## **Trustees’ Annual Report for the period** **From 1 August 2023 To 31 July 2024** **Charity name: Summertown Choral Society Charity registration number: 900317** ## **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
The objects of the Society shall be to educate the
public in the Art and Science of Music by the
rehearsal of choral music, the presentation of
public concerts and other charitable activities.
(Clause 2 of the Constitution)||| |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 main activities in FY 2023-24 were:
A total of thirty-six evening rehearsals over the
year, leading to two public concerts. These gave
opportunities for members to be coached by and
to work with professional musicians to the
standard required for public performances.
**Concert on 3 February 2024**
The choir and professional soloists were
accompanied by the Orchestra of the Instruments
of Time and Truth (ITT) and performed:
Mozart - Mass in C Minor
Purcell - Funeral Sentences
- They That Go Down to the Sea In Ships
**Concert on 18 May 2024**
The choir and professional soloists were
accompanied on the piano and performed:
Brahms - German Requiem
Vaughan Williams - Five Mystical Songs
Cesar Franck – Prelude, Choral et Fugue.||| |Statement confirming
whether the trustees have
had regard to the
guidance issued by the
Charity Commission on
public benefit|Para 1.18|In setting our programme each year we have
regard to the Charity Commission’s guidance on
public benefit. The trustees ensure that the
activities we undertake comply with and support
our charitable objects and aims.| Page 1 of 8 SCS 2024 TAR-DOC Approved by Trustees 27 April 2025 ## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
SORP reference
Policy on grant making Para 1.38 N/A
Policy on social Para 1.38 N/A
investment including
program related
investment
Contribution made by Para 1.38 The choir is run by volunteers.
volunteers The elected members of the Committee are all
volunteers and unpaid and, with the professional
Music Director, manage the Choir.
“The members of the Committee are the charity
trustees, and shall not be paid”.
(From Clause 4 of the Constitution)
We are grateful to all members of the choir, who
volunteer as needed for other tasks, for
rehearsals and the two concerts that the choir
organises each year.
These include erecting and then removing staging
with seating, stewarding, publicity and sales of
tickets, programmes, and refreshments.
These rehearsals and concerts would not be
feasible without the involvement of volunteer
helpers.
Other N/A
**----- End of picture text -----**
Page 2 of 8 SCS 2024 TAR-DOC Approved by Trustees 27 April 2025 ## **Achievements and Performance** **----- Start of picture text -----**
SORP reference
Summary of the main Para 1.20 The charity provides these benefits to members,
**----- End of picture text -----**
|**Achievements and Performance**|**Achievements and Performance**|**Achievements and Performance**| |---|---|---| |SORP reference||| |Summary of the main|Para 1.20|The charity provides these benefits to members,| |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.||and other members of the public:
Proven benefits of choral singing for physical
and mental health of members of all ages.
Professional musicians guide and coach
members in rehearsals and in concerts
thereby increasing their musical expertise
Subscription reductions for young people, all
students and people in financial difficulties to
enable their participation.
Support of young professional musicians
starting out by providing opportunities to
perform with the choir and local professional
groups such as ITT.
Providing opportunities for the public to
experience a range of music, performed to the
highest standards, that may not otherwise be
seen.| |**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|The Society sets its activities each year to
achieve the objects in Cl 2 of the Constitution.
The programme of music selected must be such
that will attract and retain membership numbers
and will also attract good audiences at the two
public concerts.
Rehearsals were planned and provided a suitable
environment where members may be supported
to learn the music to the high-performance
standards required.
The two public concerts in the year involve
considerable organisation and commitment of
funds. The performance standards achieved must
be high to ensure future membership and
audiences.
