## TRUSTEES’ ANNUAL REPORT
Harlekin Studio Opera - Charity No. 1183089
The trustees of Harlekin Studio Opera present their annual report for the period 24[th] April 2023 to 23[rd] April 2024. The report follows the structure of the _Charity Accounts Template – Trustees’ annual report for the period_ published by the Charity Commission for England and Wales.
Items are numbered using the SORP reference system, with optional items included where appropriate.
Period start date: 24/04/2023
Period end date: 23/04/2024
Charity name: Harlekin Studio Opera
Charity Number: 1183089
Objectives and Activities
## **1.17 Summary of purposes of the charity as set out in its governing document**
To promote the art of opera music for the public benefit by:
- a) The organisation and/or presentation of performances of high educational and artistic merit.
- b) To advance the education of the public in the subject of opera music.
## **1.18 Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit**
The charity’s trustees have read and understood the guidance on public benefit and have worked closely together to ensure that the charitable purposes have been met.
## **1.19 Summary of the main activities in relation to those purposes for the public benefit**
The 2023-2024 period saw the continuation of our weekly workshops, providing education in Opera through learning arias and choruses in a safe and supportive environment. The main vehicle for our work this year was Leoncavallo’s opera Pagliacci.
As our second fully staged opera, Pagliacci proved the perfect vehicle to build upon the learnings from our 2022-2023 production Dido and Aeneas. The conscious choice for this one-act opera in Italian proved short enough to not be overwhelming to participants, while also providing them with the experience of singing a full foreign language opera. Pagliacci offers a compelling drama, sweeping music and is a prime example of the 19th century Verismo movement in opera.
Pagliacci allowed our members to get to know this key example of the era, both musically and dramatically, while challenging conventional staging practices of the opera by updating it to a contemporary setting and exploring gender through casting the lead as a woman rather than the conventional male casting. The themes which we explored in our production included adultery, domestic violence, and workplace relations. Great care was taken to make sure that the cast were comfortable, happy and safe throughout the rehearsal period. We provided sessions on language coaching, the intricacies of Verismo Opera, and workshops on Chekovian and Brechtian Theatre.
Furthering the education of our members, an orchestra was drafted in to accompany our three performances of Pagliacci at Summerhill Bowling Club. Singing with an orchestra offered our members an authentic operatic experience, while also deepening their understanding of the music by introducing the depth and colour that an orchestra can provide.
Performing at the Summerhill Bowling Club in November 2023 also furthers our goal of bringing opera to underserved communities who otherwise wouldn’t have access to the artform. By taking opera out of the theatre and into a more informal setting, we successfully lowered thresholds for attending - sending our audience (who had mostly never attended an operatic performance before) into the night singing the tunes they’d heard.
Our year was rounded out by a Spring concert at Jesmond URC in March 2024. During the preparations of this concert we welcomed our first non-Newcastlian members, travelling from as far as Durham to be part of the only operatic venture in Newcastle. Our Spring concert provided our members the opportunity to showcase their own learnings and private studying, bolstering their confidence in performing, which we will continue to build upon for our next project Prodana Nevesta, to be performed in late 2024.
## Achievements and Performance
1.20 Summary of main achievements, examples of benefits to beneficiaries and society as a whole
The performance run of Pagliacci was hosted by Summerhill Bowling Club. We presented three performances; two evening performances (Friday and Saturday) and an early evening show (saturday) the length of the opera in combination with the casting of each show enabled all singers to get through the run without becoming overtired, or putting a strain on their voices. Summerhill Bowling Club proved a welcoming and adaptable venue, and will be considered for future projects. The production was well received by the audience with several audience members expressing their enjoyment through singing their way down the street, and others keen to seek out opera productions in their home towns.
Our spring concert allowed our participants to showcase their own personal repertoire, highlighting their vocal and musical development throughout the year welcoming a new member to the company with their first performance with us. Though our numbers were smaller than for previous concerts, the development of the voices in this past year made for an engaging performance, with strong singing and thrilling choruses .
