Finance Score: 0

Governance Score: 9

Support Score: 7

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

Grant maker support: +7

Overall GiG Score: 16

BURY ST EDMUNDS THEATRE MANAGEMENT LIMITED

The Theatre Royal promotes professional Drama, Dance, Opera and Music in Suffolk from its home - an historic restored Regency theatre. A National Trust property (grade 1 listed) and an important heritage attraction, we present and produce and tour high quality drama and run an integrated education and community programme. The venue is used regularly by community groups and schools.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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

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		£1,998	£2,062	£-64	£235	£4,613	£697	4.1	72	120
31/03/22		£1,846	£1,987	£-141	£242	£4,677	£657	4	66	114
31/03/21		£1,145	£955	£190	£120	£4,817	£680	8.5	57	42
31/03/20	*	£2,236	£2,132	£104	£210	£4,627	£487	2.7	63	90
31/03/19		£2,009	£2,070	£-61	£214	£4,524	£328	1.9	56	133
31/03/18	*	£1,936	£1,889	£47	£201	£4,584	£257	1.6	49	0
31/03/17		£1,749	£1,751	£-2	£201	£4,537	£181	1.2	44	0
31/03/16		£1,621	£1,661	£-40	£208	£4,539	£211	1.5	41	0
31/03/15		£1,968	£1,834	£134	£77	£4,579	£151	1	24	0
31/03/14		£1,866	£1,750	£116	£193	£4,445	£51	0.3	29	0
31/03/13		£1,434	£1,706	£-273	£172	£4,330	£-84	-0.6	28	0
31/03/12		£1,828	£1,592	£237	£213	£4,602	£111	0.8	22	0
31/03/11		£1,807	£1,973	£-166	£255	£4,365	£-171	-1	46	0
31/03/10		£1,555	£1,519	£35	£276	£4,531	£-87	-0.7	25	0
31/03/09		£1,745	£1,783	£-38	£290	£4,551	£-122	-0.8	49	0
31/03/08		£2,440	£1,662	£777	£229	£4,589	£-76	-0.6	29	0
31/03/07	*	£3,135	£995	£2,140	£175	£3,812	£-22	-0.3	17	0
31/03/06	*	£2,400	£1,538	£862	£0	£0	£0	n/a	0	0
31/03/05	*	£1,552	£1,474	£78	£0	£0	£0	n/a	0	0
31/03/04	*	£1,657	£1,383	£274	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 15.7%
Fundraising Costs/Total Spending: 11.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 12%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 15%
Reserves/Spending: 4.1 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.3

Asset Split ?

Established: 59 years

www.theatreroyal.org

admin@theatreroyal.org

01284 755127

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Performing and visual arts

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Suffolk,

Who it helps

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

Who works here?

72 employees
120 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	£364,769
Suffolk Community Foundation	£21,288
The Foyle Foundation	£20,000
National Lottery Community Fund	£9,730

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Arts
£20,000	08/07/2021	to replace existing boilers - essential equipment to enable ongoing service provision
DCMS - Theatre Royal Bury St Edmunds Culture Recovery Fund
£245,088	01/04/2020	To support Arts and Culture throughout England
DCMS - (2021) Theatre Royal Bury St Edmunds Culture Recovery Fund 2
£119,681	01/04/2020	To support Arts and Culture throughout England
National Lottery Community Fund - Act Your Age
£9,730	23/03/2020 12	The organisation will use the funding to run community engagement workshops for older people and provide theatre based activities. This will help to bring older people in the community together and ....more The organisation will use the funding to run community engagement workshops for older people and provide theatre based activities. This will help to bring older people in the community together and improve well-being.
Suffolk Community Foundation - 'Wednesday's Child'
£21,288	11/10/2019 20	To support a theatre project 'Wednesday's Child'.
National Lottery Community Fund - Associate Artists Programme - The Community Company
£9,710	21/06/2018 12	The organisation will use the funding to run theatre workshops for people with mental health issues and facing a variety of challenges.
National Lottery Heritage Fund - Grant to Bury St Edmunds Theatre Management Ltd
£83,300	22/03/2018	Theatre Royal 200th anniversary project
National Lottery Heritage Fund - Grant to Bury St Edmunds Theatre Management Ltd
£65,200	08/10/2014	A celebration of the 50th anniversary of the reopening of Theatre Royal BSE
Esmee Fairbairn - Grant to Theatre Royal Bury St Edmunds
£75,000	26/11/2008 36	Towards Project costs Towards the costs for the planning and delivery of the Rural Tour.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-77

DR MATTHEW THOMAS PICCAVER Appointed: 2023, Occupation: Gp

ELIZABETH MICHIE Appointed: 2022, Occupation: Hr Director

SARA WHYBREW Appointed: 2021, Occupation: Director For A Sector Skills Council/Charity

BRYAN PAUL LITTLEFAIR Appointed: 2019, Occupation: Ceo

EMMA ELIZABETH FISHER Appointed: 2019, Occupation: Company Director

GRAEME DONALD KIRK Appointed: 2019, Occupation: Solicitor

JOANNE JEANETTE HOWLETT Appointed: 2023, Occupation: Retired Accountant, Other trusteeship: ST NICHOLAS HOSPICE SUFFOLK,

MARCUS CODRINGTON-FERNANDEZ Appointed: 2018, Occupation: Company Director

ROGER QUINCE (Chair) Appointed: 2016, Occupation: Co Director

Legal constitution

Charitable company registered in England & Wales on 15/06/1965, number: 242977
Registered at Companies House on 24/03/1965, number: 00842455

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; AR20: 5 days late, AR18: 43 days late, AR07: 64 days late, AR06: 2 days late, AR05: 17 days late, AR04: 30 days late,

Main office

Theatre Royal
5 Westgate Street
Bury St. Edmunds
IP33 1QR

Objectives

TO PROMOTE, MAINTAIN, IMPROVE AND ADVANCE EDUCATION PARTICULARLY BY THE PRODUCTION OF EDUCATIONAL PLAYS AND THE ENCOURAGEMENT OF THE ARTS INCLUDING THE ARTS OF DRAMA, BALLET, MUSIC, SINGING, LITERATURE, SCULPTURE AND PAINTING AND TO FORMULATE PREPARE AND ESTABLISH SCHEMES THEREFORE.

Defined Area of Benefit:

NOT DEFINED

Data Sources