| Summary ofthe purposes of | Summary ofthe purposes of | Para 1.17 | Toadvance musical education as the |
|---|---|---|---|
| the charity as set out | in its | charity trustees think fit, including (but |
|
| governing document |
not limited too) by providing grants for music lessons and / orthe purchase of |
||
| musical Instruments | |||
| Summary ofthe main activities in relation tothose |
Para 1.17and 1.19 |
Three grants for musical education and one forthe purchase ofamusical |
|
| purposes for the public |
Instrument | ||
| benefit, in particular, |
the | ||
| activities, projects or | |||
| services identiTied in |
the | ||
| accounts. | |||
| Statement confirming |
Para 1.18 | Trustees have had regard tothe | |
| whether the trustees | have | guidance issued by the Charity | |
| had regard tothe guidance | Commission on public benefit |
||
| issued by the Charity | |||
| Commission on public |
|||
| benefit |
| ou ma c |
ho | ose to | indude fu |
rther statemen | ts where relevant about: |
|---|---|---|---|---|---|
| This isthe second year ofgrant making | |||||
| Policy on | grant making | Para 1.38 | for this charity. The trustees made grants in line with the charity's objectives |
||
| Not applicable | |||||
| Para 1.38 | |||||
| Policy on | social investment | ||||
| induding | program | related | |||
| investment | |||||
| Not applicable | |||||
| Para 1.38 | |||||
| Contribution | made | by | |||
| volunteers | |||||
| None | |||||
| Other |
| This was the second year for grant | ||
|---|---|---|
| making forthe charity and R2220was | ||
| given tofour individuals and one |
||
| Summary ofthe main achievements ofthe charity, identifying the difference the |
Para 1.20 | organisation. Trustees have received reports, emalls and newsletters referencing the use ofand benefits of |
| charity's work has made to | the grants made | |
| the circumstances ofits |
||
| beneficiaries and any wider |
||
| benefits to society as a | ||
| whole. |
| Achievements | against | Para 141 | ||||
|---|---|---|---|---|---|---|
| objectives set | ||||||
| We have no | fundraising activities. |
|||||
| Performance | offundraising | |||||
| activities against objectives | ||||||
| set | ||||||
| The Trustees took professional | advice | |||||
| and invested | capital following | that | ||||
| Investment performance against objectives |
Pars 1.41 | advice. Due tofinancial turbulence our investment made asmall loss in the five months tothe financial year end. |
||||
| Other |
| Review ofthe charity's | Para1' | After making | small grants the charity's | small grants the charity's | small grants the charity's | |
|---|---|---|---|---|---|---|
| finandal position at the end |
financial position | remaIns positive. | ||||
| ofthe riod |
||||||
| Statement explaining the policy for holding reserves stating why they are held |
Para 122 | The greatest proportion are invested with grants from any returns being |
ofour reserves being made made from that |
|||
| Investment. | The | Trustees made the | ||||
| decision to hold | the equivalent oftwo |
|||||
| ears rants |
in its current account. | |||||
| Amount ofreserves held | f99806 | |||||
| Reasons for holding zero | Not applicable | |||||
| reserves | ||||||
| Details offund materially | in | Para 1Z4 | Not applicable | |||
| deficit | ||||||
| Explanation ofany concern |
Para 123 | None | ||||
| uncertainties about the |
||||||
| charity continuing asa going |
| Additional information |
(optional) | (optional) | |
|---|---|---|---|
| You ma choose to include further statements |
where relevant about: | ||
| Returns on the capital invested and | |||
| sales ofthe Choir's carol book | |||
| The charity's principal sources offunds (induding |
Para 1.47 | ||
| any fundraising) | |||
| Investment policy and |
|||
| objectives Including any |
|||
| social investment policy |
|||
| adopted | |||
| Adescription ofthe principal | Para 1.4s | ||
