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.

Objects

TO PAY OR APPLY THE CAPITAL AND INCOME OF THE TRUST TO OR FOR SUCH CHARITABLE PURPOSES AT SUCH TIME OR TIMES AND IN SUCH PROPORTION AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.

Area of benefit: NOT DEFINED

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 · 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

Registered contact address: Cotswold, South West, England (from the postcode on the register)

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.

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
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• 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.

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

Common questions

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

• THE J J CHARITABLE TRUST income £842k
• THE JOHN SCOTT CHARITABLE TRUST income £214k
• THE J P JACOBS CHARITABLE TRUST income £51k
• THE MOETTE CHARITABLE TRUST income £60k
• JOHN ACKROYD CHARITABLE TRUST income £29k
• J AND M BRITTON CHARITABLE TRUST income £77k

Side by side with its peers

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