Trustees’ Annual Report for the period
From 1/08/2022 Period start date To 31/07/2023 Period end date
Charity name: Stockport Symphony Orchestra
Charity registration number: 516159
Objectives and Activities
| Objectives and Activities | Objectives and Activities | Objectives and Activities |
|---|---|---|
| SORP reference | ||
| Summary of the purposes of the charity as set out in its governing document Para 1.17 To educate the public in the arts and sciences and in particular the art and science of music, by the presentation of concerts and other activities. |
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| 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 Completion of a series of concerts. |
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| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In the presentation of concerts for the benefit of the public, the trustees in preparation, 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 | SORP reference | SORP reference |
|---|---|---|
| Policy on grant making Para 1.38 |
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| Policy on social investment including program related investment Para 1.38 |
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| Contribution made by volunteers Para 1.38 The charity has no paid employees. All the activities organised by the charity are done by a range of volunteers which includes the charity trustees and others. |
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| Other |
Achievements and Performance
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SORP reference
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| Achievements and Performance | Achievements and Performance | 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 | Presentation of a series of 8 concerts featuring international artistes at very affordable prices for the local community. Providing invaluable experience for up and coming young soloists/conductors at the start of their careers. |
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
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Review of the charity’s Para 1.21 The charity was in a reasonable financial
financial position at the end position as at 31/07/2023. We are facing
of the period substantial extra expenses but are
offsetting these by claiming orchestra
tax relief with the current temporary
double rate being a vital help.
Statement explaining the Para 1.22 Reserves are held as protection against
policy for holding reserves a number of specific future possible
stating why they are held losses of income/increases in
expenditure in line with our adopted
policy.
Amount of reserves held Para 1.22 £32,650
Reasons for holding zero Para 1.22
reserves
Details of fund materially in Para 1.24
deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a going
concern
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| Additional information (optional) You may choose to include further statements |
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: |
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|---|---|---|
| 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 | Elected at the Annual General Meeting by members of the society. |
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
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Charity name Stockport Symphony Orchestra
Other name the charity uses
Registered charity number 516159
Charity’s principal address 26 Andrew Street
Mossley
Ashton-u-Lyne
OL5 0DN
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Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 David Martin Treasurer
2 Lesley Selby Chair
Jo Hossle- Secretary
3
Standring
David Davidson
4
Lund
5 Craig Eastwood
6 Leonora Johnston
7 Joanna Kane
Jane Elizabeth
8
Haigh
9
10
11
12
13
14
15
16
17
18
19
20
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– 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 |
None |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
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| 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) Jo Hossle-Standring Full name(s) Jo Hossle-Standring Position (eg Secretary, Secretary Chair, etc) Date 20/04/2024
CHARrrf NUMBER 516159 STOCKPORT SYMPHONY ORCHESTRA REPORT AND ACCOUNTS FOR THE YEAR ENDED 31ST JULY 2023 ICAEW CHARTERED ACCOUNTANTS HEYWOOD SHEPHERD Chartered Accountants
STOCKPORT SYMPHONY ORCHESTRA Independent Examiner's Report to the Trustees I report on the accounts of the stockr Symphony Orchestra forthe year ended 31 Ju5y 2D23, which are Set out on pages 2 to 3. Respe¢tlve responsibilities of the trustees and examiner The charity's trustees are responsible for the preparation of the acunts. The charivs trustees consider that an audit is not required for Ihis year under section 14412) of the CharitEs Act 2011 {the Charities Act) and that an independent examination is needed. It is my responsibility to= - examine the accounts undersectton 145 ofthe Charities Act - follow the procedures laid down in the general Directions given by Ihe Charity Commission under section 145(5){b) ofthe Charities Art and - stale whether paitcular matters have come to my attention. BasK5 of independent examinerfs ststement My exgmination was carried out in accordance with the general Directions given by the Charity Commission. An examination indudes a review of the accounting records kept by the Gharity and a comparison ofthe accounts presented with those recDrds. It also includes consideration of any unusual items or disclosures in the accounts, and seeking expEaTJalK)ns from the tmstees conceming any such matteTS. The procedures undertaken do not provide all the evtder7ce that woukl be required in an audiL and (x)nsequentty no opinh)n given as to whether the accounts present a Yrue and fairview, and the report is limÉied to those matters set out in the stafiemt below. Independent examiner's statement In connection with my examinatlon. no matter has come to my attentson: (1) which gives me reasonable (xuse to befve that in any material respecl the requirements: to keep accounting records in aC(X)rdan with section 130 of the Charities Act b prepare axounts whKth acmrd wlh the accounting records and cOmY with the a¢Unting requirements of Ihe Charities Act have not been met or (2} to which, in my opinion, attentton shoukl be dra in orderto enable a proper understanding ofthe accounts b be reached. Neil Kennington Chartered Accountant For and on behalf of . Heywood Shepherd Chartered Accountants and Registered Auditor 1 Park Street Macclesfield Cheshire SK116SR 30th November 20rJ Page 1
