the present value trust

The charity supports children and young people, other charities or voluntary bodies, and the general public. The Present Value Trust is a registered charity whose purpose is general charitable purposes. It delivers its work by making grants to organisations. The charity is based in Hampshire and operates in England And Wales.

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

Activities & Mission

To make grants to charitable organisations.

Fundraising

See where The Present Value Trust is active and find local fundraising opportunities.

Region

England And Wales

Financial Information

Latest Income

£88,813

Latest Expenditure

£194,994

Financial Efficiency

Program Ratio 0.1%

% of income going directly to charitable activities

Overall Efficiency 100.0%

% of expenditure going to programs (vs overhead)

Administrative Ratio 100.0%

Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £6,500,000

Charitable Activities £0

Other Trading £0

Investments £3,587

Other Income £0

Expenditure Categories

Charitable Expenditure £6,247

Raising Funds £0

Governance £6,247

Grants to Institutions £0

Other Expenditure £0

Financial Trend

Annual Returns

Financial Year	Income	Expenditure	Charitable Spending	Net Assets	Reserves	Staff
2024	£88,813	£194,994				0 / 0
2023	£143,262	£11,035				0 / 0
2022	£120,704	£182,144				0 / 0
2021	£162,328	£147,149				0 / 0
2020	£6,503,587	£6,247	£6,247	£7,050,506	£7,050,506	0 / 0