Finance Score: 2

Governance Score: -7

Support Score: 8

Liabilities <10%: +3
Spending falling: -1
Volatile income: -3
Fundraising costs low: +3

No conflicts policy: -1
Only 4 Trustees: -1
Narrow trustee age band: -2
All male board: -3

Grant maker support: +8

Overall GiG Score: 3

THE MOZARTISTS

The advancement of the education of the public in the art of music with particular reference to opera

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 4 trustees
The Board is completely male
The Board has little diversity in terms of age

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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
31/08/23		£533	£500	£34	£37	£429	£359	8.6	4
31/08/22		£475	£441	£34	n/a	n/a	n/a	n/a	n/a
31/08/21		£427	£377	£50	n/a	n/a	n/a	n/a	n/a
31/08/20		£674	£761	£-87	£113	£311	£240	3.8	7
31/08/19		£871	£806	£65	£116	£397	£361	5.4	7
31/08/18		£953	£879	£75	£159	£333	£312	4.3	7
31/08/17		£962	£889	£73	£143	£258	£246	3.3	7
31/08/16		£772	£770	£2	£150	£186	£136	2.1	6
31/08/15		£884	£833	£52	£111	£184	£176	2.5	7
31/08/14		£653	£594	£59	£81	£132	£122	2.5	4
31/08/13		£466	£512	£-46	£0	£0	£0	n/a	0
31/08/12		£547	£520	£26	£61	£119	£119	2.7	4
31/08/11		£415	£440	£-25	£0	£0	£0	n/a	0
31/08/10		£630	£745	£-115	£48	£117	£95	1.5	4
31/08/09	*	£432	£410	£22	£0	£0	£0	n/a	0
31/08/08		£239	£232	£6	£0	£0	£0	n/a	0
31/08/07		£464	£390	£74	£0	£0	£0	n/a	0
31/08/06		£423	£456	£-33	£0	£0	£0	n/a	0
31/08/05		£354	£222	£131	£0	£0	£0	n/a	0
31/08/04		£215	£215	£1	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 8.4%
Fundraising Costs/Total Spending: 7.4%
Senior Staff Costs/Total Spending: 16%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 9%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 84%
Reserves/Spending: 8.6 months
Net Current Assets/Spending: 10 months
Quick Ratio: 8.7

Asset Split ?

Established: 27 years

www.mozartists.com

info@mozartists.com

02088469744

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

Where it operates

Birmingham City, Czech Republic, France, Germany, Greece, Italy, Lincolnshire, Staffordshire, Throughout London,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

4 employees

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

DCMS	£190,960
John Lyon's Charity	£70,000
Garfield Weston Foundation	£20,000
Fenton Arts Trust	£3,500

Specific Donations

Amount	When Months	To be used for
John Lyon's Charity - Cultural Capital grant to The Mozartists
£35,000	17/11/2022	Outreach in Ealing
John Lyon's Charity - Cultural Capital grant to The Mozartists
£35,000	18/11/2021	Outreach in Ealing
DCMS - Culture Recovery Fund: Continuity Support
£45,754	22/10/2021	To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further ....more To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further funding in order to be able to operate on a viable and sustainable basis by 31 March 2022.
Garfield Weston Foundation - Main Grants award
£20,000	03/09/2021	MOZART 250 in our 2021/22 season
Fenton Arts Trust - Grant to Mozartists, The
£3,500	11/06/2020	Support for the development of early career singers in Classical Opera’s performance of Mozart’s 'La Betulia liberata'.
DCMS - Classical Opera & The Mozartists - Recovery Funding
£99,452	01/04/2020	To support Arts and Culture throughout England
DCMS - Core cost support and recovery funding
£45,754	01/04/2020	To support Arts and Culture throughout England

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Gender Split

Age Range of Trustees: 61-68

ALISTAIR BUCHANAN (Chair) Appointed: 2023, Occupation: Director

MARK PEMBERTON Appointed: 2023, Occupation: Consultant

DAVID JOHN CHALLEN CBE, Other trusteeship: THE VIOLA COMMISSIONING CIRCLE,

RAPHAEL VERMEIR CBE, Occupation: President Nigeria Conocophillips

Legal constitution

Charitable company registered in England & Wales on 11/07/1997, number: 1063387
Registered at Companies House on 28/04/1997, number: 03361716

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures

Filing Record

20 returns made; AR09: 115 days late,

Main office

Suite 108
Boundary House
Boston Road
LONDON
W7 2QE

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE ART OF MUSIC WITH PARTICULAR REFERENCE TO OPERA.

Defined Area of Benefit:

NOT DEFINED

Data Sources