Finance Score: -3

Governance Score: 6

Support Score: 0

Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE OLD VIC ENDOWMENT TRUST

To support such charitable objectives of The Old Vic Theatre Trust 2000 as the trustees from time to time think fit, in particular by: the promotion, maintenance, improvement and advancement of education by the encouragement of the arts, and the advancement of English heritage for the public benefit.

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
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

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
30/11/22		£154	£1,132	£-979	n/a	n/a	n/a	n/a	n/a
30/11/21		£129	£89	£40	n/a	n/a	n/a	n/a	n/a
30/11/20		£160	£169	£-10	n/a	n/a	n/a	n/a	n/a
30/11/19		£254	£226	£28	n/a	n/a	n/a	n/a	n/a
30/11/18	*	£225	£205	£20	£0	£0	£0	n/a	0
30/11/17		£276	£202	£74	£0	£0	£0	n/a	0
30/11/16		£238	£236	£2	£0	£0	£0	n/a	0
30/11/15		£1,434	£18	£1,416	£9	£5,484	£0	n/a	0
30/11/14		£4,021	£10	£4,011	£10	£3,978	£0	n/a	0
30/11/13		£0	£10	£-10	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 12 years

www.oldvictheatre.com

caroline.barber@oldvictheatre.com

020799810911

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Lambeth,

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

Age Range of Trustees: 50-70

ANNIE PLESHETTE-MURPHY Appointed: 2021, Occupation: Therapist

JEAN MARY MURPHY Appointed: 2021, Occupation: Investment Advisor

CAROLINE TERRY Appointed: 2018, Occupation: Finance

GEORGE KING Appointed: 2017, Occupation: Wealth Manager

PETER CHARLES JOHN Appointed: 2021, Occupation: Barrister, Other trusteeship: THE OLD VIC THEATRE TRUST 2000,

JONATHAN NORBURY (Chair) Appointed: 2016, Occupation: Banker, Other trusteeship: GLOBAL CHARITIES,

Legal constitution

Charitable company registered in England & Wales on 04/07/2012, number: 1147946
Registered at Companies House on 17/11/2011, number: 07851822

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

10 returns made; AR18: 3 days late,

Main office

OLD VIC THEATRE
103 THE CUT
LONDON
SE1 8NB

Objectives

THE OBJECTS OF THE CHARITY ARE TO SUPPORT SUCH CHARITABLE OBJECTIVES OF THE OLD VIC THEATRE TRUST 2000 AS THE TRUSTEES FROM TIME TO TIME THINK FIT, IN PARTICULAR BY:- THE PROMOTION, MAINTENANCE, IMPROVEMENT AND THE ADVANCEMENT OF EDUCATION BY THE ENCOURAGEMENT OF THE ARTS, INCLUDING THE ARTS OF DRAMA, MIME, DANCE, MUSIC, BALLET, OPERA, PUPPETRY, PAINTING AND SCULPTURE, PHOTOGRAPHY, CINEMA, LITERATURE AND POETRY AND TO FORMULATE, PREPARE AND ESTABLISH SCHEMES THEREFORE; AND- THE ADVANCEMENT OF ENGLISH HERITAGE FOR THE PUBLIC BENEFIT, BY THE ENCOURAGEMENT AND STIMULATION OF THE PUBLIC?S UNDERSTANDING AND APPRECIATION OF THE ARCHITECTURAL AND CULTURAL HERITAGE OF THE OLD VIC THEATRE.

Data Sources