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2023-06-30-accounts

Croydon Philharmonic Societ

Report and Accounts

for the year ended

Friday, June 30, 2023

Registered Charity Number: 2130

ty Choir 184

Officers & Committee of Croydon Philharmonic Society Choir

President

Crispian Steele-Perkins

Vice-Presidents

Erica Eloff Ian le Grice

Music Director

David Gibson

Committee (Trustee) Members

Chair

Jane Castle to 18 October 2022 Sheila Reed from 18 October 2022

Secretary

Jane Castle to 18 October 2022 Jean Murphy and Sarah Gordon from 18 October 2022

Ticket Secretary Rosemary Stone

Treasurer

Martin Day

Concert Secretary

Lisa Kirk

Membership Secretary Katharina Kreissig

Librarian

Sarah Rutter to 18 October 2022

Publicity Co-ordinator

Katrina Keel

Media Lead Peter Gillman

Other Elected Committee Members Suzanne Francis to 18 October 2022

2

Croydon Philharmonic Society Choir Report of the Committee

The committee present their report and Accounts for the year ended 30 June 2023

Principal Activities

The Society's principal activity during the year continued to be the study and public performance of choral music.

Status

The Society is a registered charity, number 213084

Review of the Business

the Dvorak mass in D in Croydon Minster. We were very pleased to learn this piece, which was unfamiliar to many, and we also enjoyed seeing our Presiddent, Crispian Steele-Perkins, returning to performing after recovering from a motorcycle accident.

can expect the spring concert at the Fairfield Hall to cost us several thousand pounds..

guarantee the Society's future for many years to come.

Quite apart from this legacy, the Society ended the year with a surplus on the general fund, with the losses on concerts being more than covered by members' subscriptions and some donations. The finances were bolstered by increased interest and dividends on our reserves.

Committee Members

The full list of current Committee members is detailed on page 2 of this document.

Independent Examiner

Mr Liam Kelly was appointed as Independent Examiner at the Annual General Meeting in October 2022, and hopefully will be willing to continue in office.

This report and the attached accounts are presented for approval at the Annual General Meeting on 17 October 2023.

Sheila Reed Martin Day Chair Treasurer

3

Report of the Independent Examiner to the Members of The Croydon Philharmonic Society Choir

I report on the Accounts of the Society for the year ended 30th June 2023

Respective Responsibilities of the Trustees and Examiner

As a charity, you are responsible for the preparation of the accounts: you consider that the audit requirements of section 43(2) of the Charities Act 1993 (the Act) does not apply. It is my responsibility to state, on the basis of procedures specified in the general directions given by the Charity Commission (under Section 43(7) (b) of the Act) whether particular matters have come to my attention.

Basis of Independent Examiner's Statement

My examination was carried out in accordance with general directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the committee concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit , and consequently I do not express an audit opinion on the accounts.

Independent Examiner's Statement

In connection with my examination, no matter has come to my attention:

(1) Which gives me reasonable cause to believe that in any material respect the charity has not met the requirements: to ensure:-

(2) To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

11th October 2023

Liam Kelly Leemook Accounting 29, Errington Road, Picket Piece, Andover, SP11 6XF

4

Croydon Philharmonic Society Choir

Statement of financial activities for the year ended 30 June 2023

General fund
Note
Incoming funds:
Subscriptions
2
(including Gift Aid tax credit)
Interest & dividends
3
Net Fund Raising Income & Donations
4
Legacies
Total incoming resources
Outgoing expenditure:
Hire of church for rehearsals
Conductor's Fees
Accompanist's fees
General printing & publicity
Insurance expenses
Independent Examiner's fee
Sundry expenses
Net cost of Workshop event
Total outgoing expenditure
Surplus of income over expenditure
Deficit on concerts for the year
Change in value in stock of gifts, folders etc
Overall net surplus/(deficit)for the year
General Fund brought forward
Transfer to Reserve Fund
General Fund carried forward
2023
£
unrestricted funds
15,353
9,661
571
115,008
140,593
2,975
7,503
4,465
461
90
500
795
0
16,789
123,804
(3,660)
(40)
120,104
49,015
-115,000
54,119
2022
£
unrestricted funds
9,516
7,786
6,831
24,133
2,148
6,701
4,461
85
239
500
861
650
15,645
8,488
(16,385)
-167
-8,064
57,079
49,015

5

Croydon Philharmonic Society Choir

Statement of assets and liabilities for the year ended 30 June 2023

Note
Fixed assets
Investments
5
Current assets
Debtors, prepayments & stock
6
Cash at bank and in hand
7
Creditors and accruals
8
Net current assets
Financed by:
General Fund
9
Reserve Fund
10
2023
2022
£
£
£
£
unrestricted funds
unrestricted funds
153,730
163,391
153,730
163,391
3,417
2,354
170,671
47,398
174,088
49,752
4,969
737
169,119
49,015
322,849
212,406
54,119
49,015
268,730
163,391
322,849
212,406
2022
£
unrestricted funds
163,391
212,406
49,015
163,391
212,406

the accompanying accounting policies and notes form an integral part of these financial accounts

6

Notes to the Accounts for the year to 30 June 2023

1 Accounting policies

The financial statements have been prepared in accordance with applicable accounting standards, and follow the recommendations in the Statement of Recommended Practice 'Accounting and Reporting by Charities', revised in October 2005. They have been prepared under the historic cost convention except that investments are valued at market value.

