Finance Score: 1

Governance Score: 8

Support Score: 0

Reasonable growth: +1
No PartB

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 9

THE ASSEMBLY HOUSE TRUST

The objectives of the Charity are for the benefit of the public to preserve, renovate and keep in good order the buildings known as The Assembly House in Norwich so that they may be used primarily for charitable and other purposes.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
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:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

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

Established: 19 years

www.assemblyhousenorwich.co.uk

admin@assemblyhousenorwich.co.uk

01603 626402

Charity Commission for England and Wales

Tweets

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
30/06/23		£270	£240	£30	n/a	n/a	n/a	n/a	n/a
30/06/22		£249	£269	£-21	n/a	n/a	n/a	n/a	n/a
30/06/21		£96	£126	£-29	n/a	n/a	n/a	n/a	n/a
30/06/20		£159	£157	£3	n/a	n/a	n/a	n/a	n/a
30/06/19		£235	£177	£58	n/a	n/a	n/a	n/a	n/a
30/06/18		£223	£164	£60	£0	£0	£0	n/a	0
30/06/17		£224	£137	£87	£0	£0	£0	n/a	0
30/06/16		£189	£132	£57	£0	£0	£0	n/a	0
30/06/15	*	£177	£84	£93	£0	£0	£0	n/a	0
30/06/14		£175	£69	£106	£0	£0	£0	n/a	0
30/06/13		£146	£103	£43	£0	£0	£0	n/a	0
30/06/12		£128	£105	£22	£0	£0	£0	n/a	0
30/06/11		£125	£79	£46	£0	£0	£0	n/a	0
30/06/10		£99	£66	£33	£0	£0	£0	n/a	0
30/06/09		£774	£890	£-116	£486	£881	£820	11.1	24
30/06/08		£880	£891	£-11	£503	£1,143	£1,082	14.6	25
30/06/07		£901	£844	£57	£494	£1,254	£1,193	17	24
30/06/06		£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

How it operates

Provides buildings/facilities/open space

Where it operates

Norfolk, Suffolk,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 44-73

CAROLINE JANE FISHER Appointed: 2019, Occupation: Company Director, Other trusteeship: NORFOLK CONTEMPORARY ART SOCIETY,

IAN ROBERT SHANN (Chair) Appointed: 2023, Occupation: Solicitor

JONATHAN ANDREW HUMPHREYS Appointed: 2023, Occupation: Banker

JANET DIANE JURY RIBA

KATHRYN JANE HIRST Appointed: 2018, Occupation: Solicitor, Other trusteeship: HORSTEAD CENTRE,

ROBERT BELL Appointed: 2019, Occupation: Accountant

Legal constitution

Charitable company registered in England & Wales on 21/09/2005, number: 1111391
Registered at Companies House on 21/06/2005, number: 05486947

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Serious incident reporting policy and procedures

Filing Record

18 returns made; AR15: 3 days late,

Main office

THE ASSEMBLY HOUSE
THEATRE STREET
NORWICH
NR2 1RQ

Objectives

THE OBJECTS ARE FOR THE BENEFIT OF THE PUBLIC TO PRESERVE, RENOVATE AND KEEP IN GOOD ORDER THE BUILDINGS KNOWN AS THE ASSEMBLY HOUSE IN NORWICH SO THAT THEY MAY BE USED PRIMARILY FOR CHARITABLE AND OTHER PURPOSES AND IN PARTICULAR:3.1 TO PROVIDE AND PROMOTE THE USE OF THE BUILDINGS KNOWN AS THE ASSEMBLY HOUSE IN NORWICH FOR THE BENEFIT OF THE PUBLIC, PARTICULARLY THOSE LIVING IN NORFOLK AND SUFFOLK, IN PURSUANCE FOR THE FOLLOWING PURPOSES:3.1.1 TO PROMOTION OF THE ARTS, IN PARTICULAR THE PERFORMANCE OF PLAYS, DRAMA, MUSIC, OPERA, BALLET AND ANY OTHER WORKS OF ART, THE SHOWING OF FILMS AND OTHER VISUAL IMAGES FOR EDUCATIONAL, SCIENTIFIC OR ARTISTIC PURPOSES, THE EXHIBITION OF PICTURES, DRAWINGS, SCULPTURES AND OTHER ARTISTIC, LITERARY OR SCIENTIFIC WORKS;3.1.2 TO PROVIDE A MEETING PLACE AND OTHERWISE ASSIST IN THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TUNE OCCUPATION FOR THE PEOPLE OF NORWICH, NORFOLK AND SUFFOLK, PROVIDED IT IS IN THE INTERESTS OF SOCIAL WELFARE AND TO IMPROVE THEIR CONDITIONS OF LIFE; AND3.1.3 SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC AS THE TRUSTEES THINK FIT AND WHICH ARE EXCLUSIVELY CHARITABLE UNDER THE LAW OF ENGLAND AND WALES.3.2 TO PROMOTE THE PRESERVATION AND CONSERVATION OF THE ASSEMBLY HOUSE FOR THE BENEFIT OF THE PUBLIC.

Defined Area of Benefit:

NORFOLK AND SUFFOLK

Data Sources