Trustees’ Annual Report for the period
From 1/8/20 Period start date To 31/7/21 Period end date
Charity name: Keswick Choral Society
Charity registration number: 1161762
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 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. 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. |
| 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 |
The main activities of the Charity are the performance of up to 2 public concerts a year plus participation in local church services |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have taken into account the guidance on public benefit in the operation of the Charity and its’ activities. |
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 | Due to the Covid 19 pandemic Choir rehearsals were suspended from March 2020 till September 2021 and therefore the normal activities of the choir were cancelled. The Trustees continued to meet using Zoom. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Charity started the year with a bank balance of £7.691. Due to the pandemic and the cancellation of choir activities the receipts for the year were £120 and the expenditure was £1.722 - much reduced from previous years. The closing bank balance was £6,039. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Charity does not hold ring-fenced reserves. The only reserve is the cash in the bank account . |
| Amount of reserves held | Para 1.22 | £6,039 |
| Reasons for holding zero reserves |
Para 1.22 | |
| 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 | There are no issues in relation to going concern |
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 | The principal sources of funds are subscriptions paid by members and income raised from public concerts. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution – available to view on Society websiteKeswick Choral Society- 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 | Trustees are drawn from members of the choir; and they are elected at the AGM by a vote of choir members |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | Keswick Choral Society |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1161762 |
| Charity’s principal address | 25 Jackson Croft Morland CA10 3AU During 2020-21 Reporting Year Principal Address has been changed in May 2022 to Lamplugh Lodge, Lamplugh, Workington CA14 4TY |
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 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Helen Ball | Chair | |||
| Joyce Berry | Secretary | |||
| Michael Roulson | Treasurer | |||
| MaryCooke | March – July2021 | |||
| Janice Eldridge | March – July2021 | |||
| David Brown | Feb – July2021 | |||
| Anna Blackburn | March – July2021 | |||
– 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 trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Alexandra Mary Farrell | ||
Treasurer |
||
| 19 May 2022 | ||
| 19 May 2022 |
KESWICK CHORAL SOCIETY
Registered Charity Number 1161762
RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 31 JULY 2021
RECEIPTS PAYMENTS
| 2020 2021 2020 £ £ £ 6251.83 Opening Bank 7691.35 balance 175.00 625.00 Subscriptions 50.90 3900.00 70.00 Concert receipts 1880.00 Christmas 2018/9 2840.00 Fundraising 237.00 Refreshments 173.00 Squares 132.00 140.00 611.60 43.00 750.99 64.89 Other income 413.87 742.00 Donations 50.00 678.00 732.77 HMRC gift aid refund 100.00 200.00 Patrons 200.00 Grant..Kes.TC 7691.35 _and Co Op _ ___ 14316.60 7811.35 14316.60 _ __ ______ |
2021 £ Concerts Hire of churches Soloists & musicians Perf.Rights Society 37.44 Conductors fees I Hare 1400.00 Other expenditure Advertising "Making Music" subs 140.00 Music hire Insurance premium 43.00 Printing Refreshments Admin expenses 126.80 Parish room hire 25.00 Donations Closing bank 6039.11 balance _ 7811.35 __ |
|---|---|
I have examined the above accounts of the Keswick M.H.W.Roulson Choral Society,and found them to be in agreement Hon. Treasurer with the invoices, vouchers and bank statements supplied to me. D.M. Grave Hon Auditor