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2022-08-31-accounts

BATH OPERA Trustees report to the Charity Commission for the year ending August 2022.

Charity’s name, registration number, address and Trustee names

The name of the Charity is Bath Opera.

The Charity is registered with the Charity Commission under number 1185066 The principal office is Agan Chy, West Hill, Wincanton BA9 9BY The members of the Trustees at the time of writing are:

Charity’s structure, details of how it is managed, including how it recruits trustees

The Charity has a simple constitution in accordance with the requirements of the Charity Commission (available on request). The constitution allows for the dayto-day business to be conducted by the Trustees.

The Trustees are elected at the AGM and any casual vacancies during the year are filled by the Committee.

Charity’s activities and objectives

The Charity’s stated objective in the Constitution is: To advance public education in and appreciation of the art of opera music, in particular but not exclusively by:

The activities in the year comprise a main fully staged performance with full orchestra, a summer fund-raising tour, and a series of other fund-raising and social events.

Report for Year Ending August 22

This financial year has been another successful one for the Company, both artistically and financially.

A venue by venue analysis has been prepared. In nine performances, over 750 seats were sold which is good news, but the Rondo lost money, and Malmesbury Abbey and Rook Lane Chapel only broke even. Next year we will look for fewer (more profitable) venues, a cheaper transport solution and lower lighting costs.

Detailed research and analysis of the extra ticket purchasers established that many of the publicity channels worked as intended: our mailing list is now much larger which will help us for future productions.

• Main show (Eugene Onegin)

Eugene Onegin was a great success under directors Neil Kirkman and Rupert Drury. Neil provides a total service as director, designing and manufacturing the set single handed as well as directing the show. He is having a break from directing for a couple of years to catch up on his bucket list and we shall miss his creativity, hard work and what in business would be referred to as his ‘vertically integrated offering’. Rupert’s infectious enthusiasm as well as his musical ability got the most out of the cast and chorus, and he assembled and tutored a fine orchestra. Rehearsals for Eugene were carried out under remaining Covid restrictions, which meant assembling in sometimes freezing conditions with doors open front and back, and sadly doing without a coffee break, the social part of the meeting. However the show was very well received by the large audiences that came to see it and featured some successful innovations, among which were a dance troupe and of course our ‘fab four’ young singers fresh from the conservatoires. The size of the audience dwarfed all previous productions including Peter Grimes, due in large part to the publicity programme, which has set the bar for future shows, and allowed us to expand our mailing list considerably. The costume team that worked so hard to costume the chorus is also worth a special mention, and reduced the need and expense of hiring.

• Small scale tour (Tosca)

The summer tour was ‘Tosca’, directed by Jane Clark and Peter Blackwood. This was the biggest tour for some time with 9 performances in 7 venues in June and July, including new ones at Malmesbury Abbey and Prior Park College (which reunited us with our old partners the Widcombe Association). We went to the Rook Lane Chapel at Frome for the first time for many years, and performed

again at the previous venues of the Strode Theatre, Street; Memorial Hall, Wincanton; Great Chalfield Manor; and the Rondo. Over 750 people bought tickets for the show. The production was brought up to date by Jane, and the strong cast of Bath Opera regulars was supplemented by Ghiulnara Raileanu from Moldova Opera, who added a different level of quality to the production. The chorus provided a valuable input to the show by recording in advance the ‘Te Deum’ at the end of Act One. The success was marked by the unsolicited plaudits that poured in from opera buffs and opera newbies alike.

• Other events.

The Trustees’ attempts to arrange other events to provide singing activities for the company in between main shows were less successful. Isobel’s wonderful masterclass was much appreciated by those that took part, but aside from them and the Trustees, not one of the company attended, which was a disappointment, not least to Isobel who gave her time for free. Other events were not possible due to lack of support, so maybe we have to conclude that our company is happy to rehearse for shows from September to February, but do not need events in between.

• Honorary Patron Isobel Buchanan and the BOIBA singing contest.

Isobel Buchanan, who has been our Honorary Patron has decided to retire after four years, which she has filled with her enthusiasm and supreme skill, in advising and generously supporting the company. In that time, she has brought prestige to the Company. As well as serving on audition panels and giving masterclasses, she will forever be associated with the Bath Opera Isobel Buchanan singing award (BOIBA) which went from strength to strength, with the last contest competed by 60 applicants nationwide, with a very high standard. We shall miss her and we thank her for all she has done.

• Looking forward

We welcome Alison Paine as our new director for the 2023 main show ‘The Merry Widow’. Alison has a lengthy CV for musicals and plays, but this is her first venture into opera. She has impressed with her vision, planning and hard work. For next summer’s tour, William Stevens will direct for us for the first time, joining Peter Blackwood for Mozart’s ‘The Marriage of Figaro’. Will, a fine musician who directs Cardiff Opera, has sung recently in three versions of ‘Figaro’ and he has very exciting ideas for the setting! Further ahead, the Trustees have asked Dave Key Pugh to direct the 2024 main show and he has asked for advice on what show to direct.

So we have been successful in obtaining new directors and thus far in finding good principals for our operas: however this last is not getting any easier and will continue to present a challenge for the future.

• Trustees

Kathy Adams is not standing for re-election at the 2022 AGM. Our Trustee numbers have been low this year, but we are very pleased that Rod Hunt, Peter

Sutton and Hannah Crisp have allowed their names to go forward for election as Trustees for next year.

Bath Opera - Charity Number 1185066 Accounts for the year to 31st August 2022

Indepe report

Section A Independent Examiner’s Report

Report to the trustees/ members Bath Opera of

Charity On accounts for 31st August 2022 no (if 1185066 the year ended any)

I report to the trustees on my examination of the accoun Trust”) for the year ended 31st August 2022

As the charity trustees of the Trust, you are responsible accounts in accordance with the requirements of the Ch

Responsibilities and basis of report

I report in respect of my examination of the Trust’s acco section 145 of the 2011 Act and in carrying out my exam applicable Directions given by the Charity Commission u Act.

Independent examiner's statement

I have completed my examination. I confirm that no ma my attention in connection with the examination which that in, any material respect:

· the accounts do not accord with the accou

I have no concerns and have come across no other matt examination to which attention should be drawn in orde understanding of the accounts to be reached.

Signed: F J Rabone

Date: 17th September 2022

Name: Judith Rabone

Relevant professional MAAT qualification(s):

Address: 8 Park Road, Henstridge, Templecombe, BA8 0QP

endent examiner's t on the accounts

nts of the above charity (“the

for the preparation of the arities Act 2011 (“the Act”).

unts carried out under mination, I have followed the under section 145(5)(b) of the

aterial matters have come to gives me cause to believe

h section 130 of the Act or

unting records

ters in connection with the r to enable a proper

Charity Name Bath Opera

Receipts and pay For the period Period start date from 1st Sept 2021

Section A Receipts and payments

Unrestricted Restricted funds funds

to the nearest £ to the nearest £

A1 Receipts

----- Start of picture text -----
General 9,029 0
Main Production 19,620 0
Tour Production 11,632 0
BOIBA 3,284
Sundry 0 0
Interest 0 0
0 0
0 0
Sub total (Gross income for AR) 43,564 0
A2 Asset and investment sales,
(see table).
0
0 0
Sub total 0 0
Total receipts 43,564 0
A3 Payments
General 1,729 0
Main Production 22,571 0
Tour Production 8,752
BOIBA 1,990
Sundry 0
0
0 0
0 0
0 0
Sub total 35,042 0
----- End of picture text -----

----- Start of picture text -----
A4 Asset and investment
purchases, (see table)
0
0 0
Sub total 0 0
Total payments 35,042 0
Net of receipts/(payments) 8,522 0
A5 Transfers between funds -1,293 1,293
A6 Cash funds last year end 10,835 1,625
----- End of picture text -----

Cash funds this year en

Section B Statement of assets and liabilities at the

Categories

Details

B1 Cash funds

Current Account

Total cash funds

(agree balances with receipts and payments account(s))

