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2025-03-31-accounts

The Godalming Operatic Society

Report of the Trustees and Financial Statements

for the Year Ended 31 March 2025 for The Godalming Operatic Society

Contents of the Financial Statements for the Year Ended 31 March 2025

Page
Charity Information 1
Trustees' Report 2-3
Independent Examiner’s Report 4
Statement of Financial Activities 5
Balance Sheet 6
Notes to the Financial Statements 7-8
Show Income and Expenditure 9
Summer Project Income and Expenditure 10
General Income and Expenditure 11
Social Committee Account 12

The Godalming Operatic Society

Trustees and Advisors

for the year ended 31st March 2025

VICE PRESIDENT: Linda Scanlon TRUSTEES: L Power Hon Chairman H Jennings Hon Secretary (appointed 03/06/2024 A Plummer Hon Treasurer K Bare Hon Business Manager C Howard S Lavender M Barker (appointed 03/06/2024) S Wing (appointed 03/06/2024) Z Avern (resigned 03/06/2024) M Bright (resigned 03/06/2024) J Parkinson (resigned 03/06/2024) T Dutton (resigned 03/06/2024)

REGISTERED CHARITY NO: 802888 INDEPENDENT EXAMINER: A J Bennewith FCA, FCPA, FFA, FFTA, FIPA, DChA, FRSA A J Bennewith & Co Upper Ground Floor 18 Farnham Road Guildford Surrey GU1 4XA BANKERS: Lloyds TSB Bank plc 49, High Street Godalming Surrey GU7 1AT PRINCIPAL OFFICE: Cherrytree Cottage Woodhouse Lane Holmbury St Mary Dorking RH5 6NN

Page 1

The Godalming Operatic Society

Trustees' Report

for the year ended 31st March 2025

The trustees have adopted the provisions of Accounting and Reporting by Charities: 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) (effective 1 January 2015).

Reference and administrative information

The charity is registered with the Charity Commission under charity number 802888. The trustees, executive officers, address of the charity and professional advisers are as listed on page 1.

Structure Governance and Management

Godalming Operatic Society was formed in 1924 and by a Deed dated 15 May 1989, was constituted as a registered charity. Its members are comprised of those who have paid the annual subscription or who have been elected honorary members at a General Meeting. All trustees are members themselves and form the General Committee. The General Committee have absolute discretion to reject an application for membership, or to exclude an existing member.

Trustee meetings and conduct

The chairman is in charge of the day to day running of the society. Decisions on day to day matters are proposed by the chairman and voted on by the trustees at trustee meetings but certain key decisions are decided by members vote at the annual general meeting or an extraordinary general meeting. The trustees consider that their combined experience is sufficient to allow them to properly conduct the charity’s affairs.

Appointment and recruitment of new Trustees

All trustees including new trustees are nominated and subsequently voted into office each year at the Annual General Meeting by the members. New trustees are taught their responsibilities at regularly held trustees meetings and receive a copy of the previous year’s annual report and accounts.

Objects and Activities

The charitable objectives of the Society are:

"to educate the public in the dramatic and operatic arts, to further the development of public appreciation and taste in the said arts and in particular (but without prejudice to the generality of the foregoing) to promote public interest in and knowledge of the works of W S Gilbert and Arthur Sullivan".

In furtherance of the Society’s objects and for the public benefit the Society presents a main show each year, normally at the end of February, featuring one of the works of Gilbert & Sullivan. Ticket prices are kept at a level sufficient to cover costs and concessions are offered to young people and wheelchair users.

The Trustees believe that it is important to perform the less well known G&S operas as well as the more popular ones. Thus the aim is to make a surplus on the more popular shows to cover a likely deficit on the less popular ones.

In addition to the main Winter show, the Society normally presents one or more performances on a smaller scale in the Summer months. Sometimes these are free to the Public or are performed for other charities and organisations.

