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2024-08-31-accounts

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

Page 1 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

Trustee’s annual report for the period 1[st] September 2023 to 31[st] August 2024.

Reference and administrative details

Charity Name Clacton Musical Theatre Society

Registered Charity Number 272240

Unit Headquarters 14 Brunel Road, Clacton on Sea, CO15 4LU

Principal offices Chairman: 28 Holland Road, Clacton on Sea, CO15 6EH Treasurer: 51 Harpers Way, Clacton on Sea, CO16 8BQ

Structure, governance and management

The Charity Trustees as of 23[rd] August 2025 are:

Management Trustees Mrs Julia Clarke (Chair) Mrs Rebecca Mason (Secretary) Mr Paul French (Treasurer) Mrs Cheryl French (Membership Sectary & Youth Vice Chair) Miss Lauren Nolan (Press & Publicity) Christine Bareham (Social Chair) Gabrielle Tyler (Youth Chair & Main Vice-Chair) Teegan Deeks (Assistant Stage Manager) Phoebe Collinson (Fundraising)

Trustees are appointed annually by a vote of members at the Annual General Meeting.

Page 2 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

Objectives and activities

The object of the Charity is to educate the public in dramatic operatic arts, to further the development of public appreciation and taste in said arts and to assist further such charitable institutions and charitable purposes as the committee shall from time to time determine.

Achievements and performance

The Main Society and Youth Performers have produced 4 shows over the reported year, which have been of an extremely high standard and resulted in many nominations in different categories.

The Main Society produced the annual panto of “Alice in Wonderland” and summer show “Legally Blonde”. The Youth Performers produced “100 Years of Disney” concert and “Les Misérables”.

The main struggles are the selling of tickets and rising costs in all areas (theatre hire, tech costs, etc.).

Budgeting is very important and wherever possible to keep costs down. Research tickets prices and to find the right balance in setting the prices so we have the funds for the next show.

Financial review

The charity has recorded a surplus of £705.22 as recorded in the Statement of Financial Activities further in this report.

Membership numbers.

Reserves policy

The charity has a policy of holding liquid assets in reserves to allow it to meet its capital requirements for a period of at least 6 months.

Plans for future periods

We continue to keep an eye on budgets and keep them down as much as possible to continue to put on the 4 shows a year.

Trustee’s responsibilities statement

The trustees are responsible for preparing the trustee’s report and financial statements in accordance with applicable law and United Kingdon Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales requires the charity trustees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, of the charity for that period.

Page 3 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

In preparing these financial statements, the trustee is required to:

The trustee is responsible for keeping adequate accounting records that are sufficient to show and explain the charity’s transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the Trust Deed. Trustee is also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustee’s annual report was approved on 25[th] August 2025 and signed on behalf of the board of trustees by:

Paul French Trustee & Treasurer

Page 4 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

Independent Examiner’s Report

Report to follow.

Page 5 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

Statement of Financial Activities

Note Main Youth Total
£ £ £
Income & endowments
Donations and legacies 4 6,271.50 245.00 6,516.50
Charitable activities 5 340.00 0.00 340.00
Tradingactivities 5 19,520.57 13,846.05 33,366.62
Investments 0.00 0.00 0.00
Other(Internal Transfers) 0.00 129.06 129.06
Total Income 26,132.07 14,220.11 40,352.18
Expenditure
Expenditure on charitable activities 6 -26,862.16 -11,915.12 -38,777.28
Other(Internal Transfers) -869.68 0.00 -869.68
Total expenditure -27,731.84 -11,915.12 -39,646.96
Net income and net movement of funds -1,599.77 2,304.99 705.22
Reconciliation of funds
Total funds brought forward 12,331.74 1,559.00 13,890.74
Total funds carried forward 10,731.97 3,863.99 14,595.96

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

Page 6 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

Note Main Youth Total
£ £ £
Fixed assets
Tangible fxed assets 7 125,677.00 0.00 125,677.00
Current assets
Cash at bank and in hand 10,731.97 3,863.99 14,595.96
Total assets less current liabilities 136,408.97 3,863.99 140,272.96
Funds of the charity
Unrestricted funds 136,408.97 3,863.99 140,272.96
Total charity funds 136,408.97 3,863.99 140,272.96

These financial statements were approved by the board of trustees and authorised for issue on 25[th] August 2025, and are signed on behalf of the board by:

Paul French

Trustee & Treasurer

Page 7 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

Notes to the Financial Statements

  1. General Information

  2. a. The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is 28 Holland Road, Clacton on Sea, CO15 6EH.

  3. Statement of compliance

  4. a. Thes financial statements have been prepared in compliance with FRS 102, ‘The Financial Reporting Standard applicable in the UK and the Republic of Ireland’, the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Charities SORP (FRS 102)) and the Charities Act 2011.

