Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 01 August 2021 To 31 July 2022
Section A Reference and administration details
Charity name Other names charity is known by GLOC Registered charity number (if any) 1065719 Charity's principal address Flat B
Grosvenor Light Opera Company
Flat B 24 Colvestone Crescent London Postcode E8 2LH
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 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) |
|---|---|---|---|---|
| Laura Burgoyne | Chair | |||
| VickySimon | Treasurer | |||
| Jonathan Broad | Secretary | |||
| Ian Hillis | Production | |||
| J Mark Pim | Production | |||
| Jacqueline Cable | Publicity | |||
| Emma Rettie | Social | |||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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| Names and addresses of advisers (Optional information) Type of adviser Name Address |
Names and addresses of advisers (Optional information) Type of adviser Name Address |
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
Constitution
Type of governing document (eg. trust deed, constitution) Non-company charity How the charity is constituted (eg. trust, association, company)
Elected annually by members at the AGM Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
The charity is run by a committee currently consisting of 7 members who are elected annually at the AGM. The committee oversees the running of the charity and shares joint responsibility for decision-making.
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
The principal object of the society is to educate the public in the operatic arts of Gilbert and/or Sullivan to further the development of public appreciation and taste in the said arts to assist and further such Summary of the objects of the charitable institutions and charitable purposes as the Committee shall charity set out in its from time to time determine. governing document
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The Trustees had due regard to the Charity Commission’s public benefit guidance when planning the programme of events for the year.
GLOC had planned to produce The Gondoliers in 2020, but this was postponed by the pandemic. National restrictions prevented GLOC from putting on the production in June 2021, but the Bridewell Theatre was able to accommodate the company in the autumn instead. Principal rehearsals started at the end of June and chorus rehearsals in August, as soon as restrictions on numbers singing inside together were lifted. It was agreed that rehearsing with principals first enabled the rehearsal process to be more efficient and streamlined.
GLOC performed The Gondoliers at the Bridewell Theatre, London on Wednesday 6 to Saturday 9 October 2021 (including a matinee performance on the Saturday). The production was directed by Leon Berger and the musical director was Christopher Jacklin.
The director updated the action to the 1950s with the female chorus in vibrant red, green and white dresses. Northampton Gilbert and Sullivan Society kindly lent some of their set for the production. The production attracted a cast of 31 members. This was a smaller cast size than in previous years, reflecting the disruption caused by the pandemic and the unusual time of year that the show was performed, as the company typically would produce its main show in the early summer rather than autumn.
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)
The audience was also somewhat reduced compared to previous years. This was likely to be due to fewer people commuting into work and therefore being in the centre of London to come to the theatre in the evening. It might also have reflected some reluctance to be in a large gathering indoors after more than a year of pandemic restrictions. The smaller cast also meant that members were able to sell fewer tickets. Nevertheless, the audiences were reasonable and the show was well received.
The cast held a ‘movie night’ on 21 November to view the DVD of the show. On 10[th] December, GLOC were once again able to hold their annual carol singing event in Trafalgar Square, which helped to raise money for the charity.
2022 enabled the company to begin to return to a more normal schedule. Rehearsals for The Sorcerer began at the start of March. The production was performed at the Bridewell Theatre, London on Wednesday 29 June to Saturday 2 July (including a matinee performance on the Saturday). The production was directed by Jenna Augen and the musical director was Christopher Jacklin.
The set was constructed by Christopher Jacklin with the assistance of the company. There were 40 members in the cast. This was more in line with pre-pandemic numbers and there were several new members joining for this production. The action was set in the ‘present day’ with Aline and Alexis as ‘influencers’ trying to make everyone in the village as happy as they are. The company also produced a programme with background notes and context about the opera which helped to inform the audience about the production.
The company was invited back to perform at the International Gilbert and Sullivan Festival in Harrogate. This gave the company the opportunity to perform in front of a keen and knowledgeable audience. GLOC put on a matinee performance of The Sorcerer at the Harrogate International Centre on 13 August 2022. This was a rewarding experience for the cast
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and enabled the company to bring their work to a wider audience. The production was well received with audience members praising its fresh interpretation.
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
GLOC is an organisation run by volunteers. The productions could not take place without the enormous contribution of time and expertise given by so many of the members. During the past year, volunteers designed and built the set for The Sorcerer , created props and sourced costumes for the principals and chorus.
