## **Trustees’ Annual Report for the period** **From 1/8/24 Period start date To 31/7/25 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 2024 and performed 2**
**concerts in local venues – one at**
**Christmas and one in April 2024. The**
**Christmas event showcased the**
**Kickbrass band which is a training**
**brassband for young people in the area**
**as part of our aims to work**
**collaboratively with other musical**
**societies and support music making for**
**young people.**
**The choir also sang 2 Evensong**
**services 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 £300 which was donated**
**to 2 local food banks.**| |||| **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|**The choir had a very successful year of**
**fund raising totalling £1,630 for the year**
**which was used to subsidise the**
**increased operating costs of music hire**
**and concert fees.**| |Investment performance
against objectives|Para 1.41|| |Other||| ## **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 £4,280.**
**Overall, the Society made a loss for the**
**year of £(95) . The concerts made a loss**
**of £(345) overall which was a good**
**result reflecting the increased efforts by**
**members of the choir in selling concert**
**tickets for both the Christmas and**
**Spring concerts.**
**The closing bank balance was £4,838.**| |---|---|---| |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 £5,414 of which the**
**main elements were cash; Gift Aid**
**debtor of circa £770; and net creditors**
**of £(194).**| |Amount of reserves held|Para 1.22|**£4,838**| |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 principal sources of funds are subscriptions paid by members and income raised from public concerts.** Para 1.47 |The charity’s principal
sources of funds (including
any fundraising)||**The Society also received donations of**
**£535 during the year from choir**
**members or patrons; and Gift Aid**
**income of £788**| |---|---|---| |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
network with which the
charity works|Para 1.51|| |---|---|---| |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|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---|---| ||Helen Ball|Chair||| ||LucyScott|Secretary||| ||Alex Farrell|Treasurer||| ||MaryCooke|||| ||Janice Eldridge|||| ||Anna Blackburn|||| ||Paul Doughty|||| ||David Brown||Retired at AGM
1/10/2024|| ||M Roulson||Retired at AGM
1/10/2024|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| 19 20 – 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|| ||25 Nov 2025|| ||25 Nov 2025|| KESWICK CHORAL SOCIETY Reg Charity no 1161762 ANNUAL ACCOUNTS FOR THE YEAR ENDING 31 JULY 2025 Statement of Flnanclal Actlvlties 2025 2025 2024 2024 INCOME Subscriptions Donations Concert Recolpts Christmas Spring Evensong 3.910.00 1,054.75 3,680.00 2,257.27 2,649.40 1,403.00 0.00 2,753.00 1,397.00 45.00 4,052.40 4,195.00 Fundralslng Gift Ald Other 1,629.99 788.18 750.00 700.95 1,482.52 TOTAL INCOME 12.185.32 12,315.74 EXPENDITURE Concert Expen8e8 Christmas Spring Evensong 1.357.09 1,514.60 475.00 2,561.49 1,872.36 234.00 3,346.69 4.667.85 Muslcal Dlrector Fo•8 Rehearnal Room Hire Subscrlptlons Insurance Printing and Advertl8lng Music Hlro Fundraising Costs Donations Admln & other 3,425.00 1,145.00 163.00 50.00 1,042.85 1,272.63 499.86 400.00 934.97 3,770.00 1,374.00 155.¢)0 49.00 130.40 82.50 2.599.58 TOTAL EXPENDITURE 12.280.00 12,828.33 Surplu•l(Deficlt) for the year {94.68) (512.591 KESWICK CHORAL SOCIETY R• Chari no 1161762 ANNUAL ACCOUNTS FOR THE YEAR ENDING 31 JULY 2025 BALANCE SHEET 2025 2025 2024 2024 Fixad A880ts Current Ass8t8 Debtors - Gift Aid Other Debto Prepayments Cash in Bank 770.95 118.00 151.94 4,838.28 700.95 236.20 406.72 4,279.97 Total Current Assets 5,879.17 5,623.84 Lesg Credltors Creditors Deferred Incom8 Total Current Liabilitles (465.00) 0.00 {114.99) (465.00) {114.99) Net Assets 5,414.17 5,508.85 Ropr080nted by Res8Nes Brought Fonward Movement in the year 5,508.85 6,021.44 (94.68) {512.59) Total Charity Funds 5.414.17 6,608.85 Nots8 to tho Ac¢ount• 1. The accounts have been prepared on an accruals basis for the year from 2021-22 or7ward$ Previous lo this the accounts were prepared on a receipts and payments basis. 2. As the charity is a CIO with a tumover of less than £25,000 Ihere is no reqirement for an Independent Examination of the accounts. The Trustees, however, have arranged for an examination and report to provide assurance to members and be consistent wrth previous years. 4. Ther8 were no related paty transactions in 2024-25 or 2023-24. Independent R•vi8w I have examined the above accounts for the K•swick Choral Society and found them to bo in agreemer wlth the banks •tatoments , records amd invoices supplied to me, DM Grave Hon Audltor