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← The Society For Music Analysis

2024-08-31-accounts

Trustees’ Annual Report for the period

From 1-Sep 2023 To 31-Aug 2024

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/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 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 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. We also maintain a
website that provides updates on events,
awards, and other activities of the Charity.
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 Music Mark
[incorporating MusicHE], 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.
The society remains a member of the NCVO
(National Council for Voluntary Organisations).
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
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.

Commission 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		 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
the
circumstances
of its
beneficiaries
and any wider
benefits to
society as a
whole.		 re-election, and members of the Society were invited to
apply to become trustees. Three trustees were elected and
re-elected through this exercise: Dr Annika Forkert-Smith,
Prof. Kenneth Forkert-Smith, Prof. Ian Pace
Events
●
Our ‘MAC’ in Edinburgh took place in summer 2024
●
TAGS took place in Oxford University, with Dr
Robert Komaniecki nd Dr Anabel Maler and as
keynotes in April 2024
●
Popular Music Theory & Analysis summer school in
Liverpool, took place Summer 2024
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 2024 season was
comprised of six talks, taking place monthly.
The following student-run events:
● Music Analysis Summer School, 30 June 2024 with
Prof. janet Schmalfelds and Prof. Yoel Greenberg.
● ‘Beyond Corpus Study’ workshop in collaboration
with the University of Toronto, 29 November 2024
_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

Review of the charity’s
financial position at the end
of the period		 Para 1.21 Gross income for the year was: £58,262.18.
Costs, totalling £77,121.84 have been incurred
during the year. A loss was incurred due to a)
greater than usual expenditure relating to Events
b) a decrease in publisher income. Despite this,
the trustees consider the assets of the charity
adequate to fulfil the obligations of the charity.
£154,448.05 reserves held in NatWest Business
Reserve account. £25,989.15 held in current
account at the year-end.
Whilethere are currently no uncertainties about
the charity's ability to continue as a growing
concern, the Society has begun to take steps to
ensure expenditure remains stable and within a
contained budget, to counteract the unexpected
fall in its primary income stream. This will be
monitored closely in the coming reporting year.
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 begin the process of opening a
second reserve account with Charity Bank as well
as reinvesting funds through the CCLA (Charities,
Churches, and Local Authorities) Investment
Fund. This is better to align the charity’s financial
structure with current insurance guidelines,
simultaneously demonstrating a commitment to
ethical investment, and ensuring constant access
to funds, thereby safeguarding against any
potential issues which have hampered the
smooth-running of the charity in previous years.
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:		 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:

The charity’s principal
sources of funds (including
any fundraising)
Para 1.47
● Income from journal (£41,359 in 2023/24 )
● Memberships (£1,715.68 )
● Journal subscriptions (£203.23 )
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46 Investment options are currently under review,
with the aim of creating investments with the
CCLA (Charities, Churches, and Local
Authorities) Investment Fund.
A description of the principal
risks facing the charity		 Para 1.46 The trustees aim to update their risk register in
2024/25. 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
e.g. election to post or
name of any person or body
entitled to appoint one or
more trustees		 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:
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:

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 Yvonne Teo (from
October 2023 – Present)
● Treasurer: Dr James Savage-Hanford
(from October 2023 - Present – Oct 2023)
● Postgraduate Student Representatives:
Rebekah Donn (from Sept 2022)
Ardi Echevarria (from Oct 2023)
In addition to the trustees and additional officers,
the SMA has the following sub-committees:
Music Analysis Editorial Board
Chair: Dr. Shay Loya
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. Graham Hunt
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
(if any)
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
SMA
Membership
Dr Ian Pace
Dr. James Olsen From 08.07.23
SMA
Membership
Dr Sarah Moynihan SMA
Membership
Dr Oliver Chandler SMA
Membership
Dr Genevieve Arkle SMA
Membership
To 03.07.24

Dr Daniel Walden		 To 03.07.24
SMA Membership
Dr. Annika
Forkert-Smith		 From 03.07.24
SMA
Membership
Mr Mark Richards
To 03.07.24
SMA Membership

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 ~~ee ee~~

Declarations

The trustees declare that they have approved the trustees’ report above.

==> picture [460 x 161] intentionally omitted <==

----- Start of picture text -----
Signed on behalf of the charity’s trustees
Signature(s)
Dr Oliver Chandler
Full name(s) Dr Christopher Tarrant
ee ee
Position (eg Trustee & President Trustee
Secretary, Chair, etc)
ee ee
Date
16.05.2025
: |iigle | OChandlan
----- End of picture text -----

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 2024 Charity no 1168650 ended (if any) Set out on pages I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 August 2024 .

1 and 2

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:

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:23 June 2025
~~ee~~		 Date:23 June 2025
~~ee~~
Name: FJ Wilde
Relevant professional FCCA DChA MBA
qualification(s) or body
(if any):
Address: 4 Marigold Drive
Bisley
Surrey GU21 4SF

October 2018

1

IER

The Society For Music Analysis - 1168650
1 September 2023 – 31-Aug-2024
StarBng Balance (1-Sep-23)
£199,296.86
Closing Balance (31-Aug-24)
£180,437.20
INCOME
Previous year
Forecast
Actual
Dona%ons and legacies
Dona%on
£0.00
£0.00
£0.00
Fundraising
£0.00
£0.00
£0.00
Investments
Bank interest
£1,362.28
£15.60
£2,222.01
Charitable ac%vi%es
Events
£8,469.81
£8,000.00
£12,762.26
Journal subscrip%ons
£522.46
£850.00
£203.23
Journal income
£58,116.00
£48,661.00
£41,359.00
Memberships
£1,341.80
£1,300.00
£1,715.68
Other
Other receipts
£0.00
£0.00
£0.00
Total income (excl. transfers):
£69,812.35
£58,826.60
£58,262.18
EXPENDITURE
Previous year
Budget
Actual
Bursaries & Grants
Awards
£100.00
£2,000.00
£1,100.00
Bursaries
£1,501.72
£2,000.00
£1,225.34
Development fund
£697.86
£1,500.00
£685.74
Events
Events
£12,059.60
£5,500.00
£24,138.50
Outreach
£2,046.49
£220.00
£1,875.00
Website
Website
£468.28
£283.88
£296.68
Charitable ac%vi%es
Administra%on
£0.00
£400.00
£910.01
Charity advice
£0.00
£1,050.00
£2,112.34
Trustee indemnity insurance
£418.87
£413.87
£418.92
Journal expenses
£0.00
£900.00
£0.00
S%pends
£33,220.00
£33,250.00
£34,785.00
Trustee & officer expenses
£4,375.31
£5,000.00
£9,574.31
Total expenditure (excl. transfers):
£54,888.13
£52,517.75
£77,121.84
Transfers between accounts
£0.00
Total Balance
£205,605.71
£180,437.20
Net Profit
£6,308.85
-£18,859.66
Account Balances (31-Aug-24)
NatWest Community
£25,989.15
NatWest Business Reserve (Savings)
£154,448.05
PayPal
£0.00

Signature(s): Full Name(s): Dr Christopher Tarrant Dr Oliver Chandler Position: President and Trustee Trustee