Trustees’ Annual Report for the period
From 10[th] October 2021 Period start date To 9[th] October 2022 Period end date
Charity name: Zenith Youth Theatre Company
Charity registration number: 1169585
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The objectives of the CIO are:- To educate young people in the dramatic/musical arts and theatre studies, and to further the development of public appreciation and taste in the said arts. To provide practical experiences in all aspects of theatre production to young people. To engage with young people who otherwise might not see musical theatre as a means of enhancing life chances and opportunity. |
| 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 |
Cast members are tasked to study their characters and are given guidance on how these characters are portrayed to the public. They are asked to practice their dances, songs and lines outside of the rehearsal process. Where appropriate, cast members are encouraged to reflect on how the characters and the shows values may not ‘fit’ within a modern society. We were able to put on two productions in 2022, which were both very successful artistically and financially. Sweeney Todd gave the opportunity for a very dramatic production which required a high level of concentration and commitment from the young cast. Our second production was Pirates of Penzance, which was the first time in the company’s history that we had performed a Gilbert and Sullivan Operetta. This proved very popular with the cast and audience and introduced a new genre of Musical Theatre to both. Zenith shows are promoted through website, social media, word of mouth and leaflet drops across all socio-economic groups in and around Bath. In addition, we produce a quarterly newsletter which is available via email and through our website |
| Statement confirming whether the trustees have |
Para 1.18 | With reference to the statutory guidance on public benefit,the Trustees continue to |
had regard to the guidance promote a ‘No Audition Policy’ to become a issued by the Charity member of Zenith Youth Theatre Company. In Commission on public addition, due regard is given to ticket pricing benefit and the continuation of offering tickets at concessionary rates.
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Our Roper Legacy Fund supported 1 member with the costs of auditioning for stage schools. The grant was paid for travel expenses and the member was successful in gaining a place. |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | The valued contribution made by volunteers is welcomed and appreciated, especially during show weeks and is essential to the operation of Zenith Youth Theatre. |
| 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 | Zenith cast members performed in two musicals in this year, as detailed above. They were well received and were a useful learning tool for the cast. In November 2022 we won the Rose Bowl Award for the Best Youth Production for Sweeney Todd and the Rose Bowl award for Best Opera or Light Operatic Production for Pirates of Penzance. We also received nominations for Best Youth Actress and Best Youth Actor for Sweeney Todd. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | The Company undertook two shows as detailed above. We performed our first Gilbert and Sullivan Operetta in the company’s history, thereby fulfilling our objective to advance the education of young people in the dramatic/ musical arts. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | We were able to raise a modest sum this year through fundraising. More fundraising activities are planned for the coming year. |
