Finance Score: 2

Governance Score: 6

Support Score: 9

Strong growth: +2

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +9

Overall GiG Score: 17

THE LANTERN TRUST WEYMOUTH

The Lantern is an independent charity, founded in 1983 which seeks to benefit vulnerable and marginised people in the Weymouth and Portland area through its resource centre and by working closely and professionally with other agencies. The Lantern offers a range of services including advocacy,housing, benefits advice, counselling, support groups, crisis response, frontline practical support.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent 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

Established: 18 years

www.lanterntrust.org.uk

mike.graham@lanterntrust.org.uk

01305787940

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£758	£685	£73	£0	£584	£550	9.6	19	8
31/03/22		£593	£524	£69	£0	£511	£511	11.7	16	10
31/03/21		£595	£478	£117	£0	£442	£437	11	12	20
31/03/20		£353	£311	£42	n/a	n/a	n/a	n/a	n/a	15
31/03/19		£245	£210	£35	n/a	n/a	n/a	n/a	n/a	10
31/03/18		£171	£127	£45	£0	£0	£0	n/a	0	0
31/03/17		£102	£108	£-6	£0	£0	£0	n/a	0	0
31/03/16		£94	£90	£4	£0	£0	£0	n/a	0	0
31/03/15		£94	£92	£1	£0	£0	£0	n/a	0	0
31/03/14		£90	£88	£2	£0	£0	£0	n/a	0	0
31/03/13		£85	£84	£1	£0	£0	£0	n/a	0	0
31/03/12		£89	£83	£6	£0	£0	£0	n/a	0	0
31/03/11		£85	£111	£-26	£0	£0	£0	n/a	0	0
31/03/10	*	£87	£109	£-22	£0	£0	£0	n/a	0	0
31/03/09		£89	£114	£-25	£0	£0	£0	n/a	0	0
31/03/08	*	£104	£114	£-10	£0	£0	£0	n/a	0	0
31/03/07	*	£98	£101	£-3	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 28%
Liabilities/Income: 30%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 9.6 months
Net Current Assets/Spending: 5 months
Quick Ratio: 4.2

Asset Split ?

Listed activities

Disability
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Dorset,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

19 employees
8 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£333,000
Tudor Trust	£82,000
Lloyds Bank Foundation	£67,250
DCMS	£61,095
Garfield Weston Foundation	£35,000

