THE MONTEVERDI CHOIR AND ORCHESTRAS LIMITED

Charity number: 272279
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity is the collective name of the Monteverdi Choir, English Baroque Soloists and Orchestre Revolutionnaire et Romantique - leading forces on the UK and international music scene. World-class musicians perform in ground-breaking projects that span eight centuries of musical masterpieces. Alongside our projects and concerts, we run opportunities for professional development and education.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£3,937,217

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Donations and legacies £921.71k
Charitable activities £2.92m
Other trading activities £0
Investments £41.15k
Other £58.28k

Total expenditure:
£4,599,127

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Raising funds £105.05k
Charitable activities £4.49m
Other £0

£0 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £105.05k
Charitable expenditure £4.49m

People

8 Employee(s)

11 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£70k to £80k 1
£150k to £200k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
Who the charity helps:
  • Children/young People
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales
  • Austria
  • Belgium
  • Czech Republic
  • France
  • Germany
  • Hungary
  • Italy
  • Luxembourg
  • Netherlands
  • Poland
  • Scotland
  • Spain
  • Switzerland
  • United States

Governance

Registration history:
  • 08 December 1980: Standard registration
Organisation type:
Charitable company
Other names:
  • THE MONTEVERDI CHOIR AND ORCHESTRA LIMITED (Previous name)
  • THE MONTEVERDI ORCHESTRA LIMITED (Previous name)
Company number:
01277513 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sir David Walker Chair 28 November 2019
None on record
Nicholas John Eldred Trustee 10 April 2025
FRIENDS OF THE EARTH CHARITABLE TRUST
Received: On time
Diana Jane Houghton Trustee 10 April 2025
None on record
Caroline Fiona Louise Knight Trustee 01 January 2025
None on record
Christian Pierre Rochat Trustee 28 March 2023
None on record
FRANCIS NORTON Trustee 04 June 2020
ROYAL ORCHESTRAL SOCIETY
Received: On time
Andrey Kidel Trustee 06 March 2019
None on record
Sir Stephen Gomersall Trustee 06 March 2019
None on record
Lady Deben Trustee 04 June 2018
None on record
David Best Trustee 18 January 2017
None on record
VIRGINIA MARY FRASER Trustee 09 September 2015
THE PARENTING CIRCLE
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £2.44m £2.56m £1.46m £2.58m £3.94m
Total expenditure £2.70m £2.38m £1.80m £2.56m £4.60m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £77.54k £38.96k N/A N/A
Income - Donations and legacies £573.58k £814.66k £670.91k £692.29k £921.71k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £1.64m £1.56m £756.51k £1.86m £2.92m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £5.64k £2.22k £251 £13.98k £41.15k
Income - Other £219.33k £185.86k £29.05k £18.81k £58.28k
Income - Legacies £100.00k £0 £0 £0 £0
Expenditure - Charitable activities £2.63m £2.30m £1.73m £2.45m £4.49m
Expenditure - Raising funds £67.23k £75.13k £67.58k £104.98k £105.05k
Expenditure - Governance £10.44k £10.40k £10.40k £10.40k £10.45k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £14.72k £19.11k £15.12k £12.94k £14.28k
Long-term investments £100 £100 £100 £100 £100
Other assets £2.18m £2.36m £2.23m £2.31m £1.27m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £199.29k £186.11k £392.21k £432.67k £146.37k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 22 October 2024 On Time
Accounts and TAR 31 December 2023 22 October 2024 On Time Download Open in new window
Annual return 31 December 2022 30 October 2023 On Time
Accounts and TAR 31 December 2022 30 October 2023 On Time Download Open in new window
Annual return 31 December 2021 17 October 2022 On Time
Accounts and TAR 31 December 2021 17 October 2022 On Time Download Open in new window
Annual return 31 December 2020 20 October 2021 On Time
Accounts and TAR 31 December 2020 20 October 2021 On Time Download Open in new window
Annual return 31 December 2019 17 October 2020 On Time
Accounts and TAR 31 December 2019 17 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 16/09/1976 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/09/2004 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 03/04/2014 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 03/04/2014

Charitable objects

TO PROMOTE, MAINTAIN, IMPROVE AND ADVANCE EDUCATION FOR THE BENEFIT OF THE PUBLIC, PARTICULARLY MUSICAL EDUCATION AND TO ENCOURAGE THE ARTS, INCLUDING THE ARTS OF DRAMA, MIME AND DANCE AND TO FORMULATE, PREPARE AND ESTABLISH SCHEMES THEREFOR PROVIDED THAT ALL OBJECTS OF THE COMPANY SHALL BE OF A CHARITABLE NATURE, (FOR FURTHER DETAILS SEE MEMORANDUM OF ASSOCIATION).

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Linked charities

Linked charities
Linked charity 272279-1 THE MONTEVERDI TRUST
Governing document
TRUST DEED DATED 30/10/1980 AS AMENDED BY RESOLUTION DATED 04/08/2015 AS AMENDED BY SCHEME DATED 13/08/2015
Charitable objects
TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE UNITED KINGDOM AND ELSEWHERE IN THE ARTS OF MUSIC, BALLET AND OPERA.
Area of benefit
UNDEFINED
Registration history
  • 08 December 1980 : Standard registration

Contact information

Address:
Level 12
20 Bank Street
Canary Wharf
London
E14 4AD
Phone:
02077190120
Email:
info@monteverdi.org.uk
Website:

www.monteverdi.co.uk Open in new window