Finance Score: -4

Governance Score: 9

Support Score: 3

Spending falling: -1
Volatile income: -3
No PartB

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

Grant maker support: +3

Overall GiG Score: 8

SUNDERLAND EMPIRE THEATRE TRUST

TO PROMOTE, MAINTAIN, IMPROVE AND ADVANCE EDUCATION, PARTICULARLY BY THE PRODUCTION OF EDUCATIONAL PLAYS AND THE ENCOURAGEMENT OF THE ARTS.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
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 has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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
31/03/23	*	£28	£22	£6	n/a	n/a	n/a	n/a	n/a
31/03/22		£22	£16	£6	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£11	£12	£-1	n/a	n/a	n/a	n/a	n/a
31/03/20		£69	£69	£0	n/a	n/a	n/a	n/a	n/a
31/03/19		£79	£79	£0	n/a	n/a	n/a	n/a	n/a
31/03/18		£19	£15	£5	£0	£0	£0	n/a	0
31/03/17		£27	£27	£0	£0	£0	£0	n/a	0
31/03/16	*	£27	£27	£0	£0	£0	£0	n/a	0
31/03/15		£12	£12	£0	£0	£0	£0	n/a	0
31/03/14		£12	£12	£0	£0	£0	£0	n/a	0
31/03/13		£12	£12	£0	£0	£0	£0	n/a	0
31/03/12		£12	£12	£0	£0	£0	£0	n/a	0
31/03/11	*	£30	£30	£0	£0	£0	£0	n/a	0
31/03/10		£27	£27	£0	£0	£0	£0	n/a	0
31/03/09		£27	£26	£0	£0	£0	£0	n/a	0
31/03/08		£28	£28	£0	£0	£0	£0	n/a	0
31/03/07		£24	£24	£0	£0	£0	£0	n/a	0
31/03/06		£21	£21	£0	£0	£0	£0	n/a	0
31/03/05	*	£14	£14	£0	£0	£0	£0	n/a	0
31/03/04	*	£0	£0	£0	£0	£0	£0	NAN	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 51 years

committees@sunderland.gov.uk

01915617849

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Durham, Northumberland, Sunderland,

Who it helps

Children/Young People
Other Defined Groups

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
Community Foundation Tyne & Wear & Nthmbrlnd - supporting young people with additional needs from Sunderland to develop and perform a piece of original theatre
£6,740	02/04/2020	supporting young people with additional needs from Sunderland to develop and perform a piece of original theatre
DCMS - UK Youth Fund YAF
£6,250	28/02/2020	Curious Connections - Youth Theatre for young people with additional needs
DCMS - UK Youth Fund YAF
£3,125	28/02/2020	Curious Connections - Youth Theatre for young people with additional needs
Community Foundation serving Tyne & Wear and Northumberland - Tyne and Wear High Sheriff Award
£2,500	12/10/2018	Tyne and Wear High Sheriff Award
National Lottery Heritage Fund - Grant to Sunderland Empire Theatre Trust
£10,000	25/07/2018	Unsung Heroes of the First World War
Youth Music - Sounds of Sunderland
£30,000	09/03/2018	Sounds of Sunderland

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 37-67

COUNCILLOR LINDA WILLIAMS Appointed: 2021, Occupation: Local Authority Councillor

PHILIPPA CAMPBELL Appointed: 2023, Occupation: Business Manager

SHARON APPLEBY Appointed: 2021, Occupation: Chief Executive

DONNA CHAMBERS Appointed: 2022, Occupation: University Professor, Other trusteeship: THE WORDSWORTH TRUST,

JULIA POTTS Appointed: 2017, Occupation: Business Director

JOHN DENNIS MOWBRAY Appointed: 2021, Occupation: Retired, Other trusteeships: RYHOPE ENGINES TRUST, SUNDERLAND MUSIC, ARTS & CULTURE TRUST,

KUMARESWARADAS RAMANATHAS Appointed: 2022, Occupation: Manager, Other trusteeship: VOLUNTARY ORGANISATIONS' NETWORK NORTH EAST,

PAUL SCOTT WILSON Appointed: 2019, Occupation: Accountant

GRAEME THOMPSON Appointed: 2023, Occupation: University Dean, Other trusteeships: YORKSHIRE FILM ARCHIVE, SUNDERLAND MUSIC, ARTS & CULTURE TRUST, THE CULTURAL SPRING,

SAMANTHA PATTERSON Appointed: 2021, Occupation: Marketing & Communications, Other trusteeships: THE NATIONAL FOOTBALL MUSEUM, CAP-A-PIE ENGAGEMENTS,

Legal constitution

Charitable company registered in England & Wales on 09/04/1973, number: 502333
Registered at Companies House on 09/03/1973, number: 01100887

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 50 days late, AR21: 1 days late, AR16: 4 days late, AR11: 18 days late, AR05: 1 days late, AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from ATG FOUNDATION on 20/08/2020

Main office

City Hall
Plater Way
SUNDERLAND
SR1 3AA

Objectives

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

Defined Area of Benefit:

NOT DEFINED IN PRACTICE COUNTIES OF DURHAM AND NORTHUMBERLAN

Data Sources