PETER ADAMS TRUST
Assistance to a local residents with further education interests and activities etc, assisting local community village halls in different locations with refurbishment/improvement works, assisting finance for recreational local clubs with repairs to facilities, vouchers to pensioners within a parish, conservation works, assistance to a local Scout and Guide group etc
Financial health, per its FY2026 accounts
The accounts state that the charity generated a surplus for the year with unrestricted reserves rising significantly to £622,121, which is substantially in excess of the trustees' policy target of £230,000. The trustees attribute this surplus to reserves being held on deposit while seeking alternative investment property replacements. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.
What the accounts disclose
“At 31 March 2026, the Trustees consider it appropriate to hold free reserves equivalent to at least 12 month's expected general expenditure which is in the region of £230,000” — page 5
“Julian Stratford was appointed as a director in Phoenix Customs Services Ltd during the year and is a majority shareholder. Phoenix Customs Services paid rent to the Trust during the year amounting to £5,600” — page 17
Trustees
- JULIAN PAUL STRATFORDchair
- MARTIN JAMES PHIPPEN
- NICOLA BRIGHTLING
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £342k | £232k |
| 31/03/2025 | £314k | £245k |
| 31/03/2024 | £300k | £216k |
| 31/03/2023 | £305k | £291k |
| 31/03/2022 | £298k | £211k |
Common questions
Is PETER ADAMS TRUST financially healthy?
Per its FY2026 accounts: The accounts state that the charity generated a surplus for the year with unrestricted reserves rising significantly to £622,121, which is substantially in excess of the trustees' policy target of £230,000. The trustees attribute this surplus to reserves being held on deposit while seeking alternative investment property replacements. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2026 accounts were audited by Azets Audit Services.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| IMPETUS - THE PRIVATE EQUITY FOUNDATION | 1 | £294k |
| YOUNG CAMDEN FOUNDATION | 1 | £68k |
| NORTHAMPTONSHIRE COMMUNITY FOUNDATION | 1 | £15k |
| EDUCATIONAL OPPORTUNITY FOUNDATION | 1 | £10k |
| SIR ROBERT GEFFERY'S ALMSHOUSE TRUST | 1 | £6k |
Charities like this
- PRESTON NORTH END COMMUNITY AND EDUCATION TRUST
- PETHERTON ARTS TRUST LIMITED
- HAMPSTEAD COMMUNITY ACTION LIMITED
- THE SOUTHERN QUARTER DEVELOPMENT LTD
- TAFF BARGOED DEVELOPMENT TRUST LIMITED
- THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER HALE
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| PETER ADAMS TRUST | £342k | — | 0 | above | — | no doubt |
| PRESTON NORTH END COMMUNITY AND EDUCATION TRUST | £1.8m | £60,001 - £70,000 | 1 | above | — | no doubt |
| PETHERTON ARTS TRUST LIMITED | £153k | — | 0 | above | — | noted |
| HAMPSTEAD COMMUNITY ACTION LIMITED | £421k | — | 0 | below | — | noted |
| THE SOUTHERN QUARTER DEVELOPMENT LTD | £119k | — | 0 | below | — | material uncertainty |
| TAFF BARGOED DEVELOPMENT TRUST LIMITED | £152k | — | 0 | unclear | — | no doubt |