## **Trustees’ Annual Report for the period**
## **From 1[st] September 2023 to 31[st] August 2024**
## **Charity name: Cor Dyfed Choir**
## **Charity registration number: 517205**
## **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 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 various
venues during the 2023-24 season:
Opera choruses in Rhosygilwen;
Lenten music in Saundersfoot;
Messiah in St Davids Cathedral;
Carmina Burana in St Davids Cathedral.
The choir also sang at a wedding and a
funeral, and 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:
|**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:|
|---|---|---|
|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|Members of the choir are “volunteers.” The
choir is managed by a general committee
assisted by sub-committees on an entirely
voluntary basis. On concert days, “front-of-
house” management is provided by
volunteers.|
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 vocal and
instrumental musicians, providing beneficial
and valuable experiences for all involved.|
**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:|**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 £27,588
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
Margaret Jones Vice-Chair, then 4/10/22 – 8/10/24
2
Chair
3 Hannah Jones Secretary
4 Andrea Burgoyne Treasurer 3/10/17 – 10/10/23
5 Lynn Jones Librarian
6 Rhiannon Williams Treasurer 19/3/24 -
7
8
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 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**|Margaret Jones
Rhiannon Williams|
|---|---|
||MARGARET JONES
RHIANNON WILLIAMS|
||
Chair
Treasurer|
||19 February 2025|
||19 February 2025|
## **Cor Dyfed Choir**
## **Income for the year ended 31st August 2024**
|Choral Scholars [Note 3]
Donations [Note 1]
Gift Aid [Note 2]
Fundraising [Note 4]
Other Income
Sale of folders
Hire of Choir staging
Wedding and funeral net
income
Bank Interest
Other misc [Note 5]
Hire of Choir music
Subscriptions and Donations
Choir members
Friends of Cor Dyfed|9,947.00
8,760.00
945.00
920.00
646.50
622.59
1,944.72
1,511.42
-
1,000.00
**13,483.22**
**12,814.01**
1,548.68
932.00
53.50
59.50
-
-
137.97
194.50
900.00
262.15
314.05
**2,902.30**
**1,500.05**
462.39
194.15
**16,847.91**
**14,508.21**
2023/24
2022/23
£
£|
|---|---|
- Donations (gift aid eligible) include marmalade, Curry Night,
- 1
- _Notes:_ Easyfundraising, and Dinas Head walk. 2 Gift Aid estimated.
- 3 No donation re choral scholar scheme received this year.
- Fundraising includes the 100 Club (£200), Curry Night (£945 - includes
- 4 raffle), and surplus Santa (£257).
- 5 Includes £258 expenses from prior years written back.
## **Reconciliation of Surplus to Financial Reserves**
|United Trust Bank
1 Year Bond (1.25% to 02/23)
Nat West Bank
Current Account
Reserve Account|31/08/2024
£
14,491.50
£
10,767.57
£
2,329.04
£
**27,588.11**
**£**|31/08/2023
£
14,062.55
£
8,082.68
£
2,295.56
£
**24,440.79**
**£**|
|---|---|---|
**----- Start of picture text -----**
INCREASE in funds of £ 3,147.32
**----- End of picture text -----**
## **Cor Dyfed Choir**
## **Expenditure for the year ended 31st August 2024**
|Workshop payments
Post and Stationery
Subscriptions
Making Music (includes insurance) [Note 1]
Choir Officers Travel Allowances
Choir folders
Miscellaneous Expenses
Sub-Balance 1
LOSSES ON CONCERTS-Per Schedule
DEFICIT OF INCOME OVER EXPENDITURE
Other Running Costs
Operating Expenses
Conductor/Music Director/Chorus Master
Accompanists
Hall Hire & Membership
Website Fees [Note 2]
Choral Scholars [Note 3]
