Trustees, Annual Report for Halifax Light Opera Society Juniors Charlty No 1184294 For the period 1°, April 2023 to 31°, March 2024 Objectives and Aclivities As an amateur dramatics swety. Halrfax Light Opera Society Juniors (HLOSJ) gives 8 to 18-year olds in Halifax and surrounding areas opportunitES to be on stage. help backstage, improve their acting, singing and dancing skills. boost their confidence. make lrfe-lorKJ friends and have fun. We perfomi an annual musical, smaller conorts and use W￿ShopS to engage arKI develop their capabilities and skills for them to grow as independent, mature and responsible people. During this period, we ran our annual monologue competition in May called 'Standing in the Spotlight, for the third year running. We chose a selection of monologues to surt the 'Villians' theme for the children to select which they wanted to perform. OurjudgirwJ panel comprised of three people who are connected to the society. and as we have done so in the past, we invited one of our trustees to join the panel. The head judge returned for the third year which thè Society were delTrghted about. The trustees engaged directly with our members arKJ family and friends had the opportunity to attend as audience members for the competstion. The winner was awarded the trcyhy and certific*e and the runner up was awarded a certrficate. The trophy is retumed to the Society each year by the previous winner and handed out to the new winner at the condusion of the competition. Our trophy is kindly sponsored by one of our trustees. During the summer. we produced the 'Greatest Show, Concert which was open to all members and non- members aged 8-18 years. The success of the small junior sertion in the adult concert the previous year was the catalyst for the Society to produce its own ¢on¢ert. This was an opportunity for our members to re¢onne¢t following our annual show arKI also to Introdu￿ potential new members who were interested in taking part in the next annual show. There was a mix of solos. duets, small and large group numbers for the young performers to get involved with. We began rehearsing for our February 2024 production of Chitty Chitty Bang Bang Jr in September 2023. The Society were pleased to welcome a record number of auditionees although this did lead to a difficult deliberation following the audition day. The tickets sold well once again with most of the performances being a 'sell out,. It was a challeThJing show, with the director stepping down from the role in November and two committee members taking up the F)OSt at short noti￿ as ¢￿direCtors. The 'Flying Car. gave th& technical team a hard task and it was superbly executed during show week. with headlights, wings and the like. Wé were again supported by the creatives at our local Gollege, Calderdale College who designed a digrtal backdrop for each of the scenes that were then displayed on large screens at the back and the sides of the stage. This feft appropriate for the youth element of the show and lit up the stage for the fun and Gomedic numbers. We are so lucky as a Society to have maintained a relationship with Calderdale College who have young and aspirirs creatives tho are eager to create innovative sets for our productions. We wll continue to link with them throughout the coming years as their Contribution is invaluable. Through all of this. the Truslees have had due regard to what the Society has been doing and how it is of public benefit to the children involved arKI the community it is located in. Achlevements and Performance From society's formation. we have consistendy had y¢￿Tr3 members￿0 go on to pursue professional arts careers. We were the first in the area to fom a juniors age range society. and from our example other soaeties were set up across the country *thich led to the NODA listing junior ￿cietIeS under its umbrella. HLOSJ y￿re one of the first junior socrelies accepted by NODA nationally, and have been Sin￿ 1976. One of our greatest achievernents is happy and confident young people. Whether in helping them build their confidence in their school lrfe, to pursue arts careers or enjoying a lrfetime of amateur dramatics, young people who have gained from the have now come back and are contributing to its future. The parent of one of our membws said the followifWJ: "IC absolutely loved being a part of the Chty Chrtty Bang Bang cast. this was her very tMn8 being part of something like this. From the very audition workshop she was made to feel welcome, to the script r8ad through, to the months of rehearsals where she was supported. to show week which was amazirw. What an expenencel She's made fnends lorlrfe. and what a fab bunch of people they all are. She didnt want rf to com8 to an end and cannot wail to hop8fulty be a part of the next pr¢￿UctIOn". Or* of our