| 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 | Both shows sold well and we kept expenditure to a level whereby we were able to balance the books.We also successfully applied for a Theatre Tax refund, which has been set aside for special projects planned for our 60th anniversary next year. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity policy is to ensure that we hold enough reserves to cover any outstanding costs due to cancelation of a show through unforeseen circumstance. |
| Amount of reserves held | Para 1.22 | £0 (excludingfunds alreadyallocated). |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
| 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: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Our principal sources are through subscriptions, donations, gift aid and ticket sales. We will continue to apply for grants. |
| Our investment policy is continuously monitored with the focus on balance of risk versus income. |
| 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 | Incorporated Organisation (Foundation) |
| 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 | Five Appointed Trustees and Five Elected Trustees with one vacancy. |
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 | An online training course was attended by volunteers, including the Trustees, to go through our various policies, with a focus on Safeguarding procedures. Any volunteer unable to attend was sent the power point presentation which detailed our policies and procedures, including our volunteers code of conduct. This training will be carried out annually and all policies and codes of conduct are available on our website to all volunteers. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The day-to-day activities of the charity are managed by a Management Committee of volunteers, of which five members of the Committee are Trustees. |
| Relationship with any related parties |
Para 1.51 |
Other
Reference and Administrative details
| Charity name | Zenith Youth Theatre Company |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1169585 |
| Charity’s principal address | St Marks Community Centre Widcombe Bath BA2 4PA |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Delia Lee | Chair | |||
| Joel White | Vice Chair | |||
| Carol Jones | Treasurer | |||
| Georgia Palmer | Secretary | |||
| Chris Jones | ||||
| Michelle Tucker | ||||
| Patricia McSherry | ||||
| Roy Page | ||||
| Scott Rogers | ||||
| JennyMcKim | ||||
– 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)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| 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
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) Delia Lee Position (eg Secretary, Chair, etc) Chair of Trustees 06/02/2023
Haines Charity number: 1169585 Zenith Youth Theatre Company Accounts for the year ended 09 October 2022 www.hwca.com
