## **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