Registered charities in England and Wales
Data for financial year ending 31 July 2017
The Medlock Charitable Trust
- Tel: 01225428221
- St Georges 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
- The advancement of health or saving of lives
- Amateur sport
- 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:
* £4.1M investment gains(losses)
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
Charitable spending ratios
Ratios have to be put in context. They should be read in conjunction with the charity’s financial statements on which they’re based if they are to be interpreted correctly and sound conclusions drawn. For example the accounting rules affect what can be classed as income or expenditure. Where a charity which purchases land to further its objects the accounting rules do not permit including the purchase cost as charitable spending in its accounts. Instead it is ‘capitalised’ and shown on the balance sheet. Similarly a charity that receives an endowment it can’t spend may have a lower percentage of charitable spending as a proportion of income in the year of receipt as compared to the previous year as a result. Ratios may also be affected by the way a charity operates. For example, a charity which primarily generates income from investments may have lower cost of raising funds than one which employs fundraisers. A grant-making charity funding other charities to undertake an activity will have much lower staffing costs compared to a charity employing staff to perform that activity.
Charitable spending (including governance costs) as a percentage of income and endowments received by the charity in the reporting period. Does not include planned future spending.
Costs incurred in generating income as a proportion of total income and endowments received in the reporting period. May include spending to secure future funding.
The percentage of the charity’s total income retained for future use.
Accounts and trustees' annual report
(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 documentTRUST DEED DATED 1 JULY 1985, AS AMENDED BY DEED OF VARIATION 5 DECEMBER 1996
Safeguarding vulnerable beneficiaries
Conflicts of interest
Land And Property
This charity owns and/or leases land or property.
- 4 Trustees
- 0 Employees
- 0 Volunteers
|Trustee||Other trusteeships||Charity status|
|David John Medlock (Chair)||King Edward's School Bath||Up-to-date|
|St Alphege Lodge Benevolent Fund||Up-to-date|
|The Provincial Grand Lodge Of Somerset Benevolent Fund||Up-to-date|
|The Somerset Masonic Charity||Up-to-date|
|Jacqueline Mary Medlock||None on record|
|Mark Timothy Goodman||None on record|
|Peter John Medlock||The Coles-Medlock Foundation||Up-to-date|
Areas of operation
List of regions