BATH MOZARTFEST LIMITED

Charity number: 1040455
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To promote and foster the education of the public in and around the City of Bath in all aspects of the life and music of Mozart.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £396,582
Total expenditure: £411,520

People

9 Trustee(s)

45 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Arts/culture/heritage/science
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Bath And North East Somerset

Governance

Registration history:
  • 26 August 1994: Standard registration
  • 22 August 2022: Funds received from 900273 THE A M PURNELL CHARITABLE TRUST
Organisation type:
Charitable company
Other names:

No other names

Company number:
02639507 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SIR DAVID CHARLES MAURICE BELL Chair
THE TALENT FOUNDRY TRUST
Received: On time
THE BELL FAMILY CHARITABLE TRUST
Charity reporting is overdue by 169 days
SCRUM THEATRE
Received: 5 days late
DAY ONE OPPORTUNITIES FOR SCHOOL LEAVERS
Recently registered
William Augustus Lacey Trustee 27 March 2025
None on record
Richard Ian Lovell Trustee 16 September 2024
IFORD ARTS LIMITED
Received: On time
Nicola Isherwood Trustee 22 July 2024
None on record
Richard Wendorf Trustee 27 June 2022
None on record
Alice Lucia Woodroffe Trustee 27 May 2019
None on record
PAUL ROPER Trustee 17 February 2017
THE ROPER FAMILY CHARITABLE TRUST
Received: On time
TREVOR OSBORNE Trustee 14 November 2011
THE TREVOR OSBORNE CHARITABLE TRUST
Received: On time
CHRISTINE ALLANSON-BAILEY Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £241.79k £281.99k £426.71k £426.71k £396.58k
Total expenditure £249.03k £303.31k £377.86k £377.86k £411.52k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2024 22 July 2025 On time
Accounts and TAR 31 December 2024 22 July 2025 On time Download Open in new window
Annual return 31 December 2023 17 September 2024 On time
Accounts and TAR 31 December 2023 17 September 2024 On time Download Open in new window
Annual return 31 December 2022 30 August 2023 On time
Accounts and TAR 31 December 2022 30 August 2023 On time Download Open in new window
Annual return 31 December 2021 05 October 2022 On time
Accounts and TAR 31 December 2021 05 October 2022 On time Download Open in new window
Annual return 31 December 2020 19 September 2021 On time
Accounts and TAR 31 December 2020 19 September 2021 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 21 AUGUST 1991

Charitable objects

TO FOSTER AND PROMOTE THE EDUCATION OF THE PUBLIC IN ALL ASPECTS OF THE LIFE AND MUSIC OF MOZART AND CLASSICAL MUSIC IN THE CITY OF BATH AND TO PROMOTE SUCH OR ANY CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE CITY OF BATH

Area of benefit

The area the charity can operate in, as set out in its governing document.

THE CITY OF BATH AND ITS ENVIRONS

Contact information

Address:
Inigo Business Centres Ltd
4 Queen Street
BATH
BA1 1HE
Phone:
01225 429750
Email:
info@bathmozartfest.org.uk
Website:

www.bathmozartfest.org.uk Open in new window