Finance Score: -6

Governance Score: 9

Support Score: 8

Spending declining: -1
Multiple Deficits and declines: -5
No PartB

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

Overall weighted support: +8

Overall GiG Score: 11

ROSEHILL ARTS TRUST LIMITED

The Trust presents a wide range of artistic productions that are of educational and cultural value to the community. It manages and maintains appropriate premises at Rosehill and seeks to involve the local community by encouraging the use of its premises and facilities as a resource for performances and other activities.

Analysis by Giving is Great

Positives:

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 issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
Income has been volatile and on several occasions in recent years less than spending

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		£277	£532	£-254	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£642	£551	£91	£9	£2,110	£2,004	43.7	11	0
31/03/21		£729	£654	£75	£1	£2,019	£1,839	33.7	19	0
31/03/20		£753	£698	£55	£11	£1,944	£1,871	32.1	12	0
31/03/19		£512	£608	£-96	£5	£1,889	£1,872	37	14	10
31/03/18	*	£400	£1,134	£-734	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£1,956	£284	£1,673	£78	£2,720	£40	1.7	8	0
31/03/16	*	£812	£796	£16	£94	£557	£146	2.2	10	0
31/03/15	*	£649	£620	£30	£32	£541	£236	4.6	7	0
31/03/14?		£216	£244	£-29	n/a	n/a	n/a	n/a	n/a	n/a
31/08/13		£378	£373	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/08/12		£385	£379	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/08/11		£272	£314	£-43	n/a	n/a	n/a	n/a	n/a	n/a
31/08/10		£379	£384	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/08/09		£243	£267	£-24	n/a	n/a	n/a	n/a	n/a	n/a
31/08/08		£263	£268	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/08/07	*	£226	£228	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/08/06	*	£263	£296	£-33	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05		£275	£291	£-16	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£200	£229	£-29	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 58 years
(65 years as a company)

https://www.rosehilltheatre.co.uk/

info@rosehilltheatre.co.uk

01946692422

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Performing and visual arts

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides human resources

Where it operates

Cumbria,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who supports 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	£624,328
Garfield Weston Foundation	£150,000
Cumbria Community Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£50,000	08/12/2023 24	Rosehill Creative and Community strategy
DCMS - Culture Recovery Fund: Continuity Support
£176,807	22/10/2021	To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further ....more To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further funding in order to be able to operate on a viable and sustainable basis by 31 March 2022.
Garfield Weston Foundation - WCF award - COVID19 response
£100,000	05/02/2021	Weston Culture Fund
DCMS - Rosehill
£63,433	01/04/2020	The wider aim of the scheme is: We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given ....more The wider aim of the scheme is: We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of high quality cultural experiences. Between 2018 and 2022, we will invest £1.45 billion of public money from government and an estimated £860 million from the National Lottery to help deliver this vision.
DCMS - Rosehill Arts Trust - Culture Recovery Fund Round 2
£176,807	01/04/2020	To support Arts and Culture throughout England
DCMS - Rosehill Arts Trust - Culture Recovery Fund
£207,281	01/04/2020	To support Arts and Culture throughout England
Cumbria Community Foundation - Rosehill Singing Programme
£5,000	20/09/2019	Rosehill Singing Programme
Youth Music - Rosehill Sings
£22,920	21/11/2018	Rosehill Sings
Cumbria Community Foundation - Cinema at Rosehill
£10,000	20/09/2018	Cinema at Rosehill
National Lottery Heritage Fund - Grant to Rosehill Arts Trust Limited
£69,000	08/05/2018	Creative Connections: opening out the unique and intriguing heritage of Rosehill Theatre

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-79

ANDREW MORGAN SMITH Appointed: 2016, Occupation: Senior Manager, Nuclear

ALEXANDRA KATE ELEANOR WARD Appointed: 2022, Occupation: Theatre Director

DANIEL PETER WHITEHOUSE Appointed: 2023, Occupation: Chief Executive

ELEANOR ANN CUMMINGS Appointed: 2022, Occupation: Producer

JOHN SIMON CLARKE (Chair) Appointed: 2018, Occupation: Company Director

KIM KIMBERLEE-SMITH Appointed: 2022, Occupation: Charity Worker

LUCY SEKERS Appointed: 2013, Occupation: Art Dealer

PAUL TERRY Appointed: 2016, Occupation: Project Director

ROGER JOHN WILSON Appointed: 2022, Occupation: Retired

YVONNE RISAGER CLARKSON Appointed: 2012, Occupation: Business Person

Legal constitution

Charitable company registered in England & Wales on 30/01/1967, number: 250846
Registered at Companies House on 17/06/1959, number: 00630615

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

20 returns made; AR18: 5 days late, AR16: 24 days late, AR15: 2 days late, AR07: 113 days late, AR06: 478 days late,

Main office

Rosehill Theatre
Moresby
Whitehaven
CA28 6SE

Objectives

THE OBJECTS OF THE CHARITY ARE FOR THE PUBLIC BENEFIT TO PROMOTE APPRECIATION OF THE ARTS AND TO ADVANCE EDUCATION WITH RESPECT TO THE ARTS INCLUDING WITHOUT LIMITATION BY PRESENTING, PRODUCING, MANAGING, CONDUCTING AND REPRESENTING AT ANY THEATRE, OPERA HOUSE, CONCERT HALL OR OTHER SUITABLE PLACE SUCH CONCERTS, OPERAS, BALLETS, RECITALS, MUSICAL AND ARTISTIC PERFORMANCES, PLAYS, CINEMATOGRAPHIC FILMS, EXHIBITIONS AND LECTURES AS ARE OF EDUCATIONAL AND CULTURAL VALUE TO THE COMMUNITY.

Defined Area of Benefit:

CUMBERLAND WESTMORLAND FURNESS.