| Objectiv | es and | Activ | itie | s | |
|---|---|---|---|---|---|
| SORP reference | |||||
| Summary | ofthe purposes | of | Para 1.17 | The objects ofthe CIO are to advance the | |
| the charity as set out | in its | art and science of choral music by its study, | |||
| governing | document | practice and performance, and to foster |
|||
| public appreciation ofthe art and science of |
|||||
| music through the preparation and |
|||||
| presentation of musical events and concerts, |
|||||
| and by such other means as the trustees | |||||
| ma from time to time determine. |
|||||
| Summary activities |
ofthe main in relation to those |
Para 1.17and 1.19 |
Concerts were held in December 2022 and April, June and July 2023, and our Come 8 |
||
| purposes | for the public | Sing event in February 2023.A service of |
|||
| benefit, in particular, |
the | Nine Lessons and Carols took place in | |||
| activities, | projects or | services | December 2022. | ||
| identified | in the accounts. | ||||
| Statement | confirming | Para 1.18 | Trustees are aware ofthe Charity | ||
| whether the trustees | have | Commission guidance on public benefit and |
|||
| had regard to the guidance | have been reminded ofthis. |
||||
| issued by |
the Charity | ||||
| Commission on public |
|||||
| benefit |
| ou ma c |
ho | ose to | include fur | ther statements |
|---|---|---|---|---|
| SORP reference | ||||
| Para 1.38 | ||||
| Policy on | grant making | |||
| Para 1.38 | ||||
| Policy on | social investment | |||
| including | program | related | ||
| investment | ||||
| Para 1.38 | ||||
| Contribution | made | by | ||
| volunteers |
| SORP reference | ||||
|---|---|---|---|---|
| The main achievements ofthe charity |
were | |||
| the four concerts, our Come and Sing | event, | |||
| and service of Nine Lessons and Carols. | ||||
| Summary ofthe main achievements ofthe charity, |
Para 1.20 | Audiences for these events benefitted being able to listen to live choral music |
from of a |
|
| identifying | the difference the | high standard, with tickets available at |
||
| charity's | work has made to | accessible prices (with the exception ofthe | ||
| the circumstances of its |
service of Nine Lessons and Carols, which is | |||
| beneficiaries and any wider |
always free). | |||
| benefits to society as a | ||||
| whole. |
| Achievements against |
Para 1.41 |
|---|---|
| objectives set | |
| Performance offundraising activities against objectives |
Para 1.41 |
| set | |
| Investment performance |
Para 1.41 |
| against objectives | |
| Other |
| Financ | ial Review |
ial Review |
ial Review |
ial Review |
ial Review |
ial Review |
|||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Review | ofthe charity's | Para 1.21 | The total choir funds stood at F'58,635 which | ||||||||
| financial | position | at | the | end | included the General fund off44,153,and |
||||||
| ofthe period | designated funds for future projects |
||||||||||
| comprising Special concerts ofE9,317,and |
|||||||||||
| Tour and Recording ofE5,165.Activities | |||||||||||
| during the year had added to the choir's | |||||||||||
| funds by 84,288 and the trustees consider |
|||||||||||
| that the choir is in a good position financially |
|||||||||||
| to fulfil its aims and objectives for the coming | |||||||||||
| season. | |||||||||||
| Statement | explaining | the | Para 1.22 | The choir has a policy of holding reserves |
|||||||
| policy for holding | reserves | equivalent to 12months concert plus fixed |
|||||||||
| stating | why they | are | held | overhead costs. This represents mitigation |
of | ||||||
| the costs of putting on concerts even with no |
|||||||||||
| concert income. Some reserves are also | |||||||||||
| held for specific purposes (designated funds) |
|||||||||||
| for which future expenditure is anticipated. |
|||||||||||
| Amount | of | reserves | held | Para 1.22 | The balance of general funds is considered |
||||||
| sufficient to cover reserves held in line with |
|||||||||||
| our policy, and the overall level held will be |
|||||||||||
| kept under review by the trustees. |
|||||||||||
| Reasons | for holding | zero | Para 1.22 | Not applicable | |||||||
| reserves | |||||||||||
| Details | offund materially | in | Para 1.24 | Not applicable | |||||||
| deficit | |||||||||||
| Explanation | of any | Para 1.23 | Trustees have no uncertainty about the choir |
||||||||
| uncertainties about |
the | continuing as a going concern. |
|||||||||
| charity | continuing | as a going | |||||||||
| concern | |||||||||||
| Additional | information | (optional) | |||||||||
| You ma | choose | to | include | further statements | where relevant about: |
| The charity's principal sources offunds (including |
Para 1.47 |
|---|---|
| any fundraising) | |
| Investment policy and objectives including any |
Para 1.46 |
| social investment policy |
|
| adopted, | |
| A description ofthe principal |
Para 1.46 |
| risks facing the charity | |
| Other |
| tructure, Governance |
and Mana | gement | |||
|---|---|---|---|---|---|
| Description of charity's |
|||||
| trusts: | |||||
