THE ROGER AND JEAN JEFCOATE TRUST

Registered charity 1096211 · accounts filings on the Charity Commission register · also known as DISABILITY AID FUND, THE DISABILITY AID FUND

The trust supports a few carefully selected local, regional and small national healthcare and disability charities for older people in Buckinghamshire and Milton Keynes and adjacent counties, especially charities which promote health and wellbeing through information, advice and practical help like developing or providing special needs technology.

Causes: Disability · Grant history (this charity is a funder) · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £7,270,605, an increase from the previous year's £6,734,018. The charity reported a net income of £536,587, driven primarily by investment income of £350,866, while charitable expenditure on grants totaled £283,100. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

Accounts audited by Collett Hulance Accountants Limited. Discloses 3 of 6 completeness components.

Structured financials (annual return, FY ending 31/10/2022)

Per its annual return, largest income source: Donations and legacies (62% 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 (2.9%) (benchmarks).

Trustees · trustee networks

• VIVIEN DINNINGchair
• ALISTAIR THOMAS RICHARD WEMYSS · trustee of 1 other charity
• CAROL WEMYSS
• Catharine Margaret Parouty
• Kathryn Hobbs
• ROGER JEFCOATE CBE DL

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

Operates in: Throughout England And Wales

Income and spending

Common questions

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 JEPHCOTT CHARITABLE TRUST.

• THE JEPHCOTT CHARITABLE TRUST income £2.7m
• THE JG CHARITABLE TRUST income £173k
• THE ROAN CHARITABLE TRUST income £192k
• SIR ROBERT GEFFERY'S ALMSHOUSE TRUST income £2.9m
• C A ROOKES CHARITABLE TRUST income £197k
• THE JOSEPH ROWNTREE CHARITABLE TRUST income £3.5m

Side by side with its peers

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