Worle 0ratiC and Dramatic Societv Accounts for the Trear ended 31 Decem ber 2023 Charity f+lo." I132
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Sectlon A Independent Examiner's Report Report to the trustees VJOIILE oPeAAThC AFif) Q&AMAtTE SCEIEp/ On accounts for the year ended Charity no (if any) 3 I DEceM B£A IC)13 l(33&31 Set out on pages rtill ]p)Iiil)p[ o ii'i(".ILI(Ig 11-IfJ i) Iiil.)ei's ()f cl(Idilioi I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended b I I:1, L 2023. 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"). Responsibilities and basis of report I report in respect of my examination of the Trust's accounts carried out under section 145 of the 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 statement an am Delete [ ] if not applicable. I have completed my examination, I confirm that no material matters have come to my attention in connection with the examination (8theF* tSd) which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act; or the accounts did not accord with the accounting records. or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn In this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. 30/09 /1014 Signed: Date: Name: HANN4H OIFEY Relevant professional qualification(s) or body i NsrirvTE of QH4AT£RE D OECCOU NJ i AfKJT6 L EfvJWIN D ANE) wAu£s IER Oct 2018
(If any): Address: IÈ FISK CAescEtKJT @Aisro gli OF¥ Sectlon B 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 brief details of any items that the examiner wishes to disclose. J/4 IER Oct 2018
CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 01 January 2023 To 31 December 2023 Charity name: Worle Operatic & Dramatic Society Charity registration number: 1138832 Objectives and Activities SORP reference Para 1.17 Summary of the purposes of the charity as set out in its governing document Summary of the main activities in relation to those purposes for the public benef it, in particular, the activities, projects or services identif led in the accounts. Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benef it The object of the society is to educate the public in the Dramatic & operatic arts & to f urther the development of the public reciation and taste in said arts. 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 regard less of personal background, faith, gender or personal circumstances & we believe this philosophy of openness to all enriches all those involved with sharing skills & knowledge. In planning our activities for each year we keep in mind the Charity commission guidance on public benef it at our trustee meetings. Para 1.17 and 1.19 Para 1.18 Additional information (optional) You ma choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making Policy on social investment including program related investment Para 1.38 A great contribution continues to be made by our members and volunteers. We are gratef ul for the many hours our volunteers put in to develop and ensure the society grows. Without this valuable contribution of time, energy and expertise, we would not have been able to continue to achieve so much Para 1.38 Contribution made by volunteers Other
Achievements and Performance SORP reference Despite the pandemic restrictions coming to an end in 2022, we were still feeling the repurcussions of this and the cost of living crisis in the early part of 2023. Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumstances of its benef iciaries and any wider benef its to society as a whole. Para 1.20 Our Spring show, The Wind in the Willows, was performed at The Playhouse and was our first f ully collaborative show with our junior section, Spectrum. Both adults and juniors really enjoyed performing together. Unfortunately with the high costs to perform the show and the fall out of the cost of living crisis, the show made a signif icant loss. After much debate over whether to proceed with the Autumn show, we performed Sister Act at a new venue - The Princess Theatre & Arts Centre in Burnham-on-sea. The change of venue was largely due to the increased costs to perform in Weston-super- Mare but also the society was excited to bring the arts to the residents of Burnham. As promotion for the show, we got out into the Bumham and Weston communities dressed as nuns and had some great engagement. The show was a complete sell out success and half of the losses made from the Spring show were recouped. We also 'kicked off, the year with our fundraising Musicals Bingo which was a huge success and will now be an annual f undraising event. A summer fayre f undraiser was also held during the Summer holidays. We also organised several social events to include social members as well as current performing members to promote continuity between our membership. Everyone enjoyed the f ortnightly walking events organised as part of this during the Spring/Summer. Additional information (optional) You ma 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 eriod Statement explaining the policy for holding reserves statin are held Amount of reserves held Reasons for holding zero reserves Details of f und materially in def icit Explanation of any uncertainties about the charity continuing as a going concern Para 1.21 See attached report Para 1,22 Reserves are held in a savings account for saf e keeping and to accrue interest for the society Para 1.22 Para 1.22 £14,371 NIA Para 1.24 N/A Para 1.23 There were uncertainties after The Wind in the Willows but funds have now been restored so there is no further concern. Additional information (optional) You ma choose to include further statements where relevant about: The cost f or staging shows in local theatres continues to increase and the society is constantly looking for opportunities to increase their f unding through f undraising and grant applications. This would help relieve the pressure on the current f unding streams of contributions f rom members and ticket sales. The charity's principal sources of f unds (including any f undraising) Para 1.47 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 tl-lJ,)I dp,e,cJ, rc)Vcil i-'l-Idl tpr How is the charity constituted? (e.g iJiiiriL(_)I'pnfdlfr..Ll as*J()Glcl iiolI, L. II, ) 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 Constitution Para 1.25 Unincorporated Association Para 1.25 Election at AGM Additional information (optional) You ma 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 The society is a member of the Somerset Fellowship of Drama and the National Operatic and Dramatic Association. Relationship with any related parties Para 1,51 The society is f ully insured against material risks and adheres to a strict child protection policy where performances include children. Other Reference and Administrative details Charit name Other name the charit uses istered charit number Charity's principal address Worle O eratic & Dramatic Societ WODS Musical Theatre Com an 1138832 42 Addicott Road Weston-super-mare Somerset BS23 3PX
Names of the charity trustees who manage the charity Dates acted if not for whole year Trustee name Office (if any) Name of person (or body) entitled to appoint trustee if any) Anthony Lay Aaron Pengelly Fay Pearce Stephanie Reeves Tracey Helmore Carrie Curtis Chloe Mccallum President Chairperson Vice-chairperson Treasurer Resigned 21.02.2024 Resigned 21.02.2024 Resigned 22.02.2023 Secretary Production Liaison Publicity & Fundraising Spectrum Liaison Marketing Officer Social Secretary Membership Secretary Chairperson Vice-chairperson Treasurer Kirsty Slater Abigale Morris Neil Stephenson Laura Curtis Resigned 21.02.2024 Resigned 21.02.2024 Resigned 21.02.2024 Resigned 21.02.2024 10 11 12 Laura Curtis Louise Statter Cassie Riney Anthony Curtis Harry Upton-Hurst Appointed 21.02.2024 Appointed 21.02.2024 Appointed 21.02.2024 Appointed 21.02.2024 Appointed 21.02.2024 13 14 15 Marketing Off icer Membership Secretary 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re Director name ort was a roved 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 ke ersonnel details Other o tional 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) Position (eg Secretary, Chair, etc) Cu OFJ Date 0 51081 kn2-Lk
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