THE JOHN COATES CHARITABLE TRUST

Registered charity 262057 · accounts filings on the Charity Commission register

Makes distributions mainly to large national charities or small charities which are of personal or local interest to the Trustees.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£299k

Latest spending

£3.9m

Registered

1971

Accounts read

FY2026

Financial health, per its FY2026 accounts

The accounts state that the Trust has sufficient assets to meet its obligations and has prepared the financial statements on a going concern basis. However, the Trust reported a net loss of £4,003,434 for the year, resulting in unrestricted free reserves dropping significantly to £45,000. The Trust relies on an investment portfolio valued at approximately £15.2m to generate income for its grant-making activities.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by PEM Audit Ltd. Discloses 4 of 6 completeness components.

Trustees · trustee networks

Antonia Youngman
CLAIRE PHYLLIDA CARTLEDGE
Elspeth McGregor
Max Olszowski
Rupert Youngman
SUSAN DOWN

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
05/04/2026	£299k	£3.9m
05/04/2025	£334k	£378k
05/04/2024	£325k	£536k
05/04/2023	£333k	£575k
05/04/2022	£368k	£630k

Common questions

Is THE JOHN COATES CHARITABLE TRUST financially healthy?

Per its FY2026 accounts: The accounts state that the Trust has sufficient assets to meet its obligations and has prepared the financial statements on a going concern basis. However, the Trust reported a net loss of £4,003,434 for the year, resulting in unrestricted free reserves dropping significantly to £45,000. The Trust relies on an investment portfolio valued at approximately £15.2m to generate income for its grant-making activities. Its FY2026 accounts were audited by PEM Audit Ltd.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE TOMLINSON FAMILY CHARITABLE TRUST.

THE TOMLINSON FAMILY CHARITABLE TRUST income £284k
BRAMPTON CHARITABLE TRUST income £101k
JOHN ANDREWS CHARITABLE TRUST income £356k
JOAN AINSLIE CHARITABLE TRUST income £278k
THE CONSTANCE TRAVIS CHARITABLE TRUST income £3.3m
S O CHARITABLE TRUST income £149k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE JOHN COATES CHARITABLE TRUST	£299k	—	unclear	—	no doubt
THE TOMLINSON FAMILY CHARITABLE TRUST FY2025	£284k	—	below	—	no doubt
BRAMPTON CHARITABLE TRUST FY2025	£101k	—	unclear	—	no doubt
JOHN ANDREWS CHARITABLE TRUST FY2024	£356k	—	unclear	—	no doubt
JOAN AINSLIE CHARITABLE TRUST FY2025	£278k	—	unclear	—	no doubt
THE CONSTANCE TRAVIS CHARITABLE TRUST FY2025	£3.3m	—	below	0.0%	no doubt

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