CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From: 15 July 2023 Period start date To: 14 June 2024 Period end date Charity name: Malvern Festival Chorus Charity registration number: 506787 Objectives and Activities SORP reference Summary of the purposes of the charity as set out in its overnin document 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. Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.17 Established to advance the education in and appreciation of music in Malvern and the surroundin district Rehearsal and presentation of concerts for choir, soloists and orchestra Para 1.17 and 1.19 Additionally, an annual carol concert is normally performed in support of selected local charities The trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.18 Additional information (optional) You ma choose to include further statements where relevant about: SORP reference Para 1.38 Not applicable Policy on grant making Para 1.38 Not applicable Policy on social investment including program related investment All the activities of the Charity are undertaken and administered by volunteers except for the roles of Conductor and Accompanist Para 1.38 Contribution made by volunteers The Charity engages professional musicians as appropriate for the works being performed in concert 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 Weekly face-to~face rehearsals were continued this Season, but the "Zoom" facility was used in parallel to accommodate members suffering from Covid or other indispositions. The Chorus held two concerts during the 2023124 Season:_ A full production of Felix Mendelssohn's "Elijah" with members of the London-based 1885 Singers and professional soloists and orchestral support John Rutter's Feel the Spirit, Leonard Bernstein's Chichester Psalms and works by Howard Goodall and Herbert Howells In addition, the Chorus organised a "Come and Sing, and Concert" using the Haydn's "Creation" as a focus for attractin otential members. Additional information (optional) You ma choose to include further statements where relevant about: Achievements against objectives set Para 1.41 The Christmas carol event for charity this season. The Carol Concert session plus a session of carols outside Great Malvern Priory raised a total of £1,322 for Malvern Hills Food Bank. Performance of fundraising activities against objectives set Para 1.41 Investment performance against objectives Para 1.41 Other Financial Review Review of the charity's financial position at the end of the period Para 1.21 Attention is directed to the Charity's Statement of Financial Activity for Year Endin 14 Jul 2024
Statement explaining the policy for holding reserves stating why they are held Para 1.22 Reserves are maintained to ensure continuity of the Charity's aspirations from season to season, sufficient to cover bud eted commitments See Statement of Financial Activity Amount of reserves held Para 1.22 Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Para 1.22 Not Applicable Para 1.24 Not Applicable Para 1.23 Not applicable Additional information (optional) You ma choose to include further statements where relevant about: The charity's principal Membership subscriptions and concert sources of funds (including ticket income any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 The charity relies on subscriptions from its members for the bulk of its income. It recognises the necessity to attract new members, particularly younger ones, in order to ensure the continuing viability of the charit 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 Para 1.25 Constitution How is the charity constituted? 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 Nominated and elected by Membership Additional information (optional) You ma choose to include further statements where relevant about: Policies and procedures Newly elected trustees are provided with the adopted for the induction and "Duties of a Trustee" document; Charity training of trustees Commission CC3 Para 1.51 The charity is an active member of National Federation of Music Societies; "Making Music" and benefits from the resources which that organisation is able to make available. The charity's organisational structure and any wider network with which the charity works Para 1.51 MFC has been regularly represented at Making Music's webinars, which are now well established as a means of engaging with member societies and MFC is committed to continued regular participation in the varied programme rovided Relationship with any related parties Para 1.51 Other Reference and Administrative details Charity name Malvern Festival Chorus Other name the charit uses Re istered charit number Charity's principal address None 506787 Ms Barbara Moss; Secretary 14, Wykewane Malvern Worcestershire WR14 2XD
Names of the charity trustees who manage the charity Office (if any) Dates acted if not for whole ear Name of person (or body) entitled toa oint trustee (if an Trustee name Dr Kevin Ilsley Ms Barbara Moss Mr Michael Tweedle Mrs Joy Black Chairman Secretary Treasurer (Acting) 14 February 2024 to 17 September 2024 Membership Secretary Librarian Mrs Bridget Corlett Mr Christopher Little Mrs Alice Osmond Ms Jaqueline Richardson Mrs Edwina Ward Dr Elizabeth Gray 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re Director name ortwasa roved Name of trustees holding title to property belonging to the charity Dates acted if not for whole Trustee name ear
