2024-07-31-accounts

The Havant Orchestras Havant and District Orchestral Society Trustees, Report for the Season 2023- 24 ection A Refe nee an administration deta. Charity name Havant and District Orchestral Society Other names HADQS, Havant Orchestras Registered Charity No. 288747 Principal address 135, Andrew Crescent, Waterlooville, P07 6BG Chari Trustees Jonathan Scott Becky Hill Cath Hutchin Chair, Webmaster and Making Music representative (to Jan 2024) Chair (from January 2024} Honorary Secretary, Child Protection OffI￿r and Making Music representative {from Jan '24) Honorary Treasurer Administrator (to January 2024) Committee member (Orchestral Manager, HCO + HSO Strings) Committee member (Tickets Secretary) Committee member Committee member (Publicity) Committee member (co-opted January 2024), {Qrchestral Manager WindlBrass) Committee member (co-opted January 2024) Comrnittee member (co-opted January 2024) Committee member (co-opted January 2024) Committee member (co-opted January 2024) Wendy Stafford Stella Scott Barbara Martin Stuart Annable Michael Cook Helen Taylor Spence Bundy Gwenda Dearsley Roseanne Kendall Pip Langdown Simon Lloyd Auditor and advisor to Hon Treasurer Phillipa Holman ectl nB Structure overnance and mana ement Goveming document - constitution adopted September 1983 as revised in September 2013- This has subsequently been updated, following the Making Music guidance, and is to be presented to the wider membership for formal adoption at the AGM September 2024 Association - consisting of about 100 mernbers Trustees- appointed or re-appointed annually at the AGM in September. Trustees - may also be co-optsd by the Committee. aking usic H•vqnt fisillct Orchostral ￿lSty￿rADos> P￿t￿e0 Chakity No. 288747 Pf8wdent Th•Mayorof CwndlloT PatefWAd8

The Havant Orchestras Additional govemance issues- The Society is affiliated to Making Music. Any members involved in organising activities for younger audience members have undergone appropriate DBS (CRBI checks. The Society has a Safeguarding Policy in place The Society has taken steps to ensure Complian￿ with GDPR. The full, revised policy will be available to all members via the website, following approval at the AGM in September 2024. All trustees give their time voluntarily and re￿1ve no remuneration or other benefits. It is expected that training about the rol8 and responsibilities of trusteeship will be developed further over the next year. Sectlon C Ob'ectives and activlti The principal objective of the Society is to promote the appreciation of music by the presentakn'on of public concerts and recitals, and in other appropriate ways; and to offer the opportunity for local musicians to play a wide range of classical music to a high standard. Summa of main activities durin Despite significant changes and challenges during the year Havant and District Orchestral Society has continued to develop and grow, both in the numbers of people actively involved, as performers and audience. and in the range of music played. the season Conc rts. For a more detailed report please see Appendix 1 Havant Symphony Orchestra (HSO) staged its annual 'popular classics, concert at Hayling in September 2023 and performed 3 con￿rtS in December, April and July at Oaklands School, Waterlooville. Havant Chamber Orchestra {HCO} presented concerts in October, February and May at Holy Trinity Church in Fareham. Members from both orchestras joined Portsmouth University Choral Union in their exciting performance of Haydn's Creation in May. In June invited players from the Chamber Orchestra put on a further event as part of the Waterlooville Music Festival. A quartet of string players were asked On￿ again to play for the annual mayor-making ceremony for Havant. Moving fo￿ard, as each new mayor is elected, helshe will become the president of the society for their term of office. Similarly small groups of players have supported other local events where links exist. Pre-cOn￿rt talks were given at the October and February HCO concerts. aking U51C Rffj4st8r*J Charlty No. 288747 Progdent. Thè Mayorol Havan( co￿￿110rpot•rwtyje

