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2025-04-09-accounts

APPENDIX 1

Period start date Period start date Period start date Period end date Period end date Period end date
Day Month Year Day Month Year
From 31 10 2023 To 09 04 2025

Office of the Scottish Charity Regulator

Reference and administration details ~~eee~~

Charity name Stirling and Bridge of Allan Operatic Society Other names charity is known SABOS by Registered charity number SC052920 Charity’s principal address 5 Cawder Gardens Bridge of Allan Stirling Postcode FK9 4JN

Names of the charity trustees on date of approval of Trustees’ Annual Report

Trustee name Office (if any) Dates acted if
not for whole year
Name of person
(or body) entitled to
appoint trustee (if any)
~~————~~ President 24/05/23 - present appoint trustee (if any)
Membership voted at
AGM 24/05/23
Secretary 24/05/23 - present Membership voted at
AGM 24/05/23
Treasurer 15/01/25 - present Membership voted at
EGM 15/01/25
~~————~~ ~~————~~ ~~————~~
~~————~~ ~~————~~ ~~————~~ ~~————~~
~~————~~ ~~————~~ ~~————~~ ~~————~~
~~e~~ ~~ee~~
~~e~~ ~~e~~~~e~~
~~e~~
~~e~~
~~ee~~
~~e~~ ~~e~~~~e~~
~~e~~
~~e~~
~~ee~~
~~e~~ ~~e~~~~e~~
~~e~~
~~e~~
~~ee~~
~~e~~ ~~e~~~~e~~
~~e~~
~~e~~
~~ee~~
~~e~~ ~~e~~~~e~~
~~e ~~
~~e~~
~~ee~~

1

APPENDIX 1

Reference and administration details

Names of all other charity trustees during the period, if any, (for example, those who resigned part way through the financial period)

Name Dates acted if not for whole year
24/05/23 – 15/01/25

Structure, governance and management

Type of governing document
Trustee recruitment and appointment
The charity is governed by a constitution, which was most recently
updated on 21/05/25. This sets out the purpose, structure and
operation of the charity and the trustees ensure compliance with this
document.
The trustees and team leaders are elected annually at the Annual
General Meeting (or at an Extraordinary General Meeting, EGM). The
only trustee change in this period has been for the treasurer
role. Circumstances required the current treasurer to step down and an
EGM was held in January 2025 to elect a new person to this role.

Objectives and activities

Objectives and activities
Charitable purposes
Summary of the main activities
in relation to these objects
The advancement of education of the public through the study and
performance of musical works. This includes
-
encouraging participation of and education of youth in the area
of musical theatre
-
taking performances into the community, with particular focus on
groups and organisations supporting the elderly and those with
special needs
-
supporting other charitable organisations through benefit
concerts and performances when appropriate
Annual performances usually including a musical work (for the full or
adult / youth company), a youth show and a murder mystery
Fundraising activities
Rehearsals for above performances

2

APPENDIX 1

Achievements and performance Achievements and performance
Summary of the main achievements
of the charity during the financial
period
Sparkle and Shine Christmas concert 2023
9 to 5 The Musical
The Wizard of Oz youth show
Loco-Motive murder mystery
Musicals and Mistletoe Christmas show 2024
The Addams Family musical
Fundraising events to support these (e.g. quiz night, spring fayre)

Financial review

Financial review
Brief statement of the charity’s policy
on reserves
Details of any deficit
Donated facilities and services (if any)
The constitution makes no stipulation regarding reserves.
No deficit
None

3

APPENDIX 1

Other optional information

==> picture [527 x 341] intentionally omitted <==

Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) OSCR will accept digital or typed signatures Full name(s)

