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2024-06-30-accounts

Company Registration No: 03214832 (England and Wales) Charity Registration No: 1057417

WINCHESTER MUSICALS AND OPERA SOCIETY (LIMITED BY GUARANTEE)

UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 30 JUNE 2024

WINCHESTER MUSICALS AND OPERA SOCIETY (LIMITED BY GUARANTEE)

COMPANY INFORMATION

Directors:

A. Croudass S. Hall M. Larcombe A. Morgan S Meanwell-Ralph (appointed 7 December 2023) E Petley-Jones I. Steel Company Number: 03214832

Independent Examiner:

Dr G. Smith 10 St James Terrace Winchester SO22 4PP

WINCHESTER MUSICALS AND OPERA SOCIETY (LIMITED BY GUARANTEE)

CONTENTS

Page
Report of the Council of Management 1 - 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Summary Income and Expenditure Account 5
Balance Sheet 6
Notes to the Financial Statements 7 - 9

WINCHESTER MUSICALS AND OPERA SOCIETY (LIMITED BY GUARANTEE)

REPORT OF THE COUNCIL OF MANAGEMENT FOR THE YEAR ENDED 30TH JUNE 2024

The Council has pleasure in submitting its report, together with the Accounts for the year ended 30 June 2024.

LEGAL AND ADMINISTRATIVE DETAILS

Organisation

Winchester Musicals and Opera Society is incorporated as a company limited by guarantee (company number 3214832) and registered as a charity (number 1057417). The company was incorporated on 20 June 1996 and took over the activities of Winchester Amateur Operatic Society (an unincorporated charity) from 1 January 1997.

Registered Office

Chilcomb Manor Chilcomb Winchester SO21 1HR

Independent Examiner

Dr G. Smith 10 St James Terrace Winchester SO22 4PP

Principal Activities and Charity Objectives

The object and principal activity of the company continued to be the education of the public in the appreciation of music and drama.

Review of Development, Activities and Achievement

Three shows were presented in the current year.

The surplus for the year was 8,961 (2023 - 7,771). The results for the year are set out in detail on page 4.

1

WINCHESTER MUSICALS AND OPERA SOCIETY (LIMITED BY GUARANTEE) REPORT OF THE COUNCIL OF MANAGEMENT continued FOR THE YEAR ENDED 30TH JUNE 2024 LEGAL AND ADMINISTRATIVE DETAILS continued Reserves Policy The Charity now has £117,713 to provide working capital (2023 - 108,752). This is felt lo be sufficient to give it a long term, financially secure future. Directors No director has any beneficial interest in the charitable company. All directors are members of the company and guarantee to contribute a maximum of £1 in the event of a winding up. The following directors held office during the year: A. Croudass S. Hall M. Larcombe S Meanwell-Ralph (appointed 7 December 2023) A. Morgan E Petley-Jones i. steel The report of the Council of Management has been prepared in accordance with the special provisions relating to small companies within Part 15 of the Companies Act 2006. By Order of the Board A. Mor IS Date

WINCHESTER MUSICALSAND OPERA SOCIETY (LIMITED BY GUARANTEE) INDEPENDENT EXAMINER'S REPORTTO THE DIRECTORS ON THE UNAUDITED ACCOUNTS OF WINCHESTER MUSICALS AND OPERA SOCIETY LIMITED BY GUARANTEE I report on the accounts of Winchester Musicals and Opera Society for the year ended 30 June 2024, which are set out on pages 4 to 9. Respective responsibilities of trustees and examiners The charity's trustees are responsible for the preparation of the accounts., the trustees consider that the audit requirement of s144 of the Charities Act 2011 (the Act) does not apply. It is my responsibility. to state, after examination of the accounts under s145 of the Act and on the basis of procedures specified in the General Directions given by the Charity Commissioners under s145{5}(b) of the Act, whether particular matters have come to my attention. Basls of Independent •xamlnerfs report My examination was carried out in accordance with the General Directions given by the Charity Commissioners. 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 the seeking of explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence Ihat would be required in an audit and, consequently, I do not express an audit opinion on the view given by the accounts. Independent examinerfs statsment In connectton with my examination, no matter has come to my attents'on: (1) which gives me reasonable cause to believe that, in any material ￿SpeCt, the requirements: . to keep accounting records in accordance with s130 of the Act; and . to prepare accounts which accord with the accounting records and to comply with the accounting requirements of the 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. 10 St James Terrace Winchester S022 4PP Geoffrey Smith Date

