## **Trustees’ Annual Report for the period** ## **From 1/08/2023 Period start date To 31/07/2024 Period end date** ## **Charity name: Croydon Symphony Orchestra** ## **Charity registration number: 236965** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**The Society is established to provide a**
**symphony orchestra of amateur**
**musicians to promote the advancement**
**and improvement of the general public**
**taste in instrumental music and, without**
**prejudice to the generality of such a**
**purpose, (a) to engage in the promotion**
**and presentation of musical concerts of**
**educational value; (b) to encourage the**
**study and practice of music by means of**
**grants and prizes.**| |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|**Performing concerts; running the**
**biannual Croydon Concerto Competition**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Confirmed**| ## **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 Contribution made by Para 1.38 volunteers Other ## **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|**The charity has fulfilled its objections in**
**the past year by performing concerts and**
**running the Croydon Concerto**
**competition**| **Additional information (optional)** You may choose to include further statements where relevant about: |
Achievements against
objectives set|
Para 1.41|| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**The charity currently has adequate**
**reserves but concert hall hire costs**
**threaten the charity’s financial situation.**
**Alternative, cheaper halls are being**
**identified and considered.**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**The charity’s general policy is to maintain**
**reserves at their current level and not to**
**utilise them to cover deficits.**| |Amount of reserves held|Para 1.22|**£27,294**| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| **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|| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Constitution**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Unincorporated association**| |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|**Elected annually by playing members**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
Policies and procedures
adopted for the induction and
training of trustees|
Para 1.51|| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Croydon Symphony Orchestra| |---|---| |Other name the charity uses|| |Registered charity number|236965| |Charity’s principal address|26 College Street Petersfield GU31 4AD| ||| **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Paul Rowlands|Chair||| ||Phil Myers|PublicitySecretary||| ||Alma Burcome|Joint Secretary/200
club||| ||Wendy
Alberquerque|Joint Secretary||| ||Linda Penn|Ticket Secretary||| ||Chris Pontin|Treasurer||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – 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 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 ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **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)** Paul Rowlands **Full name(s)** PAUL ROWLANDS **Position (eg Secretary,** Chair **Chair, etc)** **Date** 27 May 2025 ## Concert Account ## **Income** Ticket Sales Sponsorship/ Donations ## **Total Income** ## **Expenditure** Concert Venue Hire Charge Paypal/ Box of ce Commission Soloist Fees Professional Performers' Fees Concert Music Hire/PRS Fees Concert Instrument Hire Concert Advertising & Printing Miscellaneous Concert Expenses Payment to International Needs ch **Total Expenditure** Surplus/deficit |**Nov**|**Feb**|**July**|**Total**| |---|---|---|---| |2,252.00|10,327.37|2,689.71|15,269.08| |400.00|6,000.00|-|6,400.00| |**2,652.00**|**16,327.37**|**2,689.71**|**21,669.08**| |1,150.00|4,565.63|1,150.00|6,865.63| |28.51|1,543.00|39.62|1,611.13| |540.00|800.00|400.00|1,740.00| |2,310.00|2,905.00|2,850.00|8,065.00| |48.00|140.00|81.00|269.00| |-|35.00|-|35.00| |399.07|319.05|200.45|918.57| |-|50.00|-|50.00| |-|5,983.69|-|-| |**4,475.58**|**16,341.37**|**4,721.07**|**25,538.02**| |**(1,823.58)**|**(14.00)**|**(2,031.36)**|**(3,868.94)**| ## **GENERAL ACCOUNT** ## **Income** Members' Subscriptions H R Taylor sponsorship Donations Interest Received Miscellaneous Income Surplus/Deficit from Con. A/c Surplus from 200 club acc Deficit from comp. account Total Income ## **Expenditure** Conductor's Fees Leader's fees