Finance Score: 2

Governance Score: 3

Support Score: 0

Strong growth: +2
No PartB

Gender balanced board: +3

Large volunteer base +5

Overall GiG Score: 10

GERANIUM TRUST

Geranium Trust offers friendship & support to less fortunate & disadvantaged members of society including the elderly, people with Special Educational Needs & those living with loneliness & feeling issolated. We organise regular tea parties, roast dinners, gardening groups, nature walks and wildlife studies. We also run an LGBT plus support group with monthly coffee mornings & Sunday roast dinners

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There has been strong growth in spending over the last 5 years
There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
30/09/23	£14	£5	£9	n/a	n/a	n/a	n/a	n/a	n/a
30/09/22	£5	£3	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/09/21	£2	£1	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/20	£5	£1	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/19	£5	£1	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/18	£3	£1	£2	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Established: 7 years

www.geraniumtrust.org

GeraniumTrust@gmail.com

01935429096

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes

GiG Classification

Provides financial or material assistance

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Dorset, Somerset,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
Somerset Community Foundation - Community gardening project in Stoford for people with mental health problems
£1,800	27/10/2021	Community gardening project in Stoford for people with mental health problems

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ANN TATE Appointed: 2018

ANGIE BEESTON Appointed: 2020

NEIL JONES Appointed: 2018

STEPHEN JOHN KEMP Appointed: 2020

TERENCE JOHN PALFREY (Chair) Appointed: 2018

Legal constitution

Charity registered in England & Wales on 19/01/2018, number: 1176738

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

6 returns made; all on time

Main office

COURT HOUSE
COURT LANE
STOFORD
YEOVIL
BA22 9UA

Objectives

THE RELIEF OF THOSE IN NEED, BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE

Data Sources

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