Finance Score: 0
Governance Score: 4
Support Score: 0
  • No PartB
  • No volunteer policy: -2
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteer base +3
Overall GiG Score: 7 ?

THE HERON THEATRE

The object of the Heron Theatre is to present to the public dramatic and kindred arts by means of the production of dramatic, musical and dance performances, films, lectures, and slide shows; and the promotion of other cultural activities in its own theatre and elsewhere. The Heron Theatre is run entirely by unpaid volunteers.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • 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:

  • Although this charity works with volunteers it does not have a Volunteer Management policy
  • Over half the Board have joined recently

Financial issues to consider:

  • 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
31/05/23£50£36£13n/an/an/an/an/an/a
31/05/22£52£50£2n/an/an/an/an/an/a
31/05/21£6£6£0n/an/an/an/an/an/a
31/05/20£37£30£7n/an/an/an/an/an/a
31/05/19£42£41£1n/an/an/an/an/an/a
01/06/18£38£37£1n/an/an/an/an/an/a
31/05/17£37£36£1n/an/an/an/an/an/a
31/05/16?£48£49£-1n/an/an/an/an/an/a
30/04/15£39£38£1n/an/an/an/an/an/a
30/04/14£29£34£-5n/an/an/an/an/an/a
30/04/13£34£33£1n/an/an/an/an/an/a
30/04/12£33£29£3n/an/an/an/an/an/a
30/04/11£29£28£0n/an/an/an/an/an/a
30/04/10£28£31£-2n/an/an/an/an/an/a
30/04/09£31£31£0n/an/an/an/an/an/a
30/04/08£28£26£2n/an/an/an/an/an/a
30/04/07£29£28£0n/an/an/an/an/an/a
30/04/06£25£24£2n/an/an/an/an/an/a
30/04/05£21£17£4n/an/an/an/an/an/a
30/04/04£23£34£-11n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 51 years

www.theherontheatre.com

info@theherontheatre.com

015395 64283

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
GiG Classification
  • Performing and visual arts
How it operates
  • Provides buildings/facilities/open space
Where it operates
  • Cumbria, Lancashire,
Who it helps
  • 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.

Specific Donations
Amount When
Months
To be used for
Cumbria Community Foundation - Purchase of a second hand piano
£600 21/02/2023
11
Purchase of a second hand piano
Cumbria Community Foundation - Ventilation installation for the theatre
£2,000 17/12/2021
Ventilation installation for the theatre

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split
Based on 8/9 persons

  • AMANDA FAITH BINGLEY Appointed: 2024
  • BRENDAN BOLLAND Appointed: 2022
  • DAVID BROADHURST (Chair) Appointed: 2021
  • KENNETH LAWSON FORSTER Appointed: 2022
  • LESLEY GILL Appointed: 2019
  • MARION PLOWRIGHT Appointed: 2024
  • PETER KAY Appointed: 2024
  • PETER MANN Appointed: 2021
  • SANDRA MARY KAY Appointed: 2024
Legal constitution
  • Charity registered in England & Wales on 19/06/1973, number: 501134
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; all on time
Main office

Heron Theatre
Stanley Street
Beetham
MILNTHORPE
LA7 7AS

Objectives

TO PROMOTE ALL ASPECTS OF THE PERFORMING, VISUAL AND CREATIVE ARTS IN ORDER TO CREATE A GREATER APPRECIATION AND AWARENESS IN THE GENERAL PUBLIC AND TO ASSIST AND FURTHER SUCH CHARITABLE INSTITUTIONS AND PURPOSES AS THE CHARITY MAY FROM TIME TO TIME DETERMINE. (SEE CONSTITUTION FOR FURTHER DETAILS)

Defined Area of Benefit:

NOT DEFINED, BUT COVERS SOUTH WESTMORLAND AND NORTH LANCASHIRE

Data Sources

Charity Commission for England and Wales
360 Giving

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