BOURNEMOUTH SYMPHONY ORCHESTRA BENEVOLENT FUND

Charity number: 1163778
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To make grants to full and part time musicians and staff who are employees of the Bournemouth Symphony Orchestra (BSO) and other individuals who have made a significant long term contribution to the BSO. The grants are to relieve hardship caused by sickness, accident or infirmity. Funds are raised from the net proceeds of an annual concert and general donations.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £10,825
Total expenditure: £7,641

People

5 Trustee(s)

38 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

Main way of carrying out purposes is grant making
What the charity does:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Bournemouth

Governance

Registration history:
  • 30 September 2015: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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
David James Daly Trustee 31 May 2024
None on record
Rebecca Burns Trustee 01 August 2023
None on record
Christine Dipple Trustee 09 November 2022
None on record
Barry Deacon Mr Trustee 06 January 2022
None on record
Professor Richard David Francis Bagley Trustee 01 March 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £15.27k £3.39k £10.66k £6.17k £10.83k
Total expenditure £14.32k £20.43k £20.98k £8.53k £7.64k
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 March 2024 12 January 2025 On Time
Accounts and TAR 31 March 2024 12 January 2025 On Time Download Open in new window
Annual return 31 March 2023 15 November 2023 On Time
Accounts and TAR 31 March 2023 29 March 2024 58 days late Download Open in new window
Annual return 31 March 2022 11 November 2022 On Time
Accounts and TAR 31 March 2022 05 December 2022 On Time Download Open in new window
Annual return 31 March 2021 16 December 2021 On Time
Accounts and TAR 31 March 2021 05 January 2022 On Time Download Open in new window
Annual return 31 March 2020 16 October 2020 On Time
Accounts and TAR 31 March 2020 16 October 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.

CIO - ASSOCIATION REGISTERED 30 SEP 2015 AMENDED ON 13 FEB 2019

Charitable objects

THE OBJECTS OF THE CIO ARE THE PREVENTION OR RELIEF OF POVERTY OR FINANCIAL HARDSHIP FOR: THE BENEFIT OF INDIVIDUALS EMPLOYED UNDER CONTRACT, WHETHER FULL-TIME OR PART-TIME, WITH THE BOURNEMOUTH SYMPHONY ORCHESTRA (THE “BSO”); OR THE BENEFIT OF INDIVIDUALS WHO ARE DEEMED BY THE TRUSTEES TO HAVE MADE A SIGNIFICANT LONG-TERM CONTRIBUTION TO THE BSO OR WHO HAVE A SIGNIFICANT CONTRIBUTORY ASSOCIATION WITH THE BSO; AND WHO ARE IN NECESSITOUS CIRCUMSTANCES BY REASON OF SICKNESS, ACCIDENT OR INFIRMITY AND IN SUCH AMOUNTS AND AT SUCH TIMES AND ON SUCH CONDITIONS AS THE CHARITY TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT; OR FOR THE BENEFIT OF RETIRING INDIVIDUALS WHO BY REASON OF THEIR PREVIOUS MEMBERSHIP OF THE BOURNEMOUTH ORCHESTRAS RETIREMENT BENEFITS PLAN WILL RECEIVE A REDUCED PENSION OR ANNUITY AND ARE THEREFORE SUFFERING FINANCIAL HARDSHIP.?

Contact information

Address:
7 Tranquillity
8 Nairn Road
Poole
Dorset
BH13 7NQ
Phone:
07872954160
Email:
benevolentfundbso@yahoo.com
Website:

www.bsobenevolentfund.co.uk Open in new window