Finance Score: 1

Governance Score: 9

Support Score: 9

Spending falling: -1
Volatile income: -3
Future income +5
No PartB

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

Overall weighted support: +9

Overall GiG Score: 19

OPERAUPCLOSE LTD

OperaUpClose is a small, ambitious Olivier Award-winning touring opera company producing innovatively staged, unintimidating, affordable and high-quality English chamber re-imaginings of well-known works and premieres of new operas. Our mission is to show opera is a vibrant, living art-form for everyone to enjoy and be inspired by, regardless of gender, ethnicity, background and economic means.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently and there are significant future grants due to be received
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£250	£206	£45	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£187	£173	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£255	£148	£106	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£476	£444	£32	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£305	£333	£-28	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£494	£527	£-33	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£223	£219	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£396	£415	£-18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£449	£426	£22	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Established: 11 years

www.operaupclose.com

info@operaupclose.com

02382 547320

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Other charitable activities

Where it operates

Scotland, Throughout England,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

John Ellerman Foundation	£180,000
Backstage Trust	£40,000
DCMS	£35,000
Garfield Weston Foundation	£30,000
City Bridge Trust	£11,150

Specific Donations

Amount	When Months	To be used for
John Ellerman Foundation - Fundraising & Partnership Manager (new role): enabling the delivery of our nationally significant, high-quality, innovative and collaborative programme for 2023-26
£90,000	27/07/2023	Fundraising & Partnership Manager (new role): enabling the delivery of our nationally significant, high-quality, innovative and collaborative programme for 2023-26
Backstage Trust - Production grant
£35,000	06/01/2023	Production of The Flying Dutchman
Backstage Trust - Core grant
£5,000	19/05/2022	External consultancy to support organisational restructure
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£15,000	12/11/2021 24	OperaUpClose core costs, 2021-23
City Bridge Trust - Grant to OperaUpClose
£11,150	11/06/2020	£11,150 to fund the essential and urgent costs outlined in the application, in order to carry on providing support to Londoners.
DCMS - OperaUpClose
£35,000	01/04/2020	To support Arts and Culture throughout England
Garfield Weston Foundation - Main Grants award
£15,000	07/02/2020	OperaUpClose Core Funding
John Ellerman Foundation - Core costs
£90,000	28/11/2019 36	Core costs
Garfield Weston Foundation - Main Grants award
£10,000	25/07/2018	OperaUpClose 2018-19
John Ellerman Foundation - Salary costs for a Development Manager
£20,000	19/05/2016 24	Towards core costs, specifically the salary costs of a Development Manager to expand its programming to more small- and mid-scale venues.

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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: 39-82

AMANDA HELEN ARISS OBE Appointed: 2016, Occupation: Executive Director Of Creative Diversity Network

CHARITH JEEVAKA LESLIE CABRAAL Appointed: 2018, Occupation: Chartered Accountant

CAROLYN WARD Appointed: 2021, Occupation: Trustee

CLARE WILLIAMS Appointed: 2021, Occupation: Board Member

GWENETH ANN RAND Appointed: 2021, Occupation: Board Member

JOE MCFADDEN Appointed: 2016, Occupation: Chief Technology Officer

JOHN ANDREWS Appointed: 2021, Occupation: Board Member

JOHN WARD Appointed: 2019, Occupation: Development Advisor

MATTHEW LYONS Appointed: 2021, Occupation: Board Member

Legal constitution

Charitable company registered in England & Wales on 08/08/2013, number: 1153307
Registered at Companies House on 17/07/2013, number: 08613929

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

9 returns made; AR23: 1 days late,

Main office

MAST Mayflower Studios
142-144 Above Bar St
Southampton
SO14 7DU

Objectives

TO PROMOTE, MAINTAIN, IMPROVE AND ADVANCE THE EDUCATION OF THE PUBLIC BY THE ENCOURAGEMENT OF THE ARTS, PARTICULARLY THE ARTS OF OPERA, THEATRE AND DANCE, BY THE PRODUCTION OF OPERA, THEATRE AND DANCE BOTH IN THE UK AND INTERNATIONALLY, PARTICULARLY WITH THE INTENTION OF ATTRACTING NEW AUDIENCES TO THOSE ART FORMS BY PROVIDING HIGH QUALITY PRODUCTIONS AT AFFORDABLE PRICES, AND OF PROVIDING TRAINING OPPORTUNITIES FOR EMERGING ARTISTS.

Data Sources

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