BritDB

CCEW Charity Commission profile

JOFFE CHARITABLE TRUST CIO

Registered charity 1180520 · organisation 5130499

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
1 November 2018
Removed
Not supplied
Financial period
1 January 2025 – 31 December 2025
Latest income
£2,418,835
Latest expenditure
£2,823,685
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
Yes

Public contact address: Sayer Vincent Llp, 110 Golden Lane, LONDON, EC1Y 0TG

Website recorded by the regulator: https://joffetrust.org (displayed as text)

02 Activities

What the charity does

The charity makes grants to UK-registered charities and non-profit organisations to reduce poverty and advance human rights in developing countries.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
7 October 2026
Date Accounts Received
7 October 2026
Total Gross Income
£2,418,835
Total Gross Expenditure
£2,823,685
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
8 October 2025
Date Accounts Received
8 October 2025
Total Gross Income
£595,488
Total Gross Expenditure
£1,666,391
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
15 September 2024
Date Accounts Received
15 September 2024
Total Gross Income
£310,879
Total Gross Expenditure
£1,537,819
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
20 September 2024
Date Accounts Received
16 October 2023
Total Gross Income
£715,889
Total Gross Expenditure
£1,355,652
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
15 October 2022
Date Accounts Received
15 October 2022
Total Gross Income
£231,809
Total Gross Expenditure
£1,140,125

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 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
7 October 2026
Total Gross Income
£2,418,835
Total Gross Expenditure
£2,823,685
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
Employees Salary Over 60k
Yes
Count Salary Band 80001 90000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
8 October 2025
Total Gross Income
£595,488
Total Gross Expenditure
£1,666,391
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
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
15 September 2024
Total Gross Income
£310,879
Total Gross Expenditure
£1,537,819
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
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
20 September 2024
Total Gross Income
£715,889
Total Gross Expenditure
£1,355,652
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
Yes
Count Salary Band 90001 100000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
15 October 2022
Total Gross Income
£231,809
Total Gross Expenditure
£1,140,125
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
Yes
Count Salary Band 80001 90000
1
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
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
7 October 2026
Income Donations And Legacies
2244406
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
174404
Income Other
25
Income Total Income And Endowments
2418835
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£42,810
Expenditure Charitable Expenditure
£2,780,875
Expenditure Other
0
Expenditure Total
2823685
Expenditure Investment Management
42810
Expenditure Grants Institution
2476626
Expenditure Governance
58926
Expenditure Support Costs
24629
Expenditure Depreciation
0
Gain Loss Investment
317901
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£6,966,570
Assets Total Fixed
7160374
Assets Own Use
0
Assets Long Term Investment
7160374
Defined Benefit Pension Scheme
0
Assets Other Assets
£127,238
Assets Total Liabilities
£10,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£7,277,612
Creditors One Year Total Current
10000
Creditors Falling Due After One Year
0
Assets Cash
£127,238
Funds Endowment
0
Funds Unrestricted
6966570
Funds Restricted
311042
Funds Total
7277612
Count Employees
3
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
8 October 2025
Income Donations And Legacies
411717
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
183771
Income Other
0
Income Total Income And Endowments
595488
Income Legacies
100000
Income Endowments
0
Expenditure Raising Funds
£49,608
Expenditure Charitable Expenditure
£1,616,783
Expenditure Other
0
Expenditure Total
1666391
Expenditure Investment Management
49608
Expenditure Grants Institution
1340681
Expenditure Governance
49675
Expenditure Support Costs
20818
Expenditure Depreciation
0
Gain Loss Investment
333209
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£7,364,561
Assets Total Fixed
7278306
Assets Own Use
0
Assets Long Term Investment
7278306
Defined Benefit Pension Scheme
0
Assets Other Assets
£93,203
Assets Total Liabilities
£6,948
Assets Current Investment
0
Assets Total Assets And Liabilities
£7,364,561
Creditors One Year Total Current
6948
Creditors Falling Due After One Year
0
Assets Cash
£93,203
Funds Endowment
0
Funds Unrestricted
7364561
Funds Restricted
0
Funds Total
7364561
Count Employees
3
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
20 September 2024
Income Donations And Legacies
342096
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
373793
Income Other
0
Income Total Income And Endowments
715889
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£88,552
Expenditure Charitable Expenditure
£1,267,100
Expenditure Other
0
Expenditure Total
1355652
Expenditure Investment Management
88552
Expenditure Grants Institution
1063013
Expenditure Governance
44235
Expenditure Support Costs
28070
Expenditure Depreciation
0
Gain Loss Investment
-1024076
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£8,812,479
Assets Total Fixed
8803065
Assets Own Use
0
Assets Long Term Investment
8803065
Defined Benefit Pension Scheme
0
Assets Other Assets
£209,461
Assets Total Liabilities
£5,700
Assets Current Investment
0
Assets Total Assets And Liabilities
£9,006,826
Creditors One Year Total Current
5700
Creditors Falling Due After One Year
0
Assets Cash
£209,461
Funds Endowment
0
Funds Unrestricted
8812479
Funds Restricted
194347
Funds Total
9006826
Count Employees
3
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
South Africa
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Africa
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
117
Classification Type
What
Classification Description
Other Charitable Purposes
Classification Code
115
Classification Type
What
Classification Description
Human Rights/religious Or Racial Harmony/equality Or Diversity
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment

08 Official extract

Charity Event History

Charity Name
JOFFE CHARITABLE TRUST CIO
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2025-01-08T00:00:00
Reason
Funds transferred (incor)
Assoc Organisation Number
270299
Assoc Registered Charity Number
270299
Assoc Charity Name
JOFFE CHARITABLE TRUST
Charity Name
JOFFE CHARITABLE TRUST CIO
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2018-11-01T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
CIO - FOUNDATION Registered 01 Nov 2018
Charitable Objects
THE OBJECTS OF THE CHARITY ARE TO ADVANCE SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

10 Official extract

Charity Policy

Policy Name
Investment
Policy Name
Conflicting interests
Policy Name
Paying staff
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Risk management
Policy Name
Safeguarding policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Internal risk management policy and procedures