Finance Score: 4

Governance Score: 0

Support Score: 7

Liabilities <10%: +3
Excess reserves: -2
Fundraising costs low: +3

Grant maker support: +7

Overall GiG Score: 11

ANNIE MAWSON'S SUNBEAMS MUSIC TRUST

To relieve sickness and assist in the remedial treatment of children and adults suffering from physical, emotional, psychological or other mental health problems by the provision of Community Music Therapy, and to provide introductory Music Therapy Training to individuals working with such persons.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including a Community Foundation

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £819,646 available, equivalent to 30 months of spending and so may not be able to utilise additional funding

Established: 17 years

www.sunbeamsmusic.org

mail@sunbeamsmusic.org

01768892909

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
31/05/23	£577	£329	£248	£16	£2,980	£820	29.9	6	20
31/05/22	£301	£345	£-44	n/a	n/a	n/a	n/a	n/a	12
31/05/21	£294	£311	£-17	n/a	n/a	n/a	n/a	n/a	10
31/05/20	£441	£392	£49	n/a	n/a	n/a	n/a	n/a	50
31/05/19	£392	£332	£61	n/a	n/a	n/a	n/a	n/a	60
31/05/18	£305	£368	£-63	£0	£0	£0	n/a	0	0
31/05/17	£533	£356	£177	£19	£2,810	£50	1.7	4	0
31/05/16	£1,483	£227	£1,255	£23	£2,614	£55	2.9	4	0
31/05/15	£974	£219	£756	£16	£1,358	£53	2.9	5	0
31/05/14	£526	£292	£234	£18	£602	£38	1.6	5	0
31/05/13	£359	£240	£119	£0	£0	£0	n/a	0	0
31/05/12	£274	£217	£57	£0	£0	£0	n/a	0	0
31/05/11	£223	£213	£10	£0	£0	£0	n/a	0	0
31/05/10	£362	£337	£25	£0	£0	£0	n/a	0	0
31/05/09	£201	£255	£-54	£0	£0	£0	n/a	0	0
31/05/08	£386	£177	£209	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 3.4%
Fundraising Costs/Total Spending: 4.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 28%
Reserves/Spending: 29.9 months
Net Current Assets/Spending: 30 months
Quick Ratio: 74

Asset Split ?

What it does

Arts/Culture/Heritage/Science
Disability
Education/Training

Who works here?

6 employees
20 volunteers

Who it helps

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

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Throughout England And Wales,

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

National Lottery Community Fund	£278,614
DCMS	£74,081
CAF	£6,000
Co-Operative Group	£5,892

