## **Trustees’ Annual Report for the period** 

**From  01/04/2023                   Period start date   To  31/03/2024 Period end date** 

## **Charity name: EXMOUTH LIGHT ORCHESTRA** 

## **Charity registration number: 1152790** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|To enhance, improve, develop and maintain<br>public education in, and appreciation of, the<br>art and science of music in all its aspects<br>by any means the trustees see fit, including<br>through the presentation of public concerts<br>and recitals.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and 1.19|Weekly live, live streamed or recorded<br>orchestral rehearsals, for players (of all<br>ages and varying abilities) of instruments<br>used in a conventional symphony<br>orchestra. During live rehearsals further<br>instruction is also given in small groups to<br>those needing more assistance to increase<br>confidence and improve playing ability -<br>particularly in the string sections.<br>Two concerts per annum to the general<br>public, to promote more interest in classical<br>and light music being played by acoustic<br>orchestral instruments and to encourage<br>support for those who wish to start or re-<br>start playing.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|In planning the year’s activities the trustees<br>have had regard to the guidance issued by<br>the Charity Commission on public benefit.|



## **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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|This year we have given two concerts, one<br>in December, which was live streamed to<br>friends and family, and the other a public<br>concert in May, which was, as usual, very<br>well supported.<br>The live streamed and recorded rehearsals<br>have been used extensively by players,<br>some of whom are unable to attend any<br>rehearsals, due to distance or other heavy<br>commitments. This means that they can still<br>feel part of the orchestra, and, as well as<br>the enjoyment of playing, they receive the<br>same tuition and can improve their playing<br>at home.<br>We still have a membership of between 55<br>and 65 players, with a wide range of ability<br>and age.|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

Achievements against Para 1.41 objectives set Performance of fundraising activities against objectives Para 1.41 set 



||Investment performance<br>against objectives<br>Para 1.41<br>Other|
|---|---|





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|We are in a healthy financial position with a<br>balance of £8500, from subs and including<br>the income of £1272 from 1 concert.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|It is the policy of the charity to maintain<br>unrestricted funds, which are the free<br>reserves of the charity, at a level that<br>equates to at least two months unrestricted<br>expenditure.This provides sufficient funds<br>to cover management and administration<br>costs.|
|Amount of reserves held|Para 1.22|Restricted funds (variable) plus £1000|
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23||



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47||
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





**Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Foundation constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|Charitable Incorporated Organisation|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Appointed by trustees who are members of<br>the CIO|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|Policies and procedures<br>adopted for the induction and<br>training of trustees|Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|EXMOUTH LIGHT ORCHESTRA|
|---|---|
|Other name the charity uses||
|Registered charity number|1152790|





||Charity’s principal address<br>35, POINT TERRACE<br>EXMOUTH,<br>DEVON EX8 1EF|
|---|---|





## **Names of the charity trustees who manage the charity** 

||**Trustee name**|**Office (if any)**|**Dates acted if not for**<br>**whole year**|**Name of person (or body)**<br>**entitled to appoint trustee**<br>|
|---|---|---|---|---|
|1 <br>2 <br>3 <br>4 <br>5 <br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|DAPHNE<br>HARLOCK|CHAIRMAN||~~**(if any)**~~|
||JOHN<br>HARLOCK|SECRETARY|||
||WENDY<br>SMITH|TREASURER|||
||ALASTER<br>THOM||||
||VIVIEN<br>HITCHINGS||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||



Corporate trustees – names of the directors at the date the report was approved 

## **Director name** 



Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 



**Funds held as custodian trustees on behalf of others** 

Description of the assets held in this capacity 

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects 

Details of arrangements for 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 Name Address adviser** 

**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** 



Declarations
The trustses declare that they have approved the trustees, report above.
Signed on behalf of the charity's trustees
Signature(s
Full name(s) I
H Ifc+Wi
trv &4ttH
Posltion (eg |
Secretary, Chair. etc) rh.
Date
6- 10.2os3*