Finance Score: -3

Governance Score: 6

Support Score: 13

Poor Liquidity: -1
Deficit latest year: -2

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

Grant maker support: +13

Overall GiG Score: 16

GWENT BALLET THEATRE LIMITED

To provide, maintain, improve and advance the education of the public in the arts and sciences, in particular the art of dance by the presentation of public performances, workshops and other similar activities.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
Income was lower than spending in the latest year

Established: 33 years

www.ballet.cymru

dariusjames@welshballet.co.uk

01633 892927

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		£624	£758	£-135	£0	£709	£77	1.2	6	0
31/03/22		£657	£710	£-53	£0	£844	£90	1.5	6	0
31/03/21		£711	£528	£183	£0	£897	£196	4.5	5	0
31/03/20		£725	£655	£70	£0	£714	£118	2.2	5	0
31/03/19		£584	£576	£8	£0	£644	£75	1.6	4	3
31/03/18		£565	£581	£-16	£0	£636	£22	0.5	4	0
31/03/17?		£322	£226	£96	£0	£0	£0	n/a	0	0
31/08/16		£382	£408	£-25	£0	£0	£0	n/a	0	0
31/08/15		£553	£463	£90	£4	£582	£54	1.4	3	0
31/08/14		£818	£404	£414	£2	£491	£76	2.3	3	0
31/08/13		£497	£535	£-38	£0	£0	£0	n/a	0	0
31/08/12	*	£395	£400	£-5	£0	£0	£0	n/a	0	0
31/08/11		£356	£329	£27	£0	£0	£0	n/a	0	0
31/08/10		£269	£289	£-20	£0	£0	£0	n/a	0	0
31/08/09		£293	£234	£59	£0	£0	£0	n/a	0	0
31/08/08		£237	£236	£1	£0	£0	£0	n/a	0	0
31/08/07		£233	£233	£0	£0	£0	£0	n/a	0	0
31/08/06		£240	£253	£-13	£0	£0	£0	n/a	0	0
31/08/05		£227	£222	£5	£0	£0	£0	n/a	0	0
31/08/04		£205	£218	£-13	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 11%
Reserves/Spending: 1.2 months
Net Current Assets/Spending: 3 months
Quick Ratio: 9.8

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Throughout Wales,

Who it helps

The General Public/Mankind

Who works here?

6 employees

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

Paul Hamlyn Foundation	£264,000
Garfield Weston Foundation	£100,000
The Linbury Trust	£34,000
The Foyle Foundation	£30,000
Haberdashers' Company	£26,834

Specific Donations

Amount	When Months	To be used for
The Linbury Trust - Energy efficiency - Ballet Cymru
£4,000	13/12/2023	A one off grant towards costs for an energy audit.
Haberdashers' Company - Throckmorton Trotman Educational Fund
£15,000	06/09/2023	Trotman Junior Exhibitions 2023
Haberdashers' Company - Haberdashers' St. Catherine Foundation
£3,777	21/06/2023	St Catherine Foundation Bursaries allocation 2022/23
The Linbury Trust - Duets Programme - BalletCymru
£30,000	20/06/2023	A one-off grant towards the Duets Programme, supporting young people in areas of need to participate in dance training.
Haberdashers' Company - Travel Scholarships Fund
£4,000	17/05/2023	Northcott Travel award
Haberdashers' Company - Travel Scholarships Fund
£2,000	19/04/2023	Mautner Travel award
Haberdashers' Company - Prize Fund
£2,057	06/07/2022	Annual award
Paul Hamlyn Foundation - Covid-19 Emergency Funding: Duets dance programme
£59,000	27/10/2021 11	Ballet Cymru is a professional ballet company in Wales who tour performances and deliver dance education programmes. This grant provides core support for Duets, Ballet Cymru’s national programme ....more Ballet Cymru is a professional ballet company in Wales who tour performances and deliver dance education programmes. This grant provides core support for Duets, Ballet Cymru’s national programme for young people in areas of need to access dance training and progression routes. Five community organisations and seven primary schools will take part, involving over 200 children across Wales.
The Foyle Foundation - Arts
£30,000	28/04/2021	towards the creation of a second dance studio to increase the space available for training and hires (awarded grant in response to coronavirus)
Garfield Weston Foundation - WCF award - COVID19 response
£100,000	12/02/2021	Weston Culture Fund
Paul Hamlyn Foundation - Duets: Wales-wide access to ballet
£205,000	13/05/2019 39	To roll out the Duets programme, which offers long-term dance classes to young people facing multiple disadvantage, in six areas across Wales.
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£75,000	18/06/2018	Core Funding
Paul Hamlyn Foundation - DUETS
£35,000	10/07/2017 12	This grant will help Ballet Cymru to evaluate the impact of the DUETS programme in addressing inequality in access to and participation in dance in South East Wales and to analyse its potential to ....more This grant will help Ballet Cymru to evaluate the impact of the DUETS programme in addressing inequality in access to and participation in dance in South East Wales and to analyse its potential to become a national model.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 33-60

ADAM MUSIC Appointed: 2024, Occupation: Primary School Teacher

CATHERINE JOY BATT Appointed: 2019, Occupation: Finance Director

EMMA KATE TREVELYAN JONES Appointed: 2022, Occupation: Transcription Manager

EVELYN JAMES Appointed: 2024, Occupation: Project Manager

HANNAH LOUISE BEADSWORTH Appointed: 2022, Occupation: Development Manager (Third Sector)

JEN ANGHARAD (Chair) Appointed: 2020, Occupation: Ceo

Legal constitution

Charitable company registered in England & Wales on 08/11/1990, number: 1000855
Registered at Companies House on 29/08/1990, number: 02535169

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; AR12: 150 days late,

Main office

Ballet Cymru
Unit 1
Wern Trading Estate
Rogerstone
NEWPORT
NP10 9FQ

Objectives

TO PROVIDE, MAINTAIN, IMPROVE AND ADVANCE THE EDUCATION OF THE PUBLIC IN THE ARTS AND SCIENCES IN PARTICULAR THE ART AND SCIENCE OF DANCE BY THE PRESENTATION OF PUBLIC PERFORMANCES AND OTHER SIMILAR ACTIVITIES

Defined Area of Benefit:

NOT DEFINED

Data Sources