Trustees’ Annual Report for the period
From 2021-09-01 Period start date To 2022-08-31 Period end date
Charity name: Opera Viva Merseyside
Charity registration number: 1177385
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance education in the operatic and dramatic arts for the benefit of the public, in particular …, by developing skills in musicianship and performance, and by developing appreciation of music and drama through the presentation of public performances.. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
During this period, we were able to put on the following events: Masterclass:Amanda Roocroft • 2021-09-11, St Mary’s College Crosby Opera:The Elixir of Love • 2021-10-29, Mossley Hill Parish Church • 2021-10-30, Heswall Hall • 2021-11-03, Holy Trinity Church, Southport • 2021-11-06, St Mary’s College, Crosby Concert:Viva Italia! • 2022-04-02, St Mary’s College • 2022-04-03, Ullet Road Unitarian Church Concert:Give Our Regards to Broadway • 2022-06-25, St Mary’s College • 2022-07-02, Hollies Hall, Halewood (As part of Halewood CultureFest) • 2022-07-03, Aigburth People’s Hall |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All trustees have received and read the Charity Commission guidance on public benefit and have regard to it when taking decisions. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | The charity does not make grants. |
| Policy on social investment including program related investment |
Para 1.38 | The charity has no social investment program |
| Contribution made by volunteers |
Para 1.38 | The charity’s activities are almost entirely carried out by volunteers, who (a) improve their own knowledge and skills in music and drama, and in stage production skills under the guidance of, and through the example of, professional conductors, pianists and singers, while (b) providing accessible public performances in community venues. |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The charity brought high-standard classical opera and operetta, and other art music, in low-cost and fully accessible informal performances to a number of local venues in Merseyside. One of these performances was given at a local cultural festival promoted by community groups. The amateur performers ranged in age from under 20 to over 70. The important and unusual opportunity we provide is demonstrated by the journeys made to take part: from as far as Bolton, North Wales, and Preston. Our amateur performers were accompanied by a professional pianist and string orchestra and directed and trained by professional conductors of a very high standard. We additionally promoted a masterclass for singers which was led by a professional singer and teacher of international standard. |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity made a deficit of £2847.82 over the period, and remains solvent. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves policy agreed by Opera Viva Committee on 24/4/19: Opera Viva aims to have a reserve of £2,000, available to spend at short notice to cushion us against any financial problems. This represents the approximate cost of having to cancel a major production for uninsurable reasons. Each year our annual budget will allocate up to £250 to go into the reserve fund until the £2,000 target is reached. |
| Amount of reserves held | Para 1.22 | £1000 is allocated to reserves as at 31/8/22. |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | • Earned income: 56% • Corp & Personal donations: 21% • Subscriptions: 10% • Grants: 12% |
|---|---|---|
| A description of the principal risks facing the charity |
Para 1.46 | Sudden unavailability of key volunteer performers, requiring professional replacement (extra expenditure) or abandoning a planned performance (reduced income). |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO Association |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are appointed by the existing Trustees or members. Trustees are subject to re-election by members in rotation every three years (after the CIO’s first year) |
Reference and Administrative details
| Charity name | Opera Viva Merseyside |
|---|---|
| Other name the charity uses | Opera Viva |
| Registered charity number | 1177385 |
| Charity’s principal address | Sefton CVS, Burlington House, Crosby Rd North, Liverpool L22 0LG |
Names of the charity trustees who manage the charity
| 1 2 3 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Doreen Whitlow | ||||
| Peter McColgan | Chair | |||
| Douglas Ligertwood |
Declarations
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 |
Peter McColgan |
|
|---|---|---|
Chair |
||
Wed 7 June 2023 |
||
Wed 7 June 2023 |
OPERA VIVA INCOME AND EXPEI¥DITURE ACCOIJNT FOR THE YEAR ENDED 31 AUGUST 2022 COME J85.(K) 4738.08 428.00 66.70 85.94 Ticket sales Bar profits Subscriptions Donations 5503.72 980.00 2076.) 5.00 148.00 1000.00 Bonus b911 P H Holt grant Sefton £9872.72 Sin8ing coach Orchestra Sing¢r Pi8nists 300.00 1944.19 151X).00 2610.00 2702.00 266.54 466.30 Costumes, props etc Hall rent Caretaker St Marys Subscriptions 392.42 50.00 401.20 480.00 105.1)0 20.40 162.99 Sundri¢s Postage and stationery Storage Licences Printing Social evening Web hosting 360.1x1 287.50 £12720.54 EXCESS OF EXPENDfTURE OVER COmE 847.82
OPERA VIVA BANK RECONCILIATION ASAT 31 AUGUST 2022 Opening balance at I September 2021 5087.96 Banked 363.48 14451.44 Payments 12211.30 Closing Balance per Bank and Accounts £2240.14