Finance Score: 0

Governance Score: 0

Support Score: 0

No PartB

No volunteer policy: -2
Dynamic board: +3
Mainly male board: -1

Large volunteers +3

Overall GiG Score: 3

THE HERON THEATRE

The object of the Heron Theatre is to present to the public dramatic and kindred arts by means of the production of dramatic, musical and dance performances, films, lectures, and slide shows; and the promotion of other cultural activities in its own theatre and elsewhere. The Heron Theatre is run entirely by unpaid volunteers.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/05/23	£50	£36	£13	n/a	n/a	n/a	n/a	n/a	35
31/05/22	£52	£50	£2	n/a	n/a	n/a	n/a	n/a	35
31/05/21	£6	£6	£0	n/a	n/a	n/a	n/a	n/a	0
31/05/20	£37	£30	£7	n/a	n/a	n/a	n/a	n/a	73
31/05/19	£42	£41	£1	n/a	n/a	n/a	n/a	n/a	60
01/06/18	£38	£37	£1	£0	£0	£0	n/a	0	0
31/05/17	£37	£36	£1	£0	£0	£0	n/a	0	0
31/05/16?	£48	£49	£-1	£0	£0	£0	n/a	0	0
30/04/15	£39	£38	£1	£0	£0	£0	n/a	0	0
30/04/14	£29	£34	£-5	£0	£0	£0	n/a	0	0
30/04/13	£34	£33	£1	£0	£0	£0	n/a	0	0
30/04/12	£33	£29	£3	£0	£0	£0	n/a	0	0
30/04/11	£29	£28	£0	£0	£0	£0	n/a	0	0
30/04/10	£28	£31	£-2	£0	£0	£0	n/a	0	0
30/04/09	£31	£31	£0	£0	£0	£0	n/a	0	0
30/04/08	£28	£26	£2	£0	£0	£0	n/a	0	0
30/04/07	£29	£28	£0	£0	£0	£0	n/a	0	0
30/04/06	£25	£24	£2	£0	£0	£0	n/a	0	0
30/04/05	£21	£17	£4	£0	£0	£0	n/a	0	0
30/04/04	£23	£34	£-11	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 51 years

www.theherontheatre.com

info@theherontheatre.com

015395 64283

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Provides buildings/facilities/open space

Where it operates

Cumbria, Lancashire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
35 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.

Specific Donations

Amount	When Months	To be used for
Cumbria Community Foundation - Ventilation installation for the theatre
£2,000	17/12/2021	Ventilation installation for the theatre

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

LESLEY GILL Appointed: 2019

BRENDAN BOLLAND Appointed: 2022

DAVID BROADHURST (Chair) Appointed: 2021

DR ALAN JOHN ROWLANDS Appointed: 2021

KENNETH LAWSON FORSTER Appointed: 2022

MARION PLOWRIGHT Appointed: 2024

PETER MANN Appointed: 2021

Legal constitution

Charity registered in England & Wales on 19/06/1973, number: 501134

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints 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
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

Heron Theatre
Stanley Street
Beetham
MILNTHORPE
LA7 7AS

Objectives

TO PROMOTE ALL ASPECTS OF THE PERFORMING, VISUAL AND CREATIVE ARTS IN ORDER TO CREATE A GREATER APPRECIATION AND AWARENESS IN THE GENERAL PUBLIC AND TO ASSIST AND FURTHER SUCH CHARITABLE INSTITUTIONS AND PURPOSES AS THE CHARITY MAY FROM TIME TO TIME DETERMINE. (SEE CONSTITUTION FOR FURTHER DETAILS)

Defined Area of Benefit:

NOT DEFINED, BUT COVERS SOUTH WESTMORLAND AND NORTH LANCASHIRE

Data Sources