Details

B2 Other monetary assets

Details

B3 Investment assets

Details

B4 Assets retained for the charity’s own use

Modular flats Clothes rail

Details

B5 Liabilities

Accounts Examiner

Signed by one or two trustees on behalf of all the trustees Signature

No (if any) 1185066

yments accounts

Period end date 31st Aug 2022

To

CC16a

Endowment funds

to the nearest £

Total funds Last year

to the nearest £ to the nearest £

----- Start of picture text -----
0 9,029 4,080
0 19,620 90
0 11,632 6,755
0 3,284 0
0 0 0
0 0 0
0 0 0
0 0 0
0 43,564 10,925
----- End of picture text -----

----- Start of picture text -----
0 0
0 0 0
0 0 0
0 43,564 10,925
0 1,729 3,320
0 22,571 19,284
0 8,752 1,159
0 1,990 1,757
0 0 50
0 0 0
0 0 0
0 0 0
0 0 0
0 35,042 25,570
----- End of picture text -----

----- Start of picture text -----
0 0
0 0
0 0 0
0 35,042 25,570
0 8,522 -14,645
0 0 0
0 12,460 14,723
----- End of picture text -----

end of the period

----- Start of picture text -----
Unrestricted Restricted funds Endowment
funds funds
to nearest £ to nearest £ to nearest £
18,064 2,918 0
0 0 0
0 0 0
18,064 2,918 0
OK OK OK
Unrestricted Restricted funds Endowment
funds funds
to nearest £ to nearest £ to nearest £
- -
- -
- - -
- - -
- - -
- - -
Fund to which asset Current value
Cost (optional)
belongs (optional)
- -
- -
- -
- -
- -
Fund to which asset Current value
Cost (optional)
belongs (optional)
Unrestricted - -
Unrestricted -
- -
- -
- -
- -
- -
- -
- -
Fund to which Amount due When due
liability relates (optional) (optional)
Unrestricted 125.00
----- End of picture text -----

-

----- Start of picture text -----
Print Name Date of approval
----- End of picture text -----

Bath Opera - Charity Number 1185066

General Profit and Loss Account

for the year ended 31st August 2022

Income
Members
Patrons and Friends
Gift Aid
Fundraising and Donations
Rafe
Cofee
BOIBA
Insurance claim for lost fat
D Wright Project
Sundry
Total
Expenditure
Insurance
Audit
Website
NODA membership
RevoArt
Loss of fats asset
Sundry
Depreciation of fats
Total
Proft on General Account
2022
3,905.00
625.00
1,587.50
120.00
0.00
0.00
0.00
0.00
6,237.50
270.61
125.00
806.02
185.00
0.00
0.00
367.00
424.97
2,178.60
£4,058.90
2021
680.00
875.00
579.15
1,532.00
0.00
0.00
0.00
651.20
600.00
0.00
344.15
100.00
-120.00
117.00
883.99
651.20
30.00
424.97

4,917.35 2.431.31 £2,486.04

Bath Opera - Charity Number 1185066

Main Show Profit and Loss Account

Eugene Onegin
Income
Ticket Sales
15,545.00
Young Artist Fund
1.00
Programme Sales
745.00
Audition Fees
90.00
Proft on Bar
600.76
Rafe
163.00
Grants
1,200.00
Orchestra Appeal
1,365.00
Sponsors
Total
19,709.76
Expenditure
Orchestra
7,005.00
Musical Director
2,250.00
Repetiteurs
1,500.00
Set Materials and Costumes
2,097.33
Hall & Theatre Hire
3,420.00
Lighting
2,923.80
Performing Rights & scores
591.70
Advertising and Flyers
1,017.88
Hire Stands
134.55
Hire of Staging
Printing and Stationery
325.00
Stage Crew
Ticket Agent Commission
1,051.40
Bar Licence & Stock
21.00
Coach hire
95.00
Miscellaneous
138.39
Total
22,571.05
-£2,861.29
Proft /Loss on Main show
Faust - No Sh
7,624.60
191.00
0
541.99
258.00
1,000.00
500.00
5,356.00
1,750.00
1,873.00
1,162.79
3,800.86
2,215.04
557.34
449.89
116.73
0.00
875.36
0.00
365.10
131.00
41.25

