Finance Score: 0

Governance Score: -1

Support Score: 0

No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -1

BATH MOZARTFEST LIMITED

To promote and foster the education of the public in and around the City of Bath in all aspects of the life and music of Mozart.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£427	£378	£49	n/a	n/a	n/a	n/a	n/a	70
31/12/21		£282	£303	£-21	n/a	n/a	n/a	n/a	n/a	70
31/12/20		£242	£249	£-7	n/a	n/a	n/a	n/a	n/a	35
31/12/19		£384	£402	£-18	n/a	n/a	n/a	n/a	n/a	40
31/12/18		£449	£417	£33	£0	£0	£0	n/a	0	60
31/12/17		£524	£405	£119	£18	£345	£224	6.6	0	0
31/12/16		£358	£387	£-29	£0	£0	£0	n/a	0	0
31/12/15	*	£418	£396	£22	£0	£0	£0	n/a	0	0
31/12/14		£334	£376	£-42	£0	£0	£0	n/a	0	0
31/12/13		£352	£341	£11	£0	£0	£0	n/a	0	0
31/12/12		£349	£321	£28	£0	£0	£0	n/a	0	0
31/12/11		£310	£270	£40	£0	£0	£0	n/a	0	0
31/12/10	*	£284	£253	£31	£0	£0	£0	n/a	0	0
31/12/09		£285	£242	£43	£0	£0	£0	n/a	0	0
31/12/08	*	£290	£258	£32	£0	£0	£0	n/a	0	0
31/12/07?	*	£303	£254	£49	£0	£0	£0	n/a	0	0
31/12/05	*	£233	£232	£1	£0	£0	£0	n/a	0	0
31/12/04	*	£230	£229	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 30 years
(32 years as a company)

www.bathmozartfest.org.uk

info@bathmozartfest.org.uk

01225 429750

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Performing and visual arts

How it operates

Other charitable activities

Where it operates

Bath And North East Somerset,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
70 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 58-82

LIEUTENANT GENERAL SIR RODERICK ALEXANDER CORDY-SIMPSON Appointed: 2019, Occupation: Retired

RICHARD WENDORF Appointed: 2022, Occupation: Art Historian

ALICE LUCIA WOODROFFE Appointed: 2019, Occupation: Retired

CHRISTINE ALLANSON-BAILEY, Occupation: Public Relations Consultant

SIMON JOHNSON Appointed: 2012, Occupation: Landscape Architect

SIR DAVID CHARLES MAURICE BELL (Chair), Other trusteeships: THE TALENT FOUNDRY TRUST, THE BELL FAMILY CHARITABLE TRUST, SCRUM THEATRE,

TREVOR OSBORNE Appointed: 2011, Occupation: Compamny Director, Other trusteeship: THE TREVOR OSBORNE CHARITABLE TRUST,

PAUL ROPER Appointed: 2017, Occupation: Company Director, Other trusteeships: KING EDWARD'S SCHOOL BATH, THE ROPER FAMILY CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 26/08/1994, number: 1040455
Registered at Companies House on 21/08/1991, number: 02639507

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment
Risk management
Volunteer management

Filing Record

18 returns made; AR15: 2 days late, AR10: 13 days late, AR08: 164 days late, AR07: 81 days late, AR05: 1 days late, AR04: 17 days late,

Recent reorganisation events:

Asset transfer in from THE A M PURNELL CHARITABLE TRUST on 22/08/2022

Main office

Bath Mozartfest Ltd
7-9 North Parade Buildings
Bath
BA1 1NS

Objectives

TO FOSTER AND PROMOTE THE EDUCATION OF THE PUBLIC IN ALL ASPECTS OF THE LIFE AND MUSIC OF MOZART AND CLASSICAL MUSIC IN THE CITY OF BATH AND TO PROMOTE SUCH OR ANY CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE CITY OF BATH

Defined Area of Benefit:

THE CITY OF BATH AND ITS ENVIRONS

Data Sources