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← The Tait Memorial Trust

2025-03-31-accounts

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Anne Longden (1926 – 2024)

We dedicate this year's report to the memory of Anne Longden (1926-2024), a cherished Trustee whose unwavering commitment to the arts and boundless kindness profoundly shaped the Tait Memorial Trust. Anne's legacy is a testament to a life devoted to generosity, community, and the support of young artists pursuing their dreams.

Throughout her tenure as Trustee, Anne inspired us all with her deep passion for music and her steadfast dedication to nurturing emerging talent. Her warmth, wisdom, and enthusiasm touched everyone who had the privilege to know her, and her influence will continue to echo in every note played and every artist supported by the Trust.

Anne's presence will be profoundly missed, but her spirit endures, guiding us forward with inspiration and purpose. We honour her remarkable legacy with heartfelt gratitude and a renewed commitment to the values she championed.

Tait Memorial Trust

Trustees’ Annual Report for the Year Ended 31 March 2025

Charity Information

Trustees

Objectives and Activities

The Tait Memorial Trust exists to support and promote the art and science of music, performing arts, and fine arts, focusing on assisting young artists from Australia and New Zealand as they study and build their careers in the United Kingdom. The Trust provides scholarships, bursaries, and awards; fosters performance opportunities; and builds cultural bridges between the UK, Australia, and New Zealand. Its work is made possible by the generous support of Friends, donors, sponsors, and collaborating partners.

In addition to providing financial support and performance opportunities, the Tait Memorial Trust fosters a vibrant community among emerging artists through mentoring, workshops, and networking events. By connecting young artists with established professionals and influential figures in the arts industry, the Trust helps develop essential skills, knowledge, and contacts for sustained artistic success. Through its events and collaborations, the Trust promotes cross-cultural dialogue, enriching the arts landscape and strengthening bonds between Australia, New Zealand, and the United Kingdom.

Achievements and Awards in 2024–2025

A Year of Significant Support

In the year to 31 March 2025, the Trust awarded £67,500 in scholarships and grants to over 30 outstanding young musicians, singers, dancers, and music theatre artists. These awards enabled recipients to undertake advanced studies and pursue professional opportunities at leading UK conservatoires, ballet schools, and ensembles.

A total of £77,500 was planned for distribution in 2024–2025; however, the £10,000 Tait Bonynge Prize was not awarded as the Trust was finalising the award arrangements. This prestigious award will be made available in the next financial year.

2024–2025 Award Recipients

First Name Amount £ Institution / Other Award name Notes
State
Last Name Instrument/Artform
/ NZ
Zhen
(Phoebe)		 5000 Royal College of
Music		 Tait Scholar Left RCM Jan 2025.
Stefan Grant, Horn
assumed
remainder
Xu Oboe NSW
Felix 2000 Royal Academy of
Music		 Isla Baring
Award		 Karelia Quartet
Pascoe violin VIC
Samantha 3000 Guildhall School of
Music & Drama		 White Award
Hargreaves soprano VIC
Megan 2000 Royal Academy of
Music		 Tait Award Karelia Quartet
Yang violin NSW
Emilia 2000 Private Studies John Crisp
Award
Bertolini soprano VIC
James 2500 Royal College of
Music		 White Award
Emerson baritone VIC
Austin 1000 Private Studies Frank & Viola
Tait Award
Haynes countertenor NZ
Cathlyn-
Rose		 2000 Private Studies June Mendoza
Award
McKellar musical theatre NSW
Jessica 3000 Royal Academy of
Music		 White Award
Abrahams Cello NSW
Ella 2000 Royal Academy of
Music		 Thornton
Foundation
Award
Orehek-
Coddington mezzo-soprano NSW
Jack 1000 Guildhall School of
Music & Drama		 Tait Award
Moyer Cello NZ
Su 3000 White Award
National Opera
Choung repetiteur NSW
Studio
Sarah 3000 White Award
National Opera
Winn mezzo-soprano QLD
Studio
Noah Rudd Oboe NZ 8000 Sinfonia Smith
Square		 Tait Sir Charles
Mackerras Chair
Georgia Melville soprano NSW 3000 Royal College of
Music Opera
Studio		 Dr Alastair
Jackson
International
Opera Award		 In collaboration
with the Melba
Trust (Australia)
Rebecca Rolle music theatre QLD 5000 Associated Studios Tait John Frost
Musical Theatre
Bursary
Lyla Levy-Jordan mezzo-soprano Performance
Platform		 Opera Foundation
for Young
Australians		 Opera Holland
Park Award
NSW
Eliza Boom soprano Performance
Platform		 Bel Canto Award -
First Prize		 Joan Sutherland
& Richard
Bonynge
Foundation
NZ
Melissa Gregory mezzo-soprano Performance
Platform		 Bel Canto Award -
Tait Prize		 Joan Sutherland
& Richard
Bonynge
Foundation
QLD
Zai Calliste ballet NSW 3000 English National
Ballet School		 Leanne
Benjamin Award
Jade Johnstone ballet NZ 3000 Rambert School of
Ballet &
Contemporary
Dance		 Leanne
Benjamin Award
Henry Burgess ballet NSW 3500 The Royal Ballet
School		 Leanne
Benjamin Award
Lauren Wycherley ballet NZ 3500 The Royal Ballet
School		 Leanne
Benjamin Award
Tahlia Kirke ballet VIC 3500 The Royal Ballet
School		 Leanne
Benjamin Award
LilySophia Dashwood ballet VIC 3500 The Royal Ballet
School		 Leanne
Benjamin Award
Total
Awards		 67500
Total actually
awarded
Bonynge
Ballet Prize		 10000 Not Awarded
Leanne
Benjamin Award
77500
Totalplanned

