Finance Score: -2

Governance Score: 2

Support Score: 6

Multiple Deficits: -2
No PartB

Good trustee age range: +3
Mainly male board: -1

Large volunteer base +3
Overall weighted support: +3

Overall GiG Score: 6

WORCESTER FESTIVAL LTD

Cultural Education. The principal activity is the organisation of a festival known as the Worcester festival.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

On several occasions in recent years income has been less than spending
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/09/23		£40	£53	£-13	n/a	n/a	n/a	n/a	n/a	n/a
30/09/22		£45	£46	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/21		£36	£46	£-10	n/a	n/a	n/a	n/a	n/a	n/a
30/09/20		£39	£34	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/09/19		£46	£45	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/09/18		£46	£45	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/17	*	£46	£42	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/09/16		£43	£30	£13	n/a	n/a	n/a	n/a	n/a	n/a
30/09/15		£35	£32	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/14		£38	£44	£-6	n/a	n/a	n/a	n/a	n/a	n/a
30/09/13		£35	£35	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/12		£38	£34	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/09/11		£59	£70	£-12	n/a	n/a	n/a	n/a	n/a	n/a
30/09/10		£50	£46	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/09/09		£56	£58	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/08		£56	£51	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/09/07		£43	£39	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/09/06		£31	£30	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/05		£32	£29	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/04		£17	£18	£0	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 22 years

www.worcesterfestival.co.uk

CHRIS@WORCESTERFESTIVAL.CO.UK

07954230268

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science

GiG Classification

Performing and visual arts

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Worcestershire,

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.

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Small Grants
£5,000	30/04/2024	towards the core costs of the 2024 festival
The Foyle Foundation - Small Grants
£6,000	21/04/2022	towards core costs over the next 12 months (awarded grant in response to coronavirus)
The Foyle Foundation - Small Grants
£5,000	04/02/2020	a general contributuion towards costs during 2020

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-80

CHRISTOPHER JAEGER MBE, Occupation: Director

DANIEL MORGAN Appointed: 2021, Occupation: Teacher

GUY CHARLES SALTER Appointed: 2020, Occupation: Solicitor

MARC LESLIE BAYLISS Appointed: 2019, Occupation: Business Owner (Research Company)

PROFESSOR JUDITH CICELY ELKIN Appointed: 2012, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 23/01/2003, number: 1095553
Registered at Companies House on 15/08/2002, number: 04512227

Gift Aid

NOT 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
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR17: 19 days late,

Main office

QUEEN ELIZABETH HOUSE
THE TRINITY
WORCESTER
WR1 2PN

Objectives

The Charity's objects are restricted specifically, in each case only for the public benefit to promote, organise, administer and carry on artistic, cultural, musical, agricultural, horticultural, historical, educational and sporting events, within the area of Worcester City and the surrounding WR postcode areas, which will together form the Worcester Festival, with a view to advancing the education of and providing benefit to the general public.

Defined Area of Benefit:

IN PARTICULAR, BUT NOT EXCLUSIVELSY IN THE COUNTY OF WORCESTERSHIRE.

Data Sources

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