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Volunteers also helped with lighting, carried out publicity and marketing and ensured that the charity was administered effectively. This helped members to learn and apply new skills while supporting the company’s core aims.
Section D Achievements and performance
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Section D Achievements and erformance p The charity had built up a good reserve to provide a cushion against any Summary of the main future fluctuations in income. This meant that fortunately the company achievements of the charity was in a stable financial position to face the disruption caused by the during the year Covid-19 pandemic.
The GLOC Angels and Archangels supported the company loyally throughout the pandemic, which was hugely appreciated and made an important contribution to the company’s financial position.
As most of the company had already paid their initial set of subs in 2020 for a show that was subsequently cancelled and several members had suffered financially during the pandemic, the committee decided to set a fixed rate of £100 subs for The Gondoliers . As both the cast and the audience was smaller than in previous years, this resulted in a reduced income over previous years. Other costs have increased, especially the cost of rehearsal room hire and repetiteur. The company therefore made a loss of around nine thousand pounds from The Gondoliers. It was considered that this was due to the exceptional circumstances following the pandemic and the society had the financial reserves to sustain this.
Ticket prices were marginally increased for The Sorcerer. Audience numbers and income were broadly in line with pre-pandemic productions, indicating a welcome return to normality.
Both productions received positive feedback. One of the GLOC Archangels praised the quality of the programme notes and the level of performance the company achieved:
The programme notes were so interesting the journey home flew! I realised last night that my first Show with GLOC was Princess Ida in 1964 when I met Sam. Says it all! He would have been so proud and delighted that GLOC is still performing to such a high standard. Best wishes for the rest of the week.
Section E Financial review
The Committee’s aspiration for reserves is that the charity will hold Brief statement of the sufficient reserves at the year-end to cover the costs of a show without charity’s policy on reserves receiving ticket sale income or subscription income. The charity typically incurs all show costs before receiving any ticket income, so this policy means that in the event of a show being cancelled after incurring costs, the charity would still be in a position to meet the ordinary cash flow costs involved in putting on the next show. This will also act as a cushion against lower than anticipated receipts or unforeseen circumstances.
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The full cost of putting on the summer production, including rehearsal and production costs, is around £18,000. The Committee therefore aspires to hold between £15,000–£18,000 in reserve, to provide a buffer against any sudden financial shock.
At the start of the financial year, the company had built up a higher reserve than usual of around £29,000. This reflected ongoing income from Angels during the pandemic, a large Gift Aid claim, and the lack of any significant expenditure while the company was unable to perform. The company was therefore in a strong financial position to put on two main shows in one financial year.
GLOC was forced to draw on some of its reserves for The Gondoliers, which suffered a loss of around £9,000. This was principally due to reduced subs, and a smaller cast and audience, which meant that income was down on previous years. Income had largely recovered by the time of the summer show, The Sorcerer, indicating that the shortfall was principally a result of post-pandemic disruption. The company was fortunate to have the reserves to absorb this one-off event.
At the year-end, GLOC had around £21,500 in the bank account. This is in line with the reserves policy and leaves the company in a stable position to support the next year’s activities.
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
The charity’s principal sources of funds are:
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Subscriptions from members
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Ticket sales to performances
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Donations from regular supporters (‘Angels’ and ‘Archangels’)
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• Additional fundraising activities
The main items of expenditure are:
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Rehearsal costs including room hire, MD and pianist
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Theatre hire
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Orchestra
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Production costs such as set, lighting and costumes
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• Additional costs of touring the production to the International Gilbert and Sullivan Festival in Harrogate (every other year)
The expenditure has supported the key objectives of the charity by enabling GLOC to put on successful productions and promote the work of Gilbert and Sullivan to a wider audience.
