Finance Score: 0

Governance Score: 9

Support Score: 9

Strong growth: +2
Deficit latest year: -2
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +6

Overall GiG Score: 18

THE MARMALADE TRUST

We help raise awareness of loneliness and take action to alleviate loneliness for individuals who are experiencing loneliness.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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 was lower than spending in the latest year

Established: 7 years

https://marmaladetrust.org

info@marmaladetrust.org

07566244788

Charity Commission for England and Wales

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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	Volun- teers
31/03/23		£154	£175	£-21	n/a	n/a	n/a	n/a	n/a	150
31/03/22		£145	£137	£8	n/a	n/a	n/a	n/a	n/a	300
31/03/21		£156	£88	£68	n/a	n/a	n/a	n/a	n/a	300
31/03/20		£129	£103	£26	n/a	n/a	n/a	n/a	n/a	150
31/03/19		£96	£99	£-3	n/a	n/a	n/a	n/a	n/a	200
31/03/18	*	£78	£58	£20	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

How it operates

Other charitable activities

Where it operates

Bath And North East Somerset, Bristol City, North Somerset, South Gloucestershire,

Who works here?

Unknown number of employees
150 volunteers

Who's supporting 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

Quartet Community Foundation	£40,700
The Fore	£14,904
National Lottery Community Fund	£9,968

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Marmalade Trust
£500	23/05/2023	As directed by the donor towards the Marmalade Trust's work raising awareness of loneliness and empowering people to make connections.
National Lottery Community Fund - Marmalade Companions
£9,968	13/01/2023	The funding will be used towards a volunteer coordinator and running costs which will enable the organisation to recruit and train 120 volunteers to act as Marmalade Companions who will create ....more The funding will be used towards a volunteer coordinator and running costs which will enable the organisation to recruit and train 120 volunteers to act as Marmalade Companions who will create friendships with people who are isolated including older people and those with disabilities. The project aims to increase the confidence of people experiencing isolation reduce loneliness and improve wellbeing.
Quartet Community Foundation - Grant to Marmalade Trust
£250	24/02/2022	As requested by the donor towards work tackling loneliness. "Marmalade Trust is the UK’s leading loneliness charity for all ages and the only charity in the world specifically dedicated to ....more As requested by the donor towards work tackling loneliness. "Marmalade Trust is the UK’s leading loneliness charity for all ages and the only charity in the world specifically dedicated to raising awareness of loneliness. We are a small charity with a big mission – and the momentum is growing."
Quartet Community Foundation - Marmalade Trust: Building resilience
£39,950	17/02/2021 24	For design and strategy development work that aims to provide a sustainable platform for the group to deliver its mission and spearhead a city-wide effort to tackle loneliness.
The Fore - Grant to Marmalade Trust
£14,904	01/12/2020 36	It is estimated that 9 million people in the UK suffer from loneliness. Marmalade Trust is a registered charity that tackles loneliness at a national level through its Loneliness Awareness Week and ....more It is estimated that 9 million people in the UK suffer from loneliness. Marmalade Trust is a registered charity that tackles loneliness at a national level through its Loneliness Awareness Week and locally in the Bristol region with its Winter Companion programme. The Winter Companion Programme uses volunteers to support over 150 elderly people who are spending winter alone, and messaging during the Loneliness Awareness Week reached over 270 million people in 2020. Despite this impact, Marmalade Trust only has one full-time staff member. The organisation is using funding from The Fore to build its staff team and invest in a CRM system, freeing up the organisation's leadership to focus on seizing new opportunities for growth.
DCMS - Building Connections Fund
£10,016	01/04/2019	Expansion project based in Bristol, South Gloucestershire, Bath and North East Somerset, Wiltshire, North and South Somerset in the South West, delivering a befriending service with volunteers. In ....more Expansion project based in Bristol, South Gloucestershire, Bath and North East Somerset, Wiltshire, North and South Somerset in the South West, delivering a befriending service with volunteers. In addition, they have a loneliness helpline that extends their service and reach where and when it is needed. The project has a clear budget and sustainability plan. The organisation launched the UK's first loneliness awareness week in 2017 reaching almost 1 million people.
DCMS - Building Connections Fund
£10,016	02/01/2019	Expansion project based in Bristol, South Gloucestershire, Bath and North East Somerset, Wiltshire, North and South Somerset in the South West, delivering a befriending service with volunteers. In ....more Expansion project based in Bristol, South Gloucestershire, Bath and North East Somerset, Wiltshire, North and South Somerset in the South West, delivering a befriending service with volunteers. In addition, they have a loneliness helpline that extends their service and reach where and when it is needed. The project has a clear budget and sustainability plan. The organisation launched the UK's first loneliness awareness week in 2017 reaching almost 1 million people.
National Lottery Community Fund - Marmalade Helpline
£12,113	26/11/2018 36	Marmalade Helpline
National Lottery Community Fund - Marmalade Buddies - providing a path of re-engagement for people who a
£9,980	08/11/2017 12	The group will use the funding to train volunteers who will then be better equipped with skills to tackle issues of loneliness in the community. The project aims to help reduce social isolation, ....more The group will use the funding to train volunteers who will then be better equipped with skills to tackle issues of loneliness in the community. The project aims to help reduce social isolation, particularly amongst older people.

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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: 29-49

HARRIET GOODWIN Appointed: 2022, Occupation: Senior Investment Consultant

KATE ANNABELLE LEWIS Appointed: 2024, Occupation: Senior Communications Business Partner

LEAH MARIE CLEAVER Appointed: 2022, Occupation: Financial Reporting Manager

MATTHEW IAN LOVAT Appointed: 2022, Occupation: Healthcare Strategy Consultant

OLIVER JAMES REID Appointed: 2022, Occupation: Chief Executive

RICHARD FREDERICK HUGHES Appointed: 2022, Occupation: Deputy Executive Nurse Director

SAMUEL JAMES WHATLEY Appointed: 2020, Occupation: Accountant

Legal constitution

Charitable company registered in England & Wales on 10/08/2017, number: 1174217
Registered at Companies House on 24/07/2017, number: 10879370

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
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

6 returns made; AR18: 1 days late,

Main office

St. Pauls Learning Centre
94 Grosvenor Road
BRISTOL
BS2 8XJ

Objectives

2.1 THE CHARITABLE PURPOSES OF THE CHARITY ARE THE ADVANCEMENT OF HEALTH AND THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE, ESPECIALLY THOSE IN NEED OR AT RISK BECAUSE OF LONELINESS AND SOCIAL ISOLATION, BY SUCH CHARITABLE MEANS AS THE TRUSTEES THINK FIT.

Data Sources