## **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** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||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 p￿ViouS 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 Treasurees Report Aprll 2022- March 2023 Figures in italics show p￿ViouS 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