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personal assurance charitable trust

The charity supports other defined groups. Personal Assurance Charitable Trust is a registered charity whose purpose is general charitable purposes. It delivers its work by making grants to individuals. The charity is based in Milton Keynes and operates in England And Wales and Kenya.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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Activities & Mission

The object of the charity is to make donations to registered charities and non-charitable bodies from funds supplied by Personal Assurance Plc. There are no restrictions on the type of donations that can be made although preference will be given to recommendations made by policyholders of Personal Assurance Plc and employees of Personal Group Holdings Plc.

Fundraising

See where Personal Assurance Charitable Trust is active and find local fundraising opportunities.

Financial Information

Latest Income
£100,000
Latest Expenditure
£97,800

Financial Efficiency

Overall Efficiency 97.8%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 97.8%
Expenditure as % of income

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£100,000£97,8000 / 0
2023£100,676£124,7610 / 0
2022£79,251£152,2150 / 0
2021£169,926£115,2870 / 0
2020£75,000£106,4120 / 0

Staff column shows: Employees / Volunteers

Details

Address
Personal Group Holdings
John Ormond House
899 Silbury Boulevard
MILTON KEYNES
MK9 3XL
Registration Date
1 July 1993
Status
Registered

Registry Information

Organisation Number
1023274
Charity Number
1023274

Trustees

Sarah Mace
Justine Woolf
Hywel Phillips