THE PATRICK TRUST

Registered charity 213849 · accounts filings on the Charity Commission register

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.

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.

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 7.0 months; benchmarks).

Trustees

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

Operates in: Birmingham City · Coventry City · Solihull · Warwickshire · Worcestershire

Income and spending

Financial year endIncomeSpending
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?

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.

FunderSimilar charities fundedAmount to them
CORAM LIFE EDUCATION1£5k

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