2023-03-31-accounts

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Supporting the Arts, Medical Welfare and the Environment

Report and Accounts 2023

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© Hackney Shed
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Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457 \

Dame Bridget D’Oyly Carte (1908-1985)

Dame Bridget established The D'Oyly Carte Charitable Trust as a grant-making charity in 1972 to support The Arts, Medical Welfare and The Environment

Cover Photo: Hackney Shed (see page 24)

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Report and Accounts

for year ended 31[st] March 2023

	Page
Trustees’ Report for Year Ended 31stMarch 2023
Historical Background	5
Governing Document	5
Measuring Impact and Public Benefit	6
Charitable Objective and Mission	6
Governance	6
Financial Review	9
Grant-making	13
Trustees' Responsibilities	35
Accounts for Year Ended 31stMarch 2023
Auditor's Report	37
Statement of Financial Activities	42
Balance Sheet	43
Statement of Cash Flows	44
Notes to the Accounts	45
Appendix 1
Grants Paid in the Years Ended 31stMarch 2023 and 2022	50

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Trustees’ Report for the year ended 31[st] March 2023

Trustees

Andrew Jackson (Chairman) Amelia Beringer Nina Camilleri Frances Flinter MD FRCP FRCPCH (appointed 18 Aug 2022) Henry Freeland RIBA Michael O’Brien MD FRCP Julia Sibley MBE Andrew Wimble

(The Trustees are also Directors of the Charitable Company)

Executive Director

Jane Thorne Auditor RSM UK Audit LLP Portland 25 High Street Crawley, West Sussex RH10 1BG

Bankers CAF (Charities Aid Foundation) 25 Kings Hill Avenue West Malling Kent ME19 4TA

Investment Managers

Cazenove Capital Management Investec Wealth & Investment 1 London Wall Place 30 Gresham Street London EC2Y 5AU London EC2V 7QN

Solicitors Macfarlanes LLP 20 Cursitor Street London EC4A 1LT

Registered Office 6 Trull Farm Buildings Tetbury Gloucestershire GL8 8SQ

www.doylycartecharitabletrust.org Email: info@doylycartecharitabletrust.org

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Historical Background

The D'Oyly Carte Charitable Trust (the Charity) was founded by Dame Bridget D'Oyly Carte as an endowed grant-making charity in 1972.

Dame Bridget was the grand-daughter of Richard D'Oyly Carte, the theatrical impresario who built and opened the Savoy Theatre in 1881 and then the Savoy Hotel in 1889.

A Director and Vice-Chairman of The Savoy Group (which included the Savoy Hotel and the Savoy Theatre), and head of the D’Oyly Carte Opera Company from 1948-82, Dame Bridget established The D'Oyly Carte Charitable Trust to support her personal charitable interests. Certain charities in which Dame Bridget took a special interest during her lifetime continue to be supported by the Trustees, including The D’Oyly Carte Opera Trust.

1998 marked a turning point in the history of the Charity when the Trustees, after taking legal and financial advice, and with the approval of the Charity Commissioners, agreed to sell the Charity's shares in The Savoy Hotel PLC (The Savoy Group) to Blackstone Hotel Acquisitions Company. This sum formed the capital assets of the Charity which have since been invested in a diversified portfolio of investments.

Over the years the Trustees have sought in their grant-making to uphold the aims, interests and values of Dame Bridget, whilst adapting to the changing needs of the modern charitable world.

The Trustees continue to feel immensely privileged and proud to be able to support such a diverse range of charities seeking in some way to enhance and improve people's lives. The Trustees’ objective is to achieve this by using the funds to create enrichment, impact and inspiration in the best possible way through the Charity’s mission and capital.

Governing Document

The D’Oyly Carte Charitable Trust became a Company Limited by Guarantee in 2005. In November that year a new company (No. 5638406 Registered in England) was formed and subsequently registered in December 2005 by the Charity Commission as The D’Oyly Carte Charitable Trust under Charity Registration No. 1112457.

The D’Oyly Carte Charitable Trust ‘the Company’ is governed by a Memorandum and Articles of Association dated 14[th] September 2005 and the operations and assets transferred to ‘the Company’ as from 1[st] April 2006. The initial members of ‘the Company’ were the subscribers to the Memorandum and Articles of Association, and, in relation to the Companies Act 2006, the Trustees are also Directors of ‘the Company’.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Measuring Impact and Public Benefit

As a grant-making trust, providing public benefit is at the heart of the Charity’s activity, as demonstrated in the pages that follow in this Report. The Trustees consider that they have complied with their duty in Section 17 of the Charities Act 2011 and have due regard for the guidance of the Charity Commission on public benefit when reviewing the Charity’s aims and objectives and in planning future activities and setting grant making policy.

Charitable Objective and Mission

The Charity’s objective is to make grants to registered charities concerned with the advancement of such exclusively charitable objects as the Trustees shall from time to time determine, in particular (but not limited to) the advancement of the arts, health and medical welfare and environmental protection or improvement, especially within the priorities of its grants policy.

The grantmaking review on pages 13-34 and the full list of grants on pages 50–65 demonstrate that this objective continues to be achieved.

The majority of the Charity’s grant-making is reactive and is measured against what individual charities are seeking to achieve. In most cases The D’Oyly Carte Charitable Trust is one of several funders and cannot therefore take sole credit for the outcomes achieved.

The Trustees aim to create impact and enrichment by supporting work that enhances people’s lives and life chances, well-being and the living environment, and this is where public benefit is most directly achieved.

Governance

Trustees

The Trustees of The D’Oyly Carte Charitable Trust are committed to applying the highest standards of ethical conduct and integrity in the Charity’s business activities.

The Trustees, also being Directors of the Company, and the Executive Director (the Company Secretary), recognise their duty to ensure that the Charity is compliant with the law and they are committed to good governance and to implementing and enforcing effective systems throughout the organisation to prevent any improper conduct arising in their business dealings.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

The Governing Document allows for up to a maximum of ten and a minimum of three Trustees (also Directors for the purpose of company law) and those Trustees who served during the year were Andrew Jackson (Chairman) , Amelia Beringer, Nina Camilleri, Henry Freeland, Dr. Michael O’Brien, Julia Sibley and Andrew Wimble (Chairman of the Investment Committee). During the year Professor Frances Flinter MD FRCP FRCP CH was welcomed as a Trustee from 18[th] August 2022.

The Trustees regularly discuss succession planning and the balance of skills on the Board to make informed decisions, and, when required, new Trustees are selected based on the experience and knowledge they can contribute to the aims of the Charity. Potential Trustees are interviewed by two Trustees and the Executive Director, and a recommendation is then placed before the Board of Trustees. All Trustees are involved with other charities and give their time to the Charity voluntarily.

The Trustees are also the Members of ‘the Company’ and, under the terms of its Articles, every Member promises, if the Charity is dissolved while he or she remains a member, or within 12 months afterwards, to pay up to £10 towards the costs of dissolution and the liabilities incurred by the Charity while they were a member.

Register of Trustees’ Interests

In accordance with the Charity Commissioners’ guidance that charity trustees who may have a personal interest in any matter before the trustees should declare that interest and refrain from taking part in any discussion relating to it, a Register of Trustees’ interests is maintained and updated annually. Trustees are required to disclose all relevant interests and register them with the Executive Director, and, in accordance with the Charity’s policy, withdraw from decisions where a conflict of interest arises.

Charity Governance Code

Trustees regularly review Charity Commission guidance and publications in order to ensure that the principles and recommended best practice for good governance are observed.

During the year, the Trustees reviewed the Charity Governance Code recommended by the Charity Commission and agreed that they would continue to observe its principles and to use the Code as a tool for continuous improvement towards the highest standards. A Charity Governance Code Compliance Record is updated annually.

Appointment of Auditor

At the Annual General Meeting of the Charity held in July 2022 RSM Audit UK LLP was reappointed as Auditor until the next AGM in July 2023.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Key Management Personnel

The Directors consider that the Board of Directors, who are the Trustees of the Charity, and the Executive Director comprise the key management personnel of the Charity in charge of directing, controlling and operating the Charity.

All Directors give their time freely and no member of the Board of Directors received remuneration in the year. Details of Directors’ expenses and related party transactions are disclosed in note 6 in the accounts (nil in the year under review).

The day to day management of the Charity is carried out by the Executive Director, supported by The Trust Partnership (www.thetrustpartnership.com) in the administration of grants, accounting and book-keeping.

The Executive Director’s remuneration for time spent on the Charity’s affairs is reviewed annually, firstly by the Remuneration Committee who then make a recommendation to the Trustees. The Executive Director is neither a Trustee nor a Director of the Company. She is an employee of The Savoy Hotel Ltd. and her remuneration is cross-charged to the Charity and paid through The Savoy’s payroll on a monthly basis.

Fundraising

In accordance with section 162a of the Charities Act 2011 the Charity is required to make a statement regarding fundraising activities. The legislation defines fundraising as ‘soliciting or otherwise procuring money or other property for charitable purposes’. The Charity does not undertake fundraising from the general public; therefore the Trustees do not consider it necessary to design specific procedures to monitor such activities.

Hospitality Register

A Hospitality Register is maintained to record visits made by Trustees and staff to grant beneficiaries or charities requesting grants, so as to monitor performance and standards in relation to grants made or applications received.

Against the background of the Charity’s work as defined in its objects, the Trustees consider the risk of the Charity contravening The Bribery Act 2010 to be very small. For the avoidance of doubt, however, the Trustees expressly prohibit anyone associated with the Charity from offering, giving, soliciting or accepting any bribe (of whatever nature) in order to advantage the Charity, applicant charities, themselves or persons/businesses connected with either.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Financial Review 2022/23

Investment Management

The Trustees have the authority to delegate discretionary powers of investment and all investments held by the Charity are managed in accordance with these powers.

The Trustees continue to keep the management of their investments under regular review and, subject to satisfactory service and performance, the Charity’s Investment Managers are reappointed on an annual basis.

In line with good governance, an independent review of the performance of the Charity’s Investment Managers last took place in January 2020, since when the Charity’s portfolio has been managed by Cazenove Capital Management (CCM) and Investec Wealth & Investment Ltd. (IW&I). The Trustees will consider another independent review in due course.

During the year, the Investment Committee continued to keep in close contact with the Investment Managers who presented overviews of the portfolios under their management to the full Board of Trustees in July 2022. Quarterly valuations and minutes of meetings are circulated to all Trustees, and the Chairman of the Investment Committee reports on the Charity’s investments to the Board of Trustees at their meetings throughout the year.

Investment Policy and Objectives

The financial objective of the Charity is to maintain the real value of the capital assets whilst generating a stable and sustainable return to fund grant making. The assets are invested for Total Return and the Trustees aim to maximise Total Return while mitigating risk to the real value of the grants it distributes at a rate the Trustees believe, in consultation with their Investment Managers, is consistent over the medium term with at least maintaining the real value of the fund (after allowing for administration costs).

Investment Policy Statement

The Trustees have an Investment Policy Statement (IPS) in place with their Investment Managers that takes into consideration the Charity’s mission and Charity Commission guidance, and sets out the long-term investment objective, risk profile, strategic asset allocation and investment restrictions. It is reviewed and updated annually, firstly by the Investment Committee and then by the Board of Trustees.

Discussion around investment exclusions is ongoing and an updated IPS is expected to be ratified by the Trustees in July 2023.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Investments

Although the year under review was an improvement on the period dominated by Covid, it presented other deeply concerning crises, and the financial markets continued to experience significant volatility with Russia’s ongoing invasion of Ukraine impacting any hopes that the global economy might be able to move on from the destruction of the pandemic. One of the biggest consequences was the energy crisis in Europe and the scramble to find alternatives to Russian gas. Energy ministers agreed on a price cap on Russian exports of oil and gas but the EU energy regulator expressed doubt that it would lead to cheaper supplies for business and consumers. Hopes for a swifter transition to more sustainable sources of energy have taken a knock in the process, with global coal use set to hit an all-time high. World oil markets were also recast as western countries tried to limit Russia’s revenues, one of many moves aimed at disrupting its economy. The conflict wrecked supply chains, threatened global food markets and fueled a global cost of living crisis.

Against this backdrop, the Charity, which has a long-term performance target of CPI+4% over a rolling 5 year period, alongside composite benchmarks for short-term performance monitoring for each Investment Manager, saw its assets decrease over the period and the value at the year-end was £63,668,670, a decrease in value of 4.2% over the previous year (2022: £66,472,463).

Income and Expenditure

Over the period the Charity’s total income amounted to £1,322,355 compared to £1,180,399 in the previous year, an increase of 12%. Grants agreed amounted to £1,962,483 which was an increase of 8.7% compared to the previous year when grants totalling £1,804,716 were agreed.

The Charity’s total return strategy currently requires a distribution policy of a flat amount of £1,800,000 per annum divided between the two Investment Managers in proportion to the value of each respective portfolio.

There was an increase in support costs during the year from £128,472 to £129,364, an increase of 0.7%. The costs of raising funds (Investment Management fees) reduced by 6.3% from £247,875 to £232,292.

