Worle 0rat¢ and Dramatic Societs, Ac(oun¢s for the year ended 31 Decem ber 2022 Charit). No: 1138&12
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustses WOR OPE(LAThC AN[> DAAfvrfAfic )OClETY On accounts for the year ended Charity no (if any) 51 0£meR zoii IIs8&31 Set out on pages I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 31 I I 1022. Responslbllltl88 and basis of rèport As the Charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act.). I report in respect of my examination of the Trust's accounts carried out under section 145 ofthe 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{5)(b) of the Act. Independent examiner's statemont appli6. Delete I l ifnot applicable. I have completed my examination. I confimi that no material matters have come to my attention in connection with th& examination (elheTr Sele9 which gives me cause to believe that in. any material respect". the accounling reGords were not kept in accordance with section 130 of the Charities Act., or the accounts did not accord Kith tho aoUnting rerds. or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Chariti8S (Accouiils and R, Poi Is) RugLiiaLions 2008 Olli er Lhan riY r6quirement that the accounts give a 'true and fair, view which is not a matter Gonsidered as part of an independent examination. I have no ¢on¢erns and ha'ie ooriie a."ross riQ Qipjet n1dlie in COTriieciion with the &xamination to which attention should be drawn in this report in order to 8nable a proper understanding of the aGGounts to be reached. lease delete the words in the brackets rf they do not apply. Slgned: Date: II/oq/13 Name: IANNAH PoKrE Rolovant professlonal quallflcatlon(sl or body I NI STifuTE OF CHARfEAED ACCC)yhrrpthiTS I EN&LAN f> ANC> WhL IER Oct 2018
(if any>: Address: 1% FISK CP£SCeNr P)Sli Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts-. directions and guidance for examiners). Give here brlef dètalls of any items that the examiner wlshes to dlsclosa. NIA IER Oct 2018
Trustees’ Annual Report for the period
From 01-01-2022 Period start date To 31-12-2022 Period end date
Charity name: Worle Operatic & Dramatic Society
Charity registration number: 1138832
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The object of the society is to educate the public in the Dramatic & operatic arts & to further the development of the public appreciation and taste in 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 focus of our activities is to educate & to entertain the local residents of North somerset and produce a wide range of events and activities. We welcome a range of people regardless of personal background, faith, gender or personal circumstances & we believe this philosophy of openness to all enriches all those involved with sharing skills & knowledge. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In planning our activities for each year we keep in mind the Charity commission guidance on public benefit at our trustee meetings. |
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 A great contribution continues to be made by our members and volunteers. We are grateful for the Para 1.38 many hours our volunteers put in to develop and Contribution made by ensure the society grows. Without this valuable volunteers contribution of time, energy and expertise, we would not have been able to continue to achieve so much. Other
Achievements and Performance
----- Start of picture text -----
SORP reference
----- End of picture text -----
| Achievements and Performance | Achievements and Performance | 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 | Having come through the global pandemic, we were able to perform our first show since November 2019, performing ‘Rent’ at the Blakehay Theatre in March 2022. We then went on to perform ‘Bad Girls’ also at the Blakehay in November 2022. We ran various fundraising events through the year culminating with our Christmas Fayre in December – this was a big community event with local stall holders and our ‘Grinch Grotto’ proved to be hugely popular with the local children and their families. We also organised several social events to include social members as well as current performing members to promote continuity between our membership. In an effort to protect our financial stability, the decision was made to locate our rehearsals to a more cost effective venue. |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | See attached report |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held in an account with NS&I for safe keeping and to accrue interest for the society |