  5. Account Polices

  6. a. Basis or preparation

    • i. The financial statements have been prepared on the historical cost basis in accordance with the accounting policies set out below.

    • ii. The financial statement are prepared in sterling, which is the functional currency of the entity.

  7. b. Going concern

    • i. There are no material uncertainties about the charity’s ability to continue.
  8. c. Disclosure exemptions

    • i. The entity satisfies the criteria of being a qualifying entity as defined in FRS 102. As such, advantage has been taken of the following disclosure exemptions available under paragraph 1.12 of FRS 102:

      1. No cash flow statement has been presented for the company.

      2. Disclosures in respect of financial instruments have not been presented.

  9. d. Judgements and key sources of estimation uncertainty

    • i. The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.
  10. e. Fund accounting

    • i. Unrestricted funds are available for the use at the discretion of the trustees to further any of the charity’s purposes.

    • ii. Designated funds are unrestricted funds earmarked by the trustee for a particular future project or commitment.

    • iii. Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal and fall into one of the two sub-classes: restricted income funds or endowment funds.

  11. f. Incoming resources

    • i. All incoming resources are included in the statement of financial activities when the entitlement has passed to the charity; it is possible that the economic benefits associated with the transaction will flow to the charity

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Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

     1. Income from donations or grants is recognised when there is evidence of entitlement to the gift, receipt is probable and its amount can be measured reliably.

     2. Legacy income is recognised when receipt is probable and entitlement is established.

     3. Income from donated foods is measured at the fair value of the goods unless this is impractical to measure reliably, in which case the value is derived from the cost to the donor or the estimated resale value.  Donated facilities and services are recognised in the accounts when received if the value can be reliably measured.  No amounts are included for the contribution of general volunteers.

     4. Income from contracts for the supply of services is recognised with the delivery of the contracted service.  This is classified as unrestricted funds unless there is a contractual requirement for it to be spent on a particular purpose and returned if unspent, in which case it may be regarded as restricted.

Page 9 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

  1. Donations and legacies
4. Donations and legacies
Main Youth Total
£ £ £
Donations and legacies
Donations 5,177.00 0.00 5,177.00
Donations - Gift Aid 0.00 0.00 0.00
MembershipFees 1,094.50 245.00 1,339.50
MembershipFees - Gift Aid 0.00 0.00 0.00
0.00
Total Income 6,271.50 245.00 6,516.50

5.Other Trading & Charitable Activities

5.Other Trading& Charitable Activities
Main Youth Total
£ £ £
Charitable activities
CMTS Unit Income & Expenses 340.00 0.00 340.00
Trading activities
CMTS Unit Income & Expenses 30.00 341.90 371.90
Shows 19,490.57 13,311.45 32,802.02
Unknown 0.00 192.70 192.70
Other
Internal Transfer 0.00 129.06 129.06
Total Income 19,860.57 13,975.11 33,835.68

Page 10 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

6. Expenditure 6. Expenditure 6. Expenditure 6. Expenditure
Main Youth Total
£ £ £
Expenditure
BuildingMaintenance -926.65 0.00 -926.65
CMTS Equipment -71.43 0.00 -71.43
CMTS Unit Income & Expenses -219.16 -422.21 -641.37
Events 0.00 -205.00 -205.00
Membership& Insurances -1,918.09 0.00 -1,918.09
Safeguarding -492.00 0.00 -492.00
Shows -20,836.27 -9,463.73 -30,300.00
Unknown -46.99 -1,824.18 -1,871.17
Utilities & Bills -2,351.57 0.00 -2,351.57
Other
Internal Transfers -869.68 0.00 -869.68
Total Income -27,731.84 -11,915.12 -39,646.96
  1. Tangible fixed assets
Main Youth Total
£ £ £
Fixed assets
Land 0.00 0.00 0.00
Buildings 105,677.00 0.00 105,677.00
Equipment(inc. Sets/Costumes/Props) 20,000.00 0.00 20,000.00
Total Income 125,677.00 0.00 125,677.00

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Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

End of report for September 2023 to August 2024.

Page 12 of 12

Clacton Musical Theatre Society

Independent Examiner’s Report to the Trustees of Clacton Musical Theatre Society

Year ended 31[st] August 2024

I report to the trustees on my examination of the financial statements of the Clacton Musical Theatre Society for the year ended 31[st] August 2024

Responsibilities and basis of report

As the trustees of the charity, you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (“the Act”)

I report in respect of my examination of the financial statements carried out under section 145 of the 2011 Act and in carrying out my examination I have followed the General Directions given by the Charity Commission.

