Trustees, Annual Report for Halifax Light Opera Society Juniors Charlty No 1184294 For the period 1st April 2024 to 31" March 2025 Objecllvès and Actlvftles As an amateur dramatics souety, Halifax Light Opera Society Juniors (HLOSJ) gives 8 to 18-year olds in Halifax and surrounding areas opportuniiies to be on stage. help backstage, improve their acting, singing and dancing skills, boost their corffidenc%, make lrffrlong friends arvj have fun. We perform an annual musical, Smaller corKXrts and use workshops lo engage and develop their capabilities and ski115 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 Spotlighv for the third year running. We chose a selection of monologues to suit the 'Too Cool for School. theme for the children to select which they wanted to perforyn. Our judgirYJ panel comprised of three people who are connected to the so(aety. and as we have done so in the past, we invited one of our trustees to join the panel. The trustees engaged directly wilh our members and family and friend5 and had the opportunty to attend as audience members for the competition. The byinner was awarded the trophy, yhich is given back to the sooety by the previous Winner each year together with a ￿rtificate for them lo keep and the runner up was also awarded a ￿rtifICate. Our trophy is kindty sponsored by Lois Swales, our late trustee, who sadty passed away in Decembet 2024. Calderdale's year of Culture was 2024 and the SoGiety were invited to perform as part of the Culturedale Projert at the Westgate Arcade in Halrfax on 13th April 2024. The Junicjrs, perfomed a selection of nurnbers from th8 annual production of Chitty Chitty Bar¥J Bang Jr that were tweaked to work with the outdoor space and in line with the Flashmb * of perf0rrnan￿. It was a very effectpie way of perfoming within our local communty and showcasing our talented Juniors. It was well received by spectators. During the summer, the committee commenced the organisation of the Juniors, Jubilation 50m Celebration Ball which was set to take place on 14 Jun8 2025 to comrnemorate 50 years of our Society. We also arranged for merchandise by way of pens and tote bags to be printed wilh our unique 50 celebration logo arKI sold throLMJhout 2024-2025 in honour of the ￿lebratOry year and to raise funds for the Sociaty. The Committee wanted to make the year special for all who are ¢urrently involved as well as those who have been members arKI volunteers over Ihe past 50 years. We began rehearsing for our Febru￿ 2025 productton of Oliverl in Septembw 2024. The Society were pleased to welcome a new record number of auditionees although this did lead to a difficult deliberation following the audition day. wilh lots of children being disappointed that they were not able to take part in our anniversary production. The So¢iety is considering how it can widen the opportunities for those who are not successful at gaining a place in the annual produC￿n, to help them build Skills, make friends and keep connected to the Society in the hope wll buikl confidence to audition again in future years. The tickets for our anniversary production of Oliver! which was selected to honour first musical that the Sooety perfomied back in 1975. all sold out in advance of show week. The current members sang carols at a local WorkirKJ Men's Club during the Christmas periods to raise funds for the Society. Through all of this. the Trustees have had due regard to vthat the &xiety has been doing and how it is of public benefft to th8 children involved and the communty it is located in. Achlevements and Perfomiance From the society's fomiation, we have conslstentty had young mernbers who go on to pursue professional arts careers. We were the first in the area to fom a juniors 4e range society, and from our exampl8 other societies were set up across the Country which led to the NODA listing junior societies under lis umbrella. HLOSJ were one of the first junior societies accept8d by NODA nationalFy, and have been since 1976. In May 2025 vjè were delighted to have been hor￿ured with Ihe Councillorfs Youth Award for the NODA North East Region for our production of Chrtty Chrtty Ban9 BarKJ Jr, February 2024. The presti9iOUS award is presented to a society whose perforniance left a lasting impression on the Councillor. It is not just about being the best show but rather about the overall production that made the Councillor think, Vlow- that was good theatre.. It is an accolade grven to a produth.on that isn't quTrd(ty forgotten and one that overcame