Finance Score: -8

Governance Score: 5

Support Score: 0

Accounts overdue -5
Volatile income: -3
No PartB

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

No supporters identified

Overall GiG Score: -3

THE SOUTH WEST EARLY MUSIC FORUM

Organising early music activities for amateur musicians throughout the south west region.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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
Latest accounts are overdue for filing
Income has been volatile recently

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
31/03/22		£2	£3	£0	n/a	n/a	n/a	n/a	n/a
31/03/21		£2	£1	£0	n/a	n/a	n/a	n/a	n/a
31/03/20		£4	£3	£0	n/a	n/a	n/a	n/a	n/a
31/03/19		£6	£5	£1	n/a	n/a	n/a	n/a	n/a
31/03/18		£5	£5	£1	£0	£0	£0	n/a	0
31/03/17		£6	£5	£0	£0	£0	£0	n/a	0
31/03/16		£7	£7	£0	£0	£0	£0	n/a	0
31/03/15		£5	£5	£0	£0	£0	£0	n/a	0
31/03/14		£6	£5	£1	£0	£0	£0	n/a	0
31/03/13		£5	£5	£0	£0	£0	£0	n/a	0
31/03/12		£4	£4	£0	£0	£0	£0	n/a	0
31/03/11		£6	£6	£1	£0	£0	£0	n/a	0
31/03/10		£6	£8	£-2	£0	£0	£0	n/a	0
31/03/09		£5	£4	£1	£0	£0	£0	n/a	0
31/03/08		£6	£10	£-4	£0	£0	£0	n/a	0
31/03/07	*	£4	£4	£0	£0	£0	£0	n/a	0
31/03/06		£4	£4	£0	£0	£0	£0	n/a	0
31/03/05	*	£5	£4	£1	£0	£0	£0	n/a	0
31/03/04	*	£5	£5	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 39 years

www.swemf.org.uk

secretary@swemf.org.uk

01453811723

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Acts as an umbrella or resource body

Where it operates

Bath And North East Somerset, Bristol City, Cornwall, Devon, Dorset, Gloucestershire, North Somerset, Somerset, South Gloucestershire, Wiltshire,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ALTHEA HAMLYN Appointed: 2018

DR MARILYN ANN JOSEPHINE POCOCK Appointed: 2021

HEATHER GIBBARD

JONATHAN ROBERT TRIBE Appointed: 2023

JENIFER ANN TRIBE Appointed: 2021

PETER CRISPIN Appointed: 2012

RACHEL BERGER Appointed: 2023

RICHARD CHARLES FITZSIMMONS Appointed: 2021

SIMON PICKARD Appointed: 2023

ELEANOR LOUISE CARR Appointed: 2023, Other trusteeship: 20,000 VOICES,

Legal constitution

Charity registered in England & Wales on 07/03/1985, number: 291319

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR07: 40 days late, AR05: 74 days late, AR04: 25 days late,

Main office

2 CHURCH LANE
BERKELEY
GL13 9BN

Objectives

THE OBJECTS OF THE SOCIETY SHALL BE:1. TO COORDINATE, PUBLICISE AND ORGANISE ACTIVITY IN THE FIELD OF MEDIEVAL, RENAISSANCE, BAROQUE AND PRE-CLASSICAL MUSIC IN THE SOUTH WEST REGION AND ADVANCE, IMPROVE, DEVELOP AND MAINTAIN PUBLIC EDUCATION IN THE SAME FIELD. THE AREA OF COVERAGE SHALL BE BRISTOL, CORNWALL, DEVON, DORSET, GLOUCESTERSHIRE, SOMERSET AND WILTSHIRE.2. TO FURTHER SUCH CHARITABLE PURPOSE OR PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SHALL THINK FIT BUT IN PARTICULAR THROUGH THE MAKING OF GRANTS AND DONATIONS.

Defined Area of Benefit:

BRISTOL, CORNWALL, DEVON, DORSET, GLOUCESTERSHIRE, SOMERSET AND WILTSHIRE.

Data Sources