iow in 2021 10,115.59 18,694.36 -8,578.77

Bath Opera - Charity Number 1185066

Tour show Profit and Loss Account

Income
Ticket Sales
Programme Sales
Rafe
Food and Drink
Grants & Sponsorship
Audition fees
Total
Expenditure
Musical Director
Set, Costumes and Make-up
Lighting and Sound
Piano Hire
Rehearsal Hire
Advertising
Printing and Publicity
Theatre Hire
Travel
Miscellaneous
Total
Proft /Losson Tour
Tosca
10,271.56
589.00
104.00
327.20
250.00
90.00
11,631.76
1,000.00
728.54
2,573.12
678.00
625.00
0.00
129.43
1,430.02
1,519.96
68.09
8,752.16
2,879.60
Barber
6,897.70
464.80
190.00
167.32
1,483.00
0.00
1,040.00
920.99
1,083.04
775.00
672.06
0.00
192.54
1,012.00
770.57
0.00

9,202.82 6,466.20 2,736.62

Bath Opera - Charity Number 1185066 BOIBA Fund

BOIBA Fund Balance B/Fwd
Income
Entry fees
Sponsorships & Donations
Ticket sales
Programme sales
Total
Expenditure
Prizes
Expenses
Total
BOIBA Fund Balance C/Fwd
1624.51 as at 31 Aug 2021
1,219.72
1,750.00
314.00
3,283.72
1,545.48
444.97
1,990.45
2,917.78 as at 31 Aug 2022

Bath Opera - Charity Number 1185066

Balance Sheet as at 31st August 2022

2022 Notes
Fixed assets
Modular frames 4,671.52 1
Bar stock
Total fxed assets 4,671.52
Current assets
Cash at bank 20,982.10
Debtors 2
Prepaid expenses (main prodn) 445.00
Total current assets 21,427.10
Current liabilities
Creditors 0.00
Accrued income (Onegin Auditions) 0.00
Accruals 125.00 2
125.00
Net current assets 21,302.10
Total assets less total liabilites 25,973.62
Financed by
Balances at start of FY 20,482.94
Movement on BOIBA Fund 1,293.27
Prior year 120.20
Proft on general account 4,058.90
Proft / Loss on main show -2,861.29
Proft / Loss on tour 2,879.60
Interest received
25,973.62

Notes to the Accounts

1 Assets

The flats are depreciated to write off their value over 15 years.

sets
fats are depreciated to write of
their value over 15 years.
Cost at 1st September 2021
Additions
Disposals
Cost at 31st August 2022
Depreciation at 1st Sep 2021
Charge for year
Depreciation at 31st Aug 2022
Net Book Value at 1st Sep 2021
Net Book Value at 31st Aug 2022
Flats & Rails
Total
6,374.55
6,374.55
0.00
0.00
6,374.55
0.00
6,374.55
1,278.06
0.00
1,278.06
424.97
0.00
424.97
1,703.03
0.00
1,703.03
5,096.49
0.00
5,096.49
4,671.52
0.00
4,671.52

2 Accruals

cruals
Accounts Examination £125.00
£125.00

2021

5,096.49 0.00 5,096.49

12,459.60 3,026.85 0.00 15,486.45 0.00 0.00 100.00 100.00 15,386.45 20,482.94

13,273.71 1,624.51 272.06 2,486.04 90.00 2,736.62

20,482.94

Bath Opera - Charity Number 1185066 Accounts for the year to 31st August 2022

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members o Bath Opera On accounts for the year ended Charlty no(1 any) 31st August 2022 1185066 I report to the trustees on my examination of the accounts of the above Charlty (-the Trust.) for the year ended 31 st August 2022 As the tharlty trustees of the Twst, you are responsible for the preparation of the a￿ount$ in accordance viith the requirements of the Charities Act 2011 (Ihe Act"). Responsibilities and basls of rnport l ￿pOrt in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying OLrt my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5)(b) of the Act. Independent examlnerfs statement I have completed my examination. I confim that no material matters have ¢ome to my attention in connection V￿th the examination which gives me cause to believe that in, any material respeGt: accounting records were not kept in a¢cordan¢e with se¢tion 130 of the Act or the accounts do not accord with the accounting re¢ords I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. 17th September 2022 Name: Judith Rabone Relevant professional qualification(s): MA4T Addros8: 8 Park Road, Henstridge, Temple￿rnbe, BA8 OQP

