Penarth Operatic and Dramatic Society
Penarth Operatic and Dramatic Society
Annual Report
For the year ended 30 June 2024
Reglstered Charlty Number: 1059300

Penarth Operatic and Dramatic Society
Annual Report
For the year ended 30June 2024
Contents
Trustees, officers and advisor
Chalrman's report
Report of the trustees
Independent examinerfs report
Statement of financial activities
Balance Sheet
Notes to the accounts
10-14

Penarth Operatic and Dramatic Soclety
Trustees
Mrs Mary Gardner
Mr Bob Tucker
Mrs Wendy Huxtsble-McTurk
Mrs Oeborah Apollonio
Mr5 Meli55a Rabaiottl
Executlve Officers
Chalrman
Mary Gardner
Vlce Chalrman
Deborah Apollonio
Secretary
Adrienne Davey
Treasurer
Bob Tucker
Executlve Commlttee Membe
Head of Muslcals
Cerl Wheatley
Asslstant to Head of Musicals
Lauren Jenklns
Head of Drama
Arnanda Matthews qresi8ned}, Klm Hernlman (actln8)
Asslstant to Head of Drama
Mellssa Rabalottl
Head of PODYS
lauren Farnham {resl8ned), Klm Hernlman (actlng)
Asslstant Treasurer
Sue Owen
Marketlng Officer
Paul Mellln
Publlclty Offlcer
Peter Knowles
Tlcket Secretary
Bob Tucker
Membershlp & Patrons Secretary Wendy Huxtsbl&McTurk
Front of House Manager
Mellssa Rabalottl
Social Secretsry
Emma Dennett
Wardrobe Secretary
Kim Herniman
Bankers
HSBC Bank PIC
l Herbert Tefface
S￿nV￿lI Road
Penarth

Penarth Operatlc and Dramatic Society
Chalrman's report for the year ended 30 June 2024
Last year I reported a great year for the PODS, well, thls year has been even better. Our productions have recelved fulsome
pra55e from audiences and reviewers, together with a plethora of nominatlons and ultimate awards from the Glamorgan
Drama League 'Glammies' and NODA. Thls Is due to the high artlstSc quallty of our shows brought about by our multi-talented
members and the vlslon, passion and commStment of everyone Involved In a produrtlon. Our flnances are In a very good
positlon, we have a member5hlp of 80, together wlth a thrlvln8 PODYS Section which has a waltlng list. So, here we are wlth
all these strengths In the mlddle of celebratlnB the immense achlevement of reachlng our Centenary Year. One Hundred
vears of provldlng entertalnment and flrst-class theatre wlthln our local communlty.
The Orama Sectlon started off the year In October wfth the comedy, Ladles Dayi wlth Sally Mathlas maklng a very Impresslve
dlrerting debut. Thls was a fabulous, fast movin81 hilarious production whlch receSved elght Glammle Nomlnatlons and two
Awards - Tom Dyer won Best Supportin8 Male as Patrlck, the Jockey, and the other was for the Moderatorfs Best Play Award.
Thls was followed in December by our annual pantomlme, Puss In 800ts, our 25th panto presentatlon and whlch brought U5
to the Eve of our Centenary Year. Olrected by the 'visionary' Flona Porter-smlth, thls was a grea¢ fun panto whlch audiences
Just loved. It was also the flrst fomial set up of our Junlor Sectlon, PODYS, takln8 part. Forty flve chlldren spread Into 3 teams,
each team takln8 Part In 2 performances, an added dlfflcult arran8ement to the productlon whSch wa5 well accompllshed by
Flona and the PODYS team of tutors.
In December, also, the PODYS put on a Chrlstmas Concert held at Sully Old School Hall whlch went well and wlth good
attendance. The PODYS also lolned PODS adults at the town's Chrlstmas Llghts swItch￿n when we sang a lovely programme
of Chrlstmas X+n8s, wlth some slmple choreography by Cerl Wheatley. It15 always very satlsfylnB when PODS actlvely
partlclpate In an event wlthln the communlty, especlally as we also had Father Chrlstmas on sta8e wlth us In the form of Alex
Wllson. The PODYS team of tutors also held a successful two-day Summer School during August and just recently put on thelr
very first full-scale muslcal production of Bugsy Malone. The show was a dellght wlth qulte a blt of burgeonlng talent In the
cast and which received a lovely revlew from Matt Bryant, the new NOOA Rep. I have to say a very blg 'thank you. to thSs
team of PODS members who run with frlendly efflclenry, talent and passion, the weekly classes for our Junlor members
Cerl Wheatley, Chloe Welsh, Julla Dyke, Lauren Jenklns and Ellnor 8runker, not for8ettln8 Klm Hernlman. PODYS motlvator
and Safeguardlng expert. I must stre55 here that when the Junlors are In our Care PODS stands 'ln loco parentls., and all
members should act approprlately. The ultlmate responsibility Iles wlth the Trustees. Safe8uardlnB plays a major part in the
legal aspects of thls and there are a number of Chlldren's Acts wlth whlch we have to comply. Durlng performances, for
example, there have to be licensed chaperones looklng after the chlldren and parents can be a chaperone only to thelr own
child. Klm has recently updated our old Chlld Protectlon Pollcy to a new Safeguardlng Policy In our Constltutlon and along
slde thls. Is In the process of flnallzlng a more comprehensive Safe8uarding Policy.
In March of thls year the Drama Sertlon gave us the most superb start to our Centenary Year wtth Shakespeare In Love
dlrected by the Inlmltable Alex Wllson. A difficult play to stage it was brilllantly executed and showcased the hlgh artistic
talents and abi1Sties of everyone Involved In the productlon.

