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THE PRESENT VALUE TRUST

Registered charity 1181260 · accounts filings on the Charity Commission register · also known as PVT

To make grants to charitable organisations.

Causes: General Charitable Purposes · Get email alerts

Latest income
£100k
Latest spending
£283k
Registered
2018
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds unrestricted funds of £6,735,087, which is an increase from the previous year's £6,390,765. The trustees' reserves policy is to maintain free reserves at a level sufficient to cover management, administration, support costs, and proposed grant making. The charity has no employees and relies on investment income to fund its activities.

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

What the accounts disclose

Reserves policy: a level which generates sufficient income to cover management, administration and support costs and the proposed grant making in the year (held: £6.7m)
“It is the intention of the trustees to maintain its free reserves at a level which generates sufficient income to cover management, administration and support costs and the proposed grant making in the year.” — page 4
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Grant to Westside Academy Trust
“A grant of £4,000 was given to Westside Academy Trust, a company in which S Abell (trustee) is a director.” — page 13
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: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2025£100k£283k
31/12/2024£89k£195k
31/12/2023£143k£11k
31/12/2022£121k£182k
31/12/2021£162k£147k

Common questions

Is THE PRESENT VALUE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the charity holds unrestricted funds of £6,735,087, which is an increase from the previous year's £6,390,765. The trustees' reserves policy is to maintain free reserves at a level sufficient to cover management, administration, support costs, and proposed grant making. The charity has no employees and relies on investment income to fund its activities. Its FY2024 accounts were independently examined.