Finance Score: 4

Governance Score: 4

Support Score: 7

Poor Liquidity: -1
Strong growth: +2
Fundraising costs low: +3

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3

Grant maker support: +7

Overall GiG Score: 15

SHAKESPEARE NORTH TRUST

Drama and Education

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
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:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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		£2,828	£2,739	£88	£155	£200	£163	0.7	61	70
31/03/22?		£368	£262	£106	n/a	n/a	n/a	n/a	n/a	0
30/09/20		£9	£5	£4	n/a	n/a	n/a	n/a	n/a	0
30/09/19		£107	£123	£-15	n/a	n/a	n/a	n/a	n/a	2
30/09/18		£20	£19	£0	£0	£0	£0	n/a	0	0
30/09/17		£54	£39	£14	£0	£0	£0	n/a	0	0
30/09/16	*	£50	£49	£1	£0	£0	£0	n/a	0	0
30/09/15		£0	£33	£-33	£0	£0	£0	n/a	0	0
30/09/14	*	£50	£19	£31	£0	£0	£0	n/a	0	0
30/09/13		£0	£2	£-2	£0	£0	£0	n/a	0	0
30/09/12		£25	£25	£0	£0	£0	£0	n/a	0	0
30/09/11		£0	£1	£-1	£0	£0	£0	n/a	0	0
30/09/10	*	£3	£1	£2	£0	£0	£0	n/a	0	0
30/09/09		£1	£0	£1	£0	£0	£0	NAN	0	0
30/09/08	*	£71	£76	£-5	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6.2%
Fundraising Costs/Total Spending: 5.7%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 73%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 82%
Reserves/Spending: 0.7 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.2

Asset Split ?

Established: 17 years

https://shakespearenorthplayhouse.co.uk/

0151 433 7156

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

GiG Classification

Financial support to the poor

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

Knowsley,

Who it helps

The General Public/Mankind

Who works here?

61 employees
70 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
National Lottery Heritage Fund - Grant to Shakespeare North Trust
£249,110	04/10/2023	Telling Stories: Shakespeare and Prescot
John Moores Foundation - Grant to Shakespeare North Playhouse Trust
£6,000	12/07/2023	Towards a Chatty Café project for those at risk of isolation

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 31-73

SAPHENA AZIZ Appointed: 2022, Occupation: Director

ALASTAIR HULBERT MACHRAY Appointed: 2022, Occupation: Media Consultant

CORAL CAMERON Appointed: 2021, Occupation: Chartered Certified Accountant

JON ANTHONY CORNER Appointed: 2022, Occupation: Digital Development Consultant

CHRISTOPHER BROWN Appointed: 2020, Occupation: Company Director

MAX LAURENCE STEINBERG CBE Appointed: 2016, Other trusteeship: SOUTHPORT FLOWER SHOW,

SUSAN CLARE PLATT Appointed: 2020, Occupation: Company Director

IAN JAMES MCCARTHY Appointed: 2020, Occupation: Company Director, Other trusteeship: LIVERPOOL BIENNIAL OF CONTEMPORARY ART LIMITED,

PETER MALCOLM MEARNS Appointed: 2022, Occupation: Retired, Other trusteeships: THE BLUECOAT, OPEN EYE LIMITED, MANCHESTER LITERATURE FESTIVAL,

Legal constitution

Charitable company registered in England & Wales on 22/08/2007, number: 1120641
Registered at Companies House on 04/09/2006, number: 05923469

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
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
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

Filing Record

15 returns made; AR16: 142 days late, AR14: 39 days late, AR10: 11 days late, AR08: 38 days late,

Main office

Shakespeare North Playhouse
Prospero Place
PRESCOT
Merseyside
L34 3AB

Objectives

TO PROMOTE THE KNOWLEDGE AND APPRECIATION OF THE LIFE AND WORKS OF WILLIAM SHAKESPEARE AND THE DRAMATIC ARTS GENERALLY, IN PARTICULAR BUT NOT EXCLUSIVELY, BY THE PROVISION OF A THEATRE AND FACILITIES FOR THE PRESENTATION OF PUBLIC PERFORMANCES;TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY AND HERITAGE OF PRESCOT, IN PARTICULAR BUT NOT EXCLUSIVELY, BY THE HOLDING OF EXHIBITIONS.

Defined Area of Benefit:

NOT DEFINED BUT IN PRACTICE MERSEYSIDE

Data Sources