ROSES THEATRE TRUST
Theatre, cinema and arts centre also providing education to the community through the arts.
Objects
A) TO PROMOTE MAINTAIN IMPROVE AND ADVANCE EDUCATION IN PARTICULAR BY THE PRODUCTION OF EDUCATIONAL PLAYS AND THE ENCOURAGEMENT OF THE ARTS INCLUDING THE ARTS OF DRAMA MIME DANCE SINGING AND MUSIC LITERATURE POETRY PAINTING SCULPTURE PHOTOGRAPHY AND ALL OTHER GRAPHIC AND FINE ARTS AND TO FORMULATE PREPARE AND ESTABLISH SCHEMES THEREFORE B) TO PROVIDE AN ARTS RESOURCE CENTRE FOR THE WHOLE COMMUNITY AND TO PROMOTE A FULL RANGE OF AMATEUR AND PROFESSIONAL ARTS EVENTS AND EXHIBITIONS AND TO PROVIDE AND ENCOURAGE THE WIDENING OF THE EXPERIENCES OF THE PUBLIC AND THE UNDERSTANDING OF ALL ART FORMS BY PROMOTING PARTICIPATION IN THE ARTS THROUGH CLASSES WORKSHOPS OUTREACH AND OTHER APPROPRIATE ACTIVITIES
Financial health, per its FY2026 accounts
The accounts state that the charity generated a surplus of £19,920, increasing total funds to £519,653. However, unrestricted reserves are in deficit at £95,351, and current liabilities exceed current assets by £240,597. The auditor has identified a material uncertainty regarding the charity's ability to continue as a going concern due to these financial positions and reliance on external funding.
What the accounts disclose
“In their opinion, the Trust should hold reserves sufficient to cover essential expenditure for a reduced operation for a period of six months, equating to £150,000.” — page 8
“The existence of these conditions, the reliance on funding from external sources and the challenge of delivering a business plan that returns the charitable company to regular surplus and positive cashflow against a background of continuing economic uncertainty indicate that a material uncertainty exists that may cause doubt on the charitable company's ability to continue as a going concern.” — page 13
“During the year £3,000 (2025: £3,400) was received from Thomson & Bancks, a business in which P Johnson, a Trustee, is a partner. This related to sponsorship on an arm's length basis.” — page 42
“The group financial statements consolidate the result of the charitable company and its wholly owned subsidiaries, Roses Theatre Productions Limited and Roses Theatre Trading Company Limited” — page 25
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2026
- Volunteers: 70
- Government income: £76,892 — grants £76,892 (5); 3% of the £2,275,867 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 60
- Government income: £78,195 — grants £78,195 (5); 4% of the £1,922,906 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 64
- Government income: £2,039 — grants £2,039 (1); under 1% of the £1,745,019 total gross income on the same return
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Has a trading subsidiary
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 2 were received after the due date: year ending 31/03/2024 (received 28/03/2025, 56 days after the 31/01/2025 due date); year ending 31/03/2022 (received 02/02/2023, 2 days after the 31/01/2023 due date).
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2026)
Trustees
- Anthony Joseph Turnbull
- Graham Wright
- Jane Baalam
- Margaret Brewer
- Matthew Breen
- PAUL NICHOLAS JOHNSON
- Paul Llewellyn
- Scott Peacock
- Stephen Lambe
- Tom Spencer
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £2.3m | £2.3m |
| 31/03/2025 | £1.9m | £1.9m |
| 31/03/2024 | £1.7m | £2.0m |
| 31/03/2023 | £1.7m | £1.5m |
| 31/03/2022 | £1.4m | £1.2m |
Common questions
Is ROSES THEATRE TRUST financially healthy?
Per its FY2026 accounts: The accounts state that the charity generated a surplus of £19,920, increasing total funds to £519,653. However, unrestricted reserves are in deficit at £95,351, and current liabilities exceed current assets by £240,597. The auditor has identified a material uncertainty regarding the charity's ability to continue as a going concern due to these financial positions and reliance on external funding. Its FY2026 accounts were audited by Kendall Wadley.
Who funds ROSES THEATRE TRUST?
Funders whose own accounts filings name ROSES THEATRE TRUST as a grant recipient include BARNWOOD TRUST, THE THEATRES TRUST CHARITABLE FUND, THE GORDON GRAY TRUST, THE DAVID FAMILY FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| BARNWOOD TRUST | FY2025 | £150k | Themed Project |
| THE THEATRES TRUST CHARITABLE FUND | FY2022 | £20k | |
| THE THEATRES TRUST CHARITABLE FUND | FY2023 | £11k | Small Grants Programme |
| THE GORDON GRAY TRUST | FY2025 | £4k | |
| THE DAVID FAMILY FOUNDATION | FY2024 | £2k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 08/09/2021 | £25k | "Tewkesbury 2021 Stitchstory" |
| The National Lottery Community Fund | 18/06/2014 | £10k | Making Tewkesbury a better place for people with dementia |
| The National Lottery Heritage Fund | 08/01/2014 | £27k | "Tewkesbury Hospital- a site specific theatre based youth community performance on stories from hospital archives" |
| The National Lottery Community Fund | 13/03/2013 | £289k | Take Part Programme |
| The National Lottery Community Fund | 09/12/2009 | £190k | Roses Theatre Youth and Community Programme |
| The National Lottery Community Fund | 08/08/2008 | £10k | Take Out - participatory arts workshops in rural villages and deprived area |
| The National Lottery Heritage Fund | 08/11/2006 | £45k | ""Keep On Moving"" |
| The National Lottery Community Fund | 04/07/2006 | £5k | Replace and improve the Roses' 35mm projection equipment |
| The National Lottery Community Fund | 06/01/2005 | £5k | Toad of Toad Hall |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE JOHN THAW FOUNDATION | 3 | £11k |
| THE AUSTIN AND HOPE PILKINGTON TRUST | 3 | £7k |
| THE LIZ AND TERRY BRAMALL FOUNDATION | 1 | £200k |
| THE FOYLE FOUNDATION | 1 | £100k |
| SCARBOROUGH THEATRE DEVELOPMENT TRUST | 1 | £54k |
| THE LINDER FOUNDATION | 1 | £38k |
| THE ARNOLD BURTON 1998 CHARITABLE TRUST | 1 | £10k |
| THE JOHN COATES CHARITABLE TRUST | 1 | £6k |
Charities like this
- KINGSTON THEATRE TRUST
- LEEDS THEATRE TRUST LIMITED
- SCARBOROUGH THEATRE TRUST LIMITED
- THEATRE-RITES
- BROS THEATRE COMPANY
- GLADSTONE THEATRE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| ROSES THEATRE TRUST | £2.3m | — | 0 | unclear | — | material uncertainty |
| KINGSTON THEATRE TRUST | £3.9m | — | — | unclear | — | material uncertainty |
| LEEDS THEATRE TRUST LIMITED | £9.7m | — | — | unclear | — | no doubt |
| SCARBOROUGH THEATRE TRUST LIMITED | £3.1m | — | — | below | — | noted |
| THEATRE-RITES | £278k | — | 0 | unclear | — | no doubt |
| BROS THEATRE COMPANY | £55k | — | 0 | unclear | — | no doubt |