Finance Score: 0

Governance Score: -1

Support Score: 9

Liabilities <10%: +3
Excess reserves: -5
Strong growth: +2

Mainly male board: -1

Large volunteers +3
Overall weighted support: +6

Overall GiG Score: 8

SPALDING GENTLEMEN'S SOCIETY

Hold and preserve collections of local and historical interest and extensive library, all available for public viewing and academic research

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker recently
This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £723,684 available, equivalent to 62 months of spending and so may not be able to utilise additional funding

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
31/12/22		£966	£141	£825	£0	£1,649	£724	61.8	1	60
31/12/21		£134	£88	£46	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£72	£56	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£58	£44	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£162	£58	£104	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£107	£70	£38	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£46	£45	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£50	£32	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£38	£44	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£34	£28	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£29	£24	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	*	£27	£26	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£25	£22	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£23	£22	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£26	£23	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£27	£22	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£25	£216	£-191	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£23	£36	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£20	£23	£-3	n/a	n/a	n/a	n/a	n/a	n/a

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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: 0%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 44%
Reserves/Spending: 61.8 months
Net Current Assets/Spending: 22 months
Quick Ratio: 36.2

Asset Split ?

Balance Sheet History

Established: 61 years
(69 years as a company)

sgsoc.org

info@sgsoc.org

01775840369

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities

Where it operates

Lincolnshire,

Who it helps

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.

Major supporters in last 5 years

National Lottery Heritage Fund	£48,120
National Lottery Community Fund	£9,820
DCMS	£3,521

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Spalding Gentlemen's Society
£48,120	29/06/2023	Bridging the Gap
National Lottery Community Fund - South Holland's Platinum Poet Laureate
£9,820	08/04/2022	This project will support people through science art and literature and help those who have been unable to visit their museum throughout the pandemic and are isolated to foster mental health and ....more This project will support people through science art and literature and help those who have been unable to visit their museum throughout the pandemic and are isolated to foster mental health and wellbeing. It will mark the occasion of the Jubilee by creating a South Holland Poet Laureate. It will launch a written word competition and hold a launch event for the project to allow people to discover the museum collection and use it as inspiration for their writing and a celebration event at the end of June. There will be intergenerational activities with young people producing digital readings and a winner being chosen who will have a short video made and translated into different languages.
DCMS - ALB-HISTORIC ENGLAND - SPALDING GENTLEMENS
£3,521	01/04/2020	One further inspection covering the winter period.
National Lottery Heritage Fund - Grant to Spalding Gentlemen's Society
£20,100	16/03/2017	Spalding Gentlemen's Society - The future options

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 59-82

DAVID ALAN JAMES GRATTON Appointed: 2024, Occupation: Chartered Accountant

DR DUSTIN MCKINLEY FRAZIER WOOD Appointed: 2015

DR MICHAEL GILBERT Appointed: 2019, Occupation: Engineering Consultant

ELIZABETH JANE SNEATH Appointed: 2016, Occupation: Landowner

GRAHAM DAYES Appointed: 2019, Occupation: Self Employed

IAN HOULT Appointed: 2014, Occupation: Postman

JONATHAN ARMSTRONG DOBBS Appointed: 2021, Occupation: Managing Director

MELVYN PRICE Appointed: 2020, Occupation: Retired Chartered Accountant

MR TOM GRIMES, Occupation: Retired

PATRICK JAMES WENSOR Appointed: 2023, Occupation: Retired

PETRONELLA GERARDA KEELING Appointed: 2019, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 04/04/1963, number: 216131
Registered at Companies House on 13/01/1955, number: 00543260

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Volunteer management

Filing Record

19 returns made; AR11: 127 days late,

Main office

The Museum
Broad Street
Spalding
Lincs
PE11 1TB

Objectives

The Society's objects (Objects) are specifically restricted to the following:To promote and foster among the public knowledge, appreciation and the study of the Arts, Humanities and Science including by continuing to maintain and improve the Society's library, archive and museum collections and the organisation and provision of lectures

Defined Area of Benefit:

NOT DEFINED