MARJORIE COOTE OLD PEOPLES CHARITY FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 16 June 1970
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £165,299
Latest expenditure: £198,474
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: LADY NEILL DL, THE JAMES NEILL TRUST FUND, BARN COTTAGE, LINDRICK COMMON, WORKSOP, S81 8BA

Website recorded by the regulator: neillcharities.com (displayed as text)

02 Activities

What the charity does

The Fund is to be applied by the Trustees in such manner as they shall in theirabsolute discretion think fit for the benefit of old people of small means who were born in, or have resided fornot less than 20 years in, the area of jurisdiction of the Company of Cutlers in Hallamshire, this beingsubstantially the same as the County of South Yorkshire.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 29 December 2025
Date Accounts Received: 29 December 2025
Total Gross Income: £165,299
Total Gross Expenditure: £198,474

Fin Period Start Date: 6 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 27 November 2024
Date Accounts Received: 27 November 2024
Total Gross Income: £156,185
Total Gross Expenditure: £176,998

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 18 January 2024
Date Accounts Received: 18 January 2024
Total Gross Income: £153,088
Total Gross Expenditure: £163,634

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 12 October 2022
Date Accounts Received: 12 October 2022
Total Gross Income: £143,175
Total Gross Expenditure: £150,007

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 3 November 2021
Date Accounts Received: 3 November 2021
Total Gross Income: £120,790
Total Gross Expenditure: £140,165

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 29 December 2025
Total Gross Income: £165,299
Total Gross Expenditure: £198,474
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 27 November 2024
Total Gross Income: £156,185
Total Gross Expenditure: £176,998
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 18 January 2024
Total Gross Income: £153,088
Total Gross Expenditure: £163,634
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 12 October 2022
Total Gross Income: £143,175
Total Gross Expenditure: £150,007
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 3 November 2021
Total Gross Income: £120,790
Total Gross Expenditure: £140,165
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Barnsley
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: South Yorkshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Rotherham
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: South Yorkshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Doncaster
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: South Yorkshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Sheffield City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: South Yorkshire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

07 Official extract

Charity Event History

Charity Name: MARJORIE COOTE OLD PEOPLES CHARITY FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1970-06-16T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 29/9/1958
Charitable Objects: FOR THE BENEFIT OF OLD PEOPLE OF SMALL MEANS WHO ARE UNABLE TO MAINTAIN THEMSELVES BY THEIR OWN EXERTIONS AND WHO HAVE ATTAINED THE AGE OF 55 YEARS OR MORE AND WHO HAVE EITHER BEEN BORN IN HALLAMSHIRE OR HAVE RESIDED THERE FOR NOT LESS THAN 20 YEARS.
Area Of Benefit: HALLAM WARD

09 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Investment

Policy Name: Internal risk management policy and procedures

Policy Name: Risk management

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints policy and procedures