RICHARD SHEPHARD MUSIC FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 15 April 2020
Removed: Not supplied
Financial period: 1 September 2024 – 31 August 2025
Latest income: £670,597
Latest expenditure: £625,915
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: 29 Marygate, YORK, North Yorkshire, YO30 7DR

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

02 Activities

What the charity does

The advancement of musical education for children and young people in Yorkshire and more widely

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: 8 April 2026
Date Accounts Received: 8 April 2026
Total Gross Income: £670,597
Total Gross Expenditure: £625,915

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: 8 May 2025
Date Accounts Received: 8 May 2025
Total Gross Income: £476,752
Total Gross Expenditure: £559,325

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: 20 December 2023
Date Accounts Received: 20 December 2023
Total Gross Income: £329,906
Total Gross Expenditure: £337,711

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 August 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 June 2023
Date Annual Return Received: 22 February 2023
Date Accounts Received: 22 February 2023
Total Gross Income: £476,379
Total Gross Expenditure: £217,163

Fin Period Start Date: 15 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 20 January 2022
Date Accounts Received: 20 January 2022
Total Gross Income: £43,875
Total Gross Expenditure: £1,250

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: 8 April 2026
Total Gross Income: £670,597
Total Gross Expenditure: £625,915
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £4
Income From Government Grants: £3,974
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: 10

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: 8 May 2025
Total Gross Income: £476,752
Total Gross Expenditure: £559,325
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £5
Income From Government Grants: £13,694
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: 8

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: 20 December 2023
Total Gross Income: £329,906
Total Gross Expenditure: £337,711
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £3
Income From Government Grants: £14,181
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: 7

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 August 2022
Ar Due Date: 30 June 2023
Ar Received Date: 22 February 2023
Total Gross Income: £476,379
Total Gross Expenditure: £217,163
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: Yes
Charity Agreement Professional Fundraiser: Yes
Charity Commercial Participator: No
Grant Making Is Main Activity: No
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: 4

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 15 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 20 January 2022
Total Gross Income: £43,875
Total Gross Expenditure: £1,250
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
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 Annual Return Partb

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: 8 April 2026
Income Donations And Legacies: 375533
Income Other Trading Activities: 0
Income Charitable Activities: 287917
Income Investments: 5847
Income Other: 1300
Income Total Income And Endowments: 670597
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £57,998
Expenditure Charitable Expenditure: £567,917
Expenditure Other: 0
Expenditure Total: 625915
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 77373
Expenditure Depreciation: 814
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -814
Gain Loss Other: 0
Reserves: £254,746
Assets Total Fixed: 1399
Assets Own Use: 1399
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £259,899
Assets Total Liabilities: £5,153
Assets Current Investment: 0
Assets Total Assets And Liabilities: £256,145
Creditors One Year Total Current: 5153
Creditors Falling Due After One Year: 0
Assets Cash: £238,516
Funds Endowment: 0
Funds Unrestricted: 254746
Funds Restricted: 1399
Funds Total: 256145
Count Employees: 3
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

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

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

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

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

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

08 Official extract

Charity Event History

Charity Name: RICHARD SHEPHARD MUSIC FOUNDATION
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2026-02-03T00:00:00
Reason: Removed by application
Assoc Organisation Number: 5139260
Assoc Registered Charity Number: 1183701
Assoc Charity Name: THE JEAN FREEDMAN MUSIC FOUNDATION

Charity Name: RICHARD SHEPHARD MUSIC FOUNDATION
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2020-04-15T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 15 Apr 2020
Charitable Objects: FOR THE PUBLIC BENEFIT, TO ADVANCE THE MUSICAL EDUCATION OF CHILDREN AND YOUNG PEOPLE IN YORKSHIRE AND SUCH OTHER AREAS AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE, BY ENHANCING THE KNOWLEDGE, EXPERIENCE, ENJOYMENT, UNDERSTANDING AND PERFORMANCE OF MUSIC, INCLUDING THROUGH SOME OR ALL OF TUITION, MASTER-CLASSES, EVENTS, CONCERTS, AND THE USE OF ASSISTIVE TECHNOLOGY.
Area Of Benefit: LOCAL

10 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Paying staff

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Volunteer management

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investment

Policy Name: Complaints policy and procedures

Policy Name: Conflicting interests

Policy Name: Investing charity funds policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Social media policy and procedures