members said the following: When the 2023 'Standing in the Spouight, monologue competitKyJ came around, I pushed down my anxieties and put my name fonvard. I was delighted when I won and my doubts were quietenod enough to audition for Chity Chrtty Bang Bang. Having now completed my first show of (hop8fully) many with HLOSJ, I can safely say that my initial impressK)ns of LMJht Opera did them justice - my time here so far has been better than I could have 8sked for. It has brought me rt)oms of smiling faces, new frRndships. new skHls, a deeper understanding of perfc￿Mlng and one of Ihe most rewa¢&M￿ weeks of my life. l am deluhted I was not deterred entirely by my initial fears because they were lotally unnecessary," HLOW has neverbéen anything but wam7 and wel(x)mfftg to me, giving me an opp￿Un1ty to conned with soma of the knndeStp8op￿ I know. I cannot wait to do it all again next yearf. Flnanclal Revlew The chanty's fmancial posibon at the end of the period is positive. For the purposes of the profftabiliiy of Chrtty Chrtty Bang Bang Jr alone. although this is not refiected in the CC16a. this is £3,322.39. The income from our previous show Madagascar Jr was r￿1Ved in this fnancial year (2023-2024) wthich means the accounts show a more generous retum. This is in omparis¢m to last yearfs submission when the income from Madagascar was not re￿Ived and the profitability. again, was not a true refiection on the financial success in the submi8sion period. It is anticipated that moving forward the income from the annual show *ryll now be reflected solely in the financial year the show took pla￿, althO￿h this is somewhat variable depending on how soon the Income is received. This will ensure we can continue to run the society arKI continue to sep4e our local community of children ¥KI young people vtho are passionate about the arts. Other nitiatives lake place throughout the year, indudirKJ our concert and monologue competition where subscriptions are paid to take part and tickets ￿e sdd. This generates additional income, but on a much smaller scale to the annual production. Our reserves ensure we have sUffici￿t fvnds at our disposal to offsel any unf(ween circumstsnces in which a show cannot take pla￿ but rf payments still have to be made in relation to that show despite not having the income, this is our safety net. We set a minimum amount to cover thè projected budget for the year to protect any n￿ssary experKliture and we keep sufficient reserves in a separat& deposit account from our running account for produclions to ensure all payments are covered in the event of shows not being able to be undertaken. We are confident that the society is in a strong position. and aim to maintain this and continue to produce annual shows thal return a profit that can then be used for other activities and initiatives for our members. We look forward to our next production and keeping members engaged. Structure, Governance and Managemenl HLOSJ is govemed by a FourKlation Model Consts'tution as a Charitable Incorporated Organisation. In our Trustee selection methods we refer to the charty's own gu￿anCe with regard to additional Trustees. Reference and Adminislratlve detail Charity Name.. Halifax kn'ght Opera Society Juniors Other name the charity uses: HLOSJ, HLOS Juniors Registered Charity number: 1184294 Chanty's Pri cipal address: 1 Bankfield Grange. Greetland, Halifax, HX4 8LJ It is agreed that Kate Machon (LK)B 1010411996) should be rAned the primary administrator and that Claire Jackson be removed from the My Charities Commission Account. Names of the charity trustees who manage the charity: TRUSTEE NAME Anthon John Francis L Mar aret Lois Swales Ste hen Ra nor Jamieson Marilxn Mitchell OFFICE DATES ACTED IF NOT FOR A WHOLE YEAR bottom Chair Declaration5 The trustees declare that they have approved the trustees. report above Signed by the Chair Full narnejs):Ste Date.. n Raynor Jamieson 13.11 LOL4 Signed on behaw of the chanty's Twstees Full names ate Mad)on &13ABEI Fl M( Qukthj Position: Secretary Date". 13.11 IOLI+ **Charity Name No (if any) Halifax Light Opera Society Juniors 1184294 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 01/04/2023 31/03/2024 |**Section A Receipts and payments**|**Section A Receipts and payments**|**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 £**| |
Subscriptions|**4,221.00**||**-**||**-**||**4,221**||**-**| |ClothingMerchandise|**713.50**||**-**||**-**||**714**||**-**| |Ticket Sales|**30,250.50**||**-**||**-**||**30,251**||**-**| |Programme & Raffle|**3,798.81**||**-**||**-**||**3,799**||**-**| |Donations|**130.00**||**-**||**-**||**130**||**-**| |Costume Refund|**216.00**||**-**||**-**||**216**||**-**| |Miscellaneous|**200.00**||**-**||**-**||**200**||**-**| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**39,529.81**||**-**||**-**||**39,530**||**-**| ||||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||||| ||**-**||||||||| ||**-**||||||||**-**| |**_Sub total_**|**-**||||||||**-**| |**_Total receipts_**