Reserves Policy

The Trust Fund represents an amount allocated by the Trustees to secure the long-term future of the Charity by ensuring there are adequate resources to meet anticipated charitable obligations. The Charity distributes in excess of its income every year so therefore has no income retained as unrestricted funds. The reserve balance at the end of the year decreased from £66,471,869 in 2022 to £63,458,793 (a decrease of £3,013,076).

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

The Trustees monitor investment performance and continue to set the Investment Managers the task of producing the best financial return with an acceptable level of risk. It is the policy of the Trustees to protect a core of investments and cash assets to generate income for future years' grant awards.

Going Concern

As a result of the strong reserves position the Trustees remain confident that the Charity will remain a going concern. The Trustees consider the value of the investment portfolio and the forecast investment income will be sufficient to sustain the Charity in the next twelve months and the longer term.

Internal Controls

The Trustees have a duty to ensure that adequate systems and procedures are in place to safeguard the Charity's assets. The Investment Committee is empowered by the Trustees to ensure that appropriate internal controls are implemented and monitored and that the risks are managed and controlled.

Risk Management

The Trustees are satisfied that appropriate policies, protection, systems and checks are in place in order to mitigate exposure to major risks. The Trustees and Executive Director review the Risks Register regularly and risk continued to be a common theme at Trustees’ meetings during the year.

The principal risks relate to investment performance and operational risks in terms of grantmaking arising from system malfunctions or fraudulent applications.

Investments and Grant-making capacity: The Trustees regularly review the performance of the Charity’s investment portfolios in accordance with the Charity’s investment policy which balances risk with investment returns.
Operational processes: Internal procedures and computer systems are regularly reviewed and updated and all grant applications are screened by the grants administration team. The ability of computer systems to allow for remote working, and for Trustees to meet online, as permitted in the Charity’s Governing Document, has been tested during the pandemic and proved to be effective and robust.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Status and Reputation: The Trustees regularly discuss reputational risk and a clear framework for assessment and decision making on grant applications is in place.
Conflicts of Interest: The Charity has a Conflicts of Interest policy which is reviewed annually by the Trustees and the Executive Director.
Ethical and Environment: The Charity has an Investment Policy Statement in place with its Investment Managers which is reviewed and agreed annually. An Ethical Investment Policy is expected to be ratified by the Trustees in July 2023.

The Charity requires its Investment Managers to take a carbon aware approach to investments in fossil fuel companies and to consider absence of harm when making investments.

The Trustees are satisfied that their investment managers have suitable policies in place regarding their stock selection to evaluate their corporate behaviour and ensure that this complies with the latest Environmental Social and Governance (ESG) practices.

Safeguarding: The Trustees recognise that Safeguarding is a key priority for all charities, and for projects working with children and young people, or vulnerable adults, the Charity requires that all applicant charities confirm during the application process that up-to-date Safeguarding Policies and Procedures are in place in line with Charity Commission regulatory expectations.
Pandemic: Due to the unprecedented global impact of COVID-19, the implications of pandemic on both the Charity's assets and operations have been highlighted on the Risk Register as an ongoing risk.

At the time of the last Risk Review in March 2023 the Trustees considered that effective risk mitigation was in place.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

The Charity’s Grant-making

The Trustees make grants for charitable activity which they hope will enhance and improve the quality of life for people in the United Kingdom, especially those who are disadvantaged in some way. The Trustees concentrate this activity by supporting charities in specific areas of interest connected with the arts, medical welfare and the environment, as reflected in their Grant-making Priorities.

The Charity invites applications from registered charities whose operational area is within the United Kingdom, for the benefit of residents of the United Kingdom. Applications from individuals are not considered.

Registered charities wishing to apply for a grant are requested to do so online via the Charity’s website www.doylycartecharitabletrust.org. Applicants are required to study the Charity’s online Guidelines before submitting an application to ensure full compliance, and an eligibility portal indicates whether an application can proceed to the online application form.

Once an application has been submitted via the website an automatically generated response confirms receipt to the applicant, with a copy of the application form attached. Full application guidance is available on the website, and, if needed, additional help can be obtained by telephoning the Charity’s Grants Administrators on 0203 637 3003 or by emailing info@doylycartecharitabletrust.org.

The Trustees consider applications three times a year at their Board meetings held in March, July and November, and the majority of grants awarded are on a one-off basis. Term grants are very occasionally agreed to charities whose work the Trustees know well, for a maximum period of three years. The Charity is always oversubscribed with applications and inevitably has to make difficult decisions.

Trustees do not consider requests from charities that have had an application turned down until two years have elapsed after the date of rejection. Charities in receipt of three years of consecutive funding or three grants in the previous five years are asked to wait three years before re-applying.

The legacy of Covid-19 will continue to be felt for some time yet, and many charities have had to demonstrate huge resilience and determination to survive in order to continue the vital support they provide to the people and communities that need it the most. The Charity has continued with its objective to be responsive to where need is greatest, and during the year under review has supported a wide range of charitable activity within its stated priorities, seeking to enrich lives and wellbeing, to enable people to enjoy and benefit from everything the arts can bring them and to help bring about effective solutions for those in need.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Grant-making Priorities (updated February 2023)

Notwithstanding the Charity’s overall charitable objectives for the public benefit, the Trustees regularly review their policies, objectives and guidelines, and, following a full review in November 2022, determined that their grant-making priorities for the three years from February 2023 would focus on:-

The Arts

Access and participation in the arts for those who have least access to them with emphasis on choirs and singing to build community and bring people together
Support for charities seeking to engage with, and inspire, young people on the fringes of society through music and drama projects to improve their employability and diminish the risk of social exclusion
Performance development opportunities in the performing arts for those in the early stages of their careers

Medical Welfare

Music and art therapy and non-clinical interventions that use singing, drama and musical techniques to aid recovery from illness and improve quality of life and mental wellbeing
Support for charities concerned with alleviating the suffering of adults and children with medical conditions who have difficulty finding support through traditional sources
The welfare of those who care for others through the provision of breaks for carers, with an emphasis on projects and schemes assisting young carers

The Environment

Social and therapeutic horticulture projects that embrace nature as a tool for mental wellbeing by using gardening or other environmental activities to bring about positive changes in the lives of those who are living with disabilities or ill-health
Active involvement in hands-on conservation activities, particularly those that bring about positive changes in the lives of young people living at the margins of society to improve their skills, build their confidence and break down barriers to their employment
Rural crafts and skills in heritage conservation, with emphasis on increasingly rare skills that would otherwise be lost

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Grant-making Restrictions/Exclusions

The Charity is unlikely to support/respond to applications relating to the following:

Capital projects and routine maintenance
Community transport organisations or services, air ambulances, requests for vehicles
Conferences, Exhibitions, Seminars, Expeditions
Counselling and psychotherapy services
Drug abuse or alcoholism rehabilitation
Feasibility studies
General and round-robin appeals
Hospitals and individual hospices
Individuals
Large well-funded national charities
Mainstream schools (and projects linked to the national curriculum)
Medical Research
Nurseries and Playgroups (other than those for special needs children)
Organisations that are not Registered Charities (or accepted as Exempt Charities)
Projects taking place or providing benefit outside the UK
Recordings and commissioning of new works
Retrospective funding
Religious causes and activities
Sport
Universities

Grant Monitoring and Evaluation

The public benefit of funding by the Charity is measured against the achievements of the charities funded by the Charity. Grant recipients are required to meet the Charity’s reporting requirements which are communicated when a grant is awarded. The Charity’s grant monitoring and reporting process aims to be ‘light touch’ and is intended to give Trustees an idea of what each grant has achieved as well as the challenges individual charities face.

The Charity seeks to avoid a disproportionate reliance on complex procedures both in the application process and in systematic attempts to evaluate the benefit achieved by its grants. The benefit of understanding the impact of a small grant that has made a huge difference to someone’s quality of life is often outweighed by the effort in attempting to prove it.

The Trustees endorse the belief that a good relationship between the funder and the funded should be based on trust and mutual respect on both sides.

Grant recipients are sent an online link in order to submit their monitoring report on the benefit achieved by the Charity’s grant within twelve months of receiving it; and, as many of the Charity’s grants contribute to projects also supported by one or several other donors, we happily accept information that has been prepared for another funder if appropriate.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Above all, it is the guiding policy of the Trustees to make the best possible use of the Charity’s resources in supporting a wide cross-section of charitable activities within the Charity’s stated remit and grant-making priorities. The Trustees hope that they achieve this successfully by making carefully considered grant decisions and by seeking to ensure that their grants are used effectively without imposing disproportionate reporting conditions on grantees.

Grant Applications 2022/23

In the year under review 892 applications were made to the Charity and were eligible for consideration under the Charity’s Guidelines. The Trustees have continued their commitment to make grants in the range of £500 to £6,000 to smaller charities that do not enjoy a high profile in order to create significant impact on the work of the charity concerned; and, recognising the day-to-day funding needs of charities, the Trustees continue to consider applications for core costs, in particular to enable charities to reach more participants through paid volunteer co-ordination.

During the year 308 first-time applications were received compared to 244 last year: 145 new Arts applications, 108 new Medical Welfare applications and 55 new Environmental applications. Of these first-time applications, 105 were successful and 30 new Arts grants, 38 new Medical Welfare grants and 37 new Environmental grants were awarded.

Grant Awards 2022/23

During the year, the Trustees paid a total of £1,874,483 in grants to 514 charities. This was an increase in value compared to the previous year when 488 grants totalling £1,796,216 were paid. Grants agreed during the year but not yet paid at the end of the year amounted to £220,000 (2022: £132,000).

The Trustees’ decision-making on grants in the period continued to follow the procedures laid down and applied in past years. The distribution of grants between the sectors Arts, Medical Welfare and the Environment continues to be flexible, allowing Trustees to respond to the number and quality of applications.

Charitable Trusts and Foundations, as independent grant-makers, exist to create a better society - and have the distinctive opportunity to determine their own agenda. Whatever the cause, the Trustees seek to direct their funds to where they can make a major difference, and this aim steers them away from large national charities and significant appeals.

The Trustees recognise the vital impact their funding can make, and the encouragement it can give, particularly to smaller charities seeking to deliver projects that influence with positivity, and provide desperately needed services in the community for people, both young and old, who face significant challenges and difficulties in life.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Annual Grants Paid 2018/19 – 2022/23

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£1,874,483
£1,796,216
£1,783,704
£1,490,482
£1,289,525
2018/19 2019/20 2020/21 2021/22 2022/23
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The Arts

231 grants were paid to Arts charities, involving a total distribution of £857,878 – an increase on the previous year when a total of £798,242 was distributed to 213 charities.

Medical Welfare

£683,244 was distributed to 194 Medical/Welfare charities, compared to £692,868 in the previous year distributed among 194 charities.

The Environment

89 grants were paid to Environmental charities during the year amounting to £333,361 compared to £305,106 distributed in the previous year to 81 charities.

A selection of grants awarded during the year, under each of the Charity’s priority areas, are featured on pages 24-34 and all grants paid during the year are included in the full list of grants in Appendix 1 on pages 50-65.

The Trustees expect their level of grant-making in 2023/24 to be at a broadly similar level to the year under review.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Grants Distribution 2021/22 and 2022/23

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£857,878
£798,242
£692,868 £683,244
£333,361
£305,106
2021/22 2022/23
Arts Medical / Welfare Environment
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Grants paid by Sector 2019-2023

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1,000,000
900,000
800,000
700,000
600,000
500,000
400,000
300,000
200,000
100,000
0
2018/19 2019/20 2020/21 2021/22 2022/23
Arts Medical / Welfare Environment
Amount of Grant Paid in £
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The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Grants paid by Subcategory 2022/23

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400
350
300
250
200
150
100
50
0
Access to the Arts Access to the Arts Music & Drama Performing Arts Countryside Rural Crafts & Social & Therapeutic Woodland Art Therapy Carers' Welfare Medical Support Music Therapy Welfare of At Risk Young Carers'
for Young People projects for young development conservation Heritage Skills Horticulture conservation People Welfare
people
Amount of Grant Paid in £'000s
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Distribution of Grants Paid by Area Served 2022/23

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Sector Split of Number of Grants Paid by Region 2022/23

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UK Wide 65 69 11
England 17 10 4
Scotland 9 10 6
Wales 12 4 6
Northern Ireland 7 1
London 36 12 8
South East England 13 38 18
South West England 21 10 12
Midlands 16 17 10
Eastern England 8 8 4
North East England 13 8 5
North West England 14 8 4
Arts Medical/Welfare Environment
Region
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The D’Oyly Carte Chair in Medicine and the Arts

The Trustees of The D’Oyly Carte Charitable Trust established The D’Oyly Carte Chair in Medicine and the Arts at King’s College London (KCL) in 2001 with a £2 million endowment to stimulate high quality teaching, research and public debate in the field of medicine and its relationship to literature, philosophy and other arts, including those of performance.

Professor Brian Hurwitz undertook these responsibilities from 2002 to 2020 and reported regularly to the Charity, and annually to a KCL D’Oyly Carte Chair Advisory Board as a source of guidance and advice for the Chair, and as a financial audit and review body.

Last year the Trustees agreed with KCL that their endowment would in future fund a Senior Lecturer in Arts and Health, to be based in the Faculty of Life Sciences and Medicine, to develop and deliver teaching and research in medicine and the humanities, creating connections, external interfaces and partnerships between the performing arts and medicine and health related disciplines for MBBS students. Dr. Alex Mermikides was appointed to this role in March 2022.

