|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**for the period**|**for the period**|**for the period**| |---|---|---|---|---|---|---|---| |**From**|Period start date|||**To**|Period end date||| ||**01**|**04**|**2021**||**31**|**03**|**2022**| ## Section A Reference and administration details **Charity name** Opera Dei Lumi **Other names charity is known by Registered charity number (if any)** 1175069 **Charity's principal address** 4 Wentworth Gardens Whitley Bay Tyne and Wear **Postcode NE25 9QA** ## **Names of the charity trustees who manage the charity** ||1
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14|**Trustee name**|**Ofce (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---|---|---| |||Dr Anthony William
Henfrey|||| |||Dr John Michael
Hugh Jackson|||| |||Dr Margaret Joan
Jackson|||| |||Kate Donaghy|||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| |||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|||| |||**Name**||**Dates acted if not for wholeyear**|| ||||||| ||||||| ||||||| **TAR** March **2012** 1 ## **Names and addresses of advisers (Optional information)** |**Type of adviser**|**Name**
**Address**|**Name**
**Address**| |---|---|---| |**Accountant**|Ryecroft Glenton|32 Portland Terrace, Newcastle upon Tyne, NE2 1QP| |||| |||| |||| |**Name of chief executive or names of senior staf members (Optional information)**||| |Peter Keenan – Artistic Director||| ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** The Charity is operated under its rules of association dated 25[th] Type of governing document September 2017 (eg. trust deed, constitution) The entity is a Charitable Incorporated Organisation (CIO) How the charity is constituted (eg. trust, association, company) By existing trustees Trustee selection methods (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** - You **may choose** to include additional information, where relevant, about:  policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **TAR** March **2012** 2 To advance the education of the public in the art of music with particular reference to opera for the benefit of mankind **Summary of the objects of the charity set out in its governing document** Opera dei Lumi exists to champion works, both well-known and obscure, of the Enlightenment (or Long Eighteenth-Century) by exploring their fit within the cultures of their time and representing, reaffirming and refreshing this sociological perspective in today's world. Opera dei Lumi makes a positive impact by bringing quality performances of eighteenth-century repertoire to a range of communities, often those culturally underserved (we have a long-standing association with Berwick-upon-Tweed and the Scottish Borders, for example). We also provide professional performance opportunities for emerging young **Summary of the main** artists. **activities undertaken for the public benefit in relation to** Opera dei Lumi’s niche is in specialising in eighteenth-century operatic **these objects (include within** repertoire and Mozart in particular, something which not many other **this section the statutory** opera groups do. It is justified on the grounds that such specialism is rare **declaration that trustees have** and essentially does not exist outside of London, despite the resulting **had regard to the guidance** output yielding such unique qualities in performance. **issued by the Charity Commission on public benefit)** ## **Additional details of objectives and activities (Optional information)** **TAR** March **2012** 3 You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance **TAR** March **2012** 4 ## Section D Achievements and erformance p In the wake of the COVID-19 pandemic, Opera dei Lumi was pleased to **Summary of the main** come together for short run of performances in August 2021, working at **achievements of the charity** pace to ensure a safe environment amidst constantly changing rules and **during the year** guidelines. Following the successful ‘Opera dei Lumi explore Haydn & Mozart: 1767– 1774’ programme in 2019, this season’s ‘An Evening the Michaelerplatz’ programme continued the ‘snapshot in time’ theme, exploring music and text by three neighbours situated in central Vienna at the height of the Enlightenment: composers Joseph Haydn and Marianna Martines and librettist Pietro Metastasio. The project shed some much needed light on the work and career of this excellent but overlooked female composer. It also provided the opportunity for the charity’s first ever livestream broadcast too. We felt this project fully embraced Opera dei Lumi’s aims, to expose lesserknown contemporaries of Mozart to as new and wide an audience as possible. The concerts featured Martines’ dramatic setting of Metastasio’s ‘Berenice, ah, che fai’, her Sinfonia in C, and Haydn’s Symphony No. 43 (Mercury). Opera dei Lumi returned to St James’ and St Basil’s Church in Newcastle on 13 August before crossing the Scottish border, performing at Paxton House on 14 August. The latter performance was broadcast via a YouTube livestream and watched from locations including New Zealand, Egypt, North America and across Europe. We were delighed to welcome back soprano Catrin Woodruff (soprano) as soloist for the Martines. Our orchestra included – Violins: Dániel Máté Mészöly, Tessa Henderson, Rebecca Howell, Michelle Dierx, Gongbo Jiang, Helen Roche; Violas: Edward Keenan, Theodore Chung Lei; Cellos: Deborah Thorne, Molly McWhirter; Double Basses: Elen Roberts, Chris Sergeat; Oboes: Isabel Kent, Anna Seaton; Horns: Christopher Griffiths, Helen Kuby; Harpsichord: Sean Heath. We were also delighted to work with live stream specialist Tom Stainer. **TAR** March **2012** 5 ## **Section E Financial review** It is the policy of the charity to try to build up unrestricted funds, which are **Brief statement of the** free reserves of the charity, to a level that equates to 3 to 6 months **charity’s policy on reserves** unrestricted expenditure. This will prove sufficient funds to cover management and administration support costs and any emergencies that may arise time to time. **Details of any funds materially** No such funds **in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Support** We are immensely grateful to Tony Trapp, the Henfrey Charitable Trust and Kate Donaghy for their support towards this season’s performances, and are proud to acknowledge their generosity and belief in Opera dei Lumi here. We would like to thank all the _Amici del secolo del Lumi_ for their continued support during this uncertain and difficult period for the Arts. ## **Future plans** In 2022/23, we look forward to returning to live performance if possible and hope to return to the Edinburgh Festival Fringe. **TAR** March **2012** 6 ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary, Chair,**
**etc)**
**Date**||| |---|---|---| ||Dr Anthony William Henfrey|Dr John Michael Hugh Jackson| ||Trustee|Trustee| |||| **TAR** March **2012** 7 ||**Charity Name**

