DORIS FIELD CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 3 July 1990
Removed: Not supplied
Financial period: 16 August 2024 – 15 August 2025
Latest income: £555,419
Latest expenditure: £596,085
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Blake Morgan, Seacourt Tower, West Way, OXFORD, OX2 0FB

02 Activities

What the charity does

The trustees support a diverse range of charities and projects, ranging from small individual grants to contributions to large projects, in accordance with the Trust's charitable objectives and in line with the grant making policy.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 16 August 2024
Fin Period End Date: 15 August 2025
Ar Cycle Reference: AR25
Reporting Due Date: 15 June 2026
Date Annual Return Received: 12 November 2025
Date Accounts Received: 12 November 2025
Total Gross Income: £555,419
Total Gross Expenditure: £596,085

Fin Period Start Date: 16 August 2023
Fin Period End Date: 15 August 2024
Ar Cycle Reference: AR24
Reporting Due Date: 15 June 2025
Date Annual Return Received: 2 December 2024
Date Accounts Received: 2 December 2024
Total Gross Income: £533,108
Total Gross Expenditure: £585,717

Fin Period Start Date: 16 August 2022
Fin Period End Date: 15 August 2023
Ar Cycle Reference: AR23
Reporting Due Date: 15 June 2024
Date Annual Return Received: 23 November 2023
Date Accounts Received: 23 November 2023
Total Gross Income: £482,349
Total Gross Expenditure: £518,706

Fin Period Start Date: 16 August 2021
Fin Period End Date: 15 August 2022
Ar Cycle Reference: AR22
Reporting Due Date: 15 June 2023
Date Annual Return Received: 21 November 2022
Date Accounts Received: 21 November 2022
Total Gross Income: £465,009
Total Gross Expenditure: £480,886

Fin Period Start Date: 16 August 2020
Fin Period End Date: 15 August 2021
Ar Cycle Reference: AR21
Reporting Due Date: 15 June 2022
Date Annual Return Received: 21 March 2022
Date Accounts Received: 21 March 2022
Total Gross Income: £413,691
Total Gross Expenditure: £499,696

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: 16 August 2024
Fin Period End Date: 15 August 2025
Ar Due Date: 15 June 2026
Ar Received Date: 12 November 2025
Total Gross Income: £555,419
Total Gross Expenditure: £596,085
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: 16 August 2023
Fin Period End Date: 15 August 2024
Ar Due Date: 15 June 2025
Ar Received Date: 2 December 2024
Total Gross Income: £533,108
Total Gross Expenditure: £585,717
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: 16 August 2022
Fin Period End Date: 15 August 2023
Ar Due Date: 15 June 2024
Ar Received Date: 23 November 2023
Total Gross Income: £482,349
Total Gross Expenditure: £518,706
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: 16 August 2021
Fin Period End Date: 15 August 2022
Ar Due Date: 15 June 2023
Ar Received Date: 21 November 2022
Total Gross Income: £465,009
Total Gross Expenditure: £480,886
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: 16 August 2020
Fin Period End Date: 15 August 2021
Ar Due Date: 15 June 2022
Ar Received Date: 21 March 2022
Total Gross Income: £413,691
Total Gross Expenditure: £499,696
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 Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 16 August 2024
Fin Period End Date: 15 August 2025
Ar Due Date: 15 June 2026
Ar Received Date: 12 November 2025
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 552563
Income Other: 2856
Income Total Income And Endowments: 555419
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £201,854
Expenditure Charitable Expenditure: £394,231
Expenditure Other: 0
Expenditure Total: 596085
Expenditure Investment Management: 201854
Expenditure Grants Institution: 325654
Expenditure Governance: 68577
Expenditure Support Costs: 68577
Expenditure Depreciation: 0
Gain Loss Investment: -348682
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £42,380
Assets Total Fixed: 11929993
Assets Own Use: 0
Assets Long Term Investment: 11929993
Defined Benefit Pension Scheme: 0
Assets Other Assets: £172,232
Assets Total Liabilities: £129,852
Assets Current Investment: 0
Assets Total Assets And Liabilities: £11,972,373
Creditors One Year Total Current: 122552
Creditors Falling Due After One Year: 7300
Assets Cash: £52,208
Funds Endowment: 0
Funds Unrestricted: 11972373
Funds Restricted: 0
Funds Total: 11972373
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 16 August 2023
Fin Period End Date: 15 August 2024
Ar Due Date: 15 June 2025
Ar Received Date: 2 December 2024
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 530139
Income Other: 2969
Income Total Income And Endowments: 533108
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £154,418
Expenditure Charitable Expenditure: £431,299
Expenditure Other: 0
Expenditure Total: 585717
Expenditure Investment Management: 154418
Expenditure Grants Institution: 363917
Expenditure Governance: 67382
Expenditure Support Costs: 67382
Expenditure Depreciation: 0
Gain Loss Investment: 445678
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £35,790
Assets Total Fixed: 12325931
Assets Own Use: 0
Assets Long Term Investment: 12325931
Defined Benefit Pension Scheme: 0
Assets Other Assets: £170,856
Assets Total Liabilities: £135,066
Assets Current Investment: 0
Assets Total Assets And Liabilities: £12,361,721
Creditors One Year Total Current: 125066
Creditors Falling Due After One Year: 10000
Assets Cash: £42,669
Funds Endowment: 0
Funds Unrestricted: 12361721
Funds Restricted: 0
Funds Total: 12361721
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Oxfordshire
Welsh Ind: No

07 Official extract

Charity Classification

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

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

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

08 Official extract

Charity Event History

Charity Name: DORIS FIELD CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1990-07-03T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 16 MAY 1990. AS AMENDED BY A SUPPLEMENTAL DEED DATED 5/7/95.
Charitable Objects: TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL OF THE TRUST FUND FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITIUTIONS AT SUCH TIME OR TIME AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT. (FOR FURTHER DETAILS SEE CLAUSE 3 OF TRUST DEED)
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Investment

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Conflicting interests

Policy Name: Risk management

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures