Finance Score: 2

Governance Score: 6

Support Score: 12

Poor Liquidity: -1
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +12

Overall GiG Score: 20

THE ORCHESTRA OF THE SWAN

To promote and maintain public education in and appreciation of the art and science of music in all its aspects.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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 age and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender 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
31/08/22		£760	£754	£5	£37	£81	£81	1.3	6	10
31/08/21		£562	£539	£24	£37	£75	£75	1.7	6	10
31/08/20		£489	£511	£-22	n/a	n/a	n/a	n/a	n/a	19
31/08/19	*	£589	£587	£2	£37	£74	£74	1.5	5	26
31/08/18		£632	£600	£32	£30	£72	£45	0.9	4	24
31/08/17		£659	£636	£23	£28	£40	£26	0.5	4	0
31/08/16		£657	£603	£54	£27	£17	£4	0.1	3	0
31/08/15		£492	£505	£-13	£0	£0	£0	n/a	0	0
31/08/14		£521	£557	£-36	£42	£-24	£2	0	2	0
31/08/13		£523	£520	£3	£46	£12	£-19	-0.4	3	0
31/08/12		£577	£596	£-20	£35	£9	£-12	-0.2	3	0
31/08/11		£466	£469	£-3	£0	£0	£0	n/a	0	0
31/08/10		£350	£353	£-3	£0	£0	£0	n/a	0	0
31/08/09		£400	£425	£-25	£0	£0	£0	n/a	0	0
31/08/08		£403	£406	£-3	£0	£0	£0	n/a	0	0
31/08/07	*	£311	£273	£37	£0	£0	£0	n/a	0	0
31/08/06		£354	£355	£0	£0	£0	£0	n/a	0	0
31/08/05	*	£240	£239	£1	£0	£0	£0	n/a	0	0
31/08/04	*	£201	£204	£-3	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.9%
Fundraising Costs/Total Spending: 4.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 72%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 1.3 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.9

Asset Split ?

Established: 26 years

www.orchestraoftheswan.org

info@orchestraoftheswan.org

01926 350028

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 services

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
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.

Major supporters in last 5 years

DCMS	£231,003
Ministry of Defence	£52,500
Garfield Weston Foundation	£50,000
The Foyle Foundation	£45,000
Masonic Trust	£33,644

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Arts
£25,000	28/11/2023	towards ongoing costs over the next 12 months
Masonic Trust - MCF Large Grant
£33,644	20/07/2023	Grant to fund Cafe Muse in Herefordshire, supporting isolated older veterans with dementia through a weekly co-created music session with lunch.
Ministry of Defence - Covenant Fund
£17,500	12/11/2021	To increase capacity in services and initiatives that offer supportive comradeship, engagement and wellbeing efforts for those in the Armed Forces community impacted by events in Afghanistan, and the ....more To increase capacity in services and initiatives that offer supportive comradeship, engagement and wellbeing efforts for those in the Armed Forces community impacted by events in Afghanistan, and the wider veterans community.
DCMS - Culture Recovery Fund: Continuity Support
£30,000	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.
The Foyle Foundation - Arts
£20,000	08/07/2021	towards the community engagement programme in 2021/22 including work in SEND and mainstream rural schools (awarded grant in response to coronavirus)
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£35,000	13/11/2020	The Positive Pathways programme funded projects that develop and run activities supporting the mental health and wellbeing of ex-Forces.
DCMS - Coronavirus Community Support Fund
£16,003	08/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
DCMS - OOTS Sustainability
£130,000	01/04/2020	To support Arts and Culture throughout England
DCMS - Sustainability 2021
£55,000	01/04/2020	To support Arts and Culture throughout England
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£50,000	14/02/2020	Secondsight' - our regional Immersive Residency Model
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£40,000	18/09/2017	Orchestra of the Swan 2017-2018 organisational development
National Lottery Community Fund - Anthony and Cleopatra - the musical!!
£49,822	28/11/2013 12	The project will develop a programme of workshops, rehearsal and performances aimed at developing childrenÂ’s singing and musical skills and improving attitudes towards children and young people ....more The project will develop a programme of workshops, rehearsal and performances aimed at developing childrenÂ’s singing and musical skills and improving attitudes towards children and young people with learning and physical disabilities. The programme will involve children, teachers, carers and parents from special and mainstream schools working together to increase childrenÂ’s confidence, and it will culminate in various schools participating in the final performances of a musical.
Esmee Fairbairn - Grant to Orchestra of the Swan
£60,000	22/02/2012	Towards a creative project in special and primary schools in partnership with Warwick Arts Centre and Symphony Hall Birmingham.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 36-70

SUNNEY SHARMA Appointed: 2022, Occupation: Arts & Wellbeing Manager

CAROLYN FIONA HODGES Appointed: 2024, Occupation: Retired

MARCUS BOYD WILLETT Appointed: 2020, Occupation: Strategic Cyber Consultancy

ROGER WILSON Appointed: 2022, Occupation: Diversity Consultant

ALTAF KARA Appointed: 2014, Occupation: Director

CHRISTOPHER WHEELER Appointed: 2015, Occupation: Graphic Designer, Other trusteeship: STRATFORD UPON AVON UNIT 507 OF THE SEA CADET CORPS,

HILARY CLARE EVANS Appointed: 2021, Occupation: Chartered Accountant, Other trusteeship: ST. CECILIA SINGERS OF GLOUCESTER,

JOHN WILLIAM EWART LIGGINS Appointed: 2011, Occupation: Director, Other trusteeship: STRATFORD-ON-AVON MUSIC FESTIVAL,

SIMON ROY LITTLEWOOD Appointed: 2020, Occupation: Publishing Industry Consultant, Other trusteeship: OXFORD BACH SOLOISTS,

Legal constitution

Charitable company registered in England & Wales on 11/03/1998, number: 1068570
Registered at Companies House on 30/10/1997, number: 03458051

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR19: 27 days late, AR07: 120 days late, AR05: 11 days late, AR04: 109 days late,

Main office

Orchestra of the Swan
Warwick Schools' Foundation
Myton Road
Warwick
CV34 6PP

Objectives

TO PROMOTE, ADVANCE, IMPROVE, DEVELOP AND MAINTAIN PUBLIC EDUCATION IN AND APPRECIATION OF THE ART AND SCIENCE OF MUSIC IN ALL ITS ASPECTS BY THE PRESENTATION OF PUBLIC CONCERTS, RECITALS, FESTIVALS, OPERA, BALLET, MUSICAL AND DRAMATIC WORKS AND DISPLAYS AND ENTERTAINMENTS OF ALL KINDS INVOLVING ORCHESTRAS, THE THEATRE, VARIETY STAGE, MUSICALS, RADIO, TELEVISION AND OTHER MEANS OF TRANSMITTING SOUND OR PICTORIAL AFFECTS (THE EVENTS) FOR THE PUBLIC BENEFIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources