Coif Charities Short Duration Bond Fund

Registered charity 803610 Registered since 1990

Operates: Throughout England And Wales

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.

trustees on the board

7y median 7y

average tenure

11y

longest tenure

trustees past 6 years

13.2y

average years in governance

0 vs 4 portfolio

first-time trustees

company-linked trustees

Sector coverage

Other Charitable Purposes 4Disability 2The Advancement Of Health Or Saving Of Lives 2

Commercial experience

Business services 2Health and social care 2Arts and leisure 1

Gaps to watch

Several long-serving trustees could step down together

Boards that share trustees

Coif Charities Deposit Fund 4 shared trustees
Coif Charities Property Fund 4 shared trustees
Coif Charities Ethical Investment Fund 4 shared trustees
Coif Charities Investment Fund 4 shared trustees
Coif Charities Global Equity Fund 3 shared trustees

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Related organisations

Coif Charities Property Fund 4 shared trustees
Coif Charities Ethical Investment Fund 4 shared trustees
Coif Charities Investment Fund 4 shared trustees
Coif Charities Deposit Fund 4 shared trustees
Coif Charities Global Equity Fund 3 shared trustees
SUE Ryder 1 shared trustee

Boards that overlap with this one through shared trustees, or govern in the same field. Deterministic, from public records.

Contact

Website	www.ccla.co.uk
Email	MARCELINA.MOCHALSKA@CCLA.CO.UK
Phone	02074896046
Address	CCLA Fund Managers Ltd, 1 Angel Lane, London, EC4R 3AB

Finances

£11,197 latest income

Year	Income	Spending
2020	£2,139,000	£3,384,000
2021	£1,922,000	£2,456,000
2022	£2,349	£2,315
2023	£8,575	£4,466
2024	£11,197	£6,387

What it does

What

Other Charitable Purposes

Who

Other Defined Groups

How

Provides Other Finance

Charitable objects

THE OBJECT OF THE FUND SHALL BE THE PROVISION OF A COMMON INVESTMENT FUND FOR THE INVESTMENT OF SUMS OF MONEY AND OTHER PROPERTY FROM TIME TO TIME TRANSFERRED TO THE FUND BY OR ON BEHALF OF A PARTICIPATING CHARITY: PROVIDED THAT THE PARTICIPATING CHARITIES SHALL BE ENTITLED, SUBJECT TO THE PROVISIONS OF THIS SCHEME, TO THE CAPITAL AND INCOME OF THE FUND IN SHARES DETERMINED BY REFERENCE TO THE AMOUNT OR VALUE OF THE MONEYS OR PROPERTY TRANSFERRED TO THE FUND BY OR ON BEHALF OF EACH PARTICIPATING CHARITY AND TO THE VALUE OF THE FUND AT THE TIME OF THE TRANSFERS.

Governing document: SCHEME DATED 29/11/2000AS AMENDED BY SCHEME DATED 13/05/2009AS AMENDED BY RESOLUTION DATED 21/07/2014AS AMENDED BY RESOLUTION DATED 22/07/2014AS AMENDED BY RESOLUTION DATED 05/12/2015AS AMENDED BY RESOLUTION DATED 20 NOV 2023

Trustees (6)

4trustees

78median age

1aged 70+

Ccla Fund Managers Limited (Manager) since 2014
Hsbc Bank PLC (Corporate Trustee) since 2012
Julia Hobart since 2015
Kevin Corriganage 96 since 2015
Katrina Shenton since 2023
Kevin Andrew Richmondage 60 since 2023

Connected charities (9)

Coif Charities Deposit Fund 4 shared trustees
Coif Charities Property Fund 4 shared trustees
Coif Charities Ethical Investment Fund 4 shared trustees
Coif Charities Investment Fund 4 shared trustees
Coif Charities Global Equity Fund 3 shared trustees
Suicide & CO 1 shared trustee
SUE Ryder 1 shared trustee
Greensleeves Homes Trust 1 shared trustee
The W R V S Trust 1 shared trustee

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