2021-08-31-accounts

From

Trustees' Annual Report for the period

Period start date Period end date Day Month Year To Day Month Year 01 09 2020 31 08 2021

Section A Reference and administration details

Charity name The Society of Recorder Players

Other names charity is known by Registered charity number (if any)

282751, SC038422

SRP

Charity's principal address 2 Cromwell’s Hide

Stapleton Bristol Postcode BS16 1TA

Names of the charity trustees who manage the charity

1 2 3 4 5 5 6 7 8 9 10 11 11 12 13 14 15 16 17	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
	James Grant	Chairman		Annual Conference
	April Munday	Secretary	To 14/10/20	Annual Conference
	Valerie Giltrow-Tyler	Secretary	From 5/12/20	Trustee co-option, ratified at 2021 Conference
	Ursula Burchette	Treasurer	To 17/4/2021	Annual Conference
	Erica Crabtree	Trustee	From 11/10/20, to 17/4/21	Trustee co-option
	Erica Crabtree	Treasurer	From 17/4/21	Annual Conference
	Penelope Clarke	MembershipSecretary		Annual Conference
	Mary Tyers	Branch representative, and Publicity		Annual Conference
	Jill Taylor	Branch representative, and Insurance Co-ordinator		Annual Conference
	Stephanie Sutherland	Branch representative, and TrainingCo-ordinator		Annual Conference
	Ciara Flanagan	Branch representative	To 17/4/21
	Deborah Nicholas	Branch representative	From 11/10/20, to 17/4/21	Trustee co-option
	Deborah Nicholas	Branch representative	From 17/4/21	Annual Conference
	Samuel Constable	Branch representative	From 17/4/21	Annual Conference
	Moira Usher	Chair Walter Bergmann Fund	To 17/4/21
	Josee Beeson	Personal Membership Secretary	To 17/4/21
	Sarah Langdon	Competition Administrator	To 17/4/21
	Helen Hooker	Musical Advisor	To 17/4/21
	Pamela Flanagan	Musical Advisor	To 17/4/21

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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document[The Constitution of the Society, and the Rules of the Society, as adopted ] on 16 August 2020. How the charity is constituted ) Association

Trustee selection methods Officers and trustees are elected by the annual Conference for a 5 year term.

Additional governance issues (Optional information)

You may choose to include * Trustees are elected or re-elected by the annual Conference and before additional information, where being first elected must declare that they are not disqualified from serving relevant, about: as charity trustees. Those newly elected are made aware of the Charity  policies and procedures Commission’s guidance on the roles and responsibilities of trustees. adopted for the induction and * The trustees form the central Committee, which meets approximatel ~~y 6~~ training of trustees; times a year. Two SRP Trustees attend the Society’s Walter Bergmann  the charity’s organisational Fund sub-committee which awards grants to support young recorder structure and any wider players. Other key activities, such as training and the SRP/Moeck Solo network with which the charity Recorder Competition, are managed by individual named post-holders, works; responsible to the Trustees.

• relationship with any related parties;

• Trustees’ consideration of major risks and the system and procedures to manage them.

• The competition administrator holds a contracted service position with the SRP.

• The Trustees are advised by two of the Musical Advisers, who attend Trustee meetings in rotation.

• The personal membership secretary is an ex-officio post.

• The Society has 48 geographical Branches throughout Great Britain and one in Ireland, plus personal members who are not members of a geographical Branch. The Branches in Great Britain and Ireland organise regular meetings weekly or monthly for group playing, and one or more Branches jointly organise the Society’s annual Festival.

• The activities of the Society carry only a slight risk of major unexpected expenses, adequately covered by the reserves and insurance. The Society has Public Liability, Employer’s Liability, Professional Indemnity and Trustee Insurance.

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Section C Objectives and activities

Summary of the objects of the charity set out in its governing document Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

The objects of the Society shall be the education of the public in the study, practice and appreciation of the art of music and the allied arts and in particular (without prejudice to the generality of the foregoing) the promotion of the education of the public in the study, practice and appreciation of the recorder and its repertoire.