Specific Donations

Amount	When Months	To be used for
Lloyds Bank Foundation - One off gift towards cost of living crisis to The Lantern Trust
£2,250	14/12/2022	One off gift to support with the cost of living crisis
National Lottery Community Fund - Housing Support Worker
£10,000	17/06/2022	The funding will be used to employ a housing support worker for the trust. The project aims to increase the organisation’s capacity to provide advice support and advocacy for an expanding user base ....more The funding will be used to employ a housing support worker for the trust. The project aims to increase the organisation’s capacity to provide advice support and advocacy for an expanding user base facing challenging circumstances.
National Lottery Community Fund - The Lantern Trust Core Costs
£303,000	24/02/2022	The project is using funding to support people with multiple social exclusion factors who face associated barriers to housing benefits health care practical and emotional support. Through their ....more The project is using funding to support people with multiple social exclusion factors who face associated barriers to housing benefits health care practical and emotional support. Through their Crisis and Recovery Hub the group will provide easy access support to people with a range of complex needs for whom traditional services have not achieved success.
Garfield Weston Foundation - Main Grants award
£25,000	29/10/2021	Safe Sleep 2022 Operational Costs
Tudor Trust - Grant to Lantern Trust (Weymouth)
£2,000	04/01/2021	as an additional grant to support staff, volunteer and trustee wellbeing, to assist the organisation deliver its charitable purpose more effectively
Lloyds Bank Foundation - Recovery grant to The Lantern Trust
£50,000	03/12/2020 24	Unrestricted grant over two years towards the core costs of The Lantern Trust, awarded under the Foundation's Homeless and Vulnerably Housed funding stream. Part of the Covid Recovery Fund to support ....more Unrestricted grant over two years towards the core costs of The Lantern Trust, awarded under the Foundation's Homeless and Vulnerably Housed funding stream. Part of the Covid Recovery Fund to support charities to emerge from the pandemic.
Garfield Weston Foundation - Main Grants award
£10,000	09/10/2020	The Lantern Trust Revenue / Unrestricted Core Costs
DCMS - Coronavirus Community Support Fund
£61,095	05/10/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Tudor Trust - Grant to Lantern Trust (Weymouth)
£80,000	10/06/2020 36	over three years towards core costs at an organisation supporting vulnerable people in Weymouth
National Lottery Community Fund - The Lantern Trust COVID-19 Emergency Response Project
£10,000	15/05/2020 15	The funding will be used to deliver an emergency Response Project to meet the needs of vulnerable and marginalised local people affected by the COVID-19 pandemic. The project will offer welfare ....more The funding will be used to deliver an emergency Response Project to meet the needs of vulnerable and marginalised local people affected by the COVID-19 pandemic. The project will offer welfare checks tenancy support and advice delivery of food essential items and mobile phones and coordinate in-house and external agency support to allow people to remain independent and to experience an improvement in physical and mental well-being.
Lloyds Bank Foundation - Grant to The Lantern Trust
£15,000	20/09/2019 12	The charity supports people who are homeless in Weymouth. The grant would fund the development of a new finance and fundraising strategy for their crisis and recovery hub and move-on accommodation ....more The charity supports people who are homeless in Weymouth. The grant would fund the development of a new finance and fundraising strategy for their crisis and recovery hub and move-on accommodation and employability support.
National Lottery Community Fund - Housing Support Worker
£10,000	11/07/2019 12	The funding will be used to pay the salary of a housing support worker. The project aims to support the housing needs of vulnerable people.
Tudor Trust - Grant to Lantern Trust (Weymouth)
£90,000	10/08/2017 36	over three years towards core costs at an organisation supporting vulnerable people in Weymouth
Lloyds Bank Foundation - Grant to The Lantern Trust
£12,000	29/04/2014	Lantern deals with the homeless in the Weymouth and Portland area. It seeks support for its core running costs, including utilities. The support given helps the homeless to move to a more independent ....more Lantern deals with the homeless in the Weymouth and Portland area. It seeks support for its core running costs, including utilities. The support given helps the homeless to move to a more independent lifestyle with help for housing and healthy living.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-81

AVIS JANE BAZELL Appointed: 2006, Occupation: Retired

DR JONATHAN MARTIN ORRELL Appointed: 2019, Occupation: General Practitioner- Medicine

DR SARITA DE KRETSER Appointed: 2023, Other trusteeship: CELEBRATE TRUST,

ELIZABETH IRELAND Appointed: 2014, Occupation: Registered Nurse

IAN WALTON (Chair) Appointed: 2007, Occupation: Chartered Accountant, Other trusteeships: THE LANTERN TRUST (WEYMOUTH), EAGLES WINGS MINISTRIES UK LIMITED,

JULIA CHERRY CLARKE Appointed: 2019, Occupation: Charity Coordinator, Other trusteeship: WEYMOUTH FOODBANK,

REV PHILIP ELLIOTT Appointed: 2016, Occupation: Minister Of Religion, Other trusteeship: WEYMOUTH UNIT 360 OF THE SEA CADET CORPS,

Legal constitution

Charitable company registered in England & Wales on 29/06/2006, number: 1114979
Registered at Companies House on 28/09/2005, number: 05577019

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

17 returns made; AR10: 11 days late, AR08: 1 days late, AR07: 240 days late,

Main office

THE LANTERN TRUST (WEYMOUTH)
2 RANELAGH ROAD
WEYMOUTH
DORSET
DT4 7JD

Objectives

TO RELIEVE THOSE PERSONS IN NEED, IN PARTICULAR THOSE WHO MAY BE VULNERABLE DUE TO AGE, INFIRMITY, DISABLEMENT AND FINANCIAL HARDSHIP.IN FURTHERING THE OBJECTS, DUE REGARD SHALL BE GIVEN TO THE PRINCIPLES OF THE CHRISTIAN FAITH.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE WEYMOUTH AND SURROUNDING DISTRICTS

Data Sources