## **Trustees’ Annual Report for the period** ## **From 1 August 22 Period start date To 31 July 2023 Period end date** **Charity name: Purbeck Youth Music Charity registration number: 1190008** ## **1. Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|Purbeck Youth Music (PYM) exists to
inspire, encourage and develop young
people in Purbeck through an extensive
network of professional musicians and
instrumental and vocal teachers, providing
lessons and instruments and a programme
of interactive presentations, workshops and
ensembles.| |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|To encourage those first steps to learning
an instrument, PYM arranges inspirational
presentations by professional musicians,
with follow-up: beginner group lessons for
Brass, Woodwind, Strings, Percussion and
voice, when teaching staff are available.
Parents contribute a small amount
(currently £10) towards a series of group
lessons, which are then followed by lessons
for smaller groups or individuals.
PYM also supports a Big Band ensemble,
and an annual concert for young musicians
to gain performing experience.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|Yes| ## **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference Page of 1 5 |Policy on grant making|Para 1.38|PYM also encourages further development
by sponsoring and organising ensembles,
arranging tutors and venues for each
instrumental category. Support is also given
towards the cost of lessons for low-income
families.| |---|---|---| |Policy on social investment
including program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|We have 6 volunteer Trustees who cover all
of the management and administrative work.| |**2. Achievements and Performance**||| ||SORP reference|| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|Multiple instances of professional musicians
visiting schools to perform and thus inspire
the take-up of Beginner Group lessons,
including the loan of instruments, and
followed by arrangements for individual
lessons in smaller multiples or for individuals
according to location or demand.
Subsequent opportunities for ensembles,
including brass, strings, woodwind and big
band, for group sessions including
performances and an annual Celebration
concert.| |**3. Financial Review**||| |Review of the charity’s
financial position at the end
of the period|Para 1.21|See attached Financial Report| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|A reserve is held as sufficient to cover one
year of continued PYM activity in the event of
no sponsorship or fundraising.| |Amount of reserves held|Para 1.22|£6,000| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| Page of 2 5 Explanation of any Para 1.23 uncertainties about the charity continuing as a going concern ## **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|Individual sponsors and donors.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|Sufficient funds held in current account for
access; remainder in easy-access savings
account.| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **4. Structure, Governance and Management** |Description of charity’s trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Trust Deed| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Foundation CIO
(Trustees only, no Members)| |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|Interview and Selection| Page of 3 5 ## **5. Reference and Administrative details** |Charity name|Purbeck Youth Music| |---|---| |Other name the charity uses|| |Registered charity number|1190008| |Charity’s principal address|Post Office Cottage
Worth Matravers
Swanage
BH19 3LQ| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5|**Trustee name**|**Office (if any)**|**Dates acted if not for whole year**| |---|---|---|---| ||Tim Arnold|Chair|| ||Joan Ingarfield|Treasurer|| ||Dilys Thomas|Secretary|| ||Jay Buckle|Schools Liaison|| ||Richard Brown|Safeguarding & Sponsorship|| ## **6. Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets Page of 4 5 ## **7. Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **8. Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** **Full name(s)** Timothy Duncan Arnold **Position (eg** Chair **Secretary, Chair, etc) Date** 22 Jan 24 Page of 5 5 ||**Purbeck Youth Music, Restricted Funds**|**Purbeck Youth Music, Restricted Funds**|| |---|---|---|---| ||**Income and Expenditure Account for the year ended 31st July 2023**||| |**2022**|||**2023**| ||**CC FUND (Strings)**||| ||**RECEIPTS**||| |**£**|||**£**| |46000.00|Bank Interest||156,62| ||Parent contributions||180.00| ||||**336.62**| ||**PAYMENTS**||| ||Folk Fiddle||1,065.00| ||Strings Tuition||890.85| ||||**1,955.85**| ||**Excess of Payments over Receipts**||1,619.23| ||**Excess of Receipts over Payments**||| |Lloyds bank|account||| |Opening Balance as @ 1.8.22||46,000.00|| |+ Receipts||336.62|| |- Payments||1,955.85|| ||||**£44,380.77**| |Closing balance as @ 31.7.23|||**£44,380.77**| ## **PILS (Instrument Loan + Swanage Big Band)** |**RECEIPTS**
Account Transferred to PYM, 17.7.2023
8 x Big Band Subs
Jazz Festival
Petty Cash
**PAYMENTS**
Allianz Musical Insurance (monthly D/D)
CC Village Hall, storage (monthly D/D)
Instrument Repairs
Closing Balance as @ 31.7.23|6,238.58
96.00
200.00
62.42
6,597.00
8.80
16.67
55.98
81.45
**£6,515.55**| |---|---| Registered Charity Number: 1190008