' J PHOENIX -Ji CHOIII TRUSTEES ANNUAL REPORT for the period from 1st Sept 2023 to 3151 August 2024 OF LTrAIVLEY TRUSTEES SERVING DURING THE PERIOD: all committee members are trustees Chair: Secretary.. Trea5ureT: Other trustees: Michael Head Angela Flnn Kathryn Wakeling Robin Spencer Jennifer Bolt (to 12.10.231 Anne Thomas (from 12.10.23) Rachel Clark (from 12.10.23) Anne McQuade Yvonn8 Seelayah Janice Heaysman (from 12.10.23) Structure, governance. and management= The Phoenix Choir of Crawley (hereinafter referred to as the Society) is a registered charlty (registration number 1169875), formed in 2016 by the merger of existing choirs. The Society is governed by its Constitution and Rules. The eighth annual general meeting was held 12th October 2023. The trustees are appointed by the rnembers in accordance wrth the Constitution and Rules of the Society. All committee members are also trustees. The business of the Society is managed by the commitiee, with committee meetings held at least six tim8s each ye8r. The committee is responsible lor the overall financial running of the Society. Objectlves and actlvltles: The objects of the Society are to advance. improve. develop and maintsin public education In, and appreciation of, tha art and science of music in all ils aspects by any means the Irustees see fit, including through th8 presentation of public concerts and r8Citals. Achi8vam8nts: We continue to perform a range of music, in an effort to appeal to as many people as we can. Our third lour in November 2023 was another big success, performing Faure's Requiem in lovely churches In Warwick and Leamingtcn Spa. Chrlstmas 2023 saw us able to increase our community carol singing, singing at two care hornes, the new HospiGe and the Mayor's carol service, as well as at Sl Mary's Southgate and County Mall. We again held a short free Thursday concert at St Andrew's. wilh the retiring collection and raffle raising a wonderful £555 for Moonstones. In March 2024 we hekl an aftemoon concert of "Family Favourites.. This was% bit of an ambitious leap into the unknown for us. in terms of repertoire and how to appeal to all g8n8rations in a single concert. A number of the things we tried, notably the teddy bears and balloons along with the rainbow-sequenGed choir seating, conrkrt dress and afternoon stsrt were very well received. and it was great lo see so many people coming to a Phoenix concert for the first time. Our summer tenn featured another first for us. namely inviting a composer to host a workshop for us. Bob Chilcott led an ex￿lIent day for us, ably assisted by our accompanist, Gina. 2nd built a real enthusiasm lowards the concert featuring two of his pieces and a range of other rnusic from composers of our tlme. Financial Review: Phoenix Choir of Crawley started and end8d the season in a strong financial position, with good reserves. The attached accounts show an unrestricted surplus over the year of £11 ,418. with our unrestricled reserves inueasing to £64,7918t 31 August 2Q24. The main item giving n'se to the surplus was fundraising income of £14.125 re￿iVed from the Crawley Communily Shop, being our share of the shop surplus based on the many hours worked at the shop by our volunteers, The trustees intend to keep our subscriptions and ticket prices affordable, and to continue to invest in high quality concerts, and other musical activitiés such as workshops