Position (e.g. Chair) Treasurer Date 05/01/2026

4

Enter SC No. below SC 052920

Enter charity name below Bridge of Allan Operatic Soc

Bridge of Allan Operatic Soc Bridge of Allan Operatic Soc Bridge of Allan Operatic Soc Bridge of Allan Operatic Soc Bridge of Allan Operatic Soc Bridge of Allan Operatic Soc Bridge of Allan Operatic Soc Bridge of Allan Operatic Soc Bridge of Allan Operatic Soc Bridge of Allan Operatic Soc Bridge of Allan Operatic Soc Bridge of Allan Operatic Soc Bridge of Allan Operatic Soc Bridge of Allan Operatic Soc SC
052920
052920
Receipts andpayments accounts
Period start date Period end date Period end date
For the period
from
Day
31
Day Month
10
Month Year
2023
to Day
09
Month
Year
04
2025
Section A Statement of receipts and payments
Unrestricted
funds
Restricted
funds
Expendable
endowment
funds
Permanent
endowment
funds
Total funds
current period
Total funds last
period
Total funds last
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
A1 Receipts
Donations 15342 0 0 0 15342 -
Legacies 0 0 0 0 0 -
Grants 0 0 0 0 0 -
Receipts from fundraisingactivities 9567 0 0 0 9567 -
Gross tradingreceipts 29626 0 0 0 29626 -
Income from investments other than
land and buildings
0 0 0 0 0 -
Rents from land & buildings 0 0 0 0 0 -
Gross receipts from other charitable
activities
2560 0 0 0 2560 -
- -
A1 Sub total A1 Sub total
57095
- - -
0
- - -
0
-
0
- - 57095 - - -
A2 Receipts from asset &
investment sales
Proceeds from sale of fixed assets
Proceeds from sale of investments
A2 Sub total
-
-
-
Total receipts
-
-
-
~~—~~
0
0
0
0
0
0
0
0
0
57095
0
0
-
-
0
0
0
0
-
-
-
-
0
0
0
57095
-
-
-
-
-
-
-
-
A3 Payments
Expenses for fundraising activities 836 0 0 0 836 -
Gross trading payments 35277 0 0 0 35277 -
Investment management costs 0 0 0 0 0 -
Payments relating directly to charitable
activities
Payments relating directly to charitable
2727
2727 -
Grants and donations 0 0 0 0 0 -
Governance costs:
-
Audit / independent examination 0 0 0 0 0 -
Preparation of annual accounts 0 0 0 0 0 -
Legal costs 13206 0 0 0 13206 -
Other Other
0
0 0 0 0 -
- -
A3 Sub total 52046 - - - - - - - - - 52046 - - -
A4 Payments relating to asset and
investment movements
Purchases of fixed assets
Purchase of investments
A4 Sub total
-
-
-
Total payments
-
-
-
~~——————~~
0
0
0
0
0
0
0
0
0
52046
0
0
-
-
0
0
0
0
-
-
-
-
0
0
0
52046
-
-
-
-
-
-
-
-
Net receipts / (payments)
A5 Transfers to / (from) funds
Surplus / (deficit) for year
-
-
-
-
-
-
-
-
-
-
-
-
-
~~=——————~~
0
0
0
0
0
57095
57095
5049
0
0
0
5049

APPENDIX 2

SC 052920

Section B Statement of balances

Categories
Signed by one or two trustees
on behalf of all the trustees
B5 Contingent liabilities
B4 Liabilities
B1 Cash funds
B2 Investments
B3 Other assets
Details Unrestricted
funds
to nearest £
Restricted funds
to nearest £
Expendable
endowment
funds
to nearest £
Permanent
endowment
funds
to nearest £
Total current
period
to nearest £
Total current
period
to nearest £
Total last period
to nearest £
Cash and bank balances at start of year 3788
5049
-
3788
Surplus / (deficit) shown on receipts and
payments account
-
5049
-
-
Cash and bank balances at end of year
(Agree balances with receipts and payments
account(s))
Details
-
8837
- - - -
8837
-
-
-

-
Fund to which

-
asset belongs
-
-
Market valuation
to nearest £
Last year
to nearest £
Details Fund to which asset belongs Total
Cost (if available)
to nearest £
-
0

