THE DAVID MORGAN MUSIC TRUST

Charity number: 1103952
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To provide financial help to further the musical education of children within the district of Bromsgrove

Income and expenditure

Data for financial year ending 31 May 2024

Total income: £38,563
Total expenditure: £31,539

People

5 Trustee(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

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • Arts/culture/heritage/science
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
Where the charity operates:
  • Worcestershire

Governance

Registration history:
  • 26 May 2004: Standard registration
Organisation type:
Other
Other names:
  • THE DAVID MORGAN MUSIC SCHOLARSHIP (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investment
  • Paying staff
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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MRS Paula KELLY-EDWARDS Chair
None on record
James Christopher Hawthorn Trustee 02 December 2024
None on record
Jack Martin Trustee 11 March 2024
SOUTH SHROPSHIRE YOUTH FORUM
Received: On time
john steven cowperthwaite Trustee 19 June 2018
BROMSGROVE FESTIVAL LIMITED
Charity reporting is overdue by 301 days
ANITA PORTER Trustee 22 October 2015
None on record

Financial history

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Financial period end date

Income / Expenditure 31/05/2020 31/05/2021 31/05/2022 31/05/2023 31/05/2024
Total gross income £34.86k £15.24k £12.69k £12.19k £38.56k
Total expenditure £22.40k £14.83k £25.75k £29.80k £31.54k
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 May 2024 26 March 2025 On Time
Accounts and TAR 31 May 2024 26 March 2025 On Time Download Open in new window
Annual return 31 May 2023 03 March 2024 On Time
Accounts and TAR 31 May 2023 Not Required
Annual return 31 May 2022 30 March 2023 On Time
Accounts and TAR 31 May 2022 Not Required
Annual return 31 May 2021 03 February 2022 On Time
Accounts and TAR 31 May 2021 Not Required
Annual return 31 May 2020 29 December 2020 On Time
Accounts and TAR 31 May 2020 29 December 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 10/02/2004 AS AMENDED BY DEED DATED 06/04/2005 AS AMENDED BY DEED DATED 01/02/2011

Charitable objects

(I) TO ADVANCE THE EDUCATION OF CHILDREN AND YOUNG PERSONS BY THE PROVISION OF BURSARSHIPS OR SCHOLARSHIPS OR WORKSHOPS TO ENABLE THOSE IN FULL-TIME EDUCATION TO STUDY MUSIC IN PARTICULAR BUT NOT EXCLUSIVELY WITHIN THE DISTRICT COUNCIL OF BROMSGROVE IN THE COUNTY OF WORCESTER; AND (II) TO FOSTER AND PROMOTE FOR THE BENEFIT OF CHILDREN AND YOUNG PERSONS IN THE DISTRICT COUNCIL OF BROMSGROVE THE ADVANCEMENT AND IMPROVEMENT OF GENERAL EDUCATION IN THE ART OF MUSIC AND THE DEVELOPMENT OF PUBLIC APPRECIATION OF MUSIC.

Area of benefit

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

BROMSGROVE, WORCESTER.

Contact information

Address:
FLAT 20
MIDLAND COURT
39 COX STREET
BIRMINGHAM
B3 1RW
Phone:
07973440904
Email:
info@davidmorganmusictrust.org
Website:

www.davidmorganmusictrust.org Open in new window