Dr. Mermikides presented her first report covering the period from March to October 2022, firstly to the Trustees at their meeting in November 2022, and then to the Advisory Board in December 2022. The Trustees look forward to seeing her role develop in the years ahead.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Supporting Excellence in The Arts, Crafts and Horticulture

The Trustees have continued their practice of making a few regular exceptional term grants outside their general grant-giving range to outstanding arts conservatoires and centres of excellence to help exceptionally talented students from the United Kingdom to realise their full potential and give themselves wholly to the training on offer. The distribution of this bursary funding is assessed and awarded by each institution, not by the Charity.

Five annual bursary grants of £10,000 continue to be awarded as follows:

City & Guilds of London Art School (Heritage Conservation) 2023 - 2025 Guildhall School Trust (Acting/Singing) 2023 - 2025 Royal Academy of Dramatic Art (Acting/Technical Theatre Stage Management) 2023 - 2025 Royal Academy of Music (The D’Oyly Carte Memorial Award/Singing) 2022 - 2024 Royal Northern College of Music (Singing/Instrumental) 2023 - 2025

In addition, last year the Trustees awarded two additional exceptional annual grants of £10,000 per annum for three years to The Queen Elizabeth Scholarship Trust to support excellence in British craftsmanship and The Royal Horticultural Society in support of horticultural apprenticeships. The second instalment of these two grants was paid during the year.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

The D’Oyly Carte Opera Trust and The Savoy Operas

The Trustees have continued their support for The D’Oyly Carte Opera Trust’s education work during the year and agreed a further grant of £20,000, the sixth exceptional grant awarded by the Trustees since 2016, to support The D’Oyly Carte Opera Trust’s ongoing collaborations with opera companies and the performance of Gilbert & Sullivan’s Savoy Operas.

The Trustees’ support of The D’Oyly Carte Opera Trust acknowledges their shared heritage and the operas’ national importance and resurgence in popularity.

Over the summer, as a result of the Charity’s grant, The D’Oyly Carte Opera Trust was able to collaborate with London Festival Opera and Charles Court Opera. Both were working with school and community groups, using G&S as their tool for a way into appreciating opera.

London Festival Opera produces Opera Magic, which they take into schools with singers. Interaction with the children is a key element of the programme and the singers, wearing operatic costumes, serenade the audience, going amongst them and creating a shared experience.

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© Philip Blake Jones/London Festival Opera
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“For generations attending and, more importantly, taking part in works such as ‘The Mikado’, ‘Iolanthe’, ‘The Pirates of Penzance’ and ‘HMS Pinafore’ has been a wonderful way to introduce children to opera and operetta. This seems to be somewhat neglected now in schools and education.”

Philip Blake Jones, Artistic Director, London Festival Opera

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

The Charity’s 50[th] Anniversary Awards

To mark the 50[th] Anniversary of The D’Oyly Carte Charitable Trust on 14[th] December 2022, seven charities already supported by the Charity were invited by the Trustees to apply for an exceptional grant of £10,000 each. These anniversary grants were agreed by the Trustees outside the Charity’s normal Guidelines, and were awarded to:

Amscordi Ltd. to support the costs of IMS Prussia Cove’s Open Chamber Music Seminar in September 2023 which offers vital opportunities to young musicians, as well as bringing exceptional cultural experiences to audiences in Cornwall.

Foundling Museum to support the museum’s music programme, including the Young Artists’ Platform, in 2023. The grant will increase performance opportunities to early-career musicians and the opportunity to welcome larger performance groups and strengthen collaborative partnerships.

Keech Hospice Care towards the delivery of Music and Art Therapy in 2023 and to help ensure that the immeasurable impact of these therapies on patients and their loved ones is there for them at an incredibly difficult time in their lives, pre and post bereavement.

Melodians Steel Orchestra towards the delivery of a public choral event in 2023 providing a valuable opportunity for existing players to guide new players and help them to develop their skills.

Orchestras for All towards a four-day residential orchestral course for young people in 2023 enabling some of the most vulnerable young people in the UK to access high quality music making opportunities.

School Ground Sounds to support the delivery of after-school song writing and music workshops in 2023 targeting school students in Lambeth, the majority of whom are experiencing disadvantage in some form.

Trussell Trust

to support the Help Through Hardship helpline in 2023 which helps people in crisis access vital welfare advice services that could help lift them out of food poverty

Supporting the UK’s Hospices

The Charity has been a long-term provider of grant awards to many of the hospices around the UK, as well as supporting the important work of Hospice UK for over thirty years. As part of the Guidelines review during the year the Trustees agreed that they would cease accepting applications from individual hospices from February 2023 but would continue to support the hospice sector through Hospice UK with an increased grant of £20,000 per annum for three years from November 2023. The Trustees will however continue to welcome applications from charities delivering music and art therapy in hospice and palliative care settings.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

A selection of charities supported during the year

Hackney Shed

Arts Priority: Access and participation in the arts for young people

Hackney Shed, an inclusive performing arts group for young people established in 2001 with the support of Chickenshed, seeks to advance appreciation of and participation in the performing arts, and to develop social inclusion skills and community cohesion, particularly for the benefit of children and young people in Hackney and surrounding areas.

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© Hackney Shed
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The Charity has continued its support of Hackney Shed this year with a grant towards the Children and Youth Theatre project which consists of weekly inclusive theatre for young people aged 7-19 years old from both mainstream and special needs schools and the Collective group for young people aged 16-25 years old with special educational needs and/or autism.

“We would like to extend enormous thanks to you and the Trustees of the D’Oyly Carte Charitable Trust for continuing to believe in what we do and supporting our work. This funding towards our core projects will allow us to continue touching many lives via our inclusive drama workshops in 2022/2023.”

VH, Artistic and Strategic Director

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

The Aloud Charity

Arts Priority: Participation in choirs to build community

The Aloud Charity was founded in 2012 to give underrepresented boys from marginalised Welsh communities the opportunity to sing. Over the last ten years the organisation has grown and developed to work with young people from across Wales and today delivers choral activities through its Only Boys Aloud, Only Girls Aloud, and Only Kids Aloud choir programmes.

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© The Aloud Charity
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This year a grant is supporting the Only Boys Aloud programme of free, weekly choir rehearsals and performance opportunities for underrepresented boys aged 11-19 from Welsh communities. The locations of the 11 choirs are based within the 50% most deprived areas in Wales, with 3 being in the 10% most deprived areas according to the Welsh Index of Multiple Deprivation. Rehearsals take place in community centres for 2 hours each week and are delivered by a team of experienced professional freelance Choir Leaders and volunteers.

“It literally changed my life for the better. It came at a time I needed hope. I was one of the youngest members. I may not need the boost anymore, but I will never forget how Only Boys Aloud gave me a purpose when I thought there wasn’t any.” Only Boys Aloud participant

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Art Against Knives

Arts priority: Support for charities seeking to engage with, and inspire, young people on the fringes of society through music and drama projects

The aim of Art Against Knives is early intervention to prevent young people from becoming victims or perpetrators of violent crime. The charity embeds creative spaces in London’s most isolated communities, co-designed with young people, that build on their strengths and create opportunity. These award winning spaces include a music studio and multiple nail bars, all open 48 weeks of the year. In these spaces a team of creative, highly skilled professionals provides skills training, mentoring and specialist support.

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These spaces have become highly effective reporting mechanisms, enabling young people to come forward about major problems they experience, and access the support they need - putting them in the lead in safe and trusted environments and connecting them with multiagency support.

A second grant in support of the ongoing costs involved in running The Lab, a free music recording and production studio for young people aged 10-25, was awarded during the year. Based in a shopping arcade in Barnet the space is equipped with industry standard musical equipment, and, each week, creative professionals teach skills such as lyric writing and production to around 25 young people. Alongside musical activities, trained staff build trusted relationships and provide tailored mental health support and practical help with housing, finances and safety.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Charles Wood Festival of Music

Arts Priority: Performance development opportunities for those in the early stages of their careers

The Charles Wood Festival of Music provides high-level musical development opportunities for young people and early-career professional musicians. The volunteer-led festival provides education and cultural exchange in one of the most deprived parts of Northern Ireland, using the universality of music to unite communities. With a focus on singing, education and live music, the festival brings local people from a wide range of cultural backgrounds together to celebrate Armagh’s eminent composer, Charles Wood.

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© Charles Wood Festival of Music
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Throughout the week the Festival runs numerous initiatives which inspire both existing musical practitioners and young musicians of the future: a Girls’ Choir for young female singers aged 12-18, tackling long standing gender inequality in this art form; a young artist choir for aspiring professional choral singers; the Northern Ireland International Organ Competition; highquality concerts and events in a range of venues, including both of the city’s cathedrals; a public community Come and Sing event (to be directed by John Rutter in 2023); radio broadcasts; and an annual Song competition for young singers.

A second grant awarded during the year will support the Charles Wood Singers young artist residency programme for singers aged 18-28 as part of the festival in August 2023. This residency offers 30 singers an intensive week-long course with some of the UK’s leading professional singers, conductors, and vocal coaches.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Forget-me-not Chorus

Medical Welfare priority: Music therapy to improve quality of life and mental wellbeing

A second grant was awarded during the year to underpin the work of the Forget me not Chorus which uses the power of song to support those living with and alongside dementia in community, care home, hospital and online settings. Its pioneering work empowers and connects people in a way that is unique and life-affirming, using music as a tool for meaningful communication and engagement in the present, not just as a tool for reminiscence.

By inspiring everyone to participate to the best of their abilities, the charity’s work re-connects communities, nourishes relationships and demonstrates the transformational power of song.

Innovative artistic projects are designed to take choristers on a journey, showing that a good quality of life can be achieved despite the challenges of living with dementia. Collaborating with other organisations allows better understanding of community needs in addition to enhancing and diversifying artistic experiences.

An expert team of 24 musicians delivers sessions ‘the Forget-me-not way’ from Cardiff to Cornwall, demonstrating the power of song to create community at every session.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Tynedale Hospice

Medical Welfare priority: Art therapy to improve quality of life and mental wellbeing

A grant was awarded during the year to help Tynedale Hospice Family Support Practitioners to provide the safe space, support, and activities that help children build resilience and navigate their grief and loss. Their services are a vital piece in the jigsaw of support around families impacted by COVID in particular as bereavement and pre bereavement has been intensified for families - lack of family support, isolation, home schooling, fear of dying, inability to say goodbye properly – have been additional pressures. The hospice’s services are designed so children and young people facing or grieving the death of a parent feel less isolated.

“Oliver (right) and his brother James were 4 and 2 years old when their father, Paddy, died suddenly just after Christmas in 2016. Paddy was just 26 years old when he developed blood clots on his lungs and had a fatal heart attack. Since his death Tynedale Hospice at Home has worked with Oliver, James, and their mother, Penny, to help the boys remember their father and manage their grief with the ethos that there is no time limit on grief – we learn how to live with it. They have made memory boxes, a film, shared their experiences with other families and created memory lanterns at Christmas – a poignant time of year for the family as Paddy was rushed to hospital on Christmas Day and died on Boxing Day. In a recent email Penny wrote to the Family Support Team to say: Your support and help has just been invaluable. Thank you so, so much - I really can't put it into words how much it means for me and my family.”

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© Tynedale Hospice
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The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Designability

Medical Welfare priority: Support for charities concerned with alleviating the suffering of adults and children with medical conditions who have difficulty finding support through traditional sources

The aim of Designability (formerly the Bath Institute of Medical Engineering) is the advancement of medical education and engineering for the relief of those in need (due to disability, age or infirmity) by the provision of devices and equipment to assist in their medical treatment or improve quality of life. The charity creates and provides products that enable disabled people to live with greater independence and to overcome the challenges they face through the provision of useful products that have been designed in collaboration with users themselves.

As a longstanding supporter of this charity, a further grant was awarded during the year in support of the Wizziebug Loan Scheme. The Wizzybug is a powered wheelchair for young children with conditions that affect their ability to walk such as cerebral palsy.

The Wizzybug Loan Scheme has been running for over 11 years and so far over 1,100 children have benefited from having one, from as young as 14 months to about 5 years; on average each Wizzybug is loaned 3 times over 5 years.

Following the pandemic lockdowns, the charity is delighted to be catching up with Wizzybugs being returned following the end of their loan periods and Designability’s current focus is on getting these Wizzybugs refurbished and ready for their next loan.

Designability hopes to give more young disabled children independent mobility through the Wizzybug Loan Scheme which it aims to expand to reach 400 children a year by 2025.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Children’s Adventure Farm Trust

Medical Welfare priority: The welfare of those who care for others through the provision of breaks for carers

The Children’s Adventure Farm Trust (CAFT) is based at Booth Bank Farm, a 17th Century farmhouse set in the heart of the Cheshire countryside. It provides a variety of free programmes for terminally ill, disabled and disadvantaged children and young carers from all over the North West.

CAFT helps children of all abilities aged 17 and under, children who through no fault of their own miss out on the normalities of childhood. The needs of the children visiting the Farm are complex and range from severe physical and learning disabilities, sensory impairments and terminal illnesses through to children who act as carers for a family member, to children who have already faced bereavement and children who have witnessed and been victims of abuse.

