Finance Score: -2
Governance Score: 6
Support Score: 0
  • Multiple Deficits: -2
  • No PartB
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 4 ?

THE ATKINSON DEVELOPMENT TRUST

The Atkinson Development Trust exists to support fundraising that enables The Atkinson and its partners to change the lives of Sefton residents and visitors through ambitious, creative and inspiring engagement with the arts, with heritage and with literature.
Analysis by Giving is Great

Positives:

  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • On several occasions in recent years income has been 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£13£12£1n/an/an/an/an/an/a
31/03/22£7£9£-3n/an/an/an/an/an/a
31/03/21£3£5£-2n/an/an/an/an/an/a
31/03/20£11£9£2n/an/an/an/an/an/a
31/03/19£10£14£-5n/an/an/an/an/an/a
31/03/18£28£7£21n/an/an/an/an/an/a
31/03/17£8£2£6n/an/an/an/an/an/a
31/03/16£24£8£17n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 10 years

www.theatkinson.co.uk

hello@atkinsontrust.org.uk

01704 533333

Charity Commission for England and WalesFacebookInstagramX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Provides financial or material assistance
How it operates
  • Provides advocacy/advice/information
  • Provides other finance
Where it operates
  • Sefton,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Bridging the Gap
£9,961 24/05/2017
12
Bridging the Gap

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:
  • ALICE ELIZABETH CLARK (Chair) Appointed: 2023
  • BERNADETTE CHRISTINE REYNOLDS Appointed: 2024
  • DOMINIC STEPHEN POTTER Appointed: 2023
  • DONALD IAN BRYDEN Appointed: 2018
  • GEMMA LOUISE GRADY HILL Appointed: 2023, Occupation: Membership Promotion Consultant
  • JILL SARAH CARRUTHERS Appointed: 2024
  • LINDSEY HOLDING Appointed: 2019
  • LAURA BELL Appointed: 2021
  • LUKE EDWARD BARNES Appointed: 2024
  • MATTHEW HUNTER SMITH Appointed: 2024
  • STEPHEN WHITTLE Appointed: 2017, Occupation: Art Gallery Manager
Legal constitution
  • Charity registered in England & Wales on 23/03/2015, number: 1161020
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Financial reserves policy and procedures
  • Internal risk management policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
8 returns made; all on time
Main office

The Atkinson
Cambridge Hall
Lord Street
SOUTHPORT
PR8 1DB

Objectives

THE OBJECTS OF THE ATKINSON DEVELOPMENT TRUST ARE:• TO ADVANCE THE EDUCATION OF THE PUBLIC (PARTICULARLY, BUT NOT LIMITED TO, THOSE WITHIN THE ADMINISTRATIVE AREA OF SEFTON METROPOLITAN BOROUGH COUNCIL) BY ENCOURAGING THEM TO PARTICIPATE IN AND CONTRIBUTE TO ARTS, CULTURAL AND HERITAGE ACTIVITIES SERVICE MANAGED FOR SEFTON METROPOLITAN BOROUGH COUNCIL WITH A PARTICULAR FOCUS ON THE ATKINSON COMPLEX, TO VALUE THEM FOR THE POSITIVE IMPACT THAT IT MAKES UPON THEIR LIVES AND WELLBEING;• TO PROMOTE ART, CULTURAL AND HERITAGE ACTIVITIES UNDERTAKEN FOR PUBLIC BENEFIT BY SUPPORTING CULTURAL SERVICES MANAGED FOR SEFTON PARTICULARLY THE ATKINSON, AND PROMOTING HIGH QUALITY ARTS, CULTURAL AND HERITAGE SERVICE THAT ARE ACCESSIBLE AND ENLIGHTENING

Data Sources

Charity Commission for England and Wales
360 Giving

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