STOCKPORT SYMPHONY ORCHESTrA Receipts and Payfflents Account- Unrestricted Funds Forlhe ear ended 31 Jul 2023 2023 2022 DonatiOnS Choral and misceltaneous income ()onaknons including gift aid Other donations SiYMC sponsorship Legacy 700 8,780 2,059 2,511 500 Operating aGtivilies to generate funds Box Offi sales Programme sales 32,970 1,152 21,786 765 Imrestment Income Bank and other interest receNed 130 4493 33,974 Payments for generattng funds Charges from SSOP Ltd Music Extra players Instrument repairs SIYMC extra event costs Other major event costs Publicity Programmes Insurance 3255 5,880 251 16 60 5,919 822 143 3990 3,341 566 137 10.OOCI Management & administration General ntnning expenses 1?37 2,064 Total payments 4127 12,064 Net receipts J (payments) 21,910 Cash funds lastyear end r6qovement in loans to SSOP Ltd 3705 12,145) 50,015 {34,1201 Cash funds thi5 y&ir end 38,626 37,805 Page 2
STOC1<POl SYMPHOKY ORI statement of Assets and LiabTrti25 as at31stJul 2023 2022 Cash Funds Cash in har Current account Deposit account Noti account 5,977 12,079 20,571 38,626 5.285 32,520 37,805 Other monetary assets Debtors 43R89 41.244 Assets Tetained for chaTiWs ovm u¥e Orchestral equipment atvduation 150 150 Liabilities Creditors 28,655 33,047 Approved by the illlanagement Committee on the 30th November 2023 and signed on Its behalf by Vkl David Martin Honorary Treasurer Page 3
CHARrrf NUMBER 516159 STOCKPORT SYMPHONY ORCHESTRA REPORT AND ACCOUNTS FOR THE YEAR ENDED 31ST JULY 2023 ICAEW CHARTERED ACCOUNTANTS HEYWOOD SHEPHERD Chartered Accountants
STOCKPORT SYMPHONY ORCHESTRA Independent Examiner's Report to the Trustees I report on the accounts of the stockr Symphony Orchestra forthe year ended 31 Ju5y 2D23, which are Set out on pages 2 to 3. Respe¢tlve responsibilities of the trustees and examiner The charity's trustees are responsible for the preparation of the acunts. The charivs trustees consider that an audit is not required for Ihis year under section 14412) of the CharitEs Act 2011 {the Charities Act) and that an independent examination is needed. It is my responsibility to= - examine the accounts undersectton 145 ofthe Charities Act - follow the procedures laid down in the general Directions given by Ihe Charity Commission under section 145(5){b) ofthe Charities Art and - stale whether paitcular matters have come to my attention. BasK5 of independent examinerfs ststement My exgmination was carried out in accordance with the general Directions given by the Charity Commission. An examination indudes a review of the accounting records kept by the Gharity and a comparison ofthe accounts presented with those recDrds. It also includes consideration of any unusual items or disclosures in the accounts, and seeking expEaTJalK)ns from the tmstees conceming any such matteTS. The procedures undertaken do not provide all the evtder7ce that woukl be required in an audiL and (x)nsequentty no opinh)n given as to whether the accounts present a Yrue and fairview, and the report is limÉied to those matters set out in the stafiemt below. Independent examiner's statement In connection with my examinatlon. no matter has come to my attentson: (1) which gives me reasonable (xuse to befve that in any material respecl the requirements: to keep accounting records in aC(X)rdan with section 130 of the Charities Act b prepare axounts whKth acmrd wlh the accounting records and cOmY with the a¢Unting requirements of Ihe Charities Act have not been met or (2} to which, in my opinion, attentton shoukl be dra in orderto enable a proper understanding ofthe accounts b be reached. Neil Kennington Chartered Accountant For and on behalf of . Heywood Shepherd Chartered Accountants and Registered Auditor 1 Park Street Macclesfield Cheshire SK116SR 30th November 20rJ Page 1
STOCKPORT SYMPHONY ORCHESTrA Receipts and Payfflents Account- Unrestricted Funds Forlhe ear ended 31 Jul 2023 2023 2022 DonatiOnS Choral and misceltaneous income ()onaknons including gift aid Other donations SiYMC sponsorship Legacy 700 8,780 2,059 2,511 500 Operating aGtivilies to generate funds Box Offi sales Programme sales 32,970 1,152 21,786 765 Imrestment Income Bank and other interest receNed 130 4493 33,974 Payments for generattng funds Charges from SSOP Ltd Music Extra players Instrument repairs SIYMC extra event costs Other major event costs Publicity Programmes Insurance 3255 5,880 251 16 60 5,919 822 143 3990 3,341 566 137 10.OOCI Management & administration General ntnning expenses 1?37 2,064 Total payments 4127 12,064 Net receipts J (payments) 21,910 Cash funds lastyear end r6qovement in loans to SSOP Ltd 3705 12,145) 50,015 {34,1201 Cash funds thi5 y&ir end 38,626 37,805 Page 2
STOC1<POl SYMPHOKY ORI statement of Assets and LiabTrti25 as at31stJul 2023 2022 Cash Funds Cash in har Current account Deposit account Noti account 5,977 12,079 20,571 38,626 5.285 32,520 37,805 Other monetary assets Debtors 43R89 41.244 Assets Tetained for chaTiWs ovm u¥e Orchestral equipment atvduation 150 150 Liabilities Creditors 28,655 33,047 Approved by the illlanagement Committee on the 30th November 2023 and signed on Its behalf by Vkl David Martin Honorary Treasurer Page 3