THE PATRICK TRUST

Registered charity 213849 · accounts filings on the Charity Commission register

The charity makes grants/donations to other charities registered with the Charity Commission as per classifications stated. The trustees will ONLY consider charities benefitting the West Midlands. Any other area in the UK is considered outside the scope of the charity. Please do not expend charity resources if you fall outside this area or fail to meet classifications stated.

Causes: Education/training · Disability · The Prevention Or Relief Of Poverty · Arts/culture/heritage/science · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£326k

Latest spending

£260k

Registered

1963

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that total unrestricted funds decreased from £11,931,559 to £11,811,576 due to a net expenditure of £119,983, driven by a significant unrealized investment loss. The trustees confirm that assets are sufficient to meet obligations and there are no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

Payments to trustees: Trustees J A Pritchard, H P Cole and L Pritchard received remuneration from PMG Investments Limited, a related party subsidiary, totalling £108,340. No remuneration was paid directly by the Trust.

“J A Pritchard, H P Cole and L Pritchard are directors of PMG Investments Limited and are remunerated by that company. Collectively they were paid emoluments by the company for services rendered in the year ended 5 April 2025 totalling £108,340 (2024: £70,020).” — page 15

Per its FY2025 accounts as filed with the Charity Commission.

Trading subsidiary: PMG Investments Limited

“Shares in group undertakings consist of an investment in the subsidiary company PMG Investments Limited. The principal activity of PMG Investments Limited is the letting of office and commercial property.” — page 17

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Thomas and Young Limited. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 05/04/2022)

Total income

£3.7m

Total spending

£440k

Reserves (reported)

£0

Employees

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 7.0 months; benchmarks).

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

Amanda Jane Pillinger
Camilla Joan Smart
HEATHER PATRICIA COLE
JULIAN ANDREW PRITCHARD · trustee of 1 other charity
Laura Louise Pritchard
Simon Jeremy Smart
WILLIAM BOND-WILLIAMS BSC

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

Operates in: Birmingham City · Coventry City · Gloucestershire · Herefordshire · Solihull · Warwickshire · Wolverhampton · Worcestershire

Income and spending

Financial year end	Income	Spending
05/04/2025	£326k	£260k
05/04/2024	£245k	£192k
05/04/2023	£347k	£230k
05/04/2022	£3.7m	£440k
05/04/2021	£110k	£87k

Common questions

Is THE PATRICK TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total unrestricted funds decreased from £11,931,559 to £11,811,576 due to a net expenditure of £119,983, driven by a significant unrealized investment loss. The trustees confirm that assets are sufficient to meet obligations and there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Thomas and Young Limited.

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
CORAM LIFE EDUCATION	1	£5k
THE THOMPSON FAMILY CHARITABLE TRUST	1	£5k

Charities like this

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

THE A M CHARITABLE TRUST income £157k
SUSANNA PEAKE CHARITABLE TRUST income £198k
THE WARWICK TRUST income £153k
THE NETHERBY TRUST income £1.1m
SUMNER WILSON CHARITABLE TRUST income £136k
WOODHAVEN TRUST income £249k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE PATRICK TRUST	£326k	—	unclear	—	no doubt
THE A M CHARITABLE TRUST FY2025	£157k	—	unclear	—	no doubt
SUSANNA PEAKE CHARITABLE TRUST FY2025	£198k	—	unclear	—	no doubt
THE WARWICK TRUST FY2025	£153k	—	above	—	no doubt
THE NETHERBY TRUST FY2025	£1.1m	—	unclear	—	no doubt
SUMNER WILSON CHARITABLE TRUST FY2025	£136k	—	above	—	no doubt

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