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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.

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Activities & Mission

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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Country

Local Authority

Financial Information

Latest Income
£1,281,878
Latest Expenditure
£2,008,719

Financial Efficiency

Program Ratio 137.3%
% of income going directly to charitable activities

Higher than 97% of UK Education charities with income £1M to £10M (sample: 2063). How is this calculated?

Overall Efficiency 87.6%
% of expenditure going to programs (vs overhead)

Higher than 18% of UK Education charities with income £1M to £10M. How is this calculated?

Administrative Ratio 12.7%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 16% of UK Education charities with income £1M to £10M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £500,000
Charitable Activities £0
Other Trading £0
Investments £781,878
Other Income £0

Expenditure Categories

Charitable Expenditure £1,759,869
Raising Funds £248,850
Governance £6,546
Grants to Institutions £1,753,323
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£1,281,878
£2,008,719£1,759,869£38,177,233£38,177,2330 / 0
2023
£1,983,603
£1,412,617£1,154,681£36,045,746£36,045,7460 / 0
2022
£1,533,562
£4,154,803£3,883,530£35,549,873£35,549,8730 / 0
2021
£1,864,691
£2,295,955£2,105,289£41,517,468£41,517,4680 / 0
2020
£694,863
£1,667,668£1,549,517£34,336,541£34,336,5410 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The Medlock Charitable Trust

What does The Medlock Charitable Trust do?

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.

How much income did The Medlock Charitable Trust report in 2024?

The Medlock Charitable Trust reported total income of £1.28m and reported expenditure of £2.01m for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

How efficient is The Medlock Charitable Trust?

The Medlock Charitable Trust has a program ratio of 137.3%, meaning that share of its income goes directly to charitable activities. This is higher than 97% of UK Education charities with income £1M to £10M (sample of 2063 charities). See our methodology for how this is calculated.

When was The Medlock Charitable Trust registered as a charity?

The Medlock Charitable Trust was registered with the Charity Commission for England and Wales on 10 October 1985 as charity number 326927. It has been registered for 41 years.

Who runs The Medlock Charitable Trust?

The Medlock Charitable Trust is governed by a board of 5 trustees. The chair of trustees is DAVID JOHN MEDLOCK. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Medlock Charitable Trust operate?

The Medlock Charitable Trust operates across 3 areas: India, Lincolnshire and Somerset.

Is The Medlock Charitable Trust a registered charity?

Yes — The Medlock Charitable Trust is a registered charity in England and Wales, charity number 326927.

Details

Address
Suite 4
St. George's Lodge
33 Oldfield Road
BATH
BA2 3NE
Registration Date
10 October 1985
Status
Registered

Registry Information

Organisation Number
326927
Charity Number
326927

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Trustees

MARK TIMOTHY GOODMAN
PETER JOHN MEDLOCK
Also governs 1 other charity
Rebecca Kupa
Also governs 1 other charity
STEVEN J MEDLOCK

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
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