WELSH NATIONAL OPERA ENDOWMENT FUND

Charity number: 1146595
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trustees hold the Trust Fund and its income upon trust to promote the education of the public in the arts of opera by making grants to or for the benefit of Welsh National Opera Limited (registered charity number 221538) out of income or capital of the Trust Fund for or towards any purposes associated with the presentation of, support for, or education work associated with opera.

Income and expenditure

Data for financial year ending 31 August 2023

Total income: £38,914
Total expenditure: £31,331

People

4 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

What the charity does:
  • Arts/culture/heritage/science
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 27 March 2012: Standard registration
Organisation type:
Trust
Other names:
  • WNO ENDOWMENT FUND (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
GERAINT TALFAN DAVIES Chair 17 February 2012
None on record
Martyn Ryan Trustee 21 July 2023
THE TOM MAYNARD TRUST
Charity reporting is overdue by 329 days
THE CARDIFF BLUES COMMUNITY FOUNDATION
Received: 1 day late
WELSH RUGBY CHARITABLE TRUST
Received: On time
JOHN GERAINT DAVIES Trustee 21 July 2023
None on record
Clare Pillman Trustee 21 July 2023
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £12.88k £24.88k £25.90k £34.04k £38.91k
Total expenditure £12.88k £10.00k £21.74k £21.74k £31.33k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

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 August 2023 28 June 2024 On Time
Accounts and TAR 31 August 2023 28 June 2024 On Time Download Open in new window
Annual return 31 August 2022 22 June 2023 On Time
Accounts and TAR 31 August 2022 22 June 2023 On Time Download Open in new window
Annual return 31 August 2021 30 June 2022 On Time
Accounts and TAR 31 August 2021 30 June 2022 On Time Download Open in new window
Annual return 31 August 2020 31 August 2021 62 days late
Accounts and TAR 31 August 2020 Not Required
Annual return 31 August 2019 30 June 2020 On Time
Accounts and TAR 31 August 2019 Not Required
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.

TRUST DEED DATED 03/01/2012

Charitable objects

TO PROMOTE THE EDUCATION OF THE PUBLIC IN THE ARTS OF OPERA BY MAKING GRANTS TO OR FOR THE BENEFIT OF WELSH NATIONAL OPERA LIMITED (REGISTERED CHARITY NUMBER 221538) (WNO) OUT OF INCOME OF THE TRUST FUND FOR OR TOWARDS ANY OF THE PURPOSES SET OUT IN CLAUSE 2.1.1(A) TO CLAUSE 2.1.1(H) AND OUT OF THE CAPITAL OF THE TRUST FUND FOR OR TOWARDS ANY OF THE PURPOSES SET OUT IN CLAUSE 2.1.2

Contact information

Address:
WELSH NATIONAL OPERA
THE WALES MILLENNIUM CENTRE
BUTE PLACE
CARDIFF
CF10 5AL
Phone:
02920635000
Email:
katie.shrubb@wno.org.uk
Website:

No information available