* Any person who agrees to abide by the Rules and pays the annual subscription to the Society nationally (£25.00 individuals, £37.50 households and £10 for young persons under 30 for 2020/21), plus a sum to cover the costs of any local Branch(es) they join, may become a member and attend Branch and Society meetings. Each Branch is entitled to a subsidised visit, sometimes called a Pastoral Visit, each year by a conductor from the Society’s Panel of Conductors. Each member receives the quarterly publication_The_ Recorder Magazine, which includes some pages of Society news. Visitors are welcome at Branch meetings. The Society organises and subsidises training workshops in topics such as baroque music and dance, conducting, technique, theory and unbarred music. Attendance is open to all for fees of £15 for most workshops, and £17 for the Advanced Conducting Workshop. On-line training workshops were introduced during the pandemic, and remain available at £3 per hour, per participant. The Society’s Walter Bergmann Fund, named after one of its founders, awards grants to young people under the age of 30 born or studying in the UK and Ireland to support their development as recorder players. These grants can be for the purchase of instruments, lessons, attendance at courses, entry to competitions, educational activity promoting recorder playing etc and are available to qualifying groups as well as individuals. Awards are subject to applicants providing evidence of financial need. The Philip Cole Bursary, named after a member is available to be used for workshops in schools, or travel of prize-winners to the SRP/Moeck competition’s final recital, on the recommendation of the WBF committee. Other grants are given from time to time to individuals or groups when these would further the objects of the Society. With Moeck and the Early Music Shop, the Society organises and subsidises a biennial international solo recorder playing competition for young players. The competition is held in odd-numbered years, with the winner giving a public recital the following year. Following the launch of the ‘Schools’ initiative’ at Conference in April 2018 the Society continues to support one school’s ensemble and one music hub. Several branches have made contact with schools but more needs to be done to make the project more effective. During the pandemic it has not been possible to progress this initiative further. * Each year one or more Branches of the Society host a national weekend Festival. In most years there is also a one-day Scottish Festival. The Festivals are open to everyone, whether Society members or not, and include conducted recorder playing sessions, recitals, workshops and other activities. Instrument and music shops attend to enable participants to see and buy items to enhance their playing.

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• The Society centrally commissions new music for recorder consorts and ensembles. The organisers of each national Festival also commission a piece, often with a local theme, for first performance at the Festival, with copies for Branches and affiliated Orchestras for further practice and performance.

• When appointed, trustees’ attention is drawn to the guidance issued by the Charity Commission, including that on their roles and responsibilities. In the opinion of the Society all its activities, including those described above, are public benefits in accordance with the guidance .

Additional details of objectives and activities (Optional information)

You may choose to include * The Society’s grant making activities are described above. further statements, where relevant, about:

• relevant, about: * The Society does not hold or make investments as such. All the funds held by the Society nationally are kept in current or deposit accounts.

•  policy on grantmaking;  policy programme related * Almost all the Society’s activities are undertaken by volunteers, who can investment; claim reimbursement from the Society for expenses only. Professional musicians may charge fees for conducting etc, but are not paid for their

•  contribution made by service as trustees. volunteers.

Section D Achievements and erformance p Summary of the main * The Society continued to promote the recorder as a serious instrument, achievements of the charity to encourage the raising of standards, and to provide opportunities for during the year learning and playing by members and non-members, through Branch meetings, Playing Days and Workshops.

• The Society continued to promote the recorder as a serious instrument, to encourage the raising of standards, and to provide opportunities for learning and playing by members and non-members, through Branch meetings, Playing Days and Workshops. * Permission was granted by the Charity Commission for the Society’s annual Conference to be held on-line on 17[th] April 2021, due to the continued restrictions placed on physical meetings by the British government due to the COVID-19 pandemic. * In 2021 it was not possible to hold a physical Festival, but an on-line event was provided for just over 80 participants, and an arrangement of Bach’s Magnificat by Helen Hooker was commissioned for on-line sharing with branches and members. . * In 2020-21, virtually no in-person playing opportunities were possible, due to the restrictions placed on physical meetings by the British government due to the COVID-19 pandemic. * Additional visiting conductor sessions have been granted to all branches over the next 2 years, as replacements for those missed during the COVID-19 pandemic. *Six subsidised online workshops were held from 24th April 2021 until 19th June 2021, on the subjects of Playing by Ear ( 3 ), Klezmer ( 2 ) Online Ensemble Playing (1 ) * Many branches organised recitals and workshops by professional recorder players, or conducted meetings via zoom, during the continued

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Section D Achievements and erformance p

restrictions of physical meetings due to Covid19. Branch committees continued to be innovative in finding ways to keep members involved.