Independ•nt •xamin•f¥ r•p(Kt to tha trust••s of Zènith Youth Th•atr• Company Rgspgctlve r•sponslbllltl•s of trustms •nd •xamlMr ti8 rundorse¢l 14WI oltr Ch¥WtsA¢i 2011 2011 Ad) ¥bJ Nl& my re8pMthMkyto.' l •¢¢wnts 145crftr 11 2. to lttkni pro¢•dLm l•hJ ¢kyn In tyth• 145(5)(bl ofts2011 A B•81• of Indepondont oxamln•f• report My Èxamhalon carrl•J LknIhY byts Ch4y Comffllsskffj. kn ewln•tM in¢i¢gs • 01IM f8ctyd6 kepl by lh8 ch¥lty rltr• Krwrrt wewnteo thow rtyd$.11 •ko IncW6 n•kJBratkn ol¥ny uThJsual itefffd ty diKbJ8tw ac0ntE. fvrmyw ¢ffi¢¢miw any iuch rnthri Thu undvrtth do yoJ8 •1 the e%4J8nL ttslwwk1 bo requ•J kn an 8udrt ctirwjwnty no opinon ¢1 loeep reoJrd• in arufdmllh sedbjn 130 ofth? 2011 aTrJ ho wt bn rmt c¢ P)Y•r FCA IndwODnt ExrArfn•r Tknbi*l Strnt TrLwitrpJ9• 1 &414 8pL 10 Illl¥Yrn2o22
Z•nith Youth Theatrfr Company Cha No 1169585 Annual accounts for the Peri¢Jl start date Peri¢ end date I0ct-21 To 094)ci.22 Section A Statemenl of financial activrt•es (including summary income and expenditure accountl Unmtrletsd In¢om• Endowm•nt funds nds funds Prlor year funds Recommended ¢ategorfe8 by •¢lfvlty Total fund¥ Incom• (Nota 3} Incom• and endowment• from: Donations and legaci8s Charitable activrt Other trading actNit*s Inve81ments Other F01 F02 F03 F04 F05 S01 S02 S03 S04 7,243 26,960 1,028 10 2,762 10,005 26,960 1,028 10 10,546 8,644 S05 s( S07 11,717 11,717 Total Expendfturo (Note• 61 Exptndttur• on: Raising funds Chantable activrti88 Separate material expense item Other Totsl 35,24 49,720 19,195 580 580 36,689 150 36 689 S10 S11 S12 580 37,269 6,721 Net incomol{oxponditur•) b•for• tsx for tho reportlng p•rtod Tax payable S13 S14 1,448 13,899 12.451 2,474 N•1 In¢om?l{•xp•ndltur•l •ft•r tsx b01• Inv•8tm•nt galn8111088081 Net gains1{108s88) on investrnents Not Incornel(expendltur•) Extraordlnary ftgrn Tr•n$forn b•tW•on fund• othor recognised gain•l{loS). Gains and losses on revaluatKJn of fixed assets for Ihg chanty's cwn use Other gainsll105se51 Not movement In funds S15 1,448 13,899 12,451 2,474 S16 S17 S18 S19 1,448 13.899 12,451 2,474 S20 1,448 13.899 12,451 2,474 Reconclllatlon of funds.. Totsl fur5 brought forward Total funds ¢aftied forwarnf S23 S24 33,1 31.748 26,578 40,475 59,772 72.223 57,298 59,772
1169085 Section B Balance sheet UnrntsScl•d incorw Enknm• T¢tsl tho Total i••t fvnd• 10 Oct2021- 9 Oct2022 Flxed agsets Intangible as•ets T•nglbl• I•ts F01 F02 F03 F04 F05 (Not• 16) (Note 14) 2.020 2.020 Current assets sto¢k• O•btor• lnve•trrnI (Not• 11} {Not• 191 C•h •t b•1 •nd In h#nd (Not• 24) 33.7 33.gJ7 38,870 36,870 70,777 70,777 57.752 57.752 Cr•dltorn: amounts tslllng du• wlthSn ¢n• yur (Not• 20} N•tcun•nt •u•lrfll•blllll•¥) B12 38.870 70,777 57.752 Tot•lus•t• l•M curnt Il•bllld•• 113 59,772 Cr•dltow•: wnoynl¥ l011Sng ft•r on• y•ar IN¢)t• 20) Provllon• lor lknbllttb 16 Total not •Js•ts orll•bllld• Funds oftho Charfty Endowmgntfund• (Not• 271 R••tsl¢t•¢ Incom• fund (Nots 371 Unr••trlct•d lund• R•valu•tbon ru•rv• F•lr v•lwe ru•Th• Bl8 38.870 72,223 59.772 B17 91a 40,47S 40,475 31,748 28,576 819 31,748 Tol•l 31.748 40.475 72,223 $m•ll wnpanl•s. Tr• m•nthrn h•v• not r•qulr•d th• ¢onw•ny to t7blaln an •udll In x¢ord•nc• s•cUon 476 oflft• Comp•ftlK Act 2A76. Act wlth r•sp•ctto aceountlng records aftdth• preparth of•¢count& Christsthr JonpB 11V1112022
Section C Notes to the accounts Note 1 Income AIMI18 of incom• nd• funds Toi*l lunth Pthy••r Don•tlon$ and l•gacleB: Membershi fees Grants and drmalw5 F¥iènd$ subw lions Furdra Hire Gift aid 6.607 6,807 5,950 383 551 24 1.071 2.SB7 10.546 436 269 1.s92 269 Tolal 7.243 2,762 10,1))5 Charltablo activitie•- Ticket sales Fronl of htsu sales Advertisin Maals 20.610 5,569 7.043 1,181 420 Total Other inoyne actlviuu". Totsl Incom• from Investments: Inte81 in¢ome 10 10 Totsl 10 10 TOTAL INCOAIE 14 79 Nol• 2 An•ty•l• ol •xp•ndltuv• yMr Last y••r Tolal d• fundl fvndts Ex ndltuve on charftable •ctlvlll••: C08101 vclions InsurBnc8 and rnembershi Websile and markelln Ro rle irs and renewals Sund ex ns8S AcLountanc De e¢i81ion 29.140 29,140 1,300 2.951 631 10,569 1,292 1,431 1,292 1.431 2.951 831 828 270 218 574 270 216 574 222 574 574 Total gxp•ndltWg ¢Jn tharttablg •cllvltl• 30.504 38.504 16,180 1,391 16,S71 ndltur• on rn18ln funds: Hire Fundraisin & Friends ex ns•8 185 76S 150 150 Totsl •xp•ndltur• on rnl•lry fund¥ 185 160 1S0 TOTAL EXPEMDITVRE 36.689 37,269 16.330 1.391 16.721
Section C Notes to the accounts Nots3 Tangible fixed assets Cost or valuation Equlpm•nt Total At the baginning of the year Additions 2,870 2,870 Revaluations Disposals At end of the year 2,870 2,870 D•preclatlon and Impalmi•nts -Ba$l$ Straight Line Straight Line 20% 20% At beginning of the year Disposals 850 850 Depreciation 574 574 At end of the year 1,424 1.424 Net book value Net book value at the beginning of the year 2,020 2,020 Net book value at the end of the year 1,446 Note 4 Cash at bank and in hand This year Last year Cash at bank and on hand Total 70,777 57.752
Haines Charity number: 1169585 Zenith Youth Theatre Company Accounts for the year ended 09 October 2022 www.hwca.com
Independ•nt •xamin•f¥ r•p(Kt to tha trust••s of Zènith Youth Th•atr• Company Rgspgctlve r•sponslbllltl•s of trustms •nd •xamlMr ti8 rundorse¢l 14WI oltr Ch¥WtsA¢i 2011 2011 Ad) ¥bJ Nl& my re8pMthMkyto.' l •¢¢wnts 145crftr 11 2. to lttkni pro¢•dLm l•hJ ¢kyn In tyth• 145(5)(bl ofts2011 A B•81• of Indepondont oxamln•f• report My Èxamhalon carrl•J LknIhY byts Ch4y Comffllsskffj. kn ewln•tM in¢i¢gs • 01IM f8ctyd6 kepl by lh8 ch¥lty rltr• Krwrrt wewnteo thow rtyd$.11 •ko IncW6 n•kJBratkn ol¥ny uThJsual itefffd ty diKbJ8tw ac0ntE. fvrmyw ¢ffi¢¢miw any iuch rnthri Thu undvrtth do yoJ8 •1 the e%4J8nL ttslwwk1 bo requ•J kn an 8udrt ctirwjwnty no opinon ¢1 loeep reoJrd• in arufdmllh sedbjn 130 ofth? 2011 aTrJ ho wt bn rmt c¢ P)Y•r FCA IndwODnt ExrArfn•r Tknbi*l Strnt TrLwitrpJ9• 1 &414 8pL 10 Illl¥Yrn2o22
Z•nith Youth Theatrfr Company Cha No 1169585 Annual accounts for the Peri¢Jl start date Peri¢ end date I0ct-21 To 094)ci.22 Section A Statemenl of financial activrt•es (including summary income and expenditure accountl Unmtrletsd In¢om• Endowm•nt funds nds funds Prlor year funds Recommended ¢ategorfe8 by •¢lfvlty Total fund¥ Incom• (Nota 3} Incom• and endowment• from: Donations and legaci8s Charitable activrt Other trading actNit*s Inve81ments Other F01 F02 F03 F04 F05 S01 S02 S03 S04 7,243 26,960 1,028 10 2,762 10,005 26,960 1,028 10 10,546 8,644 S05 s( S07 11,717 11,717 Total Expendfturo (Note• 61 Exptndttur• on: Raising funds Chantable activrti88 Separate material expense item Other Totsl 35,24 49,720 19,195 580 580 36,689 150 36 689 S10 S11 S12 580 37,269 6,721 Net incomol{oxponditur•) b•for• tsx for tho reportlng p•rtod Tax payable