For these children, a visit to CAFT provides a much needed opportunity to have fun and laughter and to simply enjoy being children.

Each child that visits is treated as an individual with their own strengths, likes and dislikes. Disability is never seen as a barrier to participation and children from all social and ethnic groups are welcomed.

As long standing supporters of CAFT the Trustees were pleased to award another grant during the year towards the provision of holidays for young carers in 2023.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

STAA (St. Ann’s Allotments)

Environment priority: Social and therapeutic horticulture projects that embrace nature as a tool for mental wellbeing

STAA is committed to protecting, preserving and promoting the heritage, horticultural, wildlife and community value of St. Anns Allotments.

STAA works inside and outside the site gates with local schools, community groups and partner organisations to promote the heritage of the site, provide education and volunteering opportunities along with social welfare, recreational and leisure activities to improve the wellbeing of the wider communities in St. Ann’s, Mapperley and inner-city Nottingham.

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© STAA
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A grant was agreed during the year to support ‘Growing to Grow’, STAA’s horticultural volunteering project. St. Ann’s residents live in the 10% most deprived communities nationally, report poor health levels, and statistically have significantly lower life expectancy than the national average. Using horticulture, the project seeks to improve the prospects and wellbeing of volunteers.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Heart of England Forest

Environment priority: Social and therapeutic horticulture and involvement in hands-on conservation activities

The Heart of England Forest seeks to reverse centuries of woodland decline and create and conserve a 30,000 acre broadleaf forest for the benefit of the environment, wildlife and people. The Forest covers a mosaic of habitats across 7,000 acres of land in Warwickshire and Worcestershire, including 4,450 acres of new woodland and 600 acres of mature and ancient woodland.

So far, 2 million trees have been planted with the help of volunteers. Tree planting on this scale makes a significant positive environmental impact, creating a huge carbon sink and helping to mitigate climate change. Further environmental and social impacts of planting include water purification and flood alleviation.

A grant this year has been awarded towards the delivery of weekly supported volunteering for young adults with SEND who require additional levels of staffing to enable them to overcome the barriers they face and who are currently unable to access volunteering without parental support, due to limited support available post 18. The supported volunteering group will provide many benefits for young adults including practical skills development, improved physical and mental health and wellbeing, as well as developing their independence, interpersonal skills and team working, and hopefully it will enable them to gain employment in the future. The group will also provide parents and carers with valuable respite.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

City and Guilds of London Art School

Environment priority: Skills in heritage conservation

City & Guilds of London Art School was established in 1854 as a small, specialist college, dedicated to teaching the techniques of the specialist crafts and focused on developing skills required in the artisan manufacturing industries.

Since then, it has evolved and expanded its educational programmes, offering an alternative approach to that provided in most other art schools on its programmes in Conservation, Historic Carving, Fine Art and Art & Material Histories. For over 165 years the Art School has played a vital role in passing on specialist craft skills and inspiring new generations of artists and makers to create new works, and to restore and conserve precious built and cultural heritage of the past, for all to see and enjoy.

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© City & Guilds of London Art School
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Bursary support from the Charity continues to provide significant help to beneficiaries, enabling them to take full advantage of the specialist teaching delivered on the Conservation course at the Art School and to prepare themselves for their future careers as conservators in the heritage world.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Trustees’ Responsibilities

The Trustees (who are also directors of The D’Oyly Carte Charitable Trust Limited for the purposes of Company law) are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing these financial statements, the Trustees are required to:

select suitable accounting policies and then apply them consistently;
observe the methods and principles in the Charities SORP;
make judgments and estimates that are reasonable and prudent;
state whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements;
prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charitable company will continue in business.

The Trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The Trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company’s website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Trustees’ Responsibilities (continued)

In so far as the Trustees are aware at the time of approving our Trustees’ Annual Report:

there is no relevant audit information of which the charitable company's auditor is unaware; and
the Trustees have taken all steps that they ought to have taken to make themselves aware of any relevant audit information and to establish that the auditor is aware of that information.

This report is prepared in accordance with the provisions applicable to companies entitled to the small companies exemption.

Auditor: The auditor, RSM UK Audit LLP, Chartered Accountants, has indicated its willingness to continue in office.

Approved by the Trustees on 12[th] July 2023 and signed by:

(signed) Andrew Jackson

(signed) Jane Thorne

Andrew Jackson Chairman

Jane Thorne Executive Director & Company Secretary

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Independent Auditor’s Report to the Members of The D’Oyly Carte Charitable Trust

Opinion

We have audited the financial statements of The D’Oyly Carte Charitable Trust Limited (the ‘charitable company’) for the year ended 31 March 2023 which comprise Statement of Financial Activities, the Balance Sheet, the Statement of Cash flows and notes to the financial statements, including significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland” (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

give a true and fair view of the state of the charitable company’s affairs as at 31 March 2023 and of its incoming resources and application of resources, including its income and expenditure, for the year then ended;
have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and
have been prepared in accordance with the requirements of the Companies Act 2006.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the charitable company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the trustees’ use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charitable company’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Independent Auditor’s Report to the Members of The D’Oyly Carte Charitable Trust (continued)

Other information

The other information comprises the information included in the Trustees’ Report other than the financial statements and our auditor’s report thereon. The trustees are responsible for the other information contained within the Trustees’ Report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

Opinion on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

the information given in the Trustees’ Report, which includes the Directors’ Report prepared for the purposes of company law, for the financial year for which the financial statements are prepared is consistent with the financial statements; and
the Directors’ Report included within the Trustees’ Report has been prepared in accordance with applicable legal requirements.

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the charitable company and its environment obtained in the course of the audit, we have not identified material misstatements in the Directors’ Report included within the Trustees’ Report.

We have nothing to report in respect of the following matters where the Companies Act 2006 requires us to report to you if, in our opinion:

adequate accounting records have not been kept, or returns adequate for our audit have not been received from branches not visited by us; or
the financial statements are not in agreement with the accounting records and returns; or
certain disclosures of trustees’ remuneration specified by law are not made; or

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Independent Auditor’s Report to the Members of

The D’Oyly Carte Charitable Trust (continued)

we have not received all the information and explanations we require for our audit; or
the Trustees were not entitled to prepare the financial statements in accordance with the small companies’ regime and take advantage of the small companies exemption from the requirement to prepare a Strategic Report or in preparing the Trustees’ Report.

Responsibilities of trustees

As explained more fully in the Statement of Trustees’ responsibilities set out on pages 35 and 36 the trustees (who are also the directors of the charitable company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the charitable company’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so.

Auditor’s responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

The extent to which the audit was considered capable of detecting irregularities, including fraud

Irregularities are instances of non-compliance with laws and regulations. The objectives of our audit are to obtain sufficient appropriate audit evidence regarding compliance with laws and regulations that have a direct effect on the determination of material amounts and disclosures in the financial statements, to perform audit procedures to help identify instances of non-compliance with other laws and regulations that may have a material effect on the financial statements, and to respond appropriately to identified or suspected non-compliance with laws and regulations identified during the audit.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Independent Auditor’s Report to the Members of The D’Oyly Carte Charitable Trust (continued)

In relation to fraud, the objectives of our audit are to identify and assess the risk of material misstatement of the financial statements due to fraud, to obtain sufficient appropriate audit evidence regarding the assessed risks of material misstatement due to fraud through designing and implementing appropriate responses and to respond appropriately to fraud or suspected fraud identified during the audit.

However, it is the primary responsibility of management, with the oversight of those charged with governance, to ensure that the entity's operations are conducted in accordance with the provisions of laws and regulations and for the prevention and detection of fraud.

In identifying and assessing risks of material misstatement in respect of irregularities, including fraud, the audit engagement team:

obtained an understanding of the nature of the sector, including the legal and regulatory framework that the charitable company operates in and how the charitable company is complying with the legal and regulatory framework;
inquired of management, and those charged with governance, about their own identification and assessment of the risks of irregularities, including any known actual, suspected or alleged instances of fraud;
discussed matters about non-compliance with laws and regulations and how fraud might occur including assessment of how and where the financial statements may be susceptible to fraud

As a result of these procedures we consider the most significant laws and regulations that have a direct impact on the financial statements are FRS 102, Charities SORP (FRS 102), Companies Act 2006, Charities Act 2011 and the charitable company’s governing document. We performed audit procedures to detect non-compliances which may have a material impact on the financial statements which included reviewing the financial statements including the Trustees’ Report, remaining alert to new or unusual transactions which may not be in accordance with the governing documents.

The audit engagement team identified the risk of management override of controls as the area where the financial statements were most susceptible to material misstatement due to fraud. Audit procedures performed included but were not limited to testing manual journal entries and other adjustments, evaluating the business rationale in relation to significant, unusual transactions and transactions entered into outside the normal course of business and challenging judgments and estimates.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council’s website at http://www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s report.

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Independent Auditor’s Report to the Members of The D’Oyly Carte Charitable Trust (continued)

Use of our report

This report is made solely to the charitable company’s members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company’s members those matters we are required to state to them in an auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company’s members as a body, for our audit work, for this report, or for the opinions we have formed.

(signed) RSM UK AUDIT LLP

Zoe Longstaff-Tyrrell (Statutory Auditor) For and on behalf of RSM UK AUDIT LLP, Statutory Auditor Chartered Accountants Portland 25 High Street Crawley, West Sussex, RH10 1BG Date: 12[th] July 2023

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Statement of Financial Activities for the year ended 31[st] March 2023

Note
Income
Investment income
2
Total income
Expenditure
Costs of raising funds:
Investment management costs
3
Expenditure on charitable activities:
Arts
4
Medical welfare
4
Environment
4
Total expenditure on charitable activities:
Total expenditure
Net (losses) / gains on investments
7
Net (expenditure) / income and net movement in
funds for the year
Reconciliation of Funds
Total Funds Brought Forward
11
Total Funds Carried Forward
11,12

2023
2022
Unrestricted
Unrestricted
Funds
Funds
£
£
1,322,355
1,180,399
1,322,355
1,180,399
232,292
247,875
981,581
841,141
776,249
722,374
334,017
369,673
2,091,847
1,933,188
2,324,139
2,181,063
(2,011,292)
4,000,645
(3,013,076)
2,999,981
66,471,869
63,471,888
63,458,793
66,471,869

The notes on pages 45-49 form part of these accounts .

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Balance Sheet as at 31[st] March 2023

Company No. 5638406

________ Note Fixed Assets Investments 7 Current Assets Debtors 8 Cash at Bank and in hand Current Liabilities Creditors: amounts falling due within one year 9 Net Current Assets Total Assets Less Current Liabilities Creditors: amounts falling due after more than one year 10 Net Assets Funds Unrestricted Funds 11	________ At 31st March 2023 At 31st March 2022 £ £ £ £ 63,668,670 66,472,463 44,786 46,008 63,350 164,395 108,136 210,403 (188,013) (170,997) (79,877) 39,406 63,588,793 66,511,869 (130,000) (40,000) 63,458,793 66,471,869 63,458,793 66,471,869 63,458,793 66,471,869

These accounts are prepared in accordance with the provisions applicable to Companies entitled to the small Companies exemption.

These accounts were authorised and approved by the Directors on 12th July 2023 and signed on their behalf by:

(signed) Andrew Jackson

(signed) Andrew Wimble

………………………… ………………………… Andrew Jackson Andrew Wimble Director Director

The notes on pages 45-49 form part of these accounts .

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Statement of Cash Flows for the year ended 31[st] March 2023

Note
Cash used in operating activities
15
Cash flows from investing activities:
Investment income
Purchase of investments
Proceeds of disposals of investments
(Payments to) /receipts from investment portfolio cash
Cash provided by investing activities
(Decrease) in cash and cash equivalents in the year
Cash and cash equivalents at the beginning of the year
Total cash and cash equivalents at the end of the year
Cash balance comprises
Cash at bank

2023
2022
Unrestricted
Unrestricted
Funds
Funds
£
£
(2,215,901)
(2,155,539)
1,322,355
1,180,399
(11,157,990)
(13,862,269)
12,549,471
14,541,590
(598,980)
145,764
2,114,856
2,005,484
(101,045)
(150,055)
164,395
314,450
63,350
164,395
63,350
164,395

The notes on pages 45-49 form part of these accounts .

