OPERA NORTH LIMITED

Charity number: 511726
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The principal activities of the charity are to encourage the understanding and appreciation of the lyric art by providing, presenting, organising and conducting opera performances, symphony concerts and educational events primarily in the North of England.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£18,332,372

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Donations and legacies £12.12m
Charitable activities £2.80m
Other trading activities £350.28k
Investments £46.51k
Other £3.01m

Total expenditure:
£20,043,918

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Raising funds £522.39k
Charitable activities £18.97m
Other £555.70k

£0 investments gains (losses)

Total income includes £405,251 from 2 government grant(s)

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.

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Raising funds and other expenditure £1.08m
Charitable expenditure £18.97m

People

261 Employee(s)

15 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 6
£70k to £80k 3

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:
  • Arts/culture/heritage/science
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Services
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 31 July 1981: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
01550778 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Conflicting interests
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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 owns and/or leases 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

15 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PAUL ANTHONY LEE Chair 12 May 2014
OPERA NORTH FUTURE FUND
Received: On time
FRIENDS OF OPERA NORTH
Received: On time
CHORLTON & DIDSBURY FOODBANK
Received: On time
Laura Frances Canning Trustee 19 May 2025
FRIENDS OF OPERA NORTH
Received: On time
Anthony Peter Freud Trustee 23 July 2024
None on record
Kaley Victoria Gardiner Trustee 23 July 2024
None on record
Aniruddha Dinanath Kaprekar Trustee 23 July 2024
FRIENDS OF OPERA NORTH
Received: On time
Victoria Emma Louise Wharton Trustee 15 December 2022
FRIENDS OF OPERA NORTH
Received: On time
Caroline Roberts-Cherry Trustee 15 December 2022
None on record
Minhazul Abedin Trustee 24 March 2022
None on record
Dominic Wallis Trustee 16 December 2021
None on record
Sarah Hall Trustee 16 December 2021
AURORA WELLBEING CENTRES
Received: On time
THE DISCERNING EYE LTD
Received: On time
Rachel Louisa Elwell Trustee 16 December 2021
JUST FINANCE FOUNDATION
Received: On time
Howard Charles Gatiss Trustee 12 December 2019
WATERPERRY OPERA FESTIVAL
Received: On time
ROSIE MILLARD Trustee 15 January 2018
FRIENDS OF OPERA NORTH
Received: On time
HENRIETTA JOWITT Trustee 12 January 2018
FRIENDS OF OPERA NORTH
Received: On time
Cllr J Pryor Trustee 05 February 2016
FRIENDS OF OPERA NORTH
Received: On time
LEEDS CULTURE TRUST
Received: 8 days late

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £17.74m £17.88m £16.97m £18.35m £18.33m
Total expenditure £18.42m £11.44m £16.48m £19.83m £20.04m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £11.00m £15.26m £416.72k £455.25k £405.25k
Income - Donations and legacies £13.31m £15.33m £13.29m £12.19m £12.12m
Income - Other trading activities £152.81k £119.31k £177.54k £330.59k £350.28k
Income - Charitable activities £2.95m £356.44k £2.00m £3.05m £2.80m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £125.50k £13.36k £11.15k £14.96k £46.51k
Income - Other £1.21m £2.06m £1.49m £2.76m £3.01m
Income - Legacies £21.74k £154.56k £3.79k £70.50k £46.44k
Expenditure - Charitable activities £18.00m £11.09m £16.06m £18.73m £18.97m
Expenditure - Raising funds £417.78k £349.15k £418.46k £543.54k £522.39k
Expenditure - Governance £48.61k £118.95k £81.78k £136.34k £167.17k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £552.07k £555.70k

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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £18.03m £23.81m £27.25m £26.80m £26.32m
Long-term investments £0 £0 £0 £0 £0
Other assets £9.67m £10.50m £7.54m £5.72m £4.90m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £3.26m £3.42m £3.42m £2.63m £3.04m

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 March 2024 24 January 2025 On time
Accounts and TAR 31 March 2024 24 January 2025 On time Download Open in new window
Annual return 31 March 2023 29 January 2024 On time
Accounts and TAR 31 March 2023 29 January 2024 On time Download Open in new window
Annual return 31 March 2022 30 January 2023 On time
Accounts and TAR 31 March 2022 30 January 2023 On time Download Open in new window
Annual return 31 March 2021 26 January 2022 On time
Accounts and TAR 31 March 2021 26 January 2022 On time Download Open in new window
Annual return 31 March 2020 22 January 2021 On time
Accounts and TAR 31 March 2020 22 January 2021 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 OF ASSOCIATION INCORPORATED 13 MARCH 1981 AS AMENDED BY SPECIAL RESOLUTION 2 JULY 1981, 14 JULY 2000 AND 19 AUGUST 2005

Charitable objects

TO PROMOTE, FOSTER AND MAINTAIN FOR THE EDUCATIONAL ADVANCEMENT AND BENEFIT OF THE PUBLIC AN APPRECIATION OF THE ARTS IN GENERAL, WITH EMPHASIS ON OPERATIC, ORCHESTRAL, CHORAL AND OTHER MUSICAL WORKS OF EVERY DESCRIPTION.

Area of benefit

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

NORTH OF ENGLAND IN GENERAL BUT ELSEWHERE IN THE UNITED KINGDOM AND ABROAD AS OPPORTUNITIES ARISE

Contact information

Address:
Howard Opera Centre
8 Harrison Street
LEEDS
LEEDS
LS1 6PA
Phone:
0113 2439999
Email:
info@operanorth.co.uk
Website:

operanorth.co.uk