Finance Score: 0
Governance Score: 6
Support Score: 12
  • Good reserves management: +3
  • Strong growth: +2
  • Fundraising costs high: -5
  • Good trustee age range: +3
  • Gender balanced board: +3
  • Overall weighted support: +12
Overall GiG Score: 18 ?

GENESIS TRUST BATH

THE GENESIS TRUST OPERATES WITHIN THE CITY OF BATH PROVIDING SERVICES TO THOSE IN NEED; PARTICULARLY THE HOMELESS AND VULNERABLY HOUSED. ITS ACTIVITIES INCLUDE THE PROVISION OF MEALS, HOUSEHOLD ITEMS (FURNITURE), ADVICE AND SIGNPOSTING, LIFESKILLS ACTIVITIES AND WORK PLACEMENTS.
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • Reserves management has been consistently within official guidelines
  • There has been strong growth in spending over the last 5 years
  • The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

  • Fundraising costs are extremely 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
31/03/24£1,171£1,264£-94£491£574£4063.824160
31/03/23£1,026£995£31£171£667£3934.724250
31/03/22£679£774£-95£124£636£4026.21919
31/03/21£908£704£205£92£731£4567.81750
31/03/20?£687£715£-28£96£526£2844.819450
31/03/18£720£680£40£114£753£2604.6180
31/03/17£1,126£655£471£115£713£2885.3150
31/03/16£467£430£37n/an/an/an/an/an/a
31/03/15?£269£229£40n/an/an/an/an/an/a
31/07/14*£183£40£143n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 51.9%
Fundraising Costs/Total Spending: 38.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 71%
Reserves/Spending: 3.8 months
Net Current Assets/Spending: 4 months
Quick Ratio: 11.9
Asset Split ?
Balance Sheet History
Established: 11 years

www.genesistrust.org.uk

office@genesistrust.org.uk

01225463549

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Bath And North East Somerset,
Who it helps
  • Other Defined Groups

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years
The Trussell Trust£242,084
Garfield Weston Foundation£75,000
Lloyds Bank Foundation£52,250
Quartet Community Foundation£28,311
National Lottery Community Fund£13,781
Specific Donations
Amount When
Months
To be used for
Quartet Community Foundation - Grant to Genesis Trust
£4,500 19/12/2023
3
Toward energy-saving items for people affected by poverty and disadvantage to be distributed by Bath Foodbank and Life Projects.
Quartet Community Foundation - Grant to Genesis Trust
£4,346 27/10/2023
11
SMART Recovery – a programme for people wanting to change problematic behaviour, including addiction to drugs, alcohol, gambling, food, shopping and the internet.
Garfield Weston Foundation - Main Grants award
£30,000 07/07/2023
Life Projects
The Trussell Trust - Grant to Bath Foodbank
£202,780 05/01/2023
5dpw CA service + 2dpw
Lloyds Bank Foundation - One off gift towards cost of living crisis to Genesis Trust Bath
£2,250 14/12/2022
One off gift to support with the cost of living crisis
The Trussell Trust - Grant to Bath Foodbank
£5,000 01/11/2022
Emergency grant
Quartet Community Foundation - Grant to Genesis Trust
£5,000 23/08/2022
Life Connect – providing opportunities for vulnerable and disadvantaged clients to come together and socially connect around the provision of a meal.
Quartet Community Foundation - Grant to Genesis Trust
£1,921 19/08/2022
Delivery of a ten-week Life Course designed to help people to live well in recovery from addiction and/or mental ill-health
Lloyds Bank Foundation - Grant to Genesis Trust Bath
£50,000 29/07/2022
24
Unrestricted grant over two years towards the core costs of Genesis Trust Bath
Quartet Community Foundation - Piece by Piece
£1,846 30/03/2022
A mosaic project to involve the group's clients, culminating in its unveiling at a celebration on the Jubilee weekend.
Garfield Weston Foundation - Main Grants award
£25,000 11/02/2022
Life Projects
National Lottery Community Fund - Lifeline Centre
£10,000 16/07/2021
The organisation will use the funding to employ a manager to support people who are homeless disadvantaged or vulnerable.
Quartet Community Foundation - Life Skills - Walking Group
£698 25/06/2021
Delivery of a 6-week walking group to support vulnerable adults to develop healthier lifestyle choices, reduce social isolation, increase confidence and self-esteem and encourage further participation in meaningful activity.
Quartet Community Foundation - Lifeline Centre
£5,000 22/09/2020
Lifeline Centre - provision of crisis support and longer term emotional and practical help for homeless, vulnerable and marginalised people living in and around Bath.
The Trussell Trust - Grant to Bath Foodbank
£5,000 08/07/2020
CV emergency costs: salary costs
Garfield Weston Foundation - Main Grants award
£20,000 12/06/2020
The Lifeline Centre - Supporting Homelessness and Vulnerable Adults in Bath
The Trussell Trust - Grant to Bath Foodbank
£12,152 29/05/2020
Interim manager and warehouse equipment
The Trussell Trust - Grant to Bath Foodbank
£12,152 20/05/2020
Racking, crates and interim PM
National Lottery Community Fund - Genesis Trust Life Skills Project
£3,781 15/05/2020
6
The funding will be used to deliver online mentoring and digital support activities to vulnerable people affected by social restriction who experience multiple disabilities which are exacerbated by the COVID-19 pandemic.
The Trussell Trust - Grant to Bath Foodbank
£5,000 27/03/2020
CV emergency costs: salary costs
Quartet Community Foundation - Grant to Genesis Trust
£5,000 24/03/2020
3
Special provision of crisis services at a Lifeline Centre during COVID-19 situation for rough sleepers and those living in temporary accommodation.
National Lottery Community Fund - Lifeline Centre for the Homeless in Bath
£10,000 29/08/2019
12
Lifeline Centre for the Homeless in Bath
Co-Operative Group - Grant to Genesis Trust Bath
£5,286 19/11/2018
We plan to provide around 800 support and advice sessions and 250 intensive support sessions to homeless and vulnerable people in Bath.
The Clothworkers Foundation - Grant to Genesis Trust (Bath)
£60,000 10/11/2016
Construction of a new training centre
Lloyds Bank Foundation - Grant to GenesisTrust Bath
£15,000 04/03/2015
12
Genesis Trust support the disadvantaged in Bath through a range of services: soup run, drop-in for homeless people, life skills project and work placements. This request will develop and implement a system for monitoring the difference their work ....more
Lloyds Bank Foundation - Grant to GenesisTrust Bath
£15,000 29/06/2012
the salary of the Wood Works Manager
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split
Based on 6/7 persons

