Finance Score: -5
Governance Score: -2
Support Score: 0
  • Multiple Deficits and declines: -5
  • No PartB
  • No conflicts policy: -1
  • Only 4 Trustees: -1
  • No supporters identified
Overall GiG Score: -7 ?

THE GEORGE PERKINS CHARITABLE TRUST

Relief among the elderly and needy and the advancement of Education
Analysis by Giving is Great

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • There are only 4 trustees

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Income has been volatile and on several occasions in recent years less than spending

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£3£70£-67n/an/an/an/an/an/a
31/03/23£0£83£-83n/an/an/an/an/an/a
31/03/22£6£58£-52n/an/an/an/an/an/a
31/03/21£3£83£-80n/an/an/an/an/an/a
31/03/20?£0£52£-52n/an/an/an/an/an/a
31/03/18*£16£30£-14n/an/an/an/an/an/a
31/03/17£22£20£2n/an/an/an/an/an/a
31/03/16£19£23£-4n/an/an/an/an/an/a
31/03/15£21£22£-1n/an/an/an/an/an/a
31/03/14£18£14£4n/an/an/an/an/an/a
31/03/13£18£8£10n/an/an/an/an/an/a
31/03/12£18£20£-2n/an/an/an/an/an/a
05/04/11*£329£338£-9n/an/an/an/an/an/a
05/04/10£293£275£18n/an/an/an/an/an/a
05/04/09£22£28£-6n/an/an/an/an/an/a
05/04/08£45£27£18n/an/an/an/an/an/a
05/04/07£263£237£26n/an/an/an/an/an/a
05/04/06£45£52£-7n/an/an/an/an/an/a
05/04/05£38£43£-4n/an/an/an/an/an/a
05/04/04£192£227£-35n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 57 years

info@gerardsomers.co.uk

01827712005

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Grant-making foundations
How it operates
  • Makes grants to organisations
Where it operates
  • Birmingham City, Solihull, Warwickshire,
Who it helps
  • Children/Young People
  • Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)
Current Trustees appointed

  • DAVID LISSAMAN
  • GERARD SOMERS Appointed: 2000
  • GREG COX Appointed: 2013
  • KULBINDER CHOHAN Appointed: 2018
Legal constitution
  • Charity registered in England & Wales on 05/03/1968, number: 255244
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
There are no Policies registered with the Charities Commission
Filing Record
20 returns made; AR18: 84 days late, AR11: 34 days late,
Main office

C/O 24 Simmonds Way
Atherstone
CV9 3AX

Objectives

FOR THE BENEFIT OF THE ELDERLY AND NEEDY IN ANY WAY OTHER THAN FINANCIAL AND TO PROVIDE MATERIALS, EQUIPMENT, TRANSPORT AND IF NECESSARY HEADQUARTERS AND TO PROVIDE TRAINING FACILITIES FOR YOUNG PEOPLE IN THE CITY OF BIRMINGHAM.

Defined Area of Benefit:

BIRMINGHAM C.B.

Data Sources

Charity Commission for England and Wales

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