2024-06-30-accounts

Trustees' Annual Report for the period

Period start date Period end date 01 July 2023 30 June 2024 From To

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

Registered charity number (if any) 1169023

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)
Leonora Pitt	Chair
David Feeny	Treasurer
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 ~~———<—~~

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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

Constitution

Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted

• (eg. trust, association, company)

Trustee selection methods

Appointed by the charity (Oxford Orpheus)

• (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

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Wales as the Trustees may from time to time determine.

The trustees having had regard to the guidance issued by the Charity Commission on public benefit, the main activities undertaken were:

1. Holding a whole day rehearsal workshop and performance in September 2023 on Puccini’s Messa di Gloria. This was led by an eminent and inspirational conductor (Robert Dean, Professor of Voice at The Guildhall School of Music and former Principal Conductor of the Scottish National Opera). The workshop was attended by 57 singers and an audience for the performance of approximately 20 people.

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)

2. Holding a whole day rehearsal workshop in January 2024 on Brahms’ German Requiem and Dvorak’s Te Deum. This was once again led by Robert Dean. The workshop was attended by 136 singers and was considered a great success by all concerned.

3. Holding a further whole day rehearsal workshop in February 2024 with Robert Dean, followed by a public performance of Brahms’ German Requiem and Dvorak’s Te Deum in Oxford Town Hall, featuring (in addition to the Oxford Orpheus choir) young professional soloists who are at the early stage of their careers. The concert involved 140 choral singers and a full orchestra. There was a retiring collection in aid of the Oxford International Song Festival Schools Project, to whom Oxford Orpheus also made a grant.

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.

• 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.

• 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.

• Revenue from membership fees will normally be required to meet the Trust’s operating costs.

All three days activities were facilitated by a group of volunteers performing many ‘back of house’ supporting activities, including provision of refreshments, audience ticket sales for the concert and promoting the

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work of the Oxford International Song Festival Schools Project.

Section D Achievements and performance

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Section D Achievements and performance

• Summary of the main The charity’s two main achievements were as follows:

• achievements of the charity during the year 1. The staging of a highly successful workshop on Puccini’s Messa di Gloria and a concert performance of Brahms’ German Requiem and Dvorak’s Te Deum to a sizeable audience of approximately 215 people, bringing musical education to approximately 195 performers over the three workshops.

• Having covered all our costs incurred in staging the workshops and the concert performance, we were also able to make a charitable donation in the sum of £2,200 to the Oxford International Song Festival Schools Project.

Section E Financial review

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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.

1. 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 main sources of funding are membership fees (including Gift Aid additional information, where where appropriate) and ticket sales for the concert performance. relevant about:

• the charity’s principal The main areas of expenditure are musician costs (Musical Director,

• sources of funds (including Accompanist and Soloists) and venue hire. These are both

• any fundraising); necessary to achieve the key objectives of: the promotion of the art

• how expenditure has of choral music through its study and practice and by public supported the key objectives performance and; supporting charitable purposes for the public of the charity; benefit.

• 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.

Signed on behalf of the charity’s trustees

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Signature(s) Full name(s) Leonora Pitt Andy Button ~~ee~~ Position (eg Secretary, Chair Administrator Chair, etc) ~~ee~~ Date 25 September 2024 ~~P|~~

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OXFORD ORPHEUS TRUST Charitable Incorporated Organisation - Registered Charity Number 1169023 ACCOUNTS I JULY 2023- 30 JUNE 2024 Income and Expenditure Account 2024 2023 Income Membership fees & concert income Donations Received Gift Aid on fees & donations 12,618.29 1,442.97 2,140.68 8,519.47 1,298.44 1,313.46 16,201.94 11,131.37 Expenditure Musicians Venue hire Marketing and administration Charitable Donation 4,275.04 5,442.47 2,675.92 2,200.00 3,866.45 3,869.66 1,683.03 1,800.00 14,593.43 11.219.14 Surplus/{Deficit) for the year 1.608.51 (87.77) Balance Sheet Current Assets Cash at Bank Debtors Pre-payments Creditors 30-6-2024 2,666.65 30-6-2023 1,238.14 0.00 1,496.00 0.00 1,676.00 Net Current Assets 4,342.65 2,734.14 Total Assets 4,342.65 2,734.14 Approved Leo Pitt {Chair) David Feeny (Treasurer) I have examined the Income and Expenditure Account and the Balance Sheet, and am satisfied that they are in accordance with books, bank statements, and other information supplied to me. ms MA FIA FIC CMC kn14-