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2025-04-05-accounts

Docusign Envelope ID: 2ABE6E97-595F-4B91-AC02-C9C149B741F3

Dimitri Tiomkin Music (Charity Commission No 1173162) (Company No 10415487)

Trustees’ Annual Report and Financial Statements for the year ended 5 April 2025

Docusign Envelope ID: 2ABE6E97-595F-4B91-AC02-C9C149B741F3

Dimitri Tiomkin Music

Trustees’ Annual Report for the year ended 5 April 2025

Contents Page
Trustees Annual Report and Statement of Directors’ and Trustees’ Responsibilities 2 - 5
Independent Examiner’s Report to the Trustees 6
Statement of Financial Activities 7
Balance Sheet 8
Notes to the Financial Statements 9 - 13

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Docusign Envelope ID: 2ABE6E97-595F-4B91-AC02-C9C149B741F3

Dimitri Tiomkin Music Trustees’ Annual Report for the year ended 5 April 2025

The Trustees (who are the directors of the charitable company ("the charity") for the purposes of the Companies Act 2006) present their report and the financial statements of the charity for the year ended 5 April 2025.

Objectives and Activities

The objectives of Dimitri Tiomkin Music, as set out in the Articles of Association, are to promote, advance, improve, restore, develop and maintain for the benefit of the public its education in, and appreciation of, music by the late Dimitri Tiomkin by any means that the Trustees decide to adopt in their full discretion, and to advance such charitable purposes as the Trustees see fit from time to time.

Dimitri Tiomkin Music was formed in October 2016.

Public Benefit

In pursuit of the charitable objects as set out above, the trustees have considered the Charity Commission’s guidance on public benefit to ensure that all activities meet this requirement.

The Charity has furthered its charitable purposes for the public benefit during the period covered by this Annual Report through donations to the Film Music Foundation which aim to support charitable work in the advancement of education in the music by the late Dimitri Tiomkin.

Achievements and Performance

The charity supports its main aim to promote, advance, improve, restore, develop and maintain for the public benefit and education the appreciation of the music of the late composer Dimitri Tiomkin. The charity has an agreement with the Film Music Foundation to further this aim.

Payments totaling £nil (2024: £65,000) were made during the year.

The Cazenove Investment Portfolio targets a total return objective of inflation plus 4% over the long term (rolling 10 years). In 2025 the net annual return was (1.1%). The trustees continue to review the performance and are invested for the long term.

Financial Review

The statement of financial activities shows net loss for the year of £(25,610) (2024: gain of £96,847), reflecting a total return distribution of £79,465, bank interest of £4,186, donations of £15,857 and expenditure of £21,828. The net income for the year includes a loss of £(103,290) (2024: gain of £96,360) on investments in the year.

Reserves Policy

The reserves of the Charity are made up of an Unrestricted Reserve. It is the policy of the Charity to maintain a level of funds, which are unrestricted, at a level sufficient to cover its donations and costs. The Unrestricted Reserve stood at £2,008,853 at 5 April 2025 (at 5 April 2024: £2,034,463).

Investment Policy

Cazenove Capital provide Discretionary Investment Management Services to the Charitable Company. The Portfolio is invested in the Charity Multi-Asset Fund (CMAF), targets a total return objective of inflation plus 4% over the long term (rolling 10 years). The Fund also targets a 4% p.a. distribution, paid 1% per quarter.

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Docusign Envelope ID: 2ABE6E97-595F-4B91-AC02-C9C149B741F3

Dimitri Tiomkin Music Trustees’ Annual Report for the year ended 5 April 2025

The Fund adopts an unconstrained approach with no explicit negative screening. ESG factors are integrated into the investment process. The portfolio has a long-term investment horizon, the Trustees accept the portfolio will have to take a certain degree of investment risk (medium-to-high) to achieve its investment objective.

The time horizon for the Portfolio is long term (longer than 10 years), as the charity seeks to exist in perpetuity. The Portfolio performance is reviewed on a regular basis.

Plans for Future Periods

The time horizon for the Investment Portfolio is 10 years, the Portfolio performance is reviewed on a regular basis.

Structure, Governance and Management

Governing Document The principal governing document is the Articles dated 7 October 2016. Appointment of Trustees The power to appoint new trustees rests with the trustees. The trustees, who are also company directors for company law purposes, are appointed by ordinary resolution or as set out in s.22 of the Articles. Investment Powers The Charity has wide powers of investment.

