CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and Payments Accounts Charily name The Peter Maxwell Davies Trust Charily number lil any) Foi the perlod liom lstari daiel ro lend date) Seclion A Receipts and payments UniestiiciÈd lund5 10 IhÈ nearesi Endowmenl lunds ihe neafe51 Total funds lasi yÈai funds 10 the npofÈSl 10 the neèr¢st 10 Ihe neaiesi A1 Receipis D(wtKins recve(I Sabe of surplus items Contribution to costs Gift Aid tsx clairn 4.940 Royalties 84 s( toiol 84 A2 Ais•t and InvtstnbEni sale5, t¢ iotol ieceipt5 4.940 A3 Pawnents Grants 1,2 TNst88s' expenses Administration 8xpenses 356 1.380 1.360 713 Svb folal A4 ASS•t and Snvoslrnèni pur<hases, et lutolpaymenls 2.560 Nel ¢Jl feceipts/(poyments) 12.4761 AS Iran5ters between fund5 2,560 2,560 1.069 2,560 12,4761 1.069 3,870 A6 Cash lunds lasi ye•f end C05h (uods thff's yeor end 30.731 30,731 28,254 26,860 30.731 28.254 CC16a Mard• 2012: •ew fo¥rn Jwuory 2017
Section B
Statement of assets and liabilities at the end of the period
| B1 cash funds (agree balances B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity's own use BS Liabilities Signed by one or two trustees on behalf of all the trustees |
Details Cash at bank unrestricted funds to the nearest [ 28,254 Restricted funds to the nearest [ Endowment funds to the nearest £ Total casf tunas with receipts and payments account()) 28,254 Details None Details None Details None Details None Signature unrestricted funds to the nearest £ Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Restricted funds to the nearest £ Cost (optional) Cost (optional) Amount due (optional) Print name Endowment funds to the nearest £ Current value (optional) Current value (optional) When due (optional) Date of approval �� l1S'A i§Rovt llll/01/j ~~I~~ ~~1~~. ~~,~~ |
|---|---|
March 2012: new format January 2017
CC16a
Trustees’ Annual Report for the period
From 1 January 2022 To 31 December 2022
Charity name: The Peter Maxwell Davies Trust
Charity registration number: 1171965
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the education of the public in the art of music and in particular the promotion of public education in and appreciation of the life and works of Peter Maxwell Davies. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
2022 was still overshadowed in the performing arts world by the long-term effects of the pandemic. Audiences were significantly down, programming was cautious and tended towards the conservative. This affected the Trust’s activities in several ways, with some plans being cancelled and others remaining in suspense. The Trust’s website was tended and developed by Gabriel Williams at the Royal Academy of Music. It brings requests for information which are dealt with by the trustees. The trustees continue to work with Peter Maxwell Davies’ various publishers, particularly deciding whether to give permission to make new versions of works, agreeing to staged performances and overseeing publication of unpublished works. The trustees supported the trumpet player Lucy Humphris in her project to make a documentary film about the composer’s Litany, to accompany her commercial recording of the work to be released later this year (2023). It is an extremely poetic film capturing the spirit of the Orkneys, where the composer lived and worked for most of his lifetime. It will be added to the website. |
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| The trustees continued to work with the PMD Research Group, founded by one of the trustees, Dr Nicholas Jones of Cardiff University. Several forums were held online during 2022 and the research archive is being steadily enriched. The major recording project for the UK label NMC with the Danish ensemble Athelas remains om hold, but it is hoped that it will be realised in 2023. Denmark was as affected as the UK by the pandemic, which meant that ensembles were not able to rehearse or give public performances for months. The management of Athelas was also reconstituted during this period and discussions are now ongoing with the new artistic director. |
||
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have had regard to the guidance issued by the Charity Commission on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about: SORP reference
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | To preserve the legacy of the composer, through research, recordings and other musical activities in his name. |
| Policy on social investment including program related investment |
Para 1.38 | To fund projects outside London which promote greater musical engagement: Music in unusual places. |
| Contribution made by volunteers |
Para 1.38 | Not applicable |
| Other | Not applicable |
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Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | See ‘Summary of the main activities’ above. These achievements have increased the knowledge and understanding of the public in music and the arts in general and the works of Peter Maxwell Davies in particular and the heritage he left behind and thereby enhanced their cultural well-being. |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set Performance of fundraising Para 1.41 activities against objectives set Investment performance Para 1.41 against objectives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Trust was in a healthy financial position at the end of the year with sufficient funds to meet its anticipated administration costs and prospective grant funding for the foreseeable future. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are not considered necessary. |
| Amount of reserves held | Para 1.22 | £0 |
| Reasons for holding zero reserves |
Para 1.22 | Not considered necessary |
| Details of fund materially in deficit |
Para 1.24 | Not applicable |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | The trustees do not consider that there are any such uncertainties. |
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Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal Para 1.47 sources of funds (including any fundraising) Investment policy and Para 1.46 objectives including any social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Incorporated Organisation |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are selected by the existing trustees |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures Para 1.51 adopted for the induction and training of trustees The charity’s organisational Para 1.51 structure and any wider network with which the charity works Relationship with any related Para 1.51 parties Other
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Reference and Administrative details
| Charity name | The Peter Maxwell Davies Trust |
|---|---|
| Other name the charity uses | The Max Trust |
| Registered charity number | 1171965 |
| Charity’s principal address | 50 Walkerscroft Mead London SE21 8LJ |
Names of the charity trustees who manage the charity
| 1 2 3 4 |
Trustee name | Office (if any) | Dates acted if not **for whole year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Sally Hilary Groves MBE |
Chair | |||
| Sylvia Gowan Junge | ||||
| Christopher Austin | ||||
| Dr Nicholas James Jones |
– Corporate trustees names of the directors at the date the report was approved
Director name Not applicable
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| Not applicable |
Funds held as custodian trustees on behalf of others
Description of the assets Not applicable held in this capacity Name and objects of the Not applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not applicable safe custody and segregation of such assets from the charity’s own assets
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Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Legal | AJ Lutley | Springfield, Rookery Hill, Ashtead KT21 1HY |
| Name of chief executive or names of senior staff members (Optional information) | ||
| Not applicable |
Not applicable
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Not applicable
Other optional information
Not applicable
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Sally Hilary Groves MBE Position (eg Secretary, Chair Chair, etc) Date 20 January 2023
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