THE JEPHCOTT CHARITABLE TRUST
Financial health, per its FY2024 accounts
The accounts state that the charity's unrestricted funds increased to £8,767,505, driven by a total investment return of £795,329 which included significant unrealised gains. The charity reported a net income of £741,037 after expending £151,660 on charitable activities, governance, and support costs, with no fundraising costs incurred as it does not raise funds from the public.
What the accounts disclose
“It is the trust's policy to maintain the real value of its investment funds over the long-term.” — page 6
Leadership, per the charity’s website
- Mr Mark Jephcott — Chairman
- Mr Keith Morgan CBE — Deputy Chairman
Structured financials (annual return, FY ending 30/06/2025)
Trustees
- MARK LANWER JEPHCOTTchair
- Christopher Welbourne Hazeldine Parker
- Corneilia Jannette van Drimmelen
- Dr Joanna Elizabeth Withers
- James Lanwer John Parker
- KEITH CHARLES WILLIAM MORGAN CBE
- Sarah Kate Gilchrist Willows
- Stephen Lamdin
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £2.7m | £254k |
| 30/06/2024 | £97k | £152k |
| 30/06/2023 | £64k | £180k |
| 30/06/2022 | £47k | £176k |
| 30/06/2021 | £41k | £180k |
Common questions
Is THE JEPHCOTT CHARITABLE TRUST financially healthy?
The accounts state that the charity's unrestricted funds increased to £8,767,505, driven by a total investment return of £795,329 which included significant unrealised gains. The charity reported a net income of £741,037 after expending £151,660 on charitable activities, governance, and support costs, with no fundraising costs incurred as it does not raise funds from the public. Its FY2024 accounts were independently examined.