and tours, for the benefit of our members and the public. We will continue to sustain the choir by seeking lo attract new singers and audience, and by being activ8 in the local community. The trustees declare that they have approved the trustees report above. Signed on behalf of the charity's truslees". Signature: Name,. Michael Head, Chairman Signature: Name.. Angela Finn, Secretary Date: Date: CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examlnerfs report on the accounts Soclioii A Iiiclei)eii(leiit Exainiiicr s Report Report to the tru5teo81 mémbers of Cl I'lly N.- nie 2024 £7.000.00 - £80.00 £66.00 I Subscrlptlon5 2 Grants and Sponsorship 3 Donations 4 Workshop Receipts £7,230.00 £575.00 £145.50 £1,180.01 £210.00 £7,356.00 £0.00 TOTAL. Glfts, Donatlon$.other voluntary rocelpts £9.130.51 £0.00 £5.223.fy) - £986,00 - 5 Box Office 6 Programme l Refreshment Sales Raffle and Charity Collection for December Concerts 12022- Crawiey Open House / December 2023 7 Moon5tonesl 8 Choli Nuslc Hlre & Purchase 9 Fundialsing- Cr8w18yCommunity Shop 9 Fundraising- Rehearsal Raffles & Refreshments £3,398.00 £136.20 £508.00 - £1,144.00 - £19,259.00 £40.QO - £615.68 £1,239.00 £14,124.75 £720.22 227,160.00 £0.00 TOTAL: Tradlng Aetlvlte £20.233.85 £0.00 10 Gift Ald 11 Social Events £8.480.00 12 Tour payments from parriclpants £0.00 £1,190.00 £422,00 E2,631.80 £422.00 £8.480.00 TOTAL: Other Recelpls £1,190.00 £2,631.80 £i,oii.00 13 Interest earned Isantanderl 13 Interest earned {Natlonwldel 13 Interest earned {CCLA Investments) TOTAL: Re¢elpts eamed from assets £87.44 £788.74 £546.48 £i.oii.00 Éo.00 £1,422.66 £0.00 £16,690.00 £8A80.00 TOTAL RECEIPTS 231.9TI.02 É2A31.80 2022.23 TOTAL £2$17QOO Comblned total receipts £34,608.82 .Pa G&n•r81 Fund Toui Fund G•n•ral Fund T•wr Moi•s 2022.2023 2022.2023 2023-2024 2021-2024 Rehearsals 14 Rehearsals- Venue Hire 15 Rehe£rsaLs- Conductor 16 Flehearsal - Accompanist £3,040.00 £3.470.00 £2.668.00 E2,880,00 £3,535.00 £2,684,00 £9,178.00 £0.00 TOTAL. Rehearsals £9,099.00 £O.QD oncerts 17 Concerts-venue Hire 18 Concerts. Conductor Concerts- Professional Nuslclan Fees (including page 19 iurnerl 20 Concerts. Instfumnental Music Hwe 21 Concerts- Programme Printing 22 Concerts- Admln and Expenses £1,500.00 £1.535.00 - 340.00 £1,270.00 £6,807.00 £268.00 - £293.00 - £148.00 É2.267.13 £2,60 £0.00 £42.00 £10.551.00 £0.00 TOTAL. Concerts £3,921.63 £0.00 Ixher Costs 23 Workshop 24 Equipment 25 Cholr Musle (Hire and Purchase) 26 Communlty Ev8nts TOTAL: Other Costs £970.00 - £297.00 - £1.262.00 - £180.00 £1,782.14 £259.98 £1,981.44 £90.00 É2,709.00 £0.00 £4,113.58 £2,329.00 £153.00 £808.00 £120.00 - £161,00 27 Concert & other publicity 28 ConcertAudience refreshmenis 30 Subscripfions , Insurance, PRS 31 Cornmittee Administration 32 Card Machine fees £1,515.07 £102.84 £832.01 £163.50 £113,95 £3,571.00 £0.00 TOTAL. pubuelty, lundralslng, management, admln É2.717.37 Éo.00 33 Tour Refunds £2.750.00 34 Tour Costs 35 Social Events - Venuè Hlre 36 Social Events - Catering 37 Charitable Donations {2022- Qawiey Open House l Deceml)er 2023 Moonstonesl 38 Gifts (including for professionals from concerts) TOTAL.. Other Payments £190.00 £9,369.00 183.00 £122.00 £273.lyJ £255.15 £329.23 £555.00 £31.00 £72.88 £15,400.00 E2.750.00 .00 É1.212.26 t9.559.00 TOTALPA¥￿￿s £29,368 TOTAL PAYMEN £21,063.a2 £9.559.00 2Wd2Q3 Comblned total payments.. £30,62182 Total receipts from 0110912023 to 3110812024 Total payments from OU0912023 to 3110812024 £34,608.82 £30,622.82 Gain I Ilossl during period from activites Gain I Ilossl during period on value of investment accounts Total galn I Ilossl from 0110912023 to 3110812024 £3,986.00 £1,702.09 £5,688.09 GAIN GAIN GAIN General Fund Tour Fund £53,372.85 £5.730.00 £11615.29 -£6,927.20 -£1. 