• Various recorders belonging to the Society continue to be on loan to the National Youth Recorder Orchestras (charity 1153705) for the use of participants in their training courses, although pandemic restriction limited the possibility of in-person meetings during 2020-21. In addition the Society awarded a grant of £2,000 to NYRO to support its activities in 2020-21. During the year the Trustees approved a grant of £3,000 for the coming year, split as £1,500 initially, plus a further £1,500 conditional on NYRO raising matching funds from other sources during 2021/22.

• The biennial recital by the winner of the 2019 SRP/Moeck Solo Recorder Playing Competition, Tabea Debus, took place on-line in November during the Early Music Festival in Blackheath, London. The Competition and Recital are organised by the competition administrator, on behalf of the Society and sponsored jointly with Moeck and the Early Music Shop.

• The Society’s Walter Bergmann Fund continued to give grants to support young recorder players in financial need to purchase instruments, attend courses etc. Most recipients were teenage or college students needing to buy decent instruments for their studies. The Fund has also provided instruments for two schools, and some funds for a recorder group, from the Philip Cole Bursary. Many members and nonmembers contributed cash, instruments or music to support the Fund. The Philip Cole bursary was awarded in 2020 for an educational event which will be paid out once events in schools can take place again.

• The Society receives a share of the sales income and the Performing Rights fees for music computer set from bequeathed arrangements.

• In 2020-21 Branches and the Society’s members have been unable to take part in any activities in the wider community, due to restrictions of the pandemic.

• The Society’s public website at www.srp.org.uk continues to develop as a comprehensive source of information about the Society, its Branches and activities, and about the recorder and its music in general. It includes a catalogue of music held by some Branches to facilitate sharing. It also includes extensive lists or links to details of concerts, workshops, Playing Days, suppliers, items for sale and wanted, etc of potential interest to members and non-members.

• The Society operates under the Constitution and Rules adopted by Conference in August 2020, which were presented to the charity regulators. These new arrangements reduced the number of Trustees, with additional responsibilities carried out by named post holders.

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Section E Financial review

The Society’s Central Fund maintains reserves equal to at least the Brief statement of the annual turnover. The Arthur Ingram Fund is used for activities in support of charity’s policy on reserves the Society’s charitable objectives. The Walter Bergmann Fund, which is a restricted fund, awards grants to support young players up to age 30. The awarding of grants from the latter two Funds will always be subject to the availability of funds.

Details of any funds materially in deficit

none

Further financial review details (Optional information)

• You may choose to include * The Society’s main income derives from members’ subscriptions to the additional information, where Central Fund plus subscriptions levied by each local Branch to support its relevant about: activities.  the charity’s principal sources of funds (including * In 2020/2021 this income was significantly reduced, particularly at any fundraising); branch level, as members were unable to meet in person. Expenditure was also reduced, particularly on the costs of physical meetings (hall hire

• how expenditure has etc.) although payments to conductors continued as branches provided

• supported the key objectives online services to their members. At Central level subscriptions were

• of the charity; reduced as membership fell, and expenditure was reduced as pastoral

• investment policy and visits to branches did not take place. Branch entitlement to pastoral visits objectives including any has been rolled over into the next 2 years, so these costs will be incurred ethical investment policy as branches resume their normal level of activity. Costs for the annual adopted. Conference and Festival were also reduced, as they took place online. * The Arthur Ingram Fund was founded by a legacy and receives the Gift Aid payments from HMRC that the Society’s claims on members’ subscriptions to the Central Fund. General donations to the SRP are allocated to the Arthur Ingram Fund to ensure spending on charitable activities such as training workshops, the SRP/Moeck competition, general grant giving and funding for commissioned music. * The Walter Bergmann Fund is supported by donations of cash, instruments and music and by the Gift Aid payments from HMRC that the Society claims on qualifying donations.

Section F Other optional information

The Society is registered with the Office of the Scottish Charity Regulator (OSCR) as a cross-border charity (number SC038422). Copies of this Trustees Annual Report and the accompanying accounts are being submitted to OSCR.

The Society also has Gift Aid status with Her Majesty’s Revenue and Customs.

