THE MICHAEL COHEN TRUST

Charity number: 1094275
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity was formed by Sir Ronald Cohen, in memory of his father Michael Cohen. Its purpose is 'The support of Education at Exeter College (University of Oxford)'. The charity is relatively new and has been growing its capital base. However the Trustees have now agreed a formal grant distribution plan and grants are now being made on an annual basis.

Income and expenditure

Data for financial year ending 31 July 2024

Total income: £82,916
Total expenditure: £405,478

People

4 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:
  • Education/training
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Oxfordshire

Governance

Registration history:
  • 22 October 2002: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SIR RONALD COHEN Chair
THE R AND S COHEN FOUNDATION
Received: On time
THE PORTLAND TRUST
Received: On time
THE GLOBAL STEERING GROUP FOR IMPACT INVESTMENT
Received: On time
Dr Andrew Roe Trustee 17 December 2024
None on record
Dr Barnaby Taylor Trustee 12 December 2016
THE RECTOR AND SCHOLARS OF EXETER COLLEGE IN THE UNIVERSITY OF OXFORD
Received: On time
MARK HOUGHTON-BERRY Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £23.68k £14.70k £60.26k £186.04k £82.92k
Total expenditure £392.40k £362.48k £404.13k £363.26k £405.48k
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 31 July 2024 20 January 2025 On Time
Accounts and TAR 31 July 2024 20 January 2025 On Time Download Open in new window
Annual return 31 July 2023 08 January 2024 On Time
Accounts and TAR 31 July 2023 08 January 2024 On Time Download Open in new window
Annual return 31 July 2022 01 March 2023 On Time
Accounts and TAR 31 July 2022 01 March 2023 On Time Download Open in new window
Annual return 31 July 2021 02 March 2022 On Time
Accounts and TAR 31 July 2021 Not Required
Annual return 31 July 2020 01 February 2021 On Time
Accounts and TAR 31 July 2020 Not Required
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 7 MARCH 2001 as amended on 08 Dec 2021

Charitable objects

THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO APPLY THEM FOR THE ADVANCEMENT OF EDUCATION IN SUCH MANNER AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT AT EXETER COLLEGE, OXFORD.

Area of benefit

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

EXETER COLLEGE, OXFORD

Contact information

Address:
EXETER COLLEGE
TURL STREET
OXFORD
OX1 3DP
Phone:
01865279652
Email:
accounts@exeter.ox.ac.uk
Website:

https://www.exeter.ox.ac.uk Open in new window