Accountant Burdett King Accountancy Limited

Page 1

Cambridge University Musical Society

Trustees' Report

The trustees, who are also directors for the purposes of company law, present their report and the financial statements of the charity for the year ended 31 July 2021.

Reference and administrative details

Reference and administrative details are shown in the schedule of members of the board and professional advisers on page 1 of the financial statements.

The Trustees

The trustees who served the charity during the period were as follows:

Mr D Butcher

Mr S N Fairclough

Mr J Furber

Mrs H Hancock (Chair - from 22 May 2021)

Mr S Johns

Dame F Reynolds (Chair - to 22 May 2021)

Dr M J C Whitehead

Dr N Yandell

Company Secretary

Mrs Jenny Reavell

Structure, governance and management

The charitable company is incorporated as a company limited by guarantee having no share capital and, in accordance with the Memorandum and Articles of Association, every member is liable to contribute a sum of £1 in the event of the company being wound up.

The trustees are members of the board. The board keeps the skill requirements for the trustee body under review. The trustees normally meet 3 times during the year to agree and review broad strategy, to monitor past activities and to agree areas of activity for the organisation, including risk management policies and performance. In addition, the trustees are in frequent electronic contact and regularly meet to support those who are responsible for the administration of the charity. The trustees receive no remuneration for their time. Tickets are provided to enable them to attend certain concerts. The Cambridge University Musical Society (CUMS) Student President also attends board meetings as the representative of the student members of CUMS. This ensures that trustees can be kept aware of the day-to-day running of the society and its ensembles. Similarly, this also helps to ensure that the students feel that their views are being adequately represented at the highest decision-making level.

Risk management

The Charity trustees have considered the major risks to which the charity is exposed and have reviewed those risks and established systems and procedures to manage those risks.

Objectives and activities

The company is a registered charity established for the public benefit (1) to promote and advance musical education and musical performance within the University and city of Cambridge and elsewhere (2) to promote and advance musical education and musical performance in any matter which now is or may in the future be deemed to be charitable.

Page 2

Cambridge University Musical Society

Trustees' Report

This year saw the continuation of the Covid-19 pandemic and national lockdown, and all the challenges they presented. In Michaelmas Term there were strict guidelines in the University for extra-curricular performance which meant that it was not possible for some ensembles to perform. Auditions were held and concerts were planned, but we were forced to cancel them as cases rose and guidelines changed. The Faculty of Music ran online performance masterclasses and wellbeing classes and CUMS members were invited to attend. We had meetings with the student committees to monitor the situation and discuss possible on-line activities, but as the students were spending so much time on-line for their studies they preferred to wait until performing together in person was possible. The majority of students did not return to Cambridge in Lent term so there were no activities. At the end of the academic year, we held one informal concert with the New Music Group, a CUMS associate ensemble.

The Symphony Chorus held a mix of socially distanced, in person rehearsals and on-line rehearsals which were a mix of rehearsing and features on choral music by their artistic director Richard Wilberforce and guest artists. An informal performance took place in West Road Concert Hall in Michaelmas and at the end of the year the Chorus performed outside conducted by Tim Brown. These performances and rehearsals were hugely appreciated by the members as it benefited their wellbeing and developed their technique.

The CUMS team was reduced to the Executive Director and Performance Assistant and the Performance Assistant was furloughed for the majority of the year.

On 26 May 2021, a Memorandum of Understanding between CUMS, the CUMS Fund, and the Chancellor, Masters and Scholars of the University of Cambridge was signed. The document was built on the joint letter of intent, in support of a proposal to the University’s General Board, 17 November 2020, for the formation of the Centre for Music Performance (CMP). The Trustees were also involved in the drawing up of the job description for the new Director who now leads the CMP, and the make-up of the Music Performance Committee that oversees the new University department. It was agreed that a CUMS Trustee and a CUMS Fund Trustee should serve on the Music Performance Committee for the duration of the transition period.

Financial review

The Society invests in creating excellent concerts. Even after receipts from ticket sales, these concerts often require subsidy, which is funded by our fund-raising activities. Donations of any size make a huge difference to the experience of the student performers, and the Trustees wish to express their gratitude to all who gave during the year despite the lack of performances as this has allowed the society to continue operating and put plans in place for the current year. The net income before ttransfers was £1,367.

Plans for future years

The Society is now collaborating closely with the CMP with a view to merging into it, subject to agreed milestones being met and once it is fully operational.