-
0
Current value (if
available)
to nearest £
Last year
to nearest £
Details Total
-
Fund to which liability relates
- -
0

-
0
Amount due
to nearest £
Last year
to nearest £
Details Total
Fund to which liability relates
-
0
-
0
Amount due
(estimate)
to nearest £
Last year
to nearest £
Signature* Total
Print Name
-
0

-
0
Date of
approval
5/1/26

2013-04-02 Copy of Trustees AR Ap2 excel.xls / Statement of balances

December 2007

2

APPENDIX 2

SC 052920

Section C Notes to the Accounts

C1 Nature and purpose of funds (may be stated on All monies are used for the aims of the charity, to allow the company analysis of funds worksheets) to put on musical theatre performances. No grant funds were received during this financial year and the company hold a single bank account plus £120 in cash.

C3a Trustee remuneration
C4a Trustee expenses
C3b Trustee remuneration -
details
C2 Grants
Type of activity or project supported Type of activity or project supported Individual /
institution
Number of grants
made
£
Number of grants
made
£
Total -

0
If no remuneration was paid during the period to any charity trustee or person connected to a
trustee cross this box (otherwise complete section 3b)

x
Authority under which paid £
If no expenses were paid to any charity trustee during the period then cross
(otherwise complete section 4b)
this box x
C4b Trustee expenses -
details
Number of
trustees
£
C6 Other information
C5 Transactions with trustees
and connected persons

Nature of relationship
Nature of transaction Transaction
amount (£)
Balance
outstanding at
period end (£)
Number of £
trustees
C4b Trustee expenses -
details
Transaction Balance
amount (£) outstanding at
Nature of relationship Nature of transaction period end (£)
C5 Transactions with trustees
and connected persons
C6 Other information

2013-04-02 Copy of Trustees AR Ap2 excel.xls / Notes

December 2007

3

APPENDIX 2

SC 052920

Additional analysis (1)

Analysis of receipts and payments

1 Donations

1 Donations 1 Donations
Unrestricted
funds
to nearest £
Restricted funds
to nearest £
Expendable
endowment
funds
to nearest £
Permanent
endowment
funds
to nearest £
Total current
period
to nearest £
Total last period
to nearest £
~~Annual subs / membership~~
~~820~~
~~0~~ ~~0~~ ~~0~~ -
~~820~~
~~Adult show fees~~
~~10134~~
-
~~10134~~
~~Youth show fees~~
~~3620~~
-
~~3620~~
~~Donations~~ ~~768~~
-
~~768~~
Total
2 Grants
-
~~15342~~
- - - -
~~15342~~
-
-
Unrestricted
to nearest £
funds
-
Restricted funds
to nearest £
- - -
Total current
to nearest £
period
-
Total last period
to nearest £
-
-
-
-
Total
3 Gross receipts from other charitable activities
-
0
-
0
-
0
-
-
Unrestricted
funds
to nearest £

-
Restricted funds
to nearest £
Expendable
endowment
funds
to nearest £
Permanent
endowment
funds
to nearest £
-
Total current
period
to nearest £
-
Total last period
to nearest £
~~Costumes~~
~~900~~
-
~~900~~
~~T-shirts~~
~~915~~
-
~~915~~
~~Photos~~
~~230~~
-
~~230~~
~~Adverts~~
~~465~~
-
~~465~~
~~Aftershow parties~~ ~~50~~ -
~~50~~
-
-
-
Total
-
-
Unrestricted
funds
to nearest £
4 Payments relating directly to charitable activities
2560

-
2560
- - - -
2560
-
-
Restricted funds
to nearest £
-
Expendable
endowment
funds
to nearest £
-
Permanent
endowment
funds
to nearest £
-
Total current
period
to nearest £
-
Total last period
to nearest £
~~NODA subs~~
~~490~~
-
~~490~~










