2020-08-31-accounts

						SORp	SORp
						reference
Summary ofthe purposes of the charity as set out in its governing document Summary ofthe main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.						Para Para 1.19	1 17 1.17and	As stated in the Constitution ofThe Society for Music Analysis (SMA), the Charity's purpose is: 'The advancement ofeducation in music theory and analysis for the public benefit, in particular, but not exclusively, by the dissemination ofthe latest scholarly research. ' The Society for Music Analysis provides services to advance the field ofmusic theory and analysis. The Charity is affiliated with the journal Music Analysis, and organises a regular programme ofevents including the annual Theory and Analysis Graduate Students (TAGS) Conference, the Music Analysis Summer
								School, as well as other Music Analysis Conferences ('MACS') and workshops. The Society for Music Analysis also produces online
								resources.
								The Charity provides services to advance the
								education ofall those interested in the field of
								music theory and analysis. The mechanisms by which we achieve these goals are outlined
								below:
								Events
								The Charity supports and organises a regular programme ofevents for students, professional researchers and the general public, over and above what is offered in many Higher Education
								institutions. Our events aim to create dialogues
								regarding all aspects ofresearch and education
								in music theory and analysis that would not
								otherwise happen, and support the free
								exchange ofideas. Our events are international
								in scope but bring music analysts to meet in
								various UK locations.
								Students benefit from the networking and
								professional development we offer through the Theory and Analysis Graduate Students'

(TAGS) Conference (annual in spring), where
UK and international students meet and present
papers on topics that are more specialised than those promoted by other learned music societies
and charities. TAGS also provides workshops,
organised by professional academics, designed to enhance the employability prospects of those
taking part, and prepare them for working in the
field. To this end, students also benefit from
writing groups and other student-run activities
that we sponsor.
The Society for Music Analysis supports an
annual Music Analysis Conference ('MAC') for
both professional academics and students (open
also to the wider public); these are three/four-
day events, and typically accept around 100
speakers from across the World. Many more
speakers than can be accepted apply.
Grants
The Society for Music Analysis supports
attendance at our own events through a Bursary
Scheme. Attendance at other analysis-themed
conferences or events is supported via our
Development Fund, which also covers grants for
research trips, the cost of obtaining research
materials, and other similar costs. When we are
financially supporting members, we encourage
grant recipients to review the conference/event in question in our biannual Newsletter, and thus
share their experience with others.
Contribution to International Networks
The SMA is the UK hub for the triennial
European Music Analysis Conferences
('EuroMACs'), which take place every four years
in major European centres (recently Rome,
Leuven, Strasbourg, and soon to be Moscow in
September 2021). These are presently run by a consortium ofeight European music theory and
analysis societies, including the SMA. These
events offer opportunities for professional
academics and students to contribute to much
larger events than any country could host on its
own.
We work with and support the promotion ofother
music societies, and are members ofthe Music
Research Consortium, which aims to discuss a
broad range oftopics, including issues that are crucial to the sustenance ofthe study of music	in
schools, colleges, online, in both public and
private sectors
Resources
The SMA incorporates the journal Music
Analysis, through which we support the funding
ofthe Charity. The journal disseminates the latest scholarly research in the discipline of

music theory and analysis, with contributions
from distinguished and emerging analysis scholars from the UK and abroad.
Additionally, we publish a biannual Newsletter
that promotes our members' work, reviews
events germane to the Society's objectives and the members' interests, and we send regular mailings to our members about forthcoming events and developments.
Strategy (Educational Objectives) Within the present reporting year, the SMA has worked towards implementing its 'Strategy' for future development, which was agreed in 2016/17. At that time, our objectives for the future were defined as: 1)to expand the Society's membership; 2)to enhance our research presence, and support research into music theory and analysis at a national level, by supporting scholars at all career levels; 3)to support the presence and development ofmusic theory and analysis as undergraduate
curdiculum subjects; 4)to support the work of
postgraduate students at MA and PhD levels; 5) to support primary and second-level music
education, via the establishment ofoutreach
programmes and the creation offreely available teaching materials; 6)to encourage and foster the professional status ofthe discipline within the academy.
Our objectives surrounding second-level
curricula and educational context have a clear
public benefit. The Society for Music Analysis aims to bridge the knowledge gap between second- and third-level education in theory and analysis, by engaging in dialogue with A-Level and GCSE boards, lobbying the Department for Education in support ofmusic theory's educational value, engaging in targeted schools' outreach, engaging in dialogue with regional music hubs, working closely with other relevant bodies in the sector (for example the National
Association for Music in Higher Education
[NAMHEJ, The Associated ofthe Royal Schools ofMusic [ABRSMJ and the Royal Musical Association [RMAJ), and developing educational materials that can be disseminated to schools
and music providers. In the current reporting year, the society has become a corporate member ofthe ISM (Incorporated Society of Musicians) and NOVO (National Council for
Voluntary Organisations).
In the previous reporting year, the SMA advertised for, and recruited, a 'Research
Officer' to carry out a project titled 'Questioning the Gap: Defining a role for the SMA in
prepadin students for music degrees in higher

