2024-12-31-accounts

Trustees’ Annual Report for the period

From January 2024 Period start date To Period end date

December 2024

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+

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Review of the charity’s financial position at the end of the period	Para 1.21	Last year the society made a reasonable proft overall. This was possible because there were useful sources of income outside the main shows; FYT make profts on both their shows and the senior losses were somewhat less that recent years. This does therefore represent a contnuaton of the improvement in fnances over the last 3 years. In additon this year has started well with profts on 3 out of the 4 shows. The aim of the society is not to make a proft but it is to be sustainable and so making a proft occasionally is necessary to secure our future when tmes are more difcult. There are challenges ahead. The main one is the fact that the increase in the hire charge of over £4800 for a weeks hire has priced us out of the Point and as a result in the next twelve months we are due to perform 3 shows at the Berry. Whether our audience numbers are maintained at the Berry is a key queston. The use of the Berry from 2026 presents signifcant challenges and choosing the right show is more important than ever. We are, however, in a beter fnancial positon than we have been for some years. As usual I would like to thank Pat for handling much of the Footlights fnances and Lucy Orme for auditng the books.
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 uncertainty associated with the use of Berry Theatre. We have been excluded from our traditional venue, the Point, by a price increase of 80%. At this stage it is not clear whether the use of the Berry is financially sustainable as we have no idea whether we will be able to attract audiences to this more remote venue.

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

	The charity’s principal	Para 1.47	Tickets sales for the shows performed. Membership subscriptions. Fundraising via social events and stalls at

sources of funds (including any fundraising)		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

Additional information (optional)

You may choose to include further statements where relevant about:

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

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	Trustee name	Office (if any)	Office (if any)	Dates acted if not for whole year	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Paul Munday	Chairman				AGM
	LyndsaySmith					AGM
	Janet Green	FYT Chairman				AGM
	Carole Lilly					AGM
	Susan Tatnall	Secretary				AGM
	Adrian Tatnall	Treasurer				AGM
	AmyJordan					AGM
	Gennie
	Corporate trustees–names of the directors at the date the report was approved Director name
	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 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)

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

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~~ Date 10/10/2025 ~~PF~~

Income and Expenditure 2024

	Income	Show Proft			Expenditure
Grants	755.00			Insurance	702.85
Fund-raising	311.23			NODA	230.00
Costume Hire	790.00			Wardrobe	659.00
Quiz	84.08			Chaperones	150.00
Gif Aid	1361.05			Websites	283.20
BBQ	116.20			Publicity	25.98
Xmas Carol	12519.06	-1442.16		Xmas Carol	13961.22
Sound of Music	14656.02	-562.77		Sound of Music	15218.79
Dr Dolitle	4144.13	1932.90		Dr Dolitle	2211.23
Grease	16970.67	610.94		Grease	16359.73
Xmas Party	49.49
Bank interest	175.34
T-shirts	41.51
Patrons	200.00
Total	52173.78			Total	49802
	Income -Expenditure		2371.78

Assets Change 2024

As of 31/12/23 (in Pounds) As of 31/12/24 (in Pounds) Balance Balance ASSETS ASSETS Cash and Bank Cash and Bank Accounts Accounts NAT West FYT 9,204.52 NAT West FYT 7,192.37 Nat West Senior 5,475.78 Nat West Senior 2,943.98 Savings 10,175.34 TOTAL Cash and Bank TOTAL Cash and Bank Accounts 14,680.30 Accounts 20,311.69 TOTAL LIABILITIES -849.76 TOTAL LIABILITIES 2409.85 OVERALL TOTAL 15,530.06 OVERALL TOTAL 17,901.84

Eastleigh Operatic and Musical Society Independent Examiner’s Report for the year ending 31 December 2024

I report on the financial statements of the Charity for the year ending 31 December 2024 which are set out in the following pages.

This report is made solely to the Charity’s Trustees as a body, in accordance with section 43 of the Charities Act 1993 and regulation made under section 44 of that Act. My work has been undertaken so that I might state to the Charity’s Trustees those matters which I am required to state to them in an independent examiner’s report and for no other purpose. To the fullest extent permitted by law I do not accept or assume responsibility to anyone other than the Charity and its Trustees as a body for my work, or for the opinions I have formed.

Respective Responsibilities of Trustees and Examiner

The Charity’s Trustees are responsible for the preparation of the financial statements, and they consider that an audit is not required for the year under section 43(1) of the Charities Act 1993 (The Act) and that an independent examiner is needed under section 43(3) of that Act.

It is my responsibility to:

1. Examine the financial statements under section 43 of the Act.

2. Follow the procedures laid down in the general directions given by the Charity Commission under section 43(7) of the Act; and

3. To state whether particular matters have come to my attention.

Basis of Independent Examiners Report

My examination was carried out in accordance with the general directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the Charity and a comparison of the financial statements presented with those records. It also includes a consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as Trustees concerning such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the financial statements present a “true and fair” view and the report is limited to those matters set out in the statement below.

Independent Examiners Report

In connection with my examination, no matter has come to my attention:

1. Which gives me reasonable cause to believe that in any material respect to the requirements: a To keep accounting records in accordance with section 41 of the 2003 Act, and b To prepare accounts which accord with the accounting records and comply with the accounting requirements of the 1993 Act:

Have not been met; or

1. To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed Date

Lucy Orme