THE JULIAN BREAM TRUST
Advancement and promotion for the appreciation and understanding of the art and science of music and musical education.
Objects
THE ADVANCEMENT AND PROMOTION FOR THE PUBLIC BENEFIT OF EDUCATION INAND APPRECIATION AND UNDERSTANDING OF THE ART AND SCIENCE OF MUSIC ANDMUSICAL EDUCATION IN PARTICULAR BUT NOT EXCLUSIVELY BY PROVIDINGSCHOLARSHIPS FOR EXCEPTIONALLY GIFTED STUDENTS OF CLASSICAL GUITAR OR THELUTE FOR ALL OR PART OF THEIR STUDIES OF THESE INSTRUMENTS, EITHER AT THEROYAL COLLEGE OF MUSIC, THE ROYAL ACADEMY OF MUSIC OR THE ROYALWELSH COLLEGE OF MUSIC AND DRAMA AND COMMISSIONING ANDPROMULGATING NEW ORIGINAL MUSICAL COMPOSITIONS FOR THE CLASSICALGUITAR.THE TRUSTEES MUST USE THE INCOME AND MAY USE THE CAPITAL OF THE CHARITY INPROMOTING THE OBJECTS.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £5,111,433, which the trustees consider sufficient to meet annual expenditure and respond to emergency applications. The charity generated a net gain of £31,221 for the year, driven by investment income and gains, despite charitable expenditure exceeding incoming resources from donations and investments.
What the accounts disclose
“It is the policy of the charity to maintain unrestricted funds (free reserves) at a level which, on investment, generates sufficient income to meet annual expenditure and cover management and administration costs and to respond to emergency applications for grants which arise from time to time.” — page 5
“Michael Lewin is Head of Guitar at the Royal Academy of Music. Gary Ryan is Head of Strings and Guitar Professor at the Royal College of Music. John Mills is Guest Tutor for Guitar at the Royal Welsh College of Music and Drama. All three institutions put forward nominees for scholarships from the Trust. These trustees do not take part in the decisions on such awards.” — page 6
Policies the charity declares
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
Structured financials (annual return, FY ending 31/03/2022)
Trustees
- FIONA WALWYN SOUTHEY ROGERS
- Gary Sean Ryan
- John Mills
- MICHAEL DAVID LEWIN
- SUSAN ELIZABETH DE CANDOLE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £125k | £149k |
| 31/03/2024 | £124k | £210k |
| 31/03/2023 | £94k | £59k |
| 31/03/2022 | £4.4m | £52k |
| 31/03/2021 | £4k | £40k |
Common questions
Is THE JULIAN BREAM TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £5,111,433, which the trustees consider sufficient to meet annual expenditure and respond to emergency applications. The charity generated a net gain of £31,221 for the year, driven by investment income and gains, despite charitable expenditure exceeding incoming resources from donations and investments. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MARCHUS TRUST | 3 | £13k |
| DR RADCLIFFE'S TRUST | 2 | £9k |
| THE MAYOR OF LONDON'S FUND FOR YOUNG MUSICIANS | 1 | £391k |
| THE NISBET TRUST | 1 | £335k |
| THE FOYLE FOUNDATION | 1 | £150k |
| JOHN JAMES BRISTOL FOUNDATION | 1 | £137k |
| THE NATIONAL FOUNDATION FOR YOUTH MUSIC | 1 | £102k |
| THE BEAVERBROOK FOUNDATION | 1 | £66k |
Charities like this
- BRISTOL MUSIC TRUST
- BRIGHTON EARLY MUSIC FESTIVAL LIMITED
- EARLY MUSIC AS EDUCATION
- BROMLEY YOUTH MUSIC TRUST
- THE ASSOCIATED BOARD OF THE ROYAL SCHOOLS OF MUSIC
- JOHN ARMITAGE MEMORIAL TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE JULIAN BREAM TRUST | £125k | — | 0 | unclear | — | no doubt |
| BRISTOL MUSIC TRUST | £14.4m | — | — | below | — | no doubt |
| BRIGHTON EARLY MUSIC FESTIVAL LIMITED | £217k | — | 0 | unclear | — | no doubt |
| EARLY MUSIC AS EDUCATION | £137k | — | 0 | within | — | no doubt |
| BROMLEY YOUTH MUSIC TRUST | £1.8m | — | 0 | unclear | — | no doubt |
| THE ASSOCIATED BOARD OF THE ROYAL SCHOOLS OF MUSIC | £50.9m | — | — | unclear | — | no doubt |