					education today'. There has been significant	education today'. There has been significant
					progress on the project, which contributes
					directly to our charitable aims, including: a full
					literature survey; interviews and transcription;
					networking surrounding issues of diversity at a Conference at City, University of London;
					planning a Music Literacy Study Day (funded by the IMR and SMA) which took place at Senate
					House, London, in July 2020, though this was streamed online. The report is due to be
Statement confirmirlg whether the trustees have had regard to the guidance issued by the Charity					Para 1.18	published by the end ofthe calendar year. In preparing this report and carrying out their duties, Trustees ofthe Charity have had regard to the Charity Commission's guidance on public benefit.
Commission		on public
benefit
Additional information (optional) You may choose to include further statements SORP reference						where relevant about:
Policy on grant making					Para 1.38	We have policies regarding our Development Fund and Bursary Schemes:
						To be eligible to apply to the Development Fund, individuals must be current members ofthe Society for Music Analysis, and have been so for a period ofat least six months
						prior to submitting their application. Full
						eligibility criteria can be found at: htt://www. sma.ac.uk/ rants/develo ment/.
						Our policy on the award of Bursaries states that applicants must be a student member
						ofthe Society, or an early-career
						researcher without access to institutional
						funding, and attending an SMA or SMA- affiliated event. Full eligibility criteria can be
						found at:
						htt://www. sma.ac.uk/ rants/travel/.
						SMA grants are overseen by a central
						grants committee. This consists of: SMA President, Music Analysis Journal Editor,
						Music Analysis Journal Associate Editor, Chair of Editorial Board, one SMA Trustee,
						SMA Treasurer.
Contribution volunteers		made	by		Para 1 38	SMA trustees act as unpaid volunteers in their roles. The journal Music Analysis has an editorial board, on which unpaid
						volunteers stand. The SMA has 2 volunteer
						student representatives, who represent the
						voice ofour student members.

			soap
			reference
Summary the main		of		Achievements in the present reporting period include:
achievements ofthe charity, identifying the difference the charity's work has made to the circumstances of its beneficiaries and any wider			Para 1.20	Election ofTrustees and Appointment ofOfficers In this fourth reporting pediod as a Charity, The Society for Music Analysis held its fourth AGM online and fourth election oftrustees. This election was held in accordance with the Constitution and Society Rules. One third of trustees elected in the previous reporting period stood for re-election, and members ofthe Society were invited to apply to become trustees. We recruited three new trustees through this exercise: Dr Nicole Grimes, Dr Sarah Moynihan, and Dr Oliver Chandler.
benefits to				Events
society as whole.		a		The majority ofour events have been postponed due to COVID-19.
				~ Our 'MAC* in Birmingham is now scheduled for 2021.
				~ TAGS will take place in City University, with Dr Michael Schjuer as keynote in 2021
				~ Formal Theory Study Group, Durham-Newcastle conference postponed until 2021
				~ EUROMAC in Moscow has been postponed until 2021.
				In the present reporting period, the SMA ran or collaborated in the following further events:
				Two student events, which were organized and held in a face-to-face environment before the beginning ofthe COVID-19 pandemic, and one online event (held via ZOOM). These were as follows:
				1. Workshop titled 'Analysis and Performance' held at City, University of London on the 16'"ofNovember 2019and hosted by Dr. Ian Pace. The event
				comprised a short open discussion on 'works' and 'texts', a seminar session dedicated to a discussion ofpre-assigned readings, and a lecture by lan Pace titled 'In Defense ofAnalytically-Informed
				Performance'. The following individuals attended:
				Yvonne Teo
				Mitra Tham
				Hazel Rowland
				Lucia Camacho Acevedo
				Giselle Lee
				Leo Charlier
				Laura Farre Rozada
				Federico Favali
				Alberta Entrialgo
				Cen Ngai

