The Jeffrey Charitable Trust

Quick Stats

• Annual Giving: ??70,000 - ??120,000 (based on recent expenditure)
• Success Rate: Not publicly available
• Decision Time: 2-4 months (trustees meet in May and November)
• Grant Range: Not publicly specified
• Geographic Focus: UK and overseas

Contact Details

Address: George House, 36 North Hanover Street, Glasgow, G1 2AD

Phone: 0141 552 3422

Email: [email protected]

Website: mitchells-roberton.co.uk

Applications: Apply in writing to the Trust c/o Mitchell Roberton with the name of the Trust clearly marked on correspondence

Overview

The Jeffrey Charitable Trust is a long-established Scottish charitable trust registered with OSCR (Office of the Scottish Charity Regulator) since 4 July 1973 (charity number SC015990). Operating from Glasgow with a main operational focus in Perth and Kinross, the trust distributes approximately ??70,000-??120,000 annually based on recent expenditure patterns. The trust concentrates primarily on medical research and the welfare and education of children, while also supporting a broader range of charitable activities including Christian organizations, assistance to sailors and lifeboatmen, and services for older people and those living in poverty or with disabilities. Managed through Mitchell Roberton Solicitors, one of Scotland's oldest law firms, the trust operates with a traditional governance structure and meets twice yearly to consider applications.

Funding Priorities

Grant Programs

The trust operates a single grant program with applications considered at trustee meetings held twice yearly. Applications are accepted on a rolling basis throughout the year, with deadlines at least one month before the May and November trustee meetings.

• Main Grant Program: Amount range not publicly specified
• Covers both capital and revenue costs
• Applications considered twice annually
• UK and overseas funding available

Priority Areas

Primary Focus:

• Medical research advancement and improvement
• Welfare and education of children in need
• Prevention of cruelty to children

Secondary Focus:

• Christian charities and religious missions (particularly Church of Scotland)
• Assistance to sailors, lifeboatmen and their dependents
• Services for older people
• Support for people living in poverty
• Disability support services and assistance for people with disabilities
• General charitable activities including disaster and emergency services
• Healthcare and wellbeing initiatives
• Social care and welfare

Beneficiary Groups:

• Children (particularly those in necessitous circumstances)
• Economically and socially disadvantaged people
• People living in poverty
• Older people
• People with ill-health or disabilities
• Religious and belief groups
• Sailors and lifeboatmen

What They Don't Fund

The trust has not published specific exclusions. However, given their stated focus areas, organizations should ensure their work aligns with the trust's charitable purposes.

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Governance and Leadership

Constitutional Form: Trust established by deed of trust

Trustee Information: Not yet publicly available. OSCR will begin collecting and publishing trustee names from January 2026.

Administration: The trust is administered by Mitchell Roberton Solicitors, one of Scotland's oldest law firms with roots tracing back to the 1740s.

Financial Overview (Last 4 Years):

• Year ending 5 April 2024: Income ??53,738, Expenditure ??95,304
• Year ending 5 April 2023: Income ??49,271, Expenditure ??118,592
• Year ending 5 April 2022: Income ??52,140, Expenditure ??69,031
• Year ending 5 April 2021: Income ??46,922, Expenditure ??79,916

The trust consistently distributes more in grants than it receives in annual income, suggesting it operates from accumulated capital.

Application Process and Timeline

How to Apply

Applications must be made in writing to:

The Jeffrey Charitable Trust

c/o Mitchell Roberton Solicitors

George House

36 North Hanover Street

Glasgow

G1 2AD

Important: Ensure the name of the Trust is clearly marked on all correspondence.

Application Method: Written application (letter format)

Application Type: Rolling basis with fixed trustee meeting dates

Decision Timeline

Trustee Meetings: Twice yearly, typically in May and November

Application Deadline: At least one month before each trustee meeting (approximately by early April for May meeting and early October for November meeting)

Decision Timeframe: Approximately 2-4 months depending on submission timing relative to trustee meetings

Notification Methods: Not specified; likely by post or email through Mitchell Roberton Solicitors

Success Rates

Success rate data is not publicly available. Based on annual expenditure of ??70,000-??120,000, the trust makes a moderate number of grants each year.

Reapplication Policy

No specific reapplication policy has been published. Organizations are advised to contact Mitchell Roberton for guidance if a previous application was unsuccessful.

Application Success Factors

Alignment with Primary Focus Areas:

The trust has two clear priority areas: medical research and children's welfare/education. Applications directly addressing these areas are likely to receive priority consideration.

Organizational Eligibility:

The trust supports both individuals and organizations, making grants, donations, loans, gifts and pensions. This flexibility suggests they consider a range of organizational structures.

Application Quality:

While specific guidance is not provided, following standard best practices for trust applications is advisable:

• Clear articulation of need and how it aligns with the trust's charitable purposes
• Specific project details with measurable outcomes
• Transparent financial information
• Evidence of organizational capacity
• Demonstration of impact on beneficiary groups

Geographic Considerations:

While the trust operates from Glasgow with a focus on Perth and Kinross, they fund UK-wide and overseas projects. Scottish organizations, particularly those in Perth and Kinross, may have historical precedent.

Multi-Benefit Projects:

Given the trust's broad charitable purposes, projects that serve multiple beneficiary groups (e.g., medical research benefiting children with disabilities) may be particularly attractive.

Traditional Approach:

The trust operates through a traditional governance model with bi-annual meetings and written applications. A formal, professional application approach is appropriate.

Contact for Guidance:

While not explicitly stated, applicants with questions may contact Mitchell Roberton Solicitors at [email protected] or 0141 552 3422 for clarification before applying.

Key Takeaways for Grant Writers

• Timing is critical: Submit applications at least one month before May or November trustee meetings to ensure consideration
• Primary focus: Medical research and children's welfare/education are the stated priorities; align applications closely with these themes
• Broad scope: Despite primary focus areas, the trust supports a wide range of charitable activities including religious missions, disability support, and services for older people
• Written applications: Prepare a formal written application; no online portal or application form is mentioned
• Geographic flexibility: While based in Glasgow, the trust funds UK-wide and overseas projects
• Financial capacity: With annual grant-making of ??70,000-??120,000, the trust appears to make moderate-sized awards rather than very large grants
• Long-established: The trust has operated since 1973, suggesting stability and a traditional approach to grant-making

References

1. Funding Scotland - Jeffrey Charitable Trust profile

https://funding.scot/funds/a0Rb0000000Ng6uEAC/jeffrey-charitable-trust

Accessed: October 31, 2025

1. OSCR (Office of the Scottish Charity Regulator) - Charity Details for SC015990

https://www.oscr.org.uk/about-charities/search-the-register/charity-details?number=SC015990

Accessed: October 31, 2025

1. Mitchell Roberton Solicitors - Trust administrator

mitchells-roberton.co.uk

Contact: 0141 552 3422, [email protected]

Accessed: October 31, 2025

1. Funding Scotland - Jeffrey Charitable Trust funder profile

https://funding.scot/funders/001b000000St4bSAAR/jeffrey-charitable-trust

Accessed: October 31, 2025

Note: Specific grant amounts and detailed recipient information may be available in the trust's annual accounts through OSCR. Organizations are encouraged to review recent annual accounts for examples of funded projects and typical grant sizes.