WINCHESTER MUSICALS AND OPERA SOCIETY (LIMITED BY GUARANTEE)

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30TH JUNE 2024

Total
Unrestricted
Funds
Note
2024
£
Income and Expenditure
Incoming Resources
62,668
Members subscriptions
2,845
Theatre Tax Credit and Gift Aid
4,500
Donations and covenants
65
Interest on cash investment
3,398
Other income
511
Total Incoming Resources
73,987
Resources Expended
Direct Charitable expenditure
3a
60,759
3b
4,267
Total Resources Expended
65,026
Net Incoming Resources for the Year
8,961
Fund Balances Brought Forward
108,752
Fund Balances Carried Forward
117,713
Income from trading activities within the
charity's objectives
Management and administration of the
charity
Total
Unrestricted
Funds
2023
£
21,301
2,420
6,472
1,000
2,505
882
34,580
23,157
3,652
26,809
7,771
100,981
108,752

4

(LIMITED BY GUARANTEE)

WINCHESTER MUSICALS AND OPERA SOCIETY

SUMMARY INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 30TH JUNE 2024

Gross Income of Continuing Operations
Total Income of Continuing Operations
Total Expenditure of Continuing operations
Net Income for the year
Net Income for the year from Continuing
Operations
2024
£
73,987
73,987
65,026
8,961
8,961
2023
£
34,580
34,580
26,809
7,771
7,771

A detailed analysis of income by source is provided in the Statement of Financial Activities

Detailed analyses of the expenditure are provided in the Statement of Financial Activities and Note 3

The summary Income and Expenditure Account is derived from the Statement of Financial Activities on page 4, which, together with the notes to the financial statements on pages 7 to 9, provides full information on the movements during the year on all the funds of the company.

The notes on pages 7 to 9 form part of these financial statements.

5

WINCHESTER MUSICALS AND OPERA SOCIETY (LIMITED BY GUARANTEE BALANCE SHEET AS AT 30 JUNE 2024 Notes 2024 2023 Fixed Assets Tangible Assets 242 441 Current Assets Debtors Cash at bank and in hand 1,891 118,065 8,156 102,150 119,956 110,306 Creditors Amounts falling due within one year -2,485 -1,995 Net Current Assets 117,471 108,311 Total Assets less Current Liabilities 117,713 108,752 Financed by General Funds 117,713 108,752 In preparing these financial ststements.. The directors are of the opinion that the company is entitled to the exemption from audit conferred by Section 477 of the Companies Act 2006. No notice has been deposited under Section 476 of the Companies Act 2006,. and The directors acknowledge their responsibilities for.. 1 ensuring that the company keeps accounting records which comply with the requirements of the Companies Act 2006., and 2 preparing accounts which give a true and fair view of the state of affairs of the company as at the end of the financial year and of its profit for the financial year, and which othe￿iSe comply with the requirements of the Companies Act 2006 relats'ng to accounts, so far as applicable to the company. These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies, regime and with the Financial Reporting Standard for Smaller Entities {effective January 20151. The fina nts were approved by the Council of Management on 2aZ Director - A an

WINCHESTER MUSICALS AND OPERA SOCIETY (LIMITED BY GUARANTEE)

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 30TH JUNE 2024

1 COMPANY STRUCTURE

The company is limited by guarantee and the amount guaranteed by each member is a maximum of £1. The administration is carried out by a Council of Management who act in the capacity of directors. The company is a Registered Charity number 1057417.

2 ACCOUNTING POLICIES

a The accounts have been prepared under the historical cost convention, in accordance with the Financial Reporting Standard for Smaller Entities (effective January 2015), and the Charities' Statement of Recommended Practice.

Equipment 20% straight line

Costs are allocated between direct charitable expenditure and other expenditure according to the nature of the cost. Where items involve more than one category they are apportioned between the categories according to the nature of the cost. Detailed analysis of the allocation of costs is given Note 3 to the financial statements.

e All fixed assets held are used in direct furtherance of the charity's objectives. The charity held no assets belonging to any other charity during the period.