Independent examiner’s statement

My examination included a review of the accounting records, including documentation, data and reports and a comparison of the accounts with those records. These records were also compared to the information used to generate the financial reports, which included a check to ensure the robustness of the control of financial transactions. All queries raised during the course of my examination ware satisfactorily answered.

In connection with my examination, no matter has come to my attention which gives me reasonable cause to believe that in any material respect the requirements to keep accounting records in accordance with section 130 of the 2001 Act have not been met.

Martin Walsh 22, St Clairs Road, St Osyth, Essex CM16 8QQ 18[th] October 2025

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

Page 1 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

Trustee’s annual report for the period 1[st] September 2023 to 31[st] August 2024.

Reference and administrative details

Charity Name Clacton Musical Theatre Society

Registered Charity Number 272240

Unit Headquarters 14 Brunel Road, Clacton on Sea, CO15 4LU

Principal offices Chairman: 28 Holland Road, Clacton on Sea, CO15 6EH Treasurer: 51 Harpers Way, Clacton on Sea, CO16 8BQ

Structure, governance and management

The Charity Trustees as of 23[rd] August 2025 are:

Management Trustees Mrs Julia Clarke (Chair) Mrs Rebecca Mason (Secretary) Mr Paul French (Treasurer) Mrs Cheryl French (Membership Sectary & Youth Vice Chair) Miss Lauren Nolan (Press & Publicity) Christine Bareham (Social Chair) Gabrielle Tyler (Youth Chair & Main Vice-Chair) Teegan Deeks (Assistant Stage Manager) Phoebe Collinson (Fundraising)

Trustees are appointed annually by a vote of members at the Annual General Meeting.

Page 2 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

Objectives and activities

The object of the Charity is to educate the public in dramatic operatic arts, to further the development of public appreciation and taste in said arts and to assist further such charitable institutions and charitable purposes as the committee shall from time to time determine.

Achievements and performance

The Main Society and Youth Performers have produced 4 shows over the reported year, which have been of an extremely high standard and resulted in many nominations in different categories.

The Main Society produced the annual panto of “Alice in Wonderland” and summer show “Legally Blonde”. The Youth Performers produced “100 Years of Disney” concert and “Les Misérables”.

The main struggles are the selling of tickets and rising costs in all areas (theatre hire, tech costs, etc.).

Budgeting is very important and wherever possible to keep costs down. Research tickets prices and to find the right balance in setting the prices so we have the funds for the next show.

Financial review

The charity has recorded a surplus of £705.22 as recorded in the Statement of Financial Activities further in this report.

Membership numbers.

Reserves policy

The charity has a policy of holding liquid assets in reserves to allow it to meet its capital requirements for a period of at least 6 months.

Plans for future periods

We continue to keep an eye on budgets and keep them down as much as possible to continue to put on the 4 shows a year.

Trustee’s responsibilities statement

The trustees are responsible for preparing the trustee’s report and financial statements in accordance with applicable law and United Kingdon Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales requires the charity trustees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, of the charity for that period.

Page 3 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

In preparing these financial statements, the trustee is required to:

The trustee is responsible for keeping adequate accounting records that are sufficient to show and explain the charity’s transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the Trust Deed. Trustee is also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustee’s annual report was approved on 25[th] August 2025 and signed on behalf of the board of trustees by:

Paul French Trustee & Treasurer

Page 4 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

Independent Examiner’s Report

Report to follow.

Page 5 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

Statement of Financial Activities

Note Main Youth Total
£ £ £
Income & endowments
Donations and legacies 4 6,271.50 245.00 6,516.50
Charitable activities 5 340.00 0.00 340.00
Tradingactivities 5 19,520.57 13,846.05 33,366.62
Investments 0.00 0.00 0.00
Other(Internal Transfers) 0.00 129.06 129.06
Total Income 26,132.07 14,220.11 40,352.18
Expenditure
Expenditure on charitable activities 6 -26,862.16 -11,915.12 -38,777.28
Other(Internal Transfers) -869.68 0.00 -869.68
Total expenditure -27,731.84 -11,915.12 -39,646.96
Net income and net movement of funds -1,599.77 2,304.99 705.22
Reconciliation of funds
Total funds brought forward 12,331.74 1,559.00 13,890.74
Total funds carried forward 10,731.97 3,863.99 14,595.96

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

Page 6 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

Note Main Youth Total
£ £ £
Fixed assets
Tangible fxed assets 7 125,677.00 0.00 125,677.00
Current assets
Cash at bank and in hand 10,731.97 3,863.99 14,595.96
Total assets less current liabilities 136,408.97 3,863.99 140,272.96
Funds of the charity
Unrestricted funds 136,408.97 3,863.99 140,272.96
Total charity funds 136,408.97 3,863.99 140,272.96

These financial statements were approved by the board of trustees and authorised for issue on 25[th] August 2025, and are signed on behalf of the board by:

Paul French

Trustee & Treasurer

Page 7 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

Notes to the Financial Statements

  1. General Information

  2. a. The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is 28 Holland Road, Clacton on Sea, CO15 6EH.

