## **Trustees’ Annual Report for the period** ## **From 1 August 2024 To 31 July 2025** ## **Charity name: Summertown Choral Society** ## **Charity registration number: 900317** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|From the SCS Constitution: ‘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.’| |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 2024-25 were:
A total of 36 rehearsals over the year,
leading to two public concerts. These gave
opportunities for members to work with
professional musicians to achieve the
standard required for public performance.
**Concert on 1 February 2025**
The choir were joined by a leading
professional orchestra, the Instruments of
Time and Truth, and professional soloists
in performing J S Bach’s_St John Passion_.
**Concert on 17 May 2025**
The choir and professional soloists were
accompanied on piano and performed:
Dvořák_Mass in D_
Tippett_Five Spirituals_
Holst_Five Partsongs_| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The trustees have regard to the Charity
Commission’s guidance on public benefit
and ensure that the activities we undertake
comply with and support our charitable
aims.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |||**N/A**| |Policy on grant making|Para 1.38|| |Policy on social investment
including program related
investment|Para 1.38|**N/A**| |---|---|---| |Contribution made by
volunteers|Para 1.38|The choir is run by volunteers. The trustees
are elected from and by choir members and
form a Committee which is also responsible
for managing the choir. They are assisted
by other members, together with volunteers
from outside the choir, who help with
essential tasks such as organising seating
and staging in concert venues, stewarding,
programme sales and refreshments. Two
professional freelance musicians are
commissioned and paid to train the choir
and lead it in performances.| |Other||**N/A**| ## **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|The charity provides for its members:
•
Proven benefits of singing for
physical and mental health
•
Increased musical expertise and
singing ability through rehearsing
and performing
•
Wide access with no auditions and
subscription reductions for young
people, all students and people in
financial difficulties to enable their
participation
•
A variety of choral music to appeal
to a range of tastes and so interest
more people in singing
For the wider public:
•
High quality concerts at affordable
prices with free entry for children
•
Support of young professional
musicians starting out by paying
them to sing/play with us and
professional groups such as the
_Instruments of Time and Truth_
orchestra.| **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Achievements against
objectives set|Para 1.41|•
Two successful concerts held with
good attendance, one with a near
capacity audience of over 300,
fulfilling the object to educate the
public in choral music.| |---|---|---|---| ||||| |||•
A mixed programme of music,
ranging from the eighteenth to the
twentieth centuries, from J S Bach
to Dvorak, Holst and Tippett,
appealing to a range of singers and
audience members
•
The choir maintained a healthy size
with over 130 members at its height.| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|The principal fundraising activities are
membership subscriptions and sales of
tickets for concerts which together
comprised 88% of revenue in this year. The
total income was very close to budget and
there was also a decrease of 3% in
budgeted expenditure .| |Investment performance
against objectives|Para 1.41|**N/A**| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The charity’s financial position is sound,
with funds of £29,764 in the bank at year
end, representing 25% growth in funds for
2024-25 over the previous year.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Reserves are held to:
•
fund expenditure needed before
revenue is 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|£29,764 at end of FY 24-25, breaking down
roughly as:
•
operational £12,000
•
emergency £12,000
•
discretionary £5,764| |Reasons for holding zero
reserves|Para 1.22|**N/A**| |---|---|---| |Details of fund materially in
deficit|Para 1.24|**N/A**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**N/A**| |**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|As above, the principal sources were
membership subscriptions and ticket sales.
These were supplemented by small
amounts of sponsorship, bank interest,
money made by sales of concert
refreshments and of scores to members.| |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|Risks to charity include:
•
rising costs due to inflation,
especially of professional
performers and venues
•
ageing membership
•
potential loss of charity discounts
due to financial problems of
suppliers| |Other||| ## **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| |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 every year from
and by choir members in an Annual
General Meeting on a one member, one
vote basis. Choir membership is open
to anyone interested in furthering the
objects of the Society and pays its
subscription.
•
After five continuous years in office
trustees are not re-eligible for election
until a year has elapsed.
