2023-12-31-accounts

Trustees’ Annual Report for the period

From January 2023 Period start date To Period end date

December 2023

Charity name: Eastleigh Operatic and Musical Society

Charity registration number: 1095271

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The purposes of the Society are to educate the public in the dramatic, operatic and musical arts, and to further the development of public appreciation and taste in the said arts.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	The main activities are the performance of shows including musicals and operettas. This provides opportunities for people of all ages to participate in live theatre and to see live shows in local theatres
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees are aware of the guidance issued by the Charity Commission

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
Summary of the main 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.	Para 1.20	Since its first show in 1937 EOMS has regularly provided theatrical entertainment in the form of musicals and operetta to the local community in the heart of Eastleigh. Since 2000 EOMS has had a thriving junior section for members aged 7-18. This section is now known as Footlights Youth Theatre and has 40+ members. In total the society usually performs 4 shows a year and attracts audiences of 2500+

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Last year the society just about broke even. There was a small profit. This was a big change from 2022 when there was a loss of over £4000 loss and so this represents a considerable improvement. Both parts of the society had shows that made profits and losses. The seniors’ Yeomen loss was balanced by the profit on Musical Winter Wonderland and the FYT profit on Addams Family and Frozen was offset by a loss on Honk. Some income is generated from fund raising activities, gift aid and costume hire that typically just about exceeds the cost of the non-show expenditure such as NODA, insurance and the costume store. Current assets of £15530 are adequate to allow both sections of the society to operate.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	It is the policy of the society to hold reserves of at least £5000 to cover the maximum losses that any show might be expected to make.
Amount of reserves held	Para 1.22
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	The main financial risk to the society is the inability of the adult part of the society to make a profit on shows particularly in light of the very substantial and rising cost of theatre hire at the Point. Expenditure can be cut and directors can be asked to find innovative solutions that save money, but the fundamental problem is that not enough tickets are sold for shows. The possible reasons remain the same 1. The shows that are chosen are not the right shows to attract sufficient audiences or cast. 2. Promotion by all members is not good enough. 3. The society is not big enough to perform at the Point but not small enough to perform at many cheaper venues. Finding a suitable alternative venue to the Point is

important.

An additional risk of claims being made against the society was mitigated by taking out Management liability insurance in addition to the standard NODA insurance

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47	Tickets sales for the shows performed. Membership subscriptions. Fundraising via social events and stalls at community events.
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46	Both the senior and FYT making losses on both their shows in a year would put the charity’s future at risk.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Unincorporated Association
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Appointments to the executive committee take place at the Annual General Meeting. The executive committee may, in addition, appoint an additional 2 members

Reference and Administrative details

Charity name	Eastleigh Operatic and Musical Society
Other name the charity uses	EOMS
Registered charity number	1095271
Charity’s principal address	12 Tenby Drive Chandlers Ford Eastleigh SO534NL

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Paul Munday	Chairman		AGM
	Karen Newton			AGM
	Rachael Spencer			AGM
	Louise Hodson			AGM
	LyndsaySmith			AGM
	Janet Green	FYT Chairman		AGM
	Carole Lilly			AGM
	Susan Tatnall	Secretary		AGM
	Adrian Tatnall	Treasurer		AGM
	AmyJordan			Executive Committee

Funds held as custodian trustees on behalf of others

Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Names and	addresses of advisers (Optional information)	addresses of advisers (Optional information)
Type of adviser	Name Address
Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

None

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) Adrian Tatnall ~~ee~~ Position (eg Secretary, Treasurer Chair, etc) ~~ee ee~~ Date 13/10/2024 ~~|~~

Income/Profit

Expenditure/Loss

Christmas Social	106.92
Fund-raising	80.36
Wardrobe	696.00
Membership	60.00
Patrons	200.00
Gif Aid	862.85
Pumpkin Festval	51.00
Misc	30.78
FYT Showcase	142.62
Frozen	1376.91
Addams Family	572.38
MWW	1344.58
Total	5524.40

Income -Expenditure

Insurance	414.20
NODA	190.00
Wardrobe	480.00
Honk	1502.21
Websites	148.80
Publicity	298.60
First Aid	85
DBS	86
Rent	180
T-shirts	255.4
Yeomen	1589.77
Total	5229.98
294.42

ASSET S

As of 31/12/22 (in Pounds) As of 31/12/23 (in Pounds) NAT West FYT 6,814.60 NAT West FYT 9,204.52 Nat West Senior 1,412.14 Nat West Senior 5,475.78 Minus LIABILITIES -7008.90 Minus LIABILITIES -849.76

OVERALL TOTAL 15,235.64 OVERALL TOTAL 15,530.06

tic xlld Musicxl rt for the ear etsdiD 31 December 2023 J rcpjrt on th fitWDcial of the C￿lty for the ye4rthJing 31 Ikccth 2023 %vhith are set out in the followADg po8e& Thi5 TeFX)rt is solely to the ChaTity'S Trustees as a ￿￿y, in accordance with sethion 43 of the ChaTities ALt 1993 aThJ regu]ation utxknsedion 44 of that ACL My WOEk h&s Ixen undertaken so that I might slats to the Clwity's Tru5tee5 those tDauer5 which l am required io state ￿ them in an ITr1eE￿￿1eTEt examiner'5 for￿ other purrKpse. To the fulle￿ exlent pennitted by law I do Thm accept or &8SLme reS￿nsibIlItY ID anyone than tbe Charity and its Tr￿ &$ a for my wort or forthe opinio￿5 I have formed. Rap¢¢trve RapoDsibilit*s of TThst¢u and Exxmln¢r The Clwity'5 Trustees are weswible for the preparntion of the finaDcial ststement4 and ttw consider that att a￿il is Mt required for the year Se￿lOn 43(1) of the c￿￿1￿&￿ Acl 1993 {The Act) and that an iTrJe￿denI examiner is ￿eded uThJer section 43{3) of that ACL It is my r￿￿￿s1￿￿tIity to: I. Examine the fitiaTKial Statem￿ utM]er section 43 of the Act. 2. Follow the laFd down in the general diTectioThs given by thE Cknrity Cojnmission under Secti<￿ 43(7) of the Act #tKI 3. To whethu wicular It￿llerS have come to my attentio Bas￿ ofiRdeptndemt EumiDeT5 RetK•rt My examinatton carried out in accordance with the gcDerdl dir¢rtioTrs given by the Charity Cornmi&sioJxT5. An examination i￿]￿leS a review of the accounting records kept by thc Chartty aTHJ a UllU5ual ltell￿ or disc105ures in accoLmt% atuj seeking explanatio￿ from you as TnLStees concerning such maiteE5. The w{￿￿UreS Unde￿eft do not provide all the evidence that would be required in an audi¢ and cOnseq￿Y no opinirn 15 given * to whdherthe financial statements pr&%ent a and faiff" view and the teFQrt 15 limite4J to those matters s¢t out ID tF¢ 5tstement Erlow. IndepeDdeut EwDiDerx Report In conn￿tiOn with my examitlltsc￿ no nknhas come lo my attention: l. Which gives me re&￿)thIe Lzu8e to Eelieve that in any M￿e[la1 res[￿ to the requirements: To keep atrouDting recor(& io ￿corda[￿e with section 41 of the 2(M)3 Ac( and To prepare accounts which accord with the aC￿Unting T￿OrdS and coffjply with the accouttting requirements of the 1993 Act: Have ￿>t iw me¢ or 2. To whidL in Opinio￿ attention sknuld t￿ tha￿ in order to enable a proper understanding of the Lucy Orn