Finance Score: 1

Governance Score: 6

Support Score: 6

Multiple Deficits: -2
Fundraising costs low: +3

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

Grant maker support: +6

Overall GiG Score: 13

SCARBOROUGH THEATRE TRUST LIMITED

To advance the education of the public in all aspects of dramatic art including , drama,opera,dance, music and film.The development of public appreciation of such art by the provision of a theatre and the presentation of public performancesTo further the social and cultural welfare of the community of scarborough , its neighbourhood and visitors.

Analysis by Giving is Great

Positives:

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 and dynamic in terms of composition

Financial issues to consider:

On several occasions in recent years income has been less than spending

Established: 57 years
(59 years as a company)

www.sjt.uk.com

darren.rounding@sjt.uk.com

01723356615

Charity Commission for England and Wales

Tweets

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		£2,330	£2,430	£-100	£79	£1,127	£678	3.3	72	0
31/03/22		£2,018	£2,266	£-248	£49	£1,163	£667	3.5	68	1
31/03/21		£2,104	£1,633	£470	£27	£1,411	£692	5.1	68	1
31/03/20		£2,634	£2,604	£30	£113	£941	£495	2.3	75	1
31/03/19		£2,907	£2,644	£263	£127	£911	£436	2	69	1
31/03/18		£2,424	£2,238	£186	£119	£648	£234	1.3	67	0
31/03/17	*	£2,499	£2,601	£-102	£130	£462	£38	0.2	61	0
31/03/16		£2,782	£2,335	£447	£115	£564	£157	0.8	63	0
31/03/15		£2,613	£2,542	£71	£162	£117	£-56	-0.3	68	0
31/03/14		£2,394	£2,523	£-130	£122	£31	£-8	-0	88	0
31/03/13		£2,330	£2,343	£-13	£104	£161	£119	0.6	73	0
31/03/12		£2,625	£2,554	£71	£44	£174	£133	0.6	78	0
31/03/11		£2,514	£2,445	£69	£46	£103	£49	0.2	80	0
31/03/10		£2,354	£2,237	£117	£46	£34	£-30	-0.2	82	0
31/03/09	*	£2,086	£2,135	£-49	£73	£-82	£-146	-0.8	74	0
31/03/08	*	£1,929	£2,009	£-80	£70	£-33	£-116	-0.7	75	0
31/03/07	*	£2,128	£2,105	£23	£99	£47	£-30	-0.2	69	0
31/03/06		£1,849	£1,822	£27	£0	£0	£0	n/a	0	0
31/03/05		£1,681	£1,877	£-196	£0	£0	£0	n/a	0	0
31/03/04	*	£1,784	£1,824	£-40	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.2%
Fundraising Costs/Total Spending: 3.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 32%
Liabilities/Income: 23%
Unrestricted Funds/Total Funds: 60%
Reserves/Spending: 3.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.2

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training

How it operates

Provides buildings/facilities/open space

Where it operates

North Yorkshire,

Who it helps

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

Who works here?

72 employees

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	£982,047
Garfield Weston Foundation	£237,752
Esmee Fairbairn	£25,000

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - WCF award - COVID19 response
£237,752	12/02/2021	Weston Culture Fund
Esmee Fairbairn - Grant to Stephen Joseph Theatre
£25,000	05/05/2020 6	towards unrestricted core costs as a COVID-19 Fast Response grant
DCMS - National portfolio organisation 2018 - 2022
£649,449	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 - Recovery fund SJT 2
£247,705	01/04/2020	To support Arts and Culture throughout England
DCMS - CRF 2 Final
£84,893	01/04/2020	To support Arts and Culture throughout England
DCMS - National portfolio organisation 2018 - 2022
£637,715	01/04/2019	£1.6bn invested in the key arts and culture infrastrucure organisations in England for a 4 year period
Esmee Fairbairn - Grant to Stephen Joseph Theatre
£150,000	10/04/2018 36	Towards a new post of creative producer, supporting the artistic programme and leading to stronger financial resilience.
DCMS - National portfolio organisation 2018 - 2022
£637,715	01/04/2018	National portfolio organisation 2018 - 2022
DCMS - National portfolio organisation 2018 - 2022
£159,429	01/04/2018	To support National portfolio organisation 2018 - 2022

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 38-74

AMELIA JAMFUAH DONKOR Appointed: 2020, Occupation: Actor

ANTONY HAVELOCK WILSON Appointed: 2021, Occupation: Chartered Accountant - Retired

DAVID CHANCE Appointed: 2022, Occupation: Retired

DAVID TIMOTHY WARNER Appointed: 2020, Occupation: Company Director, Other trusteeship: YORKSHIRE FUNDERS,

DR GENEVIEVE DAVIES Appointed: 2023, Occupation: Company Director

JOHN ROGER WILKINSON Appointed: 2020, Occupation: Director, Other trusteeships: PILOT THEATRE LIMITED, MIDDLE CHILD THEATRE LIMITED,

JONATHAN LEE Appointed: 2016, Occupation: Teacher

RICHARD STEPHEN LUMBY Appointed: 2018, Occupation: Company Director

SARAH LOUISE FRANCES NICHOLSON Appointed: 2024, Occupation: Consultant

SOPHIE KATE WRIGHT Appointed: 2018, Occupation: Property Developer

TIMOTHY SHEADER Appointed: 2024, Occupation: Artistic Director And Ceo, Other trusteeships: MOUNTVIEW ACADEMY OF THEATRE ARTS LIMITED, DONMAR WAREHOUSE PROJECTS LIMITED,

Legal constitution

Charitable company registered in England & Wales on 18/09/1967, number: 253606
Registered at Companies House on 11/08/1964, number: 00815227

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
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
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; AR17: 14 days late, AR09: 14 days late, AR08: 12 days late, AR07: 115 days late, AR04: 30 days late,

Main office

Stephen Joseph Theatre
Westborough
SCARBOROUGH
North Yorkshire
YO11 1JW

Objectives

TO PROMOTE, MAINTAIN, IMPROVE, AND ADVANCE EDUCATION PARTICULARLY BY THE PRODUCTION OF EDUCATIONAL PLAYS AND THE ENCOURAGEMENT OF THE ARTS. (FOR FULL DETAILS SEE CLAUSE 3 OF THE MEMORANDUM OF ASSOCIATION).

Defined Area of Benefit:

NOT DEFINED

Data Sources