197.20 £1,197.20 £84.790.94 £0.00 Total gain I Ilossl from 0110912023 to 3110812024 Transfer bel￿een funds Cash Santander Current Account Santander Savings Account Nationwlde Buslness 95 Day Saver Account CCLA Investments Accounts: COIF Charities Global Equty Income Fund (UI COIF Charitles Fixed Interest Fund IBI £1,846.73 £3,184.06 £17,048.05 £20,000.01 £15,9N58 .W.61 £20,000.01 2,650. £13,880.32 £9,031.77 £8,560.00 TOTAL FUNDS HELD AS AT3110812024 £64,790.94 A888ls retalned for charltys purposes and 05tlmated currentvalue. based on 1096 depraclatlon par annum. Purchase Date Iln 201W141 (ln 20141151 (ln 20161171 Iln ￿17118) (ln 20171181 (ln 201W201 (ln 20171181 (ln 202V221 (ln 20221231 (ln 20221231 (ln 20221231 (ln 20221231 (ln 202W231 0311012023 Value In D¢pr%iotion kn)ount 3110812024 Valu¢¥s ot 202212023 Descrlptlon Yamaha Digital Piano Keyboaid Carrying Bag 100 Black Music Folders 2 speakers, 2 stsnds, headset mic, mi¥er unlt Orchestra music stand Lights Sheet Musbc 2 Phoenix Roller Banners Sheet Mus Sheet Music Portable speakef ProtectNe cover for speaker Speaker stand Microphone stand 10 x Carols foi Choirs Sheet Music- Ubi Carita5 25 x Black Music Folders Sheet Music- William Tell Overture Extension Lead Sheet Music- The Lion sleeps tonight Music- 50 x Songs my heart has tsught me £41.00 io% £36.90 io% £15.30 10% £222.30 10% £337.50 1086 £40.50 10% £211.50 io% £21.60 10% £240.30 10% £227.70 10% £225.00 io% £8.10 io% É17.10 £14.40 096 £155.00 096 £133.87 096 £205.50 0% É227.50 0% £21.99 0% £122.88 096 £293.00 £17.00 E247.00 £375.00 £45.00 £235.00 É24.00 £287.00 £253.00 £250.00 £9.00 £19.00 iiW20ta £16.00 31110120rd 2111112023 OWiY2023 1711Y2023 IWOW2024 2022123 El.798.00 TOTAL OF ASSEfs AS AT 3110812024 £2.7TI.9 Fl()fN.I Ll11)1Sl The Phoenix Choir of Crawley: Notes on Statement of Accounts: 3110812024 l. Grants and Sponsorshlp,. £500.00 grantwas received in the year from Crawley Borough Council in relation to costs of a concert in the 2022123 se8son. 2. Box Offlce Sales: Post tour November concert". Ticket Price- £lC.00 FamiLy Favourites concert.. Music Makers of our Time concert: Ticket Sales: £780.00 Ticket Sales: £1593.00 Ticket Sales: £1067.00 3. Our Charlty Christma5 concert was a great success, and enabled us to make a donation ol £555.00 to Moonstones. 4. Monies received in the yearfrom the Crawley Community Shop, in relalion to work of our volunteers in the Shop increased significantly in tlieyear io £14,124.75. The figure of £19,249 in the prior year related to 2 years of f undraising in the Shop. 5. Gift Aid is notyet being claimed, but the committee plan5 to do so when time and trustees, responsibilities allow. This can be clalrned retrospectlvely up to 4years afterthe pa￿ne￿twaS made. 6. Our Phoenix Socia( events all made a profit this year. 7. Our SUP4 up card machines contlnue to be very popularwith 245 card payments beinE made of the course of the year by singer5 and audience members. A tota( of approx. £7000.OOwa5 taken by card payrnents. with just £113.95 pald in fees. Thi3 is lowerthan lastyear, as tour payrnents wefe taken using the machine in 2023. 