Finance Score: 4

Governance Score: 9

Support Score: 6

Reasonable growth: +1
Fundraising costs low: +3

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

Grant maker support: +6

Overall GiG Score: 19

LONGBOROUGH FESTIVAL OPERA

To promote, maintain, improve and advance education of the public through support and encouragement of the art of music. To promote, maintain, improve and advance education of the local community by organising and conducting performances of opera and collaborating with local schools, music students to providing opportunities to attend workshops, rehearsals, performances

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

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		£2,351	£2,369	£-18	£72	£989	£988	5	9	40
31/08/21		£1,688	£2,026	£-338	£59	£1,007	£1,007	6	7	40
31/08/20		£1,250	£796	£455	£0	£1,345	£1,277	19.3	6	5
31/08/19		£1,919	£1,798	£120	£0	£890	£890	5.9	6	45
31/08/18		£1,665	£1,616	£49	£99	£770	£770	5.7	6	40
31/08/17		£1,598	£1,459	£138	£89	£721	£721	5.9	4	0
31/08/16		£1,461	£1,433	£28	£53	£354	£354	3	6	0
31/08/15		£1,354	£1,278	£77	£60	£326	£326	3.1	3	0
31/08/14		£797	£767	£31	£48	£249	£249	3.9	3	0
31/08/13		£1,717	£1,477	£241	£121	£219	£219	1.8	3	0
31/08/12		£892	£955	£-63	£95	£-22	£-22	-0.3	2	0
31/08/11		£818	£826	£-8	£35	£41	£41	0.6	2	0
31/08/10	*	£686	£658	£29	£0	£29	£29	0.5	2	0
31/08/09		£615	£619	£-4	£0	£20	£20	0.4	1	0
31/08/08	*	£571	£582	£-11	£0	£23	£23	0.5	4	0
31/08/07	*	£609	£609	£0	£0	£34	£34	0.7	0	0
31/08/06	*	£481	£421	£61	£0	£0	£0	n/a	0	0
31/08/05?		£469	£182	£287	£0	£0	£0	n/a	0	0
30/09/04		£353	£387	£-35	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 3.3%
Fundraising Costs/Total Spending: 3.1%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 15%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 5 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.9

Asset Split ?

Established: 23 years

www.lfo.org.uk

admin@lfo.org.uk

01451 830 292

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 buildings/facilities/open space
Provides services

Where it operates

Gloucestershire,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

9 employees
40 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
Esmee Fairbairn - TASK to Longborough Festival Opera
£5,000	01/12/2023	TASK fund donation towards educational schools outreach
CHK Foundation - CHK Discretionary Grant
£30,000	08/12/2022	to support specified work
CHK Foundation - CHK Discretionary Grant
£30,000	02/03/2020	towards education and outreach work

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: 36-74

ANNITA CLINTON Appointed: 2020, Occupation: Retired

JONATHAN PHILIP CHARLES HULL Appointed: 2022, Occupation: Consultant

ALEXANDRA MACKESY Appointed: 2019, Occupation: Retired

ANDREW MILES MOSELY (Chair) Appointed: 2023, Occupation: Retired, Other trusteeship: THE COSMAN KELLER ART AND MUSIC TRUST,

JOSEPH PATRICK RALPH GREEN Appointed: 2015, Occupation: Senior Campaigns Manager, Ra

LEO MARTIN ROBERT GRAHAM Appointed: 2019, Occupation: Housewife

MRS E M B GRAHAM Appointed: 2022, Occupation: Housewife

ROSAMUND BERNAYS Appointed: 2014, Occupation: Barrister

DENYS CALDER FIRTH Appointed: 2016, Occupation: Director, Finance, Other trusteeships: ORCHESTRA OF THE AGE OF ENLIGHTENMENT, THE ETON FIVES CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 02/07/2001, number: 1087303
Registered at Companies House on 04/12/2000, number: 04119186

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR10: 20 days late, AR08: 18 days late, AR07: 32 days late, AR06: 7 days late,

Recent reorganisation events:

Asset transfer in from THE SIR MICHAEL MCWILLIAM FOUNDATION on 25/08/2023

Main office

NEW BANKS FEE
LONGBOROUGH
MORETON-IN-MARSH
GL56 0QF

Objectives

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED (THE OBJECTS) ARE SUCH OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS ARE EXCLUSIVELY CHARITABLE IN ACCORDANCE WITH THE LAWS OF ENGLAND AND WALES AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING):-1) TO PROMOTE, MAINTAIN, IMPROVE AND ADVANCE THE EDUCATION OF THE PUBLIC THROUGH THE SUPPORT AND ENCOURAGEMENT OF THE ART OF MUSIC (INCLUDING OPERA, CHAMBER MUSIC, SINGING AND ALL FORMS CONSTITUTING IN WHOLE OR IN PART OF MUSIC) BY PROVIDING, PRESENTING, PRODUCING, ORGANISING, MANAGING AND CONDUCTING PERFORMANCES OF OPERA, MUSIC RECITALS AND CONCERTS OF CULTURAL VALUE TO THE COMMUNITY, AND IN PARTICULAR FOR THE PROMOTION, ENCOURAGEMENT AND APPRECIATION OF OPERA; AND2) TO PROMOTE, MAINTAIN, IMPROVE AND ADVANCE THE EDUCATION OF THE LOCAL COMMUNITY (IN PARTICULAR PROFESSIONAL MUSIC STUDENTS, PRIMARY AND SECONDARY SCHOOL PUPILS) BY THE ORGANISING, MANAGING AND CONDUCTING OF PERFORMANCES OF OPERA IN COLLABORATION WITH LOCAL SCHOOLS, BY PROVIDING MASTER CLASSES IN SINGING FOR PROFESSIONAL MUSIC STUDENTS AND LOCAL SCHOOL PUPILS AND PROVIDING WORK EXPERIENCE FOR THESE STUDENTS AND PUPILS RELATING TO THE ORGANISATION AND PRESENTATION OF MUSICAL PERFORMANCES TOGETHER WITH THE OPPORTUNITY FOR THEM TO ATTEND REHEARSAL SESSIONS.

Defined Area of Benefit:

WORLDWIDE.

Data Sources