Finance Score: -4

Governance Score: -1

Support Score: 0

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

Only 4 Trustees: -1
Good trustee age range: +3
All male board: -3

No supporters identified

Overall GiG Score: -5

SOUTH WEST MUSIC SCHOOL

The object of the Charity is to provide music education for young people primarily in, but not limited to, the South West of England.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government and a Community Foundation

Regulatory & Governance issues to consider:

There are only 4 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: 14 years

www.swms.org.uk

info@swms.org.uk

07531904396

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
31/08/22		£241	£252	£-11	n/a	n/a	n/a	n/a	n/a
31/08/21		£303	£197	£107	n/a	n/a	n/a	n/a	n/a
31/08/20	*	£310	£249	£60	n/a	n/a	n/a	n/a	n/a
31/08/19		£336	£264	£72	n/a	n/a	n/a	n/a	n/a
31/08/18		£359	£388	£-29	£0	£0	£0	n/a	0
31/08/17	*	£390	£450	£-60	£0	£0	£0	n/a	0
31/08/16		£389	£450	£-61	£0	£0	£0	n/a	0
31/08/15		£335	£446	£-111	£0	£0	£0	n/a	0
31/08/14		£437	£462	£-25	£0	£0	£0	n/a	0
31/08/13		£471	£467	£4	£0	£0	£0	n/a	0
31/08/12		£395	£393	£2	£0	£0	£0	n/a	0
31/08/11		£560	£368	£191	£8	£191	£20	0.6	3

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Highest pay bracket: less than £60,000

What it does

Arts/Culture/Heritage/Science
Education/Training

Who it helps

Children/Young People

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Bath And North East Somerset, Bournemouth, Bristol City, Cornwall, Devon, Dorset, Gloucestershire, Plymouth City, Torbay, Wiltshire,

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
Quartet Community Foundation - Engage and Support
£5,000	30/11/2016 19	For bursaries for pupils of ability from low income households.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-72

DAVID BUTLER Appointed: 2016, Occupation: Accountant

OLIVER LEAMAN Appointed: 2020, Occupation: Teacher

PHILIP SPRINGATE Appointed: 2016, Occupation: Retired Teacher, Other trusteeship: WILTSHIRE RURAL MUSIC SCHOOL LIMITED,

PHILIP DOLLING Appointed: 2020, Occupation: Tv Producer

Legal constitution

Charitable company registered in England & Wales on 19/10/2010, number: 1138482
Registered at Companies House on 07/07/2010, number: 07307202

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

12 returns made; AR20: 23 days late, AR17: 92 days late,

Main office

c/o Bishop Fleming
10 Temple Back
BRISTOL
BS1 6FL

Objectives

THE OBJECT OF THE CHARITY IS TO PROVIDE MUSIC EDUCATION FOR YOUNG PEOPLEPRIMARILY IN, BUT NOT LIMITED TO, THE SOUTH WEST OF ENGLAND.

Defined Area of Benefit:

THE SOUTH WEST OF ENGLAND.

Data Sources