Total awarded in 2024–2025: £67,500 Note: £10,000 award planned for the Tait Bonynge Prize was not awarded as award arrangements were still being finalised.

Major Events 2024–2025

1. Lift Up Our Voices

Date: 18 April 2024 Venue: Royal Over-Seas League

Presented by the Gilbert & Sullivan Society and the Tait Memorial Trust, this jubilant gala celebrated the 100th anniversary of the G&S Society and the long-standing ties between the Tait family and the Savoy operas. Devised and compered by Ross Alley, with inspired music direction from Chad Vindin, the concert featured a spirited selection of G&S favourites performed by Tait awardees and distinguished guests.

Artists:

Sponsors: Gilbert & Sullivan Society, Mindberry Financial Summary: Receipts £3,374; Costs £2,749; Net Proceeds £625

Lift Up Our Voices , Royal Over-Seas League. Dr Rodney Foale, Megan Bowen, ??, June Mendoza AO OBE, Isla Baring OAM April 2024

2. ANZAC Commemorative Concert

Date: 26 April 2024

Venue: London Sketch Club

This moving and intimate evening at the London Sketch Club, supported by Tait Committee member Ann Seddon, brought together Friends, Club members, and the public for an evocative tribute to ANZAC Day. The concert featured WWI poetry and readings delivered by renowned actress Joanna McCallum, alongside performances by Tait-supported young artists James Emerson, baritone (VIC); Megan Yang, violin (NSW), and David Meng, piano (NSW). The artwork of Arthur Streeton, war artist, adorned the programme and set the reflective tone for the event.

Artists:

Financial Summary: The event was promoted and ticketed by the London Sketch Club via Eventbrite. The Tait Trust incurred no costs; artist fees were paid directly by the Club.

Anzac Concert, London Sketch Club. Isla Baring OAM, Megan Yang, violin (NSW); David Meng, piano (NSW); James Emerson, baritone (VIC) Joanna McCallum, reader; Ann Seddon. April 2024

3. Century Serenade

Date: 19 June 2024

Venue: Home of Leslie & Peter Macleod-Miller, 3c Carlisle Place, Westminster

Held in a beautiful private home, this elegant salon concert paid heartfelt tribute to June Mendoza AO OBE—celebrated artist and long-time Tait supporter. Performances by Stefan Cassomenos, piano (VIC), and Georgia Lloyd, double bass (QLD) reflected June’s own musical passions and connections, while Friends and guests enjoyed the warmth and generosity of Peter & Leslie Macleod-Miller’s hospitality.

