ROBERT AND FELICITY WALEY-COHEN CHARITABLE TRUST

Charity number: 272126
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trust is concentrating resources on supporting young people with mental health challenges in the Banbury, Oxfordshire area including Warwickshire and South Northamptonshire while continuing to support the Oxford Children?s Hospital and those arts organisations which the Trustees have supported for many years. There are unlikely to be resources available for new applicants in the near future.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £250,975
Total expenditure: £314,382

People

1 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Religious Activities
  • Arts/culture/heritage/science
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 05 November 1976: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investment
  • Risk management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

1 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
THE HON MRS FELICITY ANN WALEY-COHEN Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £294.18k £199.58k £306.66k £355.60k £250.98k
Total expenditure £219.37k £242.82k £286.38k £285.49k £314.38k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2024 29 January 2025 On Time
Accounts and TAR 05 April 2024 29 January 2025 On Time Download Open in new window
Annual return 05 April 2023 16 December 2024 315 days late
Accounts and TAR 05 April 2023 16 December 2024 315 days late Download Open in new window
Annual return 05 April 2022 25 May 2023 109 days late
Accounts and TAR 05 April 2022 25 May 2023 109 days late Download Open in new window
Annual return 05 April 2021 01 February 2022 On Time
Accounts and TAR 05 April 2021 01 February 2022 On Time Download Open in new window
Annual return 05 April 2020 05 February 2021 On Time
Accounts and TAR 05 April 2020 05 February 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 9TH SEPTEMBER 1976

Charitable objects

TO SUCH CHARITABLE FOUNDATIONS AND FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
27 South Terrace
LONDON
SW7 2TB
Phone:
02075816710
Email:
jeg@Uptonviva.com
Website:

No information available