Finance Score: 3

Governance Score: 7

Support Score: 7

Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3
Multiple returns filed late: -2

Overall weighted support: +7

Overall GiG Score: 17

EXETER NORTHCOTT THEATRE COMPANY

Exeter Northcott Theatre serves a catchment of 551,000 homes from its home on the University of Exeter's Streatham Campus with a programme of touring drama, dance, opera, music, comedy and family theatre . A flagship for the city, the theatre plays a vital role in Exeter's cultural life acting as a magnet for thousands of people of all ages interested in attending and taking part in live theatre.

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
Fundraising costs are 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:

Returns have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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
31/07/23	*	£2,913	£2,967	£-54	£219	£1,038	£979	4	59	52
31/07/22		£2,967	£2,788	£179	£237	£1,091	£990	4.3	44	43
31/07/21		£1,254	£1,194	£60	£19	£912	£584	5.9	25	20
31/07/20		£2,241	£2,017	£224	£266	£852	£512	3	59	64
31/07/19	*	£2,879	£2,608	£271	£377	£628	£438	2	53	64
31/07/18		£2,366	£2,235	£132	£165	£357	£108	0.6	49	0
31/07/17		£2,309	£2,280	£28	£150	£226	£180	0.9	47	0
31/07/16		£2,005	£1,891	£113	£131	£197	£119	0.8	54	0
31/07/15		£1,765	£1,582	£183	£64	£84	£131	1	18	0
31/07/14		£1,546	£1,646	£-99	£99	£-99	£-99	-0.7	44	0

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Financial Ratios

Fundraising Costs/Relevant Income: 9.5%
Fundraising Costs/Total Spending: 7.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 47%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 4 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.4

Asset Split ?

Balance Sheet History

Established: 12 years

www.exeternorthcott.co.uk

info@exeternorthcott.co.uk

01392722412

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Performing and visual arts

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Cornwall, Devon, Somerset,

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.

Major supporters in last 5 years

National Lottery Heritage Fund	£143,500
Esmee Fairbairn	£21,730
National Lottery Community Fund	£16,255
Architectural Heritage Fund	£15,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Creative Connections
£9,505	13/05/2022	The funding will be used to run weekly performance sessions for 8 individuals with disabilities and their carers.The project aims to provide both personal/skills development and social opportunities for individuals with a wide range of disabilities ....more The funding will be used to run weekly performance sessions for 8 individuals with disabilities and their carers.The project aims to provide both personal/skills development and social opportunities for individuals with a wide range of disabilities who are otherwise socially isolated both as a result of their disability and the pandemic.
Devon Community Foundation - Adventure Hour
£4,865	18/01/2022	Targeted creative classes for parents with babies and young children in Whipton and Beacon Heath
National Lottery Community Fund - Creative Connections
£6,750	27/11/2020 12	The funding will be used to deliver creative and performance activities for people living with disabilities and their carers. The project aims to build social connections and improve life skills and support the participants whose wellbeing has been ....more The funding will be used to deliver creative and performance activities for people living with disabilities and their carers. The project aims to build social connections and improve life skills and support the participants whose wellbeing has been negatively affected by COVID-19.
Architectural Heritage Fund - Grant to Exeter Northcott Theatre
£15,000	27/10/2020	The Barnfield Theatre
Esmee Fairbairn - Grant to Exeter Northcott Theatre
£21,730	05/05/2020 6	towards unrestricted costs as a COVID-19 Fast Response grant
National Lottery Heritage Fund - Grant to Exeter Northcott Theatre
£143,500	27/11/2019	Audience Makers - Revealing Exeter Northcott's Hidden Archive
Esmee Fairbairn - Grant to Exeter Northcott Theatre
£133,113	16/05/2018 36	Towards the salary of a new development and enterprise manager post to support the theatre’s business plan.
Esmee Fairbairn - Grant to Exeter Northcott Theatre
£131,754	10/09/2014	Towards core costs associated with developing organisational capacity.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 20-65

AMANDA CHRISTINE IVORY-CASTILE Appointed: 2019, Occupation: Head Of Production And Planning

CRAIG BOWDEN Appointed: 2019, Occupation: Marketing Manager

DAVID THOMAS BALCOMBE Appointed: 2019, Occupation: Retired

DR THOMAS PAUL BEGBIE Appointed: 2023, Occupation: University Administration

JAMES GORDON ANTHONY-EDWARDS Appointed: 2019, Occupation: Librarian

LINDA PEKA Appointed: 2022, Occupation: Deputy Registrar University Of Exeter

MIA KATJA HODGE Appointed: 2024, Occupation: Student

PROFESSOR JANE REBECCA MILLING Appointed: 2022, Occupation: University Professor

RECECCA CHAPMAN Appointed: 2021, Occupation: Executive Director

SARAH ELGHADY Appointed: 2021, Occupation: Individual Giving Manager

Legal constitution

Charitable company registered in England & Wales on 12/04/2013, number: 1151620
Registered at Companies House on 07/02/2013, number: 08393145

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
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; AR23: 25 days late, AR19: 19 days late,

Recent reorganisation events:

Asset transfer in from BARNFIELD THEATRE LTD on 19/03/2024

Main office

NORTHCOTT THEATRE
STOCKER ROAD
EXETER
EX4 4QB

Objectives

THE CHARITY'S OBJECTS (OBJECTS) ARE THE PROMOTION OF PERFORMING AND VISUAL ARTS IN ALL THEIR FORMS FOR THE BENEFIT OF THE PUBLIC INCLUDING (BUT NOT LIMITED TO):(A) THE PROVISION OF FACILITIES FOR REHEARSING AND STAGING PERFORMANCES FOR THE BENEFIT OF THE PUBLIC; (B) THE EDUCATION AND TRAINING OF THE PUBLIC IN ARTS PRODUCTION AND MANAGEMENT; AND(C) THE EDUCATION OF THE PUBLIC IN THE APPRECIATION AND UNDERSTANDING OF THE PERFORMING AND VISUAL ARTS IN ALL THEIR FORMS.

Defined Area of Benefit:

LOCAL

Data Sources

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