WORCESTER THEATRES CHARITABLE TRUST LTD
The promotion for the public benefit of the appreciation and enjoyment of a wide range of music and theatre for the benefit of the people of Worcester and the surrounding area.
Objects
(A) TO ADVANCE THE EDUCATION OF THE GENERAL PUBLIC IN ARTISTIC, CULTURAL AND MUSICAL MATTERS BY PROMOTING THE PERFORMING ARTS, THEATRICAL PRODUCTIONS AND ARTISTIC EXCELLENCE AND PROVIDING AND OPERATING A THEATRE AND CONCERT HALL.(B) TO PRESERVE FOR THE BENEFIT OF THE TOWNSPEOPLE OF WORCESTER CITY IN THE COUNTY OF HEREFORD AND WORCESTER AND OF THE NATION AT LARGE, THE COUNTESS OF HUNTINGDON HALL AND ITS ANCILLARY BUILDINGS AS A FEATURE OF HISTORICAL ARCHITECTURAL OR CULTURAL INTEREST.
Financial health, per its FY2025 accounts
The accounts state that the charity achieved a net surplus of £585,696 for the year ended 31 August 2025, with total incoming resources rising to £2,601,308. The trustees report that free reserves of £1,333,248 are in excess of the policy target, which is estimated at £235,000 to cover closure costs. The auditors confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.
What the accounts disclose
“the minimum level of reserves needed to cover closure costs has been estimated to be £235,000”
“The parent company has one wholly owned subsidiary, Arts Enterprises Worcester Limited.” — page 6
Policies the charity declares
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Social media 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 31/08/2025
- Volunteers: 150
- Government income: £136,944 — grants £136,944 (2); 5% of the £2,601,308 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/08/2024
- Volunteers: 150
- Government income: £121,563 — grants £121,563 (2); 5% of the £2,233,457 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/08/2023
- Volunteers: 150
- Government income: £117,887 — grants £117,887 (3); 7% of the £1,748,356 total gross income on the same return
- Has a trading subsidiary
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/08/2023 (received 08/07/2024, 8 days after the 30/06/2024 due date).
Leadership, per the charity’s website
- Sarah-Jane Morgan — Chief Executive Officer
Structured financials (annual return, FY ending 31/08/2025)
Trustees
- Alan George Tidy
- Alan James Stuttard
- Chris Glover
- Dawn Emma Long
- Dean Eric Elliott
- JOSEPHINE CONSTANCE HODGES
- Janet Mary Vale
- Jonathan Andrew Fraser
- Lord Richard Oliver Faulkner
- Robert Iestyn Richards
- Roger Knight
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £2.6m | £2.0m |
| 31/08/2024 | £2.2m | £2.0m |
| 31/08/2023 | £1.7m | £1.6m |
| 31/08/2022 | £1.8m | £1.6m |
| 31/08/2021 | £873k | £634k |
Common questions
Is WORCESTER THEATRES CHARITABLE TRUST LTD financially healthy?
Per its FY2025 accounts: The accounts state that the charity achieved a net surplus of £585,696 for the year ended 31 August 2025, with total incoming resources rising to £2,601,308. The trustees report that free reserves of £1,333,248 are in excess of the policy target, which is estimated at £235,000 to cover closure costs. The auditors confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Richards Sandy Audit Services Limited.
Who funds WORCESTER THEATRES CHARITABLE TRUST LTD?
Funders whose own accounts filings name WORCESTER THEATRES CHARITABLE TRUST LTD as a grant recipient include THE BRANSFORD TRUST, THE ELMLEY FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE BRANSFORD TRUST | FY2025 | £25k | |
| THE BRANSFORD TRUST | FY2023 | £7k | |
| THE BRANSFORD TRUST | FY2022 | £6k | |
| THE BRANSFORD TRUST | FY2024 | £5k | |
| THE ELMLEY FOUNDATION | FY2022 | amount not stated |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 31/10/2024 | £19k | Saucy - Queer Performance Worcester Style |
| The National Lottery Heritage Fund | 12/02/2018 | £10k | "Worcester Repertory Company at 50" |
| The National Lottery Heritage Fund | 17/02/2010 | £50k | "Worcester: The City of Liberty" |
| The National Lottery Community Fund | 08/12/2006 | £5k | REACT |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| WORCESTER MUNICIPAL CHARITIES (CIO) | 1 | £201k |
| THE BARBARA WARD CHILDREN'S FOUNDATION | 1 | £18k |
| SPORTS PARTNERSHIP HEREFORDSHIRE AND WORCESTERSHIRE | 1 | £13k |
| THE HAWTHORNE CHARITABLE TRUST | 1 | £13k |
| THE ALAN EDWARD HIGGS CHARITY | 1 | £9k |
| CHARLES S FRENCH CHARITABLE TRUST | 1 | £9k |
| THE HOPMARKET CHARITY | 1 | £7k |
| THE MACKINTOSH FOUNDATION | 1 | £7k |
Charities like this
- GLADSTONE THEATRE TRUST
- MALVERN THEATRES TRUST LIMITED
- WOOLSTORE COUNTRY THEATRE
- THE PLEASANCE THEATRE TRUST
- WORCESTER COMMUNITY TRUST
- THE OPEN THEATRE COMPANY LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| WORCESTER THEATRES CHARITABLE TRUST LTD | £2.6m | — | 0 | unclear | — | no doubt |
| GLADSTONE THEATRE TRUST | £386k | — | 0 | unclear | — | no doubt |
| MALVERN THEATRES TRUST LIMITED | £7.8m | — | — | unclear | — | no doubt |
| WOOLSTORE COUNTRY THEATRE | £49k | — | 0 | unclear | — | no doubt |
| THE PLEASANCE THEATRE TRUST | £5.5m | £80,000 - £89,999 | 1 | unclear | — | no doubt |
| WORCESTER COMMUNITY TRUST | £1.8m | — | 0 | unclear | — | no doubt |