Finance Score: 1
Governance Score: 9
Support Score: 6
  • Low unrestricted reserves: -2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +6
Overall GiG Score: 16 ?

THE COURTYARD TRUST 

To promote the improvement and development of artistic taste and the knowledge, understanding and appreciation of arts and cultural and educational value (including the arts of dance, drama, literature, music and singing) of the public and in particular the residents of the County of Herefordshire.
Analysis by Giving is Great

Positives:

  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • 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

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • Unrestricted reserves appear to be dangerously low at the latest year end
Established: 26 years

www.courtyard.org.uk

ian.archer@courtyard.org.uk

07887885111

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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£3,021£3,110£-89£38£1,500£521271102
31/03/22£2,537£2,670£-133£541£1,589£5662.566102
31/03/21£2,595£1,405£1,190£299£1,722£4944.266105
31/03/20£3,042£2,837£205£624£524£1910.870110
31/03/19£2,987£2,995£-8£663£327£253157110
31/03/18£2,921£2,948£-27£610£335£2911.2590
31/03/17£2,925£2,893£32£598£362£2841.2600
31/03/16£2,708£2,776£-67£612£331£2411580
31/03/15£2,745£2,675£69£651£398£2721.2580
31/03/14£2,924£2,917£7£611£329£2461590
31/03/13£2,519£2,487£33£587£322£2341.1570
31/03/12£2,445£2,373£72£502£289£1941540
31/03/11£2,288£2,169£119£459£218£1370.8490
31/03/10£2,033£1,979£54£391£99£80460
31/03/09£2,067£1,901£167£371£45£730.5460
31/03/08£1,823£1,706£117£327£-122£-157-1.1480
31/03/07*£1,861£1,908£-47£418£-239£-274-1.7550
31/03/06£1,554£1,594£-40£0£0£0n/a00
31/03/05£1,565£1,456£109£0£0£0n/a00
31/03/04£1,182£1,217£-35£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 1.8%
Fundraising Costs/Total Spending: 1.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 48%
Liabilities/Income: 45%
Unrestricted Funds/Total Funds: 35%
Reserves/Spending: 2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.4
Asset Split ?
Listed activities
  • Arts/Culture/Heritage/Science
How it operates
  • Provides buildings/facilities/open space
Where it operates
  • Herefordshire,
Who it helps
  • The General Public/Mankind
Who works here?
  • 71 employees
  • 102 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£1,239,079
Garfield Weston Foundation£294,404
The Foyle Foundation£75,000
National Lottery Community Fund£3,650
Specific Donations
Amount When
Months
To be used for
Herefordshire Community Foundation - Hereford Promenade
£2,300 31/08/2023
Grant to Courtyard Centre for the Arts
Department for Environment, Food and Rural Affairs - RPA Simplified Countryside Stewardship
£1,915 01/04/2022
The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water ....more
Wolfson Foundation - Grant to The Courtyard Theatre
£0 09/12/2021
Grant of £12,126 towards additional Solar Powers and LED conversion. Grant paid via Theatres Trust (22870)
National Lottery Community Fund - #TalkAwayDontWalkAway digital delivery
£3,650 12/03/2021
10
The funding will be used to provide online mental health workshops and digital activity booklets for children in local schools affected by the pandemic. The project aims to help young people to ....more
Garfield Weston Foundation - WCF award - COVID19 response
£144,404 12/02/2021
Weston Culture Fund
Garfield Weston Foundation - Major Grants award
£150,000 03/07/2020
Capital Expansion 2020
DCMS - The Courtyard Trust
£216,778 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
DCMS - Culture Recovery Fund Application
£535,565 01/04/2020
To support Arts and Culture throughout England
DCMS - Cultural Capital Kickstart Fund
£210,380 01/04/2020
To support Arts and Culture throughout England
DCMS - CRFG2
£276,356 01/04/2020
To support Arts and Culture throughout England
The Foyle Foundation - Arts
£75,000 28/11/2019
towards the capital expansion project
BBC Children in Need - Grant to The Courtyard Centre for the Arts
£26,575 30/07/2018
36
This three year grant will fund an arts project for disabled children and young people in a deprived area. Outcomes include improved life skills, being emotionally well and developing essential ....more
The Baring Foundation - Grant to Courtyard Centre for the Arts
£4,000 26/06/2017
To conduct a Study of the Provision of Training for Artists in the UK working in Care Homes and for Care Home Staff to Use the Arts
National Lottery Community Fund - The Courtyard/Creative Ageing
£344,320 23/03/2016
36
A project to reduce isolation and improve the quality of older peoples’ lives through direct access to the arts. The scheme will run artist led creative workshops for residents in local care ....more
National Lottery Heritage Fund - Grant to The Courtyard Centre for the Arts
£10,000 18/12/2014
Herefordshire Heroes
Henry Smith Charity - Grant to Courtyard Centre for the Arts
£71,200 13/03/2014
24
towards two years' running costs of a project in Herefordshire that uses drama and dance to engage with older people with dementia
National Lottery Community Fund - Arts and Older People
£103,000 14/03/2012
36
This project will continue to deliver arts projects to isolated older people (over 65 years) in rural communities in Herefordshire. The Courtyard Trust will work with organisations such as the ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

Age Range of Trustees: 35-69
  • JULIA HAYES Appointed: 2023, Occupation: Learning And Organisational Development Advisor
  • LAURA GALE Appointed: 2023, Occupation: Dance And Drama Practioner
Legal constitution
  • Charitable company registered in England & Wales on 30/01/1998, number: 1067869
  • Registered at Companies House on 24/03/1997, number: 03342581
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
  • 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; AR07: 22 days late,
Main office

The Courtyard Trust
Edgar Street
HEREFORD
HR4 9JR

Objectives

THE PROMOTION, IMPROVEMENT AND DEVELOPMENT OF ARTISTIC TASTE AND KNOWLEDGE, UNDERSTANDING AND APPRECIATION OF ARTS OF CULTURAL AND EDUCATIVE VALUE (INCLUDING THE ARTS OF DANCE, DRAMA, LITERATURE, MUSIC, SINGING AND THE VISUAL ARTS) OF THE PUBLIC AND IN PARTICULAR THE RESIDENTS OF HEREFORDSHIRE.

Defined Area of Benefit:

NOT DEFINED.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great