Finance Score: -2

Governance Score: 6

Support Score: 4

Multiple Deficits: -2
No PartB

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

Grant maker support: +4

Overall GiG Score: 8

VALLEY COMMUNITY THEATRE

Arts facilities operator and provider of theatre, dance, music, art and film opportunities for young people and the community in Liverpool.

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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Established: 11 years
(24 years as a company)

http://www.valleytheatre.co.uk

info@valleytheatre.co.uk

01514880364

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		£111	£133	£-21	n/a	n/a	n/a	n/a	n/a	5
31/03/22		£111	£128	£-18	n/a	n/a	n/a	n/a	n/a	5
31/03/21		£143	£115	£29	n/a	n/a	n/a	n/a	n/a	5
31/03/20		£112	£103	£10	n/a	n/a	n/a	n/a	n/a	5
31/03/19		£81	£103	£-22	n/a	n/a	n/a	n/a	n/a	4
31/03/18		£102	£104	£-2	£0	£0	£0	n/a	0	0
31/03/17	*	£108	£103	£5	£0	£0	£0	n/a	0	0
31/03/16	*	£113	£100	£13	£0	£0	£0	n/a	0	0
31/03/15		£81	£82	£-1	£0	£0	£0	n/a	0	0
31/03/14		£86	£66	£20	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training

How it operates

Provides services

Where it operates

Knowsley, Liverpool City,

Who it helps

Children/Young People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
5 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.

Specific Donations

Amount	When Months	To be used for
DCMS - Valley Community Theatre
£60,000	01/04/2020	To support Arts and Culture throughout England
National Lottery Community Fund - Valley Sounds
£9,825	06/06/2019 12	The project aims to bring locals together to have fun, to encourage individual development and to reduce isolation. Funding will allow the charity to continue and expand its musical activity sessions ....more The project aims to bring locals together to have fun, to encourage individual development and to reduce isolation. Funding will allow the charity to continue and expand its musical activity sessions with people who have additional needs.
National Lottery Heritage Fund - Grant to Valley Community Theatre
£39,500	27/02/2018	Time Travelling: past, present and future: creating historical digital snapshots along the way
National Lottery Community Fund - Voices from the Valley
£8,450	08/11/2017 12	The group will continue to deliver music based sessions for adults with a range of learning, sensory, communication and mobility difficulties and mental health problems. This will enable them to ....more The group will continue to deliver music based sessions for adults with a range of learning, sensory, communication and mobility difficulties and mental health problems. This will enable them to interact with the wider community to reduce their social isolation and increase their sense of achievement and skills development.
Woodward Charitable Trust - Towards a music project for young people with disabilities
£1,000	25/02/2016	Towards a music project for young people with disabilities in Netherley, Liverpool.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 43-83

CHRIS FREENEY Appointed: 2019, Occupation: Telecommunications Lead

DAVID BROWN Appointed: 2022

ENID LODGE Appointed: 2015, Occupation: Retired, Other trusteeship: THE FOURTH DIMENSION TRUST,

KATHLEEN UPFOLD Appointed: 2022

LYNSEY EVANS Appointed: 2019, Occupation: Dance Principle

MARK ROWLANDS Appointed: 2015, Occupation: Unemployed

PHILIP ANTONY LODGE Appointed: 2013, Occupation: Retired, Other trusteeships: THE FOURTH DIMENSION TRUST, THE METHODIST CHURCH - LIVERPOOL (SOUTH) CIRCUIT,

TOM MCLENNAN (Chair) Appointed: 2019, Occupation: Teacher

Legal constitution

Charitable company registered in England & Wales on 28/01/2013, number: 1150615
Registered at Companies House on 29/12/1999, number: 03900667

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

16/01/2015 - Asset transfer in from VALLEY COMMUNITY THEATRE
25/10/2022 - Asset transfer in from DINGLE COMMUNITY THEATRE

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events 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
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

10 returns made; AR17: 2 days late, AR16: 1 days late,

Recent reorganisation events:

Asset transfer in from DINGLE COMMUNITY THEATRE on 25/10/2022

Main office

VALLEY COMMUNITY THEATRE
CHILDWALL VALLEY ROAD
LIVERPOOL
L27 3YA

Objectives

THE COMPANY IS ESTABLISHED TO ADVANCE THE EDUCATION OF THE PUBLIC OF LIVERPOOL IN THE ARTS, PARTICULARLY BUT NOT EXCLUSIVELY THE PERFORMING ARTS.

Data Sources