Finance Score: 0

Governance Score: 9

Support Score: 7

Pension deficit: -1
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 16

THE BERKSHIRE YOUNG MUSICIANS TRUST

Berkshire Music Trust is an independent music service providing instrumental and vocal teaching in schools and music centres throughout Berkshire. We promote a comprehensive range of music activities working in close partnership with schools, colleges and community music groups. Funds are raised to support disadvantaged young people and talented young musicians.

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

There is a pension deficit of £340,000
On several occasions in recent years income has been less than spending

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
31/08/23		£4,706	£4,799	£-92	£60	£2,414	£2,373	5.9	115	0
31/08/22		£4,601	£5,099	£-498	£60	£2,383	£2,343	5.5	112	0
31/08/21		£5,339	£4,643	£696	£59	£-463	£-791	-2	116	0
31/08/20		£4,664	£5,133	£-469	£66	£-914	£-956	-2.2	121	0
31/08/19		£5,133	£5,543	£-411	£60	£-107	£-153	-0.3	128	35
31/08/18	*	£4,924	£5,061	£-137	£58	£678	£612	1.5	120	0
31/08/17	*	£4,824	£4,851	£-27	£42	£388	£324	0.8	118	0
31/08/16		£4,912	£4,826	£85	£54	£183	£136	0.3	117	0
31/08/15		£4,294	£4,422	£-128	£83	£209	£152	0.4	118	0
31/08/14		£4,177	£4,268	£-91	£41	£331	£270	0.8	113	0
31/08/13	*	£4,094	£4,181	£-87	£58	£378	£298	0.9	111	0
31/08/12	*	£4,220	£4,081	£139	£37	£558	£449	1.3	131	0
31/08/11	*	£4,390	£4,344	£46	£36	£789	£672	1.9	131	0
31/08/10		£4,078	£4,224	£-146	£51	£578	£498	1.4	122	0
31/08/09		£3,766	£4,104	£-338	£161	£890	£600	1.8	106	0
31/08/08		£3,820	£3,621	£199	£38	£1,228	£1,055	3.5	95	0
31/08/07		£3,742	£3,681	£61	£66	£919	£899	2.9	92	0
31/08/06		£3,641	£3,837	£-196	£0	£0	£0	n/a	0	0
31/08/05	*	£3,782	£3,881	£-99	£0	£0	£0	n/a	0	0
31/08/04		£4,026	£4,065	£-39	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.3%
Fundraising Costs/Total Spending: 1.2%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 27%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 5.9 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.2

Asset Split ?

Established: 42 years

www.berksmusictrust.org.uk

contact@berksmusictrust.org.uk

01189012370

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 other finance
Provides services

Where it operates

Bracknell Forest, Reading, West Berkshire, Windsor And Maidenhead, Wokingham,

Who it helps

Children/Young People

Who works here?

115 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	£3,484,593
The Foyle Foundation	£30,000
Youth Music	£11,800

Specific Donations

Amount	When Months	To be used for
DCMS - Investment funds
£149,068	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
£1,020,252	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.
The Foyle Foundation - Learning
£30,000	30/09/2020	towards the technology to deliver digital musical activity to more children and young people across Berkshire (awarded grant in response to coronavirus)
DCMS - Music Education Hub funding 2020-2021
£1,007,219	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.
DCMS - TPS 2019-20
£149,068	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.
DCMS - Berkshire Maestros
£783,746	01/04/2020	To support Arts and Culture throughout England
DCMS - Berkshire Maestros CRF 2
£375,240	01/04/2020	To support Arts and Culture throughout England
Youth Music - Music with Maestros - for Children’s Centres
£11,800	23/10/2019	Music with Maestros - for Children’s Centres
Garfield Weston Foundation - Main Grants award
£10,000	31/08/2017	Repair of Berkshire Maestros Headquarters - Stoneham Court
Andrew Lloyd Webber Foundation - Grant to Berkshire Maestros
£12,750	11/06/2014	Academy on Sundays

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-67

ANNE GREENISH Appointed: 2023, Occupation: N/A

JON CARROLL (Chair) Appointed: 2020, Occupation: Consultant

RHONA MILLAR Appointed: 2023, Occupation: Teacher

ROGER GLEN MAY Appointed: 2023, Occupation: Unknown

SETH WILLIAMS Appointed: 2023, Occupation: Unknown

ANDREW MARTIN JACKSON Appointed: 2007, Occupation: Consultant

ALEXANDRA BUTLER Appointed: 2020, Occupation: Head Teacher

AMANDA KNIGHT Appointed: 2020, Occupation: Fundraiser

DEBORAH HARRIS Appointed: 2020, Occupation: Chief Operating Officer

KATHRYN HATTON Appointed: 2023, Occupation: N/A, Other trusteeships: CROWTHORNE SYMPHONY ORCHESTRA, MICKLANDS PARENT TEACHER ASSOCIATION,

RACHEL BELSHAW Appointed: 2020, Occupation: Accountant, Other trusteeship: FOUNDATION FOR RELIEF AND RECONCILIATION IN THE MIDDLE EAST,

Legal constitution

Charitable company registered in England & Wales on 11/11/1982, number: 284555
Registered at Companies House on 25/10/1982, number: 01673689

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

20 returns made; AR18: 52 days late, AR17: 5 days late, AR13: 18 days late, AR12: 10 days late, AR11: 120 days late, AR05: 4 days late,

Main office

Berkshire Music Trust
Stoneham Court
100 Cockney Hill
READING
RG30 4EZ

Objectives

TO ADVANCE THE EDUCATION IN MUSIC OF, AND TO PROVIDE MUSIC CENTRES FOR PERSONS OF ALL AGES (BUT WITH A PREFERENCE FOR YOUNG CHILDREN UNDER THE AGE OF 25), RESIDING PRINCIPALLY (ALTHOUGH NOT NECESSARILY) IN THE ROYAL COUNTY OF BERKSHIRE.

Defined Area of Benefit:

BERKSHIRE

Data Sources