2.	SMA Writing Club held at Senate House Library, London on the 29"of February 2020 and hosted	by	by
	Dr. Rebecca Day. Students were encouraged to submit a piece oftheir writing ahead ofthe event and all the students who attended had the opportunity to receive feedback on their work from the host and fellow researchers. The following
	graduate students attended:
	Bozhidar Chapkanov
	Ivan Penev
	Mitra Tham
	Marta Riccardi
	Alberto Entnalgo
	Ruixue Hu
3.	An online workshop titled 'COVID-tg and Music Analysis: Impacts, Progression and Prospects' held via ZOOM on the 25'"ofJuly 2020 and hosted by Dr. Kenneth Smith, Dr. Julian Horton, Dr. Sarah Moynihan and Dr. Cristopher Tarrant. The impact of the current pandemic on musicians in academia and
	more generally on the performing arts was discussed in detail. Guest speakers offered their
	viewpoints and advice on career prospects, conducting research and teaching in the current social and economic climate. Students were invited to ask questions and to share their opinions. The
	event was very successful and the following
	individuals signed up for it:
	Bozhidar Chapkanov
	Yvonne Teo
	Laura Erel
	Richard Mark
	Ben Curry
	Sasha Valeri Millwood
	Geert Callaert
	Hazel Rowland
	Hannah Millington
	Lucia Pasini
	James Savage-Hanford
	lan Pace
	Shirley McCord
	David Curran
	Esther Weinbergs
	Marco Pollaci
	Karishmeh Felfeli
	Federico Favali
	Marta Riccardi
	Ivan Penev
	David Coggins
	Reuben Phillips
In addition to the above events, a Facebook group was created this year for SMA student members, dedicated to maintaining a community among early career scholars in musicology, sharing academic publications, information on jobs, conferences and other relevant events. The impact ofthe current pandemic on our plans was substantial, but we are committed to keepin the SMA

				third issue (cover date July 2020, Volume 39, No. 2) but it is due to appear in late autumn 2020. It is anticipated that production will catch up with the publication schedule by Spring 2021.Exploring a vast range of analytical topics, the journals support both scholars and students in their advancement ofanalytical knowledge.	third issue (cover date July 2020, Volume 39, No. 2) but it is due to appear in late autumn 2020. It is anticipated that production will catch up with the publication schedule by Spring 2021.Exploring a vast range of analytical topics, the journals support both scholars and students in their advancement ofanalytical knowledge.
				Articles in readership	the journal were read worldwide, with the ofjournal articles significantly exceeding SMA
				membership numbers.
Additional information (optional) You ma choose to include further statements where relevant about Achievements against objectives set Para 1.41 In 2017the SMA undertook a strategic review; this focused on planning for implementation in future reporting periods. In 2017-18,a role descdiption for a Research Officer was created, to further our stated education strategy. This project
					is now underway and is demonstrating significant
					progress in furthering our educational aims and objectives, as detailed above.
Performance offundraising				Para 1.41
activities	against objectives
set
Investment performance				Para 1.41
against	objectives
Other
Financial Review
Review ofthe charity's financial position at the end ofthe period				Para 1.21	Gross income for the year was:f56,761.16. Costs, totaling 659,541.44 have been incurred during the year. The trustees consider the assets ofthe charity adequate to fulfil the obligations of
					the charity.
					6150,778.07 reserves held in NatWest Business
					Reserve account. 618,628.35 held in current
					account at the year-end.
					With regards to the impact ofthe 2020 Covid
					pandemic on the charity's financial projections, there are currently no uncertainties about the
					charity's ability to continue as a growing concern;
					primary income streams remain largely
					unaffected by these global events, while expenditure has curtailed, following the
					postponement of annual conferences and
Statement explaining the policy for holding reserves stating why they are held				Para 1 22	workshops. Reserves are currently held in NatWest Business Reserve account to cover funds for events and bursaries allocated but not yet spent, and for contingency to meet any shortfall in future operations. With the consensus ofthe Trustees, the SMA is in the process ofopenin a second

