Finance Score: -4

Governance Score: -9

Support Score: 0

Spending falling: -1
Volatile income: -3
No PartB

No volunteer policy: -2
No conflicts policy: -1
2 Trustees: -2
All male board: -3

Large volunteers +3

Overall GiG Score: -10

THE AVISON CHARITABLE TRUST

Promotion of concerts and performances of music and recordings of Charles Avison and other composers on period instruments.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
There are only 2 trustees
The Board is completely 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 recently

Established: 31 years

www.avisonensemble.com

info@avisonensemble.com

07941133592

Charity Commission for England and Wales

Tweets

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		£12	£12	£0	n/a	n/a	n/a	n/a	n/a	6
31/03/22		£15	£10	£6	n/a	n/a	n/a	n/a	n/a	9
31/03/21		£8	£4	£4	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£24	£35	£-11	n/a	n/a	n/a	n/a	n/a	12
31/03/19		£27	£29	£-1	n/a	n/a	n/a	n/a	n/a	5
31/03/18		£46	£25	£22	£0	£0	£0	n/a	0	0
31/03/17		£45	£29	£17	£0	£0	£0	n/a	0	0
31/03/16		£72	£68	£5	£0	£0	£0	n/a	0	0
31/03/15		£15	£14	£1	£0	£0	£0	n/a	0	0
31/03/14		£98	£70	£28	£0	£0	£0	n/a	0	0
31/03/13		£146	£104	£42	£0	£0	£0	n/a	0	0
31/03/12		£111	£155	£-45	£0	£0	£0	n/a	0	0
31/03/11		£222	£209	£13	£0	£0	£0	n/a	0	0
31/03/10		£345	£333	£12	£0	£0	£0	n/a	0	0
31/03/09		£353	£310	£43	£0	£0	£0	n/a	0	0
31/03/08		£151	£143	£9	£0	£0	£0	n/a	0	0
31/03/07	*	£226	£188	£37	£0	£0	£0	n/a	0	0
31/03/06	*	£163	£170	£-7	£0	£0	£0	n/a	0	0
31/03/05		£139	£151	£-12	£0	£0	£0	n/a	0	0
31/03/04	*	£152	£148	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

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

How it operates

Provides human resources

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
6 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
National Lottery Heritage Fund - Grant to Avison Charitable Trust
£19,600	23/02/2017	Charles Avison Workbooks and Archive
County Durham Community Foundation - Auckland Castle Concerts
£3,500	17/06/2016	To cover the costs of performing at the international music festival, due to launch in 2018/19.
Community Foundation Tyne & Wear & Nthmbrlnd - Towards Wandering Minstrels
£3,800	11/10/2015	Towards Wandering Minstrels
Esmee Fairbairn - Grant to The Avison Charitable Trust
£50,000	13/06/2012	Towards the music education programme of this period instrument ensemble working across the North East.
Esmee Fairbairn - Grant to The Avison Charitable Trust
£70,000	21/05/2008 24	Towards Unrestricted core costs Towards core costs to support a programme of events to celebrate Avison's tercentenary.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

GORDON DIXON Appointed: 2021

JAMES SUTTON Appointed: 2021

Legal constitution

Charity registered in England & Wales on 08/02/1993, number: 1017068

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; AR07: 21 days late, AR06: 6 days late, AR04: 164 days late,

Main office

The Coach House
Swinton House
Swinton
TD11 3HY

Objectives

1.THE ADVANCEMENT OF THE EDUCATION OF THE GENERAL PUBLIC IN,AND THE PROMOTION OF PUBLIC KNOWLEDGE AND APPRECIATION OF THE PERFORMING ARTS BY THE PROVISION OF MUSIC,ARTS,MIME,DANCE,POETRY,PLAYS AND CONCERTS.2.TO CONDUCT RESEARCH INTO NEGLECTED OR LESS WIDELY KNOWN WORKS OF MUSIC AND TO PUBLISH AND PERFORM THE USEFUL RESULTS OF THE RESEARCH FOR THE BENEFIT OF THE GENERAL PUBLIC.

Defined Area of Benefit:

NOT DEFINED

Data Sources