The Havant Orchestras ience n mbers HCO did slightly better than last season but, with the maximum audience size limited by the Spa￿ at the venue, continued to struggle. HSO audien￿ numbers were affected by other events in the local area and by the fact that the March concert coinaded with Mothers, Day. Event Audience this season Audien￿ last season Audience in previous season HCO October 83 68 46 HCO February HCO May HCO June Waterlooville festival 102 71 67 60 61 i.r.0. 60 HSO Hayling cOn￿rt HSO December HSO March HSO July 142 337 250 110 202 237 98 i.r.0. 220 212 160 Bob and Be The Bob and Beryl Harding Bursary for Young Conductors for 2023-24 was awarded to Enyi Okpara. He has subsequently won the coveted Calleva Assistant Conductor Competition with the BSO. His final concert with the HSO has been planned to be part of the newly re-instated Havant Music Festival, at a different venue and following a different format from usual. Auditions were held in July and the Bursary for 2024-2025 was awarded to Ben Qureshi, recenuy graduated from Southampton University. l Hardin Bursa M mbers and Su orters There were 31 orchestral players who are officially 'members' through paying a subscription, plus 21 regular attathed players who. mainly èecause of the instruments they play. are invited to join us for specific rehearsals and concerts. During the year we have been fortunate to make links with a burgeoning local youth orchestra, through various joint activities and key personnel. (see 'Educational Activities, below} From this, we have welcomed several talented young peopl8 to the regular orchestra. In addition the Society had 24 Season Ticket Holders at the start of the season. Others have requested to re￿1ve regular information as'supporters, or'friends of the orchestra, during the year, so that we now have 43 households on our mailing list. As always, the work of the Society was supported by a small group of non-member supporters, mainly with family connections to mernbers, to whom the Society is extremely grateful. aking usic Havant 8nd Di8trtct Orchestrdl Sfthty (HAOOSI Registwed ChBrity No. 288747 Prnth8nt.. Tho Mayotol H4vanL Cwttcuior Potsrwwjo

The Havant Orchestras Section D Develo ments in 2023- 2024 season Committee Chan es This season was somewhat traumatic for the committee At the 2023 AGM nominats'ons were re￿IVed for a new Chair, Becky Hill, to replace the long-standing previous holder of the post, Jonathan Scott. Despite the usual invitation to others to stand, Jonathan was not prepared to stand down with immediate effect. believing that he, and his wife, Stella, acting as Administrator, needed time to process a change. and to explain exactly how they have done what they have been doing for the past ten years in the way of managing the orchestra. A compromise solution was sought to give them a period of transition, with an additional meeting, an EGM, called later in the year to allow the full membership to take a vote on the issue. Although this was understood by most of the people present, it was evidently not dear to the outyoing Chair and was not accepted in the spirit in which it was intended. The anticipated EGM, called by the requisite number of society members in D@￿Mber, was later Can￿lled as it was considered to have been incorrectly called, (Those calling it had followed the current HADOS constitution and had acted on advice given, but technical errors had been made.} The Chair, supported by the committee, subsequently agreed to call an EGM in January and agreed that he would stsnd down as Chair, should the members wish it, through a vote tsken at the meeting. This was indeed what happened, and Jonathan and Stella resigned at the next committee meeting. They have continued to play with the Chamber Orchestra but have handed over other roles, along with their considerable resources, to the incoming Chair. We are gratefvl to them both for their continuing cOn￿rn, despite the obvious hurt caused. It is hoped that their contribution can be forma51y acknowledged in the fiJture. Volunteers quickly came forward to support the new Chair, both as co-opted members of the committ8e and to take on some of the tasks involved from outside the committee. . A comprehensive survey of players and season ticket holders helped detemiine progress and prioritise actions needed. As a result there have been significant changes to the modus operandi of the orchestra, with different venues, different people involved and a different mixture of music on the programme for next season. Much of this has been dependent on the new Chair, Becky Hill, whose commitment, 8nergy, and time dedicated to the orchestra has been beyond expectation. In future, once roles within the committee have been clearly defined, responsibilities will be shared more equitably among committee members. Educational Activities - Excits'ng links have been made with the recently formed South East Hampshire Youth Orchestra. The HADOS Chair has been involved in the management ofthe SHYO and some of the HADOS players have supported SHYO rehearsals and concerts. HADOS Havarrt and Dlstrlct OKh#thi ￿At>)$) Ro*tèred Chamy No. 2B8747 Pwdent.. The Mayord Havani CthMKillar Paterw naking usic

