## **Trustees’ Annual Report for the period**
## **From 1-Sep 2022 To 31-Aug 2023**
## **Charity name: The Society for Music Analysis**
## **Charity registration number: 1168650**
## **Objectives and Activities**
||SORP
reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|As stated in the Constitution of The Society for
Music Analysis (SMA), the Charity’s purpose is:
‘The advancement of education in music theory
and analysis for the public benefit, in particular,
but not exclusively, by the dissemination of the
latest scholarly research.’|
|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 Society for Music Analysis provides
services to advance the field of music theory
and analysis. The Charity is affiliated with the
journal_Music Analysis_, and organises a regular
programme of events including the annual Music
Analysis Conference (‘MAC’), the Theory and
Analysis Graduate Students (TAGS)
Conference, the Music Analysis Summer
School, and other study days and workshops.
The Society for Music Analysis also produces
online resources.
The Charity provides services to advance the
education of all 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 of events 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 of research and education
in music theory and analysis that would not
otherwise happen, and support the free
exchange of ideas. 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/fourday 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 Moscow). These are presently run by a consortium of 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 of other music societies, and are members of the Music Research Consortium, which aims to discuss a broad range of topics, including issues that are crucial to the sustenance of the 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 of the 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 continued working 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 of music theory and analysis as undergraduate curriculum 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 of outreach programmes and the creation of freely available teaching materials; 6) to encourage and foster the professional status of the 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 of music 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 MusicHE – formerly the National Association for Music in Higher Education [NAMHE], The Associated of the Royal Schools of Music [ABRSM] and the Royal Musical Association [RMA]), and developing educational materials that can be disseminated to schools and music providers. To this end, at the very start of the current reporting period the Society invited applications for and successfully appointed a new Widening Participation officer (Dr James Olsen), to help further these aims. In the coming year we also hope to launch our free open-access music theory course, aiming to offer a crash course in music theory for pre-university entrants. In addition we are developing a ‘wiki’ of online resources.
|||The society remains a corporate member of the
ISM (Incorporated Society of Musicians) and
NCVO (National Council for Voluntary
Organisations).|
|---|---|---|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|In preparing this report and carrying out their
duties, Trustees of the Charity have had regard
to the Charity Commission’s guidance on public
benefit.|
**Additional information (optional)** You may choose to include further statements where relevant about:
||SORP reference||
|---|---|---|
|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
of the Society for Music Analysis, and have
been so for a period of at least six months
prior to submitting their application. Full
eligibility criteria can be found at:
http://www.sma.ac.uk/grants/development/.
Our policy on the award of Bursaries states
that applicants must be a student member
of the 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:
http://www.sma.ac.uk/grants/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 made by
volunteers|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 of our student members.|
## **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|Achievements in the present reporting period include:
**Election of Trustees and Appointment of Officers**
In this seventh reporting period as a Charity, The Society
for Music Analysis held its seventh AGM online and
seventh election of trustees. 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 of the Society were
invited to apply to become trustees. Four trustees were
elected and re-elected through this exercise: Dr Sarah
Moynihan, Dr. James Olsen, Professor Peter Smith, and Dr
Christopher Tarrant.
**Events**
●
Our ‘MAC’ in Oxford took place in summer 2023
●
TAGS took place in Liverpool University, with Prof.
Jennifer Iverson and Prof. Steven Rings as
keynotes in April 2023
●
Popular Music Theory & Analysis summer school in
Liverpool, took place Summer 2023
In the present reporting period, the SMA ran or collaborated
in the following further events:
Colloquium series:
•
Beginning in February 2022, the Society
inaugurated an online Colloquium Series, with
invited guest speakers. The 2023 season was
comprised of seven talks, taking place monthly.
The following student-run events:
•
Discrete Fourier Transform Workshop – 28 October
2023: Hosted at the Royal College of Music by Dr
Oliver Chandler and Isabella Thorneycroft
•
The Postgraduate Writing Club took place online on
14 June 2023
**_Music Analysis_Journal**
Our linked journal_Music Analysis_published 3 issues in the
present reporting period: Volume 41, No. 3; and Volume 42,
Nos. 1 & 2.
Exploring a vast range of analytical topics, the journals
support both scholars and students in their advancement of
analytical knowledge. Articles in the journal were read
worldwide, with the readership of journal articles
significantly exceeding SMA membership numbers**.**|
|---|---|---|
**Additional information (optional)** You may choose to include further statements where relevant about: Achievements against Para 1.41 objectives set Performance of fundraising Para 1.41 activities against objectives 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|Gross income for the year was: £69,812.35.
