Finance Score: 1
Governance Score: 9
Support Score: 14
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +14
Overall GiG Score: 24 ?

THE OLD VIC THEATRE TRUST 2000

Operation and preservation of The Old Vic Theatre; education and community programmes.
Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers recently
  • Fundraising costs are low relative to funds raised
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

  • On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/08/23£21,572£22,439£-867£1,437£25,920£23,30512.53700
31/08/22£13,617£14,359£-742£1,475£24,674£20,93017.55000
31/08/21£13,430£10,734£2,696£2,077£24,226£21,07123.62680
31/08/20£15,781£12,443£3,337£3,778£21,179£19,47518.82070
31/08/19£19,046£15,697£3,349£4,866£17,473£16,37012.51860
31/08/18*£15,535£16,274£-739£11,833£13,507£12,3689.12160
31/08/17£15,252£13,916£1,336£9,476£6,774£5,9745.21830
31/08/16£12,291£12,224£66£8,191£5,438£4,8204.71810
31/08/15£15,708£15,828£-120£8,711£5,372£4,7103.61000
31/08/14£12,477£11,938£539£8,089£5,492£4,6964.71010
31/08/13£13,916£13,194£722£10,116£4,953£4,2833.91220
31/08/12£13,374£13,561£-187£10,362£4,230£3,8933.4920
31/08/11£10,883£10,841£42£7,415£4,418£3,8304.2870
31/08/10£10,206£10,401£-195£7,461£4,376£3,9664.61000
31/08/09£7,790£8,626£-835£5,838£4,571£4,0865.7770
31/08/08?£7,870£5,954£1,916£4,239£5,407£4,7949.7630
30/11/07*£6,925£5,428£1,497£3,699£3,491£2,8826.4470
30/11/06£1,853£1,546£306n/an/an/an/an/an/a
30/11/05£2,233£1,957£275n/an/an/an/an/an/a
30/11/04*£2,522£2,716£-193n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 8.9%
Fundraising Costs/Total Spending: 6.4%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 31%
Liabilities/Income: 53%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 12.5 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.6
Asset Split ?
Balance Sheet History
Established: 26 years