8. Our November 2023 tour resulted in 3 deficit of £1,197.20, broadlySn line with our budget for the event. CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examlnerfs report on the accounts Soclioii A Iiiclei)eii(leiit Exainiiicr s Report Report to the tru5teo81 mémbers of Cl I'lly N.- nie 2024 £7.000.00 - £80.00 £66.00 I Subscrlptlon5 2 Grants and Sponsorship 3 Donations 4 Workshop Receipts £7,230.00 £575.00 £145.50 £1,180.01 £210.00 £7,356.00 £0.00 TOTAL. Glfts, Donatlon$.other voluntary rocelpts £9.130.51 £0.00 £5.223.fy) - £986,00 - 5 Box Office 6 Programme l Refreshment Sales Raffle and Charity Collection for December Concerts 12022- Crawiey Open House / December 2023 7 Moon5tonesl 8 Choli Nuslc Hlre & Purchase 9 Fundialsing- Cr8w18yCommunity Shop 9 Fundraising- Rehearsal Raffles & Refreshments £3,398.00 £136.20 £508.00 - £1,144.00 - £19,259.00 £40.QO - £615.68 £1,239.00 £14,124.75 £720.22 227,160.00 £0.00 TOTAL: Tradlng Aetlvlte £20.233.85 £0.00 10 Gift Ald 11 Social Events £8.480.00 12 Tour payments from parriclpants £0.00 £1,190.00 £422,00 E2,631.80 £422.00 £8.480.00 TOTAL: Other Recelpls £1,190.00 £2,631.80 £i,oii.00 13 Interest earned Isantanderl 13 Interest earned {Natlonwldel 13 Interest earned {CCLA Investments) TOTAL: Re¢elpts eamed from assets £87.44 £788.74 £546.48 £i.oii.00 Éo.00 £1,422.66 £0.00 £16,690.00 £8A80.00 TOTAL RECEIPTS 231.9TI.02 É2A31.80 2022.23 TOTAL £2$17QOO Comblned total receipts £34,608.82 .Pa G&n•r81 Fund Toui Fund G•n•ral Fund T•wr Moi•s 2022.2023 2022.2023 2023-2024 2021-2024 Rehearsals 14 Rehearsals- Venue Hire 15 Rehe£rsaLs- Conductor 16 Flehearsal - Accompanist £3,040.00 £3.470.00 £2.668.00 E2,880,00 £3,535.00 £2,684,00 £9,178.00 £0.00 TOTAL. Rehearsals £9,099.00 £O.QD oncerts 17 Concerts-venue Hire 18 Concerts. Conductor Concerts- Professional Nuslclan Fees (including page 19 iurnerl 20 Concerts. Instfumnental Music Hwe 21 Concerts- Programme Printing 22 Concerts- Admln and Expenses £1,500.00 £1.535.00 - 340.00 £1,270.00 £6,807.00 £268.00 - £293.00 - £148.00 É2.267.13 £2,60 £0.00 £42.00 £10.551.00 £0.00 TOTAL. Concerts £3,921.63 £0.00 Ixher Costs 23 Workshop 24 Equipment 25 Cholr Musle (Hire and Purchase) 26 Communlty Ev8nts TOTAL: Other Costs £970.00 - £297.00 - £1.262.00 - £180.00 £1,782.14 £259.98 £1,981.44 £90.00 É2,709.00 £0.00 £4,113.58 £2,329.00 £153.00 £808.00 £120.00 - £161,00 27 Concert & other publicity 28 ConcertAudience refreshmenis 30 Subscripfions , Insurance, PRS 31 Cornmittee Administration 32 Card Machine fees £1,515.07 £102.84 £832.01 £163.50 £113,95 £3,571.00 £0.00 TOTAL. pubuelty, lundralslng, management, admln É2.717.37 Éo.00 33 Tour Refunds £2.750.00 34 Tour Costs 35 Social Events - Venuè Hlre 36 Social Events - Catering 37 Charitable Donations {2022- Qawiey Open House l Deceml)er 2023 Moonstonesl 38 Gifts (including for professionals from concerts) TOTAL.. Other Payments £190.00 £9,369.00 183.00 £122.00 £273.lyJ £255.15 £329.23 £555.00 £31.00 £72.88 £15,400.00 E2.750.00 .00 É1.212.26 t9.559.00 TOTALPA¥￿￿s £29,368 TOTAL PAYMEN £21,063.a2 £9.559.00 2Wd2Q3 Comblned total payments.. £30,62182 Total receipts from 0110912023 to 3110812024 Total payments from OU0912023 to 3110812024 £34,608.82 £30,622.82 Gain I Ilossl during period from activites Gain I Ilossl during period on value of investment accounts Total galn I Ilossl from 0110912023 to 3110812024 £3,986.00 £1,702.09 £5,688.09 GAIN GAIN GAIN General Fund Tour Fund £53,372.85 £5.730.00 £11615.29 -£6,927.20 -£1. 