1185006 Receipts and payments accounts CC16a For th? perfod To 1st Se t 2021 31St￿9 2022 Section A Receipts and payments Unr•stri¢t¢d funds ErKlowment funds funds Total funds Last year to tho n•&r•Bt£ A1 Rec•lpts Genu81 Main PrcNILLCrt) T(￿[ Pro¥Ju( BOIBA Sundry 992 19,620 11,542 6.992 19.62 11,$42 6,7SS Sub total{Gross income for ARJ 10,923 A2 Agget and In¥•slm•nt sales, (see tabl61. Sub total Total rKwpts 43.437 43A37 10,926 •nts Genefal Main Tour ProduL*o BOIBA Svndry 1,fj02 22,571 8.7S2 3,320 19,284 22,571 8,752 1,797 Sub total 34.91S 25,570 A4 A¥set And Investrnent urChas￿.{8#Q tsble Sub totsl Totsl payments 34.915 34,915 25.$70 Not of rKelpts/fpayments) A5 Transfers bth••n funds A6 Cash ￿n￿# last year •nd Cash funds thls year end 8.522 -1,293 10,835 8,522 -14.645 1293 1,625 11460 20,982 14,723 9,180 CCXX R3 accounts ISSI 2710912022

Section B Statement of assets and liabilities at the end of the period Un￿¥t￿Cted lund$ ton￿￿£ Restricted lund$ to nthrwt£ Endowment funds to nm18￿£ Categories Detai B1 Cash fund• I8.￿4 1918 Total cash funds 18, 2.91 Unr•8trletsd fun08 to rbr¥tst£ Rostrlctvd funds to ngarest£ Endowment funds to wrest£ Details FurHI to which CuThontvalug nal Details Cost loptioMII B3 Inv••tm•nt ass•ts Fuodto whkh Cuirnrrtvalu8 on•1 DetaFIs 84 Assets retsined for tho charfty's ¢)wn u86 FUMI to bkh *thount duo 0￿1 Whon duo on41 Details B6 Li•bilitieg 1251XI SwJned by one or tru$t••s on b&haKol all thè trusteès S￿jnatUr9 Pmnt Name Date of roval CCXX R4 accounts ISSI

Bath Opera - Charity Number 1185066 General Profit and Loss Account for the year ended 31st August 2022 2022 2021 Income Members Patrons and Friends Gift Ald FLtndraising and Donations Raffle Coffee BOIBA Insurance claim for lost flat O Wright Project Sundry 3.995.00 625.00 1.587.50 120.00 680.00 875.00 579.15 1.532.00 651.20 600.00 o.oo Total 6.327.50 4.917.35 Expendlture Insurance Audit Website NODA membership RevoArt Loss of flats asset Sundry Depreciation of flats 270.61 125.00 806.02 185.CK) 344.15 loo.00 -120 00 117. 883.99 651.20 30.00 424.97 240.tyj 424.97 Total 2,051.60 2,431.31 Profit on General Account £4,275.90 £2,486.04