•
There are three officers (Chair,
Treasurer and Secretary) and a
minimum of three and maximum of six
other members who all have specific
management roles and responsibilities| (eg concert manager, membership secretary, publicity coordinator). |**Additional information (optional)**
You may choose to include further statements|**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|**N/A**| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|The choir’s organisational structure has
been described above. It is a member of
the National Association of Choirs.| |Relationship with any
related parties|Para 1.51|**N/A**| |Other||| ## **Reference and Administrative details** |Charity name|Summertown Choral Society| |---|---| |Other name the charity uses|**N/A**| |Registered charity number|900317| |Charity’s principal address|47 Templar Road
Oxford
OX2 8LS| **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Sean Wilson|Chair||Choir AGM(byelection)| ||Keith Young|Secretary||“| ||LindseyCharles|Treasurer||“| ||Maria Scott|Membership
Secretary||“| ||Caroline Best|Librarian||“| ||FelicityRecord|Social Secretary||“| ||Sue Palmer|Concert Manager||“| ||Julia Wigg|PublicityCoordinator|1/8/2024 – 28/11/2024|“| ||Deborah
Lawrence-Wilson|Publicity Coordinator|28/11/2024 – 31/07/2025|“| |||||| ## **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** **Dates acted if not for whole year** **Trustee name N/A** ## **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 ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address N/A** ## **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** ## **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|Lindsey Charles| |---|---|---| ||
Sean Padraic Wilson|Lindsey Charles| ||
Chair|Secretary| ||1 March 2026|| ||1 March 2026|| ## **SUMMERTOWN CHORAL SOCIETY** ## **STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 JULY 2025** ## **All funds are unrestricted** ||_2023-24_
**2024-25**
_Term 1_
**Term 1**|_2023-24_
**2024-25**
_Term 2_
**Term 2**|_2023-24_
**2024-25**
_Totals_
**Totals**| |---|---|---|---| |**Receipts**|||| |Subscriptions
Concert tickets
Gift Aid
Sponsorship
Score sales for 2024-25
Score sales for 2025-26
Concert refreshments
Programme sales
Bank interest
Misc
**Total receipts**|_£11,922.50_
£12,350.00
_£5,941.43_
£5,575.84
£0.00
_£1,000.00_
£1,000.00
_£316.73_
_£282.90_
£270.59
_£330.19_
290.92
_£500.77_
£530.70
_£0.00_
£0.00
**_£20,294.52_**
**£20,018.05**|_£8,658.69_
£8,062.50
_£4,267.83_
£3,147.69
_£3,992.26_
£3,929.81
_£477.24_
£581.00
_£343.52_
£802.00
_£254.00_
£248.00
_£254.10_
£178.45
_£345.92_
£368.21
_£200.00_
£171.39
**_£18,793.56_ £17,489.05**|_£20,581.19_ £20,412.50
_£10,209.26_
£8,723.53
_£3,992.26_
£3,929.81
_£1,000.00_
£1,000.00
_£793.97_
£581.00
_£343.52_
£802.00
_£536.90_
£518.59
_£584.29_
£469.37
_£846.69_
£898.91
_£200.00_
£171.39
**_£39,088.08_ £37,507.10**| |**Expenditure**|||| |**_Rehearsals:_**
Professional fees
Hire of venue
Scores hire/printing
Score to sell 2023-24
Scores to sell for 2024-25
Scores to sell for 2025-26
Rehearsal refreshments
**_Total rehearsals:_**
**_Concerts:_**
Singers and conductor
Instrumentalists and music
Venue, lights, organ
Audience drinks, soloist gifts
Printing, publicity, programm
**_Total concerts: _**
**_General:_**
Stationery, postage, printing
Additional/replacement musi
Choir socials
Gifts
NAC sub & insurance
John Fletcher
Web costs
Sundries
**_Total general expenditure:_**
**Total expenditure:**
**Surplus/loss**|_£4,835.00_
£5,203.00
_£1,752.00_
£1,578.00
_£772.55_
£421.00
_£536.19_
£0.00
£0.00
_£40.95_
£52.35
**_£7,936.69_**
**£7,254.35**
_£2,375.64_
£3,691.88
_£7,643.36_
£5,198.40
_£1,174.24_
£1,107.74
_£231.18_
£225.98
e
_£653.60_
£661.60
**_£12,078.02_**
**£10,885.60**
_£96.58_
£0.00
c
_£32.85_
£0.00
_£421.04_
£374.71
_£83.75_
£0.00
_£236.18_
£251.86
_£242.00_
£242.00
_£156.26_
£269.22
_£16.02_
£28.40
**_£1,284.68_**
**£1,166.19**
**_£21,299.39_**
**£19,306.14**
**_-£1,004.87_**
**£711.91**|_£3,525.00_
£3,745.00
_£1,298.00_
£953.00
_£272.00_
£857.93
_£117.87_
_£318.54_
£493.20
£759.48
_£100.86_
£52.53
**_£5,632.27_**
**£6,861.14**
_2301.39_
£2,719.21
_£450.00_
£450.00
_£979.16_
£961.76
_£125.59_
£205.51
_£605.60_
£704.00
**_£4,461.74_**
**£5,040.48**
_£0.00_
£0.00
_£0.00_
£0.00
_£80.00_
£263.90
_£0.00_
£0.00
_£0.00_
£0.00
_£0.00_
£0.00
_£201.19_
£0.00
_£81.47_
£173.06
**_£362.66_**
**£436.96**
**_£10,456.67_ £12,338.58**
**_£8,336.89_**
**£5,150.47**|_£8,360.00_
£8,948.00
_£3,050.00_
£2,531.00
_£1,044.55_
£1,278.93
_£654.06_
£0.00
_£318.54_
£493.20
£759.48
_£141.81_
£104.88
**_£13,568.96_ £14,115.49**
_£4,677.03_
£6,411.09
_£8,093.36_
£5,648.40
_£2,153.40_
£2,069.50
_£356.77_
£431.49
_£1,259.20_
£1,365.60
**_£16,539.76_ £15,926.08**
_£96.58_
£0.00
_£32.85_
£0.00
_£501.04_
£638.61
_£83.75_
£0.00
_£236.18_
£251.86
_£242.00_
£242.00
_£357.45_
£269.22
_£97.49_
£201.46
**_£1,647.34_**
**£1,603.15**
**_£31,756.06_ £31,644.72**
_0_
**_£7,332.02_**
**£5,862.38**| |**Summary**|**_2023-24_**|**2024-25**| |---|---|---| |Cash funds brought forward|_£16,569.73_|£23,901.75| |Surplus/loss|_£7,332.02_|£5,862.38| |Cash funds taken over|_23901.75_|£29,764.13| |**Statement of assets at end of**|**FY**|| |CCLA|_£16,427.95 _|_£26,326.86_| |NatWest|_£7,473.80_|£3,437.27| |Total Assets|_£23,901.75_|**£29,764.13**| Approved by the Summertown Choral Society at its Annual General Meeting on 20 November 2025 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 2025 **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 31/07/2025. **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:** 21/10/2025 ~~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