
## **Trustees’ Annual Report for the period** 

**From  1 June 2023     To    31 May 24** 

## **Charity name: Friends of St Martin’s Music** 

**Charity registration number: 1198708** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|(1) To foster and develop**music-making**at<br>St Martin in Roath, Cardiff, for the<br>public benefit, through the provision of<br>financial support towards the work of<br>the Liturgical Choir<br>(2) To promote**music events**held in St<br>Martin in Roath, Cardiff, (both choral<br>and instrumental), to positively<br>contribute to the well being of the local<br>community of Roath, Cardiff, for the<br>public benefit.<br>(3) To advance the**music education**<br>opportunities at St Martin in Roath,<br>Cardiff, for the public benefit, including<br>(but not limited to) the making of grants<br>and awards to undergraduate/<br>postgraduate students in full time<br>education.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|1 Weekly performances by the Liturgical<br>choir allow the public to benefit from music-<br>making supported by the trust.<br>2. Grants were made to assist with the<br>appointment of an assistant Conductor and<br>four choral scholars, fulfilling our aim to<br>assist in the education of undergraduate<br>and postgraduate students.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The Trustees confirm that they have<br>complied with the duty in section 4 of<br>the Charities Act 2006 to have due<br>regard to the Charity Commission's<br>general guidance on public benefit,<br>'Charities and Public Benefit'.|





## **Additional information (optional)** You may choose to include further statements where relevant about: 

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 Other 

## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|•<br>Funding the appointment of four<br>choral scholars for the 2023/24<br>academic year to the Music Foundation<br>at St Martin in Roath This followed a<br>successful recruitment and audition<br>process in June 2023.<br>•<br>Funding of an Interim Assisting<br>Conductor to support the work of the<br>Music Foundation at St Martin in<br>Roath.<br>•<br>The recruitment of 34 Friends to<br>support the work of FOSMM<br>•<br>Preparing applications to other trusts<br>and Grant making organisations to<br>raise additional funds for the<br>continuing work of FOSMM|



**Additional information (optional)** You may choose to include further statements where relevant about: 

||Achievements against<br>objectives set|Para 1.41|The trustees are pleased to report that the<br>objectives were met successfully during the<br>2023/4year, including awarding of<br>scholarships and enabling numerous<br>opportunities for the public to benefit from<br>the music making supported by the<br>Friends.||
|---|---|---|---|---|





|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|During the course of the year, we<br>succeeded in attracting 34 members to the<br>organisation. Significant individual<br>donations were received which boosted our<br>fundraising efforts.|
|---|---|---|
|Investment performance<br>against objectives|Para 1.41|**n/a**|
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**The charity held £14, 872 in its account**<br>**at the end of the 23/24 period.**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**The charity does not deliberately aim to**<br>**hold reserves; such sums may occur**<br>**due to excess of income over**<br>**expenditure but are not restricted or**<br>**intended to be kept in reserve.**|
|Amount of reserves held|Para 1.22|**£0**|
|Reasons for holding zero<br>reserves|Para 1.22|**The charity does not deliberately aim to**<br>**hold reserves as debt will not be**<br>**incurred. We will only provide funding**<br>**should we have the necessary income**<br>**to do so.**|
|Details of fund materially in<br>deficit|Para 1.24|**n.a**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**There are no uncertainties at the present**<br>**time.**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|**The charity raises its funds through**<br>**subscription fees of its members,**<br>**individual donations, grants from other**<br>**organisations and monies received at**<br>**concerts.**|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|**The charity has no investments.**|
|A description of the principal<br>risks facing the charity|Para 1.46|**Each year, the charity will need to**<br>**recruit new members in order to**<br>**maintain a flow of income. Grant-aid**<br>**applications will be necessary to ensure**<br>**expansion of the work of the charity, but**<br>**this is reliant on successful bids.**|
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Trust Deed**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Election to post at the annual general**<br>**meeting.**|



**Additional information (optional)** You may choose to include further statements where relevant about: 

|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|FRIENDS OF ST MARTIN’S MUSIC|
|---|---|
|Other name the charity uses|n/a|
|Registered charitynumber|**1198708**|
|Charity’s principal address|St Martin’s Vicarage. Strathnairn Street. Roath.  Cardiff.  CF24 3JL|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (if any)**|
|---|---|---|---|---|
||TimothyHill|Chair|||
||William Forrest|Secretary|||
||Roger James|Treasurer|||
||Angelina Harding||||
||Rev IrvingHamer||||
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– Corporate trustees names of the directors at the date the report was approved 

**Director name n/a** 

Name of trustees holding title to property belonging to the charity 

|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|**n/a**|||
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## **Funds held as custodian trustees on behalf of others** 

|Description of the assets<br>held in this capacity|n/a|
|---|---|
|Name and objects of the<br>charity on whose behalf the<br>assets are held and how this<br>falls within the custodian<br>charity’s objects|N/a|
|Details of arrangements for<br>safe custody and<br>segregation of such assets<br>from the charity’s own<br>assets|n/a|



## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

|**Type of**<br>**adviser**<br>**Name**<br>**Address**|**Type of**<br>**adviser**<br>**Name**<br>**Address**|**Type of**<br>**adviser**<br>**Name**<br>**Address**|
|---|---|---|
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|**Name of chief executive or names of senior staff members (Optional information)**|||



## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

**n/a** 

## **Other optional information** 



## **Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s)** William Forrest **Full name(s)** William Charles Maxwell Forrest **Position (eg Secretary,** Secretary **Chair, etc) Date** 24th January 2025 



Friends of St Martins Nlusit
Balance Sheet
-4131 Sla . 2024
Cash at bank and in hand
Debtors..
Gift Aid - balance of 2022-23
Gift Aid -
ear ended 31.5.24
12,986
318
1,569
14.872
resented b
At l Junc 2023
lus for the &qT
8.665
6,207
14,872
JANE KARAS
Treasurer
The above Statement of Income and Ex
enditure is in accordance with records
and information
iven to me and ex
lanations s
lied.
Fiona Neeson
Ind
cndcni Examiner
Datd:
12.2.2