| Amount of reserves held | Para 1.22 | £14358 |
| Reasons for holding zero reserves |
Para 1.22 | None |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
| Additional information (optional) You may choose to include further statements |
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 | The cost for staging shows in local theatres continues to increase and the society is constantly looking for opportunities to increase their funding through fundraising and grant applications. This would help relieve the pressure on the current funding streams of contributions from members and ticket sales. |
| 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 | |
| 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 | Election at AGM |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 | The society is a member of the somerset Fellowship of Drama and the National Operatic and Dramatic Association. |
| Other | The society is fully insured against material risks and adheres to a strict child protection policy where performances include children. |
Reference and Administrative details
----- Start of picture text -----
Charity name Worle Operatic & Dramatic Society
Other name the charity uses WODS Musical Theatre Company
Registered charity number 1138832
Charity’s principal address 20 Fowey Road
Weston Super Mare
BS22 7ST
----- End of picture text -----
Names of the charity trustees who manage the charity
----- Start of picture text -----
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Anthony Lay President
2 Aaron Pengelly Chairperson
3 Fay Pearce Vice-Chairperson
4 Stephanie Reeves Treasurer Appointed Feb 2022 AGM
5 Tracey Helmore Secretary
6 Carrie Buck Production Liaison
Chloe McCallum Publicity &
7
Fundraising
8 Kirsty Slater Spectrum liaison
9 Abigale Morris Social Secretary Resigned Feb 2022 AGM
Laura Curtis Membership Appointed Feb 2022 AGM
10
Secretary
11 Abigale Morris Marketing Officer Appointed Feb 2022 AGM
12
13
14
15
16
17
18
19
20
----- End of picture text -----
– 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
Declaratlons The trustees declare that they have approved the trustees, report above. Signed on behaff of the charity's trustees Signature(sl Full namglsl Position (eg Secretary, Chair. etc Dat• 05109113
Worle Operatic and Dramatic Society . or the .perio;d I st January 2022 to,3.1 st December 2022 Unrestricted Total 2021 Total A1 Receipts Subscriptions 1,518 1,518 1 ,483 Show Fee 3,600 3,600 135 Social Events 2,090 2,090 Spring Show 11,986 11,986 Shakespeare Show Summer Show Autumn Show 9,220 9,220 1,065 Donations 458 458 52 Fundraising 4,203 4,203 643 Amazon Payments 27 Miscellaneous Equipment & Prop Hire 712 712 240 HMRC 204 204 2,456 Interest 103 Subtotal 33,992 33,992 6,204 A2 Asset and Investment Sales Spectrum 7,621 7,621 1,020 Subtotal 7,621 7,621 1,020 TOTAL RECEIPTS 41,613 41,613 7,224 A3 Payments 8,016 8,016 2,365 Social Events 2,288 2,288 Musicians l Director Fee 5,070 5,070 Advertising & Marketing 1,536 1,536 Rent 2,921 2,921 1 ,690 Affiliation Fees 260 260 97 Royalties 5,381 5,381 500 Costume & Properties 789 789 Technical (Set, Light, Sound & FX) 5,295 5,295 439 Printing & Stationery Costs Programrne Costs Postage 170 170 14 Insurance 539 539 510 Fundraising Costs 127 127 94 Bank Charges Equipment Repairs & Renewals 181 181 Vehicle Hire & Fuel 670 670 Advance Payments Miscellaneous 436 436 112 Donations 1,000 Spectrum Sponsorship Total Payments 33,684 33,684 5,821
Worle Operatic and Dramatic Society or the period 1 st January 2022 to 31st December 2022 ection A Receipts and Payments, . Unrestricted Total 2021 Total A4 Asset and Investment Purchases Spectrum 3,600 3,600 380 Net of Receipts - WODS 308 308 383 Net of Receipts - Spectrum 4,021 4,021 640 A5 Transfer Between Funds A6 Cash Funds Last Year 40,042 40,042 39,019 Cash Funds this year 36,738 36,738 B1 Cash Funds Cash at Bank 11,915 11,915 19,597 NS&I 14,358 14,358 14,356 Cash in Hand 1,029 1,029 293 Cash Funds in Spectrum Bank 8,515 8,515 5,575 Cash in Hand - Spectrum 921 921 221 B2 Other Monetary Assets Trade Debtors 7,744 7,744 B3 Investment Assets B4 Assets retained for the charity's c B5 Liabilities -111 -111