Finance Score: -5

Governance Score: 5

Support Score: 2

Multiple Deficits and declines: -5
No PartB

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

Grant maker support: +2

Overall GiG Score: 2

DUCHY OPERA TRUST LIMITED

To educate the public in the dramatic and operatic arts and to further develop public appreciation and taste in said arts, through:1. the staging of "live" opera and operetta performances and concerts at various public venues in Cornwall and Devon and 2. an education programme aimed at involving the wider community, by means of school workshops and masterclasses.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
Spending has increased over the last 3 years relative to the previous period, despite a decline more recently
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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
28/02/23		£28	£29	£-1	n/a	n/a	n/a	n/a	n/a	0
28/02/22		£39	£49	£-10	n/a	n/a	n/a	n/a	n/a	0
28/02/21		£10	£4	£6	n/a	n/a	n/a	n/a	n/a	0
29/02/20		£54	£44	£10	n/a	n/a	n/a	n/a	n/a	5
28/02/19		£14	£25	£-10	n/a	n/a	n/a	n/a	n/a	10
28/02/18		£53	£37	£16	£0	£0	£0	n/a	0	0
28/02/17		£16	£15	£1	£0	£0	£0	n/a	0	0
29/02/16		£26	£22	£4	£0	£0	£0	n/a	0	0
28/02/15		£18	£22	£-4	£0	£0	£0	n/a	0	0
28/02/14	*	£12	£9	£3	£0	£0	£0	n/a	0	0
28/02/13		£30	£28	£1	£0	£0	£0	n/a	0	0
28/02/12	*	£19	£21	£-2	£0	£0	£0	n/a	0	0
28/02/11		£18	£15	£3	£0	£0	£0	n/a	0	0
28/02/10		£17	£15	£2	£0	£0	£0	n/a	0	0
28/02/09		£25	£26	£-1	£0	£0	£0	n/a	0	0
29/02/08		£36	£54	£-18	£0	£0	£0	n/a	0	0
28/02/07	*	£108	£95	£13	£0	£0	£0	n/a	0	0
28/02/06		£58	£79	£-21	£0	£0	£0	n/a	0	0
28/02/05		£28	£65	£-37	£0	£0	£0	n/a	0	0
29/02/04	*	£78	£67	£11	£0	£0	£0	n/a	0	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 42 years

www.duchyopera.co.uk

kharrisiom@aol.com

01872571568

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

Cornwall, Devon,

Who it helps

The General Public/Mankind

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
The Foyle Foundation - Small Grants
£5,000	28/04/2023	towards core costs over the next 12 months including delivery of two one-act operas

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 61-86

DINA GALLICK Appointed: 2023, Occupation: Horticulturist

JUNE STEVENSON Appointed: 2021, Occupation: Part Time

KAREN BEVERLEY SMITH ABBOTT Appointed: 2022

MARGARET KATE LAMB Appointed: 2023, Occupation: Retired

ANDY LANCASTER Appointed: 2017, Occupation: Company Director

GINA WALKEY Appointed: 2017, Occupation: Fitness Consultant

KAREN HARRIS (Chair) Appointed: 2017, Occupation: Accountant

PETER WARD HEYWOOD Appointed: 2014, Occupation: Company Director

PAUL RICHARD ARTHUR COLLINS Appointed: 2001, Occupation: Building Control Surveyor, Other trusteeship: GRADE RUAN COMMUNITY TRUST,

Legal constitution

Charitable company registered in England & Wales on 02/09/1982, number: 285212
Registered at Companies House on 28/05/1982, number: 01639019

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR14: 25 days late, AR12: 383 days late, AR07: 6 days late, AR04: 16 days late,

Main office

Hanas an Mor
Droskyn Point
Perranporth
TR6 0GS

Objectives

TO EDUCATE THE PUBLIC IN THE DRAMATIC AND OPERATIC ARTS, TO FURTHER THE DEVELOPMENT OF PUBLIC APPRECIATION AND TASTE IN THE SAID ARTS, TO ASSIST AND FURTHER SUCH CHARITABLE INSTITUTIONS AND CHARITABLE PURPOSES AS THE COUNCIL OF THE ASSOCIATION SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources