## **Trustees’ Annual Report for the period** ## **From 1[st] September 2022 to 31[st] August 2023** ## **Charity name: Cor Dyfed Choir** ## **Charity registration number: 517205** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To foster and promote the education of the
general public in the appreciation of music
in all its aspects by the presentation of
concerts and related activities.| |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|The choir put on four concerts in different
venues during the 2022-23 season,
culminating in a collaboration with The
Cardiff Bach Choir and the Children’s Choir
of Ysgol Penrhyn Dewi, St Davids in a
performance of a large-scale work by
Welsh composer Karl Jenkins. The choir
also operated a Youth Choral Scholarship
Scheme (sponsored by Valero Ltd).| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|In carrying out the activities summarised
above, the Trustees have had due regard
for the guidance on public benefit issued by
the Charity Commission.| ## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
SORP reference
Para 1.38
Policy on grant making N/A
Para 1.38
Policy on social investment N/A
including program related
investment
Members of the choir are “volunteers.” The
Para 1.38 choir is managed by a general committee
Contribution made by assisted by sub-committees on an entirely
volunteers voluntary basis. On concert days, “front-of-
house” management is provided by
volunteers.
**----- End of picture text -----**
Other ## **Achievements and Performance** **----- Start of picture text -----**
SORP reference
The choir performed a wide range of music
**----- End of picture text -----**
|**Achievements and Performance**|**Achievements and Performance**|**Achievements and Performance**| |---|---|---| |SORP reference||| |||The choir performed a wide range of music| |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|(from opera to the classical choral
repertoire) to audiences in different
locations in west Wales. All the concerts
were very well attended (with total
audience figures in the hundreds). They
presented audiences with an opportunity to
hear and enjoy live music to which they
might not otherwise have had access.
During the concerts, the choir worked in
partnership with professional musicians,
together with another adult choir and a
children’s choir: beneficial and valuable
experiences for all involved.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|Our activities during the year contributed to
the enjoyment and general well-being of all
those who attended (as evidenced by
audience reaction and feed-back).| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|N/A| |Investment performance
against objectives|Para 1.41|N/A| |Other||N/A| ## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21 The choir’s financial position at the end of
financial position at the end the period was very satisfactory. The
of the period financial reserves had increased from the
end of the previous period due to a
financially successful year for the choir
resulting in an increase in funds held.
Statement explaining the Para 1.22 Reserves are held to protect the choir
policy for holding reserves against future risks and unexpected
stating why they are held circumstances, for example a poorly
attended concert resulting in low ticket
sales, or a substantial drop in the number
of members resulting in reduced
subscription income.
Reserves are also held in order to give the
choir the option and flexibility to undertake
special one-off and potentially expensive
projects which we would otherwise be
unable to consider.
Amount of reserves held Para 1.22 £24,441
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially in Para 1.24 N/A
deficit
Explanation of any Para 1.23 N/A
uncertainties about the
charity continuing as a going
concern
**----- End of picture text -----**
|**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|The choir’s principal sources of funds are
member subscriptions and concert ticket
sales. Fundraising also contributes
significantly to the choir’s income, together
with gift aid.| |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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|The choir’s principal sources of funds are
member subscriptions and concert ticket
sales. Fundraising also contributes
significantly to the choir’s income, together
with gift aid.| |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|The risks are considered to be low. A
poorly attended concert or a significant
drop in the number of members could lead
to losses, but this risk is covered by the
holding of reserves as noted above.| |Other||N/A| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |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|Trustees are elected at the Annual General
Meeting annually or bi-annually.| ## **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** **----- Start of picture text -----**
Charity name Cor Dyfed Choir
Other name the charity uses N/A
Registered charity number 517205
Charity’s principal address Bronant