Rehearsal Rooms Bad Debts/ Write On Music Hire Insurance Advertising/printing Costs Soiree paid concert expenses Miscellaneous Accounts Inspection fees Bank charges/Pay Pal Total Expenditure Surplus/Deficit **2023/24 2022/2023** |**6,032.50**|**5,772.50**| |---|---| |**2,500.00**|**2,000.00**| |**00.00**|**192.00**| |**792.40**|**303.37**| |**336.42**|**363.11**| |**(3,868.94)**|**(2,344.40)**| |**605.00**|**590.00**| |**00.00**|**(570.00)**| |**6,397.38**|**6,306.58**| |**3,675.00**|**3,465.00**| |**870.50**|**1,068.50**| |**1,470.00**|**1,386.00**| |**(35.00)**|**00.00**| |**00.00**|**00.00**| |**383.00**|**425.00**| |**204.85**|**34.79**| |**00.00**|**00.00**| |**248.14**|**368.08**| |**240.00**|**(120.00)**| |**93.00**|**109.11**| |**7,149.49**|**6,736.48**| |**(752.11)**|**(429.90)**| ## CROYDON SYMPH Balance Sheet as at 31st July 2024 Assets & Liabilities 3.5% War Loan Stock at cost Instruments & Stands Fixed Assets & Investments Debtors & Prepayments Bank Deposit Acct Balances Bank General Current Acct Current Assets Current Liabilities Net Current Assets Net Assets. Financed By: General Funds Balance at Start of Period Profit/loss for the period Balance at end of period Competition Award Fund Balance at start of Period Competition costs Entry fees Transfer from Gen Acc Music Stands & Library Balance at start Bank Int received 200 Club Balance at start Unit Sales Prizes paid out Transfer to General Acc ## ONY ORCHESTRA 4 2023/2024 2022/2023 £200.00 £200.00 £0.00 £0.00 £200.00 £200.00 £0.00 £1,071.66 £28,372.06 £26,902.03 £2,976.99 £3,384.89 £31,349.05 £31,358.58 -£4,254.40 -£3,511.82 £27,094.65 £27,846.76 £27,294.65 £28,046.76 £11,828.83 £12,258.73 -£752.11 -£429.90 £11,076.72 £11,828.83 £3,049.18 £0.00 £0.00 £2,872.31 £10,296.44 £1,210.00 -£605.00 -£605.00 £3,049.18 £2,872.31 £10,296.44 £27,294.65 £3,049.18 -£1,410.00 £840.00 £570.00 £3,049.18 £2,872.31 £2,872.31 £10,296.44 £1,180.00 -£590.00 -£590.00 £10,296.44 £28,046.76 ## BREAKDOWN INCOME AND EXPENDITURE ## INCOME Concert Acc 21669.08 General Acc 6,032.50 H R Taylor 2,500.00 Interest recd 792.40 Miscellaneous 336.42 200 Club 1,210.00 **TOTAL 32,540.40 DEFICIT** -752.11 ## EXPENDITURE 25538.02 7,149.49 605.00 **33292.51** CROYDON SYMPHONY ORCHF.STRA FINANC.IAL STATEMF.NTS FOR THE YEAR ENDED 31 JLILY 2024 We report lo the members of Cro}'don Sl'mphony OrCheS￿a on accounts for the } ear ended 31 Jul) 2024. Res ectiTr'e res onsibilities of Trustees and Examiner The charil!. S tnjstees are responsible for the prepardtion of the accounts. The charity"s ITUStees consider thai an audil is nol required for this )'ear under Section 144 of ihe Charities Aci 2011 (the Charitie5 Aci) and that an independent examinalion is required. It is our responsibility to: exiunine the accounts under Section 14) of the Charities Acl- folloH" procedures laid do￿￿ in ihe general Direciions gii-en b), Ihe Charity Commission (under Section 145() }Ib) of the Chariiies .4ci): and slate H"heiher particular matters have come to our attention Basis of Inde eDdent Examiner's re ort Our exaTninaiion was carried out in accordance ￿"1th the general Directions given by the Charil!, Commission. An examinalion includes a rel'ie￿" of the accounlingj records kept by the charit!, and a compari50n of the accounts presented ￿'11h those records. li also includes consideration of an!" unusual iiems or disclosures in the financial return. and seek'ing explanations from the truslees concerning an}. such mallers. The procedures undertaken do not provide all the ei'idence that V¥'ould be required in an audil. and consequentlN' no opinion is g?iven as to w.hether the accounts present a"Irue and fair view and ihe report is limited io those maiiers set oul in the statement beloii.. nde endent Examiner's statement In connection with our examination. no matter has come to our attention: hich gives us reasonable cause to beliei'e ihat in anv material respect. the requirements- to keep proper accouniing records in accordance seciion 130 of the Charities Act. to prepare accounts ￿'hICh accord H-ith ihe accounting records and comply with the a¢¢ouniingF requirements of the Charities Aci have not been met: or 2. to which, in our opinion. attention should be drawm in order to enable a proper undersianding of ihe accounls lo be reached. 18, THF. BRO.4DII'AY STONELEIGH, EWF.LL EPS()M, SLRREY, KT17 2HL. L & F ACCOliNTING LTD. CH.4RTERED ACCOUNTAIITS 12 SEPTEMBER 2024