www.oldvictheatre.com

jessica.hutchinson@oldvictheatre.com

020 7928 2651

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
GiG Classification
  • Performing and visual arts
How it operates
  • Other charitable activities
  • Provides buildings/facilities/open space
Where it operates
  • Lambeth,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
DCMS£3,000,000
Garfield Weston Foundation£814,000
Wolfson Foundation£500,000
Greenwood Place£400,000
The Foyle Foundation£300,000
Specific Donations
Amount When
Months
To be used for
The Linbury Trust - Community work - Old Vic
£105,000 13/12/2023
36
A grant over three years to support the community work through three programmes; 12 Choirs of Christmas, Matinee Idols and Theatre Connects.
CHK Foundation - CHK Discretionary Grant
£20,000 12/05/2023
to support specified work
The Foyle Foundation - Arts
£200,000 28/04/2023
towards The Annex, a five-floor extension of The Old Vic’s footprint enabling the expansion of the learning and participation programme while improving future sustainability
Fenton Arts Trust - Beneficiaries 2022 – 2023
£5,000 31/03/2023
OV Theatre Makers is a programme that supports emerging theatre artists to gain the skills and confidence needed to progress their careers.
Greenwood Place - Grant to The Old Vic
£100,000 01/01/2023
Unrestricted funding
The Grocers' Charity - 2023 Grant - The Old Vic Theatre Trust
£5,000 07/12/2022
to support Lambeth residents aged 16-30 (NEET) to gain the skills, confidence and experience needed to find jobs through paid work experience and employability workshops.
Andrew Lloyd Webber Foundation - Grant to The Old Vic Theatre Trust
£50,000 26/05/2022
Old Vic Theatre Makers programme
CHK Foundation - CHK Discretionary Grant
£17,500 22/03/2022
to support specified work
Greenwood Place - Grant to The Old Vic
£100,000 01/01/2022
Unrestricted funding
Wolfson Foundation - Grant to The Old Vic Theatre
£500,000 09/12/2021
New learning and community facility
John Lyon's Charity - Cultural Capital grant to Old Vic Theatre Trust
£30,000 14/07/2021
Take the Lead
Garfield Weston Foundation - WCF award - COVID19 response
£814,000 05/02/2021
Weston Culture Fund
Greenwood Place - Grant to The Old Vic
£100,000 01/01/2021
Unrestricted funding
The Foyle Foundation - Arts
£100,000 24/11/2020
towards replacement of obsolete lighting infrastructure (awarded grant in response to coronavirus)
The Grocers' Charity - 2020 The Old Vic Theatre Trust 2000
£5,000 17/06/2020
Opportunities, education and skills development of creative talent for artists with financing challenges or disability support requirements
Paul Hamlyn Foundation - COVID19 Emergency Funding
£20,000 20/05/2020
3
Support to aid the organisation in dealing with the challenges posed by COVID19.
DCMS - The Old Vic Theatre Trust
£3,000,000 01/04/2020
To support Arts and Culture throughout England
Greenwood Place - Grant to The Old Vic
£100,000 01/03/2020
Unrestricted funding
John Lyon's Charity - Main grant to Old Vic Theatre Trust
£50,000 13/11/2019
24
'Take the Lead' programme
David & Elaine Potter Foundation - Core funding
£6,000 03/07/2019
12
Core funding
City Bridge Trust - Grant to The Old Vic Theatre Trust 2000
£100,000 14/11/2018
£100,000 towards access works at The Old Vic's historic building, including an accessible entrance on Waterloo Road; installation of a platform lift and improvements to the stairs and balustrades.
Fenton Arts Trust - Grant to Old Vic
£5,000 01/11/2018
CONNECT 'Create' gives emerging artists the chance to develop and perform new work together, as part of our CONNECT network project.
Garfield Weston Foundation - Major Grants award
£250,000 17/10/2018
Tomorrow at the Old Vic
Andrew Lloyd Webber Foundation - Grant to Old Vic Theatre Trust
£105,100 31/10/2016
36
The Old Vic 12
City Bridge Trust - Grant to The Old Vic Theatre Trust 2000
£28,000 18/03/2016
A grant of £28,000 towards the costs of the RISE community theatre project.
David & Elaine Potter Foundation - Old Vic New Voices Festival 2015
£5,000 29/04/2015
To support the 2015 Old Vic New Voices Festival
Andrew Lloyd Webber Foundation - Grant to Old Vic Theatre Trust
£25,000 26/02/2014
Old Vic New Voices (OVNV) Talent Programme
David & Elaine Potter Foundation - Core funding
£5,000 20/08/2013
Core funding
National Lottery Community Fund - The Old Vic Community Comapany
£10,000 15/08/2013
12
This is a project by a charity in Lambeth, serving beneficiaries throughout London. The group will use the funding to provide workshops and produce theatre productions which will explore various social issues. This will provide the beneficiaries ....more
Andrew Lloyd Webber Foundation - Grant to Old Vic Theatre Trust
£10,000 24/09/2012
Old Vic New Voices (OVNV ) Programme
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split
Based on 9/10 persons

Age Range of Trustees: 33-70
  • ANNIE PLESHETTE MURPHY Appointed: 2016, Occupation: Counsellor / Author
  • DAVID NORMAN HENDERSON Appointed: 2021, Occupation: Director
  • GEETA GOPALAN Appointed: 2021, Occupation: Director
  • HELEN DAVIES KC Appointed: 2023
  • JOHN HUW GWILI JENKINS Appointed: 2021, Occupation: Banker
  • NICHOLAS JAMES CLARRY (Chair) Appointed: 2012, Occupation: Finance
  • PAVITA COOPER Appointed: 2021, Occupation: Director
  • PETER CHARLES JOHN Appointed: 2021, Occupation: Barrister
  • SHEILA ATIM Appointed: 2019, Occupation: Actress
  • TINA ALEXANDROU Appointed: 2019, Occupation: Charity Trustee
Legal constitution
  • Charitable company registered in England & Wales on 25/11/1998, number: 1072590
  • Registered at Companies House on 10/11/1998, number: 03667822
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • 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
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR18: 14 days late, AR07: 1 days late, AR04: 90 days late,
Main office

OLD VIC THEATRE
103 THE CUT
LONDON
SE1 8NB

Objectives

TO PROMOTE, MAINTAIN, IMPROVE AND ADVANCE EDUCATION BY THE ENCOURAGEMENT OF THE ARTS, INCLUDING THE ARTS OF DRAMA, MIME, DANCE, MUSIC, BALLET, OPERA, PUPPETRY, PAINTING AND SCULPTURE, PHOTOGRAPHY,CINEMA, LITERATURE AND POETRY AND TO FORMULATE, PREPARE AND ESTABLISH SCHEMES THEREFOR.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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