CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees, Annual Report for the period From 2025 1 January 2025 Period start date To Period end date 31 December Charity name: The Peter Maxwell Davies Trust Charity registration number: 1171965 Objectives and Activities SORP referen¢e 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 The Trust are mindful that their resources are extremely modest, being the proceeds of the last sale of manuscripts by the late composer to the British Library in 2016. The main focus of the Trust's use of these funds is to establish a permanent legacy of his soundworld by supporting recordings of unrecorded works. and to encourage creative exploration of his work. 2025 has seen intensive pursuance of a major recording centred on A Mirror of Whitening Light and Trojan Games, with some fascination, recently discovered small pieces from various periods of the late composer's life. The recording is in partnership with NMC Recording and will be released in November 2026. The Trust also helped with a recording devoted to unrecorded piano music by Peter Maxwell Davies by Richard Casey for Prima Facie, to be released in 2026. Dimitri Askenazy was collecting funds for his recording of the Clarinet Quintet and Strathclyde Concerto No.4. The Trust gave financial support to this venture in 2023. The recording will be released by Paladino early in 2026. The Trust again asked Gabriel Williams to assume responsibility for the Trust's website, Maxopus, for a fee of £1,000.00 The Trust continued to work closely with the PMD Research Groupon their regular forums. These have fed into the vital ongoing research into the life and music of Peter Maxwell Davies b the two eminent
scholars Dr Nicholas Jones and Dr Richard McGregor. Liaison with the composer's three publishers, in particular the publishing of the newly discovered works and fragments and enquiries about the composerfs music, is frequent and ongoing. The Trustees have had regard to the guidan issued by the Charity Commission on public benefit. 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 ma choose to include further statements where relevant about: referenr To preserve the legacy oof the composer through research, recordings and other musical activities in his name. Para 1.38 Policy on grant making To fund projects outside London which promote greater musical engagement: Music in unusual places. Para 1.38 Policy on social investment including program related investment Not applicable Para 1.38 Contribution made by volunteers Not applicable Other Achievements and Performance SORP reference
Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumStanS of rts beneficiaries and any wider benefits to society as a whole. See 'Summary of main activities: above. Para 1.20 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 enhand their cultural wellbeing. Additional information (optional) You ma choose to include further statements where relevant about: Achievements against objectives set Para 1.41 Perfomance of fundraising activities against objectives set Para 1.41 Investment performance against objectives Para 1.41 Other
Financial Review Review of the charity's financial position at the end of the period Para 1.21 The Trust was in a healthy position at the end of the year with sufficient funds to meet its anticipated administration costs and prospective grant funding for the foreseeable future. Reserves are not considered necessary. Statement explaining the policy for holding reserves statin are held Amount of reserves held Para 1.22 Para 1.22 £0 Reasons for holding zero reserves Para 1.22 Not considered neSSary Details of fund materially in deficit Explanation of any UnrtaIntieS about the charity continuing as a going concern Pala 1.24 Not applicable Para 1.23 The Trustees do not consider that there are any such uncertainties. Additional information (optional) You ma choose to include further statements where relevant about.. The charity's principal sources of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity Para 1.46 Other
Structure, Governance and Management Description of charity's trusts.. Type of governing document P8ra 1.25 Constitution How is the charity constituted? .g unincorporated 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 ma choose to include further statements where relevant about.. Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider network with which the charity works Para 1.51 Relationship wrth any related parties Para 1.51 Other Reference and Administrative details Charit name The Peer Maxwell Davies Trust Other name the chari uses The Max Trust istered chari number 1171965 Charity's principal address 50 Walkerscroft Mead London SE218LJ
Names of the charity trustees who manage the charity Offlce (if any) Dates acted if not for whole ear Trustee name Name of person {or body) entitled oint trustee tfan Sally Hilary Grove MBE Sylvia Gowan Junge Christopher Austin Dr Nicholas James Jones Chair 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re Director name Nota licable ortwasa roved Name of trustees holding title to property belonging to the charity Dates acted If not for whole year Trustee name Nota licable
Funds held as custodian trustees on behalf of others Description of the assets Not applicable held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian Gharity's objects Not applicable Details of arrangements for safe custody and segregation of such assets from the charity's own assets Not applicable Additional information (optional) Names and addresses of advisers (Optional Infomatlon) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information) Exemptions from disclosure ersonnel details Reason for non-disclosure of ke Not applicable Other o tional 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 namels) Position (eg Secretary. Chair, etc) Sally Hilary Groves Chair Date 02.02.2025
CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and payments accounts CC16a For the period from Werioct enci aare To Section A Receipts and payments Unrestricted funds Restricted funds Endowment fund8 Total funds Last year to the n8JT•8t to th• noarost £ to thg ngarejt £ to thg neJr•st £ to tl* nrn9t £ A1 Recelpts ross income or AR) set an (see table). nvestment sa eg, A3 Pa ment8 Grants Trustees gxpenses Adrllinislr8tion expense5 Website 658 250 1,000 1,000 Sub total 1,658 1,250 A4 Asset and investment urchases see table Sub total 1.658 1,658 1.250 Net of receiptsl(payments) A5 Transfer3 between funds A6 Cash funds last year end Cash funds this year end 1.658 1,658 1,250 21.953 21.953 23.816 CCXX R1 accounts {SSI 0210212026
Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest£ Restricted funds to nearest £ Endowment funds to nearest £ Categories Detalls B1 Cash funds Total cash funds 21,953 l*Jre8 b81wh receipts 4nd p8yment5 aoUnt(SI) Agr nl Error Unrestricted funds to nearost £ Agree(ntrnl Error Restricted funds to naarest£ Endowment funds to nearest£ Details B2 Other monetary assets Fund to whlch 9gs•t balon Detalls Cost loptlon•l} Curront lu$ tlonal Fund to whlch asset btlon Curront valu• tlonal Detalls Cost loptlonall B4 Assets retaingd for the charlty'8 own use Fund to whSch relates Amount duo tlonal When due onal Detall8 B5 Llabiliti88 Signed by one or tsvo trustees on behatf of all the trustees Print Name Signature Sall Groves 02.02.2026 CCXX R2 accounts (SSI 0210212026