Our primary objectives continue to be to maintain or to increase the current level of musical activity, and to build up the governance, management and fundraising for our ensemble and activities. We are constantly looking for opportunities to control costs and improve our marketing and concert revenues. This will be in collaboration with the Centre for Musical Performance

Covid-19 is continuing to affect activities and the rebuilding of the ensembles. We are making creative plans for the coming year, but this has both artistic and financial implications which need to be managed as the situation develops.

Reserves policy

The trustees aim to maintain free reserves in unrestricted funds at a level that provides sufficient funds to cover management and administration and support costs and that will allow the charity to respond to any emergency funding requirements which may arise from time to time.

Page 3

Cambridge University Musical Society

Trustees' Report

Small company provisions

This report has been prepared in accordance with the small companies regime under the Companies Act 2006.

Approved by the Board on 22 February 2022 and signed on its behalf by:

.........................................

Mrs H J Hancock Trustee

Page 4

Cambridge University Musical Society

Trustees' Responsibilities in relation to the Financial Statements

The trustees (who are also directors of Cambridge University Musical Society for the purposes of company law) are responsible for preparing the Trustees' Annual Report and the financial statements in accordance with applicable law and the United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including income and expenditure, of the charitable company for that period. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Page 5

Independent Examiner's Report to the Trustees of

Cambridge University Musical Society

I report on the accounts of the company for the year ended 31 July 2021, which are set out on pages 7 to 16.

Respective responsibilities of trustees and examiner

The trustees (who are also the directors of the company for the purposes of company law) are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:

Basis of independent examiner's report

My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

have not been met; or

......................................... Lisa King Burdett King Accountancy Limited

22 February 2022

Page 6

Cambridge University Musical Society

Statement of Financial Activities (including Income and Expenditure Account and Statement of Total Recognised Gains and Losses) for the Year Ended 31 July 2021

Note
Incoming resources
Incoming resources from generated funds
Voluntary income
2
Activities for generating funds
4
Investment income
5
Incoming resources from charitable activities
6
Total incoming resources
Resources expended
Charitable activities
7
Governance costs
7
Total resources expended
Net income/(expenditure) before transfers
Transfers
Gross transfers between funds
Net income/(expenditure) before other recognised gains
and losses
Other recognised gains/losses
Gains/(losses) on revaluation of assets
Net movements in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
Unrestricted
Funds
£
43,764
11,872
748
4,115
60,499
58,607
525
59,132
1,367
-
1,367
12,923
14,290
179,319
193,609
Total Funds
2021
£
43,764
11,872
748
4,115
60,499
58,607
525
59,132
1,367
-
1,367
12,923
14,290
179,319
193,609
Total Funds
2020
£
37,637
107,270
1,065
4,100
150,072
158,250
575
158,825
(8,753)
-
(8,753)
(4,110)
(12,863)
192,182
179,319

All incoming resources and resources expended derive from continuing activities.

The notes on pages 9 to 16 form an integral part of these financial statements.

Page 7

Cambridge University Musical Society (Registration number: 08186921)

Balance Sheet as at 31 July 2021

Note
Fixed assets
Tangible assets
12
Current assets
Debtors
13
Cash at bank and in hand
Creditors: Amounts falling
due within one year
14
Net current assets
Net assets
The funds of the charity:
Unrestricted funds
Revaluation reserve
Unrestricted income funds
Total unrestricted funds
Total charity funds
2021
£
£
35,123
10,356
176,235
186,591
(28,105)
158,486
193,609
142,704
50,905
193,609
193,609
2020
£
£
47,251
8,408
127,365
135,773
(3,705)
132,068
179,319
129,781
49,538
179,319
179,319
2020
£
£
47,251
8,408
127,365
135,773
(3,705)
132,068
179,319
129,781
49,538
179,319
179,319
179,319
129,781
49,538
179,319
179,319

For the financial year ended 31 July 2021, the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the charity to obtain an audit of its accounts for the year in question in accordance with section 476.

The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.

Approved by the Board on 22 February 2022 and signed on its behalf by:

.........................................

Mrs H J Hancock Trustee

The notes on pages 9 to 16 form an integral part of these financial statements.

Page 8

Cambridge University Musical Society

Notes to the Financial Statements for the Year Ended 31 July 2021

1 Accounting policies

Basis of preparation

The financial statements have been prepared under the historical cost convention, as modified by the revaluation of certain fixed assets, and in accordance with the Statement of Recommended Practice 'Accounting and Reporting by Charities (SORP 2005)', issued in March 2005, applicable accounting standards and the Companies Act 2006.