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Notes to the Accounts for the year ended 31[st] March 2023

1 Accounting Policies

a) Basis of Accounting

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

The D’Oyly Carte Charitable Trust constitutes a public benefit entity as defined by FRS 102. b) Going Concern It is the policy of the Trustees to protect a core of investments and cash assets to generate income for future years' grant awards. The reserve balance at the end of the year increased from £66,471,869 in 2022 to £63,458,793. The Trustees consider that the Charity is deemed to be a going concern and consider the value of the portfolio and the forecast investment income will be sufficient to sustain the Charity in the next twelve months and the longer term. Income levels are expected to continue at the same level as in 2022/23. The Trustees will continue to review their reserves policy and the level of grants they make on an annual basis.

c) Income and Expenditure

All income and expenditure arising during the year is dealt with through the Statement of Financial Activities. Accruals and prepayments are made where appropriate.

d) Grants Payable

Grants payable are recognised when they are committed and included as creditors until they are paid.

e) Status

The charity is a Company (Registration Number 5638406) Limited by Guarantee and has no share capital. It is constituted under Memorandum and Articles of Association and has been granted charitable status by the Charity Commission (Charity Registration Number 1112457). In the event of the charity being wound up, the liability in respect of the guarantee is the charity.

f) Taxation

The Company is a Registered Charity and as such its income and gains falling within Sections 471 to 489 of the Corporation Tax Act 2010 or Section 286 of the Taxation of Chargeable Gains Act 1992 are exempt from corporation tax to the extent that they are applied to its charitable objectives.

g) Value Added Tax

Value Added Tax is not recoverable by the charity and as such is included in the relevant costs in the Statement of Financial Activities.

h) Fixed Assets

Fixed Assets are recorded at cost or, in cases where fixed assets have been donated to the charity, at valuation at the time of acquisition.

i) Depreciation

Depreciation is calculated so as to write off the cost of an asset, less its estimated residual value, over the useful economic life of that asset as follows:

Computer Equipment: 33.33% p.a. on a straight line basis.

j) Investments

Investments are stated at market value. Realised and unrealised gains and losses on investments are dealt with in the Statement of Financial Activities. Investment income plus associated tax recoverable is credited to income on an accruals basis, using dates of payments for dividends, and daily accrual for interest.

k) Debtors

Other debtors are recognised at the settlement amount. Prepayments are valued at the amount prepaid.

The notes on pages 45-49 form part of these accounts .

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Notes to the Accounts for the year ended 31[st] March 2023 (cont’d)

l) Cash at Bank and in hand

Cash at bank and in hand includes cash and short term liquid investments.

m) Costs of raising funds

The costs relate to investment management fees for both income generation and capital maintenance.

n) Allocation of support costs

Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Support costs include back office costs, finance and governance costs which support the Company's programmes and activities. These have been allocated in full to expenditure on charitable activities on the basis of grants paid in the period.

o) Liabilities

Liabilities are recognised when the entity has a present obligation to transfer economic benefits as a result of past transactions or events, that will probably result in the transfer of funds to a third party and the amount can be measured or estimated reliably. Creditors are recognised at their settlement amount after allowing for any trade discounts due.

p) Financial Instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

2 Investment income Listed investments Interest on cash deposit 3 Costs of raising funds Investment management costs 4 Charitable activities Cost of grantmaking Arts Medical Welfare Environment Grants committed but not yet paid at start of period Grants paid during the period (Appendix 1) Grants committed but not paid at end of period Support and governance costs (see note 5) Total cost of charitable activities	2023 2022 £ £ 1,322,301 1,180,399 54 - 1,322,355 1,180,399 232,292 247,875 981,581 841,141 776,249 722,374 334,017 369,673 2,091,847 1,933,188 (132,000) (123,500) 1,874,483 1,796,216 220,000 132,000
	1,962,483 1,804,716 129,364 128,472 2,091,847 1,933,188

2 Investment income
Listed investments
Interest on cash deposit
3 Costs of raising funds
Investment management costs
4 Charitable activities
Cost of grantmaking
Arts
Medical Welfare
Environment
Grants committed but not yet paid at start of period
Grants paid during the period (Appendix 1)
Grants committed but not paid at end of period
Support and governance costs (see note 5)
Total cost of charitable activities

2023
2022
£
£
1,322,301
1,180,399
54
-
1,322,355
1,180,399
232,292
247,875
981,581
841,141
776,249
722,374
334,017
369,673
2,091,847
1,933,188
(132,000)
(123,500)
1,874,483
1,796,216
220,000
132,000

1,962,483
1,804,716
129,364
128,472
2,091,847
1,933,188

Support costs have been allocated on a pro-rata basis on the level of grants paid under each category in the year.

The notes on pages 45-49 form part of these accounts .

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Notes to the Accounts for the year ended 31[st] March 2023 (cont’d)

5 Support and governance costs
Administrative fees
Grant administration
Sundry
Audit fees
Accountancy fees
Other legal and professional fees
Administrative fees
Grant administration
Sundry
Audit fees
Accountancy fees
Other legal and professional fees

2023
2015
Arts
Medical Environment
£
£
35,728
28,254
12,158
76,140
58,725
9,184
7,262
3,125
19,571
-
3,295
2,605
1,121
7,021
11,977
5,569
4,404
1,895
11,868
7,800
5,423
4,289
1,845
11,557
9,162
1,505
1,190
512
3,207
8,630
60,704
48,004
20,656
129,364
2022
Arts
Medical Environment
£
31,706
27,229
13,935
72,870
7,462
6,409
3,280
17,151
5,063
4,349
2,226
11,638
4,491
3,856
1,973
10,320
5,072
4,356
2,229
11,657
2,104
1,807
925
4,836
55,898
48,006
24,568
128,472

Administrative fees represent a charge from Savoy Hotel Ltd for the provision of the services of

the Executive Director. The D'Oyly Carte Charitable Trust has no employees.

	2023	2022
Net expenditure for the year	£	£
This is stated after charging:
Auditor's remuneration:
Audit fee	11,868	10,320

6 Remuneration of employees and key management personnel

The Charity considers its key management personnel comprise the Trustees and Executive Director. The total employment benefits, including employer pension costs of key management personnel were £nil (2022: £nil). There were no employees in this charity in 2022 or 2023.

No Trustee received any remuneration from the charity nor were reimbursed any expenses during the year (2022: £nil).

Year ended

	Year ended
7 Investment assets Listed investment: Market value at 1st April 2022 Additions during the year at cost Disposal proceeds Realised Gains Un-realised (Losses) / Gains Market value at 31st March 2023 Cash held for Investment Total Investment value at 31st March 2023	31-Mar-23 2022 £ £ £ 65,796,518 62,475,194 11,157,990 13,862,269 (12,549,471) (14,541,590) 744,402 879,394 (2,755,694) 3,121,251 (2,011,292) 62,393,745 65,796,518 1,274,925 675,945 63,668,670 66,472,463

The notes on pages 45-49 form part of these accounts .

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Notes to the Accounts for the year ended 31[st] March 2023 (cont’d)

7 Investment assets (continued)

Investment at market value comprised:

UK £ Pooled Investment Vehicles 17,903,021 Fixed Interest Securities 3,813,859 Cash 1,274,925 22,991,805 Historical Cost of Investments All the Trust's Investments are held in the United Kingdom. 8 Debtors and prepayments Interest and dividends receivable Prepayments 9 Creditors: amounts falling due within one year Audit fee Accountancy and bookkeeping fees Grants payable Other creditors 10 Creditors: amounts falling due after more than one year Grants payable 11 Unrestricted Funds General Funds Balance at 1st April 2022 Increase during the year Balance at 31st March 2023 12 Analysis of Net Assets Between Funds Investments £ Unrestricted funds 63,668,670 Investments £ Unrestricted funds 66,472,463	Overseas £ 37,549,078 3,127,787 - 40,676,865 2023 £ 21,700 23,086 44,786 11,868 2,337 90,000 83,808 188,013 130,000 66,471,869 (3,013,076) 63,458,793 Other net Liabilities £ (209,877) Other net Assets £ (594)	Total £ 55,452,099 6,941,646 1,274,925
		63,668,670
		55,712,575
		2022 £ 43,133 2,875
		46,008
		10,320 2,606 92,000 66,071
		170,997
		40,000
		63,471,888 2,999,981
		66,471,869
		2023 Total £ 63,458,793
		2022 Total £ 66,471,869

13 Charity Trustee Insurance

A premium of £2,142 was paid during the year (2022: £2,114) in respect of Professional Indemnity Insurance (authorised by an order from the Charity Commission dated 13th April 1999).

The notes on pages 45-49 form part of these accounts .

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Notes to the Accounts for the year ended 31[st] March 2023 (cont’d)

14 Ultimate Controlling Party

The Directors are of the opinion that no one party exercises ultimate control of the Company. No transactions have taken place between Directors and the Company that are reportable under Financial Reporting Standards.

15 Reconciliation of net movement in funds to net cash flow from operating activities

Net movement in funds Deduct interest income shown in investing activities Add losses / (deduct net gains) on investments Decrease in debtors Increase / (decrease) in creditors Net cash used in operating activities	2023 2022 £ £ (3,013,076) 2,999,981 (1,322,355) (1,180,399) 2,011,292 (4,000,645) 1,222 30,126 107,016 (4,602) (2,215,901) (2,155,539)

The notes on pages 45-49 form part of these accounts .

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID
Abbeyfield Reading Society
Abbeyfield Strathgryffe Society Ltd
Aberystwyth Choral Society
AbScent
Absolute Classics
ACE - Action in Caerau and Ely
Acheinu Cancer Support
Acorns Children's Hospice Trust, Birmingham
Action on Postpartum Psychosis
Action for Pulmonary Fibrosis
Activiteens
Afrocats
Agatha Christie Festival Limited
Age Exchange
Albany 2001 Company
Alder Hey Children's Charity
Alex, The Leukodystrophy Charity
Almeida Theatre
Aloud Charity
Alport UK
Alternative Theatre Company Ltd
Amscordi Ltd
Anaphylaxis Campaign
Ancient Tree Forum
Apollo Music Projects
Arcangelo Ltd
Ardent Theatre Company
Armonico Consort Ltd
Art Against Knives
Arts 4 Dementia
Arts at the Old Fire Station
Arts Catalyst
Arts Depot
Arts Educational Schools
Arts Taunton
Arts Together
Asperger East Anglia
Association for Rehabilitation of Communication and Oral Skills
Asthma Relief
Ataxia-Telangiectasia Society
Awards for Young Musicians
B:Music
Bach Choir
Back-Up Trust
Bacup Consortium Trust
Bag Books
Ballet Rambert Ltd
balletLORENT
Bamboozle Theatre Company
Bampton Classical Opera
Barbican Centre Trust
Barn Theatre Project
Barnabus (Manchester)
Battersea Arts Centre
Bedford Guild House
Carried forward

Year Ended
Year Ended
31-Mar-23
31-Mar-22
£
£
-
1,000
1,950
-
2,000
-
3,000
-
-
4,000
3,000
-
-
3,500
-
4,000
4,000
-
-
3,500
-
3,500
3,000
-
-
3,000
-
5,296
-
4,750
-
4,960
-
4,000
3,000
-
5,000
-
3,000
-
-
3,500
10,000
4,000
-
3,000
4,000
-
3,000
4,000
6,000
-
-
3,000
5,000
3,000
4,000
3,500
3,500
4,000
3,000
-
4,000
-
6,000
-
2,500
2,000
-
3,000
-
3,000
-
-
3,500
-
4,000
-
4,000
6,000
-
4,000
3,000
3,000
-
-
4,000
-
3,500
3,420
-
4,000
4,000
3,000
-
-
3,500
-
3,000
-
4,000
5,000
-
3,000
-
-
4,000
3,000
-
118,870
112,506

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID (continued)
Brought forward
Bedfordshire Music Trust
Benedetti Foundation
Berlioz Sesquicentenary Committee
Beyond Limits
bibic
Birmingham Centre for Arts Therapies
Birmingham Hippodrome Theatre Trust Ltd
Birmingham Royal Ballet
Blackburn Youth Zone
Black British Classical Foundation
Black Country Touring
Blackfriars Settlement
Blackheath Halls
Blythe House Hospicecare, Derbyshire
Bolton Lads and Girls Club
Booth Centre
BOSP Brighter Opportunities Through Supported Play
Brain and Spine Foundation
Brainwave Centre Ltd
Brass Bands England
Brent Lodge Bird and Wildlife Trust
Brighton Dome and Festival Ltd
Brighton Early Music Festival Ltd
Bristol and Bath Parks Foundation
Bristol Avon Rivers Trust
Bristol Old Vic and Theatre Royal Trust Ltd
British Liver Trust
British Polio Fellowship
British Stammering Association
British Trust for Ornithology
British Youth Music Theatre
British Youth Opera
Brogdale Collections
Bromley by Bow Centre
Budleigh Salterton Festival Ltd
Brunswick Organic Nursery
Bury Metropolitan Arts Association
Buxton International Festival
Calibre Audio Library
Calthorpe Community Garden Ltd
Cambridge Cyrenians
Cambridge Youth Opera
Cambridgeshire and Peterborough Foundation for the Arts and Mental Health
Camden Arts Centre
Camphill MK Communities
Cancer United
CancerCare North Lancashire and South Cumbia
Canine Partners for Independence
Capital Theatres
Cardboard Citizens
Care for Carers
Care for the Carers
Carefreespace
Carer Support South Lakes
Carried forward

Year Ended
Year Ended
31-Mar-23
31-Mar-22
£
£
118,870
112,506
3,000
-
6,000
5,000
-
3,000
1,830
-
3,000
-
3,000
3,500
-
4,000
-
3,000
-
4,000
-
3,000
3,500
-
-
3,500
3,000
-
-
3,000
3,125
-
-
4,000
3,000
-
-
3,000
-
5,000
3,000
-
4,000
-
3,000
3,000
3,500
3,000
4,000
-
4,000
3,500
-
3,000
-
4,000
3,000
-
-
4,000
-
4,000
5,000
-
5,000
-
4,000
-
-
3,000
4,800
-
-
4,000
-
3,500
5,000
-
-
5,000
3,000
-
-
3,500
3,000
3,500
3,000
-
3,000
3,000
3,433
-
3,000
3,000
-
4,352
-
5,000
-
3,000
-
4,000
3,500
-
3,500
-
3,500
-
3,500
-
229,058
225,858

