Trustees’ Annual Report for the period
From 1.1.2020 To 31.12 2020
Charity name: The Viola da Gamba Society
Charity registration number: 258544
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the study of viols, their playing, their music, and their making, on the part of its members and thepublicgenerally. |
| 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 |
To organise meetings for members and the general public that include lectures, workshops and performances; to publish a regular newsletter, research journal and index of music for viols; to edit and publish music editions; to maintain a website including information concerning activities, teaching and instruments for sale; to operate a viol hire scheme for members; to work with young players, specially those in Higher Education. and to offer a Young Players’ Platform forperformers. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees are cognisant of the Charity Commission’s guidance on public benefit. |
Additional information
| SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | The Society offers grants to student viol players to assist with the costs of attending specialist courses, selected by a sub-committee of the trustees. |
| Contribution made by volunteers |
Para 1.38 | The Society’s trustees are all volunteers, as are those members of the Society who undertake particular roles, including outreach to younger players, maintaining the Society’s collection of images of viols, organising reviews for the newsletter, overseeing publications and maintainingthe website. |
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 Society provided its full range of services and activities during 2020, despite the problems arising from the Covid-19 pandemic and subsequent restrictions on travel and association. For the first time the AGM was held via Zoom, combined with an online lecture, and attracted a larger number of participants than in previous years, including overseas members. While the Society was able to arrange only one meeting in its customary way, it began a series of online lectures and performances which were highly appreciated by its members as evidenced by a survey. The committee of trustees also met via Zoom, thus reducing travel expenses. The viol hire scheme was not unduly affected by lockdowns, members being permitted to extend their use of instruments until such time as restrictions permitted their return. Publications continued as usual, with publication of four editions of the newsletter and online availability of thejournal. |
Additional information
| Achievements against objectives set |
Para 1.41 | The move to online activities made the Society’s activities accessible by a wider range of its members, especially those living outside UK. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Donations from members exceeded 2019 by more than 200%, largely to increase the funds available for distribution as grants to assist young players’ tuition costs. |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Society ended 2020 in a satisfactory financial position, with a surplus on annual turnover of £4517, largely due to the saving of costs of planned physical meetings that were unable to proceed. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Society aims to hold reserves that would cover at least one year’s operational costs, in order to maintain its services in the face of unexpected emergencies. |
| Amount of reserves held | Para 1.22 | £23,452 |
|---|---|---|
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | The Society continues to be a going concern |
Additional information
| Additional information | ||
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
Membership subscriptions, donations, sale of music and other materials. |
| A description of the principal risks facing the charity |
Para 1.46 |
Sustained reduction in membership Inability to operate the viol hire scheme |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Rules (last revised 18 June 2017) |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated charitable 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 | All trustees are elected from and by the membership, annually at the AGM, as set out in the rules |
Reference and Administrative details
| Charityname | The Viola da Gamba Society |
|---|---|
| Registered charitynumber | 258544 |
| Charity’s principal address | 12 Macclesfield Road Hazel Grove Stockport SK7 6BE |
| 1 2 3 4 5 6 7 |