The Havant Orchestras have organised 2 '0pen rehearsals I sight-reading evenings. at which young, visiting players have sat alongside the regular more eXperIen￿d players to prepare a short concert for parents and season ticket holders. At the most recent of these, one of the students was able to conduct one of his own original compositions- a rare experien for a young composer. From this, several 15- 18 year olds have joined the regular orchestra playing with enthusiasm and skill and gaining the experience to become really useful, talented players. ction E - Flnanclal evlew o doss n1Au us 2023- 1 Jul 2024 1 Although in some respects it has been a somewhat unpredictable year for HADOS, the account5 show that income {£32,1411 for this past season was higher than last year but equally we spent more (£29,624). This makes for an operating surplus of £2516 (which is much the same as last year). The incomelexpenditure sheet (attached) itemises aspects of income and expenditure. Overall, individual concerts run at a loss, as has always been the situation. HADOS continues to be relatively 'well off because of donations and bequests in previous years. The committee are keen to address the costs we incur and see if they can be redu￿d. The revised schedule of con￿rtS and the range of choices of pieces in the programming of concerts are d1￿cted to this end. 2 Donations, both 'one ofl and regular direct debits, continue to be re￿iVed for the Peter and Sandra Craddock Memorial Fund, which at the end of July 2024 stands at £22,947. The fund again benefitted this year (in Odober 2023) from a grant from Bedhampton Charitable Trust {£12351. Money from the fund was used to pay the retainer paid to Jonathan Butcher (conductor). The Gommittee will meet in September to decide which items in the coming season will be supported using this fund. 3 The Bob and Beryl Harding Bursary fund stands at £21,035 at the end of July 2024. Expenditure this year has been in respect of the bursary holder, Enyi's, travel costs, and the travel expenses of bursary audition candidates. 4 The Hire library net income is again substantial at £3.937 contributing significantly to HADOS wellbeing. 5 The operats'ng surplus for this season was £1,820, nearly £800 more Ihan last year. Reserves: The overall bank balance at the end of July 2024 was £66,661.71 p which equates to around £63,057 once liabilities (£3.604) are taken into consideration. The Craddock Fund and Harding Bursary monies are going to be moved into accounts within Caf bank which yield a higher interest rate than the account in which the General Fund will remain. Once the Craddock Fund and Harding Bursary balances are deducted from the overall bank balance, the General Fund balance as at 31 July 2024 was £22,679. naking nusic Havant and Dlstritt OYche5tral SLtW (HADOSI Regkstwed Charfty No. 288747 Pfe8idenL.Thè Mayor of HavanL ¢w￿l0T P&tsrw￿1B

The Havant Orchestras Th8 Society aims to maintain reserves of at least £15,000 in its General Fund without advances in order to enable us to meet contractual obligations in the event of not being able to perfom concerts. We hope our 2024125 season planning will ensure that each of our con￿rtS makes a profit. Wendy Stafford. Treasurer HADOS 27.08.24. Sectton F Plans for 2024- 2025 Season The schedule of concerts has been significantly changed for the coming season, mainly in response to the wishes of the players as expressed in the survey in the Spring, but also to attract a larger audience so that financial losses incurred by re￿nt concerts can be avoided. To this end music has been chosen which reflects requests from the orchestra and audience, gives each concert a title which makes marketing the concerts easier, and gives the orchestras a competitive edge in the local area. A full season of 8 concerts has been planned for the coming season and season tickets are on sale. Please see our website for more details www.havantorchestras.or There will be six concerts given by HSO. Enyi Okpara will conduct the concert in October as his last ¢oncert with the HSO as Bursary Holder. This Concert will be at Warblington School as part of the Havant Music Festival. Four other contsrts will take place at Oaklands School, Waterlooville. and one at the Hayling Island Community Centre. There will be two con￿rtS given by the HCO, an aftemoon of chamber music at St. Thomas, Church, Bedhampton and one with the full orchestra at the Sacred Heart Church in Waterlooville The Souety is still dependent on a relatively small number of people. The need for non-players to help with tssks such as front-of-house and catering on concert days is being addressed to some extent although further discussion is needed. We have an urgent need for someone to take over the role of Tickets Secretary. Other roles within the committee need to be discussed and defined. Chairman and Trustees of Havant and District Orchestral Society www.havantorchestras.org Declarations The trustees declare that they have approved the trustees. report above. Signed on behalf of the charity's trustses Signature{s} Full name(s) Position eg Chair, Sec. etc.) LA rrf è-11 irJ /llJ Date .q.2W Lf6. 04. >p Havant and Dl8tklctOrehathi Soei (H￿08) Regkster•J Charity No. 2B8747 PrnsK$8nt.. The Mayorof Havart CwNIIIoTPotsrWEle aking usic

