## **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