CHARITY COMMISSION FOR ENGLANO AND WALES Trustees, Annual Report for the period From Period start date: 31 May 2022. To: 1 Jun 2023 Period end date. Charity name: Whitehaven and District Amateur Operatlc Society (WADAOS) Charity rogistration number: 1117264 Objectives and Activities SORP r8fertrK8 P*a 1.17 Summary of the purposes of the charity as set out in its goveming document From our Constitulion: The objects of the Society are to promote, improve. develop and malntaln publlc educatlon In. and the appreciation of musical theatre and drama. by the presentation of public performances and con¢erts, as decided by the Committee. 2 perforniances." Musical- "Addams Family" & Play-"Allo Allo" Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities. projects or services identffied in the acmunts. Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para1.17d 1.19 The committee who atF entrusted to run the society. along with specific trustees. are aware of the guidance. Additional infonnation (optional) You ma choose to include further statements where relevant about.. SORP rElerence We do not make grants to others. Policy on grant making Para 1 38 No investrnents. Policy on social investment including program related investment Pwa 1.38 Our society is completely run and perfornied by volunteers, who contribute financially, a lot of their time and skills. Contribution made by volunteers Par¥ 1.38
zl¥- Other Achievements and Performance 2 perfonnances: Musical -"Addams Family" & Play-"Allo Allo" Attendance of 639 (over 5 nights) & 506 (over 4 nights) respectively with complimentary NODA reports (available through NODA) with appreciative audiencès and press. Utilising & supporting local theatre location. Multiple rehearsals. developing local individual & group skills again supporting local community projects and organising - including self bullt scenery & props wherever possible. Director and one member of cast being nominees for the regional NW NODA awards. Ticket pric05 kept as low as possible (£15 with £12 concessions) making it available to as many people in the area as ossible. Summary of the main achievements of the charity, idenb'fying the difference the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Pwa 1.20 Additional inforniation (optional) You ma choose to include further statements where relevant about.. Aim 18 to perforni one musical and one play per year whernver possible Achievements against objectives sel Para 1.41 Fundraising is made to offset the costs of the productions but aiming to koep ticket prices as low as possible to encourage maximum attendance but al same time keep costs low as possible for perforniers to make the stage available to anyonè who would want to rtici teinan manner. perfOman of fundraising activities against objectives set Para 141 Inveslment perfomiance against objectives P*a 1.41 NIA Other NIA
Financial Review Review of the charity's financial position at the end ofthe eriod Statement explaining the policy for holding reserves stating why they are held Paa 1.21 Thanks to excellent attendances. both Musical and Play made profits. Pwa 1.22 Need to maintain a aSonable bank balance as shows can cosl up to £15k to perfonn, many expenses having to be paid prior to perfom)ances on stage and ticket income comin in. Bank balance £14,196.68 at the end of this financial ear. No other reserves. Amount of resepies held Para 1.22 Reasons for holding zero reserves Details of fund materially in deficrt Explanation of any uncertainties atM)Ut the charity continuing as a going concern Para 1.22 Para 1.24 NIA Para 123 Well balanced production team. all members of the committee directly involved in the society as wo11 as most of the named trustes. Additional infonnation loptional} You ma choose to include further statements where relevant about: ricket sales. Grants. . Sponsors. Donations. Advertising through show brochure. Nightly & weekly raffles. Perfornier3 & friends membership & roduction fees.. The charity's principal sources of funds (including any fundraising) Pwa147 Investment policy and objectives including any social investment policy adopted Para 1.46 NIA Pandemic had a big effect on us, with cancellation 5 days before start of show {timing couldn't have been worse) with slow payment of insurance. Saved by keeping a reasonable bank balanco, which we have now been able to re- establish. A description of the principal risks facing the charity P¥a 1.46 Other Unpredictablelunavoidable cancellation would affect society badly. hence level of bank balance.
Structure, Governance and Management Description of charitS trusts.. Type of governing document P¥d 1.25 Constitution. How is the charity constituted? Pwa 1.25 Unincorporated. 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 Named trustees agreed by the ommittee. Holding a committee Position, aware to maintain the needs of the society uppermost. Additional infomiation (optional) You ma choose to include further ststements where relevant about". Named trustees, some of whom are committee membors, given 'Welcome you're a charity trustee"_ committee membors also aware of d¢xument. Policies and procedures adopted for the induction and training of trustees P• 1.51 Constitution, detailing chalr, 2 x vice chairs. secretary, treasurer plus up to 10 members. Overseen by named trustees who are prepared to fill those positions voluntarily. The ¢harity's organisatnal structure and any wider netsvork wrth which the charity works Para 1.51 Paying members of NODA (Nation Operatic and Dramatic Association) Relationship with any related parties P• 1.51 NIA Other Reference and Administrative details Charity name Whrtehaven and District Amateur Operatic Society ADAOS (has been known as Copeland Amateur Theatrical Society CATS 1117264 3 Hilton Terrace, Whrtehaven CA28 THN Other name the charity uses Re istered cha number Charity's principal adcjress
Names of the charity trustees who manage the Charity Trustee name Office Ilf any) Dates a¢ted if not for whole (Ex Chairlcommittee member) Presidenvsecretary Committee member (Ex commFttee member) Chair Name of person lor body) entitled loa int trustee ifan WADAOS Committee Ann SIMPSON Ripley STEELE Elizabeth DODD Christopher SIMPSON Lynn MCTIFFIN Alistair JONES ContacVTreasurer 10 12 13 14 15 16 17 18 19 20 Cor rate trustees- names of the directors at the date the re Director name ortvRsa roved NIA Name of trustees holding title to propety bebnging to the charty Trustee name Dates a¢ted il not fof TAI)ol• ear
Funds held as custodian trustees on behalf of others Description of the assets NIA held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodkgn charity's objects NIA Detsils of arrangements for safe custody and segregation of such assets from the charty's own assets NIA Additional infomiation {optional) Names and addresses of advisers (Optional inforniation) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional inforniation) Exemptions from disclosure Reason for non-disclosure of k ersonnel details Other o tional inforniation
Declarations F17- The trustees declare that they havo approved the trustees, report above. Signed on behalf of the charity's trust Signaturels) Full name(s) Position (eg Secretary, Chair, etc) Ripley Secretary teel Date 618124
WHITEHAVEN & DISTRICT AMATEUR OPERATIC SOCIETY ADA.O.S. Incoma and Exponditur• acCnt for yoar andlng 31 May 2023 INCOME Natwest Bank PLC Balance As at S 22 Cumb?rfand Bulldlng So¢i•ty BalanL at 30 May 2021 (CkJ8ed) Interesl Loss of intsrest Produ NDITURE 860.QO £0.00 Annlo AGEAS In$mi(x claim Ann £0.00 Addam• Grant spon[8 Adverts Ticket sales Costume Spon80r6 Night Raffle Weekty Raffle ProgrAmm Donations Sponsor Run MemblProd Fe• £1.489.80 £2.550.00 £120.IXI £7,541.40 £550.(N) £308.IXI £w.00 £409.C £50.00 £90.00 £919.CM) Rosehill venue hlte £2,547.29 £1,456.50 £486.87 £448.50 £560.00 £1,635.95 £1,357.45 £800.00 £840.00 £39.00 PUWAY Brocu Honorariwns 14 Allo Allo Spgnvorn Ticket Sal88 Co8iume Spon80rn Raffle8 Nighty & paintiTVJ Brochure Sumup takir#J8 MembiProJ Fe• Allo Allo £2,191.05 £825.00 £158.00 £115.27 £517.87 £336.50 £733.83 £500.00 £22.50 £5.780.70 £270.50 £310.76 £106.82 Publrity Brothwe £373.27 Royatti88 & Into Tho Wood• MemblPrcMJ Feè £500.00 G•n•ral Purpow Fund Haven charity box Easy FundraisirwJ Just Giving G•n•ral Pwpo•• Fund £18.37 £27.40 É118.47 £105.LKI £135.00 £314.96 £481.99 £147 78 NODA insurance Medals W5X & wb sit• Sumup rd roader Per80nal Donation Il•lw•t 8•nk PLC Balan(x 85 at 31 May 23 Cuml)vrl•nd Buldllng 8oGl•ty Balanr at 22 Apr 22 {Ck1) £QQQ £I£J2LII A Closing Balanc• . £14,196.68 0.00 arnl found corrn( from record5 and &gned Alistair Jones Trea8urer R G Erfst(
arendlr% 31 W 2023 hm been eAaTh tythe urMknW aNI In nry Eryrf CA13 OXW