Finance Score: -5

Governance Score: 2

Support Score: 0

Multiple Deficits and declines: -5
No PartB

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

No supporters identified

Overall GiG Score: -3

THE DAVID MORGAN MUSIC TRUST

To provide financial help to further the musical education of children within the district of Bromsgrove

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender

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
Income has been volatile and on several occasions in recent years less than spending

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
31/05/23	£12	£30	£-18	n/a	n/a	n/a	n/a	n/a
31/05/22	£13	£26	£-13	n/a	n/a	n/a	n/a	n/a
31/05/21	£15	£15	£0	n/a	n/a	n/a	n/a	n/a
31/05/20	£35	£22	£12	n/a	n/a	n/a	n/a	n/a
31/05/19	£23	£25	£-2	n/a	n/a	n/a	n/a	n/a
31/05/18	£26	£19	£7	£0	£0	£0	n/a	0
31/05/17	£20	£17	£3	£0	£0	£0	n/a	0
31/05/16	£17	£32	£-15	£0	£0	£0	n/a	0
31/05/15	£6	£39	£-33	£0	£0	£0	n/a	0
31/05/14	£44	£34	£11	£0	£0	£0	n/a	0
31/05/13	£42	£22	£20	£0	£0	£0	n/a	0
31/05/12	£10	£13	£-3	£0	£0	£0	n/a	0
31/05/11	£25	£13	£12	£0	£0	£0	n/a	0
31/05/10	£9	£24	£-16	£0	£0	£0	n/a	0
31/05/09	£4	£19	£-15	£0	£0	£0	n/a	0
31/05/08	£14	£14	£0	£0	£0	£0	n/a	0
31/05/07	£14	£12	£2	£0	£0	£0	n/a	0
31/05/06	£0	£13	£-13	£0	£0	£0	n/a	0
31/05/05	£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 20 years

www.davidmorganmusictrust.org

juliette@davidmorganmusictrust.org

07973440904

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance

Where it operates

Worcestershire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ANITA PORTER Appointed: 2015

CATHERINE MARY SHEARWOOD Appointed: 2019

MRS KELLY-EDWARDS (Chair)

JACK MARTIN Appointed: 2024, Other trusteeship: SOUTH SHROPSHIRE YOUTH FORUM,

JOHN STEVEN COWPERTHWAITE Appointed: 2018, Occupation: Retired, Other trusteeship: BROMSGROVE FESTIVAL LIMITED,

Legal constitution

Charity registered in England & Wales on 26/05/2004, number: 1103952

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Paying staff

Filing Record

19 returns made; all on time

Main office

FLAT 20
MIDLAND COURT
39 COX STREET
BIRMINGHAM
B3 1RW

Objectives

(I) TO ADVANCE THE EDUCATION OF CHILDREN AND YOUNG PERSONS BY THE PROVISION OF BURSARSHIPS OR SCHOLARSHIPS OR WORKSHOPS TO ENABLE THOSE IN FULL-TIME EDUCATION TO STUDY MUSIC IN PARTICULAR BUT NOT EXCLUSIVELY WITHIN THE DISTRICT COUNCIL OF BROMSGROVE IN THE COUNTY OF WORCESTER; AND(II) TO FOSTER AND PROMOTE FOR THE BENEFIT OF CHILDREN AND YOUNG PERSONS IN THE DISTRICT COUNCIL OF BROMSGROVE THE ADVANCEMENT AND IMPROVEMENT OF GENERAL EDUCATION IN THE ART OF MUSIC AND THE DEVELOPMENT OF PUBLIC APPRECIATION OF MUSIC.

Defined Area of Benefit:

BROMSGROVE, WORCESTER.

Data Sources