## **Trustees’ Annual Report for the period** **From 1/8/22 Period start date To 31/7/23 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 at least 2 public**
**concerts a year plus participation in**
**local church services and participation**
**in community events.**| |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 considered 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|**The Choral Society resumed rehearsals**
**in September 2022 and performed 2**
**concerts in local venues – one at**
**Christmas and one at the end of April of**
**2023.**
**The choir also sang Evensong at St.**
**Patrick’s Church Patterdale in**
**November and Kendal Parish Church in**
**May as part of our ongoing programme**
**to support the performance of church**
**music in local parish churches in**
**Cumbria.**
**As part of our community engagement**
**activities the choir took part in carol**
**singing for the residents of a local**
**charity and participated in the annual**
**Keswick Christmas Tree Festival. The**
**retiring collection at the Christmas**
**Concert raised £540 which was donated**
**to the North Lakes Foodbank.**| |||| **Additional information (optional)** You may choose to include further statements where relevant about: Para 1.41 Achievements against objectives set Performance of fundraising activities against objectives Para 1.41 set Investment performance Para 1.41 against objectives 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 £5,.34.**
**Overall, the Society made a surplus for**
**the year of £454 which was a very**
**pleasing result after 2 consecutive years**
**of deficits. The result reflected the**
**increased efforts by members of the**
**choir in selling concert tickets and**
**raising £545 in sponsorship for the**
**Spring Concert.**
**The closing bank balance was £4,965.**| |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. The net assets at the**
**end of the year were £6,021 of which the**
**main elements were cash and Gift Aid**
**debtor of circa £800**| |Amount of reserves held|Para 1.22|**£4,965**| |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.**
**The Society received donations of**
**£1,287 during the year from choir**
**members or patrons.**| |---|---|---| |||| |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|**The main risks to the Charity in the**
**future are:**
**i)Sustaining choir numbers in all voice**
**parts to continue to allow the choir to**
**perform its’ traditional repertoire.**
**ii) Concert events generating a loss due**
**to reduced audience numbers reflecting**
**a general decline in public interest in**
**traditional choral singing.**
**The Trustees continue to review the**
**risks and have put in place initiatives**
**and actions to mitigate these risks to**
**the viability and financial sustainability**
**of the Choral Society.**| |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 website**Keswick 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
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Keswick Choral Society| |---|---| |Other name the charity uses|| |Registered charity number|1161762| |Charity’s principal address|From May 2022
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||| ||Alex Farrell|Treasurer||| ||MaryCooke|||| ||Janice Eldridge|||| ||David Brown|||| ||Anna Blackburn|||| ||Michael Roulson|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – 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|| ||20 May 2024|| ||20 May 2024|| KESWICK CHORAL SOCIErY Reg Charity no 1161762 ANNUAL ACCOUNTS FOR THE YEAR ENDING 31 JULY 2023 Statement of Flnandal Actlvltles 2023 2023 2022 2022 INCOME Subs¢rlptlons Donatl¢n5 Conc¢rt Recelpts 3,380. 1,827.50 3,090.00 982.00 Christmas Sprin8 1,998.C 1,470.60 1,472.(Kl 1.059. 3.468.60 2,531.00 Fundralslni Glft Ald Oth•r loo.00 583.55 197.65 8LXI.56 1.077.77 TOTAL INCOME 10,554.43 7,484.20 EXPENDITURE Con¢ert Expenses ChrSstmas Sprlng Evensong 1.929.12 1,650.60 1,181.12 1.930.75 114.50 3,888.72 3,226.37 Muskal Dlr•ctor Fe•$ Rehe•rs•l Room Hlre Sub5crSptbons Insurance Prlntln8 and Ad¥ertlsln8 Musl¢ Hlre and Perlormln8 Rltes fees Donatlons Admln & other 3.200.O) 894.CKI 140.0) 3,037.50 840.00 140.00 43.00 234.95 95.00 150.00 190.00 140. 590.92 I,2￿.84 TOTAL EXPENDITURE lo.1￿.48 7.956.82 Net SurplusllDefi¢ltl tor the year 453.95 1472.621 KESWICK CHORAL SOCIETY Reg Charity no 1161762 ANNUAL ACCOUNTS FOR THE YEAR ENDING 31 JULY 2023 BALANCE SHEET 2023 2023 2022 2022 Flxed Assets Current Assets Debtors- Gift Aid Other Debtors Prepayments Cash In Bank 798.35 583.55 358.24 4.964.85 5,033.94 Totsl Current Assets 6.161.44 5,617.49 Less CredIt￿$ Credltors Deferred Income Total Current Uabllltles I100.￿) I40.￿) 150.001 1140.00) 150.001 Net Assets 6.021.44 5,567.49 Represented by Reserves Brought FoMard Movement in the year 5.567.49 6,039.11 1471.621 453.95 Totsl Charlty Funds 6,021.44 5,567.49 Notss to the A¢¢ounr I, The accounts have been prepared on an accruals basis for the year 2021-22 and 2022-23. Previous to this the accounts were prepared on a receipts and pavments basls. 2. As the charitv is a CIO with a turnover of less than £25.1XX) there Is no ￿01￿ment for an IndeDendent Examination of the accounts. The Trustees, however, have arranged for an examlnatlon and report to provlde assurance to members and be consistent with p￿ViOuS years. 4. There were no related Dartv transactions in 2021-22 or 2022-23. Independent Revlew I ha¥e examlned the above acc¢unts of the Keswlck Choral Sodet¥ and found them to be kn •qreement wlth the bank statements. records and Invokes supplled to rne. D M Grave Hon Audltor KESWICK CHORAL 50aErY 2022.23 ANNUAL ACCOUNTS FOR¥EAR TO 31JULY2023. SupplemertaryAn•lysls 2022-13 In¢ome •rtd ExpthdllW• An•lysls Christrnas Concert Spring Concert INCOME Other TOTAL Subscription5 Donations includin8 patrons Ticket Sales Programme5 and Refre5hrnents HMRC Gift Ald Other 3,380. 3.380.00 1,827.50 3,329.60 139.00 800.56 1.077.77 487.50 1.458.60 12.cil IA71.CiJ 127.LKJ 8(X).56 1.077.77 Total Inrome 2.538.￿1 1.9Y.10 6,058.33 10,554.43 EXPENDiniAe Concert Room Hlre & expenses Performer Fees MO Fee5 Printin8 and Media Donations PRS Fees (Royaltlesl 381.07 250XKI 109.fy) 2￿.l 3,2c4).Tr) 140.co 740.07 1,260.00 3.731.25 857.40 540.00 178.64 7,307.36 256.2S 321. 540.C SO.C•) 1.929.12 275. 395.60 so. 1.650.60 78.64 3.727.64 Profit / IL0551 on Concert Rehe8wl Aoom Hlre Muslc Hire Makln6 Muslc 5ubscrlpt6on Publlc Ll8bllSty Insurance Donatlons Other Tot•1 Exp•ns 307.50 916.38 894.00 512.28 140.00 46.00 0.00 1,200.84 10,1Th).48 894.LYJ 17.78 140.C 46.C 1.2fA).84 6.026.26 1.983.62 2.09).60 Surplus IID•ficttl fi￿the ye•r 554.38 1132.501 32.07 453.95 2022.23 B•nkA¢