MUSIC AT BEAULIEU TRUST

Charity Number: 1080651
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Music at Beaulieu arranges some 12 to 14 concerts each year, providing excellent inexpensive music from classical to jazz and offering a platform for young as well as established world-class musicians. Music at Beaulieu also offers competitive awards to assist musicians in the New Forest in their musical careers.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £40,144
Total expenditure: £47,157

People

4 Trustee(s)

15 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:
  • Education/training
  • Arts/culture/heritage/science
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Hampshire

Governance

Registration history:
  • 09 May 2000: Standard registration
Organisation type:
Other
Other names:
  • MUSIC AT BEAULIEU (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SIR Anthony Evans Chair 04 September 2014
None on record
Rev Catherine Cowie Trustee 15 November 2024
Beaulieu, Exbury and East Boldre, Parochial Church Council
Received: On time
ROBERT GAYNER Trustee 08 February 2012
THE BEAULIEU BEAUFORT FOUNDATION
Received: On time
JOHN MICHAEL GRAVES FCA Trustee 30 September 2011
The Ken Allen Trust
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £38.82k £13.09k £14.20k £33.28k £40.14k
Total expenditure £29.89k £23.22k £20.97k £38.06k £47.16k
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 2023 30 July 2024 On Time
Accounts and TAR 31 December 2023 30 July 2024 On Time Download Open in new window
Annual return 31 December 2022 06 March 2023 On Time
Accounts and TAR 31 December 2022 06 March 2023 On Time Download Open in new window
Annual return 31 December 2021 30 May 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 03 March 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 28 February 2020 On Time
Accounts and TAR 31 December 2019 28 February 2020 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.

DECLARATION OF TRUST DATED 1 NOVEMBER 1999 AS AMENDED BY SUPPLEMENTAL DEED DATED 12 APRIL 2000.

Charitable objects

THE ADVANCEMENT OF EDUCATION IN BEAULIEU AND THE SURROUNDING AREA AND TO OR FOR SUCH CHARITABLE PURPOSES CONNECTED TO BEAULIEU ABBEY CHURCH AND ITS ASSOCIATED FACILITIES AS THE TRUSTEES DECIDE.

Area of benefit

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

BEAULIEU AND SURROUNDING AREA.

Contact information

Address:
Heatherlea House
Main Road
East End
Lymington
SO41 5ST
Phone:
01590626448
Email:
jgraves@clara.net
Website:

www.musicatbeaulieu.org Open in new window