DUDLEY AND GEOFFREY COX CHARITABLE TRUST
Latest income
£186k
Latest spending
£414k
Registered
1979
Accounts read
FY2025
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
Reserves policy: not necessary to hold any particular amount in liquid unrestricted and undesignated funds (held: £9.9m)
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: 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).
“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
Per its FY2025 accounts as filed with the Charity Commission.
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?
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 | £278k |