Finance Score: 0

Governance Score: 3

Support Score: 3

No PartB

Dynamic board: +3

Grant maker support: +3

Overall GiG Score: 6

RICHARD SHEPHARD MUSIC FOUNDATION

The advancement of musical education for children and young people in Yorkshire and more widely

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
The Board appears to be dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit	Volun- teers
31/08/23	£329,906	£337,711	£-7,805	7
31/08/22?	£476,379	£217,163	£259,216	4
31/03/21	£43,875	£1,250	£42,625	0

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 4 years

www.rsmf.org.uk

info@rsmf.org.uk

07845 878642

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training

GiG Classification

Performing and visual arts

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
7 volunteers

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
The Shears Foundation - Richard Shephard Music Foundation
£5,500	08/04/2024 12	York Programme
The Shears Foundation - Richard Shephard Music Foundation
£5,000	01/11/2022	Music in schools programme - York

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

EDWARD YOUNG Appointed: 2021

JAMES PETER EDWARD DOWNEY Appointed: 2024

PHILLIP BREEN Appointed: 2021

RICHARD GROSBERG Appointed: 2023

SIR RON COOKE Appointed: 2020

THE HON MICHAEL BENSON MBE (Chair) Appointed: 2020

ANDREA MARION HAYES Appointed: 2024, Other trusteeship: OCEAN YOUTH TRUST NORTH,

DAVID CHRISTOPHER JAMES PIPE Appointed: 2024, Other trusteeship: THE ON ORGAN FUND,

PROFESSOR LYNNE DAWSON Appointed: 2020, Other trusteeship: THE JOYCE AND MICHAEL KENNEDY AWARD FOR THE SINGING OF RICHARD STRAUSS,

Legal constitution

Charity registered in England & Wales on 15/04/2020, number: 1189066

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
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
Volunteer management

Filing Record

3 returns made; all on time

Main office

29 Marygate
YORK
North Yorkshire
YO30 7DR

Objectives

FOR THE PUBLIC BENEFIT, TO ADVANCE THE MUSICAL EDUCATION OF CHILDREN AND YOUNG PEOPLE IN YORKSHIRE AND SUCH OTHER AREAS AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE, BY ENHANCING THE KNOWLEDGE, EXPERIENCE, ENJOYMENT, UNDERSTANDING AND PERFORMANCE OF MUSIC, INCLUDING THROUGH SOME OR ALL OF TUITION, MASTER-CLASSES, EVENTS, CONCERTS, AND THE USE OF ASSISTIVE TECHNOLOGY.

Defined Area of Benefit:

LOCAL

Data Sources