Finance Score: 0

Governance Score: 5

Support Score: 0

No PartB

Good trustee age range: +3
Dynamic board: +3
Mainly female board: -1

Large volunteers +3

Overall GiG Score: 8

MERLIN THEATRE TRUST LIMITED

To advance education and provide facilities in the interest of social welfare for recreation and leisure time for the inhabitants of Frome and the surrounding neighbourhood.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£212	£231	£-18	n/a	n/a	n/a	n/a	n/a	90
31/03/22		£66	£48	£18	n/a	n/a	n/a	n/a	n/a	80
31/03/21		£90	£77	£13	n/a	n/a	n/a	n/a	n/a	80
31/03/20		£251	£264	£-14	n/a	n/a	n/a	n/a	n/a	80
31/03/19		£182	£183	£-1	n/a	n/a	n/a	n/a	n/a	80
31/03/18		£188	£192	£-4	£0	£0	£0	n/a	0	0
31/03/17		£210	£194	£16	£0	£0	£0	n/a	0	0
31/03/16		£254	£188	£66	£0	£0	£0	n/a	0	0
31/03/15		£216	£215	£1	£0	£0	£0	n/a	0	0
31/03/14		£145	£179	£-33	£0	£0	£0	n/a	0	0
31/03/13		£202	£175	£26	£0	£0	£0	n/a	0	0
31/03/12		£261	£236	£25	£0	£0	£0	n/a	0	0
31/03/11		£308	£288	£21	£0	£0	£0	n/a	0	0
31/03/10		£269	£291	£-22	£0	£0	£0	n/a	0	0
31/03/09		£303	£306	£-3	£0	£0	£0	n/a	0	0
31/03/08		£319	£327	£-8	£0	£0	£0	n/a	0	0
31/03/07		£270	£271	£-1	£0	£0	£0	n/a	0	0
31/03/06		£224	£230	£-6	£0	£0	£0	n/a	0	0
31/03/05	*	£236	£235	£1	£0	£0	£0	n/a	0	0
31/03/04		£195	£200	£-5	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 32 years

www.merlintheatre.co.uk

claudia@merlintheatre.co.uk

01373465949

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Performing and visual arts

How it operates

Provides services

Where it operates

Somerset,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-68

ANNE ELIZABETH DIMERY Appointed: 2019, Occupation: Building Society Customer Advisor

CHARLOTTE DEBORAH CARSON Appointed: 2024, Occupation: Not Known

EMMA REYNOLDS Appointed: 2017, Occupation: Headteacher, Other trusteeship: LEARNING FUTURES (WEST WILTS) LIMITED,

SUSAN ROLES (Chair) Appointed: 2013, Occupation: Education Consultant

SIMON JOHN GOFFE Appointed: 2024, Occupation: Owner/Partner Of Brownswood Recordings

Legal constitution

Charitable company registered in England & Wales on 07/07/1992, number: 1012630
Registered at Companies House on 25/06/1992, number: 02726275

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR05: 1 days late,

Main office

BATH ROAD
FROME
BA11 2HJ

Objectives

TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS BY ESTABLISHING OR SECURING THE ESTABLISHMENT OF A COMMUNITY THEATRE AND OR ARTS CENTRE.

Defined Area of Benefit:

IN PRACTICE FROME SOMERSET AND ITS NEIGHBOURHOOD

Data Sources