3 ANALYSIS OF TOTAL RESOURCES EXPENDED
a
Direct Charitable Expenditure
Show Expenses
Costs of Music
Rehearsal Hall
2024
£
47,708
8,267
4,784
60,759
2023
£
15,653
5,061
2,443
23,157

WINCHESTER MUSICALS AND OPERA SOCIETY (LIMITED BY GUARANTEE)

NOTES TO THE ACCOUNTS

FOR THE YEAR ENDED 30TH JUNE 2024

3 ANALYSIS OF TOTAL RESOURCES EXPENDED 2024 2023
£ £
b
Management and Administration of the Charity
Bank charges 63 64
Postage, Stationery and Printing 0 0
Stables costs and costume store 1,755 1,224
Insurance 993 865
Archiving costs 20 21
Subscriptions and Donations 245 230
Depreciation 438 494
Sundry Expenses 753 754
4,267 3,652
No remuneration or expenses were paid to any directors or staff during the year
4 NET OUTGOING RESOURCES 2024 2023
£ £
Net outgoing resources are stated after charging:
Depreciation 438 494
5 TAXATION
The company is registered as a charity and as such is exempt from Income and Corporation tax
6 TANGIBLE FIXED ASSETS Equipment
£
As at 1 July 2023 10,627
Additions 239
As at 30 June 2024 10,866
Depreciation
As at 1 July 2023 10,186
Charge for year 438
As at 30 June 2024 10,624
Net Book Value
As at 1 July 2023 441
As at 30 June 2024 242

8

WINCHESTER MUSICALS AND OPERA SOCIETY

(LIMITED BY GUARANTEE)

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 30TH JUNE 2024

7
DEBTORS
Trade Debtors
Other Debtors
8
CREDITORS
Amounts falling due within one year
Other Creditors
9
GENERAL FUNDS
Unrestricted Funds
Balance at 1 July
Net Movement in Funds
Balance at 30 June
2024
£
1,891
1,891
2024
£
-2,485
2024
£
108,752
8,961
117,713
2023
£
8,156
8,156
2023
£
-1,995
2023
£
100,981
7,771
108,752

9

WINCHESTER MUSICALS AND OPERA SOCIETY (LIMITED BY GUARANTEE)

The following pages do not form part of the statutory accounts of the company

WINCHESTER MUSICALS AND OPERA SOCIETY BALANCE SHEET AS AT 30 JUNE 2024 2024 2023 Fixed Assets 241.58 440.73 Current Assets Payments re future productions CAF Savings Account CAF Current Account CAF Gold Account CCLA Investment Fund Debtors and prepayments 1,672.45 7,773.76 15,277.87 6,872.49 20,000.00 60,000.00 381.93 1,384.13 41,680.57 75,000.00 219.49 119,956.64 110,306.05 Current Liabilities Creditors and advance receipts -2.484.65 -1,994.82 117,471.99 108.311.23 117,713.57 108,751.96 The Society's Funds At 1 July Surplus for year 108,751.96 8,961.61 100,981.12 7,770.84 At 30 June 117,713.57 108.751_96 On behalf of the Council of Management A Morgan I Steel Date

WINCHESTER MUSICALS AND OPERA SOCIETY

REVENUE ACCOUNT FOR THE YEAR ENDED 30TH JUNE 2024

Production Accounts
Priscilla, Queen of the Desert
Calendar Girls
HMS Pinafore
General Account
Social Account
Operating Surplus
Interest Received
Surplus
2024
£
123.53
2,942.91
-1,156.49
1,909.95
3,169.47
484.31
5,563.73
3,397.88
8,961.61
2023
£
2,236.81
-4,092.23
-1,855.42
6,668.31
452.46
5,265.35
2,505.49
7,770.84

WINCHESTER MUSICALS AND OPERA SOCIETY

PRODUCTION ACCOUNT FOR THE YEAR ENDED 30TH JUNE 2024

HMS PINAFORE

Income
Ticket sales
Sponsorship
Donations
Programme sales
Bar and FOH profit
Performance fees
Raffle
Expenditure
Royalties
Hire of rehearsal hall
Venue hire
Stage Costs
Props
Set and Transport
Costumes and Transport
Make-up
Lighting, Sound and Effects
Music
Production Team
Orchestra
Accompanists
Music Hire
Sales
Advertising
Programme
Other Expenses
Gifts
After show party
Excess of Expenditure over Income
11,962.00
0.00
0.00
329.90
0.00
1,230.00
0.00
13521.90
163.14
639.00
6,943.44
47.92
1,375.44
532.91
47.62
1,368.20
3372.09
800.00
1,440.00
440.00
124.73
2804.73
474.71
191.99
666.70
89.29
0
89.29
14,678.39
-1,156.49
11,962.00
0.00
0.00
329.90
0.00
1,230.00
0.00
13521.90
163.14
639.00
6,943.44
47.92
1,375.44
532.91
47.62
1,368.20
3372.09
800.00
1,440.00
440.00
124.73
2804.73
474.71
191.99
666.70
89.29
0
89.29
14,678.39
-1,156.49
11,962.00
0.00
0.00
329.90
0.00
1,230.00
0.00
13521.90
163.14
639.00
6,943.44
47.92
1,375.44
532.91
47.62
1,368.20
3372.09
800.00
1,440.00
440.00
124.73
2804.73
474.71
191.99
666.70
89.29
0
89.29
14,678.39
-1,156.49
-1,156.49

