THE PATRICK TRUST
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.
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.
What the accounts disclose
“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
“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
Policies the charity declares
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
From the charity’s annual return (Part A, self-declared)
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
Structured financials (annual return, FY ending 05/04/2022)
Trustees
- Amanda Jane Pillinger
- Camilla Joan Smart
- HEATHER PATRICIA COLE
- JULIAN ANDREW PRITCHARD
- Laura Louise Pritchard
- Simon Jeremy Smart
- WILLIAM BOND-WILLIAMS BSC
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE TIM HENMAN FOUNDATION | 1 | £62k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY WYMESWOLD IN THE DIOCESE OF LEICESTER | 1 | £3k |
Charities like this
- THE PDC TRUST
- THE FIELD FAMILY CHARITABLE TRUST
- THE JACK PATSTON CHARITABLE TRUST
- THE S M B TRUST
- THE LESLIE MARY CARTER CHARITABLE TRUST
- THE HUMANITARIAN TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE PATRICK TRUST | £348k | — | — | unclear | — | no doubt |
| THE PDC TRUST | £27k | — | — | unclear | — | no doubt |
| THE FIELD FAMILY CHARITABLE TRUST | £91k | — | — | unclear | — | no doubt |
| THE JACK PATSTON CHARITABLE TRUST | £124k | — | 0 | unclear | — | no doubt |
| THE S M B TRUST | £680k | — | 0 | unclear | — | no doubt |
| THE LESLIE MARY CARTER CHARITABLE TRUST | £222k | — | — | unclear | — | no doubt |