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2025-06-30-accounts

THE WEST BRIDGFORD OPERATIC SOCIETY TRUSTEES REPORT AND ANNUAL ACCOUNTS FOR THE PERIOD 17 SEPTEMBER 2024 TO 30 JUNE 2025

THE WEST BRIDGFORD OPERATIC SOCIETY

GOVERNANCE

The society is a registered charity, number 1210075.

At a Extraordinary Members Meeting (EMM) on 26 June 2024, the society agreed to change from an unincorporated charity to a Charitable Incorporated Organisation (CIO). This required the registration of a new charity with CIO status. It was also agreed at the EMM that once the CIO was in place the assets, liabilities and activities of the old charity would be transferred to it and the old charity would be closed down. This report is for the new CIO from 17 September 2024, when its registration took effect, that transfer took place and it took over as the embodiment of the society.

One benefit of becoming a CIO is that the society expects to qualify for Theatre Tax Relief for our staging of Curtains and subsequent shows. The amounts claimable are not yet known so they have not been included in the accounts for this period.

ADDRESS

The West Bridgford Operatic Society 68 Musters Road West Bridgford Nottingham NG2 7PR

TRUSTEES

Judy Atkin (to December 2024) Malcolm Cocking Helen Heeley David Hemington Jill Hemington Lee Horne Diana Ives (from July 2025) Tom Parry (from July 2025) Will Radford (to June 2025) Sarah Shields (to December 2024) Wendy Silver Samantha Thorne (to June 2025)

OBJECTS AND ACTIVITIES OF THE SOCIETY

The objects of the society are the advancement of, and the development of public appreciation of, the dramatic arts by the presentation of public performances, and the advancement of education for the public in the art of drama and in theatre work and skills.

The society engages in a range of activities including staging full-length musical and dramatic works and concerts of assorted musical and dramatic material.

This year the society staged six performances of Curtains at the Squire Performing Arts Centre, Nottingham (18-22 February 2025) and two performances of HMS Pinafore at West Bridgford Baptist Church (13-14 June 2025).

INDEPENDENT EXAMINER

Martin Thomas

THE WEST BRIDGFORD OPERATIC SOCIETY

STATEMENT OF FINANCIAL ACTIVITES PERIOD FROM 17 SEPTEMBER 2024 TO 30 JUNE 2025

Incoming resources
Charitable activities
Subscriptions
Grants
Fundraising
Other income
Total incoming resources
Resources expended
Charitable activities
Fundraising
Total resources expended
6
Net incoming resources before transfers
Gross transfers between funds
Net incoming resources before revaluations
and investment asset disposal
Gains & losses on revaluations of the charity’s
fixed assets
Gains & losses on investment asset revaluations &
disposals
Net movement in funds
Total funds transferred from former
unincorporated charity
Total funds carried forward
Note
Unrestricted
Restricted
Period total
£
£
£
21,459
-
21,459
1,530
-
1,530
-
-
-
825
-
825
517
-
517
24,331
-
24,331
26,847
-
26,847
-
-
-
26,847
-
26,847
(2,516)
-
(2,516)
-
-
-
(2,516)
-
(2,516)
-
-
-
-
-
-
(2,516)
-
(2,516)
23,288
-
23,288
20,772
-
20,772

THE WEST BRIDGFORD OPERATIC SOCIETY

BALANCE SHEET 30 JUNE 2025

Note
Debtors
Bank and cash
Creditors: amounts falling due within one year
Restricted
Unrestricted
The notes on pages 5 form an integral part of these accounts.
Creditors: amounts falling due after more than one year
Fixed assets
Current assets
Current liabilities
Net current assets
Net assets
Charitable funds
Total charitable funds
£
£
£
£
-
-
3,628
3,260
19,630
20,053
23,257
23,313
2,485
25
20,772
23,288
-
-
20,772
23,288
-
-
20,772
23,288
20,772
23,288
17/09/24
30/06/25
£
£
£
£
-
-
3,628
3,260
19,630
20,053
23,257
23,313
2,485
25
20,772
23,288
-
-
20,772
23,288
-
-
20,772
23,288
20,772
23,288
17/09/24
30/06/25
23,288
-
23,288
23,288

