Finance Score: 0

Governance Score: -2

Support Score: 0

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

Only 3 Trustees: -2
Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

THE GEOFFREY AND PAULINE MARTIN TRUST

The Geoffrey and Pauline Martin Trust's objects are to apply funds held to promote charitable purposes in any part of the world. Specifically, the Charitable Trusts focus will be supporting charities in the following areas: medical conditions including cancer, arthritis, asthma, kidney diseases and those attributable to ageing. The Charitable Trust will also focus on animals, in particular cats.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending since inception

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are only 3 trustees
The Board composition appears to be rather static

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £10,561,281 available, equivalent to 386 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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/06/23	£716	£328	£388	£0	£10,561	£10,561	386.3	0
30/06/22	£5,318	£111	£5,207	£0	£10,000	£10,000	1082.3	0
30/06/21	£118	£130	£-12	n/a	n/a	n/a	n/a	n/a
30/06/20	£130	£147	£-17	n/a	n/a	n/a	n/a	n/a
30/06/19	£5,075	£131	£4,945	£0	£5,156	£5,156	474.1	0

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Financial Ratios

Fundraising Costs/Relevant Income: 14.2%
Fundraising Costs/Total Spending: 20.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 386.3 months
Net Current Assets/Spending: 19 months
Quick Ratio: 31.5

Asset Split ?

Established: 6 years

01512431214

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Medical education & research

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

PHILIP JAMES BARKS Appointed: 2017

JANE LOUISE FAGAN Appointed: 2017, Other trusteeships: GREGSON MEMORIAL ANNUITIES, THE RED ROSE CHARITABLE TRUST,

TONY BAYLISS Appointed: 2017, Other trusteeships: THE MAUD BEATTIE MURCHIE CHARITABLE TRUST, THE RIMMER MEMORIAL CHARITABLE TRUST, NML FOUNDATION,

Legal constitution

Charity registered in England & Wales on 29/12/2017, number: 1176463

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

5 returns made; all on time

Main office

CASTLE CHAMBERS
43 CASTLE STREET
LIVERPOOL
L2 9TL
L2 9TL

Objectives

TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME.

Data Sources