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Section G Declaration The trustees declare that thoy have approved the trustees, report above. Signed on behalf of the charity's trustoes Signature(s) Full name(s) Position (eg Secretary, Chair, etc) James Grant Valerie Giltrow-Tyler Chairman Secretary Date 22

The Society of Recorder Players Registered Charity 282751, SC 038422

Central Fund	Income & Expenditure for the Year ended 31st	2021 August 2021	2020
Income	Subscriptions	30,691.17	35,735.02
	Virtual Festival	1,275.00	-
	Interest	110.05	379.70
	Branch closure West Dorset	-	849.59
	PRS fees from branches & affiliates	89.83	123.56
	Donations for NYRO	300.38	338.00
Total Income		32,466.43	37,425.87
Expenditure	Magazine	16,410.40	17,348.44
	Conference	-	-
	Virtual Festival	730.00	-
	Festival Surplus ex gratia	363.30	5,564.90
	Festival 2020 cancellation costs	-	1,086.21
	Festival 2020 ex gratia payments	700.00	-
	Committee	-	1,652.49
	Meeting venues	-	561.43
	PV Conductors, travel	-	1,225.36
	Printing, stationery, membership list	-	817.00
	Phones, postage	-	758.71
	Publicity, website	71.88	731.97
	Insurance	1,900.80	1,974.80
	Making Music	465.00	465.00
	Audit	270.00	250.00
	Bank charges	84.00	60.00
	Miscellaneous	383.97	49.47
	PRS Fees	89.83	123.56
	Donations to NYRO	290.38	331.50
	Legal fees	-	1,200.00
Total Expenditure		21,759.56	34,200.84
Net Surplus		10,706.87	3,225.03

The Society of Recorder Players Registered Charity 282751, SC 038422

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Income & Expenditure for the Year ended 31st August 2021
Arthur Ingram Fund 2021 2020
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Arthur Ingram Fund		2021		2020
Income	Share of Interest	240.76		835.35
	Gift Aid (2018/19)	5,081.84		5,028.67
	Donations	184.00		363.50
	Royalties (Alex Ayre)	39.00		152.80
	PRS fees (Alex Ayre)	152.90		93.42
	Workshops	723.50		1,890.00
	Bravo Bonsor CD	32.01		48.50
	Moeck/SRP Competition	1,802.18		-
Total Income		8,256.19		8,412.24
Expenditure	Workshops	570.00		4,373.85
	PV Conductors, fee contributions	75.00		900.00
	Alex Ayre music costs	-		76.25
	Grant NYRO	2,000.00		3,810.00
	Moeck/SRP Competition	1,750.00		3,602.23
Total Expenditure		4,395.00		12,762.33
Net Surplus/(Deficit)		3,861.19	(	4,350.09 )

The Society of Recorder Players Registered Charity 282751, SC 038422

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Income & Expenditure for the Year ended 31st August 2021
Walter Bergmann Fund 2021 2020
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Income	Donations	3,379.50		2,626.19
	Legacy	3,216.00		-
	Schools Affiliations	-		50.00
	Royalties	-		7.98
	Festival Surplus	181.70		2,782.45
	Share of Interest	86.86		303.76
	Share of Gift Aid	462.40		50.50
	Return of overpaid grant	-		250.00
Total Income		7,326.46		6,070.88
Expenditure	Grants	4,319.22		7,944.84
	Philip Cole Bursary	-		1,000.00
	SRP/Moeck Competition3rd prize	-		400.00
	phone, post, travel	-		101.90
	bank charges	-		20.00
	repair of instruments	358.00		-
Total Expenditure		4,677.22		9,466.74
Net Surplus/(Deficit)		2,649.24	(	3,395.86 )

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The Society of Recorder Players
Registered Charity 282751, SC 038422
Income & Expenditure for the Year ended 31st August 2021
Consolidated Branches 2021 2020
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Income	Subscriptions		30,736.00		60,335.00
	Paid to central	(	26,360.00 )	(	30,995.00 )
	Net branch subs		4,376.00		29,340.00
	Attendance fees		1,832.20		7,958.00
	Visitor fees		1,435.78		4,690.00
	Total		3,267.98		12,648.00
	Refreshments		22.52		1,149.32
	Donations		5,718.00		2,483.88
	Concerts		68.00		592.00
	Sale of goods		2,033.50		883.25
	Gift Aid		687.29		929.99
	Festivals		136.20		2,782.45
	Other		492.65		1,744.95
	Total		9,135.64		9,416.52
	Bank interest		17.88		80.52
Total Income			16,820.02		52,634.36
Expenditure	Room hire		2,229.60		19,686.60
	Pastoral visit		15.00		938.58
	Conductors		10,281.14		11,713.77
	Music		236.10		1,134.89
	PRS		-		94.48
	Refreshments		29.55		652.74
	Expenses		263.59		448.65
	Gifts		795.45		671.18
	Donations		1,067.00		544.00
	Insurance		281.73		723.54
	Publicity		-		116.66
	bank fees		120.00		86.00
	Misc		1,662.64		2,161.29
	Other		550.15		295.59
Total Expenditure			17,531.95		39,267.97
Surplus/(Deficit)		(	711.93 )		13,366.39