Retention of membership, achievement of good
audiences, consistent high-performance
standards, and financial stability were all achieved
during FY 2023-24 to ensure the continuity of the
Choir.| |Performance of
fundraising activities
against objectives set|Para 1.41|The principal fundraising activities are
membership subscriptions and sales of tickets to
concerts which together comprised 89% of
revenue in this year. These exceeded budget
expectations by 12% due to a higher membership
than expected and bigger ticket sales.| |Investment performance
against objectives|Para 1.41|N/A| |Other||N/A| Page 3 of 8 SCS 2024 TAR-DOC Approved by Trustees 27 April 2025 ## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21 The charity’s financial position is sound, with
financial position at the funds of £23900 in the bank at year end,
end of the period representing 61% of 2023-24 revenue. At the end
of the previous FY this ratio was 56%.
Statement explaining the Para 1.22 Reserves are held to:
policy for holding reserves  fund expenditure needed before revenue is
stating why they are held received or meet smaller annual losses
incurred as part of normal activities when
annual revenue does not meet expectations
(operational reserves)
 cover extraordinary events which cause major
disruption to the choir’s activities and income
and which cannot be covered by other sources
such as insurance (emergency reserves)
 Invest in future projects which cannot be met
out of annual income (discretionary spend
reserves)
Amount of reserves held Para 1.22 £23900 at end of FY 23-24, breaking down
roughly as:
 operational £ 8000
 emergency £12000
 discretionary £ 4000
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially Para 1.24 N/A
in deficit
Explanation of any Para 1.23 N/A
uncertainties about the
charity continuing as a
going concern
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal Para 1.47 As above, the principal sources were membership
sources of funds subscriptions and ticket sales. These were
(including any fundraising) supplemented by small amounts of sponsorship,
bank interest, money made by sales of concert
refreshments and of scores to members.
Investment policy and Para 1.46 N/A
objectives including any
social investment policy
adopted
A description of the Para 1.46 Risks to the charity include:
principal risks facing the  rising costs due to inflation, especially of
charity professional performers and venues
 ageing membership
 potential loss of charity discounts due to
financial problems of suppliers
 Cancellations and Loss of Income due to
sickness/ Lockdowns
 Safety and Security issues
Other N/A
**----- End of picture text -----**
Page 4 of 8 SCS 2024 TAR-DOC Approved by Trustees 27 April 2025 ## **Structure, Governance and Management** **----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal charter)
How is the charity Para 1.25 Unincorporated Association
constituted?
(e.g unincorporated
association, CIO)
Trustee selection methods Para 1.25 (From Clauses 3 and 4 of the Constitution):
including details of any Membership of the Society shall be open to any
constitutional provisions person interested in furthering the objects of the
e.g. election to post or Society, and who has paid the annual
name of any person or subscription at the beginning of each season (or a
body entitled to appoint proportionate subscription at the start of each
one or more trustees term) of an amount approved at a General
Meeting.
Every member shall have one vote.
The management of the Society shall be in the
hands of a Committee consisting of the following
officers: a Chairperson, a Secretary and a
Treasurer, and not fewer than three and not more
than six other members.
The officers and the other Committee members
shall be elected by and out of the Society’s
members at the Annual General Meeting (“AGM”);
they shall hold office until the next AGM and be
eligible for re-election, provided that after five
continuous years’ membership of the Committee
such person shall not be eligible for re-election
until at least a further year shall have elapsed.
The members of the Committee are the charity
trustees, and shall not be paid.
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures Para 1.51 N/A
adopted for the induction
and training of trustees
The charity’s Para 1.51 The management of the Society shall be in the
organisational structure hands of a Committee consisting of the following
and any wider network officers: a Chairperson, a Secretary and a
with which the charity Treasurer, and not fewer than three and not more
works than six other members.
