Trustees’ Annual Report for the period
From 01 July 2020 Period start date To 30 June 2021 Period end date Charity name: Worthing Symphony Orchestra (WSO)
Charity registration number: 1164531
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The Objectives of the WSO are to promote, maintain, improve and advance education, particularly musical education, and to encourage the arts, including the arts of music, drama, mime, dancing and singing. |
| 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 principal activity of the WSO for public benefit is usually the continuation of the annual programme of orchestral concerts at The Assembly Hall in Worthing. There would usually be eight concerts per season (September to April/May), one of which includes an additional hour-long free concert for local schools. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees of the WSO take due regard of the guidance in public benefit issues issued by the Charity Commission and believe this is reflected in the activities of the WSO. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | n/a |
| Policy on social investment including program related investment |
Para 1.38 | The WSO does not currently hold any investments. |
| Contribution made by volunteers |
Para 1.38 | The support for the WSO, i.e. the general management, administration, fundraising and so on, is all undertaken by the trustees and other volunteers. Without the efforts of these individuals, the WSO would cease to operate. |
| Other | The WSO's musicians are fully professional and self-employed, and are paid on a concert-by-concert basis. The marketing and graphic design activities are also paid on a similar basis. As a result, the orchestra has no paid employees. |
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 Covid-19 restrictions have meant that WSO has been unable to put on any concerts during this reporting period. The only activity undertaken by WSO has therefore been the introduction and circulation of a free magazine - WSO Music Matters - in both digital and printed format, which has been circulated to our regular supporters and other interested individuals and organisations. |
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
| Achievements against objectives set |
Para 1.41 | n/a |
| Performance of fundraising activities against objectives set |
Para 1.41 | n/a |
| Investment performance against objectives |
Para 1.41 | n/a |
| Other | n/a |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Due to the enforced lack of activity and consequent lack of outgoings in the reporting period, the financial position is essentially unchanged and adequate pending resumption of activities. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The WSO does not have sufficient funds to warrant a reserves policy at the present time. |
| Amount of reserves held | Para 1.22 | n/a |
| Reasons for holding zero reserves |
Para 1.22 | Due to the pattern of funding concerts, as the major activity of the WSO, it is not considered necessary to specifically allocate any of the funding held to a specific'reserves' category. |
| 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 | The WSO has no uncertainty at the present time about continuing as a going concern on its current basis. |
| Additional information (optional) You may choose to include further statements |
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 source of funds for the WSO is the ticket sales for each public concert. Additional funding comes from grants, donations, sponsorship (particularly 'in kind' from Worthing Borough Council/Worthing Theatres) and from the membership of the Worthing Symphony Society (WSS). |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | n/a |
| A description of the principal risks facing the charity |
Para 1.46 | The principal risk facing the WSO is of maintaining and growing the audience numbers in order to allow the concerts to be financially viable, taking into account other sources of funding and the setting of ticket prices to be as affordable as possible. |
| Other | n/a |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document | Para 1.25 | Constitution |
| How is the charity constituted? |
Para 1.25 | Charitable Incorporated Organisation |
| Trustee selection methods including details of any constitutional provisions |
Para 1.25 | Appointed by existing Trustees |
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | n/a |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | n/a |
| Relationship with any related parties |
