2023-03-31-accounts - The Suffolk Organists Association

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Trustees’ Annual Report for the period

From 1 April 2022 Period start date to 31 March 2023 Period end date

Charity name: The Suffolk Organists Association

Charity registration number:299408

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To promote the tuition and performance of organ music
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	To support tutors, trainees, students, practicing organists
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	Trustees have regard to the guidance

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	To provide tuition to students of all ages by way of professional teaching by accredited tutors, to assist with purchase of music, and provision of advice on learning programs
Policy on social investment including program related investment	Para 1.38	Not applicable
Contribution made by volunteers	Para 1.38	Providing meeting venues, tuning organs, arranging concerts, stewarding events, arranging committee meetings, managing website, publishing newsletters and journals
Other		Not applicable

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	Students have progressed through Associated Board exams to and beyond university organ and choral scholarships. Promotion of church and organ music through concerts, lectures, and demonstrations.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Surplus donations invested i9n building society account
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Income for providing masterclasses, and tuition derived from interest on savings
Amount of reserves held	Para 1.22	Approx £130k
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Affiliated to Incorporated Association of Organists (IAO).
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	Voluntary proposals for election by general membership to governing Council for defined periods.

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	The Suffolk Organists Association
Other name the charity uses	Suffolk Organists Association
Registered charity number	299408
Charity’s principal address	Ridgeways, The Street, Charsfield, Woodbridge Suffolk IP13 7PU

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Charles Roger Pulham	Treasurer	2014 to present
Paul Austen	Membership secretary	2018 to present
Stepehen Hogger	Secretary	2016 topresent
Alan Loader	President	2023 topresent

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

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

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

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

Signed on behalf of the charity’s trustees

Signature(s) C.R.Pulham

Full name(s) Charles Roger Pulham

Position (eg Secretary, Treasurer Chair, etc)

Date

18 January 2024

Treasurees Report Aprll 2022- March 2023 Figures in italics show pViouS year Headllne flgures Members, 5ubscription5. mlclass fees & donations Operating cost5 Excess income over expenditure Income and other Inputs 202212023 Transfer of interest from investment a¢count Gift Aid tax rebate Members, subscriptions, donations. masterclass fees Interest on investment account Legacies (Hazell Trust) Total Income tsnd other Inputs 2021/2022 Tronsfer on interestfrom investment account GiftAid tux rebote Members. subscriptions and donations Legacy (D.HatcherJ Interest on investment account Totul Expendlture 202212023 Admin, sponsorin& IAO cap, IAA sub, webslte, insurance, room hire Journal 1,749.00 1,467.73 251.27 608.03 1,794.00 974.27 55,OCKJ.00 58,376.30 I,OCQ.t)O nil 933.00 11,896.99 410.23 14.240.22 1,004.13 463.00 Tuition mlclass exes Ilnc unpresented St. M le T. sponsorf5 cheque 3C(I.C4)1 Totsl Expenditure 2021/2022 Admin, IAO ct7p, expenses, IAA sub, website. insurance Tuitton, Suffolk Music Festivol. bursaries Journt71 printing and exes Total 1,467.73 1,673.09 nil 1,458.43 3,131.52 Tronsftr o"legocy to Investment occount 11,896.99 Sarst3nder cheque account opening balance l April 2022 Santander cheque account closing balance 31 Marcb 2023 Ipswich I Suffolk Building Society investment actount 7102123 Ipswich I Suffolk Building society No. l account Collertion made at Corn exchange held on behalf of Ipswich Arts Association 1,615.03 7,474.33 131,114.03 29.39 414.80 C.R.Pu',ham 20 April 2023