## **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 AuS4￿t 1025 srAGING OF Mar Jun TOTAL 1>24 4165.¢AI 465175 42,195.00 43,305. 412th75 41,237.75 41￿60. 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 £12￿21.82 ONCEKF r￿U(T 41,1￿14 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￿ P*sull 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