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID (continued)
Brought forward
Carers' Centre Bath and North East Somerset
Carers' Centre Bristol and South Gloucestershire
Carers' Resource
Carers First
Carers' Support East Kent
Carers' Support West Sussex
Carers' Trust Bucks and Milton Keynes
Carers' Trust Tyne and Wear
Carlisle Cathedral
Carmarthen and District Youth Opera
Castle Loch Lochmaben Community Trust
Caryl Jenner Productions Ltd (Unicorn Theatre London Ltd)
Carymoor Environmental Trust
Cavendish Cancer Care
Caveroma Alliance UK
Caxton House Settlement
Centre 404
Centre for Innovation in Voluntary Action
Centre for Sustainable Energy
Cerebra for Brain Injured Children
Chailey Heritage Foundation
Chain Reaction Theatre
Changing Faces
Changing Tunes
Chapter (West Cheshire) Ltd
Charles Wood Festival of Music (Charles Wood Summer School)
Charlie House
Chelsea Physic Garden
Cheltenham Festivals
Chichester Festival Theatre
Children with Cancer Fund
Children's Adventure Farm Trust
Children's Heart Unit Fund (CHUF)
Children's Hospital Charity
Children's Leukaemia Society
Children's Music Foundation
Children's Trust
Children's Wood
Chilli Studios (Newcastle and Gateshead Arts Studio) Ltd
Choir with No Name
Christie Charitable Fund
Chronic Granulomatous Disorder Society
Chronicle Sunshine Fund
CHUF (Children's Heart Unit Fund)
Cianna's Smile
City and Guilds of London Art School
City Hospice Trust Ltd
Citywise Mentoring Ltd
Claire House Children's Hospice
Clapton Common Boys Club
Clean Break Theatre
Cleft Lip and Palate Association
Clod Ensemble
Clonter Farm Music Trust
Carried forward

Year Ended
Year Ended
31-Mar-23
31-Mar-22
£
£
229,058
225,858
-
4,000
-
4,000
-
3,500
4,416
-
3,000
-
3,500
-
-
3,500
3,000
-
4,402
-
2,500
3,000
3,000
-
-
4,000
-
3,000
3,000
-
-
4,000
-
3,500
-
3,000
-
3,000
4,500
-
3,000
-
-
4,000
-
-
3,000
3,000
-
4,000
-
3,500
4,000
3,000
-
3,000
3,700
-
3,000
3,000
-
4,000
-
4,272
5,400
-
-
4,000
3,000
4,500
3,000
5,000
3,000
-
-
3,000
4,000
-
-
3,400
5,000
-
4,000
-
3,500
-
-
3,400
6,000
-
-
2,643
10,000
10,000
3,000
-
-
1,175
3,000
-
2,500
3,500
5,000
-
4,000
-
-
4,000
3,000
-
344,476
340,748

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID (continued)
Brought forward
Clydesdale Community Initiatives
Colchester Mercury Theatre
Combat Stress
Community Equality Disability Action (CEDA)
Compaid Trust
Conservation Volunteers
Contemporary Music for All
Cope Children's Trust
Corn Exchange (Newbury) Trust
Cornwall Museums Partnership
Corporation of the Hall of Arts and Sciences
Corrine Burton Memorial Trust
Cotswold Friends
Country Trust
Courtyard Trust
Cpotential
Create (Arts) Ltd
Creative Dimension Trust
Creative Youth
Crohn's and Colitis UK
Crossroads Care Cheshire, Manchester and Merseyside
Crossroads Care Kent
Culpepper Community Garden Association
Cumbia Festival Chorus - Cumbria Festival Chorus
Curious Monkey Ltd
Customs House Trust Ltd
Cystic Fibrosis Trust
DaCapo Music Foundation
Dame Vera Lynn Children's Charity
Dance Base Ltd
DanceSyndrome
Dandelion Time
Darts (Doncaster Community Arts)
Delphi Trust
Demelza House Childrens Hospice
Dementia Adventure
Dementia Support
Dementia Support Hampshire and IOW
Derian House Children's Hospice
Designability Charity Ltd
Different Strokes (Trustees) Ltd
Dog Assistance in Disability
Dogs for Good
Donmar Warehouse Pro Ltd
Dorset Rural Music School
Double R Arts
Douglas Macmillan Hospice, Stoke-on-Trent
Down Syndrome Cheshire
Down's Syndrome Association
D'Oyly Carte Opera Trust
Drake Music
Drake Music Scotland
Drama Express
Dulwich Picture Gallery
Carried forward

Year Ended
Year Ended
31-Mar-23
31-Mar-22
£
£
344,476
340,748
-
3,290
3,285
-
5,000
-
-
3,000
3,500
-
-
3,500
-
5,000
-
4,000
4,000
-
-
3,500
3,000
5,000
-
3,500
3,000
4,000
3,000
-
-
3,000
-
4,144
3,000
-
-
4,000
-
4,000
4,000
-
3,000
-
3,000
-
-
4,701
3,000
-
4,102
-
3,000
-
3,000
3,000
2,500
-
3,000
-
3,500
-
3,000
-
3,000
-
-
4,000
-
1,500
3,000
-
3,000
-
3,000
3,000
3,500
-
3,500
-
6,000
-
4,000
-
3,000
-
-
5,000
6,000
-
2,750
-
-
3,500
3,500
3,000
3,500
-
3,000
-
20,000
20,000
3,000
4,350
-
3,000
-
1,000
-
3,500
481,113
450,233

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID (continued)
Brought forward
Earl Mountbatten Hospice, Isle of Wight
Earth Trust
East and North Hertfordshire NHS Trust Charitable Fund
East Anglia Children's Hospices
East Sussex Vision Support
ECHO for Extra Choices in Herefordshire Ltd
Ecobirmingham
Edinburgh Children's Hospital Charity
Edinburgh International Festival Society
Edinburgh Young Carers
Edward Barnsley Educational Trust
Ehlers-Danlos Support UK
Elays Network
Elgar Festival
ellenor
Embracing Arts
Emmanuel House Support
Encephalitis Support Group
English Music Festival
English National Ballet
English National Ballet School
English National Opera
English Stage Company
English Touring Opera
Enrych Oxfordshire
Environment Centre
EOS Network
Epilepsy Action Scotland
ERIC (Education and Resources for Improving Childhood Continence)
Ethel Trust
European Doctors Orchestra
Ewing Foundation
Ex Cathedra
Extratime
Face Front Inclusive Theatre
Fairfield Farm Trust
Families United Network
Farleigh Hospice
FarmAbility
Farnham Youth Choir
Fathom Trust
Federation of Jewish Services
Fellowship Afloat Charitable Trust
Florence Nightingale Hospice Charity, Buckinghamshire
Flute Theatre
FND Hope UK
Force Cancer
Forest Farm Peace Garden
Forest Harvest
Forest of Dean Children's Opportunity Centre
Forget-me-not Chorus
Foundation for Young Musicians
Foundling Museum
Freedom from Torture
Carried forward

Year Ended
Year Ended
31-Mar-23
31-Mar-22
£
£
481,113
450,233
-
3,000
-
3,500
1,245
-
-
4,312
3,000
-
6,000
3,500
4,000
-
3,000
-
3,000
-
-
3,500
-
5,000
-
4,000
3,000
-
3,000
3,000
3,500
4,000
3,000
3,500
3,418
-
3,500
4,000
-
3,500
3,000
-
-
3,500
6,000
3,500
3,000
-
3,500
-
3,000
3,000
4,162
3,500
-
3,500
3,000
-
3,000
5,000
-
4,775
4,000
-
3,000
-
4,000
-
-
3,500
3,000
-
4,000
-
-
3,000
3,500
-
-
4,000
3,500
2,959
4,702
-
3,000
-
-
4,224
4,000
3,000
3,000
-
2,475
-
2,590
-
-
3,500
-
1,000
-
4,000
3,000
-
3,000
4,500
10,000
-
3,000
-
613,205
555,503

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID (continued)
Brought forward
Friends of Cotteridge Park
Friends of Cromford Canal
Friends of Seaview Charitable Trust
Friends of Thomas Wolsey School (SEN), Ipswich
Friends of Tower Hamlets Cemetery Park
Friends of Victoria School (SEN), Birmingham
Froglife Trust
Frozen Light
Future Trees Trust
Futures Theatre
Gabrieli
Garage Art Group
Garage Trust Ltd
Garden Classroom
Garden House Hospice Care, Hertfordshire
Garden Organic
Garsington Opera Ltd
Gateway into the Community
Gene People
Glasgow Children's Hospital Charity
Gloucestershire Young Carers
Go Beyond
Grace House North East
Graeae Theatre Co Ltd
Great Dixter Charitable Trust
Green Light Trust
Greentop Community Circus Centre
Groundwork Cheshire, Lancashire and Merseyside
Groundwork London
Groundwork Wales
Group B Strep Support
Grow For Life
Guild Care
Guildhall School Trust
Gŵyl Beaumaris Festival
Hackney Empire Theatre
Hackney Shed CIO
Hackney Youth Orchestras Trust
Haemochromatosis UK
Hamlet Centre Trust
Hand Of Ltd
Hands of Hope
HandsOn London
Haven House Foundation
Haworth Riding for the Disabled Group
Hazel Hill Trust
Headway Herefordshire
Healthbus Trust
Hear Me Out Music
Heart n Soul
Heart of England Forest
Heartburn Cancer UK
Hearts and Minds Ltd
Helen and Douglas House
Carried forward

Year Ended
Year Ended
31-Mar-23
31-Mar-22
£
£
613,205
555,503
1,700
-
2,000
-
3,000
-
3,000
-
-
3,500
-
3,000
3,000
-
-
4,000
-
3,500
-
3,500
-
3,500
2,000
-
-
4,000
4,000
-
-
3,500
4,000
-
-
3,000
-
3,280
-
4,000
-
4,000
-
3,500
3,300
-
3,000
-
-
4,000
3,000
-
4,000
-
-
3,000
-
4,000
-
3,534
4,000
-
-
2,500
3,000
-
3,500
-
10,000
10,000
3,000
-
4,000
-
3,000
-
-
3,000
-
2,500
4,458
-
2,250
-
5,000
-
2,000
-
-
3,000
-
2,540
-
3,500
3,600
-
4,000
-
3,000
-
3,000
-
3,000
-
3,000
-
3,000
3,910
3,000
-
719,013
647,267

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID (continued)
Brought forward
Helmsley Walled Garden
Helpful Hounds Assistance Dogs
Henry Dancer Days
Henshaws Society for Blind People
Heron Corn Mill (Beetham) Ltd
Hertford Choral Society
HGO Trust Ltd
High Tide Festival Productions Ltd
Hijinx Theatre
HMDT Music
Home From Hospital Care
Honeypot Children's Charity
Hope House Children's Hospices, Shropshire
Horatio's Garden
HorseBack UK
Horticultural Therapy Trust
Horton Chapel Arts and Heritage Society
Hospice of St. Francis, Berkhampstead
Hospice UK
Huntington's Disease Association
I4YPC
icandance
Iford Arts
Imagine If Theatre Company
Independent Arts
INK (From Pen to Performance)
Inspire Arts Trust
InterAct Stroke Support
International Guitar Foundation and Festivals
Irene Taylor Trust
Isabel Hospice, Hertfordshire
Jamie's Farm
Jessie's Fund
Jewish Deaf Association
Jigsaw Trust
Jubilee Opera Trust
Jumbulance Trust
Katharine House Hospice, Stafford
Katie Piper Foundation
Keats-Shelley Memorial Association
Keech Hospice Care, Bedfordshire
Kendal Community Theatre
Kent Film Foundation
Key Changes: Positive Mental Health through Music
Keynote Opera
Kids Cancer Charity
Kids in Control
Kids Inspire
Kiln Theatre
Kingswood Trust
Kirkwood Hospice, Huddersfield
Kisharon
Knepp Wildland Foundation
Koestler Trust
Carried forward

Year Ended
Year Ended
31-Mar-23
31-Mar-22
£
£
719,013
647,267
4,000
-
2,000
-
-
3,000
4,000
-
-
3,000
500
-
3,000
-
4,000
-
-
3,500
3,500
3,500
3,000
3,000
5,100
4,000
-
3,000
3,000
-
-
2,500
-
4,000
-
3,000
3,500
3,000
15,000
15,000
4,000
-
3,000
-
5,000
-
3,500
3,565
-
3,500
-
3,000
3,000
4,000
2,500
-
3,500
-
4,000
4,000
4,000
-
4,000
3,000
-
3,500
3,000
-
-
3,500
-
4,000
-
3,500
3,000
-
-
3,000
-
3,110
-
3,000
13,000
3,000
1,080
-
-
3,000
3,000
-
-
3,500
-
2,200
3,000
3,000
-
4,000
-
3,500
4,000
-
-
3,000
-
3,000
4,000
-
4,000
5,242
844,193
775,884

