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.

Objects

FOR CHARITABLE PURPOSES OR FOR CHARITABLE ORGANISTATIONS, INSTITUTIONS OR TRUSTS TO BE APPLIED FOR CHARITABLE PURPOSES ONLY.

Area of benefit: NOT DEFINED

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

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

Registered contact address: Birmingham, West Midlands, England (from the postcode on the register)

Latest income
£348k
Latest spending
£256k
Registered
1963
Accounts read
FY2026

Financial health, per its FY2026 accounts

The accounts state that the charity's unrestricted funds increased to £12,914,896, driven by a net gain on investments of £1,010,739 and incoming resources of £348,430. The trustees consider the assets sufficient to meet the charity’s obligations by way of grants, and the independent auditors reported no material uncertainties regarding the charity's ability to continue as a going concern.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Related-party transaction: 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 2026 totalling £120,000 (2025: £108,340).
“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 2026 totalling £120,000 (2025: £108,340).” — page 15
Per its FY2026 accounts as filed with the Charity Commission.
Trading subsidiary: PMG Investments Limited
“The principal activity of PMG Investments Limited is the letting of office and commercial property. The company is a 76% subsidiary of the trust and pays dividends from time to time on the issued ordinary shares.” — page 17
Per its FY2026 accounts as filed with the Charity Commission.

Accounts audited by Thomas and Young Limited. Discloses 3 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.

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 05/04/2026

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2025

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2024

  • Grant-making is its main activity

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

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

Total income
£3.7m
Total spending
£440k
Reserves (reported)
£0
Employees
0

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 7.2 months; benchmarks).

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

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 endIncomeSpending
05/04/2026£348k£256k
05/04/2025£326k£260k
05/04/2024£245k£192k
05/04/2023£347k£230k
05/04/2022£3.7m£440k

Common questions

Is THE PATRICK TRUST financially healthy?

Per its FY2026 accounts: The accounts state that the charity's unrestricted funds increased to £12,914,896, driven by a net gain on investments of £1,010,739 and incoming resources of £348,430. The trustees consider the assets sufficient to meet the charity’s obligations by way of grants, and the independent auditors reported no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2026 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.

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE PATRICK TRUST£348k——unclear—no doubt
THE PDC TRUST FY2025£27k——unclear—no doubt
THE FIELD FAMILY CHARITABLE TRUST FY2026£91k——unclear—no doubt
THE JACK PATSTON CHARITABLE TRUST FY2025£124k—0unclear—no doubt
THE S M B TRUST FY2025£680k—0unclear—no doubt
THE LESLIE MARY CARTER CHARITABLE TRUST FY2025£222k——unclear—no doubt

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