| 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 | 2022 | 31 | 03 | 2023 |
Section A Reference and administration details
| Charity name Other names charity is known by Registered charity number (if any) Charity's principal address |
Opera Dei Lumi |
Opera Dei Lumi |
|---|---|---|
| 1175069 | ||
| 4 Wentworth Gardens | ||
| Whitley Bay | ||
| Tyne and Wear | ||
| Postcode | NE25 9QA |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 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 | ||||
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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:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
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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)
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You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and erformance p
In August 2022, Opera dei Lumi once again returned to St James and St Summary of the main Basil’s Church in Newcastle and the Edinburgh Festivals Fringe (our first achievements of the charity appearance there since 2018) performing at Canongate Kirk. during the year
Breaking with our programming style in recent years, which have offered a ‘snapshot in time’ style programme, this project aimed to bring together some of the influential figures in Mozart’s musical development. This featured music by Joseph Haydn (Symphony 52) and his lesser known brother Michael Haydn (Symphony 25), and lesser known London-based German composer Carl Friedrich Abel (Symphony Op. 7 No. 6).
Common thread between each of these composers is that they each wrote music which, at various points since Mozart’s death, have been (wrongly) attributed to Mozart. Partnered with these pieces was Mozart’s own double concerto for violin, viola and orchestra (Sinfonia concertante).
In addition to moving away from our recent programming style, this was Opera dei Lumi’s first performance project not to feature singing.
We were delighted to feature Michelle Dierx (violin) and Edward Keenan (viola) as soloists, both having previously worked with Opera dei Lumi, and both of whom led their sections in the orchestra for the evening.
We welcomed a number of new musicians to our orchestra, forging excellent working relationships, as well as enjoying the return of a number of regular collaborators. These included: oboists Isabel Kent and Anna Seaton; horn players Christopher Griffiths and Guy Llewellyn; violinists Michelle Dierx, Ilhem Ben Khalfa, Angus Bain, Simon-Philippe Allard, Anna Tulchinskaya, Alex Casson and Sonja Tuomela; violists Edward Keenan, Theodore Chung Lei and Taddeus Chung; violoncellists Deborah Thorne and Lucy Hoile; double bassist Gwen Reed; and harpsichordist Sean Heath.
We were pleased to have the evening in Edinburgh filmed and recorded by Hedd Morfett-Jones.
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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:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Support
We are hugely grateful to funders Tony Trapp, the Henfrey Charitable Trust and Kate Donaghy for their continued support of Opera dei Lumi’s endeavours. We are proud to acknowledge their generosity and their shared ambition for Opera dei Lumi’s artistic vision.
We also acknowledge with thanks all those who have supported Opera dei Lumi through our Amici del secolo dei Lumi programme.
Future plans
We are excited to look towards new and exciting performance projects in 2023 and beyond, and are exploring programming a concert in celebration of the Coronation, as well as potentially returning to a Messiah in the winter.
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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 | |
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| 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 01/04/2022 |
To |
Period end date 31/03/2023 |
||
| Section A Receipts and payments | |||||
| A1 Receipts Trusts and Foundations 15,000 Concert Income 1,255 Other donations 5,000 Membership 120 Other income - - 21,375 - - Sub total - Total receipts 21,375 A3 Payments Artist fees 9,369 Expenses 3,352 Venue Hire 900 Marketing 1,094 Equipment 1,594 Website costs 90 Governance 300 Insurance 44 Other costs 111 - - Sub total 16,854 - - Sub total - Total payments 16,854 Net of receipts/(payments) 4,521 A5 Transfers between funds - A6 Cash funds last year end 5,161 Cash funds this year end 9,682 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 £ - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 15,000 1,255 5,000 120 - - - - 21,375 - - - 21,375 9,369 3,352 900 1,094 1,594 90 300 44 111 - - 16,854 - - - 16,854 4,521 - 5,161 9,682 |
Last year to the nearest £ |
|
| - - - - - - - - - |
15,000 | 10,000 | |||
| 1,255 | 629 | ||||
| 5,000 | 1,338 | ||||
| 120 | 90 | ||||
| - | 1 | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| 21,375 | 12,058 | ||||
| - - - |
- | ||||
| - | - | ||||
| - | - | ||||
| - | 21,375 | 12,058 | |||
| - - - - - - - - - - |
9,369 | 9,547 | |||
| 3,352 | 1,191 | ||||
| 900 | 1,000 | ||||
| 1,094 | 159 | ||||
| 1,594 | 1,566 | ||||
| 90 | 72 | ||||
| 300 | 300 | ||||
| 44 | 257 | ||||
| 111 | 193 | ||||
| - | - | ||||
| - | |||||
| 16,854 | 14,285 | ||||
| - - - |
- | - | |||
| - | - | ||||
| - | - | ||||
| - | 16,854 | 14,285 | |||
| - | - - - |
4,521 | - 2,227 | ||
| - | - | ||||
| 5,161 | 7,388 | ||||
| - | 9,682 | 5,161 |
| 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 B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Current account Details Gift aid debtor Details Details Details Accountants fee Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 9,682 - - - - 9,682 - OK OK to nearest £ to nearest £ 1,182 - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - Unrestricted 300 - - - - Print Name Dr Anthony William Henfrey Dr John Michael Hugh Jackson Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Restricted funds |
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Restricted funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Cost (optional) | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Cost (optional) | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Amount due (optional) |
|||
| 300 | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Date of approval |
|||
| Dr Anthony William Henfrey | |||
| Dr John Michael Hugh Jackson |