Artists:

Sponsors: Leslie & Peter Macleod-Miller

Financial Summary: Receipts £1,336; Costs £270; Net Proceeds £1,066

Century Serenade , at Peter & Leslie Macleod-Miller’s Stefan Cassomenos, piano (VIC) & Georgia Lloyd, double bass (NSW). June 2024

4. Tait Celestial Winter Prom

Date: 20 November 2024

Venue: St Paul’s Knightsbridge

A highlight of the Tait year, the Celestial Winter Prom was dedicated to the memory of Trustee Anne Longden. Artistically Directed by Ross Alley and Musically Directed by Chad Vindin, the evening featured an impressive array of Tait artists and ensembles, including the Karelia Quartet and the Tait Baroque Ensemble, performing alongside accomplished young soloists from across Australia and New Zealand. From orchestral gems to vocal brilliance, the programme captured

the spirit of celebration and remembrance, with special thanks to all those who made the evening possible.

Tait Baroque Ensemble:

*Members of Karelia Quartet

Soloists:

Programme Compère: Ross Alley

Sponsors: Individual Donors, St Paul’s Knightsbridge

Financial Summary: Receipts £4,515; Costs £2,848; Net Proceeds £1,667

Tait Celestial Winter Prom, St Paul’s Knightsbridge. Chad Vindin, piano (NSW) & Jessica Abrahams, cello (NSW). November 2024

5. Echoes of Eternity

Date: 6 February 2025 Venue: National Liberal Club

This poignant and atmospheric concert, introduced by Ross Alley, was dedicated to the memory of Trustee Shirley Barr. Featuring the acclaimed Seraphim Trio—Anna Goldsworthy (piano, SA), Helen Ayres (violin, VIC), and Tim Nankervis (cello, NSW)—with guest artist Magdalenna Krstevska (clarinet, VIC), the evening included moving works such as Messiaen’s Quartet for the End of Time. Friends, supporters, and the Tait community gathered for music, remembrance, and reflection.

Artists:

Sponsors: Mindberry

Financial Summary: Receipts £2,299; Costs £1,727; Net Proceeds £572

Echoes of Eternity , National Liberal Club. Seraphim Trio with Magdalenna Krstevska, clarinet; Isla Baring OAM and compere, Ross Alley. February 2025

With special thanks to all sponsors, supporters, and participating artists. Ross Alley and Chad Vindin are gratefully acknowledged for their ongoing artistic leadership.

Friends of the Tait Memorial Trust

The Tait Memorial Trust Friends scheme is at the heart of everything we do, providing vital annual support that enables us to nurture the next generation of Australian and New Zealand artists in the UK. Our Friends—whether new supporters or long-standing champions—form a valued community who believe in the transformative power of the arts. Through their generosity at all levels, from TMT Friends to Grainger Patrons and special bequests, they help fund scholarships, performance opportunities, and career development for exceptional young musicians, singers, dancers, and music theatre performers.

Our Friends enjoy a closer relationship with the Trust, with invitations to special concerts, events, and private receptions with awardees and guest artists. We are deeply grateful for this circle of donors, whose collective commitment is crucial to the Trust’s continued success and impact. New Friends are always warmly welcomed; for information on joining, please visit www.taitmemorialtrust.org/friends or contact us directly.

Bequests

Mr John Crisp Mrs Peggy Haim Cavalier Richard Gunter Mrs June Mendoza AO OBE Viola, Lady Tait AM

Tait Grainger Patron £10,000+ Anonymous Est. of Lady Mackerras Mrs Barbara Ross Ms Eugenie White

Tait Sutherland Benefactor £5,000+

Mr Paddy Linaker M. Richard Bonynge AC CBE Mr John Frost AM*

Tait Endowment Patrons £5,000+ Earl Cadogan KBE DL Mrs Karen Goldie-Morrison The Hon Sarah Joiner Mrs Anne Longden Mrs Barbara Ross Mr Michael Whalley OAM

Tait Bonynge Partner £3,000+ The Linbury Trust * Mr David Norman * The Thornton Foundation *

Tait Helpmann Circle £1,000+ Mr Peter Andreae

Mrs Georgie Black The Hon Sarah Joiner Mr Matthew Phillips VEC Acorn Trust

TMT Frank & Viola Friends £500+

Anonymous Mrs Lorraine Buckland Mrs Sandra de Monte Mr Denzil How Mr Anthony Jamison Mrs Ana Stanic

Tait Melba Supporter £250+ Mrs Jacqueline Thompson Mr Damian Walsh

TMT Friends £75+

Mr Julian Agnew Mr David Baillieu Miss Janina Bialoguski Mrs Marjorie Bowden Mrs Jenny Briscoe Mrs Susanna Buckley Mr & Mrs David Butter Mr & Mrs Marcus Clapham Mr Daniel Crowley Mrs Fay Curtin Mr James Coventry Mrs Katherine Coventry Mrs Nikki Coventry Mrs Fay Curtin Miss Leanne Cutler Mrs Meredith Daneman Mr Roger Davenport

