THE COLES-MEDLOCK FOUNDATION

Charity number: 1132780
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE OBJECTS ARE THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY AND FINANCIAL HARDSHIPS IN THE UNITED KINGDOM AND ABROAD IN ANY PART OF THE WORLD.

Income and expenditure

Data for financial year ending 31 July 2024

Total income: £139,893
Total expenditure: £907,312

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
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 helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 18 November 2009: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DAVID MEDLOCK Chair
None on record
Steven Medlock Trustee 18 October 2024
None on record
Rebecca Kupa Trustee 18 October 2024
THE MEDLOCK CHARITABLE TRUST
Received: On time
PETER JOHN MEDLOCK Trustee 13 May 2015
THE MEDLOCK CHARITABLE TRUST
Received: On time
MARK GOODMAN Trustee
HINCKLEY AND DISTRICT MENCAP SOCIETY
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £376.18k £292.73k £293.98k £312.65k £139.89k
Total expenditure £344.01k £579.08k £862.45k £1.05m £907.31k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 July 2024 10 April 2025 On time
Accounts and TAR 31 July 2024 10 April 2025 On time
Annual return 31 July 2023 31 May 2024 On time
Accounts and TAR 31 July 2023 31 May 2024 On time
Annual return 31 July 2022 22 May 2023 On time
Accounts and TAR 31 July 2022 30 May 2023 On time
Annual return 31 July 2021 27 January 2022 On time
Accounts and TAR 31 July 2021 27 January 2022 On time
Annual return 31 July 2020 24 May 2021 On time
Accounts and TAR 31 July 2020 31 May 2021 On time
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 8 JULY 2009 AS AMENDED 15 OCTOBER 2009

Charitable objects

THE OBJECTS ARE THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIPS IN THE UNITED KINGDOM AND ABROAD IN ANY PART OF THE WORLD. THE TRUSTEES SHALL STAND POSSESSED OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME THEREOF AND ALSO SO MUCH OF THE CAPITAL OF THE TRUST FUND AS THE TRUSTEES MAY AT THEIR ABSOLUTE DISCRETION DETERMINE FROM TIME TO TIME IN FURTHERANCE AND PURSUANCE OF THE OBJECTS AND IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES MAY FROM TIME TO TIME AT THEIR ABSOLUTE DISCRETION DETERMINE.

Area of benefit

The area the charity can operate in, as set out in its governing document.

THE UNITED KINGDOM AND ABROAD

Contact information

Address:
SUITE 4
ST GEORGE'S LODGE
33 OLDFIELD ROAD
BATH
BA2 3NE
Phone:
01225946226
Email:
charities@chatleigh.com
Website:

https://www.coles-medlock.org/ Open in new window