Finance Score: 1

Governance Score: 8

Support Score: 9

Multiple Deficits: -2
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +9

Overall GiG Score: 18

ENGLISH TOURING OPERA LIMITED

English Touring Opera is one of the leading opera companies in the U.K. ETO is dedicated to producing and bringing high quality opera to the widest possible audiences through touring across the UK, to offering a comprehensive programme of community events, and to developing a pioneering access programme that seeks to open opera to audiences of all ages through learning and participation.

Analysis by Giving is Great

Positives:

Fundraising costs are 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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

On several occasions in recent years income has been 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
30/06/23		£3,587	£3,876	£-289	£260	£2,024	£1,948	6	15	0
30/06/22		£2,967	£3,528	£-561	£264	£2,270	£2,255	7.7	14	0
30/06/21		£2,554	£1,303	£1,252	£200	£2,831	£2,817	25.9	14	0
30/06/20		£2,816	£2,760	£56	£256	£1,579	£1,565	6.8	17	0
30/06/19		£3,116	£3,249	£-133	£194	£1,523	£1,503	5.6	15	74
30/06/18		£3,407	£3,087	£320	£113	£1,656	£1,619	6.3	14	0
30/06/17		£3,355	£3,122	£233	£117	£1,336	£1,284	4.9	13	0
30/06/16?		£4,074	£3,572	£503	£112	£1,098	£1,034	3.5	13	0
31/03/15	*	£2,834	£2,561	£272	£132	£740	£740	3.5	13	0
31/03/14		£2,968	£2,930	£38	£128	£468	£445	1.8	11	0
31/03/13		£2,568	£2,709	£-141	£123	£430	£397	1.8	11	0
31/03/12		£2,450	£2,527	£-77	£122	£571	£526	2.5	10	0
31/03/11		£2,779	£2,558	£221	£91	£647	£637	3	10	0
31/03/10		£2,640	£2,546	£94	£85	£427	£359	1.7	10	0
31/03/09	*	£2,392	£2,313	£79	£89	£333	£227	1.2	10	0
31/03/08	*	£2,346	£2,331	£15	£74	£254	£222	1.1	10	0
31/03/07		£2,187	£2,186	£1	£88	£239	£222	1.2	9	0
31/03/06	*	£2,295	£2,277	£18	£0	£0	£0	n/a	0	0
31/03/05	*	£2,003	£1,954	£49	£0	£0	£0	n/a	0	0
31/03/04	*	£1,647	£1,507	£140	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 9%
Fundraising Costs/Total Spending: 6.7%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 11%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 6 months
Net Current Assets/Spending: 6 months
Quick Ratio: 3

Asset Split ?

Established: 44 years

www.englishtouringopera.org.uk

admin@englishtouringopera.org.uk

02078332555

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Other Charitable Purposes
Recreation

GiG Classification

Performing and visual arts

How it operates

Provides services

Where it operates

Scotland, Throughout England,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

15 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	£250,000
John Ellerman Foundation	£105,000
The Foyle Foundation	£30,000
Esmee Fairbairn	£5,000

Specific Donations

Amount	When Months	To be used for
Esmee Fairbairn - TASK to English Touring Opera
£5,000	29/11/2023	TASK fund donation towards the Spring 2024 season
The Foyle Foundation - Arts
£30,000	11/07/2022	to transform the autumn 2022 tour into a Handel Festival
The Shears Foundation - English Touring Opera Limited
£5,000	26/01/2022	How to Find Your Name
The Childhood Trust - Music Projects for Children
£5,000	22/06/2021	ETO's award-winning Learning and Participation Programme transforms thousands of children's lives each year, making them more happy, united and successful. Your support will deliver new live and ....more ETO's award-winning Learning and Participation Programme transforms thousands of children's lives each year, making them more happy, united and successful. Your support will deliver new live and digital creative learning projects, never more needed to serve and support more children across London.
DCMS - ETO Culture Recovery Fund Round 2
£250,000	01/04/2020	To support Arts and Culture throughout England
John Ellerman Foundation - Salary of a Reach Coordinator
£105,000	30/09/2019 36	Salary of a Reach Coordinator
Walcot Foundation - Bessie's Wings (community opera & exhibition)
£9,000	18/08/2016 12	Bessie's Wings (community opera & exhibition)
Esmee Fairbairn - Grant to English Touring Opera
£198,000	30/06/2011	Towards the costs of developing the company's autumn seasons.
Esmee Fairbairn - Grant to English Touring Opera
£68,000	23/10/2008 12	Towards Core costs Towards rehearsal costs for a tour of works by Handel.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 31-75

ABIGAIL KELLY Appointed: 2021, Occupation: Opera Singer/Vocal Tutor

CLARISSA ANN MEEK Appointed: 2021, Occupation: Opera Singer

DAVID EREIRA Appointed: 2021, Occupation: Solicitor

LEONORA THOMSON (Chair) Appointed: 2021, Occupation: Freelance Arts Leadership Consultant

PETER PUSKAS Appointed: 2021, Occupation: Artist Manager

ANITA DATTA Appointed: 2019, Occupation: Musician & Teacher

DARREN EDWARD JOYCE Appointed: 2018, Occupation: Head Of Operations (Technical Service)

JANE BEVERLEY DAVIES Appointed: 2016, Occupation: Company Director

LAURA LIEDE Appointed: 2017, Occupation: Finance Manager

MARK RHODES Appointed: 2022, Occupation: Chartered Accountant, Other trusteeships: WILTONS MUSIC HALL, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MARY, BOURNE STREET, LONDON, PINE APPLE BOURNE STREET LIMITED,

TREVOR MOROSS Appointed: 2021, Occupation: Chartered Surveyor

WILLIAM BUSH Appointed: 2010, Occupation: Director

RICHARD SALTER QC Appointed: 2015, Occupation: Barrister, Other trusteeship: LES AZURIALES OPERA TRUST,

Legal constitution

Charitable company registered in England & Wales on 12/02/1980, number: 279354
Registered at Companies House on 01/11/1979, number: 01458501

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
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
Volunteer management

Filing Record

20 returns made; AR15: 3 days late, AR09: 74 days late, AR08: 131 days late, AR06: 7 days late, AR05: 15 days late, AR04: 32 days late,

Main office

English Touring Opera
Mountview
120 Peckham Hill Street
LONDON

Objectives

TO PROMOTE, MAINTAIN, IMPROVE AND ADVANCE EDUCATION PARTICULARLY BY THE PRODUCTION OF EDUCATIONAL PLAYS AND THE ENCOURAGEMENT OF THE ARTS INCLUDING THE ARTS OF DRAMA, BALLET, MUSIC, SINGING, LITERATURE, SCULPTURE AND PAINTING.

Defined Area of Benefit:

NOT DEFINED

Data Sources