Miss Celestine Ekerick Mrs Fiona Hayward Mr Patrick Kennedy Mr Martin Kramer Mrs Wendy Kramer Mr Tim Layton Mrs Pauline Lyle-Smith Mrs Marie-Jan Macleod Miss Joanna McCallum Miss Ellen Moloney Mrs Lisa Orlov Professor Nico Postma Mr Frederick Pyne Dr Kathryn Wark Mrs Sue Whitley Mrs Maria Woodruff

Partners:

Australian High Commission Australian UK Chamber Britain-Australia Society FANZA Royal Over-Seas League Aust. Charity Art Auction Aust. Women’s Club, L’dn The Cook Society

With sincerest thanks:

Royal Over-Seas League Peter & Leslie Macleod-Miller The G&S Society Mindberry St Paul’s Knightsbridge National Liberal Club Ross Alley Chad Vindin

Partners:

Australian High Commission, New Zealand High Commission, Australian UK Chamber, Britain-Australia Society, FANZA, Royal Over-Seas League, Aust. Women’s Club London, Cook Society

Patrons, Committee, Trustees, and Music Board

Chairman: Isla Baring OAM

Founding Patrons:

Dame Joan Sutherland AC OM DBE, Viola, Lady Tait AM, John McCallum AO CBE, Googie Withers AO CBE

Patrons:

Leanne Benjamin AM OBE, Richard Bonynge AC CBE, John Frost AM, Julian Gavin, Piers Lane AO, Danielle de Niese, Ermes de Zan

Trustees:

Isla Baring OAM (Chairman), Justin Baring, Dr Margaret Mayston AM, Matthew Phillips, Susie Thornton, Chad Vindin

Committee:

Lisa Bucknell, Fay Curtin, Meredith Daneman, Kirsty Grace, Wendy Kramer, Sue McGreggor, Gayle McDermott, Barbara Ross, Mel Rendall, Ann Seddon, Jacqueline Thompson, Rosemary Tuck

Music Board:

Ross Alley, Dr Helen Ayres, Isla Baring OAM, Jessica Cottis (Chair), Amy Dickson, Julian Gavin, Jayson Gillham, Dr Leslie Howard, Deborah Humble, Rosemary Tuck, Chad Vindin (Deputy Chair)

The Leanne Benjamin Awards – Ballet & Dance:

Leanne Benjamin AM OBE (Artistic Director & Patron), Meredith Daneman, Isla Baring OAM

Honorary Member: Nicola Downer AM

Administrator: James Hancock

Financial Summary (Year Ended 31 March 2025)

Item 2025 (£) 2024 (£)
Total Receipts £120,455 £118,538
Total Payments £110,881 £130,793
Net Surplus/(Deficit) £9,574 (£12,255)
Year-End Cash Funds £245,684 £236,110
Investment Assets £199,500 £189,500

The Trust finished the year with a net surplus of £9,574, demonstrating a significant improvement over the prior year's deficit.

Looking Forward

Building on a record year of support and the Trust’s ongoing commitment to emerging Australasian talent, the Tait Memorial Trust looks to 2025–2026 with great ambition and renewed purpose.

Key priorities include:

(Australia)—to build lasting pathways for international study, professional mentoring, and performance.

“Through new awards, deeper partnerships, and a focus on mentorship and opportunity, the Trust’s mission remains: to empower the stars of tomorrow and celebrate the shared artistic heritage of Australia, New Zealand, and the UK.” — Isla Baring OAM, Chairman

With the continued support of Friends, donors, and partners, the Tait Memorial Trust looks forward to an even brighter year for the Australasian performing arts community in the United Kingdom.

Approval

This report was approved by the Trustees in July 2025 and signed on their behalf by:

Justin Baring Trustee

Matthew Keith Phillips Trustee

End of Report

Unveiling of portrait of our Chairman, Isla Baring OAM by Tait Patron, June Mendoza AO OBE at the Mall Galleries. May 2024

In Memory of June Mendoza AO OBE (1924–2024)

We are deeply saddened by the death of our beloved friend and Patron, June Mendoza AO OBE. A world-renowned portrait artist and lifelong supporter of the arts, June brought exceptional generosity, warmth, and dedication to the Tait Memorial Trust. Her artistry captured the spirit of generations, portraying royalty, public figures, and personalities with empathy and grace.