In all, this year has seen a remarkable growth in the confidence and ability of our participants, and this shines through in their performances, and interactions with their colleagues in rehearsal. A number of our participants have faced personal hardships
through the year, but our regular rehearsals have provided solace and a safe space for them to freely explore their voice, movement and creativity.
## FINANCIAL REVIEW
## **1.21 Review of charity’s financial position at the end of the period**
During this period a number of participants faced financial hardship and either reduced or suspended their subscriptions and, In conjunction with low audience attendance at our spring concert, this has led to a net loss of £746 with a closing balance of £970.
Although the company retains a reasonable financial buffer the trustees are continuing to look at ways to ensure the financial security of the company for the future and for ways to increase spending power for future projects. This includes planned fundraising events, the appointment of another trustee to oversee funding applications and increased recruitment efforts, and relocating weekly workshops to a venue more central and accessible location in Newcastle.
## STRUCTURE, GOVERNANCE AND MANAGEMENT
## **1.25 Type of Governing Document**
The company is a Charitable Incorporated Society using the ‘foundation’ model. It is managed by a board of trustees in accordance with a constitution.
New trustees are nominated by existing trustees and admitted to the board following a vote at a meeting of the trustees in accordance with the constitution which states that:
(1) Apart from the first charity trustees, every trustee must be appointed
for a term not exceeding 5 years by a resolution passed at a properly convened meeting of the charity trustees.
(2) In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO.
## REFERENCE AND ADMINISTRATIVE DETAILS
Charity Name: Harlekin Studio Opera
Other name(s): HSO
Registered Charity Number: 1183089
Charity’s Principal Address: 53 Bishops Road, Newcastle Upon Tyne, NE15 6RY
Charity Trustees:
Mr. James Whitfield (Chair and Co-Treasurer)
Mr. Robert Hardiment (Co-Treasurer)
Dr. Susan Baker (Trustee)
Mrs. Jolanda Grijpstra (Trustee) Miss. Holly Zeffertt (Trustee)
Trustees declare that the trustee’s report has been approved for submission to the Charity Commission.
Signed: Name: James Whitfield
Position: Chair
Date: 18/02/2025
||**HARLEKIN STUDIO OPERA**|**HARLEKIN STUDIO OPERA**|**HARLEKIN STUDIO OPERA**|**1183089**|**CC16a**||
|---|---|---|---|---|---|---|
||**Receipts and payments acco**|||**unts**|||
||**For the period**
**from**|**24-Apr-23**|**To**|**23-Apr-24**|||
||||||||
|**Section A Receipts and payments**|||||||
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**|**Restricted funds**
**to the nearest £**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**|**Last year**
**to the nearest £**||
|Membership Subscriptions|**-**
**3,410-**|**-**
**--**|**-**
**--**|**-**
**3,410-**|**-**
**2,855-**||
|Ticket Sales - Concert|**-**
**182-**|**-**
**--**|**-**
**--**|**-**
**182-**|**-**
**225-**||
|Ticket Sales Opera - Pagliacci|**-**
**835-**|**-**
**--**|**-**
**--**|**-**
**835-**|**-**
**1,071-**||
|Donations|**-**
**100-**|**-**
**--**|**-**
**--**|**-**
**100-**|**-**
**375-**||
|||**-**
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**--**|**-**
**--**||
|||**-**
**--**|**-**
**--**||**-**
**--**||
|||**-**
**--**|**-**
**--**||**-**
**--**||
|**_Sub total_**_(Gross income for AR)_|**-**
**4,527-**|**-**
**--**|**-**
**--**|**-**
**4,527-**|**-**
**4,526-**||
|**A2 Asset and investment sales, (see table).**|||||||
|||**-**
**--**|**-**
**--**|**-**
**--**|||
|||**-**
**--**|**-**
**--**|**-**
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|**_Sub total_**
**_Total receipts_**
**A3 Payments**|**-**
**--**|**-**
**--**|**-**
**--**|**-**
**--**|**-**
**--**||
||||||||
||**-**
**4,527-**|**-**
**--**|**-**
**--**|**-**
**4,527-**|**-**
**4,526-**||
||||||||
|Venue Hire|**-**
**2,274-**|**-**
**--**|**-**
**--**|**-**
**2,274-**|**-**
**1,209-**||
|Musicians Fees|**-**
**2,822-**|**-**
**--**|**-**
**--**|**-**
**2,822-**|**-**
**2,705-**||
|Insurance|**-**
**62-**|||**-**
**62-**|||
|Website|**-**
**115-**|**-**
**--**|**-**
**--**|**-**
**115-**|**-**
**--**||
|||**-**
**--**|**-**
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**--**|**-**
**--**||
|||**-**
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**--**|**-**
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|||**-**
**--**|**-**
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**--**|**-**
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|||**-**
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|**_Sub tota_**||**-**
**--**|**-**
**--**||**-**
**--**||
|||**-**
**--**|**-**
**--**||**-**
**--**||
||**_l_ -**
**5,273-**|**-**
**--**|**-**
**--**|**-**
**5,273-**|**-**
**3,914-**||
||||||||
|**A4 Asset and investment purchases, (see table)**|**-**
**--**|**-**
**--**|**-**
**--**|**-**
**--**|||
|||**-**
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|||**-**
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|||**-**
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|||**-**
**--**|**-**
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||||||||
|**_Sub tota_**
**_Total payments_**
**_Net of receipts/(payments_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|**_l_ -**
**--**|**-**
**--**|**-**
**--**|**-**
**--**|||
||||||||
||**-**
**5,273-**|**-**
**--**|**-**
**--**|**-**
**5,273-**|**-**
**3,914-**||
||||||||
||**_)_ -**
**746-**|**-**
**--**|**-**
**--**|**-**
**746-**|**-**
**612-**||
||**-**
**--**|**-**
**--**|**-**
**--**|**-**
**--**|**-**
**--**||
||**-**
**1,716-**|**-**
**--**|**-**
**--**|**-**
**1,716-**|**-**
**1,104-**||
||**-**
**970-**|**-**
**--**|**-**
**--**|**-**
**970-**|**-**
**1,716-**||
||||||||
||||||||
|**Section B Statement of assets and**|**Details**|**Unrestricted**
**funds**||**Restricted funds**|**Endowment**
**funds**||
|**Categories**
**B1 Cash funds**|||**to nearest £**|**to nearest £**|**to nearest £**||
||Lloyds Bank Account||**-**
**750-**|**-**
**--**|**-**
**--**||
||Cash||**-**
**220-**|**-**
**--**|**-**
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||||**-**
**--**|**-**
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|**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the charity’s own use**
**B5 Liabilities**
Signed by one or two trustees on behalf of all the trustees|
**(agree balances wi**
**Details**|**_Total cash funds_**
**th receipts and payments**
**account(s))**|**-**
**970-**|**-**
**--**|**-**
**--**||
||||**OK**|OK|OK||
||||**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**|**Endowment**
**funds**
**to nearest £**||
||||**-**
**--**|**-**
**--**|**-**
**--**||
||||**-**
**--**|**-**
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||**Details**||**Fund to which asset**
**belongs**|**Cost (optional)**|**Current value**
**(optional)**||
|||||**-**
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||**Details**||**Fund to which asset**
**belongs**|**Cost (optional)**|**Current value**
**(optional)**||
|||||**-**
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||**Details**||**Fund to which**
**liability relates**|**Amount due**
**(optional)**|**When due**
**(optional)**||
||||||||
|||||**-**
**--**|||
|||||**-**
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|||||**-**
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||Sign|ature|Print|Name|Date of approval||
||||Jake Hardiment||18/02/25||
||||||||
CCXX R1 accounts (SS)
18/02/2025
1