Bath Opera - Charity Number 1185066 Main Show Profit and Loss Account Eugene Onegin Faust- No Show in 2021 Income Ticket Sales Young Artist Fund Programme Sale5 Audition Fees Profit on Bar Raffle Grants Orchestra Appeal Sponsors 15.545.00 201.00 745.00 7.624.60 191. 600.76 163.1)) 1,000.00 1,365.CN) 541.99 258.00 I,ocNJ.00 5C(J.00 Total 19.709.76 10.115.59 Expenditure Orchestra Musical Dirertor Repetiteurs Set Materials and Costumes Hall & Theatre Hire Lighting Performing Rights & scores Advertising and Flyers Hire Stands Hire of Staging Printing and Stationery Stage Crew ricket Agent Commission Bar Licence & Stock Coach hire Miscellaneous 7,(K15.00 2.250.00 1.500. 2,097.33 3,420.(X) 2,923.80 591.70 1.017.88 134.55 5,356.LNJ 1.750.C 1.873.00 1,162.79 3.800.86 2,215.04 557.34 449.89 116.73 325.QMJ 875.36 1,051.40 21.00 95.00 138.39 365.10 131.00 41.25 Total 22,571.05 18,694.36 Profit / Loss on Main show -£2,861.29 -8,578.77

Bath Opera - Charity Number 1185066 Tour show Profit and Loss Account Tosca Barber Income ricket Sales Programme Sales Raffle Food and Drlnk Grants & Sponsorship Audition fees 10.271.56 589.00 104.00 327.20 250.00 6,897.70 464.80 190.00 167.32 1.483.00 Total 11.541.76 9.202.82 Expendlture Musical Dirertor Set, Costumes and Props Lighting and Sound Piano Hire Rehearsal Hire Advertising Printing and Publlclty Theatre Hire Travel Miscellaneous I,0￿.00 728.54 2.573.12 678.CM) 625.LK) 1,040.00 920.99 1.083.04 775.00 672.06 0.00 192.54 1.012.00 770.57 0.00 129.43 1,430.02 1,519.96 68.09 Total 8.752.16 6,466.20 Profit / Loss on Tour 2,789.60 2,736.62

Bath Opera - Charity Number 1185066 BOIBA Fund BOIBA Fund Balance B/Fwd Intome Entry fees Sponsorships & Donations Ticket sales Programme sales Total Expenditure Prizes Expenses 1624.51 as at 31 Aug 2021 1.219.72 1.750.00 314.CK) 3.283.72 1,545.48 444.97 Total 1.990.45 801BA Fund Balance C/Fwd 2,917.78 as at 31 Aug 2022

Bath Opera - Charity Number 1185066 Balance Sheet as at 31st August 2022 2022 Notes 2021 Fixed a55ets Modular frames Bar stock Total fixed assets 4,671.52 5.096.49 0.00 4,671.52 5,096.49 Current a55ets Cash at bank Debtors Prepaid expenses {main prodn) Deferred income Total current assets 21.109.10 12,459.60 3,026.85 520.IJ) 21.629.10 15,486.45 Current Ilablllties Creditors Deferred income Ionegin Auditions) Deferred income (Patron) Accruèls 0.00 90.00 0.00 loo.00 75.1J) 125.C(I 200.IXI 21,429.10 190.00 15,296.45 Net current assets Total a55ets less totsl liabilites 26.100.62 20,392.94 Yinanced by Balances at stsrt of FY Movement on BOIBA Fund Prior year Profit on general account Profit / Loss on main show Profit / L05s on tour Interest received 20.392.94 1.293.27 210.20 4.275.90 -2,861.29 2,789.60 13.273.71 1.624.51 272.06 2,486.04 2,736.62 26,1(K1.62 20,392.94

Notes to the Accounts l Assets The flats are depreciated to write off their value over 15 years. Flats & Rails 6.374.55 Total 6,374.55 Cost at 1st September 2021 Additions Disposals Cost at 31st August 2022 6.374.55 6.374.55 Depreclation at 1st Sep 2021 Charge for year Depreciation at 31st Aug 2022 Net Book Value at 1st Sep 2021 Net Book Value at 31stAug 2022 1.278.06 424.97 1.278.06 424.97 1.703.03 1.703.03 5.096.49 5,096.49 4.671.52 4.671.52 2 Prepayments Merry Widow Licence Deposit Merry Widow audition fee £5LIJ.00 E20.00 £520.00 3 Accruals Accounts Examination £125. £125.(h)