Penarth Operatic and Dramatic Society
Chairman's report for the year ended 30 June 2024 (Continued)
Our May production saw the very reason PODS came into being l(M) years ago. our muslcal. Not the fey lolanthe thls tlme but
the brashness of The Producerfs again directed by Fiona Porter-smlth. There Is no doubt. PODS excelled wlth thls productlon
standlng ovations every night, wonderful and excessive praise from those who came to see It and whlch had the most
exceptlonally brllllant Glammies crlt. wlth even Peter Knowles belng mentioned for the excellent programme compilation.
Tlcket sales for all our produrtlons went from a very re¥)ectable 495 for Ladles Day upwards to the best ever record for a
panto of 1,652 5eat5 sold. Thls was accompllshed by excellent publlcity and medla marketlng by Peter Knowles and Paul
Mellln workln8 together with a set actlon plan. I must mentlon also Fiona Porter-smlth who has also kept our web-slte
updated.
We now have a 8reat scenery team headed by An(ty Bradshaw, provldin8 superbly designed, detailed sets tO8ethei wlth
Martln Dennett, a blesslng In dls8ulse. and Bob Tucker and a team of helpers constfUrtln8 and brlngin8 Andvs desl8ned sets
to the stage. In re5pe¢t of the Dln8le, Martln, Bob Tucker and Emma Dennett, tO8ether wlth a team of voluntary helpers have
made 8reat strides In tldylng up. 8etting rid of unwanted Items, and re￿rganIsIng the Dingle. Bob al￿ took on the Job of
rewlrln8 all the electr5cs at the Dingle and must have saved PODS qulte of blt of money. Our tenants. Concept Players still
contlnue to rent a lock-up at the Dlngle.
The soclal slde of PODS has been well to the fore thls year wlth the now rltual curry nl8ht taklng place on a Frlday after the
sh¢)w. There have been after-show'dos. at the Glendale, at Alex & Nikki Wllson's abode and qulz nl8hts at Cardiff Athletlc
Club. Emma Dennett organised an after-panto party at the Coronatlon aub, and there was a very pleasant InnovatSve '8el to
know you, evenlng at the Oche Loun8e of the Shakespeare In Love cast. There have been fun nlghts at Porters In Cardlff and
off-the<uff drlnkln8 nlghts Sn local pubs. A large group of members attended the NODA Dinner & Presentation of Awards at
the Hllton Hotel, Newport, last September when Nlkkl Wllson won the Award for Best Individual Performance as Mar80
Leadbetter in The Good Life. Then at the Glafflor8an Drama League's Glammles Awards nlght held locally at the Masonlc Hall
In Penarth this March, when apart from the two Ladies Day awards, Graham Perkins won Best Performance In a Play for
Treasure Island as Long John Sifver, Wayne Asslrattl won Best Male Performance for Chess, Ceri Wheatley• Richard Thoma5 &
Nlkkl Wllson shared the Award for Best Choreography for Chess. Flona Porter-smith won 8est Director of a Musical for Chess.
and PODS won Best PreSentat￿n of both a Musical and Play for Chess and Treasure Island ￿pertIVely. 'Best Presentatlon.
covers the set design. costumes. lightlng and sound. Then. hot off the press from the NODA awards held In North Wales last
week-end, PODS won 8est Set for Treasu￿ Island. Best Leading Perfomief In a musical with joint winners Wayne Asslrattl
and Nell Parker for Chess and Chess also won Best Muslcal.