| risks facing the charity | |||
| Other |
| Structure, Governa | nce | and Manag | ement |
|---|---|---|---|
| Description of charity's | |||
| trusts: | |||
| Type of governing document |
Rules and Constitution | ||
| trust deed, ro ~et charter) How is the charity |
Para 125 | CIO | |
| constituted7 | |||
| (e.g unincorporated | |||
| essoctation, CIO) |
|||
| Trustee selection methods | Para 1.25 | The existing trustees can appoint anew | |
| including details ofany |
trustee. | ||
| constitutional provisions |
e.g. | ||
| election to post orname | of | ||
| any person or body entitled | |||
| to appoint one ormore | |||
| trustees | |||
| Additional information |
(optional) | ||
| You ma choose to include further statements |
where relevant about | ||
| Policies and procedures adopted forthe induction |
Para 1.51 | ||
| and training oftrustees | |||
| We are asmall CIO with four trustees | |||
| who meet as necessary to review and | |||
| The charity's organisational | make grants | ||
| sbucture and any wider | |||
| network with which the |
|||
| charity works | |||
| None | |||
| Relationship with any |
Para 1.51 | ||
| related parties | |||
| Other |
| Chari | name | Worrall Male Voice Choir Musical Grants Foundation | ||
|---|---|---|---|---|
| Other name the chari | uses | None | ||
| R istered chari |
number | 1185933 | ||
| Charity's | principal | address | 15Ben Close | |
| Wisewood | ||||
| Sheffield | ||||
| S64SG |
| Trustee name | tullce llfanyj | Dates acted Ifnot forwhole ar |
Name toe |
ofperson (or Int trustee |
body) enetled an |
|
|---|---|---|---|---|---|---|
| 1 | Martin John Price | Chairman | ||||
| 2 | lan Robert Pasley | Secretary | ||||
| Nigel Vincent | Trustee | |||||
| Russell-Sewell | ||||||
| 4 | Stephen Edward Vlckers |
Trustee | ||||
| 5 | ||||||
| 6 | ||||||
| 7 | ||||||
| 8 | ||||||
| 9 | ||||||
| 10 | ||||||
| 11 | ||||||
| 12 | ||||||
| 13 | ||||||
| 14 | ||||||
| 15 | ||||||
| 16 | ||||||
| 17 | ||||||
| 18 | ||||||
| 19 | ||||||
| 20 |
| Co | rate trustees —names ofthe directors atthe date the re | rtwas a | roved |
|---|---|---|---|
| Director name | |||
| None |
| Funds held as cust | odi |
|---|---|
| Description ofthe assets | |
| held in this capacity | |
| Name and objects ofthe | |
| charity on whose behalf | the |
| assets are held and how | this |
| falls within the custodian | |
| chariiy's objects | |
| Details ofarrangements | for |
| safe custody and | |
| segregation ofsuch assets |
|
| from the charity's own | |
| assets |
| Names an | d addresses ofadv | isers (Optional information) | |
|---|---|---|---|
| Type of | Name | Address | |
| adviser | |||
| Name of | chief executive or names ofsenior staff members | (Optional information) |
| The tr | ustees declare that they have approved th | ustees declare that they have approved th | e trustees' report above. |
|---|---|---|---|
| Signed | on behalf ofthe charity's trustees | ||
| Signature(s) | |||
| Full name(s) | Martin John Price | lan Robert Pas ey | |
| Position | (eg Secretary, Chair, etc) |
Chairman | Secretary |
| Date | 17October 2023 |
| 2022 | ||||
|---|---|---|---|---|
| Total | ||||
| INCOME | ||||
| Sale ofCarol Books | 662.56 | |||
| TOTAL INCOME | 662.56 | |||
| EXPENDITURE | ||||
| Cost ofSales | ||||
| PayPal Account | Charges (online sales) | 11.30 | ||
| Postage & Packing (online sales) | 107.20 | |||
| Total Cost ofSales | 118.50 | |||
| Grant Donations | ||||
| David Clover Prizes | 60.00 | |||
| Steel City Choristers | 1000.00 | |||
| D.C. (Radolphus | Course) | 400.00 | ||
| C.M. (Violin) | 750.00 | |||
| Total Grant Donations | 2210.00 | |||
| Trustee Postage | 3.45 | |||
| TOTAL EXPENDITURE | 2331.95 | |||
| DEFECITforthe | YEAR | 1669.95 | ||
| ASSETS | ||||
| Uoyds Bank Current Account | 7370.82 | |||
| Evelyn Partners | (investment) | 91857.09 | ||
| PayPal Account | 00.00 | |||
| StockofCarol Books | 578.58 | |||
| TOTAL ASSETS | 99806.49 | |||
| Date | (4 (Q- 'Q |