## **Trustees’ Annual Report for the period** **From 01 July 2024 Period start date To 30 June 2025 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 the continuation of the**
**annual programme of orchestral concerts**
**at the Assembly Hall in Worthing. There**
**were seven concerts during the season**
**(October to May). In September, free**
**hour-long concerts were given, for**
**schools, and as a taster for local people.**| |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 general management,**
**administration, fundraising and so on,**
**has until recently all undertaken by the**
**trustees and other volunteers. Without**
**the efforts of these individuals, the WSO**
**would cease to operate. During the year,**
**the WSO had contracted with a self-**
**employed administrator to coordinate**
**concert days, increase marketing and**
**provide other support services. This is**| |||**already having a significant and positive**
**impact.**| |---|---|---| |Other||**The WSO's musicians are fully**
**professional and self-employed, and are**
**paid on a concert-by-concert basis.**
**Certain marketing and graphic design**
**activities are also paid on a similar**
**basis. The WSO has no premises.**| ## **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|**Thanks to support received, in**
**particular from the Worthing Symphony**
**Society (WSS), the WSO has been able**
**to provide a full season of concerts**
**during this reporting period. West**
**Sussex Music service has reported that**
**the free concerts for schoolchildren are**
**very much appreciated by the**
**attendees.**| ## **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|**Funding remains a challenge. The**
**support of the Worthing Symphony**
**Society and tax refunds have enabled**
**the WSO to be successfully funded**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**The WSO did not have sufficient funds**
**to warrant a reserves policy in the**
**period being reported upon.**| |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 was**
**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 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 and**
**from the Worthing Symphony Society**
**(WSS). In addition a grant from Arts**
**Council England has been sought to**
**assist with funding the schools concerts**
**in September 2025.**| |---|---|---| |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 the**
**difficulty in obtaining sufficient funding**
**to ensure that the concerts remain**
**financially viable in the long term, 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|**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** |1
2
3
4
5
6
7|**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or**
**body) entitled to**
**appoint trustee(if any)**| |---|---|---|---|---| ||John Gibbons|Musical
Director||| ||Sean McDonald|||| ||Nicolette
Babbage-Clark|||| ||Dominic Smith|||| ||Peter Robertson|||| ||David Smith|Treasurer||| ||Richard Steggall|||| – Corporate trustees names of the directors at the date 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 **n/a** held in this capacity Name and objects of the **n/a** charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for **n/a** 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 n/a** **Name of chief executive or names of senior staff members (Optional information) n/a** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **n/a** ## **Other optional information** The WSO trustees are gratefvl to all those volunteers who make It posslble for the Oichestra to eontinuè its coneèrt programmè. WithoLrt that holp, the WSO ¥￿Uld not b• ablè to continuo. Doclarations Tho t￿*t•0$ declare that they have approvod the tru•toes' report above. Slgned on behalf ol the chartty's tru•toes Signature(81 Full name(81 P￿lt10n {e.g. SKr•tary, Chalr, •tc) DavKI Smith Nicoktte Babbagtrclarke Treasurer Trustee jiilis CHARITY COMMISSION fOR ENGLAND AND WALES Worthlng Ordwtr Recei and ments accounts CC16a Fw th• ￿rIod 01107r2024 Section A Receipts and payments Uni¥strfi¢ted funds Restricted lun(ts Endowment lunds Total La$t yoar A1 Recel ts 83.20P 65.NO 7.470 3,323 io Worthina Ssryhcnysoaety DoiidtPvll& & SpoitrA)F•h Programme Advertaino GIftArd T•¥ Cpvdll 40.000 11.300 JN47 S10 Ji.3•0 3,447 29,117 1.111 .107 Ji,J•J mss Incon AR) 11U70 171.J70 195.J A￿•¢m•￿t ••• tabl• . 174370 Orthe8tr4 CWdUr￿r & eli & Adv•rfiwn rarrrfm Des n & Print In5ur•n¢e & Subscript￿¥ 107.177 1¢.390 3,17Q 2.111 107,177 16.J99 3.870 101,823 17. 7.000 1,5•1 l.J37 3041 2.41$ Adm111151rabu 2,415 22.7¢2 z.jog Cho PRS 2,14J M9¢•1•n•￿1 EAp•n••• Sub total 167.11J 159.925 A4 Au•t and Inv•stm•nt Sub tol¥l 167,818 159,925 Net of recelpts/(payments) AS Transfer¥ between fvndj A6 Cash funds last year end C•sh funds thls ye•r end ,552 35,411 68.059 59.507 CXX Rl acr￿nts ISSI 18110125 Section B Statement of assets and liabilities at the end of the period Unrestricted Restric¢e¢ lunds funds re*t£ to ne•re•t e Endowment funds to nwe¥t£ ategorl85 D8tèi15 Bl Cosh fund• 950 10.U8 Totsl cash funds 18.059 En￿O￿￿¢nI fvnd• lund• lun Details Ca•t lopoofidl 41 FL•d tOT•4*h B4 ABs•t• r•tsln•d lof th• char+ty'¥ own u Vth•n du• BS Liabiliti98 bthafof Bll Ilte knJslÈE5 Sk3nature Print Name D8te of , £MrThK li CCXX R2 amnts ISSI 181¢￿5 Indèp•nd•nt ExarnineV8 Raport to tho Tn￿100$ of Worthing Symphony Orchostra I report on the accounts for the year ended 30th June 21r25. Respoctive rosponsibilities of trustees and examiner The charty's trustees are responsible for the preparath)n of the a(xx)unts. The char￿Y'S trustees consthr that an audit is not required for this year (under section 144(2) of the Charities Act 2011 (the 2011 Act)) and that an independent 8xamination is needed. It is my rasrM)nsibility to: examine the accounts (under section 145 of the 2011 Act) to folkm the procedures laid dcmn in the General DirectKms given by Ihe commiS￿On (under se¢tion 14515)(b) of the 2011 Act) to stat8 wh8th8r particular matters have come to my attention. Basis of ind•p•nd•nt •xamin•rfs r•port My exarnination was carried out in ac£ord8fKX With the General Directions gwen by th8 Charty Comrni55ion. An examw)ats)n includes a reV￿W of the accounting records kept by the Charty and a ¢omparison of the accounts presented with those re¢ords. It also includes consKJeratvJn of any unusual items or disdosures in the accounts, and Seeking explanations from you as trustees conceming any such matters. The procedures undertaken do not provKle all the evKlence that would be required in an audit, and consequenly no opinion is given as to whether the accA)unts wesent 'true and fair vlew, and the report is limited to those matters Set out in the next staternent. * Indopandont oxamlnor's statsment In connection with my examination, no matter has come to my attenth)n'. {1) which gNes me reasonable cause to believe that in any material respect the requirements to keep accounting records in accordance with sedion 130 of the 2011 AGt, and to prepare accounts whKh accord with the ac¢ounting reGord$ and ¢(Mnply with th8 accounting requirements of the 2011 Act have not been met. or (2) to which, in my opinion, attenb.on should be drawn in order io enable a proper understanding of the accounts to be reached. Name: Paul Grigg Address.. 38 Chestnut Avenue Esher, Surrey Kr10 &JF Date.. Signed.. . So Accts ISlio12