Finance Score: -5

Governance Score: -1

Support Score: 5

Accounts filed more than 5 days late: -4 times
Spending falling: -1
No PartB

No conflicts policy: -1
2 Trustees: -2
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: -1

THE LOTTIE LOOSEMORE MUSIC BURSARY

The object of the charity is to advance education in music, primarily but not exclusively in the Prebendal School by the provision of scholarships and prizes, lectures, libraries and such other educational facilities and activities as shall be considered appropriate by the trustees.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers and there are significant future grants due to be received

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 2 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 4 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period

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
31/08/22		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/21	*	£0	£3	£-3	n/a	n/a	n/a	n/a	n/a
31/08/20	*	£0	£8	£-8	n/a	n/a	n/a	n/a	n/a
31/08/19	*	£0	£8	£-8	n/a	n/a	n/a	n/a	n/a
31/08/18	*	£0	£8	£-8	£0	£0	£0	n/a	0
31/08/17		£0	£7	£-7	£0	£0	£0	n/a	0
31/08/16	*	£0	£7	£-7	£0	£0	£0	n/a	0
31/08/15	*	£0	£7	£-7	£0	£0	£0	n/a	0
31/08/14		£0	£7	£-7	£0	£0	£0	n/a	0
31/08/13		£0	£6	£-6	£0	£0	£0	n/a	0
31/08/12		£0	£6	£-6	£0	£0	£0	n/a	0
31/08/11		£1	£6	£-5	£0	£0	£0	n/a	0
31/08/10		£0	£6	£-6	£0	£0	£0	n/a	0
31/08/09		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/08	*	£6	£1	£5	£0	£0	£0	n/a	0
31/08/07	*	£2	£5	£-3	£0	£0	£0	n/a	0
31/08/06		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/05	*	£1	£0	£1	£0	£0	£0	NAN	0

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Highest pay bracket: less than £60,000

Established: 20 years

Stephen@loosemore.co.uk

01243 531967

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Performing and visual arts

How it operates

Makes Grants to Individuals

Where it operates

Hampshire, West Sussex,

Who it helps

Children/Young People

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Ageing Better Implementation Grant
£48,128	01/11/2022	The project is using funding to deliver accessible health and wellbeing activities for all ages. The funding will be used towards the salary of a full-time activity worker sessional activity worker ....more The project is using funding to deliver accessible health and wellbeing activities for all ages. The funding will be used towards the salary of a full-time activity worker sessional activity worker lead worker and volunteer costs. The project aims to reduce isolation by delivering an engaging activity programme.
The Coalfields Regeneration Trust - Active Families NE CIC
£9,240	27/04/2021	This project will provide weekly wellbeing sessions to vulnerable women, particularly those with children, who have experienced hardship and mental health issues since the start of the pandemic. The ....more This project will provide weekly wellbeing sessions to vulnerable women, particularly those with children, who have experienced hardship and mental health issues since the start of the pandemic. The sessions will be delivered by existing delivery staff and qualified fitness coach at the Southwick Community Centre on Southwick Road, Sunderland. Sessions will provide activities for children which has been identified as a barrier for women accessing sessions of this nature. Each participant will be provided with packs to take home containing play equipment, wellbeing equipment, information about further sessions and support services available within their local community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (2)

Gender Split

MARY LOOSEMORE

STEPHEN LOOSEMORE (Chair), Occupation: Solicitor, Other trusteeship: WEALD AND DOWNLAND OPEN AIR MUSEUM LIMITED,

Legal constitution

Charity registered in England & Wales on 10/03/2004, number: 1102568

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

18 returns made; AR21: 150 days late, AR20: 16 days late, AR19: 171 days late, AR18: 10 days late, AR16: 88 days late, AR15: 35 days late, AR08: 72 days late, AR07: 22 days late, AR05: 34 days late,

Main office

Broad Margin
Pook Lane
Chichester
Chichester
PO18 0AX

Objectives

TO ADVANCE EDUCATION IN MUSIC AT PREBENTAL SCHOOL BY THE PROVISION OF SCHOLARSHIPS AND PRIZES LECTURES LIBRARIES AND SUCH OTHER EDUCATIONAL FACILITIES AND ACTIVITIES AS SHALL BE CONSIDERED APPROPRIATE BY THE TRUSTEES.

Defined Area of Benefit:

NOT DEFINED.

Data Sources