Finance Score: -2

Governance Score: 6

Support Score: 5

Multiple Deficits: -2
No PartB

Good trustee age range: +3
Gender balanced board: +3

Overall weighted support: +5

Overall GiG Score: 9

GEORGIAN THEATRE (RICHMOND) TRUST LTD

The management of the Georgian Theatre and Georgian Theatre Experience, Richmond, North Yorkshire

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

On several occasions in recent years income has been less than spending
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£477	£539	£-62	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£438	£505	£-67	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£741	£308	£433	£3	£1,358	£1,244	48.5	8	88
31/03/20		£514	£534	£-20	£16	£876	£474	10.7	8	91
31/03/19		£504	£575	£-72	£16	£927	£465	9.7	8	95
31/03/18		£517	£632	£-115	£15	£989	£531	10.1	8	0
31/03/17?		£353	£392	£-39	n/a	n/a	n/a	n/a	n/a	n/a
30/09/16?		£498	£273	£226	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£3	£173	£-170	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£152	£132	£20	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£86	£109	£-23	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£18	£146	£-128	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£26	£146	£-121	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£91	£60	£30	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£320	£313	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£164	£318	£-154	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	*	£157	£312	£-155	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	*	£179	£321	£-142	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£235	£328	£-93	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£1,043	£265	£778	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 59 years
(64 years as a company)

www.georgiantheatreroyal.co.uk

admin@georgiantheatreroyal.co.uk

01748823710

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Performing and visual arts

How it operates

Other charitable activities
Provides services

Where it operates

North Yorkshire,

Who it helps

Children/Young People
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

DCMS	£79,160
The Foyle Foundation	£25,000
The Pilgrim Trust	£24,750

Specific Donations

Amount	When Months	To be used for
The Pilgrim Trust - Grant to The Georgian Theatre (Richmond) Trust Ltd
£24,750	03/12/2020 4	Essential works to boiler and building management system
The Foyle Foundation - Arts
£25,000	30/09/2020	towards a new building management system and replacement of heating and ventilation equipment (awarded grant in response to coronavirus)
DCMS - GTR Culture Recovery Support
£52,960	01/04/2020	To support Arts and Culture throughout England
DCMS - Culture Recovery Fund Apr to Jun 2021
£26,200	01/04/2020	To support Arts and Culture throughout England
National Lottery Heritage Fund - Grant to The Georgian Theatre Royal
£71,000	13/01/2016	Developing, Conserving and Sharing the heritage of the 'Woodland Scene', Britain's oldest set of scenery
Esmee Fairbairn - Grant to The Georgian Theatre Royal
£70,000	17/11/2010 36	Towards Unrestricted core costs Towards the core costs of the artistic and education programmes, plus a contribution to salaries.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 42-85

CAROLINE STANLEY Appointed: 2012, Occupation: Marketing Consultant

COLIN GRANT Appointed: 2017, Occupation: Retired

JAMES BROWN Appointed: 2015, Occupation: Retired

KATHERINE FIELD Appointed: 2013, Occupation: Interior Designer

LORD CRATHORNE, Occupation: Retired

LISA MARGARET DOWNEY Appointed: 2024, Occupation: Managing Partner Legal

SUSAN LESLEY BROWN Appointed: 2024, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 22/03/1966, number: 247005
Registered at Companies House on 01/01/1960, number: 00646151

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
Investing charity funds policy and procedures
Investment
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
Volunteer management

Filing Record

20 returns made; AR07: 43 days late, AR06: 133 days late, AR04: 23 days late,

Main office

VICTORIA ROAD
RICHMOND
NORTH YORKSHIRE
DL10 4DW

Objectives

4.1 THE OBJECTS OF THE CHARITY ARE FOR THE PUBLIC BENEFIT: 4.1.1 TO PROMOTE THE RESTORATION AND PRESERVATION FOR THE BENEFIT OF THE NATION OF BUILDINGS OF BEAUTY OR HISTORIC INTEREST AND IN PARTICULAR OF THE BUILDING KNOWN AS THE GEORGIAN THEATRE IN THE TOWN OF RICHMOND, NORTH YORKSHIRE; 4.1.2 TO ADVANCE EDUCATION BY ENCOURAGING AND PROMOTING THE STUDY, KNOWLEDGE, UNDERSTANDING AND APPRECIATION OF DRAMATIC ART, IN PARTICULAR AT THE BUILDING KNOWN AS THE GEORGIAN THEATRE IN THE TOWN OF RICHMOND, NORTH YORKSHIRE (THE OBJECTS).?

Defined Area of Benefit:

BOROUGH OF RICHMOND, YORKSHIRE

Data Sources

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