## **Trustees' Annual Report for the period** ||Period start date|Period start date|||Period end date|| |---|---|---|---|---|---|---| |**From**|01|July|2020|**To**|30
June|2021| ## Section A Reference and administration details **Charity name** Oxford Orpheus **Other names charity is known by Registered charity number (if any)** 1169023 **Charity's principal address** 1 Bedford Street Oxford Oxfordshire **Postcode OX4 1SU** ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Leonora Pitt|Chair||| ||David Feeny|Treasurer||| ||Jacqueline Ferguson|||| ||Ingrid Lunt|Minutes Secretary||| ||Andrew Button|Administrator||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** **TAR** March **2012** 1 |**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**| |---|---|---| |||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |||| ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document Constitution - (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company) Appointed by the charity (Oxford Orpheus) Trustee selection methods (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **The objects of the CIO are:** **Summary of the objects of the charity set out in its governing document** **1.** The promotion of the art of choral music for the public benefit through its study and practice and by public performance. **2.** Such charitable purposes for the public benefit as are exclusively charitable according to the laws of England and Wales as the Trustees may from time to time determine. **TAR** March **2012** 2 **The trustees having had regard to the guidance issued by the Charity Commission on public benefit, the main activities undertaken were:** **1.** There were no activities undertaken due to the Covid-19 pandemic. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** ## **Additional details of objectives and activities (Optional information)** ## **Charitable Donations Policy** 1. Trustees must agree, at their first meeting after the annual concert, the amount to be released to the Trust’s chosen charity taking into account the appropriate level of reserves. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. 2. The charitable donation amount agreed will always include the concert day collection; as well as any donations received by the Trust which are clearly intended to be passed to the chosen charity. 3. To the extent that it can be achieved within the agreed financial reserves, revenue from the sale of concert tickets (except for those sold at a discount to members) should also be included within the charitable donation. 4. Revenue from membership fees will normally be required to meet the Trust’s operating costs. **TAR** March **2012** 3 Section D Achievements and performance **Summary of the main achievements of the charity during the year** The charity’s two main achievements were as follows: 1. Despite there being no activities due to the Covid-19 pandemic, the Trustees continued to meet virtually by Zoom, in order to monitor the situation and decide whether any activity would be possible. It was ultimately decided that no activities would take place in this year. **TAR** March **2012** 4 ## **Section E Financial review** ## **Reserves policy** ## **Brief statement of the** - **charity’s policy on reserves** 1. The purpose of the reserves policy is to ensure the financial sustainability of Oxford Orpheus Trust. 2. Assessing the appropriate level of reserves requires review of: − forecasts for future levels of income, taking into account the reliability of each source of income; - forecasts for future levels of expenditure on the basis of planned activity, including any needed investment projects; - analysis of any identifiable risks and their potential impacts and consequences. 3. The treasurer is responsible for providing supporting calculations to help trustees to agree the relevant level of reserves, which – at a minimum – should be set at 5% of annual operating expenditure plus any planned investment project costs. **Details of any funds materially in deficit** N/A ## **Further financial review details (Optional information)** You **may choose** to include The only source of funding was donations. additional information, where relevant about: The only expenditure was on marketing and administration. - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **TAR** March **2012** 5 **Signed on behalf of the charity’s trustees** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc) **
**Date**||| |---|---|---| |||| ||Leonora Pitt|Andrew Button| ||
Chair|Administrator| ||8 March 2022|| ||8 March 2022|| **TAR** March **2012** 6 OXFORD ORPHEUS TRUST Charitable Incorporated Organisation - Registered Charity Number 1169023 ACCOUNTS I JULY 2020- 30JUNE 2021 Income and Expenditure Account 2021 2020 Income Membership fees & concert income Gift Aid on fees & donation5 Donatlons Received 9,916.30 1,443.10 1,191.71 576.61 576.61 12.551.11 Expenditure Musicians Venue hire Marketing and administration Amortization of Investment Charitable Donation 3,535.39 3,925.61 2,142.24 720.00 3.500.00 191.40 191.40 13,823.24 Surplus/{Deficit) for the year 385.21 (1,272.13) Balance Sheet as at 30June 2021 Current Assets Cash at Bank Pre-payments Creditors 304-2021 2,507.15 1.223.50 30-6-2020 2,279.13 1.223.50 157.19 Net Current Assets 3,730.65 3,345.44 Infrastructure Investment Total Assets 3,730.65 3,345.44 Approved Leo Pitt Ichairl David Feeny (Treasurer)