~~T-shirts~~
~~1262~~
-
~~1262~~
~~Refunds~~
~~153~~
-
~~153~~
~~Publicity~~
~~422~~
-
~~422~~
~~Photos~~ ~~400~~ -
~~400~~
-
-
-
-
-
-
Total -
2727
- - - -
2727
-
- - - - - -

2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (1)

December 2007

APPENDIX 2

SC 052920

Additional analysis (2)

5 Breakdown of unrestricted funds

5 Breakdown of unrestricted funds
Receipts Unrestricted
fund 1 - enter
name of fund
below
Unrestricted
fund 2 - enter
name of fund
below
Unrestricted
fund 3 - enter
name of fund
below
Unrestricted
fund 4 - enter
name of fund
below
Total
unrestricted
funds
Total
unrestricted
funds last period
Donations -
Legacies -
Grants -
Receipts from fundraisingactivities -
Gross tradingreceipts -
buildings -
Rents from land & buildings -
Gross receipts from other charitable activities -
Sub total
Receipts from asset & investment sales
- - - - - -
-
Proceeds from sale of fixed assets -
Proceeds from sale of investments -
Sub total
Total receipts
Payments
- - - - - -
- - - - - -
-
Expenses for fundraisingactivities -
Gross trading payments -
Investment management costs -
Payments relatingdirectlyto charitable activities -
Grants and donations -
Governance costs: -
Audit / independent examination -
Preparation of annual accounts -
Legal costs -
-
-
Sub total
Payments relating to asset and investment
movements
- - - - - -
-
Purchases of fixed assets -
Purchase of investments -
Sub total
Total payments
Net receipts / (payments)
Transfers to / (from) funds
Surplus / (deficit) for year
- - - - - -
-
- - - - - -
-
- - - - - -
-
- - - - - -
-
Nature and purpose of funds

2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (2)

December 2007

APPENDIX 2

SC 052920

Additional analysis (3)

Receipts
6 Breakdown of restricted funds
Restricted fund
1 - enter name of
fund below
Restricted fund
2 - enter name of
fund below
Restricted fund
3 - enter name of
fund below
Restricted fund
4 - enter name of
fund below
Total restricted
funds
Total restricted
funds last
period
Donations -
Legacies -
Grants -
Receipts from fundraisingactivities -
Gross tradingreceipts -
Income from investments other than land and
buildings
-
Rents from land & buildings -
Gross receipts from other charitable activities -
Sub total
Receipts from asset & investment sales
- - - - - -
-
Proceeds from sale of fixed assets -
Proceeds from sale of investments -
Sub total
Total receipts
Payments
- - - - - -
- - - - - -
-
Expenses for fundraising activities -
Gross trading payments -
Investment management costs -
Payments relating directly to charitable activities -
Grants and donations -
Governance costs: -
Audit / independent examination -
Preparation of annual accounts -
Legal costs -
-
-
Sub total
Payments relating to asset and investment
movements
- - - - - -
-
Purchases of fixed assets -
Purchase of investments -
Sub total
Total payments
Net receipts / (payments)
Transfers to / (from) funds
Surplus / (deficit) for year
- - - - - -
-
- - - - - -
-
- - - - - -
-
- - - - - -
-
Nature and purpose of funds

2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (3)

December 2007

APPENDIX 3

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----- Start of picture text -----
APPENDIX 3 :
Scottish Charity Regulator
----- End of picture text -----