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Digital Sunbeams
£258,831	17/08/2022	The funding will be used to digitally deliver music for life to young adults with severe learning and physical disabilities living in South Lakes Eden Carlisle and Allerdale.Sunbeams are a non for ....more The funding will be used to digitally deliver music for life to young adults with severe learning and physical disabilities living in South Lakes Eden Carlisle and Allerdale.Sunbeams are a non for profit Charity registered organisation who aim to relieve sickness and assist in the remedial treatment of children and adults suffering from physical emotional psychological and other mental health problems by the provision of community music therapy.
National Lottery Community Fund - Sunbeams Outside Music
£9,800	25/02/2022	The funding will be used to make improvements to their ‘Sunbeams Sensory Garden’ and install a canopy benches outdoor musical instruments and sculpture for disadvantaged children/young people ....more The funding will be used to make improvements to their ‘Sunbeams Sensory Garden’ and install a canopy benches outdoor musical instruments and sculpture for disadvantaged children/young people with a wide range of learning and physical disabilities. This will provide outdoor fun creative stimulating music workshops for participants to help aid confidence skills and personal development reduce isolation and improve wellbeing which has been impacted by the pandemic.
Co-Operative Group - Grant to Sunbeams
£2,751	23/10/2021	We would like to record music workshops on our YouTube channel for the community. It would alleviate loneliness and improve the wellbeing of children with complex needs and the elderly with dementia.
DCMS - VSCE CMC Fund
£19,256	24/06/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
CAF - Grant to Annie Mawson's Sunbeams Music Trust
£6,000	11/06/2020 3	Grant to Annie Mawson's Sunbeams Music Trust to support the organisation through COVID19
DCMS - Sunbeams Music Trust Culture Recovery
£54,825	01/04/2020	To support Arts and Culture throughout England
National Lottery Community Fund - The Sunbeams Divas
£9,983	03/03/2020 6	This project will provide adults with severe learning disabilities and/or physical disabilities the music sessions and create their own songs. The project aims to reduce discrimination and social ....more This project will provide adults with severe learning disabilities and/or physical disabilities the music sessions and create their own songs. The project aims to reduce discrimination and social exclusion.
Co-Operative Group - Grant to Sunbeams " Music for Dignity - Songs and Scones."
£3,141	15/11/2019	We want to deliver 50 music and dance sessions to 60 elderly people with dementia and Alzheimer's, followed by a community tea with scones.
National Lottery Community Fund - "Sound Gazing at Sunbeams"
£231,000	22/11/2018 36	"Sound Gazing at Sunbeams"
Community Foundation Tyne & Wear & Nthmbrlnd - to create a 'musical orchard'
£2,768	03/11/2017	to create a 'musical orchard'
National Lottery Community Fund - REACHING ADOLESCENTS WITH COMPLEX MEDICAL NEEDS
£325,933	17/06/2015 36	This new project will deliver support in the form of music therapy to severely disabled adolescents aged 11-19 with multiple and complex needs across rurally isolated areas of Cumbria. The key aim is ....more This new project will deliver support in the form of music therapy to severely disabled adolescents aged 11-19 with multiple and complex needs across rurally isolated areas of Cumbria. The key aim is to provide the beneficiaries with the opportunities and ability to express themselves, improve their skills, create a peer support network to reduce isolation and improve their physical and mental health and wellbeing.
Henry Smith Charity - Grant to Annie Mawson's Sunbeams Music Trust
£25,000	05/12/2013	towards the building costs of a music therapy centre in Cumbria for adults with profound and severe learning disabilities
National Lottery Community Fund - Sunbeams Music for Dignity
£144,622	24/04/2012 24	The community-led initiative devised by older people from West Cumbria, aged 50-97 will form the 'Silver Liners', initially composed of 12 wheel-chair users, they will build-up their repertoire, ....more The community-led initiative devised by older people from West Cumbria, aged 50-97 will form the 'Silver Liners', initially composed of 12 wheel-chair users, they will build-up their repertoire, guided by 2 professional 62 year-old Sunbeams musicians. The project aims to help older people with a range of complex physical and mental illnesses, who are rurally isolated, to find new ways to cope with life-changing events.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Age Range of Trustees:

ELEANOR ANNIE MAWSON MBE Appointed: 2019

ISA HENDERSON Appointed: 2013, Occupation: Retired

IFEOLU OMONIYI AKINTUNDE, Other trusteeships: THE TORCH TRUST FOR THE BLIND, THE TORCH TRUST FOR THE BLIND,

KAREN ADDISON Appointed: 2016, Occupation: Licensing Agent

LINDA ADDISON Appointed: 2020, Occupation: Semi-Retired

MICHAEL LAWSON JOHNSON Appointed: 2019

REBECCA SEAGER BSC HONS, Occupation: Physiotherapist

Legal constitution

Charitable company registered in England & Wales on 07/12/2006, number: 1117159
Registered at Companies House on 25/04/2006, number: 05794153

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

16 returns made; all on time

Main office

SUNBEAMS MUSIC CENTRE
Stoller House
Redhills Lane
Redhills
PENRITH
CA11 0DT

Objectives

TO RELIEVE SICKNESS AND ASSIST IN THE TREATMENT OF CHILDREN AND ADULTS WHO ARE SUFFERING PHYSICALLY, EMOTIONALLY, PSYCHOLOGICALLY AND MENTALLY BY THE PROVISION OF MUSIC THERAPY AND TO PROVIDE INTRODUCTORY MUSIC THERAPY TRAINING TO INDIVIDUALS WORKING WITH SUCH PERSONS.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources