Finance Score: -1
Governance Score: 9
Support Score: 13
  • Poor Liquidity: -1
  • Strong growth: +2
  • Multiple Deficits: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +13
Overall GiG Score: 21 ?

BRISTOL OLD VIC AND THEATRE ROYAL TRUST LIMITED

To produce year-round seasons of high quality, exciting drama in the historic auditorium serviced by a fit-for-purpose 21st century facilityTo provide an extensive programme of outreach work inspired by the repertoire and the needs of the local and regional communitiesTo take the lead in the local and regional theatre and cultural sceneTo safeguard the heritage of the Theatre Royal building
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • 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:

  • Liquidity appears to have been slender at the latest year end
  • 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
31/03/24£6,532£8,154£-1,622£785£13,364£1,1091.6197140
31/03/23£5,798£7,358£-1,560£796£14,986£1,4492.419385
31/03/22£5,573£6,802£-1,228£532£16,546£1,7523.116520
31/03/21£3,801£4,071£-269£436£17,775£1,8055.323310
31/03/20?£4,664£5,704£-1,040£545£18,044£1,2952.717110
31/03/18£9,071£4,881£4,189£1,097£17,328£1,4423.51240
31/03/17£7,224£5,536£1,688£1,142£13,138£1,0042.21140
31/03/16£6,506£5,537£969£1,070£11,450£1,0492.31180
31/03/15£5,219£4,620£599£1,195£10,084£3821660
31/03/14£5,925£6,432£-508£1,145£9,484£2080.4680
31/03/13£6,069£3,706£2,363£962£9,992£4351.4630
31/03/12£6,744£2,817£3,928£891£7,629£6042.6430
31/03/11£5,438£3,512£1,926£1,046£3,701£5531.9580
31/03/10£3,519£3,729£-210£1,187£1,297£5141.7620
31/03/09£3,456£2,436£1,020£661£1,509£6273.1330
31/03/08£2,139£2,056£83£637£489£1200.7400
31/03/07£3,264£3,315£-51£1,133£406£1330.5850
31/03/06£4,153£4,111£42n/an/an/an/an/an/a
31/03/05£3,153£2,944£210n/an/an/an/an/an/a
31/03/04£3,317£3,125£192n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 16.9%
Fundraising Costs/Total Spending: 9.6%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 10%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 8%
Reserves/Spending: 1.6 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.2
Asset Split ?
Balance Sheet History
Established: 61 years

www.bristololdvic.org.uk

admin@bristololdvic.org.uk

01173178655

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Environment/Conservation/Heritage
GiG Classification
  • Performing and visual arts
How it operates
  • Makes grants to organisations
  • Provides buildings/facilities/open space
  • Provides human resources
Where it operates
  • Bristol City,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • People Of A Particular Ethnic Or Racial Origin
  • 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.

