2025-04-05-accounts - Playback Theatre South West

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees’ Annual Report for the period

From 06 April 2024 Period start date To 05 April 2025 Period end date Charity name: Playback Theatre South West

Charity registration number: 1161665

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	Playback Theatre South West promotes equality and diversity by fostering understanding between people from diverse backgrounds and promotes social inclusion by supporting those at risk of social exclusion and assisting them to integrate into society.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	During 2024–25 the charity delivered participatory Playback Theatre performances, projects and training focused on refugee and asylum-seeking women, survivors of domestic and sexual abuse, and wider community groups experiencing trauma, isolation and marginalisation. Weekly sessions were delivered for refugee women in Plymouth, alongside performances, workshops and collaborative projects with statutory, voluntary and educational organisations.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees confirm that they have had regard to the Charity Commission’s guidance on public benefit in planning and reviewing the charities activities.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	The charity applies for grants to support specific projects aligned with its charitable objects. All grant applications and use of restricted funds are approved and monitored by the trustees.
	Para 1.38

Policy on social investment including program related investment
Contribution made by volunteers	Para 1.38	Volunteer company members play a vital role in delivering performances, facilitation, training, governance support and fundraising activity.
Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	The charity consolidated its refugee programme in Plymouth, supporting 30–40 women weekly from 14 countries. It re- established work with survivors of domestic and sexual abuse through a new partnership with Phoenix Rising CIC, delivering multiple performances and an ‘Upstage the Rage’ workshop. Four facilitators are now able to independently lead Playback Theatre sessions, increasing organisational capacity. Public performances were successfully re-framed as fundraising events, strengthening financial sustainability and community engagement.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	The charity met its objectives to promote social inclusion and equality by providing safe, creative spaces for marginalised groups to share their stores, build resilience and strengthen community connections.
Performance of fundraising activities against objectives set	Para 1.41	Trustees led a successful crowdfunding campaign raising £10,000. Public performances were offered as fundraisers for projects, supported by the introduction of card reader donations.
Investment performance against objectives	Para 1.41

Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The charity remained financially stable at the year end, supported by grants, donations and fundraising.
Statement explaining the policy for holding reserves statingwhytheyare held	Para 1.22	The charity aims to hold reserves of approximately £8,000 to manage funding risk and ensure continuityof services.
Amount of reserves held	Para 1.22	£8000
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24	None identified.
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	Trustees are not aware of any material uncertainties affecting the charity’s ability to continue as a going concern.

Additional information (optional) You may choose to include further statements where relevant about:


The charity’s principal sources of funds (including any fundraising)	Para 1.47	Principal sources of income include grant funding, donations, crowdfunding, fundraising performances and membership fees.
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46	Key risks include funding uncertainty, increasing demand for services, and the emotional impact of trauma-focused work. Mitigation includes reserve management, income diversification, safeguarding policies, supervision and post-performance care.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Charitable Incorporated Organisation (CIO)
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Trustees are appointed by the existing board od trustees.

Additional information (optional) You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	Playback Theatre South West is governed by trustees and managed day-to-day by two freelance Artistic Directors. Projects are delivered through RedEarth Playback Theatre, a women-only company. The charity works in collaboration with statutory bodies, charities, universities and communityorganisations.
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	Playback Theatre South West
Other name the charity uses
Registered charity number	1161665
Charity’s principal address	23 Denys Road Totnes Devon TQ9 5TJ

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Katie Chaplin
	Jet Kamphuis
	Jill Lewis
	Francis Porter

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
Type of adviser Name Address




Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Francis John Porter Position (eg Secretary, Trustee Chair, etc) Date 3 February 2026

----- Start of picture text -----
Playback Theatre South West No (if any)
Receipts and payments accounts CC16a
For the period 06/04/2024 05/04/2025
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Grants 111,765 - - 111,765 25,000
Short Term Projects 4,108 - - 4,108 6,045
Training - - - - 3,320
Ticket Sales 810 - - 810 1,235
Donations 11,403 - - 11,403 3,213
Membership Fees 4,575 - - 4,575 4,725
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 132,661 ] - - 132,661 43,538
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 132,661 - - 132,661 43,538
A3 Payments
Travel 5,182 - - 5,182 4,992
Subsistence/Refreshments 774 - - 774 695
Artistic Director 26,093 - - 26,093 23,391
Creative Director 16,626 16,626
Facilitation/Performance Fees - - - 873
Artist Fees 12,850 - - 12,850 21,400
Administration 541 - - 541 4,841
Publicity 516 - - 516 3,201
Room Hire/Rent 1,493 - - 1,493 2,393
Insurance 619 - - 619 593
Professional Fees & Memberships 1,018 - - 1,018 469
Supervision & Training 211 - - 211 3,149
General Office Costs 44 - - 44 87
Project Management 8,475 - - 8,475 17,084
Donations - - - - -
Fundraising Costs - - - - -
Sub total [ 74,442 ] - - 74,442 83,168
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 74,442 - - 74,442 83,168
Net of receipts/(payments) 58,219 - - 58,219 - 39,630
A5 Transfers between funds - - - - -
A6 Cash funds last year end 8,204 - - 8,204 47,834
Cash funds this year end 66,423 - - 66,423 8,204
----- End of picture text -----

CCXX R1 accounts (SS)

03/02/2026

Section B Statement of assets and liabilities at the end of the period

Details Details Bank Account Details Details *Total cash funds* (agree balances with receipts and payments account(s)) Details	Unrestricted funds to nearest £ 66,423 - - 66,423 OK Unrestricted funds to nearest £ - - - - - - Fund to which asset belongs Fund to which asset belongs Fund to which liability relates	Restricted funds to nearest £ - - - - OK Restricted funds to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - Amount due (optional)	Endowment funds to nearest £ - - -
			-
			OK
			Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional)
		- - - - -
Signature	Print Name Francis Porter		Date of approval 03/02/2026

CCXX R2 accounts (SS)

03/02/2026