Trustee name | Office (if any) | Dates acted if not for whole year |
|---|---|---|---|
| Ibrahim Aziz | From 4.10.2020 | ||
| John Bryan | Chair | ||
| Alison Crum | President | ||
| Ursula Fuller | Treasurer | ||
| Nic Hyde | |||
| Mary Iden | |||
| Francis Knights | 1.1.2020–31.3.2020 |
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
Redacted | Redacted |
|---|---|---|
| John Howard Bryan | Ursula Dorothy Fuller | |
Chair |
Treasurer | |
| 15 October 2021 | ||
| 15 October 2021 |
VIOLA DA GAMBA SOCIETY Accounts for year ended 31 December 2020
| RECEIPTS | General Fund |
Viol Hire Fund |
Joy Dodson Music Fund |
Total £ | 2019 £ |
|---|---|---|---|---|---|
| Voluntary receipts Subscriptions received Donations Gift Aid reclaimed Unclaimed deposits Receipts for services to members Viol hire scheme fees Viol hire insurance receipts Sale of hire viols Summer course fees Generated funds Newsletter sales “The Viol” advertising VdGS Music Edition sales Sundry sales and receipts Investment income Bank interest Total receipts PAYMENTS Cost of membership services “The Viol”: printing distribution Hire scheme repairs Hire Scheme insurance Hire Scheme commission Purchase of hire viols Joy Dodson bursaries Meeting costs Summer course costs Costs of generating funds Cost of goods for sale VdGS Music Edition costs Early Music Exhibition costs Support costs Administration: fees Website and videoconferencing Postage, stationery and sundries PayPal and bank charges Committee costs Total payments Transfer to JDMF |
8160 219 1812 2000 |
230 | 8160 449 1812 2000 |
7381 139 0 0 |
|
| 12191 | 0 | 230 | 12421 | 7520 | |
| 0 | 8635 2800 0 |
8635 2800 0 0 |
7747 2370 3700 350 |
||
| 0 | 11435 | 0 | 11435 | 14167 | |
| 215 519 417 |
0 215 519 417 |
0 275 926 1348 |
|||
| 1152 | 1152 | 2549 | |||
| 3 | 3 | 4 | |||
| 13345 | 11435 | 230 | 25010 | 24239 | |
| 1071 1803 277 0 |
8681 1095 1955 0 |
375 | 1071 1803 8681 1095 1955 0 375 277 0 |
1232 1788 5648 1048 1669 5415 1220 2381 361 |
|
| 3151 | 11731 | 375 | 15257 | 20762 | |
| 50 0 0 |
50 0 0 |
382 353 1336 |
|||
| 50 | 0 | 0 | 50 | 2070 | |
| 4278 199 376 68 160 |
105 | 4278 199 376 173 160 |
4226 0 423 358 382 |
||
| 5080 | 105 | 0 | 5186 | 5389 | |
| 8282 | 11836 | 375 | 20493 | 28221 | |
| Net receipts/payments | 5064 | (401) | (145) | 4517 | (3976) |
| Balances at 31/12/2019 Balances at 30/12/2020 |
5244 12919 773 18935 10308 12517 628 23452 |
22917 18935 |
STATEMENT OF CASH ASSETS AT 31 DECEMBER 2020
| Treasurer's Account Music Edition Account Deposit Account PayPal Administration Account PayPal Hire Account PayPal Music Edition Account Total cash at bank |
Unrestricted Joy Dodson Total 8343 628 8971 3663 3663 4403 4403 2031 2031 4384 4384 0 0 |
|---|---|
| 22824 628 23452 |
Notes to the accounts
The insurance value of the hire instruments owned by the society was £133973 on 11/02/2020 The hire scheme commission due for 2020 is £2159.
Repairs and maintenance to hire instruments costing £3071.50, carried out in 2019, were not invoiced until 2020. The repairs carried out in 2020 have all been paid for in 2020.
The Joy Dodson Music Fund is a designated fund. This means that the money is earmarked to be spent on bursaries. It was previously a restricted fund but the original legacy has now been exhausted.
Viol hire scheme deposits
| Viol hire scheme deposits | |
|---|---|
| Balance at 1 January 2020 Deposits received Deposits repaid Deposits forfeit Total Unclaimed deposits transferred to general fund Balance at 31 December 2020 |
4050 1300 (500) 0 |
| 4850 (2000) |
|
| 2850 |
Deposits for the hire scheme are refundable and so are not the Society's money. For that reason they are shown separately.
£1450 of the deposits are for viols currently on hire. The balance is old deposits that have never been returned. Over £2000 was received in 2018 or earlier years and the identity of the hirer cannot be identified for £1200. The committee has decided to transfer £2000 of unclaimed deposits to the General Fund. If these hirers request a refund in future, it will be made from the General Fund.
Viola da Gamba Society
Independent Examiner's Statement for accounts to 31 December 2020
In connection with my examination, no matter has come to my attention: (a) which gives me cause to believe that, in any material respect, the general requirements to keep accounting in accordance with UK accounting principles have not been met, and (b) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Caroline MacBrayne 08/04/2021