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2023-09-30-accounts

Trustees Annual Report (TAR) for Period 1 October 2022 to 30 September 2023

Reference and Administrative Information

Charity Name: Bristol Opera Company

Working Name: Bristol Opera

Registered Charity Number: 258553

Website: http://www.bristolopera.co.uk

Charity’s Principal Office Address as at 15 July 2025:

36 Dirac Road Ashley Down: Bristol BS7 9LP

Charity’s Principal Office Address during TAR Period 1 October 2022 to 30 September 2023:

39 Canford Lane

Bristol BS9 3DQ

Charity Trustees as at 15 July 2025:

Gary Richard Andrews Vice-Chair – currently fulfilling the duties of Chair Dr. Steven John Harris Chair – currently on leave of absence due to illness Lee James Hall Treasurer – appointed at AGM 19 October 2023 Sue Tansey Secretary Katharine Clare Billington Membership Secretary Charlotte Monk Secretary to the Friends of Bristol Opera Abigail Elizabeth Rogers Publicity / Social Media Robert Aarons Chorus Representative Mary Helen Cummings Social Secretary Dr. Anna Maria Woods Ex-Treasurer – stepped down at AGM 19 October 2023

Charity Trustees during the TAR Period 1 October 2022 to 30 September 2023
Dr. Steven John Harris Acting Chair
Gary Richard Andrews Acting Vice-Chair and Website manager
Dr. Anna Maria Woods Treasurer
Kathryn Harris Secretary
Katharine Clare Billington Membership Secretary
Charlotte Monk Secretary to the Friends of Bristol Opera
Robert Aarons Chorus Representative
Veronica Lois Lander Social Secretary

Structure, Governance and Management

Charity Structure: Unincorporated charitable association

Governance: Constitution as amended on the 14[th ] September 1973, as amended 20 May 1993, as amended 3 September 1998, as amended 6 October 2022

Management

Charity Membership : Our members pay an annual subscription at the appropriate rate, to sing in rehearsals, and perform in opera productions and concerts.

Trustee Selection method : Trustees are appointed or reappointed every year, at the Annual General Meeting (AGM), which typically take place in October.

No person receiving any form of remuneration from the Charity may be a trustee.

A Musical Director and Producer are appointed each year at the AGM. The Musical Director receives a modest fee and is therefore not a trustee.

Regular committee meetings of trustees, Musical Director and Producer are held online via Zoom. Between meetings, daily communications happen via email and the Committee WhatsApp group.

Financial Management:

Our bank account has as least three signatories on the mandate, including The Chair, Treasurer and Membership Secretary. Every payment transaction must be signed by two people.

Receipts and payments accounts are prepared each year by the Treasurer and presented to our members at the AGM.

Objectives and Activities

Objectives: The object of the charity is to educate the public in the art of opera.

Activities: Founded in 1923, Bristol Opera is accessible opera, created by and for the people of Bristol. Every Spring we present a fully-staged opera, followed by a smaller-scale, opera-themed concert in Summer. Past shows are listed on our website http://www.bristolopera.co.uk In recent years, we have won three Rose Bowl awards ( Eugene Onegin 2009 , Pearl Fishers 2010 , The Vampire 2012 ), the Wilfred Roe Trophy for Chorus Singing ( Eugene Onegin ) and three times, the National Operatic and Dramatic Society (NODA South West) Gerry Branton Award for Best Operatic Production ( Flying Dutchman 2014, Cavalleria Rusticana & Il Campanello di Notte 2016 and Carmen 2017.

The charity trustees have complied with the duty in section 4 of the 2006 Act to have due regard to guidance on public benefit published by the Commission.