Penarth Operatic and Dramatlc Soclety
Chairman's report for the year ended 30June 2024 (Continued)
PODS Commlttee meetin8s have been held on a monthty basls and. as ever, l am full of gratitude for all the hard work and
serlous amount of effort which Committee members undertake in the runnin8 of the Society and for the support whlch they
so wlllingly glve to me. l am thankful also to Bob Tucker and Klm Hernlman who took on extra Jobs when three Cornmlttee
members re51gned early on In the year and one very near Its end. I know that sometimes Committee roles can be onerous
but also satlsfylng and a clash of personalltles can occur but are all glvlng of our tlme for the good of PODS. It was an
emergenry commlttee that founded PODS 100 years ago and which, I belleve,1s one of the maln reasons why we are stlll
golng 100 years later, for a Cornmlttee provides continulty and quite slmply Is PODS malnstsy.
So, PODS Is half-way through Its Centenary Year and we, its present members, are now the guardlans of its great leg
whlch started wlth that well-pralsed first productlon of lolanthe. we have most decidedly. not been found wantln8-
'Brllliant produrtlon,. 'Another'WO￿ from POD5'. 'Had a lovely evenlnrf, The theatrical event of the yearf, 'Pollshed
productlon, , 'One of the best amateur produrtlons I've seen,, 'utterly profe55ional'. 'A rare Jewel of qualw, West-end
standard,
these are Just a few of the remarks made by crltlc5 acr055 all our productlons thls year, let alone the awards won from last
year. We stlll have the rest of our exclting Centenary programme to enjoy untll the end of the year. FollowSng whlch PODS
can 80 forward Into Its second Century wlth strength, commltment and prfde and in its artistic abilitles, contlnuln8 to provlde
pleasure and entertalnment and keeplng the maglc of theatre allve here In our local tommunlty of Penarth.
Mary Gardner

Penarth Operatic and Dramatic Society
Report of the trustees
For year ended 30 June 2024
The Trustees present their annual report and the independently revlewed accounts for the year ended 30 June 2024.
The Informatlon wlth respect to Trustee5, officers and advisors, set out on page I fornis part of this report. The financlal
statements comply with the ChariVs constitutlon, appllcable Accounting Standards and the Statement of Recommended
Practlce (SORP {FRS 102) as amended by Update Bulletift l) "Accounting and Reporting by Charities" and the Charities Act
2011.
Stri1¢￿re& governance and management
Penarth Operatlc and Dramatlc 5oclety ("the Charirf) Is govemed by its constitutlon dated September 1996 and re8Istered
wlth the Charlty Commlssion under charlty number 1059300.
The governance of the Charfty Is delegated to the Executlve Commlttee as detailed In its constitutlon, whlch conslsts of
Indivlduals elerted by fully pald up members. The ojrrent Executive Committee has four officer5 (of whlch three are Trustees
and twelve members (of whSch two are Trustees).
The trustees, except where otherwise dlsclosed, are Ilsted on page l. The Inltlal Trustees were appolnted from the
Commhttee, and the current Trustees were volunteer members.
In the Ilght of Corporate Governance 8uldance contalned wlthln the Charltles Statement of Recommended Practlce FRS 102,
the Executlve Commlttee Is contlnuln8 Its revlew of the malor strategk buslne55 and operational rlsks to whlch the Charlty Is
exposed.
Currently• no key rlsks have been identlfled. However. In teffl￿ of the Charltrf5 ongolng stage performances, mlnor rlsks
contlnue to relate to a shortage of both males and of supportlng personnel for stage management. set bulldlng and other
non-performlng actlvlties. The Escalatln8 Cort of perfom)ance and rehearsal venues Is a mlnor rlsk to the financlal
sustalnablllty of the Charlty and this is continuing to be addressed by the combination of increasing Its Income by ralslng
membershSp and sta8e fees and maklng cost savings wherever possible. Every effort will continue to be made to address
these rlsks In the coming year. The soclety has never been In a better position in terms of stage management, set bulldlng
and other non performin8 activities. and our productlons attract stron8 male Interest as was seen with both Shakespeare In
Love and The Producers
Objertlves and artlvltles
The prlmary objectlve of the Charlty. as stated In Its governing d¢xument,15 to educate the publlc In the dramatic and
operatlc arts, by the way of staging plays and operatic show5 for the local community.
Athlevements and PerfOrn￿nceS