The Havant Orchestras endix 1 Re ort on musical a ivities for the 2023- 2024 season The season started with the 'Popular Classics, cOn￿rt at Hayling Island Community Centre in September. This gives the bursary holder from the previous season the chance to choose his own programme selected from music from the orchestra's library, and with one of his student colleagues as soloist. For this concert James Thomas had invited Thomas Luke, who won the keyboard section of BBC Young Musician in 2020, to play the Saint-saens piano concerto. This was new to most of the orchestra and both James and Thomas gave very impressive performances. The concert opened with Mendelssohn'5 'Hebrides Qverture, and finished with S¢humann's 'Spring' Symphony. The first concert of the year with the Havant Chamber Orchestra, conducted by Robin Browning. featured Rob Blanken, principal clarinettist, who has been associated with the orchestra for a long time, playing the Finzi Clarinet cOn￿rt0. It was beautifully played and very well received by a small, but appreciative audience. The remaining pieces in the programme called on the strings section of the orchestra, with the highlight being Vaughan Williams 'Fantasia on a theme by Thomas Tallis,. We showcased the skills of another local soloist for the December Symphony Orchestra COn￿rt, conducted by Jonathan Butcher, with Valents'na Seferinova playing Rachmaninov's Piano Concerto no. 2 as the main work. A mix of shorter Christmas- related works, and Pa￿'CUlarlY the inclusion of carols for audience participation, proved popular. Alexandra Peel, the soloist for the February Chamber Orchestra concert, once again a local soloist, this time a young lady starting out on her performing career, delivered a stunning performan￿ of Mozart's Violin Con￿rt0 no. 4. The 'ltalian' Symphony by Mendelssohn proved a challenge for the orchestra but was well met by the players involved. The soloist booked for the March Symphony Orchestra Concert had to withdraw al short notice because of illness. However she was able to recommend an alternative, Dan-lulian Drupc whose virtuosic rendition of the Khachaturian violin concerto was truly inspiring. Enyi Okpara, the current bursary holder, conducted the Mussorgsky 'Night on a Bare Mountain, to open the concert, with Jonathan Butcher conducting Dvorak's ever-popular 'New World, Symphony in the second half. In May, members of the orchestra were inviled to join Portsmouth University Choral Society for a performance of Haydn's 'Creation' conducted by Professor George Burrows, viola player with the HSO. This was an exciting and rewarding experience for all Concerned, and one which we hope will be repeated with other works in the future. Later in May, it was the turn of the wind section from the chamber orchestra to shine with the Petite Symphonie for Wind by Gounod, contrasting with t￿0 short Delius pieces and Mozart Symphony no. 40. Havant ￿51￿ctOr¢hO$traI $oBiety iTrIADOSI Re￿￿tsre0 Charity No. 288747 Prn9Klentr. Tho MayorLrf M￿an¢ Cwnoiloy P8tvrW*d8

The Havant Orchestras In June, invited members ofthe string sections from both orchestras presented a very successfvl cOn￿rt as part of the Waterlooville Music Festival, conducted by a student conductor, Ben Qureshi, who had been recommended by Robert Browning, the regular HCO conductor. Ben impressed all players and has subsequently been appointed our bursary holder for next season. We were saddened that illness prevented Jonathan Butcher from conduding the concert in July. especially after he had rehearsed the programme with the orchestra at the beginning ofthe term, and we were pleased that we were able to offer him a financial retsiner Ihalfthe amount we would have usually paid him for the remaining rehearsals and COn￿rt day) to support him. We were very grateful that James Thomas was able to join us for the final few rehearsals and concert, and his preparation and conducting were outslanding. particularly during the Elgar Cello Concerto with Joseph Spooner as soloist. Enyi Okpara opened the con￿r¢ conducting Smetana's 'Dances from the Bartered Bride, Havant Bnd L4sirf¢t OYch8stral Soclety (HAtx)si ReL4St8r•l Chanty No. 288747 PrnsTdoryt.. The MayoToI Havanl, c￿￿10r Pet8rWade akiiig usic

