Finance Score: -6

Governance Score: -2

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Mainly male board: -1

No supporters identified

Overall GiG Score: -8

THE INCORPORATED ASSOCIATION OF ORGANISTS BENEVOLENT FUND

To help members and former members of the Incorporated Association of Organists or their dependents who have fallen on hard times.Grants to dependents of members or former members of the IAO to assist with course or examination fees in respect of tuition on the pipe-organ.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
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	Volun- teers
31/12/22	£9	£9	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/21	£9	£11	£-2	n/a	n/a	n/a	n/a	n/a	0
31/12/20	£11	£15	£-3	n/a	n/a	n/a	n/a	n/a	1
31/12/19	£14	£17	£-3	n/a	n/a	n/a	n/a	n/a	1
31/12/18	£18	£19	£-1	£0	£0	£0	n/a	0	1
31/12/17	£16	£20	£-4	£0	£0	£0	n/a	0	0
31/12/16	£19	£18	£1	£0	£0	£0	n/a	0	0
31/12/15	£18	£19	£-1	£0	£0	£0	n/a	0	0
31/12/14	£19	£19	£0	£0	£0	£0	n/a	0	0
31/12/13	£20	£16	£4	£0	£0	£0	n/a	0	0
31/12/12	£58	£16	£42	£0	£0	£0	n/a	0	0
31/12/11	£15	£16	£0	£0	£0	£0	n/a	0	0
31/12/10	£15	£17	£-2	£0	£0	£0	n/a	0	0
31/12/09	£16	£19	£-3	£0	£0	£0	n/a	0	0
31/12/08	£24	£22	£1	£0	£0	£0	n/a	0	0
31/12/07	£17	£20	£-3	£0	£0	£0	n/a	0	0
31/12/06	£18	£18	£0	£0	£0	£0	n/a	0	0
31/12/05	£18	£19	£-1	£0	£0	£0	n/a	0	0
31/12/04	£19	£20	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 61 years

www.iaobf.com

richard.m.allen@btinternet.com

01 225 42 11 54

Charity Commission for England and Wales

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Isle Of Man, Throughout England And Wales,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees:

THE VEN ANDREW EDGAR BALLARD Appointed: 2016

ALAN TAYLOR Appointed: 2019

JAMES PARSONS

JOHN STORMONT Appointed: 2016

ROSEMARY FIELD Appointed: 2016

ANDREW THOMAS SEAGER MILLINGTON Appointed: 2017, Other trusteeship: CREDITON PARISH CHURCH MUSIC ENDOWMENT FUND,

CHRISTOPHER PETER STOKES BMUS FRCO, Other trusteeship: WILLIAM CHADWICK BURSARY,

PETER WRIGHT (Chair) Appointed: 2019, Other trusteeship: THE ROYAL COLLEGE OF ORGANISTS,

DAVID SAINT Appointed: 2019, Occupation: Professional Musician, Other trusteeships: THE INCORPORATED ASSOCIATION OF ORGANISTS, THE LUDLOW PHILHARMONIC PRIZE FUND, ROYAL BIRMINGHAM CONSERVATOIRE TRUST, DR MARTIN CLARKE YOUNG ORGAN SCHOLARS' TRUST,

RICHARD MARTIN ALLEN Appointed: 2021, Occupation: Retired, Other trusteeship: THE INCORPORATED ASSOCIATION OF ORGANISTS,

Legal constitution

Charity registered in England & Wales on 11/11/1963, number: 216533

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; all on time

Main office

2 Winifreds Dale
Cavendish Road
BATH
BA1 2UD

Objectives

TO ASSIST ORGANISTS, WHETHER ACTIVE OR RETIRED, OR THEIR WIVES, WIDOWS, CHILDREN OR DEPENDANTS, WHO ARE IN FINANCIAL NEED. TO QUALIFY FOR ASSISTANCE, THE ORGANIST MUST HAVE BEEN AT LEAST FOR AN AGGREGATE OF TWO YEARS A SUBSCRIBING MEMBER OF ONE OF THE ORGANISTS’ ASSOCIATION OR SOCIETIES AFFILIATED TO THE INCORPORATED ASSOCIATION OF ORGANISTS (‘THE IAO’). THE ASSISTANCE MAY BE IN THE FORM OF A SINGLE OR REGULAR PAYMENTS AND/OR BONUSES OF AN AMOUNT TO BE DETERMINED BY THE TRUSTEES OR, AT THE DISCRETION OF THE TRUSTEES, OF GRANTS TOWARDS THE COST OF ORGAN TUITION AND/OR EXAMINATION FEE FOR DEPENDANTS WHO, AT THE TIME OF THE AWARD HAVE NOT PASSED THEIR TWENTY-FIFTH BIRTHDAY.

Defined Area of Benefit:

NOT DEFINED

Data Sources