Barefoot Opera Raglstered Charity No. 1167730 Annual Accounts for the perlod 1 April 2023 31 March 2024 Contents: Organlsational information Recelpts & Payments account statement of Assets & Liabilitles Notes Independent Examlnerfs report Hastings Voluntary Action Jackson Hall Portland Place Hastings East Suss8X TN34 1QN
Organisational Informatlon for Barefoot Opera for the year ended 31 March 2024 Name of charlty: Barefoot Opera Charity No: 1187730 Legal forni: Charitable Incorporated Organi8ation (CIO) Governlng document: Constitution dated 15th June 2015. amended 10 June 2022 Addrn88: 6 The Uplands St. Leonards-on-sea East Su88ex TN38 OHL Tru$t•O8: Ollvia Shaw (Chalr) David Rogers (Treasurer - Appolnted 10.05.24) Vlrglnia Gilbert (Treasurer- Resigned May 24) Elizabeth Allen Joao Figueiredo Laurelle Hughes Laura Mucho (Appointed 23.02,24) Charles Neal {Re81gned 31.12.23) Mary Long (Appointed 10.11.23) Susan Cowell ( Appointed 23.02.24) Dlrector: Jenny Mlller CAF Bank (online), 25 Klngs Hlll Ave, We8t Malling, ME19 4JQ Laura D8v4son, Independent Examiner HVA, JaGk8on Hall, Portland Place, Hastings, TN34 1 QN To 8dvance educatlon about, promote public appreclation of, and encourage particSpation in, tha art of opera and singlng for tho public benefit by: a) Developing singing at all levels from amateur to piofession81 standard., b) Encouraglng emerging professional singers to find new approach8S to the rehearsal and performance of opera. and c) Developing new audiences for opera, music recltals and concerts with innovative, inclusive and accessible performances. d) Promote singing for mental and physical health for all. Banker•: Independ•nt Examlner: ObJoct8:
Barefoot Opera Recelpts & Payments accounts for the period 1 April 2023 31 March 2024 to PreMou8 Year Current Year Restricted funds ecel Grants SponsorshiplFund ralslng Ticket sales Student fees Programme sale8 BarlRaffle Donations Festival Fees Mlscellaneou8 Income Fr19nds Membership Gift Ald Reclaimed Less Stripe Comml88ion Unre8lricled fuThJ8 24,243 6,462 14,101 1,888 Total funds Note8 31,644 31,844 750 16,490 2,450 750 16,490 2,450 85 1,989 5,250 1.783 3.160 690 6,511 9,247 145 2,910 690 6,511 9,247 145 2,910 435 58,525 612 38,581 31,644 612 70,225 en Directionlmanagement Coachlng Musicians Travel expen8es Venue hlre Costume & set Technlcal expense8 Transport costs Food costs and preparation Publicity Website Strip8 commission Admlnlofflce expenses Fundraising cost8 OtherlMi8¢ 11,920 150 16.367 55 4,472 1,884 3,273 1,095 1,296 1,783 545 10,955 200 20,770 481 4,033 1,700 3,745 1,248 19 5,896 158 480 1,450 2,233 11,435 1,650 23,003 481 4,033 1,700 3,745 1,768 502 5,896 158 520 484 8,905 3,963 508 56,215 5,321 220 7,809 5,090 1,409 19,474 13,130 5.310 1,409 74,219 54,745 2,310 Net surplus (deficlt) (23,101) 19,107 {3,994) Movement between Fund8 21,759 (21,759) 17,105 Fund balances blf 114123 1,536 19,415 Fund balances clf 3113124 194 15,228 15,421
Barefoot Opera statement of Assets & Llabilitles asat 31 March 2024 Previous year Restrlcted Income Unrestricted In¢oma Total Totsl Current a889ts Current Account Cash In hand Receipts awaiting banking 31103124 31103124 194 15,181 47 15,374 47 19,368 47 194 15,228 15,421 19,415 Current Ilabllltlol Uncashed chequ88 194 15,228 15,421 19,415 Charlty Law roqulres the Trustees to prepare financial statements for each financial year whlch comply wlth Ihe regulations set out In the Charlties Act 1993. The truste88 have elected to take advantage of the provislons that apply to small charltles and have prepared a Receipts and Payments account and Stst8ment of As88ts and Llabilltle8. Approved by the Trustees on ned on their behalf by Coiivia Shaw (Chair) DavSd Roger8 (Trea8urerl
Barefoot Opera Notes to the Accounts for the period 01 Aprll 2023 to 31 March 2024 Restrlcted Funds Income Spent Left CEN- Grants received Arts Council England Contribution from ACE Cont. from Resenies/unrestrltted b/fwd (11,697.52) 31,644.00 12,390.01 21,758.62 Expenses 54,095.11 Amount carrled forward b/fwd 843.35 Grants recelved MSL Dlscover Expenses 650.00 Contrlbutlon to reserves Amount carried forward 193.35 ACE Contlnult O Grants recelved Arts Council England Expenses moved to CEN Amount carrled forward her - CONT b/fwd 12390.01 12,390.01 Totsl Restrlcted Fund b/fwd Total Income Total Spent Total Restrlcted Funds Held 1,535.84 65,792.63 67,135.12 193.35