As a Patron, June was more than a name—she was a guiding presence. Her encouragement, creativity, and unwavering belief in the Trust's mission left a profound impact on our community. Her legacy will continue to inspire the young artists we support.

With deepest gratitude,

Isla Baring OAM Chairman The Tait Memorial Trust

THE TAIT MEMORIAL TRUST

(Registered Charity No: 1042797)

ACCOUNTS

FOR THE YEAR ENDED 31 MARCH 2025

Page 1

THE TAIT MEMORIAL TRUST

TRUSTEES' REPORT

The trustees submit their report together with the accounts, which have been prepared on the receipts and payments basis, for the year ended 31 March 2025.

The trust was formed on 5 May 1993 and its principal object is to encourage and promote for the public benefit the art and science of music, the performing arts and fine arts and to educate the public in the United Kingdom therein, by all charitable means.

The trust was registered as a charity on 14 December 1994 and the charity registration number is 1042797.

RESULTS FOR THE YEAR

Details of receipts and payments arising during the year ended 31 March 2025 are shown on page 3 of the accounts.

TRUSTEES

The trustees who served during the period were as follows:

Isla Baring OAM - Chairman Justin Baring Dr Margaret Mayston AM (appointed 1 September 2024) Anne Longdon (resigned 1 September 2024) Matthew Keith Phillips Susan Thornton Chad Vindin (appointed 1 September 2024)

TRUSTEES' STATEMENT OF RESPONSIBILITIES

The trustees are required to present accounts for each accounting period, which give a true and fair view of the state of affairs of the Trust as at the end of the period and of the receipts and payments for that period. In preparing the accounts the trustees are required to apply suitable accounting policies consistently and to make reasonable and prudent judgments and estimates. The accounts have to be prepared on the going concern basis unless it is inappropriate to presume that the Trust will continue its activities. The trustees are also responsible for maintaining proper accounting records which disclose with reasonable accuracy, the financial position of the Trust at any time. They are also responsible for safeguarding the assets of the Trust and for preventing and detecting fraud and other irregularities.

Flat 4 80 Elm Park Gardens London SW10 9DP 28 August 2025

By Order of the Board (LA AA Chad Vindin Trustee

Page 2

INDEPENDENT EXAMINER'S REPORT ON THE ACCOUNTS TO THE TRUSTEES OF THE TAIT MEMORIAL TRUST

Charity registration number is 1042797

ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2025 SET OUT ON PAGES 3 TO 8

RESPECTIVE RESPONSIBILITIES OF TRUSTEES AND EXAMINER

The charity's trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.

It is my responsibility to:

BASIS OF INDEPENDENT EXAMINER'S STATEMENT

My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

INDEPENDENT EXAMINER'S STATEMENT

In connection with my examination, no matter has come to my attention,

  1. which gives me reasonable cause to believe that in, any material respect, the requirements:

  2. to keep accounting records in accordance with section 130 of the Charities Act; and

  3. to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been met; or

  4. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Compton House 20(a) Selsdon Road South Croydon Surrey CR2 6PA 28 August 2025

P G Thakrar ACA HAMPTANS LIMITED Chartered Accountants

Page 3

THE TAIT MEMORIAL TRUST RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 31 MARCH 2025

Notes
RECEIPTS:
Events - gross receipts
Friends - subscriptions and donations
Friends - subscriptions and donations
Friends - endowment donation
Donation
Gift Aid
Donations - unrestricted
Just Giving
M & G Investments - Distribution
Interest received
Tait Sir Charles Mackerras Chair - Est of Lady Mackerras (annual credit)
Total receipts
PAYMENTS:
Events - gross payments
Instrumental and Singing Lessons / Course fees /
Awards / Sponsorship
TERF donation reanalysis
Clerical and administrative services
Printing, stationery and postage (including event expenditure)
Accountancy
Just giving fees
Subscriptions
Website, computer and software
Sundries
Travel
Bank charges
Total payments
NET OF RECEIPTS/(PAYMENTS) FOR THE YEAR
4
CASH FUNDS LAST YEAR END
CASH FUNDS THIS YEAR END
£		 Unrestricted
Funds
2025
£
11,524
43,947
9,275
38,497
62
12,064
86
5,000
120,455
7,944
76,068
0
16,491
1,137
2,640
216
660
1,242
286
77
60
106,821
13,634
185,392