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----- Start of picture text -----
| Independent examiner’s report on the accounts vz
Report to the | Charity name |
trustees/members of SABOS Musical Theatre Company
|
Registered charity |SC052920 |
On number |
the accounts of the Period start date ~ | Period end date |
charity for the period Day |___ Month | Year | | Day | _ Month Year
31 10 2023 to P p4 2025 |
Set out on pages humbers( of additionalinclude thsheets)
Respective The charity's trustees are responsible for the preparation of the accounts in accordance
responsibilities of | with the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the
trustees and examiner Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees
consider that the audit requirement of Regulation 10(1) (d) of the Accounts Regulations
does not apply. It is my responsibility to examine the accounts as required under section
44(1) (c) of the Act and to state whether particular matters have come to my attention.
Basis of independent My examination is carried out in accordance with Regulation 11 of the 2006 Accounts
examiner's statement | Regulations. 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 seeks
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, | do
not express an audit opinion on the view given by the accounts.
Independent examiner’s — |n the course of my examination, no matter has come to my attention:
statement
1. which gives me reasonable cause to believe that in any material respect the
requirements:
to keep accounting records in accordance with section 44(1) (a) of the 2005 Act and
Regulation 4 of the 2006 Accounts Regulations, and
to prepare accounts which accord with the accounting records and comply with
Regulation 9 of the 2006 Accounts Regulations
have not been met, or
2. to which, in my opinion, attention should be drawn in order to enable a proper
understandi the ac eached.
Signed: Date: 06/01/2025
Name:
Relevant professional
qualification(s) or body
(if any):
----- End of picture text -----**

*Please delete the words in the brackets if they do not apply. if the words do apply, set out those matters which have come to your attention on the following page.

** OSCR will accept digital or typed signatures

SABOS Musical Theatre Company Trustees’ Annual Report

Period From 31/10/2023 to 09/04/2025

Scottish charity SC52950

Charity contact information

SABOS Musical Theatre Company

Scottish Charity Number: SC052920

62 Blackthorn Grove

Menstrie FK11 7DX

Telephone number - 07748 663 131

sabosmusicaltheatre@gmail.com

https://sabos.org

https://www.facebook.com/SABOStheatre

Charity Trustees

The charity trustees are:

President

Secretary

Treasurer

2

Objectives and activities

As stated in our Constitution… “SABOS aims to advance the education of the public through the study and performance of musical works. They encourage the participation of and education of the youth of the area in musical theatre. They also take performances into the community, with particular focus on groups and organisations supporting the elderly and those with special needs. SABOS support other charitable organisations through benefit concerts and performances when appropriate.”

During the period of this report, SABOS have put on the following performances:

Family musical (March 2025)

3

Structure, governance and management

SABOS became a Scottish Charitable Incorporated Organisation (SCIO) on 31 October 2023. The structure of the charity consists of members and team leaders. It is managed by three elected trustees (chairperson/president, secretary and treasurer) and five sub-groups, each of which has a team leader. The current Teams are Admin, Finance, Fundraising, Marketing, Production. We are also in the process of formally setting up a Youth Team to cater specifically for our members aged 7-17.

Type of governing document

The charity is governed by a constitution, which was most recently updated on 21/05/25. This sets out the purpose, structure and operation of the charity and the trustees ensure compliance with this document.

Trustee and team leader recruitment and appointment

The trustees and team leaders are elected annually at the Annual General Meeting (or at an Extraordinary General Meeting, EGM). The only trustee change in this period has been for the treasurer role. Circumstances required the current treasurer to step down and an EGM was held in January 2025 to elect a new person to this role.

4

Achievements and performance

By putting on a range of shows/concerts we have raised the profile of musical theatre in the local area and educated our members / audiences in the history of Musical Theatre by performing a range of songs from different eras. We are proud of the quality of our productions and the joy that our community brings to our members.

==> picture [442 x 409] intentionally omitted <==

5

In addition to this, we have actively promoted youth participation - indeed our youth section is growing in strength. Our young people now play an important part in the planning for our society and we have two Youth Reps on the committee to ensure their voice is heard. Youth participation in all productions is encouraged (with age limits varying depending on the nature and content of the show) and the Summer Youth show (this year, The Wizard of Oz) has a significant focus on training and educating our younger members in acting, movement and stage craft.

==> picture [441 x 364] intentionally omitted <==

We perform in a number of venues - with smaller venues meaning we can charge lower ticket prices to make our shows more accessible. We also have a firm base of older audience members and our smaller venues are closer to them and easily accessible.

