2025-06-30-accounts

Trustees Annual Report 2025 for Winchester Symphony Orchestra

The charity is also known as WSO

Registered Charity No . 286679

Registered Address: Springdale, Sleepers Hill, Winchester, Hampshire, SO22 4NE

Trustees:

David Blunt – Chair

Lucy Higgs – Secretary

Rachel Burbidge – Treasurer

Emily Edwards

Teresa Elvin

Sandy Innes

Jane Miller

Richard Morcom

Ursula Puentener

Bank : Lloyds Bank, 25 Gresham Street, London, EC2V 7HN

CAF Bank Ltd, 25 Kings Hill, West Malling, Kent, ME19 4JQ

Independent Inspector of Accounts : Trevor Grant

The charity is an unincorporated association and operates under a constitution adopted on August 9[th] 2014, most recently updated in April 2026. Trustees are elected at an Annual General Meeting held at the beginning of each season (September/October). Policies are in place for Financial Reserves and Data Protection.

Winchester Symphony Orchestra (the “Orchestra”) is a large amateur orchestra with a regular membership of 70-80 musicians. Any local musician playing a suitable instrument can ask to join. They will be invited to attend rehearsals for an informal trial and if they are of an appropriate standard and there is space in the section, they will be invited to join. We work with a professional musical director and professional soloists to produce concerts of high quality in various venues in the Winchester area. Members

pay a subscription fee each year to play with the Orchestra; trustees all give their time voluntarily and receive no monetary or other benefits.

Charitable Objects

The object of the Orchestra is to advance public education and appreciation of the art and science of orchestral music in all its aspects by the presentation of orchestral concerts and by any other ways as the Orchestra from time to time determines.

Specific ways in which we achieve this are by providing concerts which are specifically aimed at children, their families and members of the public who might be new to orchestral music. We also organise a biennial concerto competition, encouraging talented young musicians to put themselves forward to play as a soloist with the orchestra. This can be a formative experience for a young instrumentalist.

Membership of the orchestra provides musicians with the opportunity to learn from professional conductors and tutors. We also aim to provide any member who would like to with the opportunity to play a concerto with the orchestra in a supportive environment.

We also collaborate with other local groups, providing orchestral accompaniment for a local choir and we have provided opportunities for local students to use our events as media projects.

Main achievements of the 2024/25 season

This was our first season working with our new Musical Director Daniel Hogan. We provided 2 very well attended concerts in central Winchester, bringing well-respected professional soloists to perform in the area. In the summer, we put on a family concert with a wide variety of music on the programme and a narrator to provide extra interest to the audience. This was well attended by an audience containing plenty of children and others new to our events. We encouraged a relaxed atmosphere and provided opportunities for audience members to get involved, meet members of the Orchestra and try playing an instrument or conducting a group of musicians.

Within our rehearsal sessions, we explored a wide range of repertoire and 10 members of the orchestra had the chance to experience playing a concerto with the group. We aim to offer this opportunity to other members in future seasons.

Finances

The Orchestra reserves policy is to hold £10,000 of funds in reserve, which is intended to be sufficient to cover all irrecoverable expenses for any concert or concerts which were to be abandoned. Cash assets at 30/06/2025 were £13390.

The charity is a member of Making Music and under their guidance now has a new relationship with Winchester Symphony Orchestra Productions Limited, which will

organise and fund concerts and will claim Orchestral Tax Relief on those costs. We also claim Gift Aid on Members Subscriptions each year. Most of the rest of our income is derived from concert ticket sales. Expenditure is on the running costs of the Orchestra, mainly venue hire and professional fees for rehearsals and concerts.

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the trustees by

David Blunt

Chair of Trustees

Date ……………………………………

Winchester Symphony Orchestra

Registered Charity no. 286679

Statement of Accounts

Summary Account balance brought forward Total income Total expenditure Net income Account balance carried forward	2024/25 9473.82 28012.86 27612.96 399.90 9,873.72	2023/24 8732.33 20935.74 20194.25 741.49 9,473.82

2024/25

2023/24

Income

Subscriptions Gift Aid Bank interest Box office Programme sales bar sales Advertising income Donations note 1 Christmas Meal	8419 1755.25 202.61 12861 728.7 49.8 0 2511.5 Note 2 1485 28012.86	7942.50 0.00 243.91 9784.43 469.20 920.70 50.00 580.00 945.00
		20935.74

