Charity Accounts Intelreading the accounts so you don’t have to

PERSONAL ASSURANCE CHARITABLE TRUST

Registered charity 1023274 · accounts filings on the Charity Commission register

The object of the charity is to make donations to registered charities and non-charitable bodies from funds supplied by Personal Assurance Plc. There are no restrictions on the type of donations that can be made although preference will be given to recommendations made by policyholders of Personal Assurance Plc and employees of Personal Group Holdings Plc.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income
£100k
Latest spending
£98k
Registered
1993
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity held positive unrestricted reserves of £51,276 at the end of the year, representing a surplus for the period. The trustees confirmed that the accounts were drawn up on a going concern basis, supported by anticipated future donations from the controlling party. No minimum reserves policy is maintained, and the charity has no employees.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: none
“The charity continued to receive an annual donation from Personal Assurance Plc. Donations received remain the charity’s main source of income.” — page 3
Per its FY2024 accounts as filed with the Charity Commission.
Reserves policy: no requirement to maintain a minimum level of reserves (held: £51k)
“The trustees have decided that there is no requirement to maintain a minimum level of reserves.” — page 3
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Kenya · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2024£100k£98k
31/12/2023£101k£125k
31/12/2022£79k£152k
31/12/2021£170k£115k
31/12/2020£75k£106k

Common questions

Is PERSONAL ASSURANCE CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the charity held positive unrestricted reserves of £51,276 at the end of the year, representing a surplus for the period. The trustees confirmed that the accounts were drawn up on a going concern basis, supported by anticipated future donations from the controlling party. No minimum reserves policy is maintained, and the charity has no employees. Its FY2024 accounts were independently examined.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
C S KAUFMAN CHARITABLE TRUST1£71k
MOSDOS HATORAH PNEI MENACHEM LTD1£40k
KEREN ASSOCIATION LIMITED1£10k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
PERSONAL ASSURANCE CHARITABLE TRUST£100k—0unclear—no doubt
THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST FY2025£344k—0unclear—no doubt
The A and J Charitable Trust FY2025£590k—0unclear—no doubt
PRUDENTIAL STAFF CHARITABLE TRUST FY2025£1.2m—0unclear—no doubt
DINA PERELMAN TRUST LIMITED FY2025£1.2m—0unclear—no doubt
THE ROTHES CHARITABLE TRUST FY2025£148k—0above—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.