Major supporters in last 5 years
DCMS£2,151,420
National Lottery Heritage Fund£250,000
John Ellerman Foundation£120,000
Youth Music£118,329
Specific Donations
Amount When
Months
To be used for
Youth Music - Create Space
£118,329 11/07/2024
Create Space
Wolfson Foundation - Grant to Bristol Old Vic
£50,000 07/12/2022
Installation of solar panels
The Foyle Foundation - Arts
£50,000 29/11/2022
towards Ferment development programme for the South West in 2023/24
Quartet Community Foundation - Grant to Bristol Old Vic
£5,000 15/09/2022
For a theatre group for people with lived experience of homelessness, with weekly drama sessions and a public performance on the main stage.
Quartet Community Foundation - Grant to Bristol Old Vic
£2,500 19/07/2022
Towards running a performance programme for black young people.
Andrew Lloyd Webber Foundation - Grant to Bristol Old Vic
£30,000 26/05/2022
Young Six Six
Quartet Community Foundation - Grant to Bristol Old Vic
£2,500 20/05/2022
As requested by the donor towards the Old Vic's Osborne Clarke's The Meaning of Zong event
John Ellerman Foundation - Ferment; £30k core contribution to commissioning p/a, with £10k p/a towards core/operating costs; overall majority funding directed to commissioned artists.
£120,000 27/01/2022
36
Towards supporting the Ferment programme centred on developing, commissioning and co-producing early to mid-career artists
National Lottery Heritage Fund - Grant to Bristol Old Vic Trust Ltd
£250,000 09/09/2021
Unscripted: a performative history project connecting Bristol’s Communities
DCMS - NPO
£1,250,983 01/04/2020
We are the national development agency for creativity and culture. We have set out our strategic vision in Lets Create that 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 ....more
DCMS - Bristol Old Vic
£610,466 01/04/2020
To support Arts and Culture throughout England
DCMS - Bristol Old Vic
£289,971 01/04/2020
To support Arts and Culture throughout England
Andrew Lloyd Webber Foundation - Grant to Bristol Old Vic
£20,100 26/11/2019
24
Young Six Six - Covid-19 flexibility agreed
Esmee Fairbairn - Social investment Bristol Old Vic and Theatre Royal Trust Ltd
£100,000 01/05/2019
12
A transfer of Touching the Void to the West End, as part of our Arts Transfer Facility.
DCMS - NPO
£1,228,381 01/04/2019
£1.6bn invested in the key arts and culture infrastrucure organisations in England for a 4 year period
Quartet Community Foundation - An Inclusive Bristol Old Vic Young Company
£2,600 22/10/2018
9
Train and provide support staff to assist disabled young people to participate in the youth theatre company.
DCMS - NPO
£1,228,381 01/04/2018
To promote Arts & Culture throughout the UK
DCMS - NPO
£307,095 01/04/2018
To support NPO
Environmental Finance - Arts, heritage, sports and faith
£75,000 17/10/2017
All Groups
Esmee Fairbairn - Social investment Bristol Old Vic and Theatre Royal Trust Ltd
£65,000 09/10/2017
12
An investment in the transfer of Long Day's Journey into Night to the West End
John Ellerman Foundation - Core funding of Ferment programme
£100,000 28/09/2017
36
Towards the core costs of Bristol Ferment, a year-round programme supporting emerging artists developing new work
Quartet Community Foundation - Theatre Royal appeal
£5,000 27/06/2016
As requested by the donor towards the Bristol Old Vic's 250th anniversary appeal.
Quartet Community Foundation - Grant to Bristol Old Vic
£2,500 03/06/2016
As requested by the donor
Quartet Community Foundation - Grant to Bristol Old Vic
£50,000 26/05/2016
As requested by the donor.
National Lottery Heritage Fund - Grant to Bristol Old Vic and Theatre Royal Trust Limited
£2,484,700 21/07/2015
Protecting and sharing the heritage of Britain's oldest theatre
Esmee Fairbairn - Grant to Bristol Old Vic and Theatre Royal Trust Ltd
£201,480 23/06/2015
36
Towards core costs related to the Ferment artist development programme.
Esmee Fairbairn - Grant to Bristol Old Vic and Theatre Royal Trust Ltd
£500,000 30/09/2010
60
Towards Project costs Towards a programme to nurture and support emerging theatre artists.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 9/11 persons

Age Range of Trustees: 38-70
  • AISHA THOMAS Appointed: 2023, Occupation: Education Consultant
  • ANNA-SOPHIE BEATRICE BRENDEL Appointed: 2023, Occupation: Director Of Audiences, Commercial & Digital, V&A
  • BERNARD DONOGHUE Appointed: 2021, Occupation: Political Adviser
  • CLAIRE MICHELLE HISCOTT Appointed: 2016, Occupation: Councillor
  • CHINOYEREM ODIMBA Appointed: 2017, Occupation: Writer And Director
  • CRAIG CHENEY Appointed: 2019, Occupation: Deputy Mayor
  • DAVID SPROXTON Appointed: 2019, Occupation: Film Producer
  • FOLAKE MOBOLAJI ADEKOLA Appointed: 2022, Occupation: Accountant
  • KATHERINE FRANCES ANTHONY WILKINSON Appointed: 2019, Occupation: Solicitor
  • NICHOLAS AARON JEREMY LEE Appointed: 2023, Occupation: Lawyer
  • SUNEETA SELLERS (Chair) Appointed: 2019, Occupation: Chartered Accountant
Legal constitution
  • Charitable company registered in England & Wales on 04/10/1963, number: 228235
  • Registered at Companies House on 01/04/1963, number: 00756007
Gift Aid
  • Registered with HMRC for Gift Aid
Fundraising Regulator
First registered: 09/01/2016, current status: Large charity (levy paid)
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
  • 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; all on time
Main office

Bristol Old Vic
King Street
Bristol
BS1 4ED

Objectives

1) TO PROMOTE AND ADVANCE EDUCATION AND, IN PARTICULAR, THE EDUCATION OF THE PUBLIC IN THE APPRECIATION AND UNDERSTANDING OF THE DRAMATIC AND MUSICAL ARTS IN ALL THEIR FORMS; AND 2) TO CONSERVE, DEVELOP AND ENHANCE THE PREMISES KNOWN AS THE THEATRE ROYAL, BRISTOL FOR THE BENEFIT OF THE PUBLIC, AS A WORKING THEATRE AND A PLACE WITH HISTORIC ASSOCIATIONS.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
Charizone

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