Login
WHITLAND
Dyfed
SA34 0UX
**----- End of picture text -----**
## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Jane Hodges Chair 4/10/22 – 10/10/23
2 Margaret Jones Vice-Chair 4/10/22 -
3 Hannah Jones Secretary
4 Andrea Burgoyne Treasurer
5 Lynn Jones Librarian
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
– 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)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|Jane E Hodges
Margaret Jones| |---|---| ||JANE ELIZABETH HODGES
MARGARET JONES| ||
Chair
Vice chair| ||9thSeptember 2024| ||9thSeptember 2024| ## **Cor Dyfed Choir** ## **Income for the year ended 31st August 2023** |Choral Scholars
Hire of Choir music
Subscriptions and Donations
Choir members
Associated members
Donations (Note 1)
Gift Aid (Note 2)
Fundraising (Note 3)
Other Income
Sale of folders
Hire of Choir staging
Other (note 4)
Bank Interest|8,760
920
623
1,511
1,000
2022/23
£|7,995
885
208
1,335
-
2021/22
£| |---|---|---| ||**12,814**|**10,423**| ||932
60
-
195
314|155
20
-
219
8| ||**1,500**|**401**| ||194|118| ||**14,508**|**10,943**| - Donations (gift aid eligible) include marmalade, Easyfundraising and - 1 - _Notes:_ Amazon - 2 Gift Aid estimated on annual return submission - 3 Fundraising includes the 100 Club (£220) - 4 adjustment from 21-22 accounts for expenses not required to be paid ## **Reconciliation of Surplus to Financial Reserves** |31/08/2023
£
United Trust Bank
1 Year Bond (1.25% to 02/23)
14,063
£
Nat West Bank
Current Account
8,083
£
Reserve Account
2,296
£
**24,441**
**£**
**£**
**INCREASE in funds of**|31/08/2023
£
14,063
£
8,083
£
2,296
£||31/08/2022
£
13,889
£
6,644
£
2,275
£| |---|---|---|---| ||**24,441**
**£**||**22,808**
**£**| ||||**1,633**
| ## **Cor Dyfed Choir** ## **Expenditure for the year ended 31st August 2023** |Workshop payments
Post and Stationery
Subscriptions
Making Music
Choir Officers Travel Allowances
Miscellaneous Expenses
Sub-Balance 1
LOSSES ON CONCERTS-Per Schedule
DEFICIT OF INCOME OVER EXPENDITURE
Insurance
Website Fees
Choral Scholars
EXCESS OF INCOME OVER EXPENDITURE
Other Running Costs
Operating Expenses
Conductor/Music Director/Chorus Master
Accompanists
Hall Hire & Membership|2,700
2,095
-
118
2,867
2022/23
£|2,363
2,395
-
81
2,633
2021/22
£| |---|---|---| ||**7,780**|**7,471**| ||140|140| ||**140**|**140**| ||99
120
538
-
708|95
120
46
-
160| ||**1,465**|**421**| ||**9,385**|**8,032**| ||3,491|6,146| ||**12,876**|**14,178**| ||1,633
profit|3,236
-
loss| ||**14,508**|**10,943**| _Notes:_ 1 Choral Scholars fund = £321.10 at 01/09/2022 and £783 @31/08/23 ## **Cor Dyfed Choir** ## **Choir Concerts for the year ended 31st August 2023** |Venue Hire / Organ/ Staging etc.
Music Hire
Catering
Programme Costs
Advertising
Flowers/Gifts
PRS
Other
GAIN ON CONCERTS
LOSSES ON CONCERTS
Orchestra/Musicians
Conductor & Accompanists
Soloists
Choral Scholars & Bumpers
OVERALL LOSS FOR YEAR
EXPENDITURE
INCOME
Tickets
Programmes
Programme Sponsers / adverts
Donations|Concert 1|Concert 2|Concert 3|Concert 4| |---|---|---|---|---| ||Narberth|St Davids|Milford Haven|St Davids| |||||| ||£|£|£|£| |||||| ||690|4,704|1,201|6,284| ||37|-|50|180| ||-|-|-|25| ||-|-|-|2,045| ||**727**|**4,704**|**1,251**|**8,534**| |||||| |||||| ||-|-|-|5,312| ||600|-|650|1,100| ||-|-|250|1,100| ||-|-|-|-| ||328|138|190|2,223| ||16|36|130|264| ||-|-|-|-| ||55|-|75|261| ||169|-|160|238| ||-|-|22|43| ||33|-|-|302| |||4,704||308| ||**1,202**|**4,879**|**1,477**|**11,150**| |||||| |||||| ||475
-|174
-|226
-|2,616
-| |||||| ||**3,491**
**-**|||| CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Cor Dyfed Choir On accounts for the yaar ended 3110812023 Charity no Ilf any) 517205 I report to the trustees on my examination of th8 accounts of the above charty ("the Trust.) for tf* year ended Responsibilities and basls of report As the charity's trustees. you are responsible for the preparation of the accounts in accordanc8 with the requirements of the Charities Act 2011 (Yhe Ad"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have fdlowed all the applicable Directions given by the Charity Comrnission under section 145(5)(b) of the Ad. Independent I have completed my examination. I confirni that no material matters have examlnerfs statement come to my attention in connection with the examination (other than thal disclt)sed below '} which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act., or the accounts did not accord with the accounting records; or the accounts did not ¢cvnply with the applicable requirèments concerning the fi)mi and content of a¢¢ounts set out in the Chariti8S (AGcounts and RepC￿ts) Regulations 2008 other than any requirement that the accounts give a Irue and fairf view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection wrth the examination to Wh￿ attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. ' Please delete the *￿nIS in the brackets if they do not apply. Signed: Dato: ISK IS Name: Joy Green Relevant professlonal qualificationls) or body lif any): Address: LknLIIs 2 LEFN IER Oct 2018