Penarth Operative and Dramatic Society
Report of the trustees continued
For year ended 30 June 2024
Financlal revlew and reserves
The statement of financial activities for the year is set out on page 8 of the accounts. A summary of the financial results and
the work of the charity are set out below.
The charity's income increased from £70,039 in 2022-23 to £80,641. It generated a prof it of £2.481 in the year12022-23
profit of £6,259).
The charity's policy on restricted funds is to separately record donation, grants and other sources of fundraising where
restrictions are imposed that are narrower than the Charity's overall objectives. As at 30 June 2024 the Charity had no
restricted funds.
The Trustee5 are continuing to attempt to maximise the unrestricted funds of the charity to further its primary objective. Th e
Trustees feel that they would be able to continue the current activities of the charity for the foreseeable future given
significant increase in the income. With the charity facing an environment of increasing competition and costs, the Trustees
have adopted the financial strategy of minimising non-essential indirect spending in order to invest more expenditure on
productions. At the same time, there continues to be a major focus on maximising 'front of house, income generation. which
ha5 been very successful. These strategies, combined with the enhancement of financial planning by the regular preparation
and monitoring of detailed budget5, have all contributed to a rise in the surplus. The Trustees therefore feel that the level of
reserves is adequate, but are continuing to consider ways in which additional unrestricted funds can be generated.
Trustee5' responsibilities
The Trustees are required by charity law to prepare accounts for each financial year, which give a true and fair view of the
state of affairs of the charity and its surplus or deficit as at the end of the financial year.
The Trustees confirm that suitable accounting policies have been used and applied consistently, and reasonable and prudent
judgements and estimates have been made in the preparation of the accounts ended 30 June 2024. The Tru5tee5 also
confirm that applicable accounting standards have been followed and that the accounts have been prepared on the going
concern basis,
The Trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the
financial position of the charity and enable them to ensure that the accounts comply with the Charities Act 2011. They are
also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and
detection of fraud and other irregularities.
For and on behalf of the Trustees
Adrienne Davey
Secretary