Our members volunteer their services as performers for the public benefit without payment. Occasionally it is necessary to employ an outside professional to fulfil a specific role.

The trustees have had due regard to the public benefit guidance issued by the Charity Commission in deciding what activities to undertake.

Page 2

The Godalming Operatic Society

Trustees' Report for the Year Ended 31st March 2025

Achievements and Performance

The Society is proud to be celebrating its centenary, having been founded in 1924 with its first production in 1925. The first main event of this financial year was our Centenary Summer Concert, Here's a HowDe-Do , which was held in June 2024 and was judged a great success by members and audience alike. It returned a surplus of £945.

In September, the Society started rehearsals for The Yeomen of the Guard, which was the first production of the Society in 1925. The production took place in February 2025 to great acclaim. Although ticket sales were good, this was an expensive production to stage and we made a defecit of £5,217 on the show.

Fortunately, donations from Patrons of the Society, together with membership and show subscriptions in addition to bank interest, helped redress the balance and resulted in a healthy overall surplus for the year of £5,759.

We are honoured to have been asked to take our production of Yeomen to the International Gilbert & Sullivan Festival in Buxton in August. We have also been invited to perform a concert of G&S pieces on D'Oyly Carte Island in July.

In September we look forward to starting rehearsals for Utopia Limited , one of Gilbert & Sullivan's lesser known operas, which we will be performing in February 2026.

Financial review

The Society had a net surplus of £5,759 from normal activities for the year ended 31 March 2025. As a result of the annual surplus, year-end reserves stood at £128,542.

Reserves policy

The Society has a policy of maintaining reserves at a level sufficient to cover expenditure on the following February show. Expenditure on a show can be upwards of £45,000 and the Trustees aim for ticket sales and related income on average to exceed expenditure, covering deficits on historically less popular shows with surpluses on more popular ones. The Trustees also aim to minimise costs and to optimally promote shows so as to maximise the surplus/minimise the deficit on each show. Reserves are monitored throughout the year by the Treasurer through the maintenance of bank records and the preparation of annual accounts prepared on an accruals basis. From time to time the members agree to repeat the February show in a festival later in the year. When this happens the reserves are reviewed to ensure that they are sufficient to cover festival costs and the cost of the subsequent February show.

Helen Jennings (Hon Secretary)

Date

Page 3

The Godalming Operatic Society

Independent Examiner's Report to the Trustees of The Godalming Operatic Society

I report to the charity trustees on my examination of the accounts of The Godalming Operatic Society (the Trust) for the year ended 31 March 2025.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the Trust's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all applicable directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

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:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.

I confirm that there are no other matters to which your attention should be drawn to enable a proper understanding of the accounts to be reached.

A J Bennewith FCA, FCPA, FFA, FFTA, FIPA, DChA, FRSA Upper Ground Floor 18 Farnham Road Guildford Surrey GU1 4XA

Date: .............................................

Page 4

The Godalming Operatic Society

Statement of Financial Activities for the Year Ended 31 March 2025

Notes
INCOMING RESOURCES
Incoming resources from generated funds
- Activities for generating funds
3
- Investment income
3
Incoming resources from charitable activities
2
TOTAL INCOMING RESOURCES
RESOURCES EXPENDED
- Costs of activities for generating funds
5
-Charitable activities
4
-Other
6
TOTAL RESOURCES EXPENDED
NET MOVEMENT IN FUNDS
8
RECONCILIATION OF FUNDS
TOTAL FUNDS BROUGHT FORWARD
TOTAL FUNDS CARRIED FORWARD
2025
2024
£
£
2,205
1,730
4,541
4,075
70,668
50,732
77,414
56,537
1,982
729
66,422
52,659
3,251
3,071
71,655
56,459
5,759
78
122,783
122,705
128,542
122,783
Unrestricted funds
2025
2024
£
£
2,205
1,730
4,541
4,075
70,668
50,732
77,414
56,537
1,982
729
66,422
52,659
3,251
3,071
71,655
56,459
5,759
78
122,783
122,705
128,542
122,783
Unrestricted funds
56,537
729
52,659
3,071
56,459
78
122,705
122,783

CONTINUING OPERATIONS

All income and expenditure has arisen from continuing activities.

