Trustees’ Annual Report for the period
From 1 Sep 24 To 31 Aug 25
Charity name: Petersfield Orchestra
Charity registration number: 267620
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Our constitution states: “The object of the Society shall be to advance, improve develop and maintain public education in, and the appreciation of. The art and science of music in all its aspects by any means the trustees see fit. Including through the presentation of public concerts and recitals.” |
| 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 |
The orchestra gave 3 public symphony orchestra concerts at the Petersfield Festival Hall on 14 Nov 24, 20 Mar 25 and 19 Jun 25. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the guidance issued by the Charity Commission on public benefit, and judge that the giving of public symphony orchestra concerts remains consistent with Petersfield Orchestra’s purpose and is of public benefit as defined in the Charity Commission **guidance. ** |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| SORP reference | ||
| Policy on grant making | Para 1.38 | Not applicable |
| Policy on social investment including program related investment |
Para 1.38 | Not applicable |
| Para1.38 | The orchestra has no paid employees and relies on members and friends of |
Contribution made by volunteers
the orchestra for its administration and promotion of the concerts.
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 orchestra’s achievements are the 3 concerts performed this year. All 3 were conducted by Robin Browning. 14 Nov 24 Grieg: Selections from Peer Gynt Suites Elgar: Sea Pictures Sibelius: Symphony No 2 20 Mar 25 Liadov: Baba Yaga Beethoven: Piano Concerto No 5, 'Emperor' Soloist: Ariel Lanyi Shostakovich: Symphony No 10 19 Jun 25 Beethoven: Overture ‘Egmont' Op. 84 Dvořak: Violin Concerto Op.53 Soloist: Charlotte Spruit Brahms: Serenade no. 1, Op. 11 Once more this year, all 3 concerts played to a full audience, showing the continued popularity of this kind of performance in Petersfield. Each concert was preceded by a free half hour talk about the music to be performed by Piers Burton-Page and Robin Browning which contributed to the public education aspect of our **purpose. ** |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The total value of financial assets at 31 August 2024 is £30,303 across the Current account, Savings account, and Cash. This is a positive impact of +£5,956 against the opening balance for the season. We continue to run the concerts at a loss, which was -£2,655 this year. However, this was more than offset by increased subscriptions from our Friends and members. Donations totalling £5,700 (mostly from one specific donor) account for our significant overall surplus this year. The Trustees are looking at how these additional funds can be spent in furtherance of our charitable object, with a particular focus on our centenary season of Sep 26 to Aug 27. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held to allow concerts to continue to be performed, and so the charitable purpose achieved, even when the cost of putting them on is not met by the ticket receipts. |
| Amount of reserves held | Para 1.22 | £30,303 |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable |
| Details of fund materially in deficit |
Para 1.24 | Not applicable |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Despite an increase in ticket prices and full audiences, the orchestra continues to make a loss on each concert. However, the reserves held are sufficiently substantial to allow the orchestra to continue giving concerts to achieve its purpose for over 10 years at the current rate. In addition, our financial position has been boosted in the last three years by generous donations from the William Brake Foundation, and by the generosity of the Friends of the Orchestra. The orchestra will be 100 years old in 2027 and financially well set to continue into its **second century. ** |
Additional information (optional) You may choose to include further statements where relevant about:
The Orchestra’s principal source of funding is ticket income from the
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | concerts, donations by the Friends of the Orchestra, and members subscriptions. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Not Applicable |
| A description of the principal risks facing the charity |
Para 1.46 | The only risk identified is the Petersfield Council’s plans to refurbish the Festival Hall, which may mean that we are unable to perform in the main venue in the town for a period. As mitigation of this risk the acting chair maintains close liaison with the Hall authorities, and alternative venues have been identified for use if necessary |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | The orchestra is governed by a constitution adopted at the AGM on 4 Dec 15 and revised at the AGM on 20 **Jan 23. ** |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | The orchestra is an 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 | Trustees are elected from the members at the AGM. |
Reference and Administrative details
| Charityname | Petersfield Orchestra |
|---|---|
| Other name the charity uses | Not applicable |
| Registered charitynumber | 267620 |
| Charity’s principal address | Winton House, 18 High Street, Petersfield GU32 3JL |
Names of the charity trustees who manage the charity
| 1 2 3 4 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Louise Wilson | Secretary | Whole Year | Not applicable. Trustees are elected by members at the AGM. |
|
| Helen Purchase | Leader of Orchestra |
Whole Year | ||
| Clare Nicholas | Treasurer | Whole Year | ||
| Matthew Clark | Acting Chair, and Concert Manager |
Whole Year |
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
Not applicable |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
Not applicable |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
Not applicable |
Other optional information
The orchestra remains without a permanent chair. However, Matthew Clark, the current acting chair will stand for election to the position in a permanent capacity at the AGM in December 2025. Despite this temporary arrangement, the committee and orchestra are functioning well.