					reserve account with HSBC. This is better to
					align the charity's financial structure with current
					insurance guidelines, and to ensure constant
					access to funds, thereby safeguarding against any potential issues which have hampered the smooth-running ofthe charity in previous years. The Trustees also plan to expand the work ofthe
Amount ofreserves Reasons for holding	held zero			Para 1.22	charity in line with the strategic objectives during the next financial year. Funds may be needed for this ahead ofreceiving future income; the balance in unrestricted funds can be utilised, therefore, for cash-flow management purposes. A financial controls document and reserves policy have been drafted to clarify financial strategies and obli ations ofthe charit . See above N/A
reserves
Details offund materially deficit			in	Para 1.24	N/A
Explanation ofany uncertainties about the charity continuing as a		going		Para 1.23	There are presently no uncertainties about the charity's ability to continue as a going concern.
concern
Additional information (optional) You ma choose to include further statements where relevant about: The charity's principal sources offunds (including any fundraising) Para 1.47 ~ Income from journal (f54,583 in 2019/20) ~ Memberships (f1,150.90)
					~ Journal subscriptions: f792
Investment policy and objectives including any social investment policy adopted				Para 1.46	investment options are currently under review. Subscription to the NCVO and ISM (Incorporated Society ofMusicians) enacted in 2019/20.
A description ofthe principal disks facing the charity				Para 1.46	The trustees maintain a risk register. This outlines the following principal risks facing the charity. Trustees have begun to implement strategies to mitigate these risks:
					~ Dependence ofEmployees: Role
					descriptions to be produced so that
					trustees can manage the tasks ofthe
					administrator and treasurer should they be unable to operate for a certain period oftime.
					~ Procedural and systems documentation:
					Key policies will be refreshed with
					trustees once policy documentation is
					agreed.
					~ Governance: The skills required of
					trustees will be reviewed and agreed, and
					role descriptions will be drawn up.
					Structural integrity will be incorporated
					into the election process via the
					establishment ofan election panel.

tructure, Governan	ce	and Nla	nagement
Description of charity's			N/A
trusts: Type of governing document		Para 1.25	The CIO is governed by a Constitution, which can be accessed at the following link: htt s://www. sma.ac.uk/sma-constitution/
			The SMA also adheres to a set of Rules, decided
			upon by the Trustees, accessible at the following link: htt s://www. sma. ac.uk/2018/04/sma-rules/
How is the charity			Charitable Incorporated Organisation
constituted? Trustee selection methods including details ofany constitutional provisions e.g. election to post or name of any person or body		Para 1.25	Trustees are elected by the Society's membership and the process is overseen by two independent scrutineers. The election process is outlined in full in the Charity's Constitution: htt s://www. srna.ac.uk/sma-constitution/
entitled to appoint one or more trustees			At any one time the SMA must have not fewer than three, nor more than twelve, elected
			trustees, and there must not be more than two ex
			officio trustees.
Additional information (optional) You ma choose to include further statements where relevant about Policies and procedures adopted for the induction and training oftrustees Para 1.51 Upon election, Trustees are made aware ofthe Charity's Constitution and Rules; regular trustee meetings guide trustees in their duties. In the last reporting period, a training document/handbook
			was created.
The charity's organisational structure and any wider network with which the charity works		Para 1.51	The Charity is overseen by the SMA Trustees, who manage the affairs ofthe CIO, and for that purpose may exercise all the powers ofthe CIO. Trustees take on different roles within the Society, including responsibility for areas including outreach, communications and events. In addition to the trustees (one ofwhom acts as
			an elected President), the charity is supported by
			additional officers as follows:
			Additional Officers:
			~ Administrator: Dr James Savage-Hanford
			(from April 2020 —present)
			~ Diversity Officer; Dr Anne Hyland
			~ Treasurer: Dr Ross Edwards (from 6 April
			2019 —present)
			~ Postgraduate Student Representatives:
			Yvonne Teo, Bozhidar Chapkanov
			In addition to the trustees and additional officers,
			the SMA has the following sub-committees:

ames ofthe charity tru	stees who manage t	stees who manage t	he charity	he charity
Trustee name	Office (ifany)		Dates acted ifnot for whole year		Name ofperson (or body) entttled to appoint trustee
					ifan
Dr Kenneth Forkert- Smith Dr Christopher	President (from 31.07.2019)		President (from 31.07.2019)		SMA Membership
Dromey					SMA
Dr Shay Loya			Stepped	down as	Membership SMA
Professor Matthew Riley (ex officio)			Trustee 30.09.2020 From 01.04.2019		Membership Music Analysis Editorial Board
					(a Sub-
					Committee of
					the SMA Board
Professor Julian Horton			Stepped down as President 31.07.2019		ofTrustees) SMA Membership
Dr Christopher Tarrant
					SMA
Dr Esther Cavett					Membership
					SMA
					Membership