the roger and jean jefcoate trust

Activities & Mission

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.

Fundraising

See where The Roger And Jean Jefcoate Trust is active and find local fundraising opportunities.

Region

England And Wales

Financial Information

Latest Income

£362,783

Latest Expenditure

£306,424

Financial Efficiency

Program Ratio 21.8%

% of income going directly to charitable activities

Overall Efficiency 100.0%

% of expenditure going to programs (vs overhead)

Administrative Ratio 1.8%

Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £550,000

Charitable Activities £0

Other Trading £0

Investments £216,493

Other Income £127,768

Expenditure Categories

Charitable Expenditure £194,547

Raising Funds £0

Governance £3,547

Grants to Institutions £191,000

Other Expenditure £0

Financial Trend

Annual Returns

Financial Year	Income	Expenditure	Charitable Spending	Net Assets	Reserves	Staff
2024	£362,783	£306,424				0 / 0
2023	£428,867	£290,916				0 / 0
2022	£894,261	£194,547	£194,547	£5,879,298	£5,879,298	0 / 0
2021	£991,929	£185,914	£185,914	£5,658,042	£5,658,042	0 / 0
2020	£248,477	£191,460				0 / 0

Staff column shows: Employees / Volunteers

Details

Address

2 COPSE GATE
WINSLOW
BUCKINGHAM
MK18 3HX

Registration Date

25 February 2003

Status

Registered

Registry Information

Organisation Number

3996396

Charity Number

1096211

Trustees

VIVIEN DINNING

ROGER JEFCOATE CBE DL

CAROL WEMYSS

ALISTAIR THOMAS RICHARD WEMYSS

Kathryn Hobbs

Catharine Margaret Parouty

Sectors & Classifications

Beneficiary group Health

Also Known As

DISABILITY AID FUND
THE DISABILITY AID FUND