Management and Control:

The charity is controlled by the trustees, who are currently:

Olivia Cynthia Sholto Douglas Diana Elizabeth McDowell Amelia Thornton

Day to day administration of the charity is delegated to Charles Russell Speechlys LLP.

3

Docusign Envelope ID: 2ABE6E97-595F-4B91-AC02-C9C149B741F3

Dimitri Tiomkin Music Trustees’ Annual Report for the year ended 5 April 2025

Reference and Administrative Details

Name of Charity Dimitri Tiomkin Music
Charity No. 1173162
Company No. 10415487
Trustees: Olivia Cynthia Douglas
Diana Elizabeth McDowell
Amelia Thornton
Principal Office Address: Charles Russell Speechlys LLP
5 Fleet Place
London
EC4M 7RD
Investment Managers: Cazenove Capital
Schroder & Co. Limited
1 London Wall Place
London
EC2Y 5AU
Independent examiners: Neil Hitchings FCA
Francis Clark LLP
Centenary House
Peninsula Park
Rydon Lane
Exeter
EX2 7XE

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Docusign Envelope ID: 2ABE6E97-595F-4B91-AC02-C9C149B741F3

Dimitri Tiomkin Music Trustees’ Annual Report for the year ended 5 April 2025

Statement of Trustees’ responsibilities

The Trustees are responsible for preparing the Trustees’ Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England & Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the trustees are required to:

The Trustees are responsible for keeping accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Signed: (A DocuSigned by:

27 November 2025

Date: …………………

Amelia Thornton

On behalf of the Trustees

5

Docusign Envelope ID: 2ABE6E97-595F-4B91-AC02-C9C149B741F3

Dimitri Tiomkin Music

Independent Examiner’s Report to the Members of Dimitri Tiomkin Music for the year ended 5 April 2025

I report on the charity trustees on my examination of the accounts of the Charity for the year ended 5 April 2025.

Responsibilities and basis of report

As the charity’s trustees of the Charity (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (‘the 2006 Act’).

Having satisfied myself that the accounts of the Charity are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.

Independent examiner’s statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Charity as required by section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a ‘true and fair view which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

FitSigned999771DCB5C24BA...bitchingsby:

………………………………………… Neil Hitchings FCA Francis Clark LLP

Centenary House Peninsula Park Rydon Lane EXETER EX2 7XE

Date 28 November 2025

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Docusign Envelope ID: 2ABE6E97-595F-4B91-AC02-C9C149B741F3

Dimitri Tiomkin Music

Statement of Financial Activities (incorporating Income and Expenditure account) for the year ended 5 April 2025

2025 2024
Unrestricted Total Unrestricted Total
Funds Funds
Note £ £ £ £
Income:
Donations and legacies 2 15,857 15,857 - -
Investments
-
Bank Interest
4,186 4,186 3,113 3,113
-
Investment Income
3 79,465 79,465 79,724 79,724
–––—— –––—— –––—— ––––——
Total income 99,508 99,508 82,837 82,837
––––—— ––––—— –––—— ––––——
Expenditure Charitable activities:
-
Grants and
- - 65,000 65,000
donations payable
-
Administration
3,703 3,703 3,369 3,369
-
Insurance
- - 389 389
-
Property expenses
- - - -
-
Legal & Professional
18,125 18,125 13,592 13,592
Fees
-
Bank Charges
- - - -
––––—— ––––—— ––––—— ––––——
Total expenditure 4 21,828 21,828 82,350 82,350
––––—— ––––—— ––––—— ––––——
Net income/(expenditure)
before net gains/(losses) on 77,680 77,680 487 487
investments
Net gains/(losses) on Investments (103,290) (103,290) 96,360 96,360
––––—— ––––—— ––––—— ––––——
Net income/(expenditure) (25,610) (25,610) 96,847 96,847
Transfer between funds - - - -
––––—— ––––—— ––––—— ––––——
Net movement in funds (25,610) (25,610) 96,847 96,847
Reconciliation of funds
Total funds brought forward 2,034,463 2,034,463 1,937,616 1,937,616
––––—— ––––—— ––––—— ––––——
Total funds carried forward 11 2,008,853 2,008,853 2,034,463 2,034,463
══════ ══════ ══════ ══════

