Finance Score: 0
Governance Score: 4
Support Score: 3
  • Qualified accounts: -3
  • Fundraising costs low: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Multiple returns filed late: -2
  • Overall weighted support: +3
Overall GiG Score: 7 ?

CARNEGIE THEATRE TRUST (WORKINGTON)

Theatre & Arts Centre
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
  • Returns have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

  • The latest accounts were qualified

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
?31/03/23*£602£593£9£6£200£1803.6950
31/03/22*£415£396£19n/an/an/an/an/an/a
31/03/21£339£304£36n/an/an/an/an/an/a
31/03/20£533£537£-4£0£136£1343740
31/03/19£518£537£-19£0£140£1403.1740
31/03/18£537£520£17£0£159£1593.760
31/03/17£505£435£70£0£141£1363.850
31/03/16£393£323£71n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 1%
Fundraising Costs/Total Spending: 1%
Highest pay band: Less than £60,000
Liabilities/Assets: 51%
Liabilities/Income: 34%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 3.6 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.2
Asset Split ?
Balance Sheet History
Established: 10 years

http://www.carnegietheatre.co.uk/

elizabeth.hodgson@carnegietheatre.co.uk

07766491321

Charity Commission for England and WalesFacebookInstagramX
UN SDGs
?
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
  • Cumbria,
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.

Specific Donations
Amount When
Months
To be used for
Cumbria Community Foundation - Free hot meals for low income families
£11,019 29/06/2022
2
Free hot meals for low income families

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split
Based on 5/6 persons

  • BARBARA ANN CANNON Appointed: 2015
  • DAVID NORMAN JONES Appointed: 2023
  • EILIDH SMITH Appointed: 2023
  • HELEN ELIZABETH HODGSON Appointed: 2019
  • LEE MARTIN-WHITE Appointed: 2024
  • MANDY LAWSON-JACKSON Appointed: 2015
Legal constitution
  • Charity registered in England & Wales on 18/03/2015, number: 1160963
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • 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
  • 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
8 returns made; AR23: 105 days late, AR22: 371 days late,
Main office

Carnegie Theatre & Arts Centre
Finkle Street
Workington
CA14 2BD

Objectives

TO PROMOTE AND ADVANCE THE ARTS AND IN PARTICULAR THE PERFORMING ARTS FOR THE BENEFIT OF THE PUBLIC.TO PROMOTE AND ADVANCE EDUCATION THROUGH THE DEVELOPMENT AND DELIVERY OF CREATIVE LEARNING PROGRAMMES FOR THE BENEFIT OF THE PUBLIC.

Data Sources

Charity Commission for England and Wales
360 Giving

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