Finance Score: 3

Governance Score: 3

Support Score: 8

Liabilities <10%: +3
Excess liquidity: -1
Reasonable growth: +1

Dynamic board: +3

Large volunteers +3
Grant maker support: +5

Overall GiG Score: 14

WEYMOUTH CIVIC SOCIETY

The Society aims, within the borough of Weymouth and Portland and its surrounding area, to increase public awareness of its architecture and civic heritage, to encourage high standards of building and town planning, to preserve buldings and other features of architectural, cultural or historic significance and to acquire buildings of interest for public enjoyment.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
There has been reasonable growth in spending over the last 3 years relative to the previous period
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 and there are significant future grants due to be received
The Board appears to be dynamic in terms of composition

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

Established: 12 years

www.weymouthcivicsociety.org

info@weymouthcivicsociety.org

01305776541

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
30/09/22		£505	£441	£65	£0	£906	£585	15.9	15	120
30/09/21		£439	£463	£-23	n/a	n/a	n/a	n/a	n/a	117
30/09/20	*	£356	£352	£4	n/a	n/a	n/a	n/a	n/a	120
30/09/19		£450	£426	£25	n/a	n/a	n/a	n/a	n/a	125
30/09/18		£341	£317	£24	£0	£0	£0	n/a	0	125
30/09/17		£311	£263	£48	£0	£0	£0	n/a	0	0
30/09/16		£281	£265	£15	£0	£0	£0	n/a	0	0
30/09/15		£290	£271	£19	£0	£0	£0	n/a	0	0
30/09/14		£315	£278	£36	£0	£0	£0	n/a	0	0
30/09/13		£271	£228	£43	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 65%
Reserves/Spending: 15.9 months
Net Current Assets/Spending: 16 months
Quick Ratio: 40.7

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

Dorset,

Who it helps

The General Public/Mankind

Who works here?

15 employees
120 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.

Specific Donations

Amount	When Months	To be used for
DCMS - Museum Estate and Development fund
£320,000	16/02/2023	This is an open-access capital fund targeted at non-national Accredited museums and local authorities based in England to apply for funding to undertake vital infrastructure and urgent maintenance ....more This is an open-access capital fund targeted at non-national Accredited museums and local authorities based in England to apply for funding to undertake vital infrastructure and urgent maintenance backlogs which are beyond the scope of day-to-day maintenance budgets.
DCMS - Nothe Fort, Weymouth
£14,025	05/01/2021	The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage organisations. ....more The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage organisations. Historic England is offering grant funding as part of the Heritage Stimulus Fund, capital funding which forms part of the support package. This encompasses a number of grant funds to help the heritage sector recover from the effects of the Covid-19 pandemic. This funding will support owners of listed buildings to carry out maintenance and small-scale urgent repair work ando revitalise decaying historic buildingso improve the condition of the nations heritageo protect jobs in the heritage construction sectoro underpin specialist heritage professionals and crafts people
National Lottery Community Fund - North Terrace Accessability Project
£10,000	31/05/2019 12	The funding will be used to install a stair lift which will enable access to the north terrace without using steps. The project aims to improve a space that provides extensive views across Weymouth ....more The funding will be used to install a stair lift which will enable access to the north terrace without using steps. The project aims to improve a space that provides extensive views across Weymouth Bay and the Dorset Jurassic Coast to make it more inclusive for the whole community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 52-73

ANDREW KNOWLES Appointed: 2023, Occupation: Copywriter

CHRIS MOYLE Appointed: 2018, Occupation: Retired

CHRISTINA WILSON Appointed: 2023, Occupation: Ceo Community Organisation, Other trusteeships: THE OTHONA COMMUNITY, THE OTHONA COMMUNITY,

GRAHAM JOHN PERRY Appointed: 2020, Occupation: Retired, Other trusteeship: THE FRIENDS OF WEYMOUTH MUSEUM,

GRAHAM STUART DEWEY Appointed: 2020, Occupation: Chartered Surveyor

HENRY KEITH HOLDAWAY Appointed: 2017, Occupation: Company Director

JAMES WILLIAM FARQUHARSON Appointed: 2020, Occupation: Pr Manager

MAXINE ELISABETH FOSTER Appointed: 2019, Occupation: Retired

RICHARD JAMES BURGESS Appointed: 2023, Occupation: Town Planning Consultant, Other trusteeship: SOUTH DORSET COMMUNITY SPORTS TRUST LIMITED,

Legal constitution

Charitable company registered in England & Wales on 16/08/2012, number: 1148603
Registered at Companies House on 10/07/2012, number: 08137463

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

10 returns made; AR20: 42 days late,

Main office

Weymouth Civic Society
Tudor House
3 Trinity Street
WEYMOUTH
DT4 8TW

Objectives

The Society's objects (Objects) are specifically restricted to the following within the boundaries of Weymouth and Portland Town Councils and its surrounding areas:-4.1 to stimulate public interest in the Area (the Area); 4.2 to promote high standards of planning and architecture in the Area; 4.3 to secure the preservation, protection, development and improvement of features of historic, public, natural or environmental interest in the Area; and 4.4 to acquire buildings of historic interest in the Area with a view to their maintenance and long term preservation and to open such buildings to the public with a view to increasing its appreciation and understanding of the local heritage;and 4.5 to undertake any relevant activities to further these objectives insofar as they shall be charitable. 4.6 to operate museums

Data Sources