7

Docusign Envelope ID: 2ABE6E97-595F-4B91-AC02-C9C149B741F3

Dimitri Tiomkin Music

Balance Sheet for the year ended 5 April 2025 (company no. 10415487)

2025 2024
Total Total
Note £ £
Fixed assets
Investments at market value 5 1,906,302 1,947,530
Investment property 6 70,000 70,000
Investment in subsidiary 7 4,743 -
––––—— ––––——
1,981,045 2,017,530
Current assets
Cash at Bank - -
Other Debtors - -
Prepayments - -
Accrued Income 31,005 20,022
––––—— ––––——
31,005 20,022
Liabilities
Creditors: amounts falling due within one year
Trade Creditors 947 839
Accruals 2,250 2,250
––––—— ––––——
3,197 3,089
––––—— ––––——
Net current assets 27,808 16,933
––––—— ––––——
Net assets 2,008,853 2,034,463
══════ ══════
Allocation of the charity net assets:
Unrestricted income funds 2,008,853 2,034,463
––––—— ––––——
Total charity funds 2,008,853 2,034,463
══════ ══════

The trustees are satisfied that the charity is entitled to exemption from the provisions of the Companies Act 2006 (the Act) relating to the audit of the financial statements for the year by virtue of section 477, and that no member or members have requested an audit pursuant to section 476 of the Act.

The trustees acknowledge their responsibilities for:

These financial statements have been prepared in accordance with the special provisions for small companies under Part 15 of the Companies Act 2006.

27 November 2025

Approved by the Trustees on …………….. and signed on their behalf by

Amelia Thornton Trustee

8

Docusign Envelope ID: 2ABE6E97-595F-4B91-AC02-C9C149B741F3

Dimitri Tiomkin Music

Notes to the financial statements for the year ended 5 April 2025

1. Accounting Policies

a. Basis of preparation

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) – (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies act 2006. There are no material departures from FRS 102.

The Charity is incorporated as a company limited by guarantee and meets the definition of a public benefit entity under FRS102. Further details are given in the Reference and Administrative Details section of the Trustees report.

The financial statements have been prepared on a going concern basis and the Trustees are not aware of any material uncertainties that would cast doubt on the Charity’s ability to continue as a going concern.

The accounts are prepared in Sterling, which is the functional currency. Monetary amounts in these financial statements are rounded to the nearest £.

The accounts have been prepared under the historical cost convention as modified by the revaluation of investments including investment property.

b. Fund accounting

Unrestricted funds represent the income arising from any gifts made to the charity as additions, rental income received and bank interest. The Charity has no other funds.

c. Income

Income is included in the Statement of Financial Activities when the charity has entitlement, and the amount can be qualified with reasonable accuracy.

Donated assets are recognised at the estimated market value at the date of the gift.

d. Investments

Investments in securities are included in the financial statements at their market value (based on quoted prices or similar) at the balance sheet date.

Donated Investment property was initially included in the financial statements at estimated market value at the date of gift. It is subsequently carried at fair value at each balance sheet date, as estimated by the Trustees, with changes in fair value recognised through the statement of financial activities.

Investments in subsidiaries are measured at market value.

9

Docusign Envelope ID: 2ABE6E97-595F-4B91-AC02-C9C149B741F3

Dimitri Tiomkin Music

Notes to the financial statements for the year ended 5 April 2025

1. Accounting Policies (continued)

e. Expenditure

All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category.

Grants payable are payments made to third parties in the furtherance of the charitable activities of the Charity. Grants are accounted for when the trustees have agreed to pay the grant without condition.

Governance costs are those relating to the governance arrangements of the charity, which relate to the meeting the financial reporting, audit, and other statutory obligations of the charity, as opposed to those costs associated with fundraising or charitable activity.

f. Realised gains and losses

All gains and losses are taken to the Statement of Financial Activities as they arise. Realised gains and losses on investments are calculated as the difference between sales proceeds and their opening carrying value or their purchase value if acquired subsequent to the first day of financial year. Unrealised gains and losses are calculated as the difference between the fair value at the year end and their carrying value. Realised and unrealised investment gains and losses are combined in the Statement of Financial Activities.

g. Debtors

Trade and other debtors are recognised at the settlement account due after any discount offered. Prepayments are valued at the amount prepaid after taking account of any discounts offered.

h. Cash and cash equivalents

Cash and cash equivalents include cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

i. Creditors and provisions

Creditors and provisions are recognised when the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably.