Achievements

Our fully-staged production this year was La Traviata, by Giuseppe Verdi. 15-18 February 2023, at the MacKinnon Theatre, 1532 Performing Arts Centre, Bristol Grammar School, Elton Rd., BS8 1SJ. Performing were 11 principal singers, 23 chorus, and 13 instrumentalists, conducted by Arne Kovac, our Musical Director since 2005. Arne has built up an orchestra pool of fabulous, local musicians, many of whom return every year. Our Producer / Stage Director was Charlotte Monk, a stalwart member since 1985, who has directed 11 operas since her 2009 debut with our double award-winning Eugene Onegin . Arne sourced a lush reduced orchestration by Francis Griffin

(https://www.reducedoperaorchestrations.info/la-traviata) and we used a new English translation of the libretto by our multi-talented member, the late Graham Billing, who played Josef and sang tenor chorus too. The production was a great success – we did 4 nights instead of the usual 3, sold ~523 tickets totalling £9,010 sales and got very positive audience feedback. Our two Violletas, Jennifer Walker and Rebecca de Coverly Veale, gave outstanding vocal performances, and lead tenor John

Haque had great stage presence and emotional connection. John was so generous with his time, travelling from Sweden to rehearse and perform with us. Our chorus really brought the party to life, with exciting, clear-voiced singing. As always, we’re very grateful to our enthusiastic team of set builders, costume makers, stage crew and front of house people.

To celebrate our Centenary, we held a blockbuster concert, 24 June 2023, under the wings of Concorde, at Aerospace Bristol, Hayes Way, Bristol BS34 5BZ. Audience members arriving early were able to board Concorde too! Usually, concerts are small-scale compared with the main production, but this just grew and grew, once our planning team - Gary Andrews, Rob Aarons, Kath Billington, Charlotte Monk and Susan Weaver (Life Member and ex-Chair 2013-2020) - got to work. In early 2022, we commissioned a new opera, Fish by local composer Joel Baldwin (https://www.joelbaldwin.com/), based on the life of Bristol-born cartoonist and illustrator Anne Harriet Fish, to premier at our concert and herald in the next phase in the life of Bristol Opera. We engaged bass William Stevens (https://wno.org.uk/profle/william-stevens), who most recently sang Dulcamare in our 2022 production of L’Eliisir d’amore , as guest conductor and rehearsal repetiteur for Fish. Meanwhile, Arne devised and rehearsed a dazzling programme of opera choruses and arias, showcasing out hits over the years. We invited past members and soloists to join us, as well as our President, professional baritone Andrew Shore (https://www.bristol.ac.uk/alumni/our-alumni/honorary-degrees/honorarygraduates/2014/shore.html) who came and sang the role of Omar Kaayham in Fish . Altogether, 50 singers, a 35-strong orchestra, and a sellout audience of 312 people made it a magical and memorable night.

In terms of Income and Expenditure, the Centenary concert was highly atypical. Concert income of £12,843 was very high compared with the 2022 concert income of £1,523. This was due to:-

Similarly, concert total expenditure of £11,078 was high compared to £2,688 spent on the 2022 concert. This was mainly due to:-

Overall, our Centenary concert made a gain of £1,764.85 and the Year End Result was a gain of £1,283.54, so we had a successful year, both musically and financially.

Financial Review

Reserves Policy: There is no policy on reserves in place. Informally, we aim to maintain a bank balance greater than £15,000, to cover the cost of our main production, in the extremely unlikely case that we sold no tickets.

As Authorised by the Trustees of Bristol Opera,

Signed by: Anna Maria Woods, Trustee, and Treasurer during TAR Period 1/10/2022 to 30/09/2023

Dated: 15 July 2025

Bristol Opera Registered Charity No. 258553

Accounts Breakdown for period 1 October 2022 to 30 September 2023 Page 1 of 2

La Traviata 15-18 February 2023
Production Expenditure
Theatre Hire 2408.66
Orchestra: 13 players x 6 calls 4985.17
Orchestra Parts Hire 638.00
Orchestra Score Postage 34.25
Music Director Honorarium 900.00
Principal Expenses - John Haque 900.00
Photographer Fee 125.00
Costumes 517.98
Set Build - Materials 183.07
Set Transport 100.00
Lighting Design, Hire & Operation 1034.28
Audition Room Hire 8 Aug 2022 28.00
Rehearsal Room Hire 1239.00
Rehearsal Accompanist Fees 910.00
Print Vocal Scores 303.88
Print Flyers & Banner 116.75
Print Programmes 316.09
Advertising - What's On 150.00
Subtotal 14,890.13
Production Income
Ticket Sales:~523 seats @ £20, £18, £14 9010.00
Programme Sales: 187 @ £2.50 468.10
Audition Fees 40.00
Vocal Score Sales 195.00
Subtotal 9,713.10
La Traviata LOSS -5,177.03

