Finance Score: -4

Governance Score: -4

Support Score: 0

Reasonable growth: +1
Multiple Deficits and declines: -5
No PartB

Only 4 Trustees: -1
All male board: -3

No supporters identified

Overall GiG Score: -8

DUDLEY AND GEOFFREY COX CHARITABLE TRUST

The Trust does not accept funding applications. Instead, the trustees decide of their own motion which charities the Trust will support.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/22	£159	£469	£-310	n/a	n/a	n/a	n/a	n/a
31/12/21	£174	£445	£-271	n/a	n/a	n/a	n/a	n/a
31/12/20	£190	£390	£-200	n/a	n/a	n/a	n/a	n/a
31/12/19	£254	£320	£-65	n/a	n/a	n/a	n/a	n/a
31/12/18	£281	£248	£33	£0	£0	£0	n/a	0
31/12/17	£269	£349	£-80	£0	£0	£0	n/a	0
31/12/16?	£189	£82	£107	£0	£0	£0	n/a	0
05/04/15	£256	£668	£-412	£0	£0	£0	n/a	0
05/04/14	£253	£289	£-35	£0	£0	£0	n/a	0
05/04/13	£246	£286	£-40	£0	£0	£0	n/a	0
05/04/12	£222	£263	£-41	£0	£0	£0	n/a	0
05/04/11	£126	£239	£-113	£0	£0	£0	n/a	0
05/04/10	£170	£265	£-95	£0	£0	£0	n/a	0
05/04/09	£975	£246	£729	£4	£5,255	£5,255	255.9	0
05/04/08	£219	£219	£0	£0	£0	£0	n/a	0
05/04/07	£236	£220	£16	£0	£0	£0	n/a	0
05/04/06	£184	£180	£5	£0	£0	£0	n/a	0
05/04/05	£174	£174	£-1	£0	£0	£0	n/a	0
05/04/04	£152	£163	£-11	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 45 years

http://www.merchant-taylors.co.uk/charities/c

charities@merchant-taylors.co.uk

02074504440

Charity Commission for England and Wales

Listed activities

Armed Forces/Emergency Service Efficiency
Disability
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

IAN WILTON FERRES, Other trusteeship: MOUNT VERNON POST-GRADUATE MEDICAL CENTRE,

JOHN LESLIE WOSNER, Other trusteeships: THE CLASSICS CHARITABLE TRUST, THE INDEPENDENT JEWISH DAY SCHOOL FOUNDATION, MACHZIKE HADATH COMMUNITY,

PETER HOWARD WATKINS Appointed: 2014, Other trusteeships: THE WOGEN ANNIVERSARY TRUST, MERCHANT TAYLORS' EDUCATIONAL TRUST, THE NORLAND FOUNDATION,

PETER MAGILL Appointed: 2015, Other trusteeship: THE MERCHANT TAYLORS' AND CHRISTOPHER BOONE'S ALMHOUSES CHARITY,

Legal constitution

Charity registered in England & Wales on 24/08/1979, number: 277761

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

19 returns made; all on time

Main office

C/o Giles Hutchinson
CHARITIES OFFICER
MERCHANT TAYLORS' COMPANY
30 THREADNEADLE STREET
LONDON
EC2R 8JB

Objectives

FOR CHARITABLE PURPOSES, INCLUDING EMPLOYEES AND FORMER EMPLOYEES BEING IN NECESSITOUS CIRCUMSTANCES, OF COMPANIES FORMING PART OF HAYMILLS GROUP OF COMPANIES. (FOR DETAILS SEE CLAUSES 2 AND 3 OF DEED OF SETTLEMENT.)

Defined Area of Benefit:

NOT DEFINED

Data Sources