197.20 £1,197.20 £84.790.94 £0.00 Total gain I Ilossl from 0110912023 to 3110812024 Transfer bel￿een funds Cash Santander Current Account Santander Savings Account Nationwlde Buslness 95 Day Saver Account CCLA Investments Accounts: COIF Charities Global Equty Income Fund (UI COIF Charitles Fixed Interest Fund IBI £1,846.73 £3,184.06 £17,048.05 £20,000.01 £15,9N58 .W.61 £20,000.01 2,650. £13,880.32 £9,031.77 £8,560.00 TOTAL FUNDS HELD AS AT3110812024 £64,790.94 A888ls retalned for charltys purposes and 05tlmated currentvalue. based on 1096 depraclatlon par annum. Purchase Date Iln 201W141 (ln 20141151 (ln 20161171 Iln ￿17118) (ln 20171181 (ln 201W201 (ln 20171181 (ln 202V221 (ln 20221231 (ln 20221231 (ln 20221231 (ln 20221231 (ln 202W231 0311012023 Value In D¢pr%iotion kn)ount 3110812024 Valu¢¥s ot 202212023 Descrlptlon Yamaha Digital Piano Keyboaid Carrying Bag 100 Black Music Folders 2 speakers, 2 stsnds, headset mic, mi¥er unlt Orchestra music stand Lights Sheet Musbc 2 Phoenix Roller Banners Sheet Mus Sheet Music Portable speakef ProtectNe cover for speaker Speaker stand Microphone stand 10 x Carols foi Choirs Sheet Music- Ubi Carita5 25 x Black Music Folders Sheet Music- William Tell Overture Extension Lead Sheet Music- The Lion sleeps tonight Music- 50 x Songs my heart has tsught me £41.00 io% £36.90 io% £15.30 10% £222.30 10% £337.50 1086 £40.50 10% £211.50 io% £21.60 10% £240.30 10% £227.70 10% £225.00 io% £8.10 io% É17.10 £14.40 096 £155.00 096 £133.87 096 £205.50 0% É227.50 0% £21.99 0% £122.88 096 £293.00 £17.00 E247.00 £375.00 £45.00 £235.00 É24.00 £287.00 £253.00 £250.00 £9.00 £19.00 iiW20ta £16.00 31110120rd 2111112023 OWiY2023 1711Y2023 IWOW2024 2022123 El.798.00 TOTAL OF ASSEfs AS AT 3110812024 £2.7TI.9 Fl()fN.I Ll11)1Sl The Phoenix Choir of Crawley: Notes on Statement of Accounts: 3110812024 l. Grants and Sponsorshlp,. £500.00 grantwas received in the year from Crawley Borough Council in relation to costs of a concert in the 2022123 se8son. 2. Box Offlce Sales: Post tour November concert". Ticket Price- £lC.00 FamiLy Favourites concert.. Music Makers of our Time concert: Ticket Sales: £780.00 Ticket Sales: £1593.00 Ticket Sales: £1067.00 3. Our Charlty Christma5 concert was a great success, and enabled us to make a donation ol £555.00 to Moonstones. 4. Monies received in the yearfrom the Crawley Community Shop, in relalion to work of our volunteers in the Shop increased significantly in tlieyear io £14,124.75. The figure of £19,249 in the prior year related to 2 years of f undraising in the Shop. 5. Gift Aid is notyet being claimed, but the committee plan5 to do so when time and trustees, responsibilities allow. This can be clalrned retrospectlvely up to 4years afterthe pa￿ne￿twaS made. 6. Our Phoenix Socia( events all made a profit this year. 7. Our SUP4 up card machines contlnue to be very popularwith 245 card payments beinE made of the course of the year by singer5 and audience members. A tota( of approx. £7000.OOwa5 taken by card payrnents. with just £113.95 pald in fees. Thi3 is lowerthan lastyear, as tour payrnents wefe taken using the machine in 2023. 8. Our November 2023 tour resulted in 3 deficit of £1,197.20, broadlySn line with our budget for the event.