various challenges. either during rehearsals or the show itself. One of our greatest achievements is happy arKI confident young people. Whether it is helping them build their confidence in their school lrfe. to pursue arts careers or enjoying a lrfets'me of amateur dramatics. young people who have gained from the soaety have now come back ar¥J are co1￿1but1ryj to its future. The parent of one of our members saKI the following: °My daughterbecame ￿vOlved Mth HLOSJ forthe first time this yearafter watching her fiiend appearin the 2024 production of Chilty Chilty Baw Bang. Her fiierny had such a positive experience, and my daughler loved the perfornian￿ so much. that she also wanted to l)ecome involved. Fnvn the very first open event for Oliver, to the after show paty. my daughter has had such an amazing expenence. The volunteers who run this society are completety chiAI cent￿. My daughter was made to feel so welcom8 8nd soon soothed her 9 year old nervesl She has leamt so much and found a group of like-minded friends. She even Sa￿ hersdf i've found my people,. As a parent I was so proud to see her up on stage a5 part of such a fantastic prcxluction and would not hesitate for her to be invofved in the future. In an increasingty online world HLOSJ gKves my daughter an outlet for her pa￿lon for singing and dancing with othèryoungpeople. I cannot speak more hAJhfy of this an7azing group. l also enjoyed being involved as a parent, S811ing programmes before sh(Jvs ... the exciting atmosphere created on show nights is r98ty qurfe infechiwsft" One of our members saKI the follo¥*ryng: °Afthough I had onty done 4 shows while at HLOSJ. rt has ￿pated some memories I will cherish for the rest of my life and has gNan ma morn ConfrtIen￿ than l ever knew I had." Financlal Rèview The charity's financial po*tion at the erKI of Ihe period is positive. For the purposes of the profftabilty of Oliver! Alone, although this is not obwous from the CC18a this was £2,990.93. This will ensure we can continue to run the society and continue to serve our local community of children and young peO￿e vtho are passionate al)out the arts. The income this year is inflated by the ticket sales frwi our s￿ ce￿ratIon Ball which took place in Junè 2025. as most of the outgoings for the ball had not been paid out at the dose of the last commission year whilst the majority of the ticket income had been received. Unfortunately, two significant people within the Society passed away in 2024. Their families generously donated considerable funds for the benefrt of their Society in their memory which is eVIden￿d in the donations section. Their contributions Vlill be used for additional initiatives over the coming year that we would not have otherwise had the abilrty lo fund for our young members. Our reswves ensure we have sufficth funds at our disposal lo offset any unforeseen circumstan￿8 in which a show cannot take place 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 the projected budget for the year to protect any necessary experKliture and VR keep SLrfficient reserves in a separate deposit account from our running account for produL*ions to ensuwe all payments are covered in the event of shows not being able to be uThJertaken. We are confident that the society is in a strong position. and aim to maintain this and continue to produce annual shows that return a profft that can then be used for other activities and initiatives for our members. We look forward to our next pr(xluction arKI keeping member5 engaged. Structure, Governance and hlanagoment HLOSJ is governed by a Foundaticm Model constituti￿ as a Charitable In￿rporated Organisation. In our Trustee sel8Ction methDJs refer to the charrtls IYM) guidance with regard to additional Trust8es. Roferenco and Adminislrallv• d•tall Charty Name: Halrfax L￿ht Opera Soaety Juniors Other name the charity uses: HLOSJ. HLOS Juniors Registered Charity number. 1184294 Charivs principal address: 8 Rhodesia Avenue. Halifax. HX3 OPB Narnes of the Gharity trustees rnan￿e the dwrity: TRUSTEE NAME i Anthon John Francis Lon Mar aret Lois Swales Ste hen Ra nor Jamieson Maril n Mitchdl lan Smilh OFFICE DATES ACTED IF NOT FOR A WHOLE YEAR Until 1￿ Jul 2024 Until 10" December 2024 Chair From 13th Ma 2024 Declarations The trustees declare that they have approved the trustees. report above Signed by the Chair Full name . Stephen Rayr￿r Jamieson Date: 15 02( Slgned on behalf of the cha . Trustees Ful names(sj: Kate Wardman Posilion: Secretary ||**Halifax Light Opera Society Juniors**