2. Donation income

. Donation income
Donation in kind 2025
Unrestricted
Funds
£
15,857
15,857
Total
2025
£
15,857
15,857
Total
2024
£
-
-

During the year the charity received a donation in kind from a Trustee with a market value of £15,857 (2024: £nil) which have been classified as unrestricted funds.

10

Docusign Envelope ID: 2ABE6E97-595F-4B91-AC02-C9C149B741F3

Dimitri Tiomkin Music

Notes to the financial statements for the year ended 5 April 2025

3. Investment Income

Dividends
4. Expenditure on charitable activities
Expenditure on charitable activities includes:-
Grants payable
Other donations
Investment managers fees
Governance costs
-
Independent Examination/Audit and accountancy
5.
Fixed asset investments
Market value at 6 April 2024
Additions
Disposals
Net investment gains/(losses)
Market value at 5 April 2025
Investments in the UK (excluding cash)
Investments outside the UK
6. Investment property
Market value at 6 April 2024
Additions
Disposals
Market value at 5 April 2025
2025
Unrestricted
Funds
Total
2025
Total
2024
£
£
£
79,465
79,465
79,724
79,465
79,465
79,724
2025
2024
£
£
-
65,000
-
-
3,703
3,369

2,250
2,595
══════
══════
2025
2024
£
£
1,947,530
1,849,914
62,062
1,256
-
-
(103,290)
96,360
––––——
––––——
1,906,302
1,947,530
══════
══════
329,611
298,506
══════
══════
1,458,868
1,599,108
══════
══════
2025
2024
£
£
70,000
70,000
-
-
-
-
––––——
––––——
70,000
70,000
══════
══════
Total
2024
£
79,724
79,724

11

Docusign Envelope ID: 2ABE6E97-595F-4B91-AC02-C9C149B741F3

Dimitri Tiomkin Music

Notes to the financial statements for the year ended 5 April 2025

7. Subsidiary Undertaking

With effect from December 2024 one of the trustees, Olivia Douglas, transferred her shares in Volta Music Corporation (a US California Corporation) to the charity and it is now wholly owned by the charity. Volta Music Corporation owns the intellectual property in Dimitri Tiomkin’s compositions and royalties flow to this company.

8. Related Parties

Donations of assets valued at £11,114 and interest in a US company valued at £4,743 were received from one trustee during the year.

9. Trustees remuneration and expenses

Trustees remuneration and expenses reimbursement was £nil (2024: £nil).

10. Grant commitments

As of 5 April 2025, there were no binding grant commitments.

11. Funds

11. Funds
Unrestricted
funds
Comparative 2024
Unrestricted
funds
Brought
forward
£
2,034,463
2,034,463
Brought
forward
£
1,937,616
1,937,616
Income

£
99,508
99,508
Income

£
82,837
82,837
Expenditure
£
(21,828)
(21,828)
Expenditure
£
(82,350)
(82,350)
Other
gains/(losses)
£
(103,290)
(103,290)
Other
gains/(losses)
£
96,360
96,360
Carried
forward
£
2,008,853
2,008,853
Carried
forward
£
2,034,463
2,034,463

12

Docusign Envelope ID: 2ABE6E97-595F-4B91-AC02-C9C149B741F3

Dimitri Tiomkin Music

Notes to the financial statements for the year ended 5 April 2025

12. Funds

2025 Analysis of net assets between funds

025 Analysis of net assets between funds
Unrestricted
funds
£
Fixed assets
1,981,045
Current assets
31,005
Current liabilities
(3,197)
2,008,853
024 Comparative analysis of net assets between funds
Unrestricted
funds
£
Fixed assets
2,017,530
Current assets
20,022
Current liabilities
(3,089)
2,034,463
Total funds
2025
£
1,981,045
31,005
(3,197)
2,008,853
Total funds
2024
£
2,017,530
20,022
(3,089)
2,034,463
Total funds
2024
£
2,017,530
20,022
(3,089)
2,034,463
Total funds
2023
£
1,919,914
20,356
(2,654)
1,937,616

2024 Comparative analysis of net assets between funds

13