Finance Score: -5

Governance Score: 2

Support Score: 2

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: -1

WESTMORLAND YOUTH ORCHESTRA

WYO provides weekly term-time training in orchestral playing and the presentation of public concerts for young people under the age of 19, who are ordinarily resident in the former county of Westmorland.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests 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
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
31/08/22		£28	£33	£-6	n/a	n/a	n/a	n/a	n/a	2
31/08/21		£15	£29	£-14	n/a	n/a	n/a	n/a	n/a	0
31/08/20		£108	£39	£70	n/a	n/a	n/a	n/a	n/a	6
31/08/19	*	£61	£41	£20	n/a	n/a	n/a	n/a	n/a	6
31/08/18		£47	£40	£8	£0	£0	£0	n/a	0	10
31/08/17		£47	£33	£14	£0	£0	£0	n/a	0	0
31/08/16		£34	£34	£0	£0	£0	£0	n/a	0	0
31/08/15		£43	£34	£8	£0	£0	£0	n/a	0	0
31/08/14		£38	£39	£-1	£0	£0	£0	n/a	0	0
31/08/13		£45	£25	£20	£0	£0	£0	n/a	0	0
31/08/12		£29	£18	£11	£0	£0	£0	n/a	0	0
31/08/11		£23	£20	£3	£0	£0	£0	n/a	0	0
31/08/10		£27	£28	£-1	£0	£0	£0	n/a	0	0
31/08/09		£24	£20	£4	£0	£0	£0	n/a	0	0
31/08/08		£27	£27	£0	£0	£0	£0	n/a	0	0
31/08/07		£24	£17	£7	£0	£0	£0	n/a	0	0
31/08/06		£21	£13	£8	£0	£0	£0	n/a	0	0
31/08/05		£18	£12	£6	£0	£0	£0	n/a	0	0
31/08/04		£20	£14	£6	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 25 years

www.wyo.org.uk

admin@wyo.org.uk

01539443183

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Provides services

Where it operates

Cumbria,

Who it helps

Children/Young People
Other Defined Groups

Who works here?

Unknown number of employees
2 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
Cumbria Community Foundation - Covid-19 Recovery
£5,500	23/02/2022	Covid-19 Recovery
Masonic Trust - MCF Matched Funding
£5,000	23/05/2018	Unrestricted matched funding in partnership with the local masonic province

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

DORTHE PRATT Appointed: 2017

DAVID HUGH OZANNE Appointed: 2022

HEATHER JANE LOWTHIAN Appointed: 2016

OLIVER WATES (Chair)

SARAH LUCY DAVIES Appointed: 2015

URSULA JANE LEVEAUX Appointed: 2020

IAN WALTER JONES Appointed: 2020, Other trusteeship: CUMBRIA FESTIVAL CHORUS,

YVONNE HULME Appointed: 2022, Other trusteeship: PLAYGROUND PROMS,

Legal constitution

Charity registered in England & Wales on 20/04/1999, number: 1075179

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR19: 15 days late,

Main office

Castle Street Centre
Castle Street
KENDAL
LA9 7AD

Objectives

TO ADVANCE THE MUSICAL EDUCATION PRIMARILY OF THOSE YOUNG PERSONS UNDER THE AGE OF 19 WHO ARE ORDINARILY RESIDENT, OR RECEIVE THEIR EDUCATION, WITHIN THE AREA OF THE FORMER ADMINISTRATIVE COUNTY OF WESTMORLAND BY THE PROVISION OF TRAINING IN ORCHESTRAL PLAYING AND THE PRESENTATION OF PUBLIC CONCERTS; AND FOR THE GENERAL PURPOSES OF SUCH CHARITABLE BODIES OR FOR SUCH OTHER PURPOSES AS SHALLBE EXCLUSIVELY CHARITABLE AS THE MANAGEMENT COMMITTEE MAY FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

FORMER ADMINISTRATIVE COUNTY OF WESTMORLAND

Data Sources