Finance Score: -4

Governance Score: 6

Support Score: 13

Poor Liquidity: -1
Pension deficit: -1
Multiple Deficits: -2

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

Grant maker support: +13

Overall GiG Score: 15

NORTHERN BALLET LIMITED

Northern Ballet is a classical ballet company which tours for approximately 26 weeks each year to 18 cities within the United Kingdom. Performances are narrative, theatrical and dramatic and are accessible to a diverse range of audiences who would not otherwise see the highest quality of dance. Northern Ballet is also committed to advancing education in the arts through training and workshops.

Analysis by Giving is Great

Positives:

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 gender

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
There is a pension deficit of £513,358
On several occasions in recent years income has been less than spending

Established: 55 years

www.northernballet.com

info@northernballet.com

01132208000

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	Volun- teers
31/03/23		£8,971	£10,220	£-1,249	£1,141	£13,369	£1,091	1.3	123	20
31/03/22		£8,575	£8,914	£-339	£987	£14,637	£2,021	2.7	131	30
31/03/21		£8,744	£6,504	£2,239	£921	£14,976	£2,535	4.7	125	0
31/03/20		£8,413	£10,188	£-1,775	£826	£12,666	£181	0.2	126	26
31/03/19		£9,176	£9,676	£-500	£731	£13,851	£1,343	1.7	123	26
31/03/18		£9,822	£9,448	£373	£705	£13,833	£1,587	2	123	0
31/03/17		£9,241	£9,072	£169	£703	£13,460	£1,023	1.4	120	0
31/03/16		£8,302	£8,424	£-122	£230	£12,768	£298	0.4	129	0
31/03/15		£7,692	£8,098	£-406	£244	£13,281	£748	1.1	105	0
31/03/14		£7,456	£7,861	£-405	£231	£13,687	£883	1.3	102	0
31/03/13	*	£7,171	£7,077	£94	£218	£14,092	£1,056	1.8	104	0
31/03/12		£7,265	£6,966	£299	£266	£14,023	£968	1.7	101	0
31/03/11	*	£12,647	£6,017	£6,631	£326	£13,724	£950	1.9	92	0
31/03/10		£12,835	£5,965	£6,870	£384	£7,708	£660	1.3	87	0
31/03/09		£6,108	£5,629	£479	£218	£838	£541	1.2	85	0
31/03/08		£5,573	£5,734	£-161	£152	£433	£398	0.8	83	0
31/03/07		£5,385	£5,787	£-402	£157	£595	£578	1.2	82	0
31/03/06		£5,216	£5,160	£56	£0	£0	£0	n/a	0	0
31/03/05		£5,110	£5,070	£40	£0	£0	£0	n/a	0	0
31/03/04		£5,156	£4,936	£220	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 15%
Fundraising Costs/Total Spending: 11.2%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 8%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 8%
Reserves/Spending: 1.3 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0.4

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training

How it operates

Other charitable activities

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

123 employees
20 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.

Major supporters in last 5 years

DCMS	£1,488,798
Garfield Weston Foundation	£600,000
Paul Hamlyn Foundation	£225,000
The Foyle Foundation	£100,000
John Ellerman Foundation	£90,000

Specific Donations

Amount	When Months	To be used for
The Linbury Trust - Energy efficiency - Northern Ballet
£49,400	13/12/2023	A grant for energy efficiency work towards LED light replacement.
Paul Hamlyn Foundation - Rise and Shine: Exploring wellbeing through high quality creative dance in SEND settings
£177,000	06/03/2023	Northern Ballet is a major national professional touring dance company based in Leeds. Their repertoire of theatrical dance productions emphasises both storytelling as well as classical ballet. Their ....more Northern Ballet is a major national professional touring dance company based in Leeds. Their repertoire of theatrical dance productions emphasises both storytelling as well as classical ballet. Their dance education work includes advanced training, intensive workshops, and weekly open access classes for children and adults. This grant will allow Northern Ballet to build on their existing schools work targeting children and young people experiencing systemic inequality; for this project they plan to target children and young people with profound and multiple learning difficulties in three specialist settings in Yorkshire.
The Foyle Foundation - Arts
£50,000	29/11/2022	towards restaging and touring the classic Northern Ballet production, Romeo & Juliet in 2024 (awarded grant in response to coronavirus)
Sir George Martin Trust - Grant to Northern Ballet
£2,500	07/07/2022	Capital and core costs for Music/Arts/Culture
Sir George Martin Trust - Grant to Northern Ballet
£2,500	07/07/2022	Capital and core costs for Music/Arts/Culture
DCMS - Culture Recovery Fund: Continuity Support
£372,000	27/10/2021	To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further ....more To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further funding in order to be able to operate on a viable and sustainable basis by 31 March 2022.
The Foyle Foundation - Arts
£50,000	28/04/2021	towards equipment, training and infrastructure to support the production of high quality in-house digital content (awarded grant in response to coronavirus)
Garfield Weston Foundation - WCF award - COVID19 response
£600,000	05/02/2021	Weston Culture Fund
John Ellerman Foundation - Core costs to deliver new/original work and re-imagined works over a two-year period on stage, on screen and online
£90,000	21/05/2020 24	Core costs to deliver new/original work and re-imagined works over a two-year period on stage, on screen and online
DCMS - Northern Ballet Culture Recovery Fund Application
£744,798	01/04/2020	To support Arts and Culture throughout England
DCMS - Northern Ballet Culture Recovery Fund Application
£372,000	01/04/2020	To support Arts and Culture throughout England
Paul Hamlyn Foundation - Rise
£48,000	13/05/2019 17	To deliver a dance programme in five Yorkshire primary schools to increase pupils' confidence, health and wellbeing, linking to the Physical Education, and Personal, Social, Health and Economic ....more To deliver a dance programme in five Yorkshire primary schools to increase pupils' confidence, health and wellbeing, linking to the Physical Education, and Personal, Social, Health and Economic curriculums.
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£250,000	17/10/2018	Core Costs
John Ellerman Foundation - mid-scale touring programme
£60,000	23/03/2016 24	Towards the costs of the mid-scale touring programme which brings live ballet to new areas and audiences.
Andrew Lloyd Webber Foundation - Grant to Northern Ballet
£15,000	22/07/2015	START Schools

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 44-75

BARONESS JUDITH BLAKE Appointed: 2018, Occupation: Leader Of Leeds City Council, Other trusteeships: THE ROYAL ACADEMY OF DRAMATIC ART, JOSEPH ASPDIN SKILLS TRUST,

CAROL ANN ARROWSMITH Appointed: 2015, Occupation: Director

CLIVE ROLAND LLOYD Appointed: 2019, Occupation: Company Director, Other trusteeships: HALIFAX CHORAL SOCIETY (1817) LIMITED, THE HALIFAX ANTIQUARIAN SOCIETY, NATIONAL CRIMEBEAT, THE YORKSHIRE HISTORIC CHURCHES TRUST,

ELIZABETH JACKSON Appointed: 2015, Occupation: Retired Executive Director

GUIDO ROBERTO PERRICONE MR (Chair) Appointed: 2022

JOLYON LEONARD HARRISON Appointed: 2018, Occupation: Company Director

KEVIN O'HARE Appointed: 2015, Occupation: Director Of The Royal Ballet, Other trusteeship: THE ROYAL BALLET SCHOOL,

KYLA MULLINS Appointed: 2020, Occupation: Lawyer

PHILIP KELLER Appointed: 2018, Occupation: Company Director

SONNY HANLEY Appointed: 2021, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 27/09/1969, number: 259140
Registered at Companies House on 31/01/1969, number: 00947096

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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; AR13: 1 days late, AR11: 0 days late,

Main office

Northern Ballet
2 St. Cecilia Street
LEEDS
LS2 7PA

Objectives

1.1 TO PROMOTE, MAINTAIN, IMPROVE AND ADVANCE EDUCATION PARTICULARLY BY PRODUCTION OF EDUCATIONAL PLAYS AND BALLETS AND THE ENCOURAGEMENT OF THE ARTS INCLUDING THE ARTS OF DRAMA, MIME, DANCE, SINGING AND MUSIC. 1.2 TO PRESENT, PRODUCE, MANAGE, CONDUCT, PROMOTE, ORGANISE AND PROVIDE SUCH PLAYS, BALLETS, DRAMAS, OPERAS, OPERETTAS, BURLESQUES, PUPPET SHOWS, FILMS, BROADCASTS, CONCERTS, MUSICAL PIECES, ENTERTAINMENTS AND EXHIBITIONS AS ARE CONDUCIVE TO THE PROMOTION, MAINTENANCE, IMPROVEMENT AND ADVANCEMENT OF EDUCATION OR TO THE ENCOURAGEMENT OF THE ARTS. 1.3 TO ADVANCE THE ARTS, CULTURE, HERITAGE AND SCIENCE BY CO-OPERATING WITH CHARITIES CONDUCTING SUCH PURPOSES IN ORDER TO PROMOTE, DEVELOP AND IMPROVE THE QUALITY OF SUCH PLAYS, BALLETS, DRAMAS, OPERAS, OPERETTAS, BURLESQUES, PUPPET SHOWS, FILMS, BROADCASTS, CONCERTS, MUSICAL PIECES, ENTERTAINMENTS AND EXHIBITIONS CARRIED OUT BY THOSE CHARITIES. 1.4 TO PRESERVE AND PROTECT THE ENVIRONMENT FOR THE BENEFIT OF THE PUBLIC BY THE PROVISION OF A PUBLIC AMENITY.

Defined Area of Benefit:

UNRESTRICTED

Data Sources