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) Matthew Clark Position (eg Secretary, Acting Chair Chair, etc) Date
Financial Report for the year ended 31st August 2025
STAGING OF CONCERTS
| STAGING OF CONCERTS | ||||||||
|---|---|---|---|---|---|---|---|---|
| Nov | Mar | Jun | TOTAL | 2023-24 | ||||
| Conductor | -£800.00 | -£800.00 | -£800.00 | -£2,400.00 | -£2,100.00 | |||
| Soloist | -£465.00 | -£652.75 | -£120.00 | -£1,237.75 | -£816.79 | |||
| Players | -£2,895.00 | -£3,305.00 | -£1,860.00 | -£8,060.00 | -£8,135.00 | |||
| Printing | -£220.75 | £0.00 | -£215.00 | -£435.75 | -£496.00 | |||
| Hire of hall | -£949.20 | £0.00 | -£330.00 | -£1,279.20 | -£1,537.56 | |||
| Hire of music | -£130.00 | -£786.37 | -£87.00 | -£1,003.37 | -£645.95 | |||
| Miscellaneous | -£275.00 | -£296.00 | -£240.00 | -£811.00 | -£618.64 | |||
| TOTAL CONCERT COSTS | -£5,734.95 | -£5,840.12 | -£3,652.00 | -£15,227.07 | -£14,349.94 | |||
| Ticket Sales | £4,142.69 | £4,000.00 | £3,826.44 | £11,969.13 | £12,069.72 | |||
| Retiring Collection | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | |||
| Sponsorship | £200.00 | £0.00 | £200.00 | £400.00 | £400.00 | |||
| Programme Income | £202.15 | £0.00 | £0.00 | £202.15 | £358.10 | |||
| TOTAL CONCERT INCOME | £4,544.84 | £4,000.00 | £4,026.44 | £12,571.28 | £12,827.82 | |||
| CONCERT RESULT | -£1,190.11 | -£1,840.12 | £374.44 | -£2,655.79 | -£1,522.12 | |||
| ONGOING INCOME | 2023-24 | ONGOING COSTS | 2023-24 | |||||
| Conductor / | ||||||||
| Friends Subs | £3,329.00 | £2,271.00 | Musical Director | -£3,875.00 | -£3,758.10 | |||
| Members Subs | £3,477.00 | £3,174.00 | Hall Hire | -£1,120.00 | -£1,120.00 | |||
| Gift Aid rebate | £1,706.34 | £1,071.06 | Administration | -£313.00 | -£219.00 | |||
| Raffle | £165.00 | £0.00 | Printing | £0.00 | -£25.00 | |||
| Supporters club | £0.00 | £0.00 | Supporters Club | £0.00 | £0.00 | |||
| Interest on Savings | £202.50 | £59.63 | Miscellaneous | -£489.18 | -£386.56 | |||
| PRS | -£323.12 | £0.00 | ||||||
| TOTAL INCOME | £8,879.84 | £6,575.69 | TOTAL COSTS | -£6,120.30 | -£5,508.66 | |||
| SURPLUS / LOSS | £2,759.54 | £1,067.03 | ||||||
| GRANTS, DONATIONS & BEQUESTS | ||||||||
| EHDC | £0.00 | £0.00 | ||||||
| East Hants Community Lottery | £153.00 | £156.50 | ||||||
| Other Donations | £5,700.00 | £2,000.00 | ||||||
| TOTAL GRANTS etc | £5,853.00 | £2,156.50 | ||||||
| OVERALL POSITION | ||||||||
| Surplus of ongoing | £2,759.54 | £1,067.03 | ||||||
| Result for concerts | -£2,655.79 | -£1,522.12 | ||||||
| Grants etc | £5,853.00 | £2,156.50 | ||||||
| OVERALL SURPLUS | £5,956.75 | £1,701.41 | 2023-24 | |||||
| Current Account | £ | 9,853.83 |
£ | 16,274.09 |
||||
| Funds at 1/9/22 | £24,346.49 | £22,645.08 | Savings Account | £ | 20,069.64 |
£ | 7,767.14 |
|
| Surplus this year | £5,956.75 | £1,701.41 | Cash | £ | 379.74 |
£ | 305.26 |
|
| Funds at 31/8/23 | £30,303.24 | £24,346.49 | TOTAL FUNDS | £ | 30,303.21 |
£ | 24,346.49 |
nancl•l Report for the year •nded 31st AuS4t 1025 srAGING OF Mar Jun TOTAL 1>24 4165.¢AI 465175 42,195.00 43,305. 412th75 41,237.75 4160. In -E8.135 (A) .U96 .El.537.96 -£645.95 -E618.64 4435.75 41.279.20 41,(K)3.37 4811.QD ofh• of m¥slc 4786.37 429&1KI 407.(} 4275.iMI TOTALCONThTCOSTS 5,7X95 45.8•X12 4165LLYI 415,227.07 -£14.349.Y £414L iJ69. £12.069.72 Éo [#] £4Crf).(M) e358 10 £1221.82 ONCEKF rU(T 41,114 37U4 41655A2 -£1,522.12 ON6CM INCOME 2023-24 ONGOING Cosrs 202>24 Friend5 S¥bs E2.271 E3.174.11) El.071.06 £o.o) £00) £59.63 Muyfal Diie(ior l Hire 43,V5.iX) 41,120.LII 431>(Kl -E3,758.10 1.120 00 .E219.L .E25.t)J a4nJ É47(634 GfftA•J Swrters Oub LXJ 4489.18 -EJU .U86.S6 £L). PRS TOTALIIICOME SURPUJS i LOSS £6.57S.69 75934 £1.(7 03 TOTALCOSTS oao .E5.$0&66 GRAMT& DOIIATIONS & 6EQUE5rs £0 E0.() £156 50 71WX(KI E2.(Kh) 00 E2.LS6.50 OVEKALL P051TION Swpjusol<Tr8O Psull lor t(rtS 75934 42.655.82 el.067 03 -EJ,522 12 £2.156.50 OVTIiALL5UPPLU5 fS.956.72 202>Z4 16.274.CVJ 7,767 A4 305 26 24,346.49 Current Attwnt Sa%•n8sAfrryJnt Cash TOTAi FUNDS Funds * 119122 Surplus rhls year FuDd$413118123 £24.9 £5.95&n £30.203.21 20.W.64 379.74 Pieparedty CLA (LF r41cHoLAS E¥amlned 518ned Sl8ned