JOFFE CHARITABLE TRUST CIO

Registered charity 1180520 · accounts filings on the Charity Commission register

The charity makes grants to UK-registered charities and non-profit organisations to reduce poverty and advance human rights in developing countries.

Objects

THE OBJECTS OF THE CHARITY ARE TO ADVANCE SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

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 · The Prevention Or Relief Of Poverty · Economic/community Development/employment · Human Rights/religious Or Racial Harmony/equality Or Diversity · Other Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

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

Financial health, per its FY2025 accounts

The Joffe Charitable Trust CIO is actively spending down its resources with a planned closure around 2030, reducing total assets from £7.4m to £7.3m during the year. The charity holds unrestricted reserves of £6,966,570 and maintains sufficient liquid resources to meet liabilities and grant payments, with no material uncertainties regarding its going concern status. Financial health is supported by investment returns and a major grant from The Open Society Foundations, despite a net expenditure for the year.

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

What the accounts disclose

Accounts audited by Sayer Vincent LLP. Discloses 4 of 6 completeness components.

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.

• Complaints policy and procedures
• Conflicting interests
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• 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.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/12/2022 (received 20/09/2024, 325 days after the 31/10/2023 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Leadership, per the charity’s website

• David Nussbaum — Chair (source)
• Alex Jacobs — Director (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Structured financials (annual return, FY ending 31/12/2025)

Reported reserves equal ~29.6 months of spending — in the top quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (93% 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: 1.8% of total income — below the median for charities its size (5.3%) (benchmarks).

Register events

• Received assets from another charity (08/01/2025) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• David Simon Matthew Nussbaumchair · trustee of 1 other charity
• Abigail Clare Morphy Deffee
• David Martin Hopkins
• Professor Robert Michael Lowther Barrington
• Sally Heather Bagwell · trustee of 1 other charity

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

Operates in: South Africa · Throughout England

Income and spending

Common questions

Known funders

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

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 JFH CHARITABLE TRUST.

• THE JFH CHARITABLE TRUST income £90k
• THE JAKE MEMORIAL CHARITABLE TRUST income £76k
• THE F W TRUST LTD income £79k
• THE JOHN BROWNE CHARITABLE TRUST income £349k
• THE J P JACOBS CHARITABLE TRUST income £51k
• JAMES COWPER KRESTON FOUNDATION 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.