Finance Score: -4

Governance Score: 9

Support Score: 6

Multiple Deficits: -2
Fundraising costs high: -2

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

Grant maker support: +6

Overall GiG Score: 11

POOLE ARTS TRUST LIMITED

Lighthouse offers a wide range of theatrical, cinematic, visual arts and musical events in order to appeal to a broad range of people. It provides facilities for amateur artists to develop their skills and presents workshops and theatrical productions to involve young people in the arts in order to encourage a culture in which different age ranges play a complementary part.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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 and dynamic in terms of composition

Financial issues to consider:

On several occasions in recent years income has been less than spending
Fundraising costs are high relative to funds raised

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	£5,446	£5,674	£-228	£980	£6,417	£2,037	4.3	122	40
31/03/22	£5,606	£5,566	£40	£733	£6,644	£1,559	3.4	54	27
31/03/21	£3,205	£2,755	£450	£437	£6,604	£841	3.7	167	24
31/03/20	£4,869	£5,366	£-497	£863	£6,155	£177	0.4	54	40
31/03/19	£4,447	£4,724	£-277	£814	£6,652	£138	0.4	220	50
31/03/18	£3,192	£4,421	£-1,229	£72	£6,929	£244	0.7	54	0
31/03/17	£6,413	£3,990	£2,423	£619	£7,180	£238	0.7	44	0
31/03/16	£5,173	£3,955	£1,218	£0	£4,757	£249	0.8	199	0
31/03/15	£3,817	£3,913	£-96	£395	£3,539	£227	0.7	47	0
31/03/14	£3,709	£4,107	£-398	£450	£3,635	£220	0.6	50	0
31/03/13	£3,651	£3,693	£-42	£500	£4,033	£246	0.8	83	0
31/03/12	£3,669	£3,552	£117	£552	£4,444	£288	1	60	0
31/03/11	£3,727	£3,724	£4	£607	£4,736	£171	0.6	66	0
31/03/10	£3,763	£3,875	£-112	£603	£5,156	£147	0.5	62	0
31/03/09	£3,379	£4,007	£-628	£550	£5,689	£230	0.7	61	0
31/03/08	£3,625	£3,548	£77	£41	£6,307	£373	1.3	60	0
31/03/07	£3,743	£3,731	£12	£38	£6,700	£296	1	62	0
31/03/06	£3,757	£3,755	£2	£0	£0	£0	n/a	0	0
31/03/05	£3,708	£3,696	£12	£0	£0	£0	n/a	0	0
31/03/04	£3,860	£3,808	£52	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 20.9%
Fundraising Costs/Total Spending: 17.3%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 20%
Liabilities/Income: 30%
Unrestricted Funds/Total Funds: 32%
Reserves/Spending: 4.3 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.4

Asset Split ?

Established: 46 years

www.lighthousepoole.co.uk

info@lighthousepoole.co.uk

01202280000

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Performing and visual arts

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

Poole,

Who it helps

The General Public/Mankind

Who works here?

122 employees
40 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	£2,311,379
Garfield Weston Foundation	£290,000
National Lottery Heritage Fund	£9,899

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Poole Arts Trust Limited
£9,899	15/12/2022	Poole Community Play
DCMS - Culture Recovery Fund: Continuity Support
£487,423	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.
Garfield Weston Foundation - WCF award - COVID19 response
£290,000	05/02/2021	Weston Culture Fund
DCMS - Poole Arts Trust Ltd
£348,510	01/04/2020	The wider aim of the scheme is: We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given ....more The wider aim of the scheme is: We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of high quality cultural experiences. Between 2018 and 2022, we will invest £1.45 billion of public money from government and an estimated £860 million from the National Lottery to help deliver this vision.
DCMS - Lighthouse, Poole
£987,964	01/04/2020	To support Arts and Culture throughout England
DCMS - Lighthouse, Poole
£487,482	01/04/2020	To support Arts and Culture throughout England
DCMS - Poole Arts Trust Ltd
£342,213	01/04/2019	£1.6bn invested in the key arts and culture infrastrucure organisations in England for a 4 year period
DCMS - Poole Arts Trust Ltd
£342,213	01/04/2018	Poole Arts Trust Ltd
DCMS - Poole Arts Trust Ltd
£85,553	01/04/2018	To support Poole Arts Trust Ltd

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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: 38-74

CAROLINE GITSHAM Appointed: 2022, Occupation: Company Director

DAVID HOARE Appointed: 2022, Occupation: Company Director

MT RAINEY Appointed: 2020, Occupation: Company Director, Other trusteeship: VENUS BLAZING MUSIC TRUST,

TONY JOHNSON Appointed: 2022, Occupation: Company Director

ALISON GANNAGE-STEWART Appointed: 2020, Occupation: Company Director

CHANNA VITHANA Appointed: 2022, Occupation: Company Director, Other trusteeship: SPUD,

JANICE JANE ROWLANDS Appointed: 2019, Occupation: Company Director

MONIKA BARNES Appointed: 2020, Occupation: Founder & Director

DONALD EDWARD NORDBERG Appointed: 2018, Occupation: Company Director, Other trusteeship: MILESTONES TRUST,

Legal constitution

Charitable company registered in England & Wales on 24/08/1978, number: 275961
Registered at Companies House on 12/05/1978, number: 01368325

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
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; all on time

Main office

LIGHTHOUSE
21 KINGLAND ROAD
POOLE
BH15 1UG

Objectives

TO PRESENT A RICH AND WELL BALANCED ARTISTIC PROGRAMME TO HELP DEVELOP THE TASTES, EXPECTATIONS AND EXPERIENCES OF THE ARTS AND ENTERTAINMENT PRIMARILY FOR RESIDENTS OF AND VISITORS TO POOLE AND ITS SURROUNDING AREAS AND TO PROVIDE AUDIENCES WITH OPPORTUNITIES FOR LEARNING, PARTICIPATING AND EXPERIENCING A WIDE VARIETY OF COMPLEMENTARY ACTIVITIES.

Defined Area of Benefit:

NOT DEFINED (IN PRACTICE POOLE)

Data Sources