THE LORD COZENS-HARDY TRUST
Main focus: charities in the East of England, and most particularly Norfolk, or national charities undertaking projects in the region. Medical and educational causes. The Trustees meet annually in January to consider donations. Preference, therefore, is for applications to be made between October and December so that projects or activities are still current when considered in January.
Financial health, per its FY2025 accounts
The accounts state that total unrestricted funds decreased to £3,235,531 from £3,448,153 in the prior year, driven by a net loss on investments of £212,622. The trustees confirm that all funds are unrestricted and that the charity is well placed to continue operational existence for the foreseeable future. Reserves held as net current assets amounted to £28,997, which the trustees regard as sufficient to meet one year's anticipated running costs.
What the accounts disclose
“the Trustees retain sufficient reserves in the form of net current assets to meet one year's anticipated running costs and any emergency grant applications.” — page 4
“The Trust incurred legal fees of £3,592 (2024 - £3,420) to Mills & Reeve LLP, a firm in which Mr Justin Jolyon Peter Ripman, a trustee, was a partner and is now an employed consultant. At the end of the year £3,592 was owing to Mills & Reeve LLP (2024 - £3,420). This amount is included within creditors in note 7 to the financial statements.” — page 16
Trustees
- JOHN EDWARD VANDELEUR PHELPS
- LINDA FRANCES PHELPS LTCL
- benjamin francis vandeleur phelps
- justin ripman
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £62k | £126k |
| 05/04/2024 | £74k | £123k |
| 05/04/2023 | £63k | £119k |
| 05/04/2022 | £60k | £125k |
| 05/04/2021 | £76k | £119k |
Common questions
Is THE LORD COZENS-HARDY TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total unrestricted funds decreased to £3,235,531 from £3,448,153 in the prior year, driven by a net loss on investments of £212,622. The trustees confirm that all funds are unrestricted and that the charity is well placed to continue operational existence for the foreseeable future. Reserves held as net current assets amounted to £28,997, which the trustees regard as sufficient to meet one year's anticipated running costs. Its FY2025 accounts were independently examined.