Finance Score: 0

Governance Score: 2

Support Score: 2

No PartB

No conflicts policy: -1
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 4

SOUTHPORT SPOTLIGHTS MUSICAL THEATRE SOCIETY

SSMTS seeks to educate the public in the dramatic and operatic arts, to further the development and public appreciation of the arts and to assist and further such charitable institutions and charitable purposes as the management committee shall for time to time determine

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 50 years

www.southportspotlights.co.uk

tanya_anderson@hotmail.com

07930145249

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
31/08/23		£117	£91	£26	n/a	n/a	n/a	n/a	n/a	0
31/08/22		£85	£88	£-3	n/a	n/a	n/a	n/a	n/a	0
31/08/21		£8	£11	£-3	n/a	n/a	n/a	n/a	n/a	0
31/08/20		£48	£46	£2	n/a	n/a	n/a	n/a	n/a	0
31/08/19		£81	£85	£-4	n/a	n/a	n/a	n/a	n/a	20
31/08/18		£80	£82	£-1	£0	£0	£0	n/a	0	0
31/08/17		£68	£73	£-6	£0	£0	£0	n/a	0	0
31/08/16		£62	£69	£-7	£0	£0	£0	n/a	0	0
31/08/15		£89	£72	£17	£0	£0	£0	n/a	0	0
31/08/14		£60	£58	£3	£0	£0	£0	n/a	0	0
31/08/13		£54	£51	£3	£0	£0	£0	n/a	0	0
31/08/12		£58	£63	£-4	£0	£0	£0	n/a	0	0
31/08/11		£62	£62	£0	£0	£0	£0	n/a	0	0
31/08/10		£40	£43	£-3	£0	£0	£0	n/a	0	0
31/08/09		£69	£62	£6	£0	£0	£0	n/a	0	0
31/08/08		£69	£59	£9	£0	£0	£0	n/a	0	0
31/08/07		£56	£62	£-7	£0	£0	£0	n/a	0	0
31/08/06	*	£46	£50	£-4	£0	£0	£0	n/a	0	0
31/08/05	*	£54	£55	£-1	£0	£0	£0	n/a	0	0
31/08/04		£61	£54	£7	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
General Charitable Purposes

How it operates

Other charitable activities

Where it operates

Sefton,

Who it helps

Children/Young People
The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to SONG
£3,209	21/10/2023	Our self-funded cast of 35 young members love entertaining our community, supporting our local theatre and community. Major costs are involved, including theatre costs, stage setting and costumes.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

ANDREW JOHN STEEL (Chair) Appointed: 2023

CHERYL HORNBY

DENISE MARSTERS Appointed: 2018

HANNAH MUNRO Appointed: 2021

HILARY THOMSON Appointed: 2017

JAMES DONALDSON Appointed: 2015, Other trusteeship: CHILDREN’S CHARITY MERSEYSIDE CIO,

TANYA STEEL Appointed: 2018

TOM HORNBY

Legal constitution

Charity registered in England & Wales on 09/11/1973, number: 502783

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures

Filing Record

20 returns made; AR06: 59 days late, AR05: 3 days late,

Recent reorganisation events:

Asset transfer in from LODDON VALLEY OPERA on 18/11/2022

Main office

134 BALMORAL DRIVE
SOUTHPORT
PR9 8PY

Objectives

TO EDUCATE THE PUBLIC IN THE DRAMATIC AND OPERATIC ARTS TO FURTHER THE DEVELOPMENT OF PUBLIC APPRECIATION AND TASTE IN THE SAID ARTS, TO ASSIST AND FURTHER SUCH CHARITABLE INSTITUTIONS AND CHARITABLE PURPOSES AS THE MANAGEMENT COMMITTEE SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources