Finance Score: 0

Governance Score: 4

Support Score: 5

No PartB

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 9

WARWICKSHIRE SYMPHONY ORCHESTRA

Orchestral concerts

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 4 years

www.wso.org.uk

manager@wso.org.uk

01926337666

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/07/23		£23,422	£22,039	£1,383	10
31/07/22		£20,733	£18,219	£2,514	10
31/07/21	*	£4,661	£4,512	£149	15
31/07/20		£7,612	£7,676	£-64	15

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Warwickshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
10 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
Department for Business, Energy and Industrial Strategy - Feasibility Study for the Energy Transition of Firsteel Limited
£7,474	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=97152

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

ANNE RANSFORD Appointed: 2019

CHRISTOPHER VOSS (Chair) Appointed: 2019, Other trusteeship: WEXFORD FESTIVAL OPERA UK FOUNDATION,

GILL WHITING Appointed: 2022

JAYNE STAFFORD Appointed: 2023

JENNIFER MAYNARD Appointed: 2019

PATRICK HINKS Appointed: 2021

PETER WAIN Appointed: 2024

SARA COLDICOTT Appointed: 2019

SHAUNA KELHAM-GARDNER Appointed: 2019

Legal constitution

Charity registered in England & Wales on 13/11/2019, number: 1186320

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures

Filing Record

4 returns made; AR21: 6 days late,

Recent reorganisation events:

Asset transfer in from WARWICKSHIRE SYMPHONY ORCHESTRAL SOCIETY on 23/03/2023

Main office

15 Lansdowne Circus
LEAMINGTON SPA
Warwickshire
CV32 4SW

Objectives

THE OBJECTS OF THE CIO ARE TO EDUCATE THE PUBLIC AND PROMOTE THE APPRECIATION OF MUSIC, BY THE PERFORMANCE OF ORCHESTRAL MUSIC CONCERTS.

Data Sources