THE JOHN COATES CHARITABLE TRUST
Financial health, per its FY2025 accounts
The accounts state that the Trust holds total funds of £16,892,057, comprising an expendable endowment of £16,705,842 and unrestricted free reserves of £186,215. The Trustees report that these free reserves are within their stated target reserves policy. The Trust has no paid staff and generates income primarily from its investment portfolio, which had a total gain of £324,337 in the year.
What the accounts disclose
“During the prior year a grant of £5,000 (2023 - £Nil) was given to Chance to Shine Foundation Ltd, a charity whose Trustees include a spouse of one of the John Coates Charitable Trust's Trustees.” — page 28
Year-over-year changes
- Reserves position vs the charity's own policy moved from "below" (FY2024) to "within" (FY2025).
Trustees
- Antonia Youngman
- CLAIRE PHYLLIDA CARTLEDGE
- Elspeth McGregor
- Max Olszowski
- Rupert Youngman
- SUSAN DOWN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £334k | £378k |
| 05/04/2024 | £325k | £536k |
| 05/04/2023 | £333k | £575k |
| 05/04/2022 | £368k | £630k |
| 05/04/2021 | £431k | £604k |
Common questions
Is THE JOHN COATES CHARITABLE TRUST financially healthy?
The accounts state that the Trust holds total funds of £16,892,057, comprising an expendable endowment of £16,705,842 and unrestricted free reserves of £186,215. The Trustees report that these free reserves are within their stated target reserves policy. The Trust has no paid staff and generates income primarily from its investment portfolio, which had a total gain of £324,337 in the year. Its FY2025 accounts were audited by PEM Audit Ltd.