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.

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

Latest income
£2.9m
Latest spending
£2.4m
Registered
1975
Accounts read
FY2025

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

Reserves policy: sufficient free reserves to cover major cyclical or emergency works to its Homes (held: £6.4m)
“It is the policy of the Trustee to maintain a level of sufficient free reserves in Sir Robert Geffery's Almshouse Trust to cover major cyclical or emergency works to its Homes.”
Per its FY2025 accounts as filed with the Charity Commission.

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

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

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

Total income
£2.9m
Total spending
£2.4m
Reserves (reported)
£16.3m
Employees
3

Reported reserves equal ~82.4 months of spending — in the top quarter for charities its size (median 4.8 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 (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Northern Ireland · Scotland

Income and spending

Financial year endIncomeSpending
31/03/2025£2.9m£2.4m
31/03/2024£2.7m£2.3m
31/03/2023£2.6m£1.9m
31/03/2022£8.9m£2.1m
31/03/2021£2.2m£2.0m

Common questions

Is SIR ROBERT GEFFERY'S ALMSHOUSE TRUST financially healthy?

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. Its FY2025 accounts were audited by Buzzacott Audit LLP.

Who funds SIR ROBERT GEFFERY'S ALMSHOUSE TRUST?

Funders whose own accounts filings name SIR ROBERT GEFFERY'S ALMSHOUSE TRUST as a grant recipient include SIR ROBERT GEFFERY'S ALMSHOUSE TRUST.

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.

Known funders

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

FunderYearAmountPurpose (as stated by the funder)
SIR ROBERT GEFFERY'S ALMSHOUSE TRUSTFY2022£134kAlmshouses

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE GEORGE GIBSON ALMSHOUSES FOUNDATION TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
SIR ROBERT GEFFERY'S ALMSHOUSE TRUST£2.9m—0unclear—no doubt
THE GEORGE GIBSON ALMSHOUSES FOUNDATION TRUST FY2025£438k——unclear—no doubt
THE ABERFORD ALMSHOUSES FY2025£177k—0above—no doubt
SALISBURY CITY ALMSHOUSE AND WELFARE CHARITIES FY2024£2.5m——unclear—no doubt
GREENWICH CHARITY OF WILLIAM HATCLIFFE AND THE MISSES SMITH FY2025£460k—0unclear—no doubt
THE DRAPERS' ALMSHOUSE CHARITY FY2025£1.6m—0above—no doubt

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