**Opera Dei Lumi**
|**Charity Name**

**Opera Dei Lumi**
|**Charity Name**

**Opera Dei Lumi**
|**Charity Name**

**Opera Dei Lumi**
|**CC16a**| |---|---|---|---|---|---| ||**For the period**
**from**|Period start date
**01/04/2021**|**To**|Period end date
**31/03/2022**|| ||||||| |**Section A Receipts and payments**|||||| |**A1 Receipts**
**Trusts and Foundations**
**10,000**
**Concert Income**
**629**
**Other donations**
**1,338**
**Membership**
**90**
**Other income**
**1**
**-**
**-**
**12,058**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 12,058**
**A3 Payments**
**Artist fees**
**9,547**
**Expenses**
**1,191**
**Venue Hire**
**1,000**
**Marketing**
**159**
**Equipment**
**1,388**
**Website costs**
**72**
**Governance**
**300**
**Insurance**
**257**
**Other costs**
**193**
**-**
**-**
**_Sub total_ 14,107**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 14,107**
**_Net of receipts/(payments)_ - 2,049**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**7,210**
**_Cash funds this year end_ 5,161**
**Unrestricted**
**funds**
**to the nearest**
**£**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**||**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**178**
**-**
**-**
**-**
**-**
**-**
**178**
**-**
**-**
**-**
**178**
**- 178**
**-**
**178**
**-**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**10,000**
**629**
**1,338**
**90**
**1**
**-**
**-**
**-**
**12,058**
**-**
**-**
**-**
**12,058**
**9,547**
**1,191**
**1,000**
**159**
**1,566**
**72**
**300**
**257**
**193**
**-**
**-**
**14,285**
**-**
**-**
**-**
**14,285**
**- 2,227**
**-**
**7,388**
**5,161**|**Last year**
**to the nearest £**| ||||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**10,000**|| |||||**629**|| |||||**1,338**|| |||||**90**|**315**| |||||**1**|**-**| |||||**-**|**-**| |||||**-**|**-**| |||||**-**|**-**| |||||**12,058**|**315**| ||||||| ||||**-**
**-**
**-**|**-**|| |||||**-**|**-**| |||||**-**|**-**| ||||||| ||||**-**|**12,058**|**315**| ||||||| ||||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**9,547**|| |||||**1,191**|| |||||**1,000**|| |||||**159**|**108**| |||||**1,566**|| |||||**72**|| |||||**300**|**150**| |||||**257**|| |||||**193**|**300**| |||||**-**|**-**| |||||**-**|| |||||**14,285**|**558**| ||||||| ||||**-**
**-**
**-**|**-**|**-**| |||||**-**|**-**| |||||**-**|**-**| ||||||| ||||**-**|**14,285**|**558**| ||||||| |||**- 178**|**-**
**-**
**-**|**- 2,227**|**- 243**| |||**-**||**-**|| |||**178**||**7,388**|**7,631**| |||**-**||**5,161**|**7,388**| |**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|| |---|---|---|---|---| |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**|**Details**
**Current account**
**Details**
**Gift aid debtor**
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**5,161**
**-**
**-**
**5,161**
OK
**to nearest £**
**1,182**
**-**
**-**
**-**
**-**
**-**
**Unrestricted**
**funds**
**Unrestricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**|**to nearest £**
**-**
**-**
**-**
OK
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**
**Restricted**
**funds**|**to nearest £**
**Restricted**
**funds**| |||||| |||||**-**| |||||**-**| |||||**-**| |||||OK| |||||**to nearest £**
**Restricted**
**funds**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Cost (optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Cost (optional)**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ## **B5 Liabilities** Signed by one or two trustees on behalf of all the trustees |**Details**
**Accountants fee**|**Unrestricted**
**Fund to which**
**liability relates**|**300**
**-**
**-**
**-**
**-**
**Amount due**
**(optional)**|**Amount due**
**(optional)**| |---|---|---|---| |**Accountants fee**|**Unrestricted**|**300**|**300**| |||**-**|**-**| |||**-**|**-**| |||**-**|**-**| |||**-**|**-**| |Signature|Print Name
Dr Anthony William Henfrey
Dr John Michael Hugh Jackson|Date of
approval| |---|---|---| ||Dr Anthony William Henfrey|| ||Dr John Michael Hugh Jackson||