Finance Score: 3

Governance Score: 9

Support Score: 6

Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 18

BOURNEMOUTH SYMPHONY ORCHESTRA

Provision of Orchestral performances, education and community projects nationally and internationally.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Established: 62 years
(69 years as a company)

www.bsolive.com

twoolley@bsorchestra.co.uk

01202644716

Charity Commission for England and Wales

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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
31/03/23		£7,556	£7,603	£-47	£363	£5,052	£4,989	7.9	87	11
31/03/22		£6,260	£5,841	£419	£310	£5,100	£5,010	10.3	86	6
31/03/21		£5,807	£4,274	£1,532	£279	£4,680	£115	0.3	86	5
31/03/20		£7,153	£7,031	£122	£482	£3,148	£3,028	5.2	86	30
31/03/19		£6,520	£6,974	£-453	£435	£3,026	£2,878	5	83	29
31/03/18		£7,613	£6,956	£657	£429	£2,800	£2,581	4.5	83	0
31/03/17		£6,464	£6,606	£-142	£427	£1,507	£1,378	2.5	82	0
31/03/16		£6,313	£6,249	£64	£383	£1,010	£714	1.4	79	0
31/03/15		£6,326	£6,228	£99	£437	£981	£545	1	82	0
31/03/14	*	£5,752	£6,089	£-337	£349	£831	£554	1.1	77	0
31/03/13		£5,490	£5,882	£-391	£266	£1,162	£889	1.8	77	0
31/03/12		£5,643	£5,906	£-263	£261	£1,483	£1,233	2.5	80	0
31/03/11	*	£6,499	£6,367	£132	£266	£1,772	£1,485	2.8	85	0
31/03/10		£6,117	£6,253	£-136	£288	£1,584	£1,348	2.6	90	0
31/03/09		£5,904	£5,971	£-67	£215	£1,506	£1,319	2.7	94	0
31/03/08	*	£6,138	£6,155	£-17	£254	£1,736	£1,518	3	95	0
31/03/07	*	£5,860	£5,909	£-49	£285	£1,760	£1,550	3.1	2	0
31/03/06	*	£6,934	£6,877	£56	£0	£0	£0	n/a	0	0
31/03/05	*	£6,094	£5,813	£281	£0	£0	£0	n/a	0	0
31/03/04	*	£5,792	£5,436	£356	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6.3%
Fundraising Costs/Total Spending: 5%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 15%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 7.9 months
Net Current Assets/Spending: 5 months
Quick Ratio: 2.5

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Other Charitable Purposes

How it operates

Other charitable activities
Provides services

Where it operates

Bournemouth, Cornwall, Devon, Dorset, Hampshire, Somerset,

Who it helps

The General Public/Mankind

Who works here?

87 employees
11 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.

Major supporters in last 5 years

Garfield Weston Foundation	£225,200
The Foyle Foundation	£30,000
Woodward Charitable Trust	£5,000

Specific Donations

Amount	When Months	To be used for
Woodward Charitable Trust - Towards education outreach
£5,000	20/10/2023	Towards education outreach
The Foyle Foundation - Arts
£30,000	07/02/2023	towards the Digital Programme (awarded grant in response to coronavirus)
Garfield Weston Foundation - WCF award - COVID19 response
£225,200	05/02/2021	Weston Culture Fund
Esmee Fairbairn - Grant to Bournemouth Symphony Orchestra
£68,000	08/10/2014	Towards the costs of BSO Blast, a music-education initiative providing participation and progression routes for children and young people across the South West.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-69

ADRIAN DUNFORD Appointed: 2019, Occupation: Director Of Real Estate, Other trusteeship: RINGWOOD WALDORF SCHOOL,

ANDREW FLOCKHART Appointed: 2019, Occupation: Retired, Other trusteeships: BSO ENDOWMENT TRUST, RAY SMITH'S CARERS (POOLE),

ANNETTE D'ABREO Appointed: 2018, Occupation: Managing Director, Other trusteeship: BSO ENDOWMENT TRUST,

CAROL PAIGE Appointed: 2021, Occupation: Musician

DEBORAH LEASK Appointed: 2022, Occupation: Lawyer

JACQUELINE SWIFT Appointed: 2022, Occupation: Chair Person

JONATHAN CLARK Appointed: 2022, Occupation: Executive Chairman

MARY O'SULLIVAN Appointed: 2017, Occupation: Finance Director, Other trusteeships: BSO ENDOWMENT TRUST, PINK CHAMPAGNE BREAST CANCER SURVIVORS' DRAGON BOAT TEAM,

MATTHEW KING Appointed: 2021, Occupation: Musician

Legal constitution

Charitable company registered in England & Wales on 24/07/1962, number: 208520
Registered at Companies House on 22/09/1954, number: 00538351

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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

20 returns made; AR14: 1 days late, AR11: 3 days late, AR08: 146 days late, AR07: 2 days late, AR06: 2 days late, AR05: 15 days late, AR04: 23 days late,

Main office

BOURNEMOUTH SYMPHONY ORCHESTRA
2 SELDOWN LANE
POOLE
BH15 1UF

Objectives

TO PROMOTE, MAINTAIN, IMPROVE AND ADVANCE EDUCATION, PARTICULARLY MUSICAL EDUCATION, AND TO ENCOURAGE THE ARTS, INCLUDING THE ARTS OF MUSIC, DRAMA, MIME, DANCING AND SINGING, AND TO FORMULATE, PREPARE AND ESTABLISH SCHEMES THEREFOR.

Defined Area of Benefit:

BOURNEMOUTH AND NATIONAL

Data Sources