£2,500 donation from Southampton Choral Society

£11.50 donations from audience members

£550 sponsorship from Paris Smith

£30 from audience members

1

2

Expenditure Rehearsal venue Music hire Conducting fees for rehearsals Bank fees WSO Productions Limited Website Making Music Professional concert fees Concert venue Augmentation Instrument hire Printing/online advertising Interval catering SUM-Up fees Box office fees and VAT Gifts Prize money PRS fees Companies House Christmas meal Total	2024/25 2712.98 1203.22 4678.9 60 5000 248.83 468 4294.64 3362.4 328.8 242 950.4 490.32 19.44 1051.23 68.3 575 287.5 71 1500 27612.96	2023/24 3823.42 1891.80 2970.00 60.00 0.00 195.99 449.00 3200.80 3201.00 600.00 192.00 778.16 945.78 4.69 448.30 426.75 0.00 88.56 0.00 918.00
		20194.25

Statement of Assets & Liabilities at June 30th	Statement of Assets & Liabilities at June 30th	2025		2024
Account balances		£	£	£	£
Lloyds Account		1956.18		2202.39
CAF Cash Account		80.71		115.35
CAF Gold Account		7627.03		6824.78
Petty cash		209.80		331.30
Other monetary assets			9873.72		9473.82
Subscriptions outstanding Loan to WSO Productions Limited		0.00 5000.00		0.00 0.00
Donation cheque clearing Outstanding programme sales via sum-up		50.00 0.00		0.00 27.50
Outstanding Box office income		2033.00		2179.00
			7083.00		2179.00
Total Monetary assets			16956.72		11652.82
Non-monetary assets
			0.00		0.00
Total Monetary and other Assets			16956.72		11652.82
Liabilities
Printing		190.00		195.80
Photography		0.00		100.00
Music hire		371.81		0.00
Professional fees		1700.00		1444.64
PRS fees		74.40		74.40
Interval catering		0.00		107.12
Concert venue		720.00		600
Rehearsal venue		180.00		270
Gifts		20.00		0.00
Prize money		0.00		575.00
sum-up fees		0.00		0.44
Box office fees		265.46		261.48
Instrument Hire		45.00		242
			3566.67		3870.88
Net assets			13390.05		7781.94

Breakdown of income/expenditure by concert for the 2024/25 season

Expenses Concert fees Concert venue Music hire Augmentation Printing/online advertising Instrument hire Interval catering SUM-Up fees Box office fees and VAT Programmes Refreshments Gifts Prize money PRS fees Photography Income Box office Door sales Programme sales Orchestra fee bar sales Advertising income Wine return Sponsorship Balance Season Balance	Oct 24 77.76 61.00 138.76 2,500.00 2,500.00 2,361.24 3,938.22	Nov 24 1,650.00 1,381.20 441.10 67.80 86.40 0.00 180.00 6.14 375.33 250.00 23.20 36.25 4,497.42 4,911.00 227.00 256.70 5,394.70 897.28	Mar 25 1,800.00 1,381.20 115.05 0.00 89.00 0.00 180.00 3.86 414.42 225.00 0.00 21.25 4,229.78 5,448.00 132.50 317.50 5,898.00 1,668.22	June 25 1,200.00 720.00 485.16 0.00 115.00 45.00 0.00 0.00 243.96 190.00 0.00 20.00 74.40 3,093.52 2,033.00 72.00 2,105.00 -988.52

Independent Examiner's Report •)n the Accoullts report to the Tntstees of the Wmchester SYmpI￿nY Orchestra on the accounts for the twelve month5 ended 30 June 2025 set out on the prece(ting pages. The Trustees consider thaE an audit i8 not required for this year (under seclion 43(2) of the Charities Act 1993 (the Act) and that all independent eXa[Di￿on is neede(t It is my responsibility to: Examine the accounts {under Section 43 of the Act); To follow the proce(lures laid down in the Gelleral Directions given by the ch￿lty Commission (ullder section 43(7)(b) of theAcr); and To state whether particular matters have Coll￿ to at*ntto Basis of Independent Examinerfs Statement My examinauon was carried out in accordan￿ with Generaj Directio￿ given by the Charity COMMI￿oners. An eXami￿tiOn irjcludes a review of the accounting records kepi by the Chariry aod a Co￿parIS0￿ of the accounts presented with th(yse records. It also indudes consideration of any unusual items or di￿lOsureS in the accounts and seeking explaEJations fro￿ the Tn￿lee5 conceTDing any such mattets. The procedures undertaken do not provide all the evidence that would be required in an audit and consequendy I do not express an audit opinion on the accounts. Independent Examinevs Statement In the course of my examination, no matter has come to iTry atteDLion: l. which give5 n)e Teasonable cause to Wieve that in ally material iespect the Ttustees have not met the reqUite￿ellts to ensure that: proper accounting records are kept (in accordance with secuon 41 of the Act)" accounts are ptepated which agree with the accounting records and comply with the accounting requirell￿llts of the ACL or 2. to wbicty in my Opinio￿ should be drawn in order to enable a pro￿ undersLmding of the accounts to iE reached. Signed Trevoi Oakleigh Maurys Romsey S0516DA Il. March 2026