CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees. Annual Report for the period From 1 January 2024 Charity name: York Opera Charity registration number. 700279 To 31 December 2024 Objectives and Activities Summary of tr purFW)ses of the chanty as set lxrt in tts govemir¥J d(rnent p111 The presentalion of opera perfDmnces in York and North Yorkshire... aThJ to prorrK)te and enc[rage the k)ve of opwa in North Yorkshire During the year the company gave tyiree performances of Vhe Sorcerer- (Gilbert and SullNan) V4lth 23 piecc ordEstra at the the York Theatre Royal. The (Thipany also gave IrI thncerts of G&S (thoruses and solos arKI a semi-StapJ perfDrmance of a number of Mozart scenes. We also urKIertk three nrtS of Christinas music The Tnjstees have reviewed the guidance Cffl publ issued (PBI ) by tr chY (WIMs1on and is satisfied ttlat it meets Sumffory of the main activrties in relation to those purposes for public benefiL in particular, the aCtIes. projects or services idents"fd in tt accounts. P•a 1.17 1.19 Statement confimiiThJ whelher the trustees have had regard to the guidar issued by the Charrty Commission on public benefit P¥al.1 Addltional informknn {oplional) You ma dKM)se to indude fijrther statements wlwe relevant alJwt The company does rKJt gtve grants, although on CasF0n it may waive Or redu ETberShIP fees - especially for Yn9 music4ans. Our aim is that no-one who wishes to siThJ oFera ts prevented fr so LEcause of member5hj Not aPple P¢ICY on grant makirvJ P•R 1JO Policy on soclal investrrent includin9 program related investment P•a 1a8 AlrrM)St all the activrties of York Opera a undertaken by vdunteer5. This includes (xjr Musical arKI Stage Directors. all our princbpals and the memtews of Ihe chorus. In 3Jdilb. we have very aaive teams involved in the desi n arKI build of sets. Contribution maje by volunteers Pa 128
and in the design and makJ"ng of cx)stumes. Finally, we have active Sal and fvn raisiTr3 groups arKI volunteers are also involved in the business 5kJe of the Achievements and Perfonnance As describe{1 above. the c(¥npany gave a Summary of the 1n achievements of chartty. identy'ng the drfference chanws vffjrk has [e to the ¢irQJmstanS of its beneficiaries and any wider benefits to sttiety as a 120 The Sorer was perfom)ed viith full orchestra in a professional ttleatre. We do t require (xjr chorus to audrtion- and this I hekl FKdicy is cxxe to (r purpose of We do rJ)mFtstsvety aLxlit#)n for pnnctpal roles arKI require a high standard. We offer roles trK>th to rlt graduate5 wishing to devekp careers in music. and trK)se who wish to dee th&"r musical knowledge and experien. In the year also provide(J opw)thniti"es to new directors- working under the [nentShip of rnre We sing in ETrJlish and our goal is to brirvJ well designed. directed and perform otra to York allen in an accessit4e Addilional infornk7tion (optional) Ad)ievenEnts agalrtst objcctives *t Paa f.41 We set rselveS a prcKJramme for the year that required substants'al musical resrceS and complex Stag1 and drdr0be- birt also likely to accessible to rEw audien r1Ved wtlh reviewers comments'ng on the qualty of rnuS aTrJ Visualty (XNnpell¥ We also t(y)k our perfonnarts of Sorcerer into SS. providing an opportunrty for young people to experien otEretta. We were de1hte with the number of parents and children taking athantage of a
PerfCffince of fundraising We have been more sutxessful in our tKNJgetsng arml (x)st efforts arKI this indudes erEuring bLtyt holders are involved in the budgeb'NJ PrsS. Furthermore. we have LEen suixessful in tappirKJ fc*ms of income- in particular that related to thThtK)ns. Not awAicabJe Pm1AI Investment performan against objectives
Financial Review Review of the charivs financial posrtion at thè end of the period In the year. Y(Nk Opwa made a profft of £7.154.24 and finh the year wilh net assets of £27,940.78. The profit was augmertted by a legacy of £4815- the second and final instalment of a legacy first received in the prevw year. The Trustees and very pleased with financ1 statement explaining the policy for holding resenies statirKJ wt)y they are fr1d P• 122 We IK)Id sufficient fun(ts to manage our very uneven cash Ilows iY)mfortabiy. Our memtrship fees and various fundraising activit5 generally cover expenses such a5 rehearsal Spa and rerrt on vrdrdr( and set stores. Hver. do not typKzlly recevée Iet incorne from tt theatre for our main prcKluction until after We have had to pay costs- especaally 1K relats.ng to rIstraI expense and we keep reserves to manage this. Our reserves also alttrw us to manage unf(Yeseen losses like that whi(J we suffered in 2023. £24.574.87 nla Amount of reseNes held Reasons for IKAding zero P¥a 122 P*a122 Detsils of fund materiauy deficrt Explanation of any UnrtaInlieS al)jt the chanty conb'nuing as a goir¥J Pwa 124 P¥a 123 Addltional inforn)atjon (optional) The chariys principal SoUrS of funds (IrfIa any fijndraisitw) Paa 1.47 Investment Wlcy and objecbves iludia any ¥al investmeni pY adopted Pwa 1.46 A descripb'on of the pn'ncipal risks facirg the (thanty IAfj