Funds held as custodian trustees on behalf of others Description of the assets None 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 None Details of arrangements for safe custody and segregation of such assets from the charity's own assets None Additional information (optional) Names and addresses of advisers (Optional information) e of adviser Name Address Independent Mr John 10, Avenue Road, Malvern, Worcestershire, WR14 3AL Assessor Connell Name of chief executive or names of senior staff members (Optional information) Exemptions from disclosure ersonnel details Reason for non-disclosure of ke Other o tional information
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) Chairman AARnAIA YIthIY IL055 Secretary Date
MALVERN FESTIVAL CHORUS Registered Charity No. 506787 STATEMENT OF FINANCIAL ACTIVITY YEAR ENDING 14 JULY 2024 2022123 2023124 General Income 8,415 140 2,025 2,448 1,103 Subscription - Singers Subscriptions - Friends 10,580 Income Tax Refunds Fund Raising Donations/Grants Social 3,765 Miscellaneous Sales 251 Bank Interest 14,596 Total General Income Note 1 Note 2 Note 3 Note 4 8,952 315 1,581 10,848 1,638 Note 5 Note 6 214 251 1,375 767 492 4,271 15,119 Concert Income Note 7 6,486 729 1,180 Ticket Sales Programme Sales Programme Advertising Grants/Sponsorship Charity Collection Music hire Refreshments Total Concert Income 7,209 1,303 1,420 140 1,322 177 534 1,249 834 508 10,986 12,106 £25 582 Total Income £27 225 General Expenditure 4,000 2,310 1,352 Honoraria: Conductor Honoraria: Accompanists 7,662 Hire of Rehearsal Hall Music Copies General Publicity Subscriptions to NFMS(Making Music) Administration Expenses Website Social Events 1,623 Stock of Folders 9,285 Total General Expenditure Note 8 3,960 2,310 1,848 0.00 8,118 287 449 142 293 1,262 263 239 163 252 706 Note 5 2,433 10,551 Concert Expenditure Note 7 1,763 Music Director Support Singers Soloists Orchestra/Accompaniment Hall Hire Box Office Printing and Publicity Presentations/Flowers Charity Donation Music Hire/PRSlpostage Concert Refreshments Other Total Concert Expenditure 1,264 525 2,655 7,294 11,738 2,300 2,297 7,828 1,225 11,888 1,225 2,300 1,721 1,679 256 1,322 122 423 1,249 1,019 424 374 4,787 17,900 3,802 17,840 £27 185 Total Expenditure £28 392 £1603 Excess of Income over Expenditure (£1,167) £27 172 £25 569 Accumulated Reserve Brou ht Forward Accumulated Reserve Carried Forward £25 569 £24 402
MALVERN FESTIVAL CHORUS (Registered Charity No. 506787) BALANCE SHEET as at 14 JULY 2024 14 July 2023 14 July 2024 General Fund 27 791 From attached Statement of Financial Activities 24 402 Net Current Assets Re resentin this Fund Cash at Bank 11,673 17,058 -current Account 682 22,553 Investment Account High Interest Account O Cash in Hand 28,731 -2,171 B/f from 2019120) 26,560 S/t 23,235 O Debtors and Prepayments O Creditors Net Slt 447 Music scores 744 Stock of Folders 8 Librarian Stocks 32 Cash in Hand (Librarian) 1,231 422 694 20 32 S/t 1,167 O Subscription support fund £27 791 £24 402 Approved . Chairman Treasurer Date:
MALVERN FESTIVAL CHORUS (Registered Charity No. 506787) NOTES TO THE ACCOUNTS: 2023124 Membership for the Season- 72 Singers Represents 5 Friends, subscriptions Gift Aid received on behalf of 60 members Fundraising: Rehearsal interval raffles Bring and Buy Sales £1,291 £346 Total £1,638 Social: Income Expenditure Net Quiz Nights Presentations £1,005 £370 £892 £370 £113 £0 Total £1,375 £1,262 £113 Concerts Carols Elijah Spirituals Creation Tota I Income Tickets Programmes Advertisers Charity Collections Other £793 £0 £0 £1,322 £69 £2,461 803.63 £473 0.00 378.50 £1,863 499.73 £473 0.00 293.51 £2,092 0.00 £473 0.00 109.90 £7,209 £1,303 £1,420 £1,322 £851 Totals £2,184 £4,117 £3,130 £2,675 £12,106 Expenditure Musicians Hall Printing, PubLicity Charity Donation Other £250 £523 £0 £1,322 £25 £6,519 £550 £584 £0 £246 £3,682 £687 £564 £0 £136 £1,543 £540 £530 £0 £138 £11,994 £2,300 £1,679 £1,322 £545 Totals £2,120 £7,900 £5,069 £2,752 £17,840 Profit/(Loss) £64 (£3.783) (£1,939) (£77) (£5,735) Cost of Rehearsals There were 37 rehearsals duringthe Season costing:_ Musical Director Accompanist Rehearsal Hall £3,960 £2,310 £1,848 Total £8,118 This represents a cost of £219.41 per rehearsal
CHARITY COMMISSION | FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustses Malvem Festival Chorus On accounts for the year ended 14 July 2024 Charity no (if any) 506787 Set oirt on pages I report to the trustees on my examination of the accounts of the above charity (Ihe Trusf) for the year ended Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in aCrdance with the requirements of the Charities Act 2011 he Act.). I report in respect of my examination of the Trust's accounts carried out under section 145 ofthe 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Ad. Independent he charity income exceeded £250.000 and l am qualrfied to examiner's statsment undertake the exami n by being a qualified member of linsert name of applicable listed bodylj. De rfnot applicable. I have completed my examination. I confimi that no material matters have come to my attention in connection vlith the examination thyc1D") which gives me cause to believe that in, any material respect.. the accourting records Vre not kept in accordance with section 130 of the Chartties Act,. or the accounts did not accord with the accounting records,. or the accounts did not comply with the applicable requirements conmIng the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in Connection Wtth the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply Signed: Date: Name: Relevant professional qualification(s) or body Ci£_ IER Oct 2018