COUNTESS OF MUNSTER MUSICAL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 20 January 1994
Removed: Not supplied
Financial period: 1 September 2024 – 31 August 2025
Latest income: £202,299
Latest expenditure: £435,894
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: WORMLEY HILL, PETWORTH ROAD, WORMLEY, GODALMING, SURREY, GU8 5SG

Website recorded by the regulator: www.munstertrust.org.uk (displayed as text)

02 Activities

What the charity does

Funding for postgraduate music students with prospect of professional platform career. Recital Scheme for specially talented beneficiaries of the Trust. Interest-free Instrument Purchase Loans offered to past beneficiaries of the Trust at beginning of career.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 September 2024
Fin Period End Date: 31 August 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 June 2026
Date Annual Return Received: 7 May 2026
Date Accounts Received: 7 May 2026
Total Gross Income: £202,299
Total Gross Expenditure: £435,894

Fin Period Start Date: 1 September 2023
Fin Period End Date: 31 August 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 June 2025
Date Annual Return Received: 30 April 2025
Date Accounts Received: 30 April 2025
Total Gross Income: £146,142
Total Gross Expenditure: £442,887

Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 June 2024
Date Annual Return Received: 7 June 2024
Date Accounts Received: 7 June 2024
Total Gross Income: £382,809
Total Gross Expenditure: £398,677

Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 June 2023
Date Annual Return Received: 25 April 2023
Date Accounts Received: 25 April 2023
Total Gross Income: £252,105
Total Gross Expenditure: £400,463

Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 June 2022
Date Annual Return Received: 30 May 2022
Date Accounts Received: 30 May 2022
Total Gross Income: £98,480
Total Gross Expenditure: £343,217

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 September 2024
Fin Period End Date: 31 August 2025
Ar Due Date: 30 June 2026
Ar Received Date: 7 May 2026
Total Gross Income: £202,299
Total Gross Expenditure: £435,894
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 September 2023
Fin Period End Date: 31 August 2024
Ar Due Date: 30 June 2025
Ar Received Date: 30 April 2025
Total Gross Income: £146,142
Total Gross Expenditure: £442,887
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Due Date: 30 June 2024
Ar Received Date: 7 June 2024
Total Gross Income: £382,809
Total Gross Expenditure: £398,677
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Due Date: 30 June 2023
Ar Received Date: 25 April 2023
Total Gross Income: £252,105
Total Gross Expenditure: £400,463
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Due Date: 30 June 2022
Ar Received Date: 30 May 2022
Total Gross Income: £98,480
Total Gross Expenditure: £343,217
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 303
Classification Type: How
Classification Description: Provides Other Finance

Classification Code: 102
Classification Type: What
Classification Description: Education/training

07 Official extract

Charity Event History

Charity Name: COUNTESS OF MUNSTER MUSICAL TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2014-07-29T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 3974687
Assoc Registered Charity Number: 1082937
Assoc Charity Name: THE SAFFRON WALDEN AND DISTRICT MUSIC CLUB

Charity Name: COUNTESS OF MUNSTER MUSICAL TRUST
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2015-10-07T00:00:00
Reason: Funds spent up (s.75)
Assoc Organisation Number: 260284
Assoc Registered Charity Number: 260284
Assoc Charity Name: THE ASHFORD MUSIC SOCIETY

Charity Name: COUNTESS OF MUNSTER MUSICAL TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1994-01-20T00:00:00

Charity Name: COUNTESS OF MUNSTER MUSICAL TRUST
Charity Event Order: 4
Event Type: Asset transfer in
Date Of Event: 2022-03-29T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 900493
Assoc Registered Charity Number: 900493
Assoc Charity Name: FELICITY BELFIELD MUSIC TRUST

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 1 DECEMBER 1958 AS AMENDED BY DEEDS DATED 17 FEBRUARY 1994 AND DEED OF VARIATION DATED 19 AUGUST 2009.
Charitable Objects: THE ADVANCEMENT OF EDUCATION IN ALL BRANCHES OF MUSIC IN ANY PART OF THE WORLD INCLUDING EDUCATION IN THE PERFORMANCE OF MUSIC AND MUSICAL INSTRUMENTS, EDUCATION IN THE PRINCIPLES, THEORY AND HISTORY OF MUSIC AND EDUCATION IN THE APPRECIATION OF MUSIC
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints handling

Policy Name: Internal risk management policy and procedures

Policy Name: Paying staff

Policy Name: Investment

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Bullying and harassment policy and procedures