Independent Examinerf8 Report to the Committee of Barefoot Opera I report on the accounts of Barefoot Opera for the twelve month period ended 31 March 2024 which are set out on the previous pages. RespeGtlve rn8ponslbllitles of commlttee & examln•r The charlty's trustses are responsible for the preparatlon of the accounts. The charity's trustees consider that an audit is not required for this year under section 144 of tho Charities Act 2011 (the Charities Act), and that an independent examination is needed. It is my responsibility.. to examine the accounts under section 145 of the Charities Act to follow the procedures laid down in the General Dlrections given by the Charity Commission lunder section 145(5)(b) of the Charlties Act), and to state whether particular matters have come to my attention Ba818 of Indop•ndont oxamlnol• report My examlnatlon wa8 carrled out in accordanc8 with th• General Direction8 given by the Charity Commission. An examinatlon Includes a review of the accountlng records kept by the charity and a compari80n of the supporting documentation presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustee8 concerning any 8uch matters. The procedures undertaken do not provide all the evldence that would be required in an audlt, and consequently no opinion 18 given as to whether tha ac¢ount8 present a 'Yrue and falV' view and the report is1Smited to those matter8 set out in the statement below. Indopondent •xamlnerfs 8tatemont In connection with my examlnation, no matter has come to my attentlon.. 1) which gives me reasonable cau88 to believe that in any material rospecl the requlr•ments; to keep accounting records in accordance with sectlon130 of the Charities Act to prepare accounts which accord with the accounting r8¢ord8 and to comply with th• accounting requirements of the Act have not been met., or 2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Dawson Finance Manager Hasting8 Voluntary Action Jackson Hall, Portland Place, Hastings. TN34 1QN Dated..
CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period Period start date 01414-23 to To 31.03-24 From Perlod end date Charity name: Barefoot Opera Charlty r8gistration number: 1167730 Objectlves and Activities SORP rsfer8n¢e Para 1.17 Summary of the purposes of the charity as set out in its governing document To advance educgllon about, promola publlc 8pprooiatlon ol, and en¢oura9e partlclpation In the art of opera and slnglng for thg public benefit by: aldeveloplng singing 8t all leve18 from amateur to professional glandards bkncouraging young PTofe$slonal 85ngers lo ffind naw approaches to th8 rehearsal and performance of opera cl developlng new audlences for opgro. rnuslc r8cllals and concert8 Wlth Innov8Uv&, Inoluslnve and acc8S8lble performances dlpromollng singlng for Mental and phy8lcal health. Summary ofthe main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Para 1.17and 1.19 We succèssfully applled for Arts Councll lundlng to support our 8aref¢ol Opera Young Artists Tour, d revlval of Our previous yèar'g producllon Cen8rentola by Ros8lnl, which reached new venu6s, and èngaged wlth new community group8 in our lour vonues, finding new particlpan18 from th08e communllles and n8w audlencos. Typlcal audlence feedback. Ma8lcal performancel Fant8Stlc, funnyl Superb sln8ln8 and hl8hly Creatlve staglng. The accordlon was astoundlng. Our communlty groups Included Hackney Volco6, {p¢rformlng with Barefoot Young Arlisl$ 91 tho Arcola Theatre D8lslonl,Ihe E8sI Grlnstead Choral SoGlaly, Iperforming at thè Big Woods E8tale ngar East Grinslead), Waterslde Academy, the Se8vSew Centre and Bexhlll 6 Fomi College (performing In St Leonards on Sea and Rye Crèative Arts C&nlrel. TypSc81 feedback from communlty P8rticipants:"To bg offer6d the opportunity to take part In such a pollshed, expertly crafted and creallve produclS0n, was suth a privil$ge and a loy, We supported th8 Seavlew Centre Choir In their annual Chrfslmas fundr8isSng concert. We held hyo muslc b¥sed fundraising concerts al our company home address of 6 The Uplands, fe81urin9 young sing8r8. W8 continued lo provide monthly workshops for young aspiring professlon81 Singers at the London studio available for our u59. We developed our plans for touring our childrgns opera 'Rgd' whlch we Gommissioned from Barefoot Opgra doublg bassist and composer Lucy Mulgan, Statement Gonfirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.18 Thg Irusleg5 have read and considgred the guidance by the Charity Comrnission on publlc benefit.
Addltional informatlon (optional) You ma choose to include further statements where relevant about.. SORP pference The charity provides small grants to perfomiers who requlre financial assistance with accommodation, travel expenses or other costs associated with participation in our productions. Students submit their applications for grant funding in the form of short essays to the Trustees which are evaluated with input from the Director. Decisions ar8 recorded at Trustee meetings. Para 1.38 Policy on grant making The Charity relies on grants from Trusts to support our work. We have been supported by Sussex Community Giving, Garfield Weston Trust, the Arts Council, Magdalen and Lasher, the Foyle Foundation and Hastings Council. We also call on crowdfundlng vla the JustGiving platform on- line. Volunteers provide invaluable help as front of house staff at events, serving at receptions, providing accommodation for singers on intensive courses and distributing flyers and other publicity. Policy on social investment includlng program related Investment Pala 1.38 Par8 1.38 Contribution made by volunteers Other Achievements and Performance SORP Teferenoe Pl•ase refer to our 8ummary of our MaSn 8cllvlli•$, whlch Were Integral lo these achievernents.. Aided significantly by an Art$ Council grant. we hove greatly our partnership wlth all our touring venues successfullv developed our outreach Into Communltles In the South East, and we wlll bulld on these relatlonshlps. We sold very well throughout, 70% of the Arcola audiences were new to our company's work, and every show recelved long applau5e/standlng ovatlon5.ovr new venue Crowhurst Place Is entlrely new for the management as well a5 Us, and yet we had an audlence of 350 all new to our organlsatlon and very enthu51aStic,' "We thought it was excellent. The performance was Imaglnative and vocal quality was superb."Rye Creatlve Centre has had a couple of vislting operas. but Is prlmarlly a visual artsvenue. so again they and we were very pleased with our audience outcome of a full house. Desplte being near to Hastlngs, we had not previously persuaded Rye cultural actlvlsts to come to our perfom)ances, and we now have a stronger link to the Rye community, "I 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 SOGiety as a whole. P8r8 1.20
never liked opera until I came acr055 Barefoot. There is somethlng about seelng it live and the raw. vital energy they create that has captivated me" In Hastings: we received a standlng ovation, and this from Hastings Independent.. 'Wlthout a doubt, I have never enloyed an opera more. Seelng it in the round.lent it an Irnmediacy that no proscenium could ever projerf. The crltic from 'L'Art de vlvre, wrote. A forward-thlnking company: Bafoot Opera certainlymet its mandate of creating an ensemble of body, breath, movement,,,belngcllmate- consCiOU5, the costume deslgn cleverly incorporatsd recycled plastlC5 and materials...taking this re-envlsloned approach to opera across the UK wlll surely give many an encounter wlth the art form they may not otherwlse experlence". Addltlonal Infomiatlon (optlonal) You ma choose to include further statements where relevant about: Achievements against objectives set Para 1.41 Performance of fundraising activities against objectives set Pora 1.41 Investment perforrnance against objectives Para 1.41 Other
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 Para 1.21 The charity's financial position at the end of the year is stable after a busy and successful ear The charity's trustees adopted a resenies policy during the 2017-18 financial year. The target level for the reser¢e was set at £5,000, to be built up from any profits generated from events. Para 1.22 Amount of reserves held Para 1,22 The reserves for the previous year were used to help cover two late payments of significant funding from the Art5 Councll, a state which was rectified In August 2024. Our current accounts are now healthy, holding in excess of £30,000. NA Reasons for holding zero reserrfes Details of fund materially in deficit Pera 1.22 Pafa 1.24 As a malor portion of Arts Councll funding was spent in advance of receipt (the monies were recelved in August 2024) our accounts at the end of March 23 showed a deflcit of £4000. As this was rectified w811 after the new tax year, the Trustees have decided to ch8nge our tax year tin future from