Finance Score: -1

Governance Score: -1

Support Score: 1

Low unrestricted reserves: -2
Reasonable growth: +1

No conflicts policy: -1

Grant maker support: +1

Overall GiG Score: -1

OXFORD LIEDER

The promotion and advancement of education in music and the arts, especially through singing, by a programme of public recitals, an annual festival, schools' projects, masterclasses, participatory workshops with singing, talks, and outreach to the disadvantaged, for the benefit of all sectors of the community in Oxford and elsewhere

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/11/22		£673	£637	£36	£72	£226	£98	1.8	6	35
30/11/21		£638	£667	£-30	£65	£190	£104	1.9	6	35
30/11/20		£505	£420	£85	£51	£220	£119	3.4	5	10
30/11/19		£579	£514	£65	£37	£135	£101	2.3	6	35
30/11/18		£473	£446	£27	£0	£0	£0	n/a	0	35
30/11/17		£459	£457	£2	£0	£0	£0	n/a	0	0
30/11/16		£459	£457	£2	£0	£0	£0	n/a	0	0
30/11/15		£305	£321	£-16	£0	£0	£0	n/a	0	0
30/11/14		£430	£428	£2	£0	£0	£0	n/a	0	0
30/11/13		£168	£198	£-30	£0	£0	£0	n/a	0	0
30/11/12	*	£163	£159	£4	£0	£0	£0	n/a	0	0
30/11/11	*	£186	£172	£14	£0	£0	£0	n/a	0	0
30/11/10		£129	£127	£2	£0	£0	£0	n/a	0	0
30/11/09		£92	£100	£-9	£0	£0	£0	n/a	0	0
30/11/08		£113	£79	£35	£0	£0	£0	n/a	0	0
30/11/07?	*	£97	£116	£-20	£0	£0	£0	n/a	0	0
30/06/06	*	£79	£38	£41	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 10.8%
Fundraising Costs/Total Spending: 11.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 43%
Reserves/Spending: 1.8 months
Net Current Assets/Spending: 4 months
Quick Ratio: 6.4

Asset Split ?

Established: 19 years

www.oxfordsong.org

boxoffice@oxfordsong.org

07906808186

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Makes Grants to Individuals
Other charitable activities
Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

6 employees
35 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Fenton Arts Trust - Grant to Oxford Lieder
£3,000	11/03/2021	Oxford Lieder Mastercourse - a week-long residential for 9 talented singer/pianist duos with professional coaching & performance experience.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-84

ANDREW HAMISH FORSYTH Appointed: 2022, Occupation: Company Director, Other trusteeships: SIR JOHN SOANE'S MUSEUM, THE MILA CHARITABLE ORGANISATION,

JULIAN HALL Appointed: 2011, Occupation: Retired Circuit Judge

NICOLA CREED Appointed: 2014, Occupation: Opera Company Director

PROFESSOR LORD JOHN RICHARD KREBS KT FRS Appointed: 2019, Other trusteeship: THE SIR HANS KREBS TRUST,

SARAH TAYLOR Appointed: 2017, Occupation: Company Director, Other trusteeship: THE LEAGUE OF FRIENDS OF THAME HOSPITAL,

CHARLES ALAN HEATHCOTE ALEXANDER Appointed: 2018, Occupation: Bursar, Other trusteeships: DRAGON SCHOOL TRUST LIMITED, THE WARDEN AND SCHOLARS OF THE HOUSE OR COLLEGE OF SCHOLARS OF MERTON IN THE UNIVERSITY OF OXFORD,

CHARLES EDMUND FRANCIS NAYLOR Appointed: 2016, Occupation: Company Director, Other trusteeship: THE RODOLFUS FOUNDATION LIMITED,

Legal constitution

Charitable company registered in England & Wales on 26/09/2005, number: 1111458
Registered at Companies House on 20/06/2005, number: 05485276

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

17 returns made; AR12: 26 days late, AR11: 41 days late, AR07: 1 days late, AR06: 98 days late,

Main office

37 FAIRACRES ROAD
OXFORD
OX4 1TH

Objectives

THE OBJECTS ARE TO PROMOTE AND ADVANCE EDUCATION IN MUSIC AND THE ARTS, ESPECIALLY SINGING, THROUGH THE PRESENTATION OF CONCERTS, FESTIVALS, LECTURES AND RECORDINGS BY ACTIVE PARTICIPATION OR OTHERWISE IN THE CITY OF OXFORD AND ELSEWHERE FOR THE BENEFIT OF EVERY SECTION OF THE COMMUNITY.

Defined Area of Benefit:

IN THE CITY OF OXFORD AND ELSEWHERE.

Data Sources