Fund accounting policy

Unrestricted income funds are general funds that are available for use at the trustees' discretion in furtherance of the objectives of the charity.

Further details of each fund are disclosed in note 17.

Incoming resources

Donations are recognised where there is entitlement, certainty of receipt and the amount can be measured with sufficient reliability.

Deferred income represents amounts received for future periods and is released to incoming resources in the period for which, it has been received. Such income is only deferred when:

Incoming resources from tax reclaims are included in the statement of financial activities at the same time as the gift to which they relate.

Income derived from events is recognised as earned (that is, as the related goods or services are provided).

Amounts due but not received in the year will be accrued for - those would typically be gift aid payments and outstanding hire charges.

Investment income is recognised on a receivable basis.

Income from charitable activities includes income recognised as earned (as the related goods or services are provided) under contract or where entitlement to grant funding is subject to specific performance conditions. Grant income included in this category provides funding to support programme activities and is recognised where there is entitlement, certainty of receipt and the amount can be measured with sufficient reliability.

Page 9

Cambridge University Musical Society

Notes to the Financial Statements for the Year Ended 31 July 2021

......... continued

Resources expended

Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to the expenditure. All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category.

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Grants made for expenditures incurred in future years are recognised in the period to which they relate.

Expenditures are normally recognised in the year in which they are incurred. In exceptional circumstances they may be capitalised and recognised in the period to which they relate.

Governance costs

Governance costs include costs of the preparation and examination of the statutory accounts, the costs of trustee meetings and the cost of any legal advice to trustees on governance or constitutional matters.

Support costs

Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources, for example, allocating property costs by floor areas, or per capita, staff costs by the time spent and other costs by their usage.

Fixed assets

Individual fixed assets costing £0 or more are initially recorded at cost.

Small instruments are written off in the year in which they are purchased.

Instruments with an expected life time in excess of 5 years and a replacement value in excess of £100 are capitalised and provided with an expected lifetime ranging between 5 and 15 years.

Instruments are written off if lost or if damaged to a point where they cannot be repaired and are no longer fit for use.

Musical scores are written off as expenditures in the year in which they are purchased, and therefore any residual value is not included on the balance sheet.

Other fixed assets may be capitalised if significant. If so, then the item and its treatment will be described in the notes to the accounts.

Depreciation

Depreciation is provided on tangible fixed assets so as to write off the cost or valuation, less any estimated residual value, over their expected useful economic life as follows:

Instruments

Per valuation

Investments

Investments are included in the balance sheet at estimated market value. Market valuations are normally done annually and the latest valuation is used to estimate market value.

Page 10

Cambridge University Musical Society

Notes to the Financial Statements for the Year Ended 31 July 2021

......... continued

Fundraising

All funds raised are recorded under "fundraising", even if they are specifically related to particular concerts, ensembles or events. Any such relationships will be recorded in the notes to the accounts.

All significant expenditures related to fundraising are recorded as such in Expenditures.

2 Voluntary income

Donations and legacies
Transfer from CUMS Fund
Appeals and donations
Gift Aid tax reclaimed
Fundraising
Unrestricted
Funds
£
10,134
23,798
6,618
3,214
43,764
Total Funds
2021
£
10,134
23,798
6,618
3,214
43,764
Total Funds
2020
£
8,554
21,860
7,223
-
37,637

3 Grants receivable

Instrument grant Unrestricted
Funds
£
600
Total Funds
2021
£
600
Total Funds
2020
£
4,100

Page 11

Cambridge University Musical Society

Notes to the Financial Statements for the Year Ended 31 July 2021

......... continued

4 Activities for generating funds

I Concerts
Aggregate takings
II General
Subscriptions
Other income
III Hire Services
Library hire fees
Instrument hire fees and grants
5
Investment income
Interest on cash deposits
6
Incoming resources from charitable activities
Charitable activity
Instrument grant
Other income
Unrestricted
Funds
£
-
11,526
-
11,526
20
326
346
11,872
Unrestricted
Funds
£
748
Unrestricted
Funds
£
600
3,515
4,115
Total Funds
2021
£
-
11,526
-
11,526
20
326
346
11,872
Total Funds
2021
£
748
Total Funds
2021
£
600
3,515
4,115
Total Funds
2020
£
70,044
25,724
4,000
29,724
496
7,006
7,502
107,270
Total Funds
2020
£
1,065
Total Funds
2020
£
4,100
-
4,100

