**To**
## **Trustees' Annual Report for the period**
Period start date Period end date 01 12 2022 30 11 2023
**From**
## Section A Reference and administration details
**Charity name Other names charity is known by Registered charity number (if any)** 1003451
The Burton Musical Theatre Company
**Charity's principal address**
6 Deveron Close Stretton Burton on Trent, Staffordshire **Postcode DE13 0YE**
## **Names of the charity trustees who manage the charity**
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8
9
10
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17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Angela Wynne|Chairman||Elected at AGM|
||Karen Hambleton|Vice Chairman||Elected at AGM|
||Samantha Walker|Treasurer||Elected at AGM|
||Lee Smith|Secretary||Elected at AGM|
||||||
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
**TAR**
March **2012**
1
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
- (eg. trust deed, constitution)
Non limited company How the charity is constituted
(eg. trust, association, company)
Elected by the Membership at the Company’s AGM Trustee selection methods
(eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
The object of the Company is to educate the public in the genre of musical theatre arts to further the development of public appreciation and taste in the said arts to assist and further such charitable institutions and charitable purposes as the Committee shall from time to time determine.
**TAR**
March **2012**
2
We produced two shows in 2023, Footloose & Kinky Boots
Local audiences thoroughly enjoyed these 2 exciting shows.
We are planning a concert for June 2024.
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
## **Additional details of objectives and activities (Optional information)**
To encourage anyone interested in musical theatre to become part of the company. The company members ages range from 16-70 and children are also encouraged to be part of shows which allow for their participation.
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**TAR**
March **2012**
3
Section D Achievements and performance
We produced two shows in 2023, Footloose & Kinky Boots. Despite a **Summary of the main** sell-out performance for Kinky Boots we were not nominated for any **achievements of the charity** awards. **during the year**
**TAR**
March **2012**
4
## **Section E Financial review**
## **Brief statement of the**
**charity’s policy on reserves**
The cost of producing shows is currently around the £25,000 mark and the company aims to have a reserve equivalent of at least two productions.
Further fund-raising activities are planned to bolster funds and support the spiralling utility costs.
**Details of any funds materially in deficit**
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** S WALKER
**Full name(s)** SAMANTHA WALKER **Position (eg Secretary, Chair,** TREASURER **etc)**
**Date** 19TH JUNE 2024
**TAR**
March **2012**
5
||**Charity Name**
**THE BURTON MUSICAL THEATRE COMPANY**|**Charity Name**
**THE BURTON MUSICAL THEATRE COMPANY**|**Charity Name**
**THE BURTON MUSICAL THEATRE COMPANY**|**No (if any)**
**1003451**|**No (if any)**
**1003451**|**No (if any)**
**1003451**|**CC16a**|
|---|---|---|---|---|---|---|---|
||**For the period**
**from**|Period start date
01/12/2022|**To**||Period end date
30/11/2023|||
|||||||||
|**Section A Receipts and payments**||||||||
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**12,087**
**58,953**
**351**
**-**
**-**
**-**
**-**
**-**
**71,391**
**-**
**3,933**
**3,933**
**75,324**
**60,525**
**9**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**60,534**
**222**
**-**
**222**
**60,756**
**14,567**
**-**
**30,051**
**44,618**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**Total funds**
**to the nearest £**
**12,087**
**58,953**
**351**
**-**
**-**
**-**
**-**
**-**
**71,391**
**-**
**3,536**
**3,933**
**75,324**
**60,525**
**9**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**60,534**
**222**
**-**
**222**
**60,756**
**14,567**||**Last year**
**to the nearest £**|
|Gifts,donations & other receipts|**12,087**||||||**14,186**|
|Receipts from TradingActivites|**58,953**||||||**57,070**|
|Receipts earned from assets|**351**||||||**45**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|**71,391**||||||**71,301**|
|||||||||
|**A2 Asset and investment sales,**
**(see table).**||||||||
||**-**|||||||
||**3,933**||||||**3,536**|
|**_Sub total_**|**3,933**||||||**3,536**|
|**_Total receipts_**
**A3 Payments**||||||||
||||||||**74,837**|
|||||||||
|
Payments directlyfor charitablepurposes|**60,525**||||||**72,725**|
|payments forpublicity, fund raising and
management|**9**||||||**215**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
|**_Sub total_ **|**60,534**||||||**72,940**|
|||||||||
|**A4 Asset and investment**
**purchases (see table)**||||||||
|**,**|**222**||||||**10,664**|
||**-**|||||||
|**_Sub total_ **|**222**||||||**10,664**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||||
||||||||**83,604**|
|||||||||
||**14,567**|**-**|**-**||**14,567**||**- 8,767**|
||**-**|**-**|**-**||**-**||**-**|
||**30,051**|**-**|**-**||**30,051**||**38,818**|
||**44,618**|**-**|**-**||**44,618**||**30,051**|
CCXX R1 accounts (SS)
19/06/2024
1
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
NS&I Investment Bonds
Treasurers Account
Flexible savings account
Raise the Roof fund
**Details**
**Details**
**Details**
Signature
S WALKER|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**19,799**
**-**
**15,014**
**-**
**9,805**
**-**
**44,618**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**6,000**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
S WALKER|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
||S WALKER|S WALKER|19th June 2024|
|||||
CCXX R2 accounts (SS)
19/06/2024
2
## **Independent examiner's report on the accounts**
**Section A Independent Examiner’s Report**
## **Report to the trustees/ members of**[THE BURTON MUSICAL THEATRE COMPANY ]
**On accounts for the year** 30 NOVEMBER 2023 **Charity no** 1003451 **ended (if any) Set out on pages** 1 TO 2 (remember to include the page numbers of additional sheets)
**Respective** The charity's trustees are responsible for the preparation of the accounts. **responsibilities of** The charity’s trustees consider that an audit is not required for this year **trustees and examiner** under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to:
- examine the accounts under section 145 of the Charities Act,
- to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
- to state whether particular matters have come to my attention.
- **Basis of independent** My examination was carried out in accordance with general Directions given **examiner’s statement** by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
**Independent** In connection with my examination, no matter has come to my attention **examiner's statement** (other than that disclosed below *)
1. which gives me reasonable cause to believe that in, any material respect, the requirements:
- to keep accounting records in accordance with section 130 of the Charities Act; and
- to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act
- have not been met; or
2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
* _Please delete the words in the brackets if they do not apply._
|**Signed:**
**Name:**
**Relevant professional**
**qualification(s) or body**
**(if any):**|R HUGHES|17thJune 2024|
|---|---|---|
||||
||ROBERT HUGHES||
||||
||AUDITOR||
1
**IER**
**March 2012**
**Address:**[LYNDHURST, DERBY ROAD, BURTON ON TRENT, STAFFORDSHIRE. ] DE13 0DF
## **Section B Disclosure**
Only complete if the examiner needs to highlight material problems.
2
**IER**
**March 2012**
**Give here brief details of any items that the examiner wishes to disclose** .
3
**IER**
**March 2012**