Finance Score: -5

Governance Score: 6

Support Score: 4

Liabilities <10%: +3
Excess reserves: -5
Income diversified: +3
Spending declining: -1
Multiple Deficits: -2
Fundraising costs high: -3

Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +4

Overall GiG Score: 5

THE GEORGIAN GROUP

The Georgian Group exists to protect and preserve Georgian buildings, to stimulate public knowledge of Georgian architecture and to promote appreciation fot he classical tradition. It runs a casework programme in England and Wales, fulfilling a statutory duty to advise planning authorities on applications ton demolish or alter listed Georgian buildings, and runs activities for members.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
Income generation is well diversified
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £5,190,000 available, equivalent to 101 months of spending and so may not be able to utilise additional funding
Spending is declining
On several occasions in recent years income has been less than spending
Fundraising costs are high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£580	£615	£-35	£53	£5,548	£5,190	101.3	9	4
31/12/22		£542	£657	£-115	£80	£5,424	£5,072	92.7	7	6
31/12/21		£453	£599	£-146	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£654	£752	£-98	£153	£5,686	£5,310	84.7	9	6
31/12/19		£698	£746	£-48	£183	£5,617	£5,242	84.3	9	6
31/12/18		£631	£832	£-201	£210	£5,212	£4,853	70	10	0
31/12/17		£649	£748	£-98	£223	£5,670	£5,200	83.5	8	0
31/12/16		£827	£767	£60	£232	£5,546	£5,078	79.5	6	0
31/12/15		£904	£890	£14	£232	£5,211	£4,782	64.5	6	0
31/12/14		£1,152	£777	£375	£48	£5,286	£4,854	75	6	0
31/12/13		£1,297	£773	£524	£87	£4,696	£4,508	69.9	7	0
31/12/12		£2,435	£707	£1,727	£137	£4,042	£3,799	64.4	7	0
31/12/11		£749	£677	£72	£154	£2,313	£2,109	37.4	8	0
31/12/10		£607	£607	£0	£103	£2,248	£2,021	40	9	0
31/12/09		£576	£511	£65	£60	£2,198	£249	5.8	8	0
31/12/08	*	£648	£536	£112	£68	£2,065	£1,827	40.9	10	0
31/12/07		£557	£594	£-37	£72	£2,133	£1,828	36.9	8	0
31/12/06	*	£352	£400	£-48	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£499	£465	£34	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	*	£550	£445	£104	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 27.9%
Fundraising Costs/Total Spending: 13.4%
Senior Staff Costs/Total Spending: 13%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 2%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 101.3 months
Net Current Assets/Spending: 9 months
Quick Ratio: 5.6

Asset Split ?

Balance Sheet History

Established: 62 years

www.georgiangroup.org.uk

office@georgiangroup.org.uk

02075298920

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who supports 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 - ALB-Historic England-Statutory Casework- Georgian Group
£10,000	25/02/2022	Statutory casework- Responding to Listed Building Consent or similar notifications, providing pre-application planning advice- Providing professional advice to conservation officers, LPAs and other ....more Statutory casework- Responding to Listed Building Consent or similar notifications, providing pre-application planning advice- Providing professional advice to conservation officers, LPAs and other relevant professionals- Supporting work that addresses buildings at risk.- Advising public on LBC and planning issues- Database management for the notifications- Education and engagement production of magazines etc
DCMS - ALB-Historic England-Statutory Casework- Georgian Group
£42,256	25/02/2022	Fulfilment of the group's role as a statutory consultee in the English planning system for listed building consent applications involving fabric from circa 1700-1840.
DCMS - ALB-Historic England-Statutory Casework- Georgian Group
£41,427	01/04/2020	Fulfilment of the group's role as a statutory consultee in the English planning system for listed building consent applications involving fabric from circa 1700-1840.
DCMS - ALB-Historic England-Statutory Casework- Georgian Group
£40,615	01/04/2019	Fulfilment of the group's role as a statutory consultee in the English planning system for listed building consent applications involving fabric from circa 1700-1840.
DCMS - ALB-HistoricEngland-Statutory Casework- Georgian Group
£40,615	01/04/2018	Fulfilment of the group's role as a statutory consultee in the English planning system for listed building consent applications involving fabric from circa 1700-1840.
DCMS - National Capacity Building Grants
£40,615	21/03/2017	Fulfillment of the Group's role as a Statutory consultee in the English planning system for Listed Building Consent Applications involving fabric from c.1700?1840.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

ANDREW GRANT COLIN THOM Appointed: 2023

CAROLINE STANFORD Appointed: 2023

EDWARD RUPERT HOLLAND Appointed: 2023

GEORGE ROBERT CARTER Appointed: 2019

HARRIET WENNBERG Appointed: 2019

KATE REBECCA BELLAMY Appointed: 2024

MARK DAVID RYTEN HAMMOND Appointed: 2022

MARTIN DAVID VINCENT RANDALL Appointed: 2024

PAUL JOHN RUSSELL ZISMAN (Chair) Appointed: 2020, Occupation: Company Director

PATRICK JOHN NEWBERRY Appointed: 2018

VALERIE MAE HUMPHREY Appointed: 2018

WILLIAM MICHAEL PALIN Appointed: 2020

Legal constitution

Charity registered in England & Wales on 22/09/1962, number: 209934

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 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

Filing Record

20 returns made; AR08: 11 days late, AR06: 50 days late, AR04: 15 days late,

Recent reorganisation events:

Asset transfer in from ST JOHN'S CHURCH HANLEY CHARITABLE TRUST on 27/11/2023

Main office

THE GEORGIAN GROUP
6 FITZROY SQUARE
LONDON
W1T 5DX

Objectives

(1) TO SAVE FROM DESTRUCTION OR DISFIGUREMENT GEORGIAN BUILDINGS, WHETHER INDIVIDUALLY OR AS PART OF A GROUP, MONUMENTS, PARKS AND GARDENS OF ARCHITECTURAL AND HISTORIC INTEREST AND, WHERE NECESSARY, ENCOURAGE THEIR APPROPRIATE REPAIR OR RESTORATION AND THE PROTECTION AND IMPROVEMENT OF THEIR SETTING. (2) TO STIMULATE PUBLIC KNOWLEDGE AND APPRECIATION OF GEORGIAN ARCHITECTURE AND TOWN PLANNING; OF GEORGIAN TASTE AS DISPLAYED IN THE APPLIED ARTS DESIGN AND CRAFTMANSHIP, AND ITS INFLUENCE ON LATER PERIODS.

Defined Area of Benefit:

NOT DEFINED