Unrealised gains and losses on investments for the period are calculated by reference to the market value of the investments held at the year end.

___________________

2 Subscriptions breakdown
Subscriptions paid
Tax Credit on Gift Aided subscriptions
_____________
3 Interest and dividends breakdown:
Bank interest
Dividends:
M & G Charifund
CAF 12-month account
IFSL CAF Fixed interest B Income Fund
Total dividend income
_____________
4 Fund raising income & donations breakdown:
Legacy
General Donations
Gift Aid on donations
Sale of folders, badges etc
_____________
5 Investments
M & G Charifund
IM CAF Fixed interest Fund
Reconciliation of movement in market value of investm
Investments at market value as at 1 July 2022
Investments at market value as at 30 June 2023
Surplus/(Deficit) on revaluation
£
________
£
7,528
106
1,289
________
________
2023
£
cost
114,773
39,682
154,455
ents
£
12,967
2,386
_____
£
738
8,923
_____
£
115,008
531
0
40
_____

£
market
value
120,700
33,030
153,730
£
15,353
____
£
9,661
____
115,579
____
2022
£
cost
114,773
39,682
154,455
£
market
value
127,571
35,820
163,391
163,391
(9,661)
153,730

7

£

£
6 Debtors, prepayments & stock
HMRC - Gift Aid payment
Other debtors
Stock of music folders etc
Prepayments for workshops
£
£2,320
£15
£522
£560
£3,417
_________________
£
7 Cash at bank and in hand
CAF Cash Account
£3,472
CAF Gold Account
£147,199
CAF 60 Day Notice Account Issue 4
£20,000
_____
£
£170,671
__________
8 Creditors and accruals
Independent Examiner fee
Other creditors
__________
9 General Fund
As at 1 July at start of year
Surplus/(Deficit)for the year
Transfer in (out)
As at 30 June end of year
______
£
£500
£4,470
£4,970
______
2023
£
49,015
120,104
(115,000)
54,119
2022
£
57,079
(8,064)
0
49,015

This is an unrestricted fund for the general use of the Society

__________
10 Reserve Fund
As at 1 July start of year
Surplus/(Deficit) on investment revaluation
Transfer in (out)
As at 30 June end year
______
2023
£
163,391
(9,661)
115,000
268,730
2022
£
173,943
0
173,943

The Reserve Fund is an unrestricted fund for the general use of the Society. It is invested with the long-term objective of providing income whilst seeking to maintain the value of the capital in real terms. Any transfers from the Resrve Fund can only be approved by a two-thirds majority of members attending an Extraordinary General Meeting called for this purpose.

8

Croydon Philharmonic Society Choir

Concert Receipts and Payments for the year ended 30 June 2023

Receipts:
Net receipts from ticket sales
Donation for specifc concert
Programme sales
less: Cost of programmes
Total net receipts
Payments:
Hire of venue and facilities
Orchestra and Accompanist fees
Conductor's fees
Soloists' fees
Hire of Instruments
Performing Rights & Orchestra Scores
Hire/sale of music scores (net of receipts)
Printing and publicity
Charity donation
Hire of transport (net)
Contribution to promoters' costs
Refreshments
Total Payments
(Defcit) on concerts for the year
2023
£
4,216
0
270
(135)
135
4,351
850
0
3,448
1,757
0
32
(40)
813
0
0
1,000
151
8,011
(3,660)
2022
£
6,138
490
814
357
457
7,085
700
10,563
4,945
2,730
1,554
1,436
103
881
0
166
392
23,470
(16,385)

See page 10 for breakdown

9

Croydon Philharmonic Society Choir Concert Receipts and Payments Account breakdown for the year ended 30 June 2023

9 October
2022
£
Receipts:
Ticket sales
Donations
Programme sales
less: Cost of programmes
Net Surplus/(Defcit) from programmes
Total net receipts
0
Payments:
Hire of venue and facilities
Orchestra and Accompanist fees
Conductor's fees
Soloists' fees
Hire of Instruments
Performing Rights & Orchestra Scores
Hire/sale of music scores (net of receipts)
Printing and publicity
Charity donation
Hire of transport (net)
Contribution to promoters' costs
1,000
Refreshments
Total Payments
1,000
Surplus/(Defcit) on concert
(1,000)
London Mozart
Players
the World of
Samuel
Coleridge
Taylor
9 October
2022
£
London Mozart
Players
the World of
Samuel
Coleridge
Taylor
17 December
2022
£
2,154
Christmas
Cheer
1 April
17 June
2023
2023
£
£
2,062
270
(135)
Basingstoke
Choral Society
Bach Mass in
B Minor
Dvorak Mass
in D
0
135
0 2,154 0
2,197
1,290
641
32
72
551
850
868
1,290
1,116
(25)
(87)
262
151
1,000 2,586 843
3,582
(1,000) (432) (843)
(1,385)

10