
## **Trustees’ Annual Report for the period** 

**From 1/4/22 Period start date To 31/3/23** 

## **Period end date** 

## **Charity name:St Blazey Amateur Operatic Society** 

## **Charity registration number: 1089885** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|To educate the public in the dramatic and operatic<br>arts, and to further the development of public<br>appreciation and taste in the said arts|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|We undertake to produce an annual pantomime which<br>takes place in January. We complete various<br>fundraising events during the year, these include<br>Bingo evenings, Carnivals, Quiz evening, Karaoke<br>evenings, Santa’s Grotto and Tea parties.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The trustees have not had guidance on public benefit|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other 



## **Achievements and Performance** 

SORP reference We undertake to produce an annual pantomime which takes place in January. We complete various fundraising events during the year, these include Bingo evenings, Carnivals, Quiz evening, Karaoke Summary of the main Para 1.20 evenings, Santa’s Grotto and Tea parties. 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. 

## **Additional information (optional)** You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|Currently comfortable with reserves|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|We have some monies which are kept in a savings<br>account to be used if the income from our<br>performances is not enough to cover all our outgoing<br>expenses.|
|Amount of reserves held|Para 1.22|£32054|
|Reasons for holding zero<br>reserves|Para 1.22|N/A|
|Details of fund materially in<br>deficit|Para 1.24|N/A|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|None|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>Para 1.47|<br>The production<br>Bingo events<br>Grant application|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|none|
|A description of the principal<br>risks facing the charity|Para 1.46|Loss on the production|
|Other||A proportion of our income comes from the<br>paying public who purchase tickets for our<br>show in January.<br>We do as stated above, carry out fundraising<br>activities throughout the year. The monies<br>from these events are used to bolster funds<br>for our production.<br>Our key objectives are to educate the public<br>in the dramatic and operatic arts, and to<br>further the development of public<br>appreciation and taste in the said arts. This<br>is completed during our rehearsals and<br>performances to the public.<br>We have successfully applied to local town<br>and county councillors for grants.|





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Society constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|Society constitution|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Election to post at AGM|



**Additional information (optional)** You may choose to include further statements where relevant about: 

|Policies and procedures<br>adopted for the induction and<br>training of trustees|Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|St BlazeyAmateur Operatic Society|
|---|---|
|Other name the charity uses||
|Registered charity number|1089885|
|Charity’s principal address|Mrs Angela Moon<br>32 Mitchell Road<br>St Austell<br>PL25 3AX|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Office (if any)**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee(if any)**|
|---|---|---|---|---|---|---|---|
||Paul Pearce|Chairperson||||||
||Christine Heaman|Treasurer||||||
||Angela Moon|Secretary||||||
||Geraldine Way||Fund raising<br>secretary|||||
||Jim Chapman|Vice Chair||||||
||Sheila Gill|Minute Secretary<br>Child Protection||||||
||Meg Prater|Committee member||||||
||Anne Griffin|Child Protection<br>Rehearsal secretary||||||
||Tracey Shakespear|Committee member||||||
||Denise Martin|Committee member||||||
||Andy Gill|Publicity officer||||||
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– Corporate trustees names of the directors at the date the report was approved **Director name** 

Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 



## **Funds held as custodian trustees on behalf of others** 

Description of the assets held in this capacity 

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects 

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets 

## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

**Type of Name Address adviser** 

## **Name of chief executive or names of senior staff members (Optional information)** 

## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

## **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)** James Chapman **Position (eg Secretary,** Vice chairman **Chair, etc) Date** 29/1/24 



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