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID (continued)
Brought forward
Kool Carers South East Ltd
Lake District Foundation
Lake District Summer Music
LAMDA (London Academy of Music and Dramatic Art)
Laughter Specialists Charitable Trust
Leeds Diocesan Trust
Leeds International Pianoforte Competition
Leigh Building Preservation Trust
Leith School of Art
Lennox Children's Cancer Fund
Lewis-Manning Hospice Care, Dorset
Life Now Ltd
Lightbox
Likewise
Lindengate
LinkAble Working Ltd
Listening Books
Literacy Pirates
Little Angel Theatre
Little Miracles CIO
Little Ouse Headwaters Project
Live Music Now (London and South East)
London Handel Society Ltd
London Philharmonic Orchestra
London Song Festival
London Youth Choirs
Longborough Festival Opera
Longfield (Cotswold Care Hospice)
Love Music Productions Ltd
Lowry Centre Trust
Lullaby Trust
Lung Productions CIO
Lyric Theatre Hammersmith
Macclesfield Youth Brass Band
MADE4U IN ML2
Maggie Keswick Jencks Cancer Caring Trust
Malvern Theatres Trust Ltd
Manaton and East Dartmoor Theatre
Manchester Camerata
Manchester Collective
Marian Consort
Marine Conservation Society
Mark Elie Dance Foundation
Marlborough Theatre Productions Ltd
Martha Trust
Martin House Children's Hospice, Wetherby
Martineau Gardens
Martlets Hospice Ltd, East Sussex
Mary Stevens Hospice, Stourbridge
Mast Cell Action
MATA Regal Theatre
Mayflower Academy Ltd
Mayhew Home
Meanwood Valley Urban Farm
Carried forward

Year Ended
Year Ended
31-Mar-23
31-Mar-22
£
£
844,193
775,884
3,000
-
4,000
4,000
-
3,936
3,000
-
-
4,500
3,000
-
4,000
-
-
3,500
2,500
-
3,000
3,000
3,500
3,000
-
3,000
-
3,500
4,000
-
-
4,000
4,694
2,213
5,000
4,000
3,000
3,000
-
4,000
-
3,380
-
4,000
-
4,000
-
2,650
-
3,000
2,500
2,000
6,000
5,000
4,500
3,500
3,840
3,300
3,000
-
3,000
4,000
4,000
-
-
3,500
3,500
-
-
4,935
-
3,500
4,800
4,000
-
2,500
3,500
-
-
3,500
3,000
3,500
-
4,000
-
3,000
-
3,000
-
3,500
-
3,500
-
3,500
-
3,000
2,915
3,000
-
3,500
3,000
-
3,000
-
3,000
-
3,000
-
4,000
-
947,442
911,798

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID (continued)
Brought forward
Medical Detection Dogs
Medical Engineering Resource Unit
Melodians Steel Orchestra
Meningitis Now
Mental Health Foundation
Merry Opera Company Ltd
MERU
Mid Wales Opera
Middlesex Association for the Blind
Midlands Arts Centre
Milestones Trust
Milton Keynes Islamic Arts and Culture
MindFood
Mitchell's Miracles Neuroblastoma Charity
Mobility Trust
Moira Anderson Foundation
Momentum Children's Charity
Montgomeryshire Youth Theatre
Moor Trees
Motor Neurone Disease Association
Motus Dance
Mountview Academy of Theatre Arts
Moving Parts Art CIO
Mozartists
MS Society
Mudchute Association
Mulberry Centre
Multi-Story Orchestra
Multiple Sclerosis Trust
Multiple System Atrophy Trust
Music @ Malling Ltd
Music and Theatre for All
Music for my Mind
Music Illuminated
Music of Life Foundation
Music Therapy Works
Music24
Musicians Benevolent Fund
MusicLinks Ltd
Mustard Tree
My Life Films Ltd
Myriad Centre
Nash Concert Society Trust
National Association of Laryngectomy Clubs
National Centre for Writing
National Gallery
National Rheumatoid Arthritis Society
National Student Drama Festival
National Youth Choir of GB
National Youth Choir of NI
National Youth Choir of Scotland
Nelson Trust
Nevill Holt Community Arts
New Blendworth Centre
Carried forward

Year Ended
Year Ended
31-Mar-23
31-Mar-22
£
£
947,442
911,798
3,000
-
-
5,000
10,000
-
3,000
-
3,000
-
4,000
-
4,000
-
-
3,500
3,000
3,000
-
3,000
-
4,000
-
4,000
-
4,000
3,000
-
-
3,000
-
4,000
3,000
-
3,000
4,000
3,000
-
3,000
-
3,000
4,000
-
3,500
4,000
-
3,000
-
-
3,000
-
3,500
3,000
3,000
2,500
-
-
3,000
-
4,000
-
3,000
-
5,000
3,500
-
2,000
-
4,000
-
3,000
-
-
3,500
3,000
5,000
-
3,500
-
4,000
-
4,000
2,000
-
2,000
-
-
3,000
3,000
3,500
3,000
4,500
-
2,500
4,000
6,000
-
4,000
-
-
4,000
2,500
-
3,000
-
4,000
-
1,052,942
1,022,798

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID (continued)
Brought forward
New Diorama
New English Ballet Theatre
New Hope
Newcastle Theatre Royal Trust Ltd
Newhampton Arts Centre
Newlife the Charity for Disabled Children
NICE - Centre for Movement Disorders
NMC Midlands
Noah's Ark Children's Hospice, Barnet
Nordoff-Robbins Music Therapy
Norfolk Carers Support/Norfolk Family Carers
Norfolk Deaf Association
Norfolk Hospice
Normandy Community Therapy Garden
North Belfast Youth Choir
North East Theatre
North Music Trust
Northamptonshire Music and Performing Arts Trust
Northern Ballet
Northern Opera Group
Northern Shape
Nottingham Music Service
Nucleo Project
Oakhaven Hospice Trust, Hampshire
Oakleaf Enterprise
Old Vic Theatre Trust 2000
Olympias Music Foundation
Only Connect UK
Open Country
Open Theatre Company
OpenStoryTellers
Opera Anywhere Ltd
Opera Brava
Opera Circus
Opera Holland Park
Opera North Ltd
Opera Prelude
OperaUpClose
ORA Choir
Orchard Project (Cause) Ltd
Orchestras for All
Orchestras Live
Otakar Kraus Music Trust
Orpheus Centre Trust
Our Special Friends
Ouseburn Farm Charity Ltd
Ovacome
Over the Wall
Overgate Hospice
Oxford Hospitals Charity
Oxford Leider Ltd
Oxford Philharmonic Orchestra Trust
Oxford Playhouse Trust
PACE Centre
Carried forward

Year Ended
Year Ended
31-Mar-23
31-Mar-22
£
£
1,052,942
1,022,798
-
3,500
4,000
4,000
3,487
-
3,000
-
-
3,000
3,000
4,000
-
3,500
3,000
-
-
3,000
-
3,000
-
3,500
3,000
-
-
4,565
4,000
-
3,000
-
4,000
-
3,500
-
-
4,000
-
4,500
3,000
3,000
-
4,000
-
3,000
-
3,500
-
3,500
3,500
-
4,000
3,000
3,500
-
3,000
3,000
3,000
-
3,000
-
3,000
-
3,250
-
4,000
5,000
-
3,000
-
4,000
4,000
-
-
3,500
3,000
-
-
3,000
-
3,500
10,000
5,000
3,000
-
4,860
-
-
4,000
5,000
4,000
-
3,000
3,500
4,000
-
4,000
4,320
-
-
4,000
-
3,000
-
4,000
3,000
3,000
3,000
-
1,163,859
1,146,363

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID (continued)	Year Ended	Year Ended
	31-Mar-23	31-Mar-22
	£	£
Brought forward	1,163,859	1,146,363
Paddington Farm Trust	-	4,000
Paintings in Hospitals	3,000	-
Parish Trust	3,000	-
Park Theatre	-	4,000
Parkinsons Disease Society of the United Kingdom	-	3,000
Parochial Church Council of the Ecclesiastical Parish of St. Sepulchre Without New	3,000	-
PBC Foundation (UK) Ltd	3,000	2,500
Peer Productions	4,000	4,000
Pegasus Theatre Trust	-	3,000
Pelvic Radiation Disease Association	3,000	-
Pembroke Coast National Park	4,000	-
People's Orchestra	3,000	2,880
Perkisound CIO	4,000	-
Peter Pan Centre for Children with Special Needs	3,500	4,388
Philharmonia Ltd	-	3,000
Pilgrims Hospices in East Kent	-	1,569
Pimlico Opera	4,000	-
Pinwherry and Pinmore Community Development Trust	4,727	-
Pituitary Foundation	3,000	4,000
Plantlife International	-	3,500
Play Midlothian	-	3,500
Playlist for Life	-	4,000
Polka Children's Theatre Ltd	4,000	4,000
Polycystic Kidney Disease Charity	6,000	-
PramaLife	4,200	-
Prime Cut Productions	3,000	5,000
Prince and Princess of Wales Hospice, Glasgow	-	3,000
Princess Alice Hospice, Surrey	-	3,500
Prospects Foundation	-	3,500
Prostate Cancer UK	3,000	4,000
Prout Bridge Project	1,000	-
Public Learning Workshop	4,222	-
Puppet Animation Scotland	2,500	-
Purcell School	3,000	-
Pursuing Independent Paths	-	3,000
Pushkin Trust	-	2,300
Queen Alexandra College, Birmingham	-	4,149
Queen Elizabeth Scholarship Trust	10,000	10,000
Quenington Sculpture Trust	3,000	-
Rabble Theatre	-	3,500
Rainbow Hub North West Ltd	3,000	-
Rainbow Trust Children's Charity	3,000	-
Reach Learning Disability	4,000	-
Reach Volunteering	3,000	-
Readathon (Read for Good)	-	4,000
Remap 2010	-	3,500
Rennie Grove Hospice Care, Hertfordshire	-	3,902
Repollinate	5,000	-
Retina UK	-	4,000
Revitalise Respite Holidays	-	3,850
Rework Ltd	-	2,400
Riana Development Network	4,000	-
Richard House Trust	3,500	-
RicNic	3,000	4,000
Carried forward	1,281,508	1,265,301

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID (continued)
Brought forward
Ride High Ltd
Rig Arts
Rimrose Valley Friends
River Thame Conservation
Rockingham Forest Trust
Rockinghorse Children's Charity
Rodolfus Foundation Ltd
Ronald McDonald House Charities
Rose Road Association
Rossendale Trust
Roundabout (Dramatherapy)
Rowans Hospice, Waterlooville
Rowcroft Hospice, Torquay
Royal Academy of Dramatic Art
Royal Academy of Music
Royal Caledonian Education Trust
Royal College of Music
Royal Court Liverpool Trust Ltd
Royal Horticultural Society
Royal Hospital for Neuro-disability
Royal Liverpool Philharmonic Society
Royal Marsden Cancer Charity
Royal National College for the Blind
Royal National Theatre
Royal Northern College of Music
Royal Opera House Covent Garden Foundation
Royal Philharmonic Orchestra
Royal Scottish National Orchestra Society Ltd
Royal Shakespeare Company
Royal Society for the Protection of Birds
Royal Star and Garter Homes
Royal Trinity Hospice, London
Royal Welsh College of Music
Royal Zoological Society of Scotland
Ruddi's Retreat/Gwennie's Getaways
Rudolph Walker Foundation
S Pinter Youth Project
Saint Catherine's Hospice Trust, Scarborough
Salisbury Hospice Care
SameYou
Samling Institute for Young Artists
Saxmundham Art Station
Scene and Heard
School Ground Sounds
Scottish Book Trust
Scottish Chamber Orchestra Ltd
Scottish Huntington's Association
Scottish Outdoor Education Centres Association
Scottish Youth Dance
Second Chance Children's Charity
Sense: The National Deafblind and Rubella Association
Sensory Trust
SERVE
Severn Hospice, Shrewsbury
Carried forward

Year Ended
Year Ended
31-Mar-23
31-Mar-22
£
£
1,281,508
1,265,301
5,000
-
3,000
-
-
3,500
3,000
-
3,573
-
3,000
-
-
3,500
-
4,000
-
4,000
3,000
-
4,434
-
3,500
-
3,000
-
10,000
10,000
10,000
10,000
3,500
-
-
3,500
-
5,050
10,000
10,000
3,000
-
3,000
-
3,500
4,000
-
3,500
-
3,000
10,000
10,000
-
3,000
-
4,000
-
2,500
4,000
-
3,000
-
-
3,500
3,500
-
3,600
-
3,000
-
-
3,500
2,250
-
-
3,000
3,000
3,000
2,500
-
3,000
-
4,000
3,000
-
3,000
-
10,000
3,000
3,500
-
-
3,000
-
3,000
4,000
-
-
3,000
3,000
3,500
-
5,000
5,000
-
3,000
4,000
3,000
-
1,428,365
1,393,351

