THE MEDLOCK CHARITABLE TRUST

Registered charity 326927 · accounts filings on the Charity Commission register

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.

Objects

(A) TO MAKE DONATIONS TO OTHER REGISTERED CHARITABLE TRUSTS; (B) TO MAKE DONATIONS TO UNIVERSITIES OR OTHER ESTABLISHMENTS FOR EDUCATIONAL PURPOSES; AND (C) TO MAKE DONATIONS TO LOCAL COMMUNITY CHARITIES IN ANY PART OF THE COUNTRY.

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: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · Accommodation/housing · Arts/culture/heritage/science · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Bath and North East Somerset, South West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The charity holds unrestricted reserves of £37,685,393, which the trustees consider sufficient to continue as a going concern. The charity reported a net expenditure of £491,840 for the year, largely offset by net gains on investments of £2,984,520. The charity relies on donations from the Medlock family companies and investment income to fund its charitable grants.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by O'Sullivan Hughes Audit 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.

• Bullying and harassment policy and procedures
• Campaigns and political activity policy and procedures
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

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.

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

Leadership, per the charity’s website

• David Medlock — Chair (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Structured financials (annual return, FY ending 31/07/2025)

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Investments (77% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 24.5% of total income — in the top quarter for charities its size (median 5.3%) (benchmarks).

Trustees · trustee networks

• DAVID JOHN MEDLOCKchair · trustee of 3 other charities
• MARK TIMOTHY GOODMAN
• PETER JOHN MEDLOCK · trustee of 1 other charity
• Rebecca Kupa · trustee of 1 other charity
• STEVEN J MEDLOCK

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

Operates in: India · Lincolnshire · Somerset

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

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 MELOW CHARITABLE TRUST.

• THE MELOW CHARITABLE TRUST income £1.2m
• M O CHARITABLE TRUST income £146k
• THE LEONARD CHADWICK CHARITABLE TRUST income £47k
• M I CHARITABLE TRUST income £21k
• D L M CHARITABLE TRUST income £198k
• MEDINA CHARITABLE TRUST income £134k

Side by side with its peers

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