DUDLEY AND GEOFFREY COX CHARITABLE TRUST
The Trust does not accept funding applications. Instead, the trustees decide of their own motion which charities the Trust will support.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds totalled £9,928,435 at year-end, with the investment portfolio valued at £9,947,662. The charity reported net current liabilities of £19,227, a slight increase from the previous year, while unrestricted funds increased by £47,084 during the period.
What the accounts disclose
“Against that background, the Trustees consider that it is not necessary to hold any particular amount in liquid unrestricted and undesignated funds. At year end, the Charity was compliant with this policy holding only a minimal amount of cash in bank.” — page 6
“Bradestrete Services Limited, a connected party, charged for administration, establishment and management expenses during the year on behalf of this Charity amounting to £8,570 (2024 : £8,787). Some of the Trustees may be connected to one or more of the organisations that received grants during the year. However, as all grants are approved on a majority basis and pursuant to a declaration and conflict of interest policy, the Trustees do not believe that such connections impact on the grant making process. Three of the Trustees are members of the Merchant Taylors' Company, which administers this Charity.” — page 17
Year-over-year changes
- Reserves position vs the charity's own policy moved from "within" (FY2024) to "above" (FY2025).
Trustees
- IAN WILTON FERRES
- JOHN LESLIE WOSNER
- MARTIN GRAHAM BLAKE
- PETER HOWARD WATKINS
- Peter Magill
- Timothy John Graham
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £186k | £414k |
| 31/12/2024 | £224k | £421k |
| 31/12/2023 | £200k | £776k |
| 31/12/2022 | £159k | £469k |
| 31/12/2021 | £174k | £445k |
Common questions
Is DUDLEY AND GEOFFREY COX CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds totalled £9,928,435 at year-end, with the investment portfolio valued at £9,947,662. The charity reported net current liabilities of £19,227, a slight increase from the previous year, while unrestricted funds increased by £47,084 during the period. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| FILEY FOUNDATION LTD | 1 | £330k |
Charities like this
- THE TRAVERS COX CHARITABLE FOUNDATION
- THE DECOY TRUST
- COLEFAX CHARITABLE TRUST
- THE COYSH FAMILY CHARITABLE TRUST
- THE SIR WILLIAM COXEN TRUST FUND
- FOUX FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| DUDLEY AND GEOFFREY COX CHARITABLE TRUST | £186k | — | 0 | above | — | no doubt |
| THE TRAVERS COX CHARITABLE FOUNDATION | £172k | — | 0 | above | — | no doubt |
| THE DECOY TRUST | £98k | — | 0 | below | — | noted |
| COLEFAX CHARITABLE TRUST | £464k | — | 0 | unclear | — | no doubt |
| THE COYSH FAMILY CHARITABLE TRUST | £100k | — | 0 | unclear | — | no doubt |
| THE SIR WILLIAM COXEN TRUST FUND | £125k | — | 0 | unclear | — | no doubt |