January to January, to reflect better the flow of our fundin Explanation of any uncertainties about the charity continuing as a going concern Para 1.23 Addltlonal Informatlon (optlonal) You ma choose to include further statements where relevant about: The charity's prlncipal sources of funds (including any fundraising) Th8 charlty's prlncipal sources of funds are ticket sales, student fees, grants, and fundraising. Expenditure supports the charity's objectlves by fundlng performances and outreach workshops and by offering financial assistance to students. Para 1.47 The charity doe5 not have an investment policy as it5 funds are entirely devoted to the support of young artists, students, performances, and outreach events. Investment policy and objectives including any social investment policy adopted Para 1.46 The founder and CEO of the company 18 planning to retire from actively running the company and is seeklng a replacement for her role. The prinicipal risk for th6 charity is that she will not find a sultable rAndidale. The Twslegs are ¢losely Involved with the organisotion and finanoing of this potgnlial hand.over, and candidates are being Iria119d in production runs. A description of the principal risks facing the charity Para 1.46
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Structure, Governance and Management Description of charity's trusts: Type of goveming document Para 1.26 Constitution dated 15 June 2015 How is the charity constituted? Para 1.25 Charitable Incorporated Organisation (cio) -LJ Ui iii IlJuI kjurated ' ).£tJr',Irltinn ('. IPII 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 Appointed by existing trustees Additlonal Informatlon (optlonal) You m8 choose to include further statements where relevant about: The trustees have agreed a process of induction and training of trustees led by the Chair. Policies and procedures adopted for the inductlon and training of trustees Para 1.51 The twstees meet every two months or more if more urgent business requires it. The organisational structure is agreed in our constltution. We are not currenlly working with a wlder organisational nefvlork. However discusslons continue with other arts organi5atlons in our area, explorlng opportunities for collaboration. The charity's organisational structure and any wider neOrk with which the charity works Para 1.51 The trustees have embedded in our constitution how to manage any conflicts of interest. This is part of a wider risk register we have put into place, alongside an updating of our other policies: Safeguarding both for vulnerable adults and children,governance of volunteers, data protection and environment. Relationship with any related partles Para 1.51 Other Reference and Administrative details Chari name Other name the charit uses Re istered chari number Barefoot O none 1167730 era
Charity's principal address 6 The Uplands Maze Hill St Leonards East Sussex TN380HL
Names of the charity trustees who manage the charlty Trustae name Office (if any) Dates actsd if not for whole year Name of person {or body) entltled to appolnt trustee (if any) Trustees of the charity Trustees of the charity Olivia Shaw David Rogers Chairperson Treasurer Appointed March 30 th 2024 Elisabeth Allen Joao Figuero Laurelle Hughes Laura Mucha Trustees of the charity Trustees of the charity Trustees of the charity Trustees of the charity Appointed September 30 2023 Appointed September 30 2023 Appointed March 30 2024 Mary Long Trustees of the charity Sue Cowell th Trustees of the charity 10 11 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re Dlrector name ortwasa roved Name of trustees holding title to property belonging to the charity Trustee name Dates acted If not for whole ear
Funds held as custodlan 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 Addltional Informatlon (optlonal) Names and addrossos of advlsers (Optlonal Informatlon) Type of Name Address advlser Name of chlof ax•cutlv8 or names of senlor staff m8mber8 (Optlonal informatlon) Anthony Flaum, Charlotte Tingley Exemptions from disclosure Reason for non-disclosure of ke ersonnel details Other o tional Informatlon
Declarations The trustees declare that they have approved the trustees. report above. Slgned on behalf of the charity's trustees Signature(s) QLVQ CLJ K//A JfrIAGS IIAid Cll A/£ Full name(s) Posltlon (eg Secretary, Chair, etc) Date 24YL