  3. Statement of compliance

  4. a. Thes financial statements have been prepared in compliance with FRS 102, ‘The Financial Reporting Standard applicable in the UK and the Republic of Ireland’, the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Charities SORP (FRS 102)) and the Charities Act 2011.

  5. Account Polices

  6. a. Basis or preparation

    • i. The financial statements have been prepared on the historical cost basis in accordance with the accounting policies set out below.

    • ii. The financial statement are prepared in sterling, which is the functional currency of the entity.

  7. b. Going concern

    • i. There are no material uncertainties about the charity’s ability to continue.
  8. c. Disclosure exemptions

    • i. The entity satisfies the criteria of being a qualifying entity as defined in FRS 102. As such, advantage has been taken of the following disclosure exemptions available under paragraph 1.12 of FRS 102:

      1. No cash flow statement has been presented for the company.

      2. Disclosures in respect of financial instruments have not been presented.

  9. d. Judgements and key sources of estimation uncertainty

    • i. The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.
  10. e. Fund accounting

    • i. Unrestricted funds are available for the use at the discretion of the trustees to further any of the charity’s purposes.

    • ii. Designated funds are unrestricted funds earmarked by the trustee for a particular future project or commitment.

    • iii. Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal and fall into one of the two sub-classes: restricted income funds or endowment funds.

  11. f. Incoming resources

    • i. All incoming resources are included in the statement of financial activities when the entitlement has passed to the charity; it is possible that the economic benefits associated with the transaction will flow to the charity

Page 8 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

     1. Income from donations or grants is recognised when there is evidence of entitlement to the gift, receipt is probable and its amount can be measured reliably.

     2. Legacy income is recognised when receipt is probable and entitlement is established.

     3. Income from donated foods is measured at the fair value of the goods unless this is impractical to measure reliably, in which case the value is derived from the cost to the donor or the estimated resale value.  Donated facilities and services are recognised in the accounts when received if the value can be reliably measured.  No amounts are included for the contribution of general volunteers.

     4. Income from contracts for the supply of services is recognised with the delivery of the contracted service.  This is classified as unrestricted funds unless there is a contractual requirement for it to be spent on a particular purpose and returned if unspent, in which case it may be regarded as restricted.

Page 9 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

  1. Donations and legacies
4. Donations and legacies
Main Youth Total
£ £ £
Donations and legacies
Donations 5,177.00 0.00 5,177.00
Donations - Gift Aid 0.00 0.00 0.00
MembershipFees 1,094.50 245.00 1,339.50
MembershipFees - Gift Aid 0.00 0.00 0.00
0.00
Total Income 6,271.50 245.00 6,516.50

5.Other Trading & Charitable Activities

5.Other Trading& Charitable Activities
Main Youth Total
£ £ £
Charitable activities
CMTS Unit Income & Expenses 340.00 0.00 340.00
Trading activities
CMTS Unit Income & Expenses 30.00 341.90 371.90
Shows 19,490.57 13,311.45 32,802.02
Unknown 0.00 192.70 192.70
Other
Internal Transfer 0.00 129.06 129.06
Total Income 19,860.57 13,975.11 33,835.68

Page 10 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

6. Expenditure 6. Expenditure 6. Expenditure 6. Expenditure
Main Youth Total
£ £ £
Expenditure
BuildingMaintenance -926.65 0.00 -926.65
CMTS Equipment -71.43 0.00 -71.43
CMTS Unit Income & Expenses -219.16 -422.21 -641.37
Events 0.00 -205.00 -205.00
Membership& Insurances -1,918.09 0.00 -1,918.09
Safeguarding -492.00 0.00 -492.00
Shows -20,836.27 -9,463.73 -30,300.00
Unknown -46.99 -1,824.18 -1,871.17
Utilities & Bills -2,351.57 0.00 -2,351.57
Other
Internal Transfers -869.68 0.00 -869.68
Total Income -27,731.84 -11,915.12 -39,646.96
  1. Tangible fixed assets
Main Youth Total
£ £ £
Fixed assets
Land 0.00 0.00 0.00
Buildings 105,677.00 0.00 105,677.00
Equipment(inc. Sets/Costumes/Props) 20,000.00 0.00 20,000.00
Total Income 125,677.00 0.00 125,677.00

Page 11 of 12

Clacton Musical Theatre Society Trustee’s Report & Financial Statements Year ended 31[st] August 2024

End of report for September 2023 to August 2024.

Page 12 of 12