Age Range of Trustees: 45-76
  • ALASTAIR GIBSON Appointed: 2019, Occupation: Company Director
  • EDUARD SPRUIT Appointed: 2019
  • EURTRICE HORWOOD (Chair) Appointed: 2017, Occupation: Trustee
  • JOANNA RUTH LEWIS Appointed: 2019, Occupation: Barrister
  • JOHN COLVIN Appointed: 2023, Occupation: General Manager
  • PETER HEYWOOD Appointed: 2013, Occupation: Retired
  • SUSANNAH JEWELL Appointed: 2022, Occupation: General Manager
Legal constitution
  • Charitable company registered in England & Wales on 17/10/2013, number: 1154253
  • Registered at Companies House on 15/07/2013, number: 08609938
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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • 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
10 returns made; AR14: 42 days late,
Main office

Unit 10A
Church Farm Business Park
Corston
BATH
BA2 9AP

Objectives

THE CHARITY'S OBJECTS ARE, FOR THE PUBLIC BENEFIT:-3.1. THE RELIEF OF POVERTY AMONGST HOMELESS AND DESTITUTE PERSONS AND THE RELIEF OF SICKNESS, HARDSHIP AND DISTRESS OF PEOPLE IN NEED IN PARTICULAR (BUT NOT LIMITED TO) THOSE LIVING IN BATH AND THE SURROUNDING AREAS; AND3.2. TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY IN PARTICULAR (BUT NOT LIMITED) TO THOSE LIVING IN BATH AND THE SURROUNDING AREAS.FOR THE PURPOSE OF ARTICLE 3.2 SOCIALLY EXCLUDED MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF ONE OF MORE OF THE FOLLOWING FACTORS: UNEMPLOYMENT; FINANCIAL HARDSHIP; YOUTH OR OLD AGE; ILL HEALTH (PHYSICAL OR MENTAL); SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS; DISCRIMINATION ON THE GROUNDS OF SEX, RACE, DISABILITY, ETHNIC ORIGIN, RELIGION, BELIEF, CREED, SEXUAL ORIENTATION OR GENDER RE-ASSIGNMENT; POOR EDUCATIONAL OR SKILLS ATTAINMENT; RELATIONSHIP AND FAMILY BREAKDOWN; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS; CRIME (EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY).

Defined Area of Benefit:

IN BATH AND THE SURROUNDING AREAS

Data Sources

Charity Commission for England and Wales
360 Giving

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