Company Operation Expenditure

Company Operation
Expenditure
Insurance 382.88
NODA Subscription 190.00
NODA & Rosebowl Reports - LaTrav. 130.70
Friends' Reception - La Traviata 98.50
Friends' Postage - Concert Programm 22.30
Presentations - La Traviata 275.30
Presentations - Centenary Concert 387.48
Logo Designs - Matthew Mills 180.00
Name Badges - La Traviata FoH 33.89
Website Hosting - Heart Internet 194.26
Zoom License 134.31
Sum Up Air Card Reader x 2 122.97
Sum Up -Transation Fees @ 1.69% 18.17
Bank Charge - non-UK bank transfer 25.00
Raffle Float - to Veronica Lander 25.00
Subtotal 2,220.76

Centenary Concert @ Aerospace Museum 24 June 2023

Concert Expenditure
Commissioned Opera:FISHby Joel Baldwin 2000.00
Venue Hire - Concorde Hangar @ Museum 1800.00
Lighting, A/V & Staging - Stage Electrics 3722.40
Music Director Honorarium - Arne Kovac 350.00
Guest Conductor (FISH) - William Stevens 200.00
Orchestra: 29 /34 players, 5 calls maximum 935.75
Orchestra: desk lights & batteries 29.69
FISHCostumes -Donated by Teresa Davey -
Omar Khayyam's Turban - Nicola Didcot 40.00
FISHSet 126.67
Photographer Fee 125.00
Commemorative Programme - Design & Printing
Sponsored by Susan Weaver -
Rehearsal Room Hire 713.00
Rehearsal Accompanist Fees 320.00
Print Vocal Scores & FISH full score 292.76
Print Flyers 107.12
Advertising 275.00
Postage: orchestra and vocal scores 40.89
Subtotal 11,078.28
Concert Income
Ticket Sales: ~312seats @ £25, £20, £15 7195.00
Programme Sales: 127 @ £5 635.00
Vocal Score Sales 151.90
Sponsorship:FISHCommission[1] 2219.23
Sponsorship: Centenary Concert & Future[1] 2642.00
Subtotal 12,843.13
Centenary Concert GAIN 1,764.85
[1] See Page 2 for list of Sponsors

Company Operation

Company Operation
Income
Members' Subscriptions 4800.00
Friends' Subscriptions 1570.00
Collection for Presentations - La Traviata 115.00
Refreshments 157.63
Raffles 273.85
Subtotal 6,916.48
Company Operation GAIN 4,695.72

Bristol Opera Registered Charity No. 258553

Accounts Breakdown for period 1 October 2022 to 30 September 2023 Page 2 of 2

Thank You! - to our friends, members and former members who kindly sponsored the commission of Joel Baldwin's opera FISH, and supported our Centenary concert including the first performance of FISH:-

Gordon Brand in memory of Daphne Jane Burton Ken Mewes in memory of Christine The late Geoff Wickham in memory of Hazel Sandy Johnstone Sir John Kingman John Lye (legacy) Andrew Pincott Charlotte Monk Nigel Tasker Jeremy Watkins Monica Watkins Anthony Kennesson-Adams Gary Andrews The late Graham Billing Alison Bolster Neil Bennion Peter Braddock Glynis Campling Rebecca Chellappah Ethel-Jane Cormack Heather Davidson Teresa Davey Alexandra Denman Elfride Harris Beatrice Hayes Norma Head Niall Hoskin Cathy Mackerras Mary Miller Esmeralda Patatin Susan Weaver Anna Woods Anonymous Donors - with fund-matching from Hewlett-Packard