EXCESS OF INCOME OVER EXPENDITURE
New conductor's podium|3,135.00
2,700.00
2,535.00
2,095.00
-
-
10.03
117.52
2,624.88
2,867.00
**8,304.91**
**7,779.52**
323.00
239.00
**323.00**
**140.00**
320.00
120.00
403.48
538.24
-
-
164.00
178.50
43.23
707.76
**1,109.21**
**1,465.00**
**9,737.12**
**9,384.52**
3,963.51
3,491.22
**13,700.63**
**12,875.74**
3,147.28
profit
1,632.47
profit
**16,847.91**
**14,508.21**
2023/24
2022/23
£
£|
|---|---|
_Notes:_
1 Making Music fees increased due to size of choir. 2 New website in the year.
3 Choral Scholars fund = £738 at 01/09/2023 and £379 @31/08/24.
## **Cor Dyfed Choir**
## **Choir Concerts for the year ended 31st August 2024**
**----- Start of picture text -----**
Concert 1 Concert 2 Concert 3 Concert 4
Rhosygilwen Messiah St Issells Carmina
£ £ £ £
INCOME
Tickets 2,067.15 8,394.67 995.80 5,581.00
Programmes - 48.50 41.00 172.20
Programme Sponsers / adverts - - - 50.00
Donations - - 6.00 -
2,067.15 8,443.17 1,042.80 5,803.20
EXPENDITURE
- -
Orchestra/Musicians 3,457.00 2,168.00
Conductor & Accompanists 600.00 700.00 650.00 1,900.00
Soloists 250.00 2,000.00 - 1,075.00
- - - -
Choral Scholars & Bumpers
Venue Hire / Organ/ Staging etc. 1,238.00 2,097.60 285.00 1,747.20
Music Hire 140.32 70.00 266.40 498.61
Catering 40.00 - - -
Programme Costs 75.00 211.80 90.00 166.80
Advertising 164.80 169.60 164.80 183.40
Flowers/Gifts 21.30 29.50 - 26.00
PRS 80.62 333.06 32.36 217.66
Piano tuning 170.00
2,610.04 9,068.56 1,488.56 8,152.67
GAIN ON CONCERTS
LOSSES ON CONCERTS - 542.89 - 625.39 - 445.76 - 2,349.47
OVERALL LOSS FOR YEAR - 3,963.51
**----- End of picture text -----**
CHARITY COMMISSIQN Independent examiner's report on the
FOR ENGLAND AND VIAIES I
accounts
Sectlon A
Independent Examtner's Report
Report to the trustees
On accounts for the year
ended
Charity no
(if any)
Set out on pagés
I repDrt lo Ihe tTUStees on my examinalion of the accounts of the abovè
charity (-the Ttust") for the year ended
Responsibilities and
basis of report
As th8 charity's trustees, you are responsible for the preparation of the
accounts in accordance with the requirements of the Charits'es Act 2011
l-the Act").
I report in respect of my examinalion of the Trust's accounts G9fTied out
under section 145 of the 2011 Act and in carrying out my examination. I
have followed all the applicable Directions given by the Charity Commission
under seclK)n 145(5Mb) of Ihe Act.
Independent ffhe charity's gross income exceeded £250,000 and l am qualified to
examinerfs statement undertake the examination by being a qualified membeT of linsert name of
applicable listed bodyll. Delete [ l rfnot applicable.
I have compl@ted my examination. I confinn that no material matters have
ome lu my alleiiliun in LuiineGtioii with Ilie exaininalioii (othei Ihan that
disclosed below ') which gives me cause to believe that in, any material
re8pect'.
the accounling records were not kept in accordance with section 130
of the Charities Act-, or
the accounts did not acr.ord with the accounting records", or
the accounts did not comply with the applicable requirements
concerning the form aiid content of accounls set oul in the Charities
(Accounts and Rep)rts} Regulations 2008 oiher than any requirement
that lh& accounls give a 'lrue and fair, view which is not a mattaf
considered as part of an independent examination.
I have no concerns and have come across no other matters in connection
with Ihe examination to which attenlion 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 bTrckets rf they do not apply.
ILk
Name:
qualification(s) OT body
IER
Oct 2018