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID (continued)
Brought forward
Shaldon Festival
Shared Earth Trust
Sheffield Music Academy
Sherman Cymru
SHINE - Spina bifida, Hydrocephalus, Information, Networking, Equality
Sight Support Hull and East Yorkshire
Sinfonietta Productions Ltd
Sixteen Ltd
Snibston and Desford Colliery Bands
Society for Horticultural Therapy (TA Thrive)
Society for Mucopolysaccharide Diseases
Soft Touch Arts
Soho Theatre Company
Somerset House Trust
SongEasel
Sound Connections
Soundabout
SoundCafe Leicester
Soundmix
Soundwell Music Therapy Trust
South Bucks Hospice
South East Dance Ltd
South Kent Mind
Southbank Sinfonia
Southwark Playhouse Theatre Company
Southwell Music Festival
Spark Arts for Children
Special Stars Foundation
Speedwell Trust Ltd
Spinal Injuries Association
Spinal Muscular Atrophy UK
Spitalfields Festival Ltd
Spitz Charitable Trust
SPLASH - Special Play and Leisure After School Hours
SS John and Elizabeth Charity
St Andrew's Hospice, Lanarkshire
St. Ann's Hospice, Staffordshire
St Barnabas Hospices, Sussex Ltd
St. Barnabas House, Worthing
St. Clare West Essex Hospice Care Trust
St. David's Hospice Care, Newport
St. Elizabeth Hospice, Suffolk
St. Georges Bristol
St. Georges Hospital Charity
St. Joseph's Hospice Association
St. Joseph's Hospice, Hackney
St. Kentigern Hospice, Denbighshire
St. Leonard's Hospice, York
St. Luke's Hospital, Oxford
St. Margaret's Hospice, Somerset
St. Mary, Kelling Parochial Church Council
St. Michael's Hospice (incorporating the Freda Pearce Foundation), Hereford
St. Michael's Hospice, Hastings and Rother
St Michael's Hospice, North Hampshire
Carried forward

Year Ended
Year Ended
31-Mar-23
31-Mar-22
£
£
1,428,365
1,393,351
2,640
1,000
5,986
4,000
3,000
-
4,500
-
3,500
-
2,340
-
3,000
4,000
3,000
-
-
2,000
-
4,000
-
3,500
3,000
-
3,000
-
3,000
-
2,500
-
4,000
-
-
3,000
5,754
-
-
4,000
3,000
3,000
3,500
4,000
-
3,000
3,000
-
-
3,000
3,456
-
3,000
-
-
3,000
-
2,000
3,000
-
3,000
-
3,500
3,000
3,000
4,000
-
3,000
-
3,500
2,000
3,000
3,500
-
-
4,000
4,306
-
-
4,000
3,000
4,000
3,025
1,483
3,500
3,000
3,000
3,500
-
3,500
-
3,500
5,000
4,000
-
3,000
-
3,000
-
3,000
-
3,500
2,531
-
3,500
4,000
5,000
-
5,000
4,000
1,549,403
1,504,834

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID (continued)
Brought forward
St. Oswald's Hospice Ltd, Newcastle upon Tyne
St Paul's Cathedral Foundation
St. Richard's Hospice Foundation, Worcester
St Werburghs City Farm
St Wilfrid's Centre
St. Wilfred's Hospice, Eastbourne
St Wilfred's Hospice, South Coast Ltd
STTA (St. Ann's Allotments)
Stannington Brass Band
Starlight Children's Foundation
Steel City Choristers
Stepney Community Trust
Stockport Progress and Recovery Centre
Stoke on Trent and North Staffs Theatre Trust
Stonehill Community Gardens
Streetwise Opera
Strike A Light (Gloucester)
Stroke Association
Strongbones Children's Charitable Trust
Stroud Valleys Project
Studio Wayne McGregor
Style Acre
Sudbury Neighbourhood Centre
Sue Ryder
Sunshine Sunflower Foundation
Support After Murder and Manslaughter
Support Dogs Ltd
Sussex Association for Spina bifida and Hydrocephalus
Swaledale Festival
Swansea Music Art Digital
Swindon Dance
Sydenham Garden
Synergy Theatre Project
Tangle Theatre
Tanyard Youth Project Ltd
Tara Arts Group Ltd
Target Ovarian Cancer
Team Imagineers
Team Oasis
Teenage Cancer Trust
Teesside Hospice Care Foundation
Theatre Royal Haymarket Masterclass Trust
Theatre Royal (Plymouth) Ltd
Theodora Children's Charity
Thetford Voices
Thickskin Theatre
Third Angel
Thomas's Fund
Three Choirs Festival Association Ltd
TIN Arts Ltd
Tiny Tim's Children's Centre
Tobacco Factory Arts Trust
Toonspeak Young People's Theatre
Tortoise in a Nutshell
Carried forward

Year Ended
Year Ended
31-Mar-23
31-Mar-22
£
£
1,549,403
1,504,834
-
3,000
3,000
-
-
3,500
6,000
-
-
3,680
3,000
3,000
3,000
-
3,000
3,500
-
-
3,500
3,000
-
3,500
3,000
-
-
3,500
3,000
-
3,000
-
5,000
-
3,000
-
4,877
-
-
4,500
-
3,500
-
3,000
4,000
-
-
1,200
-
4,000
4,890
-
-
4,000
-
4,000
3,500
-
2,000
-
-
2,500
3,070
-
3,000
3,500
4,000
-
3,500
-
3,000
-
-
4,500
3,000
2,000
3,000
-
3,000
-
3,000
-
3,000
-
3,000
-
-
1,500
3,000
-
-
1,750
-
3,500
3,492
3,000
3,000
-
3,500
3,000
-
3,000
-
-
3,500
4,000
-
-
3,000
1,661,232
1,587,964

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID (continued)
Brought forward
Totnes Caring Ltd
Tourette Syndrome (UK) Association
Towersey Foundation
Traverse Theatre (Scotland) Ltd
Trees for Cities
Trigeminal Neuralgia Association
Trinity Community Arts
Trussell Trust
Trust Links
Trust Music
Tuberous Sclerosis Association
Tunnell Trust
Tuppenny Barn Education
Turner's House Trust
Twins Trust
Twisting Ducks Theatre Company CIO
Two Moors Festival
Ty Gobaith Children's Hospice, Oswestry
Ty Hafan: The Children's Hospice in Wales
Tyne Rivers Trust
Tynedale Hospice at Home
Ulster Orchestra Society Ltd
Ulster Touring Opera Ltd
Ulster Youth Orchestra
UniBrass Foundation
Unicorn Theatre London
Union Chapel Project
Up 'N Away
Uplands Enterprise Trust
Us in a Bus
Vanguard Productions
Venture Trust
Veterans' Growth
Veterans Outdoors
Vietnamese Mental Health Services
Villages Music Festival
Wac Arts
Wag and Company North East Friendship Dogs
Wakefield Hospice
Wallace and Gromit's Children's Foundation
Wallace Collection
Walworth Garden
Warwickshire Association for the Blind
Warwickshire Young Carers
Watermill Theatre Ltd
Waterperry Opera Festival
Waters Edge Arts / Edge Theatre and Arts Centre
Waves Music Therapy
We Are GROW
Welsh Chamber Orchestra Ltd
Welsh Dance Theatre Trust Ltd
Welsh National Opera Ltd
Welsh Singers Showcase
Wessex Children's Hospice Trust
Carried forward

Year Ended
Year Ended
31-Mar-23
31-Mar-22
£
£
1,661,232
1,587,964
-
3,000
-
3,500
-
4,000
-
4,000
-
4,000
3,500
-
3,000
-
10,000
-
4,000
-
-
3,000
-
4,000
4,000
4,000
3,000
4,000
3,500
-
3,000
-
-
5,898
3,000
3,000
-
-
-
3,500
-
4,000
3,500
-
6,000
-
3,000
4,000
-
3,500
2,500
-
4,000
-
3,000
-
3,000
-
3,000
4,000
-
4,000
3,000
-
3,000
4,000
-
4,000
-
4,000
-
3,000
1,677
-
3,000
-
3,000
-
-
3,000
3,000
3,000
-
4,000
-
3,500
-
4,180
-
3,500
2,500
-
3,000
-
-
3,500
3,000
-
-
4,500
5,000
-
-
4,000
3,000
3,000
4,000
-
3,200
4,000
1,766,609
1,708,542

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

APPENDIX 1: GRANTS PAID (continued)
Brought forward
West Horsley Place Trust
Weston Hospice Care
Westwood 2015 Ltd
Weybridge Men's Shed
Whirlow Hall Farm Trust Ltd
Whizz-Kidz
Wilderness Trust
Wildfowl and Wetland Trust
Wildlife Trust Avon
Wildlife Trust Beds, Cambs and Northants
Wildlife Trust Berkshire, Buckinghamshire and Oxfordshire
Wildlife Trust Cheshire
Wildlife Trust Derbyshire
Wildlife Trust Devon
Wildlife Trust Durham
Wildlife Trust Northumberland
Wildlife Trust Nottinghamshire
Wildlife Trust Scotland
Wildlife Trust Sheffield
Wildlife Trust Somerset
Willow Wood Hospice
Wiltshire Music Centre Trust Ltd
Wiltons Music Hall
Wimbledon Guild of Social Welfare
Winchester Chamber Music Festival Trust
Winchester Hospice Fundraising Charity
Winston's Wish
Wirral Society of the Blind and Partially Sighted
Wishing Well Music for Health
Woking and Sam Beare Hospice
Wolverhampton Youth Zone
Women's Health Matters
Woodland Centre Trust (Camp Mohawk)
Woodland Trust
Woodmeadow Trust
Worcester Theatres Charitable Trust
World Heart Beat Music Academy Ltd
Wycombe Youth Action
Wye and Usk Foundation
XL Project
York Blind and Partially Sighted Society
Yorkshire Dales Millennium Trust
Yorkshire Youth and Music
Young and Inspired
Young Classical Artists Trust
Young Gloucestershire
Young Lewisham Project
Young Music Makers of Dyfed
Youth Options
Zion Arts Centre

Year Ended
Year Ended
31-Mar-23
31-Mar-22
£
£
1,766,609
1,708,542
2,000
-
3,000
-
-
3,600
-
2,000
-
4,000
5,000
-
-
3,500
-
4,000
-
3,500
-
4,000
3,000
-
3,000
-
-
3,975
-
4,000
-
4,000
3,000
-
3,000
-
-
3,500
3,000
-
4,000
-
5,000
-
5,000
-
2,500
2,250
3,000
-
1,500
-
5,000
3,500
3,000
-
3,000
-
3,000
-
3,000
3,000
-
3,000
6,000
-
3,000
4,000
-
3,500
3,000
3,500
3,000
-
-
4,849
2,374
-
-
4,000
-
5,000
3,000
-
-
4,000
3,500
-
-
3,500
3,000
-
4,000
-
3,000
3,500
4,000
-
4,000
-
3,000
-
1,874,483
1,796,216

The D‘Oyly Carte Charitable Trust is a Company Limited by Guarantee No. 5638406 Registered in England and Wales Charity Registration No. 1112457

Report and Accounts 2023

Report and Accounts

for year ended 31[st] March 2023

TABLE OF CONTENTS

Trustees’ Report for the year ended 31[st] March 2023

Executive Director

Investment Managers

Historical Background

Governing Document

Measuring Impact and Public Benefit

Charitable Objective and Mission

Governance

Trustees

Register of Trustees’ Interests

Charity Governance Code

Appointment of Auditor

Key Management Personnel

Fundraising

Hospitality Register

Financial Review 2022/23

Investment Management

Investment Policy and Objectives

Investment Policy Statement

Investments

Income and Expenditure

Reserves Policy

Going Concern

Internal Controls

Risk Management

The Charity’s Grant-making

Grant-making Priorities (updated February 2023)

The Arts

Medical Welfare

The Environment

Grant-making Restrictions/Exclusions

Grant Monitoring and Evaluation

Grant Applications 2022/23

Grant Awards 2022/23

Annual Grants Paid 2018/19 – 2022/23

The Arts

Medical Welfare

The Environment

Grants Distribution 2021/22 and 2022/23

Grants paid by Sector 2019-2023

Grants paid by Subcategory 2022/23

Distribution of Grants Paid by Area Served 2022/23

Sector Split of Number of Grants Paid by Region 2022/23

Supporting Excellence in The Arts, Crafts and Horticulture

The D’Oyly Carte Opera Trust and The Savoy Operas

The Charity’s 50[th] Anniversary Awards

Trussell Trust

Supporting the UK’s Hospices

A selection of charities supported during the year

Hackney Shed

Arts Priority: Access and participation in the arts for young people

The Aloud Charity

Arts Priority: Participation in choirs to build community

Art Against Knives

Charles Wood Festival of Music

Arts Priority: Performance development opportunities for those in the early stages of their careers

Forget-me-not Chorus

Medical Welfare priority: Music therapy to improve quality of life and mental wellbeing

Tynedale Hospice

Designability

Children’s Adventure Farm Trust

STAA (St. Ann’s Allotments)

Environment priority: Social and therapeutic horticulture projects that embrace nature as a tool for mental wellbeing

Heart of England Forest

Environment priority: Social and therapeutic horticulture and involvement in hands-on conservation activities

City and Guilds of London Art School

Trustees’ Responsibilities

Trustees’ Responsibilities (continued)

Independent Auditor’s Report to the Members of The D’Oyly Carte Charitable Trust

Opinion

In our opinion the financial statements:

Basis for opinion

Conclusions relating to going concern

Independent Auditor’s Report to the Members of The D’Oyly Carte Charitable Trust (continued)

Other information