**A3 Payments**|||||||||| ||||||||||**-**| ||||||||||| |
Rehearsal Space|**1,675.00**||||||||**-**| |Customes|**785.16**||||||||**-**| |Set|**4,723.54**||||||||**-**| |Lighting|**1,703.76**||||||||**-**| |Sound|**2,300.00**||||||||**-**| |Make Up|**72.63**||||||||**-**| |Rights for Show/Royalties/Logo|**5,461.29**||||||||**-**| |Insurance|**423.80**||||||||**-**| |Production Team|**1,100.00**||||||||| |Marketing|**750.57**||||||||| |Programme & Raffle|**820.00**||||||||| |Clothing& Merchandise|**782.00**||||||||| |Miscellaneous|**984.13**||||||||**-**| |**_Sub total_ **|**21,581.88**||||||||**-**| ||||||||||| |**A4 Asset and investment**
**purchases, (see table)**|||||||||| ||**-**||||||||| ||**-**||||||||| |**_Sub total_ **|**-**||||||||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||||| ||||||||||**-**| ||||||||||| ||**17,947.93**||||||**17,948**||**-**| ||**-**||||||**-**||**-**| ||**-**||||||**-**||**-**| ||**17,947.93**||||||**17,948**||**-**| CCXX R1 accounts (SS) 13/11/2024 1 |**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|| |---|---|---|---| |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
**Details**
**Details**
HSBC Account
Barclays Account
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**21,760**
**-**
**8,943**
**-**
**-**
**-**
**30,703**
**-**
Agreement Error
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name|**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||| ||||| CCXX R2 accounts (SS) 13/11/2024 2 ## **Halifax Light Opera Society Juniors** Charity number 1184294 Company Number: CE018122 **Annual Report and Financial Statements for the year ended 31 March 2024** ## **Halifax Light Opera Society Juniors** ## **Annual Report and Financial Statements** ## **for the year ended 31 March 2024** |Index|Page| |---|---| |Contents|1| |Trustees' report|2 to 3| |Examiner's report|4| |Statement of financial activities|5| |Balance sheet|6| 1 ## **Halifax Light Opera Society Juniors** ## **Trustees' report for the year ended 31 March 2024** ## **Reference and administrative details of the charity, its trustees and advisors** The trustees during the financial year and up to and including the date the report was approved were ## **Name** Stephen Raynor Jamieson Lucy Jade Crabtree Ian Smith Marilyn Mitchell ## **Charity number** ## **Company number** ## **Registered and Principal Address** 1 Bankfield Grange Greetland Halifax HX4 8LJ **Position** Chair Trustee Trustee Trustee 1184294 CE018122 ## **Bankers** HSBC Bank plc Barclays Bank plc ## **Dates** Appointed 8 -7-19 Appointed 23-6-25 Appointed 13-5-24 Appointed 8-7-20 ## **Independent Examiner** Ian McNamara Sudworth Accountancy Services Limited 48 Station Road Holywell Green Halifax West Yorkshire HX4 9AW ## **Structure, governance and management** The charity was formed on 8 Jul 2019 and it is governed by a Foundation Model Constitution as a Charitable Incorporated Organisation. ## **Method of recruitment and appointment of trustees** The trustees of the charity are appointed by the members at the AGM. 2 ## **Halifax Light Opera Society Juniors** ## **Trustees' report (continued) for the year ended 31 March 2024** ## **Objectives and activities** ## **The charity's objects** As an amateur dramatics society, Halifax Light Opera Society Juniors (HLOSJ) gives 8 to 18 year olds in Halifax and surrounding areas opportunities to be on stage, help back stage, improve their acting, singing and dancing skills, boost their confidence, make life-long friends and have fun. We perform an annual musical, smaller concerts and use workshops to engage and develop their captabilities and skills for them to grow as independent mature and responsible people. ## **The charity's main activities** Halifax Light Opera Society Juniors (HLOSJ) main activity is the operation of a local amateur dramatics society with the promotion of the needs of 8 to 18 year olds who want to be involved with theatre to be part of the process and develop their skills in acting, singing and dancing. ## **Public benefit statement** In setting our objectives and planning our activities our trustees have given serious consideration to the Charity Commission's general guidance on public benefit. ## **Financial review** The net surplus for the year was £17,948 (2023- deficit £11,767.) Our reserves ensure that there are sufficient funds at our disposal to offset any unforeseen circumstances in which a show cannot take place but if payments have to be made in relation to the show. ## **Reserves policy** We are confident tha the society is in a strong financial position to meet costs as they fall due. 3 ## **Halifax Light Opera Society Juniors** ## **Independent examiner's report to the trustees of Halifax Light Society Juniors** I report to the charity trustees on my examination of the account of the charitable company for the year ended 31 March 2024, which are set out on pages 5 to 6. ## **Responsiblities and basis of report** As the charity's trustees of the charitable company you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act') requirements of the Companies Act 2006 ('the 2006 Act') Having satisfied myself that the accounts of the charitable company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts are carried out under Section 145 of the Charities Act('the 2011 Act'). In carrying out my examination I have followed the Direction given by the Charity Commission under Section 145(5)(b) of the 2011 Act. ## **Independent examiner's statement** Since the charitable company's gross income does not exceed £250,000 an examiner does not need to be a member of a body listed in section 145 of the 2011 Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: i) accounting records were not kept in respect of the company as required by section 386 of the 2006 Act; or ii) the accounts do not accord with those records; or iii the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examinatiom; or iv) the account have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)). I have no concerns and have come across no other matters in connection with the accounts examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. ## Signed…................................................. Name: Ian Mcnamara ## Date…......................30/01/2026 Sudworth Accountancy Services Limited 48 Station Road, Holywell Green Halifax HX4 9AW 4 ## **Halifax Light Opera Society Juniors** ## **Statement of Financial Activites** ## **(including summary income and expenditure account) for the year ended 31 March 2024** |**Income from:**
Subscriptions
Merchandise Sales
Programmes and Raffles
Donations
Ticket Sales
Miscellaneous
Costume Refund
**Total Income**
**Expenditure on:**
Theatre Cost
Rehearsal Space & Room Hire
Costumes
Set
Lighting
Sound
Make Up
Props
Rights & Royalties
Insurance
Production tean
Marketing
Programme & Raffle
Miscellaneous
Merchandise, t shirts & hoodies
Bands
Bank charges
Crew costs and postage
Donations
**Total expenditure**
**Net income/(expenditure)**
**Transfers between funds**
**Net movement in funds**
**Funds balances b/fwd**
**Funds balances c/fwd**|**2024**
**2024**
**2024**
**2023**
**Unrestricted**
**Restricted**
**Total**
**Total**
**Funds**
**Funds**
**Funds**
**Funds**
**£**
**£**
**£**
**£**
4,221
-
4,221
3,380
714
714
372
3,799
3,799
440
130
130
275
30,251
30,251
689
200
200
95
216
-
220| |---|---| ||39,531
-
39,315
5,471| ||-
-
-
1,675
1,675
2,375
785
785
827
4,724
4,724
1,337
1,704
1,704
1,304
2,300
2,300
2,300
73
73
57
-
-
-
5,461
5,461
5,460
424
424
406
1,100
1,100
1,251
751
751
629
820
820
500
984
984
340
781
781
452
-
-
-
-
-
-
-
-
-
-
-
-| ||21,582
-
21,582
17,238| ||17,949
-
17,733
11,767
-
-
-
-
-| ||17,949
-
17,733
11,767
-| ||-
-
-| ||17,949
-
17,733
11,767
-| 5 ## **Halifax Light Opera Society Juniors** |**Balance sheet**
**as at 31 March 2024**
**Fixed assets**
Tangible assets
**Total fixed assets**
**Current assets**
Debtors and prepayments
Cash at bank
**Total current assets**
**Current liabilities**
**amounts due < 1 year**
Creditors and accruals
**Total current liabilities**
**Net current assets**
**Total assets less liabilities**
**Creditors due > 1 year**
**Net assets**
**Funds**
Unrestricted funds
Restricted funds
**Total funds**|**2024**
**2024**
**2024**
**2023**
**Unrestricted**
**Restricted**
**Total**
**Total**
£
£
£
£
-
-
-
-| |---|---| ||-
-
-
-| ||-
-
-
-
39,703
-
39,703
12,785| ||39,703
-
39,703
12,785| ||-
-
-
-| ||-
-
-
-| ||| ||39,703
-
39,703
12,785| ||39,703
-
39,703
12,785| ||-
-
-
-| ||| ||39,703
-
39,703
12,785| ||39,703
-
39,703
12,785
-
-
-
-| ||39,703
-
39,703
12,785| For the year ending 31 March 2024 the charitable company was entitled to exemption from audit under Section 477 of the Companies Act 2006 relating to small companies. The members have not required the charitable company to obtain an audit of its accounts for the year in question in accordance with section 476. The trustees (who also the directors for the purposes of company law) acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of the accounts. These accounts have been prepared in accordance with the provisions applicable to the small companies' regime and with FRS 102 (effective January 2019) 30/01/2026 The financial statements were approved by the board of trustees on…................................. Signed…................................................... (Trustee) Name….........................................Lucy Crabtree 6