Section F Other optional information
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Section G Declaration
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 |
Laura Burgoyne | Vicky Simon |
|---|---|---|
| Laura Burgoyne | Vicky Simon | |
Chair |
Treasurer | |
| 29 May 2023 | 29 May 2023 |
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| Grosvenor Light Opera Company | 1065719 | |||
|---|---|---|---|---|
| Receipts andpayments accounts | CC16a | |||
| 01-Aug-21 For the period from |
To | 31-Jul-22 |
| Section A Receipts and payments | Section A Receipts and payments | |||||||
|---|---|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 100 3,120 122 9,625 9,293 7,024 151 29,436 - - - 29,436 12,653 12,835 5,136 5,475 2,949 473 24 50 56 825 40,475 - - - 40,475 - 11,040 - 3,366 29,176 21,502 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 100 3,120 122 9,625 9,293 7,024 151 - 29,436 - - - 29,436 12,653 12,835 5,136 5,475 2,949 473 24 50 56 825 40,475 - - - 40,475 |
Last year to the nearest £ |
|||
| Donations and Gift Aid | 100 | 200 | ||||||
| Angels and Archangels | 3,120 | 3,030 | ||||||
| Fundraising Activities | 122 | |||||||
| MembershipSubscriptions | 9,625 | |||||||
| Summer Show Income | 9,293 | |||||||
| Autumn Show Income | 7,024 | |||||||
| Partysurplus | 151 | |||||||
| - | ||||||||
| Sub total(Gross income for AR) | 29,436 | 3,230 | ||||||
| A2 Asset and investment sales, (see table). |
||||||||
| - | - | |||||||
| - |
- | |||||||
| ~~Sub total~~ | - | - | ||||||
| Total receipts A3 Payments |
||||||||
| 3,230 | ||||||||
| Summer Show Expenses | 12,653 | 500 | ||||||
| Autumn Show Expenses | 12,835 | 9 | ||||||
| Rehearsal Room Hire | 5,136 | 70 | ||||||
| Musical Director | 5,475 | 375 | ||||||
| Repetiteur | 2,949 | 40 | ||||||
| Insurance | 473 | 473 | ||||||
| Website | 24 | 101 | ||||||
| Storage | 50 | 68 | ||||||
| Sum-upfees | 56 | - | ||||||
| Harrogate | 825 | - | ||||||
| **Sub total ** | 40,475 | 1,635 | ||||||
| A4 Asset and investment purchases, (see table) |
||||||||
| - | ||||||||
| - | ||||||||
| **Sub total ** | - | - | ||||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Movement in net liabilities (note (a)) A7 Cash funds last year end Cash funds this year end |
||||||||
| 1,635 | ||||||||
| - 11,040 | - | - | - 11,040 |
1,595 | ||||
| - | - | - | - | - | ||||
| 3,366 | - | - | 3,366 | - 283 | ||||
| 29,176 | - | - | 29,176 | 27,863 | ||||
| 21,502 | - | - | 21,502 | 29,176 |
CCXX R1 accounts (SS)
31/05/2023
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 B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
VickySimon Signature Laura Burgoyne Cash at bank Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 21,502 - - - - - 21,502 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Laura Burgoyne VickySimon |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| Laura Burgoyne | Laura Burgoyne | 30/04/2023 | |
| VickySimon | VickySimon | 29/04/2023 |
CCXX R2 accounts (SS)
31/05/2023
2
Note (a)
| Amount Explanation |
Amount Explanation |
|---|---|
| -750 | Gondoliers subs carried forward frompreviousyear's accounts |
| 720 | Rehearsal room costs carried forward frompreviousyear's accounts |
| 200 | MD costs carried forward frompreviousyear's accounts |
| 113 | Pianist costs carried forward frompreviousyear's accounts |
| 224 | Summer show expensespaid afteryear end |
| 75 | Harrogate music hirepaid afteryear end |
| 400 | Orchestra expensepaid afteryear end |
| 297 | Summer show expensespaid afteryear end |
| 1,000 | Summer show director feepaid afteryear end |
| 631 | MD Harrogate feepaid afteryear end |
| 69 | Pianist Harrogate feepaid afteryear end |
| 112 | Summer showprops expensespaid afteryear end |
| 275 | Summer show set expensespaid afteryear end |
| 3,366 | TOTAL |
CCXX R3 accounts (SS)
31/05/2023
3
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name members of Grosvenor Light Opera Company
On accounts for the year 31 July 2022 Charity no 1065719 ended (if any)
Set out on pages
(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/ 2022 .
- 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 (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
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accounting records were not kept in accordance with section 130 of the Act or
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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.
- Please delete the words in the brackets if they do not apply.
Signed: Date: 30/5/23 Name: Lesley Khatibi-Djalali Relevant professional qualification(s) or body (if any): Address: 94a Kirkdale London SE26 4BG
October 2018
1
IER
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
October 2018
2
IER