Costs, totalling £54,888.13 have been incurred
during the year. The trustees consider the assets
of the charity adequate to fulfil the obligations of
the charity.
£152,226.04 reserves held in NatWest Business
Reserve account. £47,070.82 held in current
account at the year-end.
There are currently no uncertainties about the
charity's ability to continue as a growing concern;
primary income streams remain stable , while
expenditure has returned to a level
commensurate with that prior to the Covid-19
pandemic .|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|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 of the Trustees,
the SMA will restart the process of opening a
second reserve account with HSBC, which had
been disrupted during the pandemic. 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 of the charity in
previous years. The Trustees also plan to expand
the work of the charity in line with the strategic
objectives during the next financial year. Funds
may be needed for this ahead of receiving 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 maintained and will be
updated in 2023/24 to clarify financial strategies
and obligations of the charity.|
|Amount of reserves held|Para 1.22|See above|
|Reasons for holding zero
reserves|Para 1.22|N/A|
|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 presently no uncertainties about the
charity’s ability to continue as a 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|●Income from journal (£58,116 in 2022/23 )
●Memberships (£1,341.80 )
●Journal subscriptions (£522.46 )|
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|Investment options are currently under review.
Subscription to the ISM (Incorporated Society
of Musicians) continues in 2022/23 .|
|A description of the principal
risks facing the charity|Para 1.46|The trustees aim to develop a risk register in
2022/23. This outlines the following principal risks
facing the charity. Trustees aim to implement
strategies to mitigate these risks:
●Dependence of Employees: Role
descriptions to be produced so that
trustees can manage the tasks of the
administrator and treasurer should they
be unable to operate for a certain period
of time.
●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 of an election panel.
We aim to develop a complaints policy, a code of
conduct for members, and a policy on social
media in 2023/24 in consultation with other
societies across the HE sector.|
## **Structure, Governance and Management**
|Description of charity’s
trusts:||N/A|
|---|---|---|
|Type of governing
document|Para 1.25|The CIO is governed by a Constitution, which can
be accessed at the following link:
https://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:https://www.sma.ac.uk/2018/04/sma-rules/|
|How is the charity
constituted?|Para 1.25|Charitable Incorporated Organisation|
|Trustee selection methods
including details of any
constitutional provisions|Para 1.25|Trustees are elected by the Society’s
membership and the process is overseen by two
independent scrutineers. The election process is|
|e.g. election to post or
name of any person or body
entitled to appoint one or
more trustees||outlined in full in the Charity’s Constitution:
https://www.sma.ac.uk/sma-constitution/
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 may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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||Upon election, Trustees are made aware of the
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 of the CIO, and for that
purpose may exercise all the powers of the CIO.
Trustees take on different roles within the
Society, including responsibility for areas
including outreach, communications and events.
In addition to the trustees (one of whom acts as
an elected President), the charity is supported by
additional officers as follows:
**Additional Officers:**
●Administrator: Dr James Savage-Hanford
(from April 2020 – Oct 2023)
●Diversity Officer: Dr Genevieve Arkle
●Treasurer: Dr Ross Edwards (from 6 April
2019 – Oct 2023)
●Widening Participation Officer: Dr James
Olsen (from September 2022 – present)
●Postgraduate Student Representatives:
Bozhidar Chapkanov (to July 2022),
Marta Riccardi (to Sept 2023)
Rebekah Donn (from Sept 2022)
In addition to the trustees and additional officers,
the SMA has the following sub-committees:
Music Analysis Editorial Board
Chair: Prof. Matthew Riley
Editor: Prof. Edward Venn
Associate Editor: Dr Anne Hyland
Critical Forum Editor: Dr Chris Stover
Board Members: Dr Anne Hyland, Dr David
Bretherton, Dr Ben Earle, Prof Julian Horton, Dr
Nicole Grimes, Dr Matthew Riley, Prof. Kenneth
