CCEW Charity Commission profile

BRISTOL OLD VIC AND THEATRE ROYAL TRUST LIMITED

Registered charity 228235 · organisation 228235

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
4 October 1963
Removed
Not supplied
Company number supplied
00756007
Financial period
1 April 2024 – 31 March 2025
Latest income
£7,626,759
Latest expenditure
£9,286,717
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Bristol Old Vic, King Street, Bristol, BS1 4ED

Website recorded by the regulator: www.bristololdvic.org.uk (displayed as text)

02 Activities

What the charity does

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

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
27 January 2026
Date Accounts Received
27 January 2026
Total Gross Income
£7,626,759
Total Gross Expenditure
£9,286,717
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
30 October 2024
Date Accounts Received
30 October 2024
Total Gross Income
£6,531,777
Total Gross Expenditure
£8,153,868
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
26 January 2024
Date Accounts Received
26 January 2024
Total Gross Income
£5,798,218
Total Gross Expenditure
£7,358,158
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
30 January 2023
Date Accounts Received
30 January 2023
Total Gross Income
£5,573,325
Total Gross Expenditure
£6,801,653
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
21 January 2022
Date Accounts Received
21 January 2022
Total Gross Income
£3,801,306
Total Gross Expenditure
£4,070,589

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
27 January 2026
Total Gross Income
£7,626,759
Total Gross Expenditure
£9,286,717
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£1,250,000
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
2
Count Salary Band 80001 90000
2
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
30 October 2024
Total Gross Income
£6,531,777
Total Gross Expenditure
£8,153,868
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£2
Income From Government Grants
£1,359,853
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
2
Count Salary Band 80001 90000
2
Count Volunteers
140
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
26 January 2024
Total Gross Income
£5,798,218
Total Gross Expenditure
£7,358,158
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£3
Income From Government Grants
£1,420,000
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 80001 90000
1
Count Volunteers
85
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
30 January 2023
Total Gross Income
£5,573,325
Total Gross Expenditure
£6,801,653
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£4
Income From Government Grants
£2,164,273
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
0
Count Salary Band 70001 80000
2
Count Salary Band 80001 90000
0
Count Salary Band 90001 100000
0
Count Salary Band 100001 110000
0
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
0
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
0
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
20
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
21 January 2022
Total Gross Income
£3,801,306
Total Gross Expenditure
£4,070,589
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£8
Income From Government Grants
£2,260,824
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
2
Count Volunteers
10

