Finance Score: 0

Governance Score: 8

Support Score: 5

No PartB

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 13

THE JOSEPH ROWNTREE THEATRE LIMITED

We are a thriving, York based, community theatre and social hub, hiring out our space and facilities to groups and individuals, and providing a venue for social activities and meetings likely to benefit the communities we serve.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12

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
31/08/22		£227	£173	£54	n/a	n/a	n/a	n/a	n/a	160
31/08/21		£91	£113	£-21	n/a	n/a	n/a	n/a	n/a	150
31/08/20	*	£168	£127	£41	n/a	n/a	n/a	n/a	n/a	170
31/08/19		£197	£166	£31	n/a	n/a	n/a	n/a	n/a	170
31/08/18		£150	£134	£17	£0	£0	£0	n/a	0	170
31/08/17		£146	£133	£13	£0	£0	£0	n/a	0	0
31/08/16		£115	£112	£3	£0	£0	£0	n/a	0	0
31/08/15		£124	£93	£31	£0	£0	£0	n/a	0	0
31/08/14		£96	£96	£0	£0	£0	£0	n/a	0	0
31/08/13		£91	£82	£8	£0	£0	£0	n/a	0	0
31/08/12		£74	£77	£-3	£0	£0	£0	n/a	0	0
31/08/11		£233	£67	£166	£0	£0	£0	n/a	0	0
31/08/10		£78	£48	£31	£0	£0	£0	n/a	0	0
31/08/09		£73	£52	£20	£0	£0	£0	n/a	0	0
31/08/08		£69	£38	£30	£0	£0	£0	n/a	0	0
31/08/07	*	£75	£47	£28	£0	£0	£0	n/a	0	0
31/08/06		£70	£62	£8	£0	£0	£0	n/a	0	0
31/08/05		£79	£49	£31	£0	£0	£0	n/a	0	0
31/08/04		£67	£41	£26	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 21 years

www.josephrowntreetheatre.co.uk

secretary@jrtheatre.co.uk

01904501935

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

City Of York, North Yorkshire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
160 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant 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 - Arts
£10,000	07/02/2023	towards installing LED light fittings to the main auditorium
National Lottery Community Fund - Asbestos Removal from Auditorium
£10,000	24/05/2018 12	The group will remove asbestos form their community theatre, with the aim of improving safety for people who access the facility.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

Age Range of Trustees: 37-78

SIONA MACKELWORTH Appointed: 2022, Occupation: Retired

ANNA CATHERINE PERRETT Appointed: 2024, Occupation: Project Manager

MARIE DENNIS Appointed: 2024, Occupation: Counter Fraud Specialist

ROBERT KENNETH FISHER Appointed: 2023, Occupation: Retired

SUSAN HUMPHRIES Appointed: 2023, Occupation: Retired

BARBARA BOYCE Appointed: 2019, Occupation: Retired

DANIEL MARK SHRIMPTON (Chair) Appointed: 2003, Occupation: Personnel Manager

DAVID GRAHAM HOLIDAY Appointed: 2008, Occupation: Information Technologist

DR KEITH STEPHEN BARNES Appointed: 2015, Occupation: Retired

GARY MICHAEL BATESON Appointed: 2015, Occupation: Retired

HELEN LOUISE LAY Appointed: 2012, Occupation: Administrator

MOIRA TAIT Appointed: 2019, Occupation: Housewife

SIAN GOODWIN Appointed: 2017, Occupation: Company Director

SUSIE YOUNG Appointed: 2015, Occupation: Retired, Other trusteeship: MARYGATE PLAYGROUP,

Legal constitution

Charitable company registered in England & Wales on 02/07/2003, number: 1098329
Registered at Companies House on 12/03/2003, number: 04695301

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

19 returns made; AR20: 28 days late, AR07: 18 days late,

Main office

HAXBY ROAD
YORK
YO31 8TA

Objectives

3. The Charity?s objects (the ?Objects?) for the benefit of the people of York and the surrounding areas (the ?Community?) are: 3.1 The advancement of the arts, education and community through the provision of a theatre and associated facilities and to be a venue for social activities and meetings likely to benefit the Community. 3.2 To facilitate the presentation of arts of all types both by and for the Community. 3.3 To advance the knowledge and understanding of the Community in all of the performing arts by enabling access to them. 3.4 To facilitate training and provide volunteer experience in all aspects of theatre operation and management.

Defined Area of Benefit:

CITY OF YORK AND SURROUNDING AREA

Data Sources