The Society of Recorder Players Registered Charity 282751, SC 038422

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Total Income & Expenditure for the Year ended 31st August 2021
All Funds 2021 2020
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All Funds		2021		2020
Income
Central Fund		32,466.43		37,425.87
Arthur Ingram Fund		8,256.19		8,412.24
Walter Bergmann Fund		7,326.46		6,070.88
Branches		16,820.02		52,634.36
Total Income		64,869.10		104,543.35
Expenditure
Central Fund		21,759.56		34,200.84
Arthur Ingram Fund		4,395.00		12,762.33
Walter Bergmann Fund		4,677.22		9,466.74
Branches		17,531.95		39,267.97
Total Expenditure		48,363.73		95,697.88
Surplus/(Deficit) for the year
Central Fund		10,706.87		3,225.03
Arthur Ingram Fund		3,861.19	(	4,350.09 )
Walter Bergmann Fund		2,649.24	(	3,395.86 )
Branches	(	711.93 )		13,366.39
Total Surplus/(Deficit)		16,505.37		8,845.47

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|||||| |---|---|---|---|---| |The Society of Recorder Players| |Registered Charity 282751, SC 038422| |Balance Sheet at 31st August 2021| |2021|2020| |Bank Accounts|Barclays current|1,894.70|2,222.02| |Barclays business tracker|3,523.57|23.40| |COIF deposit|75,899.55|75,888.09| |CAFcash|4,852.61|1,021.66| |CAF Gold|29,257.33|19,404.88| |Nationwide|105,745.16|105,321.57| |Branch bank accounts|108,618.60|107,902.05| |Other assets|Debtors/creditors|166.50|691.59| |Total Assets|329,958.02|312,475.26| |Represented by| |Central Fund|1st September 2020|60,229.35|57,054.32| |Movement for the year|10,706.87|3,225.03| |Debtors/creditors|-|( 50.00|)| |31st August 2021|70,936.22|60,229.35| |Arthur Ingram Fund|1st September 2020|111,232.57|115,582.66| |Movement for the year|3,861.19|(|4,350.09|)| |31st August 2021|115,093.76|111,232.57| |Walter Bergmann Fund|1st September 2020|32,660.20|35,056.06| |Movement for the year|2,649.24|(|3,395.86|)| |-| |Debtors/creditors|1,000.00| |31st August 2021|35,309.44|32,660.20| |Branches|1st September 2020|108,353.14|95,701.30| |Movement for the year|( 711.93|)|13,366.39| |Debtors/creditors|977.39|( 714.55|)| |31st August 2021|108,618.60|108,353.14| |Total Funds|1st September 2020|312,475.26|303,394.34| |Movement for the year|16,505.37|8,845.47| |Debtors/creditors|977.39|235.45| |31st August 2021|329,958.02|312,475.26|

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CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of The Society of Recorder Players On accounts for the year ended 315t August 2021 Charlty no Ilf any) 278751, SC038422 Set out on pagos I report to the trustees on my exarnination of th8 accounts of thè above charity ('the Tnjst.) forthe year ended AS th8 charty's trustees, you 8re responslble for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {"the Acr). Re8ponslbllttle8 and bjsls of r•port I report in respect of my examination of the Trust's accounts carried OLrt under section 145 ofthe 2011 Act and in carrying out my examinati¢)n, I have followed all the applicable Directions given by th8 Charity Commlssion under $8Ctk)n 145151(bl of the Act. Independent I have completed my examlnatlon. I confimi thal no material matters have •xamlnerf8 Statement com8 to my attention in connection wlth the examination {otth￿0t di991kn ') which gives me cau88 to b811eve that in, 8ny material respect.. the accounting records were not kept in accordancewith section 130 of the Charitie5 Act,. or the accounts did nol accord with the accountlng records,. or the accounts did not cornply with the applicable requirements conceming the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requlrement that the acGounts give a 'trLt8 and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters In connection with the examination to which attention should be drawn In this report in order to enable a proper underslanding of Ihe accounts lo be reached. ' Please delete the words in the brackets rfthey do not appty. Slgned: Date: 1, 2 Name: Relevant professional quallflcatlon(sl or body Ilf any): Address: J)WU4¥S /ZaA• Atffl *¢cJ IER Oct 2018