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

## **From 17/01/24   To   30/09/24** 

## **Charity name: The Choral Chronicles** 

## **Charity registration number:  1206575** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|The elimination of discrimination on the<br>grounds of mental illness. This will be<br>worked towards via the production of a<br>musical that will focus on mental illness and<br>be showcased at the Edinburgh Fringe<br>Festival.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|No money has been utilised over the course<br>of this year. Instead, time has been spent<br>searching for venues for the musical,<br>identifying potential grants and planning the<br>administrative operations that will be needed<br>for the musical.<br>In terms of the musical itself, at the end of<br>this period the music has been written, but<br>the script has not been completed.|
|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 have had regard to the<br>guidance issued by the Charity Commission<br>on 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|So far the charity has not made any benefits<br>to society as a whole. This is as the charity<br>is still in the planning and development<br>phase.<br>The charity will benefit the beneficiaries<br>when it releases the musical.|



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

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|No money is held by the charity as<br>fundraising has not commenced. We have<br>no debts or expenses at this point, so this is<br>not a concern.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**N/A**|
|Amount of reserves held|Para 1.22|**£0**|
|Reasons for holding zero<br>reserves|Para 1.22|Fundraising has not been started as funds<br>have not been required during this period of<br>planning.|
|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|**N/A**|



## **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||
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution**.**|
|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.|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

||||
|---|---|---|
|Policies and procedures<br>adopted for the induction and<br>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|The Choral Chronicles|
|---|---|
|Other name the charity uses||
|Registered charity number|1206575|
|Charity’s principal address|Eaton House,<br>Manor Way,<br>Oxshott,<br>Leatherhead,<br>Surrey,<br>KT22 0HU|
|||





**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|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Nam**<br>**e of**<br>**pers**<br>**on**<br>**(or**<br>**body**<br>**)**<br>**entitl**<br>**ed to**<br>**appo**<br>**int**<br>**trust**<br>**ee (if**<br>**any)**|
|---|---|---|---|---|
||Henry Patrick<br>O’Brien||||
||Katie Isabelle<br>Fearnley||||
||Sarah Helene<br>Nelson-Jones||||
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|20|||||



– Corporate trustees names of the directors at the date the report was approved 

## **Director name** 

Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 



## **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 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)**|||
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## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

## **Other optional information** 



## **Declarations** 

|**Signature(s)**|HOB|K.I.Fearnley|SHNJ|
|---|---|---|---|
|||||
|**Full name(s)**|Henry Patrick O’Brien|Katie Isabelle Fearnley|Sarah Helene<br>Nelson-Jones|
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|**ition (eg Secretary,**|Trustee|Trustee|Chair|
|**Chair, etc)**||||
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|**Date**|1/8/25|1/8/25|1/8/25|





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