Page 5

The Godalming Operatic Society

Balance Sheet as at 31 March 2025

CURRENT ASSETS
Stocks
Orchestral scores (bound)
Stamps held
Sundry debtors and prepayments
Short term investment
Cash at bank:
Current account (total £16,898)
Current account (General)
Current account (Social Committee ringfenced)
Savings account
CREDITORS:Amount due within one year
Creditors and accruals
NET CURRENT ASSETS
NET ASSETS
UNRESTRICTED FUNDS
General Fund
Total Unrestricted Funds
£
£
£
£
2,400
2,400
238
456
3,508
3,232
104,441
99,943
15,695
13,960
1,203
1,875
1,057
1,046
128,542
122,912
0
129
128,542
122,783
128,542
122,783
128,542
122,783
128,542
122,783
2025
2024
Unrestricted Funds
£
£
£
£
2,400
2,400
238
456
3,508
3,232
104,441
99,943
15,695
13,960
1,203
1,875
1,057
1,046
128,542
122,912
0
129
128,542
122,783
128,542
122,783
128,542
122,783
128,542
122,783
2025
2024
Unrestricted Funds
122,783
122,783
122,783

These accounts were approved by the Trustees

L Power

H Jennings

A Plummer

Date

Page 6

The Godalming Operatic Society

Notes to the Financial Statements for the Year Ended 31st March 2025

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: 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) (effective 1 January 2015)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

a) Accounting convention

The financial statements are prepared on an accruals basis.

b) Incoming resources

Income from productions is included in the period in which the relevant show takes place; investment income is included as receivable; donations and legacies are included as received, subscription income is included in the Statement of Financial Activities in the period to which it relates. Tax credits receivable in respect of Gift-aid donations are included with their respective incoming resource.

c ) Resources expended

Resources expended are included in the Statement of Financial Activities on an accruals basis; inclusive of any VAT which cannot be recovered. Certain expenditure is directly attributable to specific activities and has been included in those cost categories. Costs associated with the production of shows are included under charitable activities. Other costs comprise those costs incurred in the running of the charity itself as an organisation.

2. INCOMING RESOURCES FROM CHARITABLE ACTIVITIES
Annual show Income
Summer production income
Members annual subscriptions
Tax recoverable
Donations
Sundry income
3. ACTIVITIES FOR GENERATING FUNDS
Social Committee
Interval raffles
Investment income
Book sales
4. CHARITABLE ACTIVITIES
Show expenditure
Summer production expenditure
2025
£
50,957
8,135
2,265
2,235
6,846
230
70,668
2025
£
1,300
595
4,541
310
6,746
2025
£
56,174
10,248
66,422
2024
£
37,796
3,472
2,172
1,996
5,264
32
50,732
2024
£
434
1,296
4,075
0
5,805
2024
£
49,347
3,312
52,659

Page 7

The Godalming Operatic Society

Notes to the Financial Statements for the Year Ended 31 March 2025

5. COST OF ACTIVITIES FOR GENERATING FUNDS
Social Committee
6. OTHER
Insurance
Subscriptions
Venue hire
Stationery & comms
Independent Examiner
Bank charges
Publicity
Gifts & Gratuities
Sundries
2025
£
1,982
1,982
2025
£
1,807
295
40
132
480
26
312
73
86
3,251
2024
£
729
729
2024
£
1,530
280
40
0
480
22
25
0
694
3,071

7. TRUSTEES REMUNERATION AND EXPENSES

None of the Trustees received any remuneration in the year.

Expenses totalling £4,881 (2024: 2,427) were reimbursed to four (2024: six) of the trustees for sundry expenses during the year.

