THE MEDLOCK CHARITABLE TRUST
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?
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 |
|---|---|---|
| UNSEEN (UK) | FY2025 | £20k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| E AND E KERNKRAUT CHARITIES LIMITED | 1 | £144k |
| MOUNDFIELD CHARITIES LIMITED | 1 | £76k |
| SHULEM B. ASSOCIATION LIMITED | 1 | £56k |
| SHAAREI RACHAMIM LIMITED | 1 | £40k |
| GERSON BERGER ASSOCIATION LIMITED | 1 | £33k |
| WISEHEIGHTS LIMITED | 1 | £25k |
| FOUNTAIN OF CHESSED LIMITED | 1 | £22k |
| THE TURING TRUST | 1 | £15k |