Finance Score: -5

Governance Score: -12

Support Score: 0

Spending falling: -1
but now stabilising: +1
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
Narrow trustee age band: -2
Very static board: -5
All male board: -3

No supporters identified

Overall GiG Score: -17

HERITAGE OPERA LIMITED

Heritage Opera's aims are: to provide professional opera to audiences neglected by other companies; to further the education of recent opera graduates by employing them as Young Artists, to give them valuable hands-on experience of the industry; to run outreach programmes, identifying communities & social groups neglected by other companies, and to provide performance/workshop experience for them.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is completely male
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile and on several occasions in recent years less than spending

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
28/02/23		£34	£34	£0	n/a	n/a	n/a	n/a	n/a	6
28/02/22		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
28/02/21		£7	£0	£7	n/a	n/a	n/a	n/a	n/a	0
29/02/20		£9	£8	£1	n/a	n/a	n/a	n/a	n/a	0
28/02/19		£51	£63	£-12	n/a	n/a	n/a	n/a	n/a	6
28/02/18		£75	£72	£3	£0	£0	£0	n/a	0	0
28/02/17		£83	£85	£-3	£0	£0	£0	n/a	0	0
28/02/16	*	£74	£75	£-1	£0	£0	£0	n/a	0	0
28/02/15	*	£67	£64	£3	£0	£0	£0	n/a	0	0
28/02/14		£48	£47	£1	£0	£0	£0	n/a	0	0
28/02/13	*	£74	£73	£0	£0	£0	£0	n/a	0	0
28/02/12	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 13 years

www.heritageopera.com

info@heritageopera.com

01865 236894

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Other charitable activities
Provides services

Where it operates

Caerphilly, Scotland, Throughout England,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
6 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees:

BRIAN WHITEHEAD Appointed: 2011

CHRISTOPHER PETER GILL Appointed: 2011, Occupation: Musician

MICHAEL JOHN STRUTT Appointed: 2013, Occupation: Accountant, Other trusteeships: ST MICHAEL'S RELIEF IN NEED CHARITY, CATHERINE HEAPY FOR THE MACCLESFIELD NATIONAL SCHOOL, NATIONAL YOUTH CHOIRS OF GREAT BRITAIN, CAROLINE CLULOW HALLET BEQUEST, MACCLESFIELD MUSIC CENTRE, THE FOUNDATION OF SIR JOHN PERCYVALE IN MACCLESLFIELD OF 1502, RE-FOUNDED BY KING EDWARD VI IN 1552, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MICHAEL AND ALL ANGELS CHURCH, MACCLESFIELD,

Legal constitution

Charitable company registered in England & Wales on 17/06/2011, number: 1142447
Registered at Companies House on 22/02/2011, number: 07538418

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

12 returns made; AR16: 3 days late, AR15: 2 days late, AR13: 2 days late, AR12: 115 days late,

Main office

31 Sunningwell
ABINGDON
OX13 6RD

Objectives

TO PROMOTE THE ARTS IN PARTICULAR BUT NOT EXCLUSIVELY THE ART OF OPERA IN ORDER TO NURTURE AND PROMOTE OPERA AS A POSITIVE AND INCLUSIVE ART-FORM WITH WIDE RANGING APPEALTO PROMOTE, MAINTAIN, IMPROVE AND ADVANCE THE EDUCATION OF THE LOCAL COMMUNITY BY THE ORGANISING, MANAGING AND CONDUCTING OF PERFORMANCES OF OPERA INCLUDING SCHOOL WORKSHOPS

Data Sources