Para 1.51 | This CIO, the Worthing Symphony Orchestra, is supported by another charity, the Worthing Symphony Society (WSS). |
| Other |
Reference and Administrative details
| Charity name | Worthing Symphony Orchestra |
|---|---|
| Other name the charity uses | None |
| Registered charity number | 1164531 |
| Charity’s principal address | 4 Highdown Avenue Worthing BN13 1PU |
Names of the charity trustees who manage the charity
| Trustee name Office (if any) 1 Paul Baker Chairman 2 John Gander Administrator/Treasurer 3 SallyGibbins 4 John Gibbons Musical Director 5 Sean McDonald Corporate trustees–names of the directors at the date |
Trustee name | Office (if any) | Office (if any) | Dates acted if not for whole **year ** |
Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|---|---|
| Paul Baker | Chairman | |||||
| John Gander | Administrator/Treasurer | |||||
| SallyGibbins | ||||||
| John Gibbons | Musical Director | |||||
| Sean McDonald | ||||||
| the report was | approved | |||||
| Director name | ||||||
| n/a |
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| n/a |
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 Ihe assets are held and how this falls within the custodian charity's objects Detsils of arrangements for safe custody and segregation of such assets from the charity's own assets Additional inforniation (optional) Names and addresses of advisers (Optional information) Type of Name Address adviser nla Name of chief executlve or names of senior staff membèrs (Optional Infomiatlon) Exemptions from disclosure Reason for non4isdosure of ke nla nel details Other o tional infonnation The WSO Trustees are grateful to all those volunteers who make it possible for the Orchestra to continue its concert programme. Wfthout that help. the WSO would not be able to continue. During this reporting perlod. although there have been no concerts, we are very appreciative toward those who have contributed to the content of our magazine and to those who have roduced and distributed it. Declarations Signed on behalf of the charity's trustees Slgnature(s) Full namels) Posttlon (eg Secretary. Chair. etc) Paul Baker Chairman Date £ozL
CHARITY COMMISSION FOR ENGLAND AND WALES Recei tsand ents accounts CC16a For th• period To 01-3j Section A Receipts and payments Unr¢stri¢¢ed fund• Restricted Endowment fvnd• Total lund8 Last year Al R•cel 140 140 10 10 iO.L Tirjei So Gift s50T51p E¥wls $,1Q4 1,612 AR) 14•,962 InJurarKe & Fe M•ththThJ 8,677 1374 X1 Muilc Hire SIK)r O•syn & Pnrt Othtra Pw) TUTh P[wrn 116A93 770 6,e85 141.034 A4 Asset and In¥tMe Sub tot 4fj4S 141.834 Net of r•¢elpWpayments) . AS Tw¥ntyfer4 bgtween fund• A6 Ca•h fund• I1 ywr end C•sh fvnds this y•ar •nd 4318 21.020 8,318 CCXX R1 ISSI
Section 8 Statement of assets and liabilities at the end of the period Unr85trictod R8strTrctod Endowm•nt funds Categorle Detalls Bl Cash fund8 21,020 fund• fvnth funds D•tall• 82 othor mon•lary a89•1• h Curr•nt vlu• D•tll• 83 InvMtm•nt •M•ts D•tAII• B4 AM•ts r•t•ln•d fw th• ¢h•rity'• owft u D•tll• 85 Uablllll S4ned by rfft or trw*•s on behaKofal tru51• Date of roval CCXX R2 Issi
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts . Section A Independent Examinerfs Report Roport to the truste member¥ of t4)OITH ifrlG gym f rtQlY O £cHtsr On •ccounts for tho y•ar 3010612021 Charity no (11 any) IIGJ&21 S•t out on wg•8 I report to the trustees my exarnTht)n of tr• aco)unts of the above ch&ity fft Tnjsf) for year erwjrrtj 30 0 10 2ozl. I rert in re8P8( of my extiC of the TiiAt'8 ac4(MJrt8 camed out under section 145 d the 2011 Ad WKI in carybng out my examination, I urKl8r serAion 1445)(b) of the A Ind•p•nd•nt •x•mln•rf• •lt•m•nt •Pats. Dekte [ ] appIate. I have c¢%nted my examination. I confim that no material matter5 have come to my attenti ( ") in nnectIOn with the exwninion vknith gives me cw8e to be[ that in. any mateiial re8pect,: of the Art or the aC(¥)S rK)t accord Imth the acccAJntiry records; or the accowts d¥J t cX)MY vAlh the apthxble requlrements cOnMilj the ft>nn arKI connt of accnts set tyjt in the Chartkn'es (Accounts and Reports) Regulations 2CX)8 other than any requirement that the ac<x)uts give a arKI fair v*w which ks not 8 mattér wrth Ihe exam11¥)n to vknith Shk1 be drawn i) this report in ' Please 18 the wfxds n the brackets (k) not apply. Sign•d: 27 oil li IIi ILA R•l•vant proknslonal quallflcatlonl8) or body Ilf any):
Address: 19 MILL 12oAD F) Nf3rn£lIiQ LJ . S L)55£ 8fr116 4HT Section B Disclosure Only complete rf the examiner needs to hyhlyht matters of (x)ncem (see CC32, exwnirw8). Gfv• h•rn d•tall• of any Stsms that thè oxamln•r wl8h• to dl•cloM.