BENEVOLENT FUND OF THE INCORPORATED SOCIETY OF MUSICIANS

Charity number: 206801
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Since 2019, the ISM Members Fund has focused on delivering services and resources to help ISM members improve their physical, mental, and financial health. It operates mental health services including counselling and Cognitive Behavioural Therapy (CBT) and offers a physiotherapy service, as well as discounted hearing protection and financial resources.

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £199,918
Total expenditure: £174,830

People

1 Trustee(s)

4 Volunteer(s)

Employees with total benefits over £60,000

No information available

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:
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 22 September 1962: Standard registration
Organisation type:
Other
Other names:
  • Benevolent Fund of the Independent Society of Musicians (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • 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
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • 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

1 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ISM Trust Trustee 01 October 2015
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £135.36k £102.06k £239.17k £582.49k £199.92k
Total expenditure £146.93k £258.41k £109.07k £110.71k £174.83k
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
Income - Donations and legacies N/A N/A N/A £408.76k N/A
Income - Other trading activities N/A N/A N/A £0 N/A
Income - Charitable activities N/A N/A N/A £0 N/A
Income - Endowments N/A N/A N/A £0 N/A
Income - Investment N/A N/A N/A £173.73k N/A
Income - Other N/A N/A N/A £0 N/A
Income - Legacies N/A N/A N/A £403.72k N/A
Expenditure - Charitable activities N/A N/A N/A £103.51k N/A
Expenditure - Raising funds N/A N/A N/A £7.21k N/A
Expenditure - Governance N/A N/A N/A £4.59k N/A
Expenditure - Grants institution N/A N/A N/A £0 N/A
Expenditure - Investment management N/A N/A N/A £7.21k N/A
Expenditure - Other N/A N/A N/A £0 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 August 2024 26 June 2025 On time
Accounts and TAR 31 August 2024 26 June 2025 On time Download Open in new window
Annual return 31 August 2023 18 June 2024 On time
Accounts and TAR 31 August 2023 18 June 2024 On time Download Open in new window
Annual return 31 August 2022 26 June 2023 On time
Accounts and TAR 31 August 2022 26 June 2023 On time Download Open in new window
Annual return 31 August 2021 27 June 2022 On time
Accounts and TAR 31 August 2021 27 June 2022 On time Download Open in new window
Annual return 31 August 2020 30 June 2021 On time
Accounts and TAR 31 August 2020 30 June 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.

SCHEME DATED 01 OCT 2015 AS AMENDED BY RESOLUTION DATED 12 DEC 2017

Charitable objects

2. THE OBJECTS OF THE FUND SHALL BE: 2.1 THE RELIEF OF NECESSITOUS PERSONS; 2.2 THE RELIEF AND PREVENTION OF POVERTY OF PERSONS; AND 2.3 THE ADVANCEMENT OF HEALTH OF PERSONS

Area of benefit

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

NOT DEFINED

Contact information

Address:
Independent Society of Musicians
4-5 Inverness Mews
LONDON
W2 3JQ
Phone:
02072213499
Email:
Members.Fund@ism.org
Website:

No information available