Page 12

Cambridge University Musical Society

Notes to the Financial Statements for the Year Ended 31 July 2021

......... continued

7 Total resources expended

Direct costs
Auditions and competition judges
I Concerts
Instrument purchases (not capitalised) and upkeep
Library purchases and upkeep
Advertising and promotion
Legal and professional costs
Bank charges
Depreciation of tangible fixed assets
Loss/(profit) on sale of fixed assets held for charity's
own use
Support costs
Honoraria
Insurance
Computers, printing and publicity
Printing, stationery and telephone
Subscriptions and donations
Miscellaneous
Costs brought forward from previous year
Accountancy fees
Charitable
activity
£
450
3,470
42
517
439
240
110
11,042
1,086
17,396
38,781
750
370
220
465
400
225
-
41,211
58,607
Governance
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
525
525
525
Total
£
450
3,470
42
517
439
240
110
11,042
1,086
17,396
38,781
750
370
220
465
400
225
525
41,736
59,132

8 Trustees' remuneration and expenses

No trustees received any remuneration during the year.

9 Net income/(expenditure)

Net income/(expenditure) is stated after charging:

2021 2020
£ £
Loss/(profit) on disposal of tangible fixed assets 1,086 -
Depreciation of owned assets 11,042 11,047

Page 13

Cambridge University Musical Society

Notes to the Financial Statements for the Year Ended 31 July 2021

......... continued

10 Employees' remuneration

The aggregate payroll costs of these persons were as follows:

Wages and salaries 2021
£
38,781
2020
£
53,904

No employee received emoluments of more than £60,000 during the year (2020 - No. 0).

11 Taxation

The company is a registered charity and is, therefore, exempt from taxation.

Page 14

Notes to the Financial Statements for the Year Ended 31 July 2021

Cambridge University Musical Society

......... continued

12 Tangible fixed assets

Cost or Valuation
As at 1 August 2020
Disposals
As at 31 July 2021
Depreciation
As at 1 August 2020
Eliminated on disposals
Charge for the year
As at 31 July 2021
Net book value
As at 31 July 2021
As at 31 July 2020
Instruments
£
130,282
(3,089)
127,193
83,031
(2,003)
11,042
92,070
35,123
47,251

13 Debtors

2021
£
Other debtors
10,356
Creditors: Amounts falling due within one year
2021
£
Other creditors
2,605
Accruals and deferred income
25,500
28,105
Creditors amounts falling due within one year includes deferred income:
2021
£
As at 1 August 2020
-
Amount deferred in the year
20,000
As at 31 July 2021
20,000
2020
£
8,408
2020
£
3,205
500
3,705
2020
£
10,000
(10,000)
-

14 Creditors: Amounts falling due within one year

Page 15

Cambridge University Musical Society

Notes to the Financial Statements for the Year Ended 31 July 2021

......... continued

15 Members' liability

The charity is a private company limited by guarantee and consequently does not have share capital. Each of the members is liable to contribute an amount not exceeding £1 towards the assets of the charity in the event of liquidation.

16 Related parties

Controlling entity

The charity is controlled by the trustees who are all directors of the company.

17 Analysis of funds

At 1 August
2020
£
General Funds
I Concerts
-
II General
-
III Hire Services
-
V CD Production
-
VII Reserve Account
179,319
Net assets by fund
Tangible assets
Current assets
Creditors: Amounts falling due within on
Net assets
Incoming
resources
Resources
expended
Other
recognised
gains/losses
£
£
£
-
(3,414)
-
59,553
(55,159)
-
946
(559)
-
-
-
-
-
-
12,923
Unrestricted
Funds
Total Funds
2021
£
£
35,123
35,123
186,591
186,591
e year
(28,105)
(28,105)
193,609
193,609
Incoming
resources
Resources
expended
Other
recognised
gains/losses
£
£
£
-
(3,414)
-
59,553
(55,159)
-
946
(559)
-
-
-
-
-
-
12,923
Unrestricted
Funds
Total Funds
2021
£
£
35,123
35,123
186,591
186,591
e year
(28,105)
(28,105)
193,609
193,609
At 31 July
2021
£
(3,414)
4,394
387
-
192,242
e year Total Funds
2020
£
47,251
135,773
(3,705)
179,319

18 Net assets by fund

Page 16