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the medlock charitable trust

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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.

Fundraising

See where The Medlock Charitable Trust is active and find local fundraising opportunities.

Local Authority

Country

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
Overall Efficiency 87.6%
% of expenditure going to programs (vs overhead)
Administrative Ratio 12.7%
Overhead (fundraising + governance) as % of total expenditure

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

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

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

Trustees

DAVID JOHN MEDLOCK
MARK TIMOTHY GOODMAN
PETER JOHN MEDLOCK
STEVEN J MEDLOCK
Rebecca Kupa

Sectors & Classifications