THE MEDLOCK CHARITABLE TRUST
TO MAKE DONATIONS TO OTHER REGISTERED CHARITABLE TRUSTS.TO MAKE DONATIONS TO UNIVERSITIES OR OTHER ESTABLISHMENTS FOR EDUCATIONAL PURPOSES.TO MAKE DONATIONS TO LOCAL COMMUNITY CHARITIES IN ANY PART OF THE COUNTRY.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds decreased from £38.2 million to £37.7 million due to a net expenditure of £491,840, driven by a significant increase in charitable grants to £4.3 million. Per the trustees' report, the charity relies on donations from the Medlock family and investment income, with investment assets valued at approximately £42 million.
What the accounts disclose
“The Trustees intend to maintain the target of an average of £2m in donations per annum.” — page 5
“D J Medlock is also a Trustee for The Somerset Masonic Charity. Grants totalling £NIL (2024: £10,000) were awarded to The Somerset Masonic Charity.” — page 29
“During the year, donated services and facilities were received by the Medlock family companies. The Trustees have estimated the use of buildings, utilities and staff costs at £13,153 (2024: £NIL).” — page 29
“D J Medlock is also a Trustee for The Somerset Masonic Charity. Grants totalling £NIL (2024: £10,000) were awarded to The Somerset Masonic Charity.” — page 29
“During the year, donated services and facilities were received by the Medlock family companies. The Trustees have estimated the use of buildings, utilities and staff costs at £13,153 (2024: £NIL).” — page 29
Leadership, per the charity’s website
- David Medlock — Chair
Structured financials (annual return, FY ending 31/07/2025)
Trustees
- DAVID JOHN MEDLOCKchair
- MARK TIMOTHY GOODMAN
- PETER JOHN MEDLOCK
- Rebecca Kupa
- STEVEN J MEDLOCK
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/07/2025 | £1.1m | £4.6m |
| 31/07/2024 | £1.3m | £2.0m |
| 31/07/2023 | £2.0m | £1.4m |
| 31/07/2022 | £1.5m | £4.2m |
| 31/07/2021 | £1.9m | £2.3m |
Common questions
Is THE MEDLOCK CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds decreased from £38.2 million to £37.7 million due to a net expenditure of £491,840, driven by a significant increase in charitable grants to £4.3 million. Per the trustees' report, the charity relies on donations from the Medlock family and investment income, with investment assets valued at approximately £42 million. Its FY2025 accounts were audited by O'Sullivan Hughes Audit Limited.
Who funds THE MEDLOCK CHARITABLE TRUST?
Funders whose own accounts filings name THE MEDLOCK CHARITABLE TRUST as a grant recipient include UNSEEN (UK).
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| UNSEEN (UK) | FY2025 | £20k | General |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SHULEM B. ASSOCIATION LIMITED | 1 | £391k |
| E AND E KERNKRAUT CHARITIES LIMITED | 1 | £199k |
| WISEHEIGHTS LIMITED | 1 | £115k |
| GERSON BERGER ASSOCIATION LIMITED | 1 | £76k |
| MOUNDFIELD CHARITIES LIMITED | 1 | £76k |
| YBP LIMITED | 1 | £66k |
| SHAAREI RACHAMIM LIMITED | 1 | £60k |
| TRUEDENE CO LIMITED | 1 | £30k |
Charities like this
- THE LOCKWOOD CHARITABLE FOUNDATION
- AL - MEDINA TRUST
- DONATING CHARITY LIMITED
- THE COLES-MEDLOCK FOUNDATION
- MASON MEDICAL RESEARCH TRUST
- VYOEL MOSHE CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE MEDLOCK CHARITABLE TRUST | £1.1m | — | 0 | unclear | — | no doubt |
| THE LOCKWOOD CHARITABLE FOUNDATION | £2.8m | — | 0 | unclear | — | no doubt |
| AL - MEDINA TRUST | £177k | — | 0 | above | — | no doubt |
| DONATING CHARITY LIMITED | £1.9m | — | 0 | unclear | — | no doubt |
| THE COLES-MEDLOCK FOUNDATION | £480k | — | 0 | above | — | no doubt |
| MASON MEDICAL RESEARCH TRUST | £310k | — | 0 | unclear | — | no doubt |