skip to main content

Beta This is a prototype - your feedback will help us improve it

up-to-date

Data for financial year ending 31 July 2017

The Medlock Charitable Trust

  • Income

    £508.6K

  • Spending

    £1.3M

  • Status

    Up-to-date

Charity no. 326927

Contact details

Public address

  • St. George's Lodge, 33 Oldfield Road, Bath, BA2 3NE

Aims & activities

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.

What the charity does

  • General charitable purposes
  • Education/training
  • The advancement of health or saving of lives
  • Disability
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Amateur sport
  • Environment/conservation/heritage
  • Economic/community development/employment

Who the charity helps

  • Children/young people
  • Elderly/old people
  • People with disabilities
  • Other charities or voluntary bodies
  • The general public/mankind

How the charity works

  • Makes grants to organisations
  • Provides buildings/facilities/open space
  • Sponsors or undertakes research

Income and Endowments:

£508.6K

* £4.1M investment gains(losses)

Expenditure:

£1.3M

Assets and liabilities

  • £100.0K Own use assets
  • £34.7M Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £1.5M Other assets
  • £1.2M Total liabilities
Financial history
Compliance history

Charitable spending ratios

245%
15%
0%

Charitable objects

(A) TO MAKE DONATIONS TO OTHER REGISTERED CHARITABLE TRUSTS; (B) TO MAKE DONATIONS TO UNIVERSITIES OR OTHER ESTABLISHMENTS FOR EDUCATIONAL PURPOSES; AND (C) TO MAKE DONATIONS TO LOCAL COMMUNITY CHARITIES IN ANY PART OF THE COUNTRY.

Governing document

TRUST DEED DATED 1 JULY 1985, AS AMENDED BY DEED OF VARIATION 5 DECEMBER 1996

Organisation type

Standard registration

Policies

Risk management
Investment
Safeguarding vulnerable beneficiaries
Conflicts of interest

Land And Property

This charity owns and/or leases land or property.

Areas of operation

List of regions

  • Lincolnshire
  • Somerset