(From Clause 4 of the Constitution)
Relationship with any Para 1.51 N/A
related parties
Other N/A
**----- End of picture text -----**
Page 5 of 8 SCS 2024 TAR-DOC Approved by Trustees 27 April 2025 ## **Reference and Administrative details** **----- Start of picture text -----**
Charity name Summertown Choral Society
Other name the charity uses N/A
Registered charity number 900317
Charity’s principal address 118 Coopers Gate
Banbury
Oxfordshire
OX16 2WD
**----- End of picture text -----**
Page 6 of 8 SCS 2024 TAR-DOC Approved by Trustees 27 April 2025 ## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Dates acted if not Name of person (or body) entitled
Trustee name Office (if any)
for whole year to appoint trustee (if any)
1 Sean Wilson Chair 12/10/23 to 31/7/24
2 Keith Young Secretary 1/8/23 to 31/7/24
3 Lindsey Charles Treasurer 12/10/23 to 31/7/24
4 Sue Palmer Concert Manager 12/10/23 to 31/7/24
Maria Scott Membership 1/8/23 to 31/7/24
5
Secretary
6 Caroline Best Librarian 12/10/23 to 31/7/24
7 Felicity Record Social Secretary 12/10/23 to 31/7/24
Julia Wigg Publicity Co- 1/8/23 to 31/7/24
8
ordinator
9 Philip Booth Chair 1/8/23 to 12/10/23
10 Kirsten Smith Treasurer 1/8/23 to 12/10/23
11 Catrin Roberts Concert Manager 1/8/23 to 12/10/23
12 Simon Wratten Librarian 1/8/23 to 12/10/23
13 Sue Palmer Social Secretary 1/8/23 to 12/10/23
**----- End of picture text -----**
**----- Start of picture text -----**
–
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
**----- End of picture text -----**
Page 7 of 8 SCS 2024 TAR-DOC Approved by Trustees 27 April 2025 ## **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)** **----- Start of picture text -----**
Type of adviser Name Address
N/A
**----- End of picture text -----**
**Name of chief executive or names of senior staff members (Optional information)** N/A ## **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**|Sean Wilson
Keith Young| |---|---| ||Sean Padraic Wilson
Keith Graham Young| ||
Chair
Secretary| ||27 April 2025| ||27 April 2025| Page 8 of 8 SCS 2024 TAR-DOC Approved by Trustees 27 April 2025 ## **SUMMERTOWN CHORAL SOCIETY STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 JULY 2024** ## **All funds are unrestricted** |**All funds are unrestricted**||||||| |---|---|---|---|---|---|---| ||**2022-23**
**Term 1**|**2023-24**
**Term 1**|**2022-23**
**Term 2**|**2023-24**
**Term 2**|**2022-23**
**Totals**|**2023-34**
**Totals**| |**Receipts**||||||| |Subscriptions
Concert tickets
Gift Aid
Sponsorship
Score sales for 2023-24
Score sales for 2024-25
Concert refreshments
Programme sales
Bank interest
Misc
**Total receipts**|£9,252.50
£11,922.50
£4,731.16
£5,941.43
£1,000.00
£316.73
£272.35
£282.90
£320.90
£330.19
£141.97
£500.77
£5.00
£0.00
**£14,723.88**
**£20,294.52**||£8,304.00
£8,658.69
£2,280.43
£4,267.83
£3,348.23
£3,992.26
£477.24
£343.52
£200.05
£254.00
£255.00
£254.10
£222.85
£345.92
£18.50
£200.00
**£14,629.06**
**£18,793.56**||£17,556.50
£20,581.19
£7,011.59
£10,209.26
£3,348.23
£3,992.26
£0.00
£1,000.00
£0.00
£793.97
£0.00
£343.52
£472.40
£536.90
£575.90
£584.29
£364.82
£846.69
£23.50
£200.00
**£29,352.94**
**£39,088.08**|| |**Expenditure**||||||| |**_Rehearsals:_**
Professional fees
Hire of venue
Scores hire/printing
Score to sell 2023-24
Scores to sell for 2024-25
Rehearsal refreshments
**_Total rehearsals:_**
**_Concerts:_**
Singers and conductor