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IHARITY Havant And District Orchestral Socièty IHADOSI 288747 Receipts and pa ments accounts CC16a For the perlod from 1 August 2023 37 July 2024 Section A Receipts and payments Unrestrlcted funds Re8tricted funds Endowment funds Totsl funds Last ygar to th& r**rest to wregt£ to thè near85t £ to th& rw8si£ to th$ noar•st£ A1 Recei Grants Sponsors DonalionslFriends Season Tid<ets T￿k81S at Door RefreshffEnts Adverhsemenls Playing Members. Donaty"rms Investment Incon Music Lib Lend Sundries Haylin Island Concerts 1,435 970 422 1,43S 970 422 t2.747 72S 12,747 725 5,026 5,026 5.390 5.390 3,650 3.650 1,082 Bursa fund thnations Sub total (Gross income for AR) 32.14t 32,141 an Sge tsble . Musl¢ Sales Inv en Sub total 32.141 32.141 A3Pa Sobisis Conductor Orchestra Rèheafsal Hall Hi Plano tunlng Concert Pre88ntationBox Offre Refreshmènt costs Publicity and IProgramme Printing Ottter ¢W￿rts Music Hire Music Hire Library Eypons85 AdminvJtraty"onlln$urancelAudiVPRS Etc. Bursary fund expen8es and score ments 2,354 16,631 1.972 300 3.047 138 901 213 789 1,453 1,778 2.354 16,631 1.972 300 3,047 901 213 789 1,453 1,778 Sub total 29,575 99 29,538 A4 A$8et and investmont 49 Sub total 49 49

Net of recaipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 2,516 667 99 667 2,615 Section B Statement of assets and liabilities at the end of the period Unrestrictad to wrest £ Restricted to n￿rn$t£ Endowment to nea￿$t £ B1 Cash fundg Cash al bènk. CAF account 42.202 21.035 Total cash funds 42,202 21.035 (Agree bgisnr%$Kilh receipts￿1 paymsnts a￿￿nI(SI1 Regtrlcted funds to n•ar•st£ Endowment funds to n8ar8st £ nds to nèarost £ Details NIA B2 Other monetary assets Fund to whlch asW belon Currènt valu8 tlonal Detalls NIA cost loptlonall B3 Investment assets Fund to whl¢h ass•t belongs Current value tlonal 7000 Details Music Library leslunakn11. ts"mpani Cost{optlonall B4 Assets retained for the charity's own use Fund to 7hl¢h Amountduv bYhFn du8 Details S8ason ticket adwdncJ sales BS Liabilitles &gned by onè or two trustw on behalf of all the trustees Signature Print Name Date of roval W Stafford Treasurer 04.0

HAVANT AND DISTRICT ORCHESTRAL SOCIETY, REGISTERED CHARITY NUMBER

BALANCE SHEET AS AT 31 JULY 2024

2023 CURRENT ASSETS Cash: CAF Bank (HADOS) 18974 Peter Craddock Fund 23326 Bob Harding Bursary 20467 Total at CAF BANK 31/7/2023 Floats Prepaid for next year Hayling Concert CURRENT LIABILITIES Income Received in Advance: Season Tickets Grants & Donations Accrued Charges (Auditor) Expenses Paid August Accruals - Oaklands/Pallant Centre/ Conductor Bursay Expenses pid August NET CURRENT ASSETS TOTAL NET ASSETS	2023	2023 62767 180 100
		63047 626 0 400 0 605
		1631 61416 61416

NOTES: FIXED ASSETS

The Music Library & small items of equipment owned by the Society would cost more than £70,000 to replace, in the opinion of the committee.

Wendy Stafford Treasurer

288747

2024 22680 22947 21035	2024	2024 ` TOTAL NET ASSETS REPRESENTED/ BALANCED BY: 66661 180 0 66841 ACCUMULATED FUND Surplus from previous year 690 0 Add operating surplus for year 450 0 Surplus as at 31 July 1867 597 3604 63237 63237

AUDITOR'S REPORT

I have audited the Income & Expenditure Accounts 31 July 2023 together with the balance sheet as at t both for the Society and for the Bob Harding Bursar Conductors - from the books and records of the Soc In my view these financial statements give a true an the Society's affairs at 31 July 2023 and of both its o fund surplus for the financial year then ended.

P. HOLMAN MAAT 9 Idsworth Road, Cowplain. Dated 2 Jan 2025

2023

2024

60377	61417
1040	1820
61417	63237
61417	63237

for the year to

ry for Student

nd fair view of operating and