THE ROGER AND JEAN JEFCOATE TRUST
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.
What the accounts disclose
Structured financials (annual return, FY ending 31/10/2022)
Trustees
- VIVIEN DINNINGchair
- ALISTAIR THOMAS RICHARD WEMYSS
- CAROL WEMYSS
- Catharine Margaret Parouty
- Kathryn Hobbs
- ROGER JEFCOATE CBE DL
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £351k | £334k |
| 30/09/2024 | £363k | £306k |
| 31/10/2023 | £429k | £291k |
| 31/10/2022 | £894k | £195k |
| 31/10/2021 | £992k | £186k |
Common questions
Is THE ROGER AND JEAN JEFCOATE TRUST financially healthy?
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. Its FY2025 accounts were audited by Collett Hulance Accountants Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SIR ROBERT GEFFERY'S ALMSHOUSE TRUST | 1 | £134k |
| Rights and Security International | 1 | £67k |
| C E K STERN CHARITABLE TRUST | 1 | £35k |