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← Formby Choral Society

2025-07-31-accounts

Trustees’ Annual Report for the period

From 1[st] July 2024 Period start date To 31[st] July 2025 Period end date

Charity name: Formby Choral Society

Charity registration number: 500354

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 The purposes of the Society shall be to
advance, improve and maintain public
education in, and appreciation of, the art of
choral music in all its aspects, including the
presentation of public choral concerts and other
similar charitable purposes as may be decided
upon by the Committee from time to time.
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		 Four concerts are performed in a year, In
addition a “Come and Sing” is held once a year.
The June 2025 concert involved the local High
School and was a collaboration between the
Choral Society and the Creative Arts
Department.
The Liverpool Brass Band is invited to perform
at the Christmas concert. This band has many
members who attend schools in the Liverpool
area.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 We have had regard to the guidance issued by
the Charity Commission on public benefit

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

SORP reference
Policy on grant making Para 1.38 N/A
Policy on social investment
including program related
investment		 Para 1.38 N/A
Contribution made by
volunteers		 Para 1.38 All trustees are volunteers.
In addition many other members of the Choral
Society assist in, e.g. setting out rehearsal and
performance space, refreshments etc.

Other

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 The society has held concerts in November
2024, December 2024, March 2025 and June
2025.
Each concert was attended by around 130 –
200 people. We have noticed that our audience
has grown in number during the 2024-25
season.
We engage professional soloists and
orchestras to ensure high quality performances.
Many of our audience recognise the Christmas
concert as a highlight of the year in the village.
We provide a platform for Liverpool Brass
Band, which has many younger members in our
Christmas Concert.
Our June concert was a collaboration with the
Creative Arts Department of the local high
school; we held a songwriting competition,
poetry and art competitions and the school
choir wrote a song which was performed jointly
by the school and the Choral Society. The
audience contained many young people who
may have had limited contact with choral music.
Feedback from the school was extremely
positive from the young people involved. This
was funded by a substantial donation from one
of our members, the entirety of the donation
being used either to facilitate the school’s
involvement in the concert (prizes, printing
costs of commissioned song etc) or as a
donation to the work of the Creative Arts
Department.
We also held a “Come and Sing” in early
February 2025 which was attended by around
100 people, many of whom were not members
of the Choral Society.

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

Achievements against
objectives set		 Para 1.41 As above – all our activities reflect the stated
purposes of the charity.
Para1.41
Performance of fundraising
activities against objectives
set
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 The charity is financially viable with a small
profit having been made over the year.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 The Choral Society holds reserves to cover the
costs of a concert should the need arise.
These amount to £5000 and are held in a
savings account with The Co-operative Bank.
Amount of reserves held Para 1.22 £5000
Reasons for holding zero
reserves		 Para 1.22 N/A
Details of fund materially in
deficit		 Para 1.24 N/A
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 N/A
Additional information (optional)
Youmay choose toincludefurtherstatements		 Additional information (optional)
Youmay choose toincludefurtherstatements		 whererelevant about:
The charity’s principal
sources of funds (including
any fundraising)		 Para 1.47 Funds are raised by
-
Membership fees
-
Ticket sales
-
Occasional raffles / sales of music
-
Occasional grants and donations
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46 N/A
A description of the principal
risks facing the charity		 Para 1.46 Potential risks may include
-
Loss of membership
-
Loss of venue
-
Loss of volunteers
-
Loss of Musical Director and/or
accompanist
However these are minimal at the current time.
Other

Structure, Governance and Management

Description of charity’s
trusts:		 None
Type of governing document
(trust deed, royal charter)		 Para 1.25 Constitution
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 Unincorporated Association
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 Committee members, including named
positions such as Chair) are elected at the
Annual General meeting through a process of
nomination (2 nominations required) and voting
at the meeting. Each member is elected for 2
years with the potential for re-election for a
further 2 years. The Secretary and Treasurer
are eligible for re-election every 2 years without
limit. The committee are the trustees of the
charity.

