THE PRESENT VALUE TRUST

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

To make grants to charitable organisations.

Objects

THE OBJECTS OF THE CIO ARE TO ADVANCE SUCH CHARITABLE PURPOSES ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES SEE FIT FROM TIME TO TIME.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: Winchester, South East, England (from the postcode on the register)

Latest income

£100k

Latest spending

£283k

Registered

2018

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted funds of £6,771,500, which exceed its stated reserves policy target of maintaining sufficient income to cover costs and grants. The charity reports no employees and no trustee remuneration, relying entirely on investment income to fund its grant-making activities.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: sufficient income to cover management, administration and support costs and the proposed grant making in the year (reserves figure: £6.8m)

“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 FY2025 accounts as filed with the Charity Commission.

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Investing charity funds policy and procedures
Trustee conflicts of interest policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/12/2025

Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2024

Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2023

Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

SARAH ELIZABETH ABELLchair
MATTHEW EVANS
NATACHA JAMAR
Nicholas Bernard Basden · trustee of 2 other charities

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
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 FY2025 accounts: The accounts state that the charity holds unrestricted funds of £6,771,500, which exceed its stated reserves policy target of maintaining sufficient income to cover costs and grants. The charity reports no employees and no trustee remuneration, relying entirely on investment income to fund its grant-making activities. Its FY2025 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.

Funder	Similar charities funded	Amount to them
THE ROZAC CHARITABLE TRUST	1	£12k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE RELIEF TRUST.

THE RELIEF TRUST income £39k
THE LADY TANGYE TRUST LIMITED income £39k
THE MANIFOLD TRUST income £84k
M O CHARITABLE TRUST income £146k
THE 3 TS CHARITABLE TRUST income £1.5m
THE 4814 TRUST income £2.3m

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE PRESENT VALUE TRUST	£100k	—	unclear	—	no doubt
THE RELIEF TRUST FY2025	£39k	—	above	—	no doubt
THE LADY TANGYE TRUST LIMITED FY2026	£39k	—	unclear	—	no doubt
THE MANIFOLD TRUST FY2025	£84k	—	unclear	—	no doubt
M O CHARITABLE TRUST FY2025	£146k	—	within	—	no doubt
THE 3 TS CHARITABLE TRUST FY2025	£1.5m	—	above	—	no doubt

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