SIR ROBERT GEFFERY'S ALMSHOUSE TRUST

Registered charity 219153 · accounts filings on the Charity Commission register · also known as SIR ROBERT GEFFERY'S HOMES, SIR ROBERT GEFFERY'S HOMES TRUST, SIR ROBERT GEFFERY'S TRUST, SIR ROBERT GEFFREY'S ALMSHOUSE TRUST

Provides housing and related support to elderly people through two sheltered housing schemes in Hampshire. Makes grants to organisations providing educational activities for children and young people up to the age of 25 from disadvantaged backgrounds and to promote iron-related educational and heritage activities.

Objects

FOR THE BENEFIT OF THE RESIDENTS AND FORMER RESIDENTS IN THE ALMSHOUSES AND HOMES OF THE CHARITY OR ANY OF THEM IN SUCH MANNER AS THE TRUSTEES THINK FIT FROM TIME TO TIME. THE RESIDENTS SHALL BE PERSONS OF LIMITED MEANS OF GOOD CHARACTER WHO ARE WHOLLY OR IN PART UNABLE TO MAINTAIN THEMSELVES BY THEIR OWN EXERTIONS: PREFERENCE SHALL BE GIVEN TO FREEMEN OF IRONMONGERS' COMPANY THEIR WIDOWS AND DEPENDENTS.

Area of benefit: NOT DEFINED.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Prevention Or Relief Of Poverty · Accommodation/housing · Arts/culture/heritage/science · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: City of London, London, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that total income for the year was £2,937,458, resulting in a net income of £1,622,184 after charitable expenditure of £2,367,066. Per the trustees' report, free reserves stood at £6,355,089, which the Trustee considers sufficient to cover major works and maintain operations. The auditor confirmed the use of the going concern basis with no material uncertainties identified.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Buzzacott Audit LLP. Discloses 5 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Homes England; Ofsted (Office For Standards In Education). This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• 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
• 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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Public profiles (found on the charity’s own website): instagram · linkedin

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~82.4 months of spending — in the top quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Investments (80% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.3%) (benchmarks).

Trustees · trustee networks

• THE IRONMONGERS' TRUST COMPANY · trustee of 1 other charity

Trustee list from the Charity Commission register (current, not historical).

Operates in: Northern Ireland · Scotland

Income and spending

Common questions

Shared trustees with funders

Register facts shown side by side: a person serves as trustee of both this charity and a funder whose accounts record grants to it. Shared trusteeship is lawful and common; well-run charities manage it through declared-interest procedures.

• THE IRONMONGERS' TRUST COMPANY — trustee here and at SIR ROBERT GEFFERY'S ALMSHOUSE TRUST

Known funders

Grants to this charity found in funders’ own accounts filings.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with FOTHERBY ALMSHOUSE CHARITIES.

• FOTHERBY ALMSHOUSE CHARITIES income £31k
• JAMES SMITH'S ALMSHOUSE CHARITY income £88k
• FFARINGTONS ALMSHOUSE TRUST income £44k
• ASHBOURNE ALMSHOUSE CHARITY income £294k
• JOSEPH AND ELEANOR GUNSON ALMSHOUSE TRUST income £55k
• THE DAUBENY ALMSHOUSE CHARITY income £36k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.