We are actively training key volunteers in supporting ASN Youth Members and are ensuring that rehearsals and performances are tailored to those with ASD or ADHD. In this way we have supported

6

three members with sensory needs to take part in drama activities at a level which they have not felt able to reach with other companies.

SABOS members have worked hard to raise essential funds, which have allowed the activities of the charity to continue. These have included a movie night, carol singing at the local Morrisons, Spring Fayres, a dance workshop and quiz nights. Some of this fundraising has been done in partnership with other local charities - meaning that a percentage of what we raised also went to local foodbanks.

==> picture [448 x 478] intentionally omitted <==

7

Financial review

SABOS

Income Expenditure 31/10/2023 to 09/04/2025

(approx. 18 month period - first year as SCIO)

2023-25 Total

Income

Income 2023-25
Total
Annual membership & donations £1,588.00
Christmas show 2023 (excl subs) £2,932.74
Movie night 2023 £156.11
Morrisons events £630.32
Spring Fayre 2024 £1,011.12
Main show 2024 (9 to 5) (incl. Xmas subs) £23,703.88
Youth show 2024 (Oz) £6,274.39
Murder mystery 2024 £3,239.78
Dance workshop 2024 £32.00
Quiz night 2024 £853.40
Christmas show 2024 (excl subs) £1,525.84
Spring Fayre 2025 £699.59
Main show 2025 (Addams) (incl. Xmas subs) £12,522.52
Youth show 2025 (Matilda) £730.00
T-shirts £915.00
Miscellaenous (parties, photos) £280.50
Total £57,095.19

Expenditure

Total
Expenditure
£57,095.19
Total
Insurance £1,124.77
Royalties £10,207.20
License fees £1,873.80
Bar £378.27
Theatre hire £3,555.00
Practice hall hire £6,760.75
Honorariums (MD, musicians) £14,425.00
Prop hire £3,537.00
Sound & lighting £6,400.00
Subs (NODA) £490.00
Costumes £599.76
T-shirts £1,262.00
Publicity £421.86
Refunds £153.00
Admin £457.79
Misc (photos) £400.00
Total £52,046.20

Surplus/Deficit

£5,048.99

8

Fixed Assets
Opening Balance
Movement in year
Closing balances
Bank and Cash in hand
Opening Balance Bank
Movement in year Bank
Closing balances bank
Opening Balance Cash
Movement in year Cash
Closing balances Cash
Closing balances
Total Net Assets
2023-25
Total
£0
£0
£0
£3,668
£5,049
£8,717
£120
£0
£120
£8,837
£8,837

Transactions with Trustees

There were no transactions with the Trustees during the year ending 9 April 2025

Represented by 2023-25
Unrestricted funds
General £8,837
Restricted Funds
General £0
Designated funds
Designated £0
£8,837

The GeneralFund encompasses all income and expenditure

The Designated Assets fund encompasses the net book value The financial statements on pages 5 to 6 were approved by and signed on their behalf by the undernoted:

Trustee/Treasurer

9

Statement of the charity’s policy on reserves

The constitution makes no stipulation regarding reserves.

Donated facilities and services

We were successful in gaining a £500 grant from the local Round Table as part of our fundraising efforts, to be awarded in the financial year 2025/26. This will buy a new keyboard for use in rehearsals.

10

Future plans

In 2025-26 season we will be putting on a number of shows -

July 2025 - Matilda Jr (starring our under-18’s and led by our adult member volunteers)

September 2025 - No Doubt! At the Dell’Amore (another original play written by one of our members)

December 2025 - A Christmas Mystery (starring our under-18’s and written/led by our adult member volunteers)

March 2026 - Come From Away

Throughout these shows we will continue to…

Additional information

N/A

11

Declaration

Signed on behalf of the charity trustees:

Print name

Designation

Date

Company President 7.9.25

12