2023 Expenditure before 1 Oct 2022 2024 Income & Expenditure before 30 Sept 2023

2023 Expenditure before 1 Oct 2022 2024 Income & Expenditure before 30 Sept 2023
La Traviata 15-18 February 2023
Production Expenditure
Adition Room Hire:
28.00
St. Andrew's Methodist Church 8 August 2022
Print Vocal Scores - 6 Sept 2022
303.88
Subtotal
331.88
Centenary Concert 24 June 2023
Commissioned Opera: FISH by Joel Baldwin
50% downpayment 29 April 2022
1000.00
TOTAL 2023 Spend before 1/10/22
1,331.88
Merry Wives of Windsor 15-17 February 2024
Production Expenditure
Print Vocal Scores
351.00
Production Income
Vocal Score Sales
240.00
CALCULATIONS LEADING TO:-
YEAR END RESULT & BANK BALANCE ON 30 SEPT 2023
Year End Balance on 30 Sept 2022
£19,552.98
Company Operation GAIN
£4,695.72
La Traviata LOSS
-£5,177.03
Centenary Concert GAIN
£1,764.85
Year End Balance at 30 Sept 20223
£20,836.52
Merry Wives of Windsor -spend before 30/9/23
-£351.00
Merry Wives of Windsor - income before 30/9/23
£240.00
Predicted Bank balance at 30 Sept 2023
£20,725.52
Barclays Balance on 30 Sept 2023
£20,725.52
Result for Year Ended 30 Sept 2023
Year End Balance at 30 Sept 2022
£19,552.98
Year End Balance 30 Sept 2023
£20,836.52
Overall Result for Year(GAIN)
£1,283.54
Bristol OperaRegistered Charity No. 258553 Bristol OperaRegistered Charity No. 258553
INCOME AND EXPENDITURE for year ending 30 Sept 2023
Productions: La Traviata Centenary Concert
This Year
Company Operations
Income
Expenditure
Members' Subscriptions
4,800.00
Friends' Subscriptions
1,570.00
Gift Aid
-
Donations Received
-
Refreshments
157.63
Raffles
248.85
Jim Head Commemoration
-
Insurance
382.88
NODA Subscription
190.00
Website Hosting
194.26
Zoom Licence
134.31
Presentations
547.78
Friends' Reception
98.50
Committee Expenses
81.19
2 SumUp Card Readers & Transaction Fees
141.14
Bristol Opera Logo Designs
180.00
NODA & Rose Bowl Awards - Reports
130.70
Subtotals
6,776.48
2,080.76
Year Ended 30 Sept 2022
L'Elisir D'Amore A Masked Ball
Last Year
Income
Expenditure
4,700.06
930.00
-
31.90
105.05
214.00
50.00
382.88
117.00
158.28
172.68
88.52
71.18
41.34
5,981.01
1,081.88
GAIN on company operation
4,695.72
4,899.13
(GAIN) Last Year
Productions
Production Expenses
25,305.42
Tickets Sales
16,205.00
Refreshments
-
.
Programmes
1,103.10
316.09
Audition Fees
40.00
Sponsorship
4,861.23
Subtotals
22,209.33
25,621.51
14,620.41
7,720.00
80.00
50.00
351.40
230.39
60.00
-
8,211.40
14,900.80
LOSS on productions
3,412.18
6,689.40
(LOSS) Last Year
Total Income and Expenditure
28,985.81
27,702.27
Overall Result for Year (GAIN)
£1,283.54
14,192.41
15,982.68
£1,790.27
(LOSS) Last Year

BALANCE SHEET AT 30 SEPTEMBER 2023 Current Assets brought forward 1 October 2022

Barclays £18,221.10 Cash £0.00 2023 EXPENDITURE before 1/10/22 £1,331.88 GAIN for year ended 30 September 2023 £1,283.54 2024 EXPENDITURE before 30/9/23 -£351.00 2024 INCOME before 30/9/23 £240.00 Total £20,725.52

Current Assets carried forward 30 September 2023

Barclays £20,725.52 Cash £0.00 Total £20,725.52

Submitted by Anna Woods (Treasurer) to Bristol Opera at AGM on 19 October 2023 Re-Issued by Anna Woods 15 June 2025