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 N/A
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 N/A
Relationship with any related
parties		 Para 1.51 N/A
Other N/A

Reference and Administrative details

Charity name FormbyChoral Society
Other name the charity uses N/A
Registered charitynumber 500354
Charity’s principal address 27 Holmwood Gardens
Formby
Liverpool L37 1NH

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee(if any)
Christine McKee Chair 2/10/24-31/7/25 FormbyChoral Society
Alison Powell DeputyChair FormbyChoral Society
Karen Stark Treasurer 2/10/24-31/7/25 FormbyChoral Society
Carol Cairns Secretary 2/10/24-31/7/25 FormbyChoral Society
Michael Abbot FormbyChoral Society
Louise Tammadge FormbyChoral Society
Mike Smithson FormbyChoral Society
Ros Bramwell 2/10/24-31/7/25 FormbyChoral Society
Stephen Bass 2/10/24-31/7/25 FormbyChoral Society
Angela Bramhall FormbyChoral Society
Carol Cairns Chair 1/07/24-2/10/24 FormbyChoral Society
Patricia Williams 1/07/24-2/10/24 FormbyChoral Society
Mavis Kilby Secretary (joint) 1/07/24-2/10/24 FormbyChoral Society
WendyThorpe Treasurer 1/07/24-2/10/24 FormbyChoral Society
Claire Fraser Secretary (joint) 1/07/24-2/10/24 FormbyChoral Society

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

Director name N/A

Name of trustees holding title to property belonging to the charity

Trustee name **Dates acted if not for whole year **
N/A

Funds held as custodian trustees on behalf of others

Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of
adviser
Name
Address
Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

N/A

Declarations

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

Signed on behalf of the charity’s trustees

Signature(s)
Full name(s)
Position (eg Secretary,
Chair, etc)
Date
Karen Stark Carol Cairns


Treasurer
29thOctober 2025
29thOctober 2025
Charity Name No (if any) No (if any)
Formby Choral Society 500354
1st July2024
31st July 2025
Receipts andpayments accounts
Period start date
Period end date
To
For the period
from
~~ee ee~~		 CC16a
Section A Receipts and payments
Unrestricted
funds		 Restricted
funds		 Restricted Endowment
funds		 Total funds Last year
to the nearest
£		 to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Subscriptions 9,711 - - - - 9 9,711 9,538
Tax Recovery (Gift Aid) 1,751 - - - - 1 1,751 1,814
Concert income in bank (incl C&S lunch &
programmes)		 14,033 - - - - 14,033 14,033 13,100
Donations / Grants 1,745 - - - - 1 1,745 455
Sale of Scores 103 - - - - 103 103 50
Raffle / Refreshment sales 1,416 - - - - 1 1,416 -
Additional SumUp/Online Sales 219 - - - - 219 219 -
- - - - - - - -
Sub total(Gross income for AR) (Gross income for AR) 28,977 - - - - 28,977 28,977 24,957
A2 Asset and investment sales, (see
table).
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts
28,977
-
-
28,977
24,957
~~S555~~
A3 Payments
Conductor rehearsal fees 2,975 - - - - 2 2,975 2,550
Accompanist fees 2,340 2 2,340 2,145
Hall hire(rehearsals) 1,845 1 1,845 1,530
Librarian expenses 106 106 106 91
Insurance and PRS 777 777 777 575
Score / bookpurchase 180 180 180 175
Choir Training 349 - - - - 349 349 -
Advertisingandpublicity (general) 257 - - - - 257 257 50
Refreshments / C & S lunch 580 - - - - 580 580 728
Sundries 453 - - - - 453 453 519
Concert expenses 17,951 - - - - 17 17,951 17,661
SumUp/Online bank charges 219 - - - - 219 219 -
Independent examination of accounts 150 - - - - 150 150 -
- - - - - - - -
**Sub total ** 28,181 - - - - 28,181 28,181 26,024
A4 Asset and investment purchases,
(see table)
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total payments
28,181
-
-
28,181
26,024
~~===~~
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end		 796
-
-
796
- 1,068
-
- -
-
-
12,672
- -
12,672
13,740
13,468
-
- 13,468
12,672
~~——=S==>~~

CCXX R1 accounts (SS)

29/10/2025

1

Section B Statement of assets and liabilities at the Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on behalf of
all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Share of BFCS account
Signature
Details
Details
Current account
Reserve account
Cash float
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
8,363
-
5,000
-
100
-
5
-
13,468
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name		 Endowment
funds
to nearest £
-
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

CCXX R2 accounts (SS)

29/10/2025

2

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