WINCHESTER MUSICALS AND OPERA SOCIETY

PRODUCTION ACCOUNT FOR THE YEAR ENDED 30TH JUNE 2024

CALENDAR GIRLS

Income

Ticket sales
Sponsorship
Donations
Programme sales
Programme adverts
Performance fees
Raffle
Expenditure
Royalties
Hire of rehearsal hall
Venue hire
Stage Costs
Props
Set and Transport
Costumes and Transport
Make-up
Lighting, Sound and Effects
Music
Production Team
Orchestra
Accompanists
Music Hire
Sales
Advertising
Programme
Other Expenses
Gifts
After show party
Excess of Expenditure over Income
176.64
901.08
597.13
1,195.20
21,666.50
407.36
1,200.00
23,273.86
20,330.95
4,020.00
1,620.23
8,659.60
2,870.05
2,446.59
602.36
112.12
800.00
880.00
150.00
616.59
400.49
201.87
60.50
51.62
2,942.91

WINCHESTER MUSICALS AND OPERA SOCIETY

PRODUCTION ACCOUNT FOR THE YEAR ENDED 30TH JUNE 2024

PRISCILLA QUEEN OF THE DESERT

Income

Ticket sales
Sponsorship
Programme Advertising
Programme sales
Bar profit
Performance fees
Raffle
Expenditure
Royalties
Hire of rehearsal hall
Venue hire
Stage Costs
Props
Set and Transport
Costumes and Transport
Make-up
Lighting, Sound and Effects
Music
Production Team
Orchestra
Accompanists
Music Hire
Sales
Advertising
Programme
Other Expenses
Gifts
After show party
Excess of Expenditure over Income
23,863.00
25.00
484.31
1,500.00
25,872.31
3,865.81
2,524.73
8,659.60
87.28
1,813.82
2,866.39
73.98
1,724.40
6,565.87
1,200.00
1,000.00
50.00
765.00
3,015.00
274.80
306.68
581.48
491.80
44.49
536.29
25,748.78
123.53
23,863.00
25.00
484.31
1,500.00
25,872.31
3,865.81
2,524.73
8,659.60
87.28
1,813.82
2,866.39
73.98
1,724.40
6,565.87
1,200.00
1,000.00
50.00
765.00
3,015.00
274.80
306.68
581.48
491.80
44.49
536.29
25,748.78
123.53
23,863.00
25.00
484.31
1,500.00
25,872.31
3,865.81
2,524.73
8,659.60
87.28
1,813.82
2,866.39
73.98
1,724.40
6,565.87
1,200.00
1,000.00
50.00
765.00
3,015.00
274.80
306.68
581.48
491.80
44.49
536.29
25,748.78
123.53
123.53

WINCHESTER MUSICALS AND OPERA SOCIETY

GENERAL ACCOUNT FOR THE YEAR ENDED 30TH JUNE 2024

Income
Members subscriptions
Friends subscriptions
Donations
Fundraising income
Theatre tax credit / Gift aid
Costume hire
Other Income
Expenditure
Depreciation
Insurance
Subscriptions
Stables expenditure
Postage, stationery, copying
Bank charges
Website and social media
Donations
Costume store
Fundraising costs
AGM Costs
Archiving costs
Other expenditure
(Deficit) / Surplus before exceptional items
To Revenue Account
SOCIAL ACCOUNT
FOR THE YEAR ENDED 30TH JUNE 2024
BBQ
Tea Fund
Quiz
WMOS walk
Sewing workshop
2024
£
£
£
2,520.00
325.00
65.00
4,500.30
27.00
7,437.30
437.75
493.94
993.38
865.43
245.00
230.00
1,755.43
1,223.96
62.80
63.75
412.22
363.93
35.00
81.95
130.33
20.00
21.45
259.30
226.67
4,267.83
3,169.47
3,169.47
Surplus/
(Deficit)
82.02
155.70
260.68
-28.50
14.41
484.31
2023
£
2,080.00
340.00
1,000.00
189.32
6,472.45
36.00
205.00
10,322.77
3,654.46
6,668.31
6,668.31