Finance Score: 6

Governance Score: 3

Support Score: 8

Liabilities <10%: +3
Fundraising costs low: +3

Good trustee age range: +3

Grant maker support: +8

Overall GiG Score: 17

BALLET LORENT LIMITED

To promote, maintain, improve and advance public education, particularly by promoting and encouraging the arts of modern dance and other performing arts.To create highly participatory contemporary dance theatre productions for children, families and adults.To address the inequality of engagement in dance.To cultive a positive environment for dance in the north east of England.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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 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

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

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	£710	£695	£15	£13	£397	£368	6.3	10	2
31/03/22	£611	£662	£-51	£13	£382	£298	5.4	12	0
31/03/21	£579	£451	£128	£6	£433	£344	9.2	8	0
31/03/20	£587	£504	£82	£10	£305	£230	5.5	9	4
31/03/19	£632	£582	£51	£7	£223	£223	4.6	7	4
31/03/18	£522	£512	£9	£6	£172	£101	2.4	4	0
31/03/17	£464	£372	£92	£0	£0	£0	n/a	0	0
31/03/16	£473	£451	£22	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.8%
Fundraising Costs/Total Spending: 1.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 6.3 months
Net Current Assets/Spending: 6 months
Quick Ratio: 8.3

Asset Split ?

Established: 9 years
(20 years as a company)

www.balletlorent.com

christine@balletlorent.com

01912331811

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Performing and visual arts

How it operates

Provides services

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

10 employees
2 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

John Ellerman Foundation	£90,000
Community Foundation serving Tyne & Wear and Northumberland	£40,672
Garfield Weston Foundation	£25,000
Community Foundation Tyne & Wear & Nthmbrlnd	£13,955
The Foyle Foundation	£10,000

Specific Donations

Amount	When Months	To be used for
John Ellerman Foundation - towards core costs over 3 years
£90,000	28/07/2022	towards core costs over 3 years
The Foyle Foundation - Arts
£10,000	16/09/2021	towards creating 'balletLORENT at Home', a new platform on BL's website to deliver participatory activity online (awarded grant in response to coronavirus)
Community Foundation serving Tyne & Wear and Northumberland - A grant to balletLORENT
£10,000	24/06/2021	Providing an extensive programme of further dance and creative learning for 20 exceptionally talented children aged 7-13yrs from across Newcastle (uplift)
Community Foundation serving Tyne & Wear and Northumberland - A grant to balletLORENT
£20,000	24/06/2021	Provide an extensive programme of further dance and creative learning for 20 exceptionally talented children aged 7-13yrs from across Newcastle
Community Foundation serving Tyne & Wear and Northumberland - A grant to balletLORENT
£10,672	03/06/2021	Providing further training to 20 children aged 7-13 years to develop their skills, from areas of socio-economic deprivation in Newcastle
Community Foundation Tyne & Wear & Nthmbrlnd - creating and distributing 500 free creative activity packs for children aged 7-9 year and provide a day of creative dance workshops
£3,955	11/02/2021	creating and distributing 500 free creative activity packs for children aged 7-9 year and provide a day of creative dance workshops
Community Foundation Tyne & Wear & Nthmbrlnd - running costs related to the delivery, resourcing and evaluation of new and existing work with neuro-diverse children.
£10,000	09/04/2020	running costs related to the delivery, resourcing and evaluation of new and existing work with neuro-diverse children.
Garfield Weston Foundation - Main Grants award
£25,000	13/03/2020	The Lost Happy Endings National Community Cast and Deeper Engagement Programme - inspirational opportunities for children, young people and adults from areas of social and economic inequality.
The Shears Foundation - balletLORENT
£3,000	05/08/2019	The Lost Happy Endings - Newcastle Community Cast Programme
Community Foundation serving Tyne & Wear and Northumberland - Community Cast The Lost Happy Endings
£10,000	01/04/2019	Community Cast The Lost Happy Endings
National Lottery Heritage Fund - Grant to Ballet Lorent Limited
£9,600	20/06/2018	balletLORENT 25th anniversary
Community Foundation serving Tyne & Wear and Northumberland - Teh Lost Happy Endings creative participation project in threee primary schools in Newcastle
£4,000	14/06/2018	Teh Lost Happy Endings creative participation project in threee primary schools in Newcastle
Garfield Weston Foundation - Main Grants award
£20,000	28/11/2017	Rumpelstiltskin community cast project
Esmee Fairbairn - Grant to Ballet Lorent Ltd
£30,000	17/02/2014	Towards the salary of the associate director to develop work and retain talent in North East England.
Esmee Fairbairn - Grant to Ballet Lorent Ltd
£15,000	23/10/2008 12	Towards Project costs Towards the costs of presenting "Angelmoth" in London.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-64

COUNCILLOR PAUL JACKSON Appointed: 2015, Occupation: Reader In Choreography And Dance

JANET ARCHER Appointed: 2020, Occupation: Arts Manager

MARK STEPHEN DUNPHY Appointed: 2023, Occupation: Director Of Creative Arts And Media

NEVILLE STUART CAMPBELL Appointed: 2020, Occupation: Senior Lecturer & Artistic Consultant

ALEXANDER ROBERT CROFT Appointed: 2018, Occupation: Creative Producer

JOANNE MCKENNA Appointed: 2015, Occupation: Director Of Finance

PHILIP ALEXANDER FRANCIS JOHNSTON (Chair) Appointed: 2017, Occupation: Chief Executive

Legal constitution

Charitable company registered in England & Wales on 30/07/2015, number: 1162921
Registered at Companies House on 05/04/2004, number: 05093450

Gift Aid

NOT 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

8 returns made; all on time

Main office

JOHN MARLEY CENTRE
MUSCOTT GROVE
NEWCASTLE UPON TYNE
NE15 6TT

Objectives

TO PROMOTE, MAINTAIN, IMPROVE AND ADVANCE PUBLIC EDUCATION, PARTICULARLY BY PROMOTING AND ENCOURAGING THE ARTS OF CONTEMPORARY AND CLASSICAL BALLET, DANCE AND OTHER PERFORMING ARTS

Data Sources