199,026
£		 Restricted
Funds
2025
£
5,000
0
0
0
(5,000)
0
4,000
60
4,060
(4,060)
41,169

37,109
£		 Emergency
Funds
2025
£
0
0
0
0
9,549

9,549
£		 Total
2025
£
11,524
43,947
5,000
0
0
9,275
38,497
62
12,064
86
0
120,455
7,944
80,068
0
16,491
1,137
2,640
216
660
1,242
286
77
120
110,881
9,574
236,110

245,684 £		 2024
£
19,312
23,668
8,250
5,000
5,000
15,600
28,650
70
12,871
117
0
118,538
18,274
89,884
0
16,380
1,150
2,370
216
842
1,191
36
25
425
130,793
(12,255)
248,365
236,110

The notes on pages 6 to 8 form part of these accounts.

Page 4

THE TAIT MEMORIAL TRUST RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 31 MARCH 2025

Notes
RECEIPTS
Friends - subscriptions and donations
Gift Aid
Donation
Donations - restricted funds
Endowment donation - restricted funds
Donations - unrestricted funds
Sponsors - restricted funds
Just Giving
M & G Investments - Distribution
Interest received
Lift up your Voices - 18.4.24
Century Serenade - 19.6.24
Tait Celestial Winter Proms - 20.11.24
Echoes of Eternity - 6.2.25
Tait Sir Charles Mackerras Chair - Est of Lady Mackerras (annual credit)
PAYMENTS
Instrumental and Singing Lessons / Course fees / Awards/ Sponsorship
TERF donation reanalysis
Clerical and administrative services
Printing, stationery and postage (including event expenditure)
Accountancy
Just giving fees
Subscriptions
Website, computer and software
Bank charges
Sundries
Travel
Events
EXCESS RECEIPTS/(PAYMENTS) - carried forward (page 3)		 Total
£
43,947
9,275
0
5,000
0
38,497
0
62
12,064
86
3,374
1,336
4,515
2,299
0
120,455
80,068
0
16,491
1,137
2,640
216
660
1,242
120
286
77
7,944
110,881
9,574		 Unrestricted
43,947
9,275
0
38,497
62
12,064
86
5,000		 Restricted
0
0
5,000
0
0
0
(5,000)		 Restricted-
Emergency		 Events
subtotal
£
0
0
0
0
0
0
0
0
0
0
3,374
1,336
4,515
2,299
0		 L ift up your
Voices
18.4.24
£
0
0
0
0
0
0
0
0
0
0
3,374
0
0
0
0		 ift up your
Voices
18.4.24
£
0
0
0
0
0
0
0
0
0
0
3,374
0
0
0
0		 Century
Serenade
19.6.24
£
0
0
0
0
0
0
0
0
0
0
0
1,336
0
0
0		 Century
Serenade
19.6.24
£
0
0
0
0
0
0
0
0
0
0
0
1,336
0
0
0		 Tait
Celestial
Winter
Prom
20.11.24
£
0
0
0
0
0
0
0
0
0
0
0
0
4,515
0
0		 Echoes of
Eternity
6.2.25
£
0
0
0
0
0
0
0
0
0
0
0
0
0
2,299
0		 Echoes of
Eternity
6.2.25
£
0
0
0
0
0
0
0
0
0
0
0
0
0
2,299
0		 John
Rendall
23.1.24
£
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
108,931 0 0 11,524 3,374 1,336 4,515 2,299 0
76,068
0
16,491
1,137
2,640
216
660
1,242
60
286
77
0		 4,000
60		 0 0
0
0
0
0
0
0
0
0
0
0
7,944		 0
0
0
0
0
0
0
0
0
0
0
2,749		 0
0
0
0
0
0
0
0
0
0
0
270		 0
0
0
0
0
0
0
0
0
0
0
2,848		 0
0
0
0
0
0
0
0
0
0
0
1,727		 0
0
0
0
0
0
0
0
0
0
0
350
98,877 4,060 0 7,944 2,749 270 2,848 1,727 350
10,054 (4,060) 0 3,580 625 1,066 1,667 572 (350)

The notes on pages 6 to 8 form part of these accounts.