These accounts were approved by the Trustees on 8 January 2026 and signed on their behalf by:

David Hemington, Treasurer David Hemington

Lee Horne, Secretary Lee Horne

THE WEST BRIDGFORD OPERATIC SOCIETY

NOTES TO THE ACCOUNTS PERIOD FROM 17 SEPTEMBER 2024 TO 30 JUNE 2025

1 BASIS OF PREPARATION

These accounts have been prepared in accordance with the Accounting Regulations set out under the Charities Act 1993, and with the Charities Statement of Recommended Practice 2005.

2 ACCOUNTING POLICIES

INCOMING RESOURCES

Incoming resources are included in the Statement of Financial Activities (SoFA) when:

Incoming resources and any related expenditure are reported gross in the SoFA.

Grants and donations are only included in the SoFA when the charity has unconditional entitlement to the resources.

Tax reclaims on donations and gifts are included in the SoFA at the same time as the gift to which they relate.

Gifts in kind are accounted for at a reasonable estimate of their value to the charity or the amount actually realised. Gifts in kind for sale or distribution are included in the accounts as gifts only when sold or distributed by the charity.

Donated services and facilities are only included in incoming resources (with an equivalent amount in resources expended) where the benefit to the charity is reasonably quantifiable, measurable and material. The value placed on these resources is the estimated value to the charity of the service or facility received.

Investment income is included in the accounts when receivable.

Investment gains and losses include any gain or loss on the sale of investments and any gain or loss resulting from revaluing investments to market value at the end of the year.

EXPENDITURE AND LIABILITES

Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to pay out resources.

Grants made by the charity are recognised in the accounts when a commitment has been made and there are no conditions to be met relating to the grant which remain in the control of the charity.

ASSETS

Tangible fixed assets for use by the charity are capitalised if they can be used for more than one year and cost at least £500. They are valued at cost or a reasonable value on receipt.

Investments quoted on a recognised stock exchange are valued at market value at the year end. Other investment assets are included at the trustees' best estimate of their market value.

Independent Examiner’s Report

Report to the trustees/
members of
On accounts for the
period ended
Set out on pages
Basis of independent
examiner’s statement
Respective
responsibilities of
trustees and examiner
Independent
examiner's statement
The West Bridgford Operatic Society The West Bridgford Operatic Society The West Bridgford Operatic Society
30 June 2025 Charity no (if any) 1210075
1 to 5
• to prepare accounts which accord with the accounting records and comply with the accounting
requirements of the 1993 Act
have not been met; or
(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of
the accounts to be reached.
(1) which gives me reasonable cause to believe that in, any material respect, the requirements:
• to keep accounting records in accordance with section 41 of the 1993 Act; and
The charity's trustees are responsible for the preparation of the accounts. The charity’s trustees
consider that an audit is not required for this year under section 43(2) of the Charities Act 1993 (the
1993 Act) and that an independent examination is needed.
It is my responsibility to:
• examine the accounts under section 43 of the 1993 Act;
• follow the procedures laid down in the general Directions given by the Charity Commission (under
section 43(7)(b) of the 1993 Act; and
• state whether particular matters have come to my attention.
My examination was carried out in accordance with general Directions given by the Charity
Commission. An examination includes a review of the accounting records kept by the charity and a
comparison of the accounts presented with those records. It also includes consideration of any
unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning
any such matters. The procedures undertaken do not provide all the evidence that would be required
in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’
view and the report is limited to those matters set out in the statement below.
In connection with my examination, no matter has come to my attention:
Signed:
Name:
Relevant professional
qualification or body:
Address:
Martin Thomas 22/10/2025
Martin Thomas
68 Musters Road, West Bridgford, Nottingham, NG2 7PR