JOFFE CHARITABLE TRUST CIO

Charity number: 1180520
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity makes grants to UK-registered charities and non-profit organisations to reduce poverty and advance human rights in developing countries.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £310,879
Total expenditure: £1,537,819

People

6 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£70k to £80k 1

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
  • The Prevention Or Relief Of Poverty
  • Economic/community Development/employment
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
  • Other Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England
  • South Africa
  • United States

Governance

Registration history:
  • 01 November 2018: CIO registration
  • 08 January 2025: Funds received from 270299 JOFFE CHARITABLE TRUST
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
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
David Simon Matthew Nussbaum Chair 20 May 2022
None on record
Sally Heather Bagwell Trustee 06 June 2025
BIG LEAF FOUNDATION
Received: On time
David Martin Hopkins Trustee 06 June 2025
None on record
Professor Robert Michael Lowther Barrington Trustee 06 June 2025
None on record
Abigail Clare Morphy Deffee Trustee 01 October 2021
None on record
Jameela Julea Raymond Trustee 01 October 2021
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £10.67m £432.26k £231.81k £715.89k £310.88k
Total expenditure £603.30k £1.09m £1.14m £1.36m £1.54m
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 £10.37m N/A N/A £342.10k N/A
Income - Other trading activities £0 N/A N/A £0 N/A
Income - Charitable activities £2.09k N/A N/A £0 N/A
Income - Endowments £0 N/A N/A £0 N/A
Income - Investment £300.21k N/A N/A £373.79k N/A
Income - Other £0 N/A N/A £0 N/A
Income - Legacies £0 N/A N/A £0 N/A
Expenditure - Charitable activities £550.69k N/A N/A £1.27m N/A
Expenditure - Raising funds £52.61k N/A N/A £88.55k N/A
Expenditure - Governance £24.59k N/A N/A £44.24k N/A
Expenditure - Grants institution £452.62k N/A N/A £1.06m N/A
Expenditure - Investment management £52.61k N/A N/A £88.55k N/A
Expenditure - Other £0 N/A N/A £0 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 December 2023 15 September 2024 On time
Accounts and TAR 31 December 2023 15 September 2024 On time Download Open in new window
Annual return 31 December 2022 20 September 2024 325 days late
Accounts and TAR 31 December 2022 16 October 2023 On time Download Open in new window
Annual return 31 December 2021 15 October 2022 On time
Accounts and TAR 31 December 2021 15 October 2022 On time Download Open in new window
Annual return 31 December 2020 21 October 2021 On time
Accounts and TAR 31 December 2020 21 October 2021 On time Download Open in new window
Annual return 31 December 2019 17 August 2020 On time
Accounts and TAR 31 December 2019 17 August 2020 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.

CIO - FOUNDATION Registered 01 Nov 2018

Charitable objects

THE OBJECTS OF THE CHARITY ARE TO ADVANCE SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Contact information

Address:
Sayer Vincent Llp
110 Golden Lane
LONDON
EC1Y 0TG
Phone:
020 7841 6360
Email:
info@joffetrust.org
Website:

https://joffetrust.org Open in new window