BOURNEMOUTH SYMPHONY ORCHESTRA BENEVOLENT FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 30 September 2015
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £11,400
Latest expenditure: £5,552
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: 7 Tranquillity, 8 Nairn Road, Poole, Dorset, BH13 7NQ

Website recorded by the regulator: www.bsobenevolentfund.co.uk (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 16 December 2025
Date Accounts Received: 24 January 2026
Total Gross Income: £11,400
Total Gross Expenditure: £5,552

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 12 January 2025
Date Accounts Received: 12 January 2025
Total Gross Income: £10,825
Total Gross Expenditure: £7,641

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 15 November 2023
Date Accounts Received: 29 March 2024
Total Gross Income: £6,172
Total Gross Expenditure: £8,526

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 11 November 2022
Date Accounts Received: 5 December 2022
Total Gross Income: £10,663
Total Gross Expenditure: £20,984

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 16 December 2021
Date Accounts Received: 5 January 2022
Total Gross Income: £3,391
Total Gross Expenditure: £20,435

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 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 16 December 2025
Total Gross Income: £11,400
Total Gross Expenditure: £5,552
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
Count Volunteers: 8

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 12 January 2025
Total Gross Income: £10,825
Total Gross Expenditure: £7,641
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
Count Volunteers: 38

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 15 November 2023
Total Gross Income: £6,172
Total Gross Expenditure: £8,526
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
Count Volunteers: 46

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 11 November 2022
Total Gross Income: £10,663
Total Gross Expenditure: £20,984
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: 65

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 16 December 2021
Total Gross Income: £3,391
Total Gross Expenditure: £20,435
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: Local Authority
Geographic Area Description: Bournemouth
Welsh Ind: No

06 Official extract

Charity Classification

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

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

07 Official extract

Charity Event History

Charity Name: BOURNEMOUTH SYMPHONY ORCHESTRA BENEVOLENT FUND
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2015-09-30T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CIO - ASSOCIATION REGISTERED 30 SEP 2015AMENDED 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.?

09 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Investment

Policy Name: Conflicting interests

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures