THE DAVID MORGAN MUSIC TRUST
To provide financial help to further the musical education of children within the district of Bromsgrove
Objects
(I) TO ADVANCE THE EDUCATION OF CHILDREN AND YOUNG PERSONS BY THE PROVISION OF BURSARSHIPS OR SCHOLARSHIPS OR WORKSHOPS TO ENABLE THOSE IN FULL-TIME EDUCATION TO STUDY MUSIC IN PARTICULAR BUT NOT EXCLUSIVELY WITHIN THE DISTRICT COUNCIL OF BROMSGROVE IN THE COUNTY OF WORCESTER; AND(II) TO FOSTER AND PROMOTE FOR THE BENEFIT OF CHILDREN AND YOUNG PERSONS IN THE DISTRICT COUNCIL OF BROMSGROVE THE ADVANCEMENT AND IMPROVEMENT OF GENERAL EDUCATION IN THE ART OF MUSIC AND THE DEVELOPMENT OF PUBLIC APPRECIATION OF MUSIC.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds totalled £340,287 at the year end, representing net assets primarily held in listed investments. The charity reported a net decrease in funds of £8,527 for the year, driven by charitable expenditure exceeding incoming resources. All funds are unrestricted and available for the main charitable objectives with no stated policy target for reserves.
What the accounts disclose
Policies the charity declares
- Investment
- Paying staff
Trustees
- MRS Paula KELLY-EDWARDSchair
- ANITA PORTER
- Jack Martin
- James Christopher Hawthorn
- john steven cowperthwaite
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/05/2025 | £31k | £37k |
| 31/05/2024 | £39k | £32k |
| 31/05/2023 | £12k | £30k |
| 31/05/2022 | £13k | £26k |
| 31/05/2021 | £15k | £15k |
Common questions
Is THE DAVID MORGAN MUSIC TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds totalled £340,287 at the year end, representing net assets primarily held in listed investments. The charity reported a net decrease in funds of £8,527 for the year, driven by charitable expenditure exceeding incoming resources. All funds are unrestricted and available for the main charitable objectives with no stated policy target for reserves. Its FY2025 accounts were independently examined.