Page 5

Page 5
THE TAIT MEMORIAL TRUST THE TAIT MEMORIAL TRUST
STATEMENT OF ASSETS AND LIABILITIES STATEMENT OF ASSETS AND LIABILITIES
AS AT 31 MARCH 2025 AS AT 31 MARCH 2025
Unrestricted Restricted Emergency
Funds Funds Funds Total
Notes 2025 2025 2025 2025 2024
£ £ £ £ £
CASH FUNDS:
Bank current account 39,842 5,820 0 45,662 46,088
INVESTMENT ASSETS:
M & G Investments:
Charifund - Equities Investment Fund for Charities (Income) - 13,655.927 units Charifund - Equities Investment Fund for Charities (Income) - 13,655.927 units
(2024: 1300.700 units), (market value as at 31.3.25 - £ 207,337.94) 189,500 10,000 0 199,500 189,500
Investment equalisation allocation (30,838) 21,289 9,549 0 0
Subtotal 158,662 31,289 9,549 199,500 189,500
ASSETS RETAINED FOR CHARITY'S OWN USE
Office equipment - cost b/fwd £522. Additions during year
form part of payments 522 0 0 522 522
NET ASSETS £ 199,026 £ 37,109 £ 9,549 £ 245,684 £ 236,110
Represented by:
RESERVES
Reserves 4 199,026 37,109 9,549 245,684 236,110
£ 199,026 £ 37,109 £ 9,549 £ 245,684 £ 236,110

These accounts were approved by the trustees on 28 August 2025 and signed on their behalf. a _____ Isla Baring OAM Trustee and Chairman VLA _______ Chad Vindin AK. Trustee

The notes on pages 6 to 8 form part of these accounts.

Page 6

THE TAIT MEMORIAL TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2025

1. ACCOUNTING POLICIES

Income

Revenue is accounted on a receipts and payments basis.

Investments

Investments are stated at cost unless, in the opinion of the trustees, there has been a permanent diminution in value.

2. THE TRUST

The trust was formed on 5 May 1993 and its principal object is to encourage and promote for the public benefit the art and science of music, the performing arts and fine arts and to educate the public in the United Kingdom therein, by all charitable means.

The trust was registered as a charity on 14 December 1994 and the charity registration number is 1042797.

3. STAFF COSTS

The Trust is being entirely operated by trustees and volunteers without any kind of remuneration or benefit.

4. RESERVES
At 1 April 2024
Excess of receipts over payments for the year
At 31 March 2025		 £
£
236,110
248,365
9,574
(12,255)
245,684
£
236,110		 £
248,365
(12,255)

5. M&G CHARIFUND INVESTMENT

The Trustees have designated the M&G Charifund investment as a long-term capital reserve. Only the income generated from this investment is used to supplement the Awards Fund. The capital is not available for expenditure except by explicit Trustee resolution. This reserve is not a permanent endowment and is not subject to Charity Commission endowment restrictions. As at 31 March 2025, the Trust holds no permanent endowment funds

5. CAPITAL COMMITMENTS

At 31 March 2025 there were no capital commitments (2024: None).

only

Page 7

NOTES TO THE ACCOUNTS (For management purposes only) FOR THE YEAR ENDED 31 MARCH 2025

