Finance Score: 7

Governance Score: 3

Support Score: 6

Liabilities <10%: +3
Large legacies income: +1
Fundraising costs low: +3

No conflicts policy: -1
Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +6

Overall GiG Score: 16

CODA MUSIC AND ARTS TRUST

Coda is an inclusive charity that seeks to tackle inequality in our community by providing universal access to music and the arts. We devise and deliver creative and innovative education and health programmes and work with inspirational artists to create projects with and for local people.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
Spending has increased over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised
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
The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end but spending has been increasing rapidly

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23		£914	£505	£409	£0	£918	£902	21.4	10	12
31/08/22		£347	£282	£65	n/a	n/a	n/a	n/a	n/a	n/a
31/08/21		£275	£220	£55	n/a	n/a	n/a	n/a	n/a	n/a
31/08/20		£308	£290	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/08/19		£407	£346	£61	n/a	n/a	n/a	n/a	n/a	n/a
31/08/18	*	£339	£314	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/08/17		£301	£317	£-16	n/a	n/a	n/a	n/a	n/a	n/a
31/08/16		£362	£322	£40	n/a	n/a	n/a	n/a	n/a	n/a
31/08/15		£414	£362	£52	n/a	n/a	n/a	n/a	n/a	n/a
31/08/14		£332	£323	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/08/13		£296	£262	£35	n/a	n/a	n/a	n/a	n/a	n/a
31/08/12		£284	£258	£26	n/a	n/a	n/a	n/a	n/a	n/a
31/08/11		£298	£254	£44	n/a	n/a	n/a	n/a	n/a	n/a
31/08/10	*	£234	£261	£-27	n/a	n/a	n/a	n/a	n/a	n/a
31/08/09		£282	£265	£17	n/a	n/a	n/a	n/a	n/a	n/a
31/08/08		£351	£274	£77	n/a	n/a	n/a	n/a	n/a	n/a
31/08/07		£245	£264	£-19	n/a	n/a	n/a	n/a	n/a	n/a
31/08/06		£247	£250	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05		£306	£244	£63	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£208	£228	£-20	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 10%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 21.4 months
Net Current Assets/Spending: 12 months
Quick Ratio: 23

Asset Split ?

Balance Sheet History

Established: 27 years

www.coda.org.uk

contact@coda.org.uk

01425276161

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Performing and visual arts

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Dorset, Hampshire,

Who it helps

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

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Dorset Community Foundation - The Jubilee Jam Band
£7,700	23/03/2022	A new band made up of community members delivering Jubilee themed music performances to local residential care homes and day care centres for adults with learning disabilities
DCMS - Capital Investment Programme
£340,000	02/03/2022	The Capital Investment Programme is an open access programme to support cultural organisations to adjust buildings and equipment so that they can operate safely post-pandemic and improve access, seize on technological opportunities, and reduce ....more The Capital Investment Programme is an open access programme to support cultural organisations to adjust buildings and equipment so that they can operate safely post-pandemic and improve access, seize on technological opportunities, and reduce environmental impact.
Co-Operative Group - Grant to Coda Music Trust
£5,483	15/11/2019	We want to provide a free opportunity for more local children to join our Fiddle Orchestra, and learn and play music on Saturday mornings.
National Lottery Community Fund - Beautiful Music
£9,650	09/08/2018 12	The funding will be used to deliver music therapy sessions to people living with learning disabilities. The project aims to enable beneficiaries to discover and actualise their potential.
Co-Operative Group - Grant to Coda Music Trust
£2,824	29/11/2017	We want to bring children and families in Boscombe together through music and to build on the success of the Coda Fiddle Orchestra there.
National Lottery Community Fund - The Coda Social
£10,000	14/03/2013 12	This is a project by a charity in Christchurch, Dorset. The group will use the funding to convert an disused old barn into a new flexible workshop and social space with a fully accessible toilet and expanded kitchen. This will expand opportunities ....more This is a project by a charity in Christchurch, Dorset. The group will use the funding to convert an disused old barn into a new flexible workshop and social space with a fully accessible toilet and expanded kitchen. This will expand opportunities for groups of more than ten people with different needs to come together for therapeutic musical and social activities.
National Lottery Community Fund - A new place for music therapy
£49,000	22/11/2010 12	This project will refurbish some old, disused stables to build up-to-date studios and facilities where the group can run music therapy activities for children, adults and young people with disabilities._x000B_

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-69

ANNIE JEFFERY Appointed: 2018, Occupation: Manager

AMANDA JUDITH GREEN Appointed: 2024, Occupation: Consultant

EMMA-JAYNE BOVEY Appointed: 2020, Occupation: Fundraising Manager

KEVIN MANN Appointed: 2023, Occupation: Management Consultant

TIMOTHY CLARK (Chair) Appointed: 2009, Occupation: Consultant

Legal constitution

Charitable company registered in England & Wales on 18/03/1998, number: 1068710
Registered at Companies House on 30/12/1997, number: 03487093

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR18: 21 days late, AR10: 166 days late,

Recent reorganisation events:

Asset transfer in from HART (HAMPSHIRE ART FOR RECREATION AND THERAPY) on 07/10/2024

Main office

Coda
Chewton Farm Road
Walkford
Christchurch
BH23 5QL

Objectives

For the public benefit the advancement of education and of health and well-being particularly but not exclusively by providing opportunities for participation in music and the arts.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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