Finance Score: 0

Governance Score: 3

Support Score: 7

Strong growth: +2
Deficit latest year: -2
No PartB

Gender balanced board: +3

Large volunteers +5
Grant maker support: +2

Overall GiG Score: 10

CUMBRIA OPERA GROUP

The objects of the CIO are:To promote the advancement of the art of opera for the public benefit through(1) The promotion and presentation of high-quality opera for the benefit of the local communities in Cumbria.(2) To educate young instrumentalists, singers, and actors based in or from Cumbria in the field of opera.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been strong growth in spending since inception
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit	Volun- teers
31/10/23	£55,791	£63,813	£-8,022	100
31/10/22	£21,382	£10,127	£11,255	30
31/10/21	£25,366	£33,403	£-8,037	25
31/10/20	£13,345	£1,641	£11,704	2

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

www.cumbriaoperagroup.com

cumbriaoperagroup@gmail.com

07860807183

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Provides advocacy/advice/information

Where it operates

Throughout England,

Who it helps

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

Who works here?

Unknown number of employees
100 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.

Major supporters in last 5 years

Cumbria Community Foundation	£3,000
Backstage Trust	£2,000
The Postlethwaite Music Foundation	£1,500

Specific Donations

Amount	When Months	To be used for
The Postlethwaite Music Foundation - Grant to Cumbria Opera Group
£1,500	26/01/2023	Funding education workshop, young composers' competition and masterclass as part of the 2023 Cumbria Opera Festival
Backstage Trust - Project grant
£2,000	03/11/2022	Touring opera festival with associated workshops for young people
Cumbria Community Foundation - Weekend of Outdoor Opera
£3,000	23/02/2022	Weekend of Outdoor Opera

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

CATHERINE ELIZABETH PARRY Appointed: 2024

DR ROGER WILLIAM ALLEN Appointed: 2020

GILES WILLIAM HOLDEN Appointed: 2020

JOE DAVIES (Chair) Appointed: 2019

LUCY BRITTON Appointed: 2019

STUART MANGER Appointed: 2019

SULA ROSS COTTERELL Appointed: 2020

MARCIA ELAINE REID FOTHERINGHAM Appointed: 2020, Occupation: Company Director, Other trusteeship: CUMBRIA COMMUNITY FOUNDATION,

Legal constitution

Charity registered in England & Wales on 23/05/2019, number: 1183545

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

4 returns made; all on time

Main office

7 Thorny Hills
KENDAL
LA9 7AL

Objectives

THE OBJECTS OF THE CIO ARE:THE PROMOTE THE ADVANCEMENT OF THE ART OF OPERA FOR THE PUBLIC BENEFIT THROUGH(1) THE PROMOTION AND PRESENTATION OF HIGH-QUALITY OPERA FOR THE BENEFIT OF THE LOCAL COMMUNITIES IN CUMBRIA.(2) TO EDUCATE YOUNG INSTRUMENTALISTS, SINGERS, AND ACTORS BASED IN OR FROM CUMBRIA IN THE FIELD OF OPERA.

Data Sources