Finance Score: 0

Governance Score: 4

Support Score: 4

Poor Liquidity: -1
Good Reserves: +1

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 8

TRAFALGAR ENTERTAINMENT TRUST

Performances (e.g. Youth theatre productions and schools outreach programmes), workshops and entering into new management contracts for the operation of theatres.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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 gender 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
The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available

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
31/03/23		£788	£792	£-4	£0	£493	£491	7.4	10
31/03/22	*	£508	£347	£160	£0	£497	£402	13.9	9
31/03/21		£615	£335	£279	£0	£337	£335	12	10
31/03/20		£880	£874	£6	£0	£57	£55	0.8	11
31/03/19		£912	£896	£16	£0	£51	£49	0.7	10
31/03/18		£842	£829	£12	£0	£35	£35	0.5	10
31/03/17		£969	£966	£2	£0	£23	£23	0.3	12
31/03/16		£837	£833	£4	£0	£20	£20	0.3	9
31/03/15		£887	£877	£10	£148	£17	£17	0.2	7
31/03/14		£690	£685	£5	£685	£7	£7	0.1	6
31/03/13		£431	£429	£2	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 60%
Liabilities/Income: 95%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 7.4 months
Net Current Assets/Spending: 7 months
Quick Ratio: 0.1

Asset Split ?

Established: 12 years

02074061748

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training

GiG Classification

Performing and visual arts

How it operates

Provides human resources
Provides services

Where it operates

Bromley, Buckinghamshire, Cheshire East, East Sussex, Hertfordshire, Hillingdon, Kent, Southend-on-sea, Surrey, Swindon,

Who it helps

Children/Young People
People With Disabilities
The General Public/Mankind

Who works here?

10 employees

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
Cheshire Community Foundation - Young Ambassadors
£7,004	22/06/2023	An extended tailored work-experience programme for a group of young people aged 14 to 18, delivered at weekly sessions. The programme will give young people valuable life skills, and they will work ....more An extended tailored work-experience programme for a group of young people aged 14 to 18, delivered at weekly sessions. The programme will give young people valuable life skills, and they will work towards the Silver Arts Award. The project will support group members to move on into further education and into the workforc
Cheshire Community Foundation - Something to Say
£7,937	15/12/2022	Something to Say
Co-Operative Group - Grant to HQ Theatres Trust
£2,855	22/10/2022	We plan to encourage arts participation, open conversation and provide a safe and supportive platform for people to come together to be entertained and inspired to look after their wellbeing.
Cheshire Community Foundation - Crewe Lyceum Theatre Young Ambassadors
£2,000	13/12/2021	1. Crewe Lyceum Theatre is developing an inclusive and engaging creative learning offer to offer opportunities for the wider community to engage in theatre and creativity. 2. Our Young Ambassadors ....more 1. Crewe Lyceum Theatre is developing an inclusive and engaging creative learning offer to offer opportunities for the wider community to engage in theatre and creativity. 2. Our Young Ambassadors programme engages with local young people to give them a voice with demonstrable impact within their local creative hub, whilst benefitting them with experience, skills development, creative opportunities and a chance to build confidence, network and connect with likeminded people. 3. The group are supported by our staff in weekly sessions to develop their creative ideas and projects as well as participating in workshops and activities to widen their experiences and skill set – funding will allow us to engage with creative professionals and remove the expense barrier to young participants. 4. The project has a significant impact on the young people involved by giving them the skills and confidence to prepare them for their next steps in their professional lives. It also has a wider impact on the community by developing more opportunities for people to engage with our theatre through activity developed by the members and by shaping our theatre into a more accessible and venue for younger generations.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 55-71

ANDREW HILL Appointed: 2021, Occupation: Company Director

HELEN ENRIGHT Appointed: 2021, Occupation: Company Director

JESSAMY KATE NICHOLLS Appointed: 2022, Occupation: Company Director

ROSEMARY SQUIRE Appointed: 2021, Occupation: Company Director

RAYMOND NIGEL MORGAN Appointed: 2022, Occupation: Director, Other trusteeship: HENRY SMITH (SHARE WARBLETON ESTATE),

KARIN GARTZKE Appointed: 2022, Occupation: Business Development Director, Other trusteeships: THE RICHMOND THEATRE TRUST LIMITED, HACKNEY EMPIRE LIMITED,

Legal constitution

Charitable company registered in England & Wales on 20/02/2012, number: 1145989
Registered at Companies House on 12/08/2011, number: 07739274

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
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

11 returns made; AR22: 38 days late,

Main office

12th Floor
Export House
5 Henry Plaza
Victoria Way
Woking

Objectives

TO ADVANCE THE EDUCATION AND APPRECIATION OF THE PUBLIC IN THE ARTS IN ALL FORMS AND IN ASSOCIATED THEATRICAL ACTIVITIES, IN PARTICULAR AMONG CHILDREN AND YOUNG PEOPLE, THROUGH THE PROVISION OF WORKSHOPS, PERFORMANCES AND BY SUCH OTHER MEANS AS THE TRUSTEES MAY DETERMINE.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL.

Data Sources