Finance Score: 1

Governance Score: 5

Support Score: 4

Liabilities <10%: +3
Deficit latest year: -2

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +4

Overall GiG Score: 10

CALDERDALE MUSIC LIMITED

Music tuition to the general public and senior citizens orchestra.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board is predominantly male

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine
Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23		£770	£887	£-118	£0	£674	£594	8	23
31/03/22		£644	£695	£-51	£0	£791	£691	11.9	16
31/03/21?		£370	£356	£14	n/a	n/a	n/a	n/a	n/a
31/07/20		£586	£596	£-10	£0	£828	£713	14.3	8
31/07/19	*	£714	£633	£81	£0	£838	£707	13.4	6
31/07/18		£733	£574	£159	£0	£756	£522	10.9	6
31/07/17		£897	£626	£271	£0	£597	£330	6.3	7
31/07/16		£711	£612	£99	£0	£326	£115	2.3	4
31/07/15		£147	£132	£15	£0	£0	£0	n/a	0
31/07/14	*	£5	£1	£4	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 88%
Reserves/Spending: 8 months
Net Current Assets/Spending: 3 months
Quick Ratio: 5

Asset Split ?

Established: 11 years

www.calderdalemusictrust.org.uk

admin@calderdalemusictrust.org.uk

01422303060

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Provides services

Where it operates

Calderdale,

Who it helps

Children/Young People

Who works here?

23 employees

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

DCMS	£689,533
Youth Music	£2,000
Community Foundation for Calderdale	£2,000

Specific Donations

Amount	When Months	To be used for
Youth Music - IDEA Hub Project
£2,000	16/12/2022	IDEA Hub Project
Community Foundation for Calderdale - Local Cultural Education Partnership for Calderdale (LCEP)
£2,000	22/07/2022	Grant to Calderdale Music (on behalf of Local Cultural Education Partnership)
DCMS - Investment funds
£7,206	08/04/2022	We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where ....more We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of high quality cultural experiences. Between 2018 and 2022, we will invest £1.45 billion of public money from government to help deliver this vision.
DCMS - Music Education Hub Funding
£339,341	24/03/2022	Music Education Hubs are groups of organisations such as local authorities, schools, other hubs, art organisations, community or voluntary organisations working together to create joined-up music ....more Music Education Hubs are groups of organisations such as local authorities, schools, other hubs, art organisations, community or voluntary organisations working together to create joined-up music education provision, respond to local need and fulfil the objectives of the Hub as set out in the National Plan for Music Education.
DCMS - Music Education Hub funding 2020-2021
£342,986	01/04/2020	We are the national development agency for creativity and culture. We have set out our strategic vision in Lets Create that by 2030 we want England to be a country in which the creativity of each of ....more We are the national development agency for creativity and culture. We have set out our strategic vision in Lets Create that by 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of high quality cultural experiences. We invest public money from Government and The National Lottery to help support the sector and to deliver this vision.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 37-74

REZINA KELLY Appointed: 2019, Occupation: Headteacher

JULIA MARIE BROOK Appointed: 2021, Occupation: Business And Enterprise Manager

MARK SHARP Appointed: 2022, Occupation: Primary School Head Teacher

SEAN ROBERT MONTGOMERY Appointed: 2023, Occupation: European Director Roland Corporation

ADAM JAMES SAPEY Appointed: 2019, Occupation: Headteacher

CHRISTOPHER WIGHTMAN Appointed: 2017, Occupation: Head Teacher

DAVID JOHN HEYWOOD Appointed: 2020, Occupation: Principal Of Calderdale Music Trust

STEPHEN WILD Appointed: 2017, Occupation: Independent Music Consultant

PETER REYNOLDSON (Chair) Appointed: 2016, Occupation: Retired Teacher, Part Time Rochdale Music Service, Other trusteeship: FRIENDS OF ROCHDALE MUSIC SERVICE,

Legal constitution

Charitable company registered in England & Wales on 25/10/2013, number: 1154343
Registered at Companies House on 04/07/2013, number: 08597862

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

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
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

10 returns made; AR19: 102 days late, AR14: 57 days late,

Main office

The Old Courthouse
Blackwall
HALIFAX
West Yorkshire
HX1 2DL

Objectives

TO ADVANCE IN LIFE YOUNG PEOPLE THROUGH THE PROVISION OF MUSIC SERVICES, EDUCATION AND ACTIVITIES IN THE INTERESTS OF SOCIAL WELFARE AND THE ADVANCEMENT OF EDUCATION OF THOSE YOUNG PEOPLE.

Defined Area of Benefit:

CALDERDALE

Data Sources