THE PRIMROSE TRUST

Registered charity 800049 · accounts filings on the Charity Commission register

The principle objectives of the Trust are to make donations and grants to such charitable institutions or authorities in such a manner as the Trustees may in their absolute discretion think fit

Objects

FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES MAY DETERMINE, HAVING REGARD TO THE DIRECTIONS OF THE SETTLOR DURING HIS LIFETIME. FOR FURTHER DETAILS, SEE TRUST DEED.

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 · Animals · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Cardiff, Wales (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £5,037,358.90, a decrease from the previous year's £5,213,093.35 due to a net outgoing of £175,734.45. The charity's investment portfolio, valued at £4,733,825, generated sufficient income to cover grants and administrative costs, though expenditure exceeded incoming resources for the year. The trustees confirm the charity is well-placed to manage its business successfully and continue on a going concern basis.

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

What the accounts disclose

Accounts independently examined (not a full audit). 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.

• 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 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.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 2 were received after the due date: year ending 05/04/2024 (received 06/02/2025, 1 day after the 05/02/2025 due date); year ending 05/04/2023 (received 25/03/2024, 49 days after the 05/02/2024 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

• MALCOLM GORDON CLARK
• SUSAN MARIE BOYES-KORKIS

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

Operates in: Throughout England And Wales

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 G M MORRISON CHARITABLE TRUST.

• G M MORRISON CHARITABLE TRUST income £384k
• THE PRIORY FOUNDATION income £160k
• THE ROTHES CHARITABLE TRUST income £148k
• THE PROCLAMATION TRUST income £1.6m
• BDO CHARITABLE TRUST income £50k
• THE FORT TRUST income £29k

Side by side with its peers

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