Structure. Governance and Management Des(X1ptK of chanvs trusts: Type of g0vemir (kKurrtht How is the charity constitsjted? Not Appli(2ble Pwa 125 P*a125 Trustee seleclion meth(xls tlUdir#3 details of any fXrf)Stituta1 provisions e.g. dection to post or name of any person or i¥JJy enbded to appoint one tr mo P•a 125 Tntee$ including officers (Chalr. Treasurer, Settetary) are elected by memlEr5 al the annual gerwal meeting. Additlonal infonnation (optional) Y(wJ ma choose to Incl further statements where rplevant atMyJt Policies and protxjures adopted for the induth.on arKI training of trustees The (thaiivs cffganisational structure and any wi(ler network with %¥thith the charity Rclationship with any related partses Reference and Administrative dètails Chari Other narr the cha ' Istered charlnUmber Charity's prinripal address Yo nla 7279 2 St Rcthrts GaFdens, Krerest4yough, North Yorkshire HG5 8EH
Names crf thé charity trustees who manage the charity (JTre rrf Chair Settetary Treasurer lan Thoms0sMith David Hartley Adrian Cook Hamish Br(A Hannah CahiN Margaret Soper Pauline Marshall nla nla nla nla nla nla nla rkla nla nla nla nla nla nla 10 12 13 14 15 16 17 18 19 cote trustees- names of the directors at Ihe date Ihe nla Name of trustees hohJiTrJ tide to wopety bekYy"rKJ to thanty
Funds held as custodian trustees on behalf of others Description of the assets held in this (apauty Name arKI objects of the charity on whose behalf the assets are held and tiNs falls within the cust(Ml¥an tharity's objects la Details of arrangements f safe custody and segwakn.on of such assets nla AdditiOr1 infom*tion (optional) Narrns and addresses of advisers (Optional Infmth) Type of Name Address adviser Name of chlef executive or names of senior staff members (Optional information) Exemptions from disclosure Reason for rK)n4isckwre of detai Other o tional inforniation
Declarations Signed on behalf of the charity's trustee5 Signature(s) Full nanws) Position (eg Se•. _c1[ Chalr. etc) RIA 2026
IORKOPERAACCOUNTS lJanuary2024to31 DecembeT2024 mtftarvj L055by ProthctbNr £ i.USAi £ 696J7 È iW6
IL05 E 24U5 7.35 E LL13 £ 7.t)K63 E 3.11) [uJi Sichl É 2nJ7 * 7.OX5.ty) Xcrux c wJ.¢b) ¥ffjJ.c•J Jt4 £ 349.t17 t 2.80 Jndry ¢ 7JW74 1 247.75 t L649 Yiry4 £ILS0*.JJ t 1j
59Woodwarde Road, London SE22 8UN 27 Aprll 2026 Independent examlner's report to the trustees of York Opera I report tothetrustees on my examination ofthe accounts ofyork Oper8forthe yearended 31 December 2024. Respon¥lbllltl•s and basis of r•port As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements ot the Charities Act 20111'the Act'l. I report In respect of my éxamination of the Trust's accounts C8rried out under section 145 of the2011 Act and in carrying out my examination I have followed all the applicable Dire¢tions 8Nen by the Ch8rity Commission under section 14515llbl of the Act. Indepondont •xamlnef'S Statoment I have completed my examination. I confirm that no matorigl matterg have come to my 8ttentlon In connectlon wlrh the examination gfvlng me cause to belleve that in any mateilal respect.. 8ccountln8 records were not kept in rg¥pect of the Trust as required by section 130 01 the Act; or the accounis do not 8ccord with those re¢oTds: or 3. the accounts do not comply with the applicable requirements concerning the torm and content of accounts set out in the Charities {AccountS and Reports) Regulations 2008 other rh8n any requlrernent that the eccounts give a 'true and fair view which is not a matter considered as part of an independent ex8min8tion. I hgve no concerns and have come acro38 no other matters In connection with th8 ex8min8tion to which aitention should be dr8wn in this report in order to enable 8 proper underst8nding ol the accounts to be reached. Signed: Name: Stephe aters ACA Membei of the Institute of Chartered Account8nts in England and Wales. Address: 59 Woodwarde Road. London SE22 8UN