Penarth Operatic and Dramatic Society
Independent examinerfs report to the Trustees of Penarth Operatic and Dramatic Society
I report on the accounts of the trust for the year ended 30 June 2024, which are set out on pages 8 to 14.
Respectlve responslbllltles of trustees and examlner
The charity's trustees are responsible for the preparation of the accounts. The charltys trustees conslder that an audit 5s not
required for this year under settion 144(21 of the Charities Act 2011 (the 2011 Act) and that an Independent examlnation Is
needed.
It is my responsibility to:
Examine the accounts under section 145 of the 2011 Act;
To follow the procedures laid down in the general Directlons given by the Charity Commission under section
145151(b) of the 2011 Act: and
To state v4hether partlcular matters have come to my attentlon
Basts of Independent examlnerfs report
My examlnation was carried out in accordance wtth general Directions given by the Charity Commlssion. 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 Indude5 consideratlon of any unusual items or dlsdosure In the accounts, and seeking explanatlons from you
as trustees concerning any such matter5. The procedures undertaken do not provide all the evidence that would be requlred
in an audit, and consequently no opinlon is 8iven as to whether the accounts present a 'true and falr vlew, and the report is
Ilmited to those matters set out in the statement below.
Independent examlnerfs ststement
In connectlon wlth my examinatlon, no matter has come to my attention:
{11 Which gives me reasonable cause to belleve that In any materlal respect the requlrements:
to keep accounting records in accordance wlth section 130 of the 2011 Att; and
to prepare accounts whlch accord wlth the accountlng records and comply with the accountlng requlrements of
the 2011 Act;
have not been met; or
{2} to which, in my oplnion, attention should be drawn in order to enable a proper understanding of the accounts to be
reached.
HRA Account
Cardiff House
Cardiff Road
Vale of Glamor8an
CF63 2AW

Penarth Operatic and Dramatic Society
Statement of Flnanclal actlvltles for the year ended 30 June 2024
2024
2023
Note
Incomlng resources
In¢omln8 resources from generated funds
Voluntary Income
8,762
3,861
Actlvltles for 8eneratln8 funds
8,295
6,058
Investment Income
Incomln8 resources from charftable
Actlvltle$
63,584
60,120
Total Incomlng resources
80,641
70,039
Resources expended
Costs of 8eneratln8 fvnds
Fundralsln8 Costs
5,574
2,504
Investment management costs
Charltable actlvltles
72,028
60,797
Governance costs
558
479
other resources expended
Total resources expended
78,160
63,780
Net In¢omln8 resources
2,481
6,259
Other reM8nlsed lalnsl {losses>
Galn on revaluatlon of flxed assets
Net movement In funds
2,481
6,259
Recondllatlon of funds
Total funds brought forward
242,180
235,921
Total funds carried forward
244,661
242,180
All Income is unrestricted.
All Incoming resources and resources expended are derived from continuln8 actlvltles.

Penarth Operatic and Dramatic Society
Balance sheet
as at 30 June 2024
2024
P4ote
Flxed assets
Tanglble assets
200,(K)O
200,588
Current assets
Stocks
181
Debtors
5,952
4.033
Cash at bank and In hand
42,781
38,643
Totsl current asset$
48,733
42,857
Credltors: Amounts falling due wlthin one year
14073)
112661
Net current assets
41,591
Net assets
244,661
242,180
Fund$ of the charlty
Unrestrlrted funds
Accumulated fund
70,269
67.788
Revaluation reserve
174,392
174,392
Total funds
244,661
242,180
The accoun
8es 8 to 14 were approved by the Trustees on 181hJuly 2024
BobTucker
Treasurer & Trustee

Penarth Operatic and Dramatlc Soclety
Notes to the accounts
For the year ended 30 June 2024
Basls of preparation
Ba￿$ of atcountlnB
These accounts have been prepared on the basls of hlstorlc cost In accordance wlth 'Accountlng and Reportln8 by Charltles-
ststement of Recommended Practlce (50RP (FRS 102} as amended by Update Bulletin l),, wlth Accountlng Standards and
wlth the Charltles Act 2011.
Accountlng pollcles
Incomln8 resources
Reco8nftlon of Incomln8 resourc•s
These are Included In the Statement of Flnanclal Actlvltles15oFA) when:
the charity becomes entltled to the resources;
the trustees are vlrtually certaln they wlll recelve the resources;
the monetary value can be measured wlth sufflclent rellablllty.
Inmmlng resources wlth related expendlture
Where Incomln8 resources have related expendlture (as wlth fundralslng Income), the Incomlng resources and related
expendlture are reported gross In the SOFA.
Grants and Donatlons
Grants and donatlons are only Included In the SOFA when the Charlty uncondltional entltlement to the resources.
Investment Income
Th1515 Included In the accounts when recelvable.
Expendlture and Ilablllties
Uablllty recognttlon
Llabllltles are recognised as soon as there Is a legal or constructlve obllgatlon commlttlng the Charlty to pay out resources.
Governance Costs
These Include costs of the preparatlon and examination of statutory accounts, the costs of trustee meetlngs and cost of any
legal advlce to trustees on govemance or mnstitutional matters.
io