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
27 January 2026
Income Donations And Legacies
2079844
Income Other Trading Activities
1285326
Income Charitable Activities
4243965
Income Investments
17624
Income Other
0
Income Total Income And Endowments
7626759
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£670,826
Expenditure Charitable Expenditure
£7,309,140
Expenditure Other
1306751
Expenditure Total
9286717
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
38041
Expenditure Support Costs
739614
Expenditure Depreciation
1071351
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£249,340
Assets Total Fixed
11308705
Assets Own Use
11308705
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,200,708
Assets Total Liabilities
£1,163,255
Assets Current Investment
21126
Assets Total Assets And Liabilities
£12,346,158
Creditors One Year Total Current
1163255
Creditors Falling Due After One Year
0
Assets Cash
£1,049,590
Funds Endowment
290300
Funds Unrestricted
931075
Funds Restricted
11124783
Funds Total
12346158
Count Employees
221
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
30 October 2024
Income Donations And Legacies
1982021
Income Other Trading Activities
1842760
Income Charitable Activities
2671373
Income Investments
35623
Income Other
0
Income Total Income And Endowments
6531777
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£785,345
Expenditure Charitable Expenditure
£5,801,513
Expenditure Other
1567010
Expenditure Total
8153868
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
23387
Expenditure Support Costs
966471
Expenditure Depreciation
1239595
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,108,582
Assets Total Fixed
12333507
Assets Own Use
12333507
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,597,733
Assets Total Liabilities
£1,566,874
Assets Current Investment
0
Assets Total Assets And Liabilities
£13,364,366
Creditors One Year Total Current
1566874
Creditors Falling Due After One Year
0
Assets Cash
£1,836,111
Funds Endowment
290700
Funds Unrestricted
1108582
Funds Restricted
11965084
Funds Total
13364366
Count Employees
197
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
26 January 2024
Income Donations And Legacies
1952828
Income Other Trading Activities
1445769
Income Charitable Activities
2399451
Income Investments
170
Income Other
0
Income Total Income And Endowments
5798218
Income Legacies
16233
Income Endowments
0
Expenditure Raising Funds
£795,798
Expenditure Charitable Expenditure
£5,213,834
Expenditure Other
1348526
Expenditure Total
7358158
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
23421
Expenditure Support Costs
1250654
Expenditure Depreciation
1220376
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,350,000
Assets Total Fixed
13459225
Assets Own Use
13459225
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,696,743
Assets Total Liabilities
£1,169,512
Assets Current Investment
0
Assets Total Assets And Liabilities
£14,986,456
Creditors One Year Total Current
1169512
Creditors Falling Due After One Year
0
Assets Cash
£1,511,852
Funds Endowment
291100
Funds Unrestricted
1448731
Funds Restricted
13246625
Funds Total
14986456
Count Employees
193
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
30 January 2023
Income Donations And Legacies
2524302
Income Other Trading Activities
884227
Income Charitable Activities
2162310
Income Investments
2486
Income Other
0
Income Total Income And Endowments
5573325
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£532,165
Expenditure Charitable Expenditure
£5,540,312
Expenditure Other
729176
Expenditure Total
6801653
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
13620
Expenditure Support Costs
1229966
Expenditure Depreciation
7987115
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£16,546,396
Assets Total Fixed
14659047
Assets Own Use
14659047
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,872,169
Assets Total Liabilities
£984,820
Assets Current Investment
0
Assets Total Assets And Liabilities
£16,546,396
Creditors One Year Total Current
984820
Creditors Falling Due After One Year
0
Assets Cash
£2,398,597
Funds Endowment
291500
Funds Unrestricted
1752388
Funds Restricted
14502508
Funds Total
16546396
Count Employees
165
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
21 January 2022
Income Donations And Legacies
3300226
Income Other Trading Activities
95516
Income Charitable Activities
401146
Income Investments
4418
Income Other
0
Income Total Income And Endowments
3801306
Income Legacies
19161
Income Endowments
0
Expenditure Raising Funds
£436,136
Expenditure Charitable Expenditure
£3,456,658
Expenditure Other
177795
Expenditure Total
4070589
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
12335
Expenditure Support Costs
1065483
Expenditure Depreciation
1231081
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,804,846
Assets Total Fixed
15852085
Assets Own Use
15852085
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,343,727
Assets Total Liabilities
£1,421,088
Assets Current Investment
0
Assets Total Assets And Liabilities
£17,774,724
Creditors One Year Total Current
1421088
Creditors Falling Due After One Year
0
Assets Cash
£3,093,371
Funds Endowment
291900
Funds Unrestricted
1804846
Funds Restricted
15677978
Funds Total
17774724
Count Employees
233
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Bristol City
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
204
Classification Type
Who
Classification Description
People Of A Particular Ethnic Or Racial Origin
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
201
Classification Type
Who
Classification Description
Children/young People

08 Official extract

Charity Event History

Charity Name
BRISTOL OLD VIC AND THEATRE ROYAL TRUST LIMITED
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2019-03-18T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
266559
Assoc Registered Charity Number
266559
Assoc Charity Name
THE RONALD DUNCAN LITERARY FOUNDATION
Charity Name
BRISTOL OLD VIC AND THEATRE ROYAL TRUST LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1963-10-04T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 01 APR 1963AS AMENDED BY SPECIAL RESOLUTION(S) DATED 07 NOV 1974AS AMENDED BY SPECIAL RESOLUTION(S) DATED 07 DEC 1988AS AMENDED BY SPECIAL RESOLUTION(S) DATED 09 MAR 2004AS AMENDED BY SPECIAL RESOLUTION(S) DATED 23 JUL 2008AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16 DEC 2008AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21 JUN 2010AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 06 APR 2011AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21 NOV 2012AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30 NOV 2016
Charitable Objects
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.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
320868
Charity Name Type
Previous name
Charity Name
THE BRISTOL OLD VIC TRUST LIMITED

11 Official extract

Charity Policy

Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Paying staff
Policy Name
Investment
Policy Name
Conflicting interests
Policy Name
Social media policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Volunteer management
Policy Name
Risk management
Policy Name
Trustee expenses policy and procedures
Policy Name
Complaints handling
Policy Name
Bullying and harassment policy and procedures