UPTON FESTIVAL OF BLUES LIMITED

Charity number: 1148230
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity holds an annual free festival of blues music in Upton upon Severn, Worcestershire. The festival is about advancing the art of blues music for the public benefit with educational events forming part of the festival. The festival show cases the best of blues music, featuring blues artists who are well known and in addtion providing an outlet for up and coming artists.

Income and expenditure

Data for financial year ending 31 October 2023

Total income: £406,906
Total expenditure: £328,385

People

4 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

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Services
Where the charity operates:
  • Worcestershire

Governance

Registration history:
  • 20 July 2012: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
08065263 Open in new window
Gift aid:
Not 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
  • 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
Peter David Jordan Trustee 07 August 2023
None on record
Grahame James Bunn Trustee 26 June 2023
None on record
MICHAEL RAYMOND MORGAN Trustee 06 July 2014
None on record
RUTH HASLE ETHERIDGE Trustee 28 May 2012
None on record

Financial history

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

Financial period end date

Income / Expenditure 31/10/2019 31/10/2020 31/10/2021 31/10/2022 31/10/2023
Total gross income £249.62k £450 £0 £283.32k £406.91k
Total expenditure £261.61k £14.09k £7.72k £263.94k £328.39k
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 October 2023 31 August 2024 On time
Accounts and TAR 31 October 2023 31 August 2024 On time Download Open in new window
Annual return 31 October 2022 31 August 2023 On time
Accounts and TAR 31 October 2022 31 August 2023 On time Download Open in new window
Annual return 31 October 2021 30 August 2022 On time
Accounts and TAR 31 October 2021 Not required
Annual return 31 October 2020 29 July 2021 On time
Accounts and TAR 31 October 2020 Not required
Annual return 31 October 2019 29 January 2020 On time
Accounts and TAR 31 October 2019 29 January 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.

MEMORANDUM AND ARTICLES INCORPORATED 11/05/2012 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 20 APR 2016 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 04 MAR 2019

Charitable objects

1 THE PROMOTION AND ADVANCEMENT OF THE AESTHETIC EDUCATION OF THE TOWNSFOLK OF, AND THE VISITORS TO, UPTON-UPON-SEVERN AND THE MIDLANDS, BY THE PERFORMANCE OF BLUES MUSIC OF A HIGH ARTISTIC CALIBRE; AND ONE OR MORE OF THE FOLLOWING AS THE TRUSTEES THINK FIT 2 TO ADVANCE THE AESTHETIC EDUCATION OF THE TOWNSFOLK OF UPTON-UPON-SEVERN AND THE PUBLIC OF THE MIDLANDS GENERALLY IN THE SUBJECT OF MUSIC, INCLUDING THE APPRECIATION OF MUSIC AND THE PLAYING OF MUSIC GENERALLY; 3 TO ADVANCE THE AESTHETIC EDUCATION OF THE PUBLIC IN GENERAL IN THE SUBJECT OF BLUES MUSIC OF A HIGH ARTISTIC CALIBRE, INCLUDING THE APPRECIATION OF SUCH BLUES MUSIC AND THE PLAYING OF SUCH BLUES MUSIC GENERALLY; AND/OR 4 TO PROMOTE FOR THE BENEFIT OF THE INHABITANTS OF UPTON-UPON-SEVERN AND THE SURROUNDING AREA THE PROVISION OF FACILITIES AND FUNDING OF ACTIVITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES, OR FOR THE PUBLIC AT LARGE AND FOR OTHER REGISTERED CHARITIES IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITION OF LIFE OF THE SAID INHABITANTS.

Area of benefit

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

LOCAL

Contact information

Address:
1 Church Cottages
Church Street
Upton-upon-Severn
Worcester
WR8 0HX
Phone:
01684591144
Email:
bluesuptonoffice@gmail.com
Website:

www.uptonbluesfestival.com Open in new window