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The Cobalt Trust

The Trustees shall hold the Trust Fund and the income thereof upon Trust to pay or apply the income and all or such part or parts of the capital of the Trust Fund as the Trustees shall think fit for:(i) The relief of poverty (ii) The advancement of education (iii) The advancement of religion and/or (iv) Such other charitable purposes anywhere in the world as the Trustees may determine

Activities & Mission

The Trustees shall hold the Trust Fund and the income thereof upon Trust to pay or apply the income and all or such part or parts of the capital of the Trust Fund as the Trustees shall think fit for:(i) The relief of poverty (ii) The advancement of education (iii) The advancement of religion and/or (iv) Such other charitable purposes anywhere in the world as the Trustees may determine

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£653,625
Latest Expenditure
£784,317

Financial Efficiency

Program Ratio 119.8%
% of income going directly to charitable activities

Higher than 92% of UK Social welfare charities with income £100K to £1M (sample: 1815). How is this calculated?

Overall Efficiency 99.9%
% of expenditure going to programs (vs overhead)

Higher than 62% of UK Social welfare charities with income £100K to £1M. How is this calculated?

Administrative Ratio 0.0%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 82% of UK Social welfare charities with income £100K to £1M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £650,000
Charitable Activities £0
Other Trading £0
Investments £3,625
Other Income £0

Expenditure Categories

Charitable Expenditure £783,222
Raising Funds £0
Governance £0
Grants to Institutions £783,222
Other Expenditure £1,095

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£653,625
£784,317£783,222£151,944£00 / 0
2024
£676,517
£716,647£716,264£287,874£287,8740 / 0
2023
£377,852
£475,1360 / 0
2022
£332,612
£445,4910 / 0
2021
£762,199
£485,782£485,260£519,204£00 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The Cobalt Trust

What does The Cobalt Trust do?

The Trustees shall hold the Trust Fund and the income thereof upon Trust to pay or apply the income and all or such part or parts of the capital of the Trust Fund as the Trustees shall think fit for:(i) The relief of poverty (ii) The advancement of education (iii) The advancement of religion and/or (iv) Such other charitable purposes anywhere in the world as the Trustees may determine

How much income did The Cobalt Trust report in 2025?

The Cobalt Trust reported total income of £654k and reported expenditure of £784k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

How efficient is The Cobalt Trust?

The Cobalt Trust has a program ratio of 119.8%, meaning that share of its income goes directly to charitable activities. This is higher than 92% of UK Social welfare charities with income £100K to £1M (sample of 1815 charities). See our methodology for how this is calculated.

When was The Cobalt Trust registered as a charity?

The Cobalt Trust was registered with the Charity Commission for England and Wales on 4 March 2003 as charity number 1096342. It has been registered for 23 years.

Who runs The Cobalt Trust?

The Cobalt Trust is governed by a board of 2 trustees. The chair of trustees is STEPHEN JOHN RODGERS DAWSON. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Cobalt Trust operate?

The Cobalt Trust operates in England And Wales, as recorded in its Charity Commission filing.

Is The Cobalt Trust a registered charity?

Yes — The Cobalt Trust is a registered charity in England and Wales, charity number 1096342.

Details

Address
HILLSIDE FARM
CHURCH LANE
FRESHFORD
BATH
BA2 7WD
Registration Date
4 March 2003
Status
Registered

Registry Information

Organisation Number
3996614
Charity Number
1096342

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Trustees

STEPHEN JOHN RODGERS DAWSON Chair
Also governs 1 other charity
BRIGITTE DAWSON

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
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