**Charity Name**|**Halifax Light Opera Society Juniors**

**Charity Name**|**Halifax Light Opera Society Juniors**

**Charity Name**|**Halifax Light Opera Society Juniors**

**Charity Name**|**CC16a**| |---|---|---|---|---|---| ||**For the period**
**from**|01/04/2024
Period start date|**To**||| ||||||| |**Section A Receipts and payments**|||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**3,574.00**
**895.00**
**2,216.00**
**2,146.14**
**3,465.00**
**20,753.91**
**45.00**

**33,095.05**
**-**
**-**
**-**
**33,095**
**5,004.00**
**3,040.00**
**274.84**
**774.02**
**1,669.80**
**3,200.00**
**41.48**
**177.49**
**5,134.96**
**447.11**
**1,300.00**
**656.62**
**793.00**
**792.13**
**1,191.00**
**2,900.00**
**85.85**
**252.04**
**200.00**
**27,934.34**
**-**
**-**
**-**
**27,934**
**5,161**
**-**
**-**
**5,161**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**
**3,574.00**
**895.00**
**2,216.00**
**2,146.14**
**3,465.00**
**20,753.91**
**45.00**
**33,095.05**
**-**
**-**
**-**
**33,095**
**5,004.00**
**3,040.00**
**274.84**
**774.02**
**1,669.80**
**3,200.00**
**41.48**
**177.49**
**5,134.96**
**447.11**
**1,300.00**
**656.62**
**793.00**
**792.13**
**1,191.00**
**2,900.00**
**85.85**
**252.04**
**200.00**
**27,934.34**
**-**
**-**
**-**
**27,934**
**5,161**|**Last year**
**to the nearest £**| |Subscriptions(monologue & show)|**3,574.00**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**-**| |Merchandise & tshirt/hoodies|**895.00**||||**-**| |Programme & raffle|**2,216.00**||||**-**| |Donations|**2,146.14**||||**-**| |Ticket sales - Ball|**3,465.00**||||**-**| |Ticket sales - Oliver|**20,753.91**||||**-**| |Miscellaneous|**45.00**||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|
**33,095.05**||||**-**| ||||||| |**A2 Asset and investment sales,**
**(see table).**|||||| ||**-**||**-**
**-**
**-**||| ||**-**||||**-**| |**_Sub total_**|**-**||||**-**| |**_Total receipts_**
**A3 Payments**|||||| ||||**-**||**-**| ||||||| |
Theatre cost|**5,004.00**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**-**| |Rehearsal space & room hire|**3,040.00**||||**-**| |Costumes|**274.84**||||**-**| |Set|**774.02**||||**-**| |Lighting|**1,669.80**||||**-**| |Sound|**3,200.00**||||**-**| |Make up|**41.48**||||**-**| |Props|**177.49**||||| |Rights & royalties|**5,134.96**||||**-**| |Insurance|**447.11**||||| |Production team|**1,300.00**||||| |Marketing|**656.62**||||| |Programme & raffle|**793.00**||||| |Miscellaneous|**792.13**||||| |Merchandise & tshirt/hoodies|**1,191.00**||||| |Bands|**2,900.00**||||| |Bank charges|**85.85**||||| |Crew costs &postage|**252.04**||||| |Donations|**200.00**||||| |**_Sub total_ **|**27,934.34**||||**-**| ||||||| |**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_**|||||| ||||**-**||**-**| ||||||| ||**5,161**||
**-**||**-**| ||**-**||**-**
**-**|**-**
**-**|**-**| ||**-**||||**-**| ||**5,161**||
**-**|**5,161**|**-**| CCXX R1 accounts (SS) 17/08/2025 1 ## **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 £**
**26,886.31**
**-**
**8,943**
**-**
**-**
**-**
**35,829.31**
**-**
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) 17/08/2025 2 ## **Halifax Light Opera Society Juniors** Charity number 1184294 Company Number: CE018122 **Annual Report and Financial Statements for the year ended 31 March 2025** ## **Halifax Light Opera Society Juniors** ## **Annual Report and Financial Statements** ## **for the year ended 31 March 2025** |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 2025** ## **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 2025** ## **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 £5,161 (2024- surplus £17,948.) 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 2025, 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 2025** |**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**|**2025**
**2025**
**2025**
**2024**
**Unrestricted**
**Restricted**
**Total**
**Total**
**Funds**
**Funds**
**Funds**
**Funds**
**£**
**£**
**£**
**£**
3,574
-
3,574
4,221
895
895
714
2,216
2,216
3,799
2,146
2,146
130
24,219
24,219
30,251
45
45
200
-
-
216| |---|---| ||33,095
-
33,095
39,531| ||5,004
5,004
-
3,040
3,040
1,675
275
275
785
774
774
4,724
1,670
1,670
1,704
3,200
3,200
2,300
41
41
73
177
177
-
5,135
5,135
5,461
447
447
424
1,300
1,300
1,100
657
657
751
793
793
820
792
792
984
1,191
1,191
781
2,900
2,900
-
86
86
-
252
252
-
200
200
-| ||27,934
-
27,934
21,582| ||5,161
-
5,161
17,949
-
-
-
-| ||5,161
-
5,161
17,949| ||-
-
-| ||5,161
-
5,161
17,949| 5 ## **Halifax Light Opera Society Juniors** |**Balance sheet**
**as at 31 March 2025**
**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**|**2025**
**2025**
**2025**
**2024**
**Unrestricted**
**Restricted**
**Total**
**Total**
£
£
£
£
-
-
-
-| |---|---| ||-
-
-
-| ||-
-
-
-
35,829
-
35,829
39,703| ||35,829
-
35,829
39,703| ||-
-
-
-| ||-
-
-
-| ||| ||35,829
-
35,829
39,703| ||35,829
-
35,829
39,703| ||-
-
-
-| ||| ||35,829
-
35,829
39,703| ||35,829
-
35,829
39,703
-
-
-
-| ||35,829
-
35,829
39,703| For the year ending 31 March 2025 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) Lucy Crabtree Name…......................................... 6