8. NET MOVEMENT IN FUNDS
Net surplus/(deficit) from annual shows
Net surplus/(deficit) from summer productions
Net surplus/(deficit) on general activities
Net surplus/(deficit) on Social Committee
Brought forward funds
Carried forward funds
2025
2024
£
£
(5,217)
(10,541)
1,172
946
10,486
9,968
(682)
(295)
5,759
78
122,783
122,705
128,542
122,783

Page 8

The Godalming Operatic Society

Income and Expenditure from Annual Shows for the Year Ended 31st March 2025

INCOME
Ticket sales
Show subscriptions
Programme sales
Programme advertising
DVD sales
Interval raffles
Sundry income
EXPENDITURE
Costumes and wardrobe
Scenery and props
Lighting
Hire of halls
Stage Director
Musical Director
Accompanist
Orchestra
Publicity
Programme printing
Communications
Ticket commission
Video recording
DVD purchases
Music stand hire
Bank charges
Piano hire and tuning
Gifts & gratuities
Scores
Catering
Sundries
SURPLUS / (DEFICIT)
Yeomen
2025
£
44,976
2,940
2,341
700
0
0
0
50,957
2,958
6,004
1,481
14,973
3,350
2,850
2,405
15,625
1,554
634
76
2,394
960
0
386
81
80
44
70
183
66
56,174
(5,217)
Patience
2024
£
32,660
2,145
1,494
435
1,042
1,010
20
38,806
3,611
3,390
960
13,421
1,800
2,750
1,995
13,875
1,239
1,101
453
2,780
0
980
372
52
75
0
119
301
73
49,347
(10,541)

This page does not form part of the statutory financial statements

Page 9

The Godalming Operatic Society

Income and Expenditure from Summer Productions for the Year Ended 31st March 2025

INCOME
Ticket sales
Programme sales
Programme advertising
Show Subs
Raffle
Bar
Donations
EXPENDITURE
Orchestra
Hire of Halls
Scenery & Props
Costumes & Wardrobe
Musical Director
Accompanist
Programme printing
Score Hire /printing
Catering
Bank Charges
Publicity
Stationery/comms
Ticket commission
Gifts / gratuities
SURPLUS / (DEFICIT)
2025
£
6087
363
250
1435
595
0
2,690
11,420
2,950
2,193
336
0
1,410
1,605
258
488
10
26
454
104
399
15
10,248
1,172
2024
£
2,478
0
0
875
286
119
500
4,258
0
863
72
75
715
980
0
0
0
17
146
299
145
0
3,312
946

This page does not form part of the statutory financial statements

Page 10

The Godalming Operatic Society

General Income and Expenditure Account for the Year Ended 31st March 2025

INCOME
Members annual subscriptions
Patrons annual subscriptions
Donations
Interest received
Tax recoverable
Book sales
DVD sales
Sundry income
EXPENDITURE
Insurance
Subscriptions
Stationery & comms
Publicity
Venue hire
Scenery & props
Bank charges
Independent Examiner
Gifts & gratuities
Sundries
SURPLUS / (DEFICIT)
2025
£
2,265
3,860
296
4,541
2,235
310
0
230
13,737
1,807
295
132
312
40
0
26
480
73
86
3,251
10,486
2024
£
2,172
4,403
361
4,075
1,996
0
22
10
13,039
1,530
280
0
25
40
348
22
480
0
346
3,071
9,968

This page does not form part of the statutory financial statements

Page 11

The Godalming Operatic Society

Social Committee Account for the Year Ended 31st March 2025

INCOME
Event income
Sundry income
EXPENDITURE
Venue hire
Performer's fee
Bank Charges
Catering
Gifts & gratuities
Sundry expenditure
SURPLUS / (DEFICIT)
2025
£
1,171
129
1,300
515
360
2
820
138
147
1,982
(682)
2024
£
434
434
165
0
14
390
160
0
729
(295)

This page does not form part of the statutory financial statements

Page 12