| Type of governing document |
Para 1.25 | Constitution | (dated | 24'" | May 2021) |
| (trust deed, royal hatter) |
|||||
| How is the charity | Para 1.25 | Charitable | Incorporated | Organisation | |
| constituted? | |||||
| Ie.g unincorporated | |||||
| association, CIO) |
|||||
| Trustee selection methods | Para 1.25 | Elected by | members | at | AGM |
| including details ofany |
|||||
| constitutional provisions e.g. |
|||||
| election to post or name of | |||||
| any person or body entitled | |||||
| to appoint one or more | |||||
| trustees |
| Policies | and | procedures | ||
|---|---|---|---|---|
| adopted | for the induction | and | ||
| training | oftrustees | |||
| The charity's | organisational | |||
| structure | and | any wider | Para 1.51 | |
| network | with | which the | ||
| charity works | ||||
| Relationship | with any related | Para 1.51 | ||
| parties | ||||
| Other |
| Charit | name | The Birmingham | Bach Choir | ||
|---|---|---|---|---|---|
| Other name the charit | uses | ||||
| Re istered charit | number | 1194569 | |||
| Charity's | principal | address | 9Ashfield Avenue | ||
| BIRMINGHAM | |||||
| B147AT |
| Trustee | name | Office (ifany) | Office (ifany) | Dates acted if not for whole ear |
Name, o'f person (or body) entitled to a oint trustee |
Name, o'f person (or body) entitled to a oint trustee |
ifan | ) | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Philip Bellshaw | Chair | |||||||
| 2 | Pauline | Hygate | Treasurer | ||||||
| 3 | Graham | Stroud | General Secretary | Elected 23 November 2022 |
|||||
| 4 | Corinna | Gregory | Concert Secretary | ||||||
| 5 | Hilary Boszko | Marketing | Officer | ||||||
| Barbara | Hathaway | Choir and | Social | ||||||
| Secretary | |||||||||
| 7 | Heather | Gay | Ticket Secretary | ||||||
| Eike Ritter | Ordinary | Committee | Elected 23 November | ||||||
| Member | 2022 | ||||||||
| Ela Claridge | Ordinary | Committee | Elected 23 November | ||||||
| Member | 2022 |
| Funds held as custodian | Funds held as custodian | trustees | on behalf ofothers |
|---|---|---|---|
| Description ofthe assets |
Not applicable | ||
| held in this capacity | |||
| Name and objects ofthe | Not applicable | ||
| charity on whose behalf | the | ||
| assets are held and how | this | ||
| falls within the custodian | |||
| charity's objects | |||
| Details ofarrangements | for | Not applicable | |
| safe custody and |
|||
| segregation ofsuch assets |
|||
| from the charity's own assets |
| ames and | addresses ofa | dvisers (Optiona |
|---|---|---|
| Type of | Name | Address |
| adviser |
| Annual accounts for the period 1 Aug 2022 to 31 Jul 2023 |
Annual accounts for the period 1 Aug 2022 to 31 Jul 2023 |
||||
|---|---|---|---|---|---|
| Note 2 | Accounting policies |
||||
| 2.1 INCOME | |||||
| Recognition | of income | These are included in the Statement of Financial Activities (SoFA) when: |
|||
| the charity becomes entitled to the resources; |
|||||
| ~ it is more likely than not that the trustees will receive the resources; |
and | ||||
| ~ the monetary value can be measured with sufficient reliability. |
|||||
| Offsetting | There has been no offsetting ofassets and liabilities, or income and expenses, |
unless | |||
| required or permitted by the FRS 102SORP or FRS 102. |
|||||
| Grants and |
donations | Grants and donations are anly included in the SoFA when the general income recognition |
|||
| criteria are met. | |||||
| Tax reclaims | on | Gift Aid receivable is included in income when there is a valid declaration |
from | the donor. | |
| donations | and gifts | Any Gift Aid amount recovered on a donation is considered ta be part of |
that gift end is | ||
| treated as an addition to the same fund as the initial donation unless the |
danar | or the | |||
| terms of the appeal have specified otherwise. | |||||
| 2.2 EXPENDITURE | AND LIABILITIES | ||||
| Liability recognition | Liabilities are recognised where it is more likely than not that there is a legal ar |
||||
| constructive obligation committing the charity to pay out resources and the amount af the |
|||||
| obligation can be measured with reasonable certainty. |
|||||
| Creditors | Creditors are measured at settlement amounts less any trade discounts |
| Note | 7 | Debtors and | prepayments | |||
|---|---|---|---|---|---|---|
| 7.1 | Analysis | of | debtors | This year | Last year | |
| Prepayments | and | accrued income | 5,349 | 3,745 | ||
| Other | debtors | 3,540 | 2,674 | |||
| Total | :i6'.8'8'9 |
| Note 10 | Charit | funds | |||||||
|---|---|---|---|---|---|---|---|---|---|
| 10.1 Details of material | funds held | and movements | during the | CURRENT | reporting | period | |||
| un | un | ||||||||
| balances | balances | ||||||||
| brought | Transfers | carried | |||||||
| Fund names | Unrestricted | forward | Income | Expenditure | (Note f |
10.2) | forward | ||
| General fund |
36,061 | 47,293 - | 39,201 | ||||||
| 22 Special | concerts fund | 13,121 | 3,804 | ||||||
| Recording | fund | 2,639 | |||||||
| Tour fund | 2,526 | ||||||||
| Total Funds (as Balance | Sheet) | 66 |