THE TAIT MEMORIAL TRUST

6. INSTRUMENTAL AND SINGING LESSONS / COURSE FEES / AWARDS / SPONSORSHIP

Student/recepient Art Form Institution/ Purpose
Lotte Betts-Dean VIC mezzo soprano Recording project
Ava Eie NZ ballet Royal Ballet School
India Quambusch NSW ballet Royal Ballet School
Ava Eie NZ ballet Royal Ballet School
Michelle Ryan NSW soprano Private Studies
Zai Calliste QLD ballet English National Ballet School
Rebecca Rolle NSW musical theatre Associated Studios
Austin Haynes NZ counter tenor Private Studies
Cathlyn-Rose McKellar NSW musical theatre Private Studies
Jack Moyer NZ cello Guildhall School of Music & Drama
Ella Orehek-Coddington NSW mezzo-soprano Royal Academy of Music
Emilia Bertolini VIC soprano Private Studies
Felix Pascoe VIC violin Royal Academy of Music
Sarah Winn QLD mezzo soprano National Opera Studio
Su Choung NSW pianist National Opera Studio
Jade Johnstone NZ ballet - dance Contemporary Dance
Megan Yang NSW violin Royal Academy of Music
Jessica Abrahams NSW cello Royal Academy of Music
Henry Burgess NSW ballet Royal Ballet School
LilySophia Dashwood QLD ballet Royal Ballet School
Lauren Wycherley NZ ballet Royal Ballet School
Tahlia Kirke VIC ballet Royal Ballet School
Phoebe Xu NSW oboe Royal College of Music
Georgia Melville NSW soprano Royal College of Music
James Emerson VIC baritone Royal College of Music
Samantha Hargreaves VIC soprano Guildhall School of Music & Drama
Hamish James NSW tenor Private Studies
Zai Calliste QLD ballet English National Ballet School
Noah Rudd NZ oboe Sinfonia Smith Square
Stefan Grant NSW * french horn Royal College of Music
Zai Calliste QLD ballet English National Ballet School
Zai Calliste QLD ballet English National Ballet School
Award type
Donor
Date
Rest Fund - Awds2019-2020 - Eugénie White Award
Eugénie White
24/05/2024
Leanne Benjamin Award - RBS Summer School - SumSch 202Tait Memorial Trust
05/04/2024
Leanne Benjamin Award - RBS Summer School - SumSch 202Tait Memorial Trust
05/04/2024
Refund from RBS for Summer School re Ava Eie
22/07/2024
Tait Award 2022 - Paypal payment
Tait Memorial Trust
29/05/2024
Leanne Benjamin Award 2023 - Refund ballet clothing - paidTait Memorial Trust
04/09/2024
Tait John Frost Bursary
John Frost AM
02/10/2024
Eugénie White Award
Eugénie White
02/10/2024
June Mendoza Award
Est. of June Mendoza
02/10/2024
Tait Award
Tait Memorial Trust
02/10/2024
Thornton Foundation Award
Thornton Foundation
02/10/2024
John Crisp Award
Est. of John Crisp
02/10/2024
Isla Baring OAM Award
Isla Baring OAM
02/10/2024
Eugénie White Award
Eugénie White Award
02/10/2024
Eugénie White Award
Eugénie White Award
02/10/2024
Leanne Benjamin Award
Tait Memorial Trust
02/10/2024
Tait Award £2,000
Tait Memorial Trust
02/10/2024
Eugénie White Award £3,000
Eugénie White
02/10/2024
Leanne Benjamin Award x £3500 each
Tait Memorial Trust
02/10/2024
Leanne Benjamin Award x £3,500 each
Tait Memorial Trust
02/10/2024
Leanne Benjamin Award x £3,500 each
Tait Memorial Trust
02/10/2024
Leanne Benjamin Award x £3,500 each
Tait Memorial Trust
02/10/2024
Isla Baring OAM Award £5,000
Isla Baring OAM
02/10/2024
Alastair Jackson Award £3,000
Tait Memorial Trust
02/10/2024
Eugénie White Award £2,500
Eugénie White
02/10/2024
Eugénie White Award
Eugénie White
02/10/2024
Tait Award 2022 - final payment
Tait Memorial Trust
07/10/2024
Leanne Benjamin Award 2023 - ballet clothing
Tait Memorial Trust
05/12/2024
Sir Charles Mackerras Chair Award
Tait & Est. Lady Mackerras
19/03/2025
Tait Scholar
Julian Baring Family
19/03/2025
Leanne Benjamin Award 2023 to pay ENBS inv 17858
Tait Memorial Trust
31/03/2025
Leanne Benjamin Award 2023 to pay ENBS inv 17981
Tait Memorial Trust
31/03/2025
£		 Total
£

80,068
£		 Unrestricted
Funds
£
1,900.00
1,900.00
(2,850.00)
2,000.00
378.79
5,000.00
1,000.00
2,000.00
1,000.00
2,000.00
2,000.00
2,000.00
3,000.00
3,000.00
3,000.00
2,000.00
3,000.00
3,500.00
3,500.00
3,500.00
3,500.00
5,000.00
3,000.00
2,500.00
3,000.00
1,150.00
414.00
8,000.00
5,000.00
1,575.00
100.00

76,068
£		 Restricted
Funds
£
4,000.00

4,000
£		 Emergency
Fund
£
0