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35,993 claims
The total income from donations and legacies in 2025 was £163,053.
Donations and legacies 2 163,053 - - 163,053 9,255
Financial · Observational claim · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 17
The total permanent endowment funds carried forward to 2025 were £3,857,392.
Permanent endowment 9 3,857,392 3,804,649
Financial · Observational claim · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 18
The total unrestricted funds carried forward to 2025 were £914,921.
Unrestricted funds 914,921 747,673
Financial · Observational claim · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 18
The net gains on investments for the ISM Members Fund in 2025 were £3,547.
Net gains on investments 5 3,547 7,802 59,581 70,930 329,132
Financial · Observational claim · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 17
The total expenditure of the ISM Members Fund in 2025 was £190,726.
Total expenditure 190,726 857 6,838 198,421 174,830
Financial · Observational claim · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 17
The total income of the ISM Members Fund in 2025 was £168,929.
Total income 168,929 - 185,498 354,427 199,918
Financial · Observational claim · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 17
The ISM Members Fund's financial statements are prepared on the going concern basis.
In preparing these financial statements, the Trustee is required to: • prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation.
Financial · Procedural statement · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 10
The ISM Members Fund's financial statements are prepared in accordance with the Charities Act 2011.
In our opinion, the financial statements: • have been prepared in accordance with the requirements of the Charities Act 2011.
Financial · Observational claim · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 12
The ISM Members Fund's trustees are responsible for preparing financial statements that give a true and fair view.
The law applicable to charities in England & Wales requires the Trustee 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.
Governance · Procedural statement · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 10
The ISM Members Fund's financial statements give a true and fair view of the charity’s affairs.
In our opinion, the financial statements: • give a true and fair view of the state of the charity’s affairs as at 31 August 2025 and of its incoming resources and application of resources for the year then ended.
Financial · Observational claim · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 12
The ISM Members Fund is committed to best practice and transparency in fundraising.
The Fund continued to be registered with the Fundraising Regulator as part of our commitment to best practice and transparency in fundraising.
Governance · Policy statement · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 10
The ISM Members Fund is registered as a data controller with the Information Commissioner’s Office.
The Fund is registered as a data controller in its own right at the Information Commissioner’s Office (ICO).
Governance · Procedural statement · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 10
The ISM Members Fund's total funds were £5.26 million as of August 31, 2025.
The total funds held as of 31 August 2025 were £5.26 million (2024: £5.03 million).
Financial · Funding statement · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 9
The ISM Members Fund must deliver meaningful impact to its beneficiaries as a charity.
The Board recognises that as a charity the Fund must deliver impact and its future plans will be focused on ensuring that meaningful impact is delivered to the beneficiaries.
Strategic · Policy statement · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 9
The ISM Members Fund will review its services in the financial year 2025/2026.
The Fund will be reviewing the services it offers during the course of the financial year 2025/2026.
Operational · Procedural statement · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 9
The ISM Members Fund's engagement increased to 2,113 in the year ending August 2025.
In 2024–25, impact increased further to 2,113 with the addition of the Musicians’ Hearing Health Scheme, legal and tax helpline, and visa and work permit advice service to the Fund’s portfolio, as well as stronger engagement with existing services.
Operational · Observational claim · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 9
The market value of investment assets at the year-end stood at £4.59 million, reflecting a rise of £60.9k or 1.3%.
The market value of investment assets at the year-end stood at £4.59 million (2024: £4.53 million), reflecting a rise of £60.9k, or 1.3%, driven by positive market performance despite volatility.
Financial · Observational claim · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 8
The ISM Members Fund's reserves policy ensures sufficient free reserves to cover up to six months of operating activities.
The Fund’s reserves policy is designed to reflect the fundamental risks it faces and ensure that there are an adequate number of reserves.
Financial · Policy statement · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 8
The total income of the ISM Members Fund increased by 77.3% to £354.4k in the year ending August 2025.
The Fund’s total income was £354.4k in the year, which represents a significant increase of 77.3% compared to the previous year (2024: £199.9k).
Financial · Observational claim · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 7
The ISM Members Fund delivered a financial surplus of £226.9k in the year ending August 2025.
Net investment gains were £70.9k (2024: £329.1k), resulting in an overall surplus of £226.9k (2024: £354.2k).
Financial · Observational claim · From Benevolent Fund of the Incorporated Society of Musicians — annual report and accounts, year ending 31 August 2025, page 7