Finance Score: 0

Governance Score: 9

Support Score: 3

No PartB

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

Grant maker support: +3

Overall GiG Score: 12

LAKE DISTRICT MUSIC LIMITED

Founded in 1985, Lake District Summer Music (LDSM) has consistently pursued a clear policy of bringing to Cumbria an annual festival and professional summer school of quality and purpose centred principally, but not exclusively, on chamber music.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
30/09/23		£233	£250	£-17	n/a	n/a	n/a	n/a	n/a	40
30/09/22		£245	£225	£20	n/a	n/a	n/a	n/a	n/a	0
30/09/21		£239	£178	£61	n/a	n/a	n/a	n/a	n/a	0
30/09/20		£87	£70	£16	n/a	n/a	n/a	n/a	n/a	0
30/09/19		£206	£213	£-7	n/a	n/a	n/a	n/a	n/a	25
30/09/18		£216	£213	£3	£0	£0	£0	n/a	0	0
30/09/17		£185	£208	£-23	£0	£0	£0	n/a	0	0
30/09/16		£334	£292	£41	£0	£0	£0	n/a	0	0
30/09/15		£291	£304	£-13	£0	£0	£0	n/a	0	0
30/09/14		£277	£314	£-37	£0	£0	£0	n/a	0	0
30/09/13	*	£319	£370	£-51	£0	£0	£0	n/a	0	0
30/09/12		£355	£329	£26	£0	£0	£0	n/a	0	0
30/09/11		£475	£417	£57	£0	£0	£0	n/a	0	0
30/09/10		£487	£470	£17	£0	£0	£0	n/a	0	0
30/09/09		£464	£461	£4	£0	£0	£0	n/a	0	0
30/09/08	*	£425	£406	£19	£0	£0	£0	n/a	0	0
30/09/07		£402	£414	£-13	£0	£0	£0	n/a	0	0
30/09/06		£367	£352	£15	£0	£0	£0	n/a	0	0
30/09/05		£324	£337	£-13	£0	£0	£0	n/a	0	0
30/09/04		£286	£297	£-11	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 39 years

http://www.ldsm.org.uk

01539 266201

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Makes Grants to Individuals
Other charitable activities
Provides services

Where it operates

Cumbria,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

Unknown number of employees
40 volunteers

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
Backstage Trust - Production grant
£5,000	16/05/2022	Support of two young professional ensembles at this year's festival
The Foyle Foundation - Arts
£10,000	08/07/2021	towards core costs to underpin Lake District Summer Music 2021 (live and online) plus Mentoring and support for young professional musicians (awarded grant in response to coronavirus)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 24-77

AEMILIA RUTH MCCOOEY Appointed: 2022, Occupation: Retired

DR GRAHAM MARTIN HOADLEY Appointed: 2023, Occupation: Retired

FIONA LYDE STUART Appointed: 2023, Occupation: Arts Producer

HUGH MCGILL BLAIR Appointed: 2023, Occupation: Business Owner

LEDA MILETO Appointed: 2024, Occupation: Freelance Musician And Employed Educator

MALCOLM GARY HEYES Appointed: 2023, Occupation: Retired

OWEN NIGEL BULL (Chair) Appointed: 2022, Occupation: Retired

CHRISTINE WARDLE Appointed: 2017, Occupation: Development Manager

JOHN RINK Appointed: 2020, Occupation: Retired

JOHN ROBERT WOOD Appointed: 2022, Occupation: Retired, Other trusteeships: DEAKIN SCHOLARSHIP FUND, LEVENS VILLAGE HALL,

MARTIN RAYNER Appointed: 2017, Occupation: Company Director, Other trusteeship: DALLAM SCHOOL,

Legal constitution

Charitable company registered in England & Wales on 15/04/1985, number: 516350
Registered at Companies House on 20/02/1985, number: 01887957

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
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; AR13: 56 days late, AR08: 19 days late,

Recent reorganisation events:

Asset transfer in from PATRONS OF LAKE DISTRICT SUMMER MUSIC on 03/04/2024

Main office

Lake District Music
Stricklandgate House
92 Stricklandgate
Kendal
LA9 4PU

Objectives

TO PROMOTE MAINTAIN IMPROVE AND ADVANCE THE EDUCATION OF THE PUBLIC IN THE ART OF MUSIC AND THE OTHER ARTS AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) TO ENCOURAGE BY MEANS OF SUMMER SCHOOLS AND FESTIVALS IN THE LAKE DISTRICT AND ELSEWHERE THE STUDY PERFORMANCE KNOWLEDGE UNDERSTANDING APPRECIATION AND DEVELOPMENT OF THE ARTS INCLUDING (BUT NO LIMITED TO) MUSIC OPERA BALLET MIME DRAMA CINEMA LITERATURE AND THE VISUAL ARTS AND TO FURMULATE PREPARE AND ESTABLISH SCHEMES THEREFORE PROVIDED THAT ALL OBJECTS OF THE ASSOCIATION SHALL BE OF A CHARITABLE NATURE.

Defined Area of Benefit:

NOT DEFINED

Data Sources