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PETER ADAMS TRUST

Registered charity 1096642 · accounts filings on the Charity Commission register

Latest income
£342k
Latest spending
£232k
Registered
2003
Accounts read
FY2026

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

Reserves policy: at least 12 month's expected general expenditure which is in the region of £230,000 (held: £622k)
“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
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Trustee Julian Stratford is a director and majority shareholder of Phoenix Customs Services Ltd, which paid £5,600 in rent to the Trust.
“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
Per its FY2026 accounts as filed with the Charity Commission.

Accounts audited by Azets Audit Services.

Trustees

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

Operates in: Kent

Income and spending

Financial year endIncomeSpending
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?

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

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
HOLMFIELD CHARITABLE TRUST1£202k
CML - CHEVRAS MO'OZ LADOL1£21k
THE HOLDEN CHARITABLE TRUST1£13k
EZRAS YOEL1£10k
THE CHRISTOPHER AND HENRY OLDFIELD TRUST1£10k
SHAAREI RACHAMIM LIMITED1£9k
TRUEDENE CO LIMITED1£5k

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