S13 S14 1,448 13,899 12.451 2,474 N•1 In¢om?l{•xp•ndltur•l •ft•r tsx b01• Inv•8tm•nt galn8111088081 Net gains1{108s88) on investrnents Not Incornel(expendltur•) Extraordlnary ftgrn Tr•n$forn b•tW•on fund• othor recognised gain•l{loS). Gains and losses on revaluatKJn of fixed assets for Ihg chanty's cwn use Other gainsll105se51 Not movement In funds S15 1,448 13,899 12,451 2,474 S16 S17 S18 S19 1,448 13.899 12,451 2,474 S20 1,448 13.899 12,451 2,474 Reconclllatlon of funds.. Totsl fur5 brought forward Total funds ¢aftied forwarnf S23 S24 33,1 31.748 26,578 40,475 59,772 72.223 57,298 59,772
1169085 Section B Balance sheet UnrntsScl•d incorw Enknm• T¢tsl tho Total i••t fvnd• 10 Oct2021- 9 Oct2022 Flxed agsets Intangible as•ets T•nglbl• I•ts F01 F02 F03 F04 F05 (Not• 16) (Note 14) 2.020 2.020 Current assets sto¢k• O•btor• lnve•trrnI (Not• 11} {Not• 191 C•h •t b•1 •nd In h#nd (Not• 24) 33.7 33.gJ7 38,870 36,870 70,777 70,777 57.752 57.752 Cr•dltorn: amounts tslllng du• wlthSn ¢n• yur (Not• 20} N•tcun•nt •u•lrfll•blllll•¥) B12 38.870 70,777 57.752 Tot•lus•t• l•M curnt Il•bllld•• 113 59,772 Cr•dltow•: wnoynl¥ l011Sng ft•r on• y•ar IN¢)t• 20) Provllon• lor lknbllttb 16 Total not •Js•ts orll•bllld• Funds oftho Charfty Endowmgntfund• (Not• 271 R••tsl¢t•¢ Incom• fund (Nots 371 Unr••trlct•d lund• R•valu•tbon ru•rv• F•lr v•lwe ru•Th• Bl8 38.870 72,223 59.772 B17 91a 40,47S 40,475 31,748 28,576 819 31,748 Tol•l 31.748 40.475 72,223 $m•ll wnpanl•s. Tr• m•nthrn h•v• not r•qulr•d th• ¢onw•ny to t7blaln an •udll In x¢ord•nc• s•cUon 476 oflft• Comp•ftlK Act 2A76. Act wlth r•sp•ctto aceountlng records aftdth• preparth of•¢count& Christsthr JonpB 11V1112022
Section C Notes to the accounts Note 1 Income AIMI18 of incom• nd• funds Toi*l lunth Pthy••r Don•tlon$ and l•gacleB: Membershi fees Grants and drmalw5 F¥iènd$ subw lions Furdra Hire Gift aid 6.607 6,807 5,950 383 551 24 1.071 2.SB7 10.546 436 269 1.s92 269 Tolal 7.243 2,762 10,1))5 Charltablo activitie•- Ticket sales Fronl of htsu sales Advertisin Maals 20.610 5,569 7.043 1,181 420 Total Other inoyne actlviuu". Totsl Incom• from Investments: Inte81 in¢ome 10 10 Totsl 10 10 TOTAL INCOAIE 14 79 Nol• 2 An•ty•l• ol •xp•ndltuv• yMr Last y••r Tolal d• fundl fvndts Ex ndltuve on charftable •ctlvlll••: C08101 vclions InsurBnc8 and rnembershi Websile and markelln Ro rle irs and renewals Sund ex ns8S AcLountanc De e¢i81ion 29.140 29,140 1,300 2.951 631 10,569 1,292 1,431 1,292 1.431 2.951 831 828 270 218 574 270 216 574 222 574 574 Total gxp•ndltWg ¢Jn tharttablg •cllvltl• 30.504 38.504 16,180 1,391 16,S71 ndltur• on rn18ln funds: Hire Fundraisin & Friends ex ns•8 185 76S 150 150 Totsl •xp•ndltur• on rnl•lry fund¥ 185 160 1S0 TOTAL EXPEMDITVRE 36.689 37,269 16.330 1.391 16.721
Section C Notes to the accounts Nots3 Tangible fixed assets Cost or valuation Equlpm•nt Total At the baginning of the year Additions 2,870 2,870 Revaluations Disposals At end of the year 2,870 2,870 D•preclatlon and Impalmi•nts -Ba$l$ Straight Line Straight Line 20% 20% At beginning of the year Disposals 850 850 Depreciation 574 574 At end of the year 1,424 1.424 Net book value Net book value at the beginning of the year 2,020 2,020 Net book value at the end of the year 1,446 Note 4 Cash at bank and in hand This year Last year Cash at bank and on hand Total 70,777 57.752