|||**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**for theperiod**|**for theperiod**|**for theperiod**| |---|---|---|---|---|---|---|---|---|---| |||**From**|Period start date|||**To**|Period end date||| ||||01|04|2024||31|March|2025| ## 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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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---|---| ||Kate Donaghy|||| ||Katharine Claire
Morley||From 1 May 2025|| ||Professor Simon
Frith||From 1 November 2025|| |||||| ||Dr Tony Henfrey||Resigned 31 December
2024|| ||Dr John Jackson||Resigned 27 November
2025|| ||Dr Margaret
Jackson||Resigned 27 November
2025|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|||| ||**Name**||**Dates acted if not for whole year**|| March **2012** **TAR** 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 staff members (Optional information)** Peter Keenan – Artistic Director ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document The Charity is operated under its rules of association dated 25 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** March **2012** **TAR** 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)** March **2012** **TAR** 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 March **2012** **TAR** 4 ## Section D Achievements and performance **Summary of the main achievements of the charity during the year** Following a successful project in August 2022 in which Opera dei Lumi explored the influences of Mozart, ODL’s artistic director has been looking to establish a fresh and new artistic direction for the organisation. The decision was made to preserve existing funds during this period, to be rolled over to future plans. Plans for the coming seasons may include Apollo et Hyacinthus, a work ODL have had earmarked for many years; potential commissions from young composers and a deeper examination of Michael Haydn’s sacred works. March **2012** **TAR** 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** Opera dei Lumi would like to acknowledge the many people who support its work: The Henfrey Charitable Trust, Kate Donaghy, Tony Trapp, and a number of our _Amici_ . ## **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** March **2012** **TAR** 6 ||**Charity Name**
|**Charity Name**
|**Charity Name**
|**No (if any)**| |---|---|---|---|---| ||**For the period**
**from**|Period start date|**To**|Period end date| ## **Section A Receipts and payments** |**Section A Receipts and payments**||||| |---|---|---|---|---| |**A1 Receipts**
Memberships
**40**
Other Income
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**40**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 40**
**A3 Payments**
Marketing
**-**
Website
**265**
Governance
**246**
Other Costs
**81**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ 591**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 591**
**_Net of receipts/(payments)_ - 551**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**9,203**
**_Cash funds this year end_ 8,652**
**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 £**
**40**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**40**
**-**
**-**
**-**
**40**
**-**
**265**
**246**
**81**
**-**
**-**
**-**
**-**
**-**
**591**
**-**
**-**
**-**
**591**
**- 551**
**-**
**9,203**
**8,652**|**Last year**
**to the nearest £**| |||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**40**|**40**| ||||**-**|**78**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**40**|**118**| |||||| |||**-**
**-**
**-**|**-**|| ||||**-**|**-**| ||||**-**|**-**| |||||| |||**-**|**40**|**118**| |||||| |||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**|**112**| ||||**265**|**113**| ||||**246**|**300**| ||||**81**|**71**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**591**|**596**| |||||| |||**-**
**-**
**-**|**-**|| ||||**-**|| ||||**-**|**-**| |||||| |||**-**|**591**|**596**| |||||| ||**-**|**-**
**-**
**-**
**-**|**- 551**|**- 478**| ||**-**||**-**|**-**| ||**-**||**9,203**|**9,681**| ||**-**||**8,652**|**9,203**| ## **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**|**Details**
**Details**
Gift Aid Debtor
**Details**
**Details**
**Details**
Accountants Fee
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**8,652**
**-**
**-**
**8,652**
OK
**to nearest £**
**1,182**
**-**
**-**
**-**
**-**
**-**
Unrestricted
**Unrestricted**
**funds**
**Unrestricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**|**to nearest £**
**-**
**-**
**-**
**-**
OK
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**246**
**-**
**-**
**-**
**-**
**Restricted**
**funds**
**Restricted**
**funds**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---|---| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||OK| |||||**to nearest £**
**Endowment**
**funds**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**When due**
**(optional)**| ||Accountants Fee|Unrestricted|**246**|| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| Signed by one or two trustees on behalf of all the trustees Signature Date of Print Name approval