THE ROGER AND JEAN JEFCOATE TRUST

Charity number: 1096211
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The trust supports a few carefully selected local, regional and small national healthcare and disability charities for older people in Buckinghamshire and Milton Keynes and adjacent counties, especially charities which promote health and wellbeing through information, advice and practical help like developing or providing special needs technology.

Income and expenditure

Data for financial year ending 30 September 2024

Total income: £362,783
Total expenditure: £306,424

People

6 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:
  • Disability
Who the charity helps:
  • People With Disabilities
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 25 February 2003: Standard registration
Organisation type:
Trust
Other names:
  • DISABILITY AID FUND (Working name)
  • THE DISABILITY AID FUND (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • 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
  • 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
VIVIEN DINNING Chair
None on record
Catharine Margaret Parouty Trustee 11 January 2022
None on record
Kathryn Hobbs Trustee 24 November 2020
None on record
ALISTAIR THOMAS RICHARD WEMYSS Trustee 22 October 2020
DRAYTON PARSLOW VILLAGE HALL
Received: On time
ROGER JEFCOATE CBE DL Trustee
None on record
CAROL WEMYSS Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/10/2020 31/10/2021 31/10/2022 31/10/2023 30/09/2024
Total gross income £248.48k £991.93k £894.26k £428.87k £362.78k
Total expenditure £191.46k £185.91k £194.55k £290.92k £306.42k
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
Income - Donations and legacies N/A £800.00k £550.00k N/A N/A
Income - Other trading activities N/A £0 £0 N/A N/A
Income - Charitable activities N/A £0 £0 N/A N/A
Income - Endowments N/A £0 £0 N/A N/A
Income - Investment N/A £191.82k £216.49k N/A N/A
Income - Other N/A £107 £127.77k N/A N/A
Income - Legacies N/A £0 £0 N/A N/A
Expenditure - Charitable activities N/A £185.91k £194.55k N/A N/A
Expenditure - Raising funds N/A £0 £0 N/A N/A
Expenditure - Governance N/A £9.91k £3.55k N/A N/A
Expenditure - Grants institution N/A £176.00k £191.00k N/A N/A
Expenditure - Investment management N/A £0 £0 N/A N/A
Expenditure - Other N/A £0 £0 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 30 September 2024 04 February 2025 On Time
Accounts and TAR 30 September 2024 04 February 2025 On Time Download Open in new window
Annual return 31 October 2023 19 January 2024 On Time
Accounts and TAR 31 October 2023 19 January 2024 On Time Download Open in new window
Annual return 31 October 2022 13 January 2023 On Time
Accounts and TAR 31 October 2022 13 January 2023 On Time Download Open in new window
Annual return 31 October 2021 10 March 2022 On Time
Accounts and TAR 31 October 2021 10 March 2022 On Time Download Open in new window
Annual return 31 October 2020 14 January 2021 On Time
Accounts and TAR 31 October 2020 14 January 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 27TH OCTOBER 2002 as amended on 22 Oct 2020 as amended on 20 Mar 2025

Charitable objects

2. The objects of the Charity are for the public benefit, to advance such charitable purposes (according to the law of England and Wales) as the Trustees see fit from time to time, in particular through the making of grants and donations

Area of benefit

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

NATIONAL

Contact information

Address:
2 COPSE GATE
WINSLOW
BUCKINGHAM
MK18 3HX
Phone:
01296715466
Email:
No information available
Website:

No information available