Forkert-Smith, Prof. Edward Venn, Dr Benedict
Taylor, Prof. Laura Tunbridge, Prof. Elizabeth
Eva Leach, Dr Shay Loya
Representation on EuroMAC Committee
Prof Kenneth Forkert-Smith|
## **Reference and Administrative details**
|Charity name|The Society for Music Analysis|
|---|---|
|Other name the charity uses|SMA|
|Registered charity number|1168650|
|Charity’s principal address|The Society for Music Analysis
Armstrong Building,
Queen Victoria Road,
University of Newcastle Upon Tyne
Claremont Road
NEWCASTLE UPON TYNE
NE1 7RU|
**Names of the charity trustees who manage the charity**
|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person**
**(or body) entitled**
**to appoint trustee**
**(ifany)**|
|---|---|---|---|
|||||
|Dr Kenneth Forkert-
Smith|President (from
31.07.2019 to
8.7.23)|President (from
31.07.2019 to 8.7.23)|SMA
Membership|
|Dr Christopher Tarrant|President (from
8.7.23)|President (from 8.7.23)|SMA
Membership|
|Dr Christopher
Dromey||To 08.07.23||
|Professor Matthew
Riley (ex officio)|||Music Analysis
Editorial Board
(a Sub-
Committee of
the SMA Board
of Trustees)|
|Professor Julian
Horton|||SMA
Membership|
|Professor Peter Smith||From 08.07.23|SMA
Membership|
|Dr Esther Cavett|||SMA
Membership|
|Dr Ian Pace|||SMA
Membership|
|Dr. James Olsen||From 08.07.23|SMA
Membership|
|Dr Sarah Moynihan|||SMA
Membership|
|Dr Oliver Chandler|||SMA
Membership|
|Dr Genevieve Arkle|||SMA
Membership|
> [Mr Mark Richards ] SMA Membership
> [Dr Daniel Walden ] SMA Membership ~~a~~ **Additional information (optional) Names and addresses of advisers (Optional information)**
**Type of Name Address adviser** Charity Frances Wilde FCCA Warner Wilde Limited, 4 Marigold Drive, Bisley, Surrey, Advisor MBA DChA PgDip GU24 9SF ~~a~~
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** Dr Oliver Chandler **Full name(s)** Dr Christopher Tarrant **Position (eg** Trustee & President Trustee **Secretary, Chair, etc) Date** 03.06.2024 ~~_—~~
## **Independent examiner's report on the accounts**
## **Section A**
**Independent Examiner’s Report**
**Report to the trustees/** The Society for Music Analysis **members of**
**On accounts for the year** 31 August 2023 **Charity no** 1168650 **ended (if any) Set out on pages**
1 and 2
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31 August 2023** .
- **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”) .
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent examiner's statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
- accounting records were not kept in accordance with section 130 of the Act or
- the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
**Signed: Date:** 24 June 2024 ~~a~~ **Name:** FJ Wilde ~~Pe~~ **Relevant professional** FCCA DChA MBA **qualification(s) or body (if any): Address:** 4 Marigold Drive Bisley Surrey GU21 4SF
**Section B Disclosure** ~~ee~~ Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
1
**October 2018**
**IER**
**Give here brief details of any items that the examiner wishes to disclose** .
2
**October 2018**
**IER**
## **1 September 2022 – 31-Aug-2023**
|**Starting Balance (1-Sep-22)**||||**£184,372.64**|
|---|---|---|---|---|
|**Closing Balance (31-Aug-23)**||||**£199,296.86**|
|**INCOME**|||**2021**|**2023**|
|Donations and legacies|Donation||£0.00|£0.00|
||Fundraising||£0.00|£0.00|
|Investments|Bank interest||£15.20|£1,362.28|
|Charitable activities|Events||£0.00|£8,469.81|
||Journal subscriptions||£963.16|£522.46|
||Journal income||£48,661.00|£58,116.00|
||Memberships||£1,389.28|£1,341.80|
|Other|Other receipts||£0.00|£0.00|
|||**Total income (excl. transfers):**|**£51,028.64**|**£69,812.35**|
|**EXPENDITURE**|||**2021**|**Actual**|
|Bursaries & Grants|Awards||£0.00|£100.00|
||Bursaries||£80.00|£1,501.72|
||Development fund||£0.00|£697.86|
|Events|Events||£796.71|£12,059.60|
||Outreach||£220.00|£2,046.49|
|Website|Website||£296.28|£468.28|
|Charitable activities|Administration||£444.68|£0.00|
||Charity advice||£1,350.00|£0.00|
||Trustee indemnity insurance||£413.87|£418.87|
||Journal expenses||£540.00|£0.00|
||Stipends||£37,292.12|£33,220.00|
||Trustee & officer expenses|Trustee & officer expenses|£514.82|£4,375.31|
||**Total expenditure (excl. transfers):**||**£41,948.48**|**£54,888.13**|
|**Transfers between accounts**||||**£0.00**|
|**Total Balance**||||**£199,296.86**|
|**Net Profit**||||**£14,924.22**|
|**Account Balances (31-Aug-23)**|||||
|NatWest Community||||£47,070.82|
|NatWest Business Reserve (Savings)||||£152,226.04|
|PayPal||||£0.00|
|**Signature(s)**|||||
|**Full Name(s)**|Dr Christopher Tarrant|Dr Oliver Chandler|
|---|---|---|
|**Position**|President and Trustee|Trustee|
|**Date**|3 June 2024||