Instrumentalists and music
Venue, lights, organ
Audience drinks, soloist gifts
Printing, publicity, programmes
**_Total concerts:_**
**_Capital purchases:_**
Staging
**_Total capital purchases_**
**_General:_**
Stationery, postage, printing
Additional/replacement music
Choir socials
Gifts (cttee retirees & JL's 25th)
NAC sub & insurance
John Fletcher
Web costs
Sundries
**_Total general expenditure:_**
**Total expenditure:**
**Surplus/loss**|£4,433.00
£4,835.00
£1,445.00
£1,752.00
£652.00
£772.55
£536.19
£57.75
£40.95
**_£6,587.75_**
**_£7,936.69_**
£2,375.07
£2,375.64
£5,350.00
£7,643.36
£1,192.24
£1,174.24
£215.50
£231.18
£566.00
£653.60
**_£9,698.81_**
**_£12,078.02_**
£1,806.99
£0.00
**_£1,806.99_**
**_£0.00_**
£18.99
£96.58
£32.85
£359.45
£421.04
£36.00
£83.75
£228.84
£236.18
£220.00
£242.00
£47.64
£156.26
£192.73
£16.02
**_£1,103.65_**
**_£1,284.68_**
**£19,197.20**
**£21,299.39**
**-£4,473.32**
**-£1,004.87**||£3,689.00
£3,525.00
£1,430.00
£1,298.00
£713.00
£272.00
£117.87
£318.54
£16.90
£100.86
**_£5,848.90_**
**_£5,632.27_**
2250
£2,301.39
£525.00
£450.00
£745.60
£979.16
£241.90
£125.59
£559.00
£605.60
**_£4,321.50_**
**_£4,461.74_**
£0.00
£0.00
**_£0.00_**
**_£0.00_**
£0.00
£4.90
£0.00
£121.00
£80.00
£250.00
£192.53
£201.19
£105.90
£81.47
**_£674.33_**
**_£362.66_**
**£10,844.73**
**£10,456.67**
**£3,784.33**
**£8,336.89**||£8,122.00
£8,360.00
£2,875.00
£3,050.00
£1,365.00
£1,044.55
£654.06
£318.54
£74.65
£141.81
**_£12,436.65_**
**£13,568.96**
£4,625.07
£4,677.03
£5,875.00
£8,093.36
£1,937.84
£2,153.40
£457.40
£356.77
£1,125.00
£1,259.20
**_£14,020.31_**
**£16,539.76**
£1,806.99
£0.00
**_£1,806.99_**
**£0.00**
£18.99
£96.58
£4.90
£32.85
£480.45
£501.04
£286.00
£83.75
£228.84
£236.18
£220.00
£242.00
£240.17
£357.45
£298.63
£97.49
**_£1,777.98_**
**£1,647.34**
**£30,041.93**
**£31,756.06**
**-£688.99**
**£7,332.02**|| |**Summary**||| |---|---|---| ||**2022-23**|**2023-24**| |Cash funds bought forward|£17,258.72|£16,569.73| |Surplus/loss|-£688.99|£7,332.02| |**Cash funds taken over**|**£16,569.73**|**£23,901.75**| |**Statement of assets at end of FY**||| ||**31/07/2023 **|**31/07/2024**| |CCLA|£11,081.26|£16,427.95| |NatWest|£5,488.47|£7,473.80| |**Total Assets**|**£16,569.73**|**£23,901.75**| **Approved by the Summertown Choral Society at its Annual General Meeting on 28 November 2024 and signed on its behalf by:** **Chair:** _Sean Wilson_ **Secretary:** _Keith Young_ **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** **Report to the trustees/** Summertown Choral Society **members of On accounts for the year** 31[st] July 2024 **Charity no** 900317 **ended (if any) Set out on pages** Pages 1-2 attached (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/07/2024. **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. **Independent** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention in connection with the examination which gives me cause to believe that in, any material respect: - accounting records were not kept in accordance with section 130 of the Act or - the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. **Signed:** _David L Thomas_ **Date:** 26/10/2024 ~~Ps fF~~ **Name:** David Lloyd Thomas ~~Po~~ **Relevant professional** Fellow of the Institute of Chartered Accountants in England and Wales. **qualification(s) or body (if any): Address:** 17 Cornwallis Close Oxford OX4 3NJ