Penarth Operatic and Dramatic Soclety
Notes to the accounts continued
For the year ended 30 June 2024
Assets
Tanglble fixed assets for use by charity
Freehold land and buildings are included at valuation. A revaluation is carried out at least once every five years by a suitably
qualified person. Any other assets are capitalised rfthey can be used for more than one year. and cost at least £2,000. Thev
are valued at cost or if gifted at the value to the Charity on receipt.
Stocks
Stocks are valued at the lower of costs and net realisable value.
Funds
Fund Accountlng
The accumulated funds are restricted funds which are available for use at the discretion of the trustees in furtherance of the
general objectives of the Charlty and whlch have not been designated for other purposes.
Anatysis of incomlng resources
Voluntary Income
Donations
Membership fees
7.126
3.053
Tax reclaimed under gift aid
1,636
700
8.762
3,861
Attfvltles for generatlon funds
Rental Income
1320
1320
Other income
479
Fundraising Income
6.496
4.653
8,295
6.058
Incomlng resources for charltsble actlvltles
Gross Income from productions
60.120
63,584
60.120
li

Penarth Operatic and Dramatlc Society
Notes to the accounts continued
For the year ended 30 June 2024
Analysls of resources expended
2024
2023
Charltable actfvltles
Cost of produrtlons
63,693
55,897
Fundralslng Costs
5,574
2,504
Other operatln8 Costs
8.335
4,900
77,602
63,301
Governance costs
Legal and professlonal
360
330
Trustees, Insurance
198
149
558
479
Detslls of certaln Items of expendltur•
None of the trustees were pald any remuneratlon or expenses by the charSty durlng the year12023-£NII). Independent
examlnerfs fees for reportlng on the accounts were Incurred durlng the year totalllng £360 {2023-£330).
Tanglble flxed assets
Freehold Land
and bulldln85
New
Flats
Radlo
Cans
TOTAL
Valuatlon
At l July 2023
Addltlons
200,000
1,894
1207
203,101
At 30June 2024
200,OIXI
1,894
1,207
203,101
Depreclatlon
At l July 2023
Charge for the Year
At 30June 2024
1,457
438
1,056
151
2,S13
589
1,894
1,207
3,101
Net Book Value
At 30 June 2024
21)0,000
200,000
At l July 2023
200,000
438
151
200,589

Penarth Operatic and Dramatic Soclety
Notes to the accounts continued
For the year ended 30 June 2024
Debtors
2024
2023
Amounts fallln8 due wlthin one year
Debtors
1,686
30
Pald in respect of fvture shows
3.378
2,597
Prepaid Expenses
888
1.407
5,952
4,033
Credltors: amounts falllng due wlthln one year
2024
2023
Amounts falling due wlthin one year
Deferred Income
3,688
936
Prlze draw subscript￿n5 paid in advance
24
Unclaimed tlcket refund5
Accrued Expenses
360
330
4,072
1,266

Penarth Operatlc and Dramatic Society
Notes to the accounts continued
For the year ended 30 June 2024
Funds
At ljuly
ZOZ3
Galnsl At 30 June
Incomlns Out8oln8 Losses
2024
Unrestrlcted funds
Accumulated fund
67,788
80,641
178,1601 2,481
70,269
Revaluatlon reserve
174,392
174,392
Total Funds
242.180
80.641
(78,1601 2,481
244,661
io
Other Informatlon
At 30 June 2024, the Charlty:
does not have any materfal commltments not provlded for In the accounts:
has not glven any guarantee5 to thlrd partles that could be called upon at the year-end:
has not granted any loans that are outstandlng at the year end and are secured on any assets;
has not granted any loans that are outstsndlng at the year end to any Instltutlon or company connected wlth the
Charlty;
not made any ex-gratla payments durlna the year; and
has no related party transaction In the year to report.
14