THE PATRICK TRUST

Charity number: 213849
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity makes grants/donations to other charities registered with the Charity Commission as per the above categories. Please note that the charity will ONLY consider other charities based in the West Midlands. Any other area in the UK is considered outside the scope of the charity. Please do not expend charity resources if you fall outside these geographical areas or fail to meet criteria.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £245,428
Total expenditure: £192,334

People

7 Trustee(s)

Employees with total benefits over £60,000

No information available

One or more of the employees were formerly trustees

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
  • Education/training
  • Disability
  • The Prevention Or Relief Of Poverty
  • Arts/culture/heritage/science
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Birmingham City
  • Coventry City
  • Solihull
  • Warwickshire
  • Worcestershire

Governance

Registration history:
  • 12 February 1963: 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:
  • 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
  • Trustee conflicts of interest 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Simon Jeremy Smart Trustee 01 November 2024
None on record
Camilla Joan Smart Trustee 01 November 2024
None on record
JULIAN ANDREW PRITCHARD Trustee 20 March 2020
The Friends of the Brandwood End Cemetery
Received: On time
Amanda Jane Pillinger Trustee 10 December 2018
None on record
Laura Louise Pritchard Trustee 10 December 2018
None on record
HEATHER PATRICIA COLE Trustee
None on record
WILLIAM BOND-WILLIAMS BSC Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £228.56k £110.01k £3.66m £347.45k £245.43k
Total expenditure £848.76k £86.63k £440.06k £229.78k £192.33k
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
Income - Donations and legacies N/A N/A £2.96m N/A N/A
Income - Other trading activities N/A N/A £0 N/A N/A
Income - Charitable activities N/A N/A £0 N/A N/A
Income - Endowments N/A N/A £0 N/A N/A
Income - Investment N/A N/A £708.41k N/A N/A
Income - Other N/A N/A £0 N/A N/A
Income - Legacies N/A N/A £2.96m N/A N/A
Expenditure - Charitable activities N/A N/A £440.06k N/A N/A
Expenditure - Raising funds N/A N/A £0 N/A N/A
Expenditure - Governance N/A N/A £7.20k N/A N/A
Expenditure - Grants institution N/A N/A £122.99k N/A N/A
Expenditure - Investment management N/A N/A £0 N/A N/A
Expenditure - Other N/A N/A £0 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 05 April 2024 13 August 2024 On Time
Accounts and TAR 05 April 2024 13 August 2024 On Time Download Open in new window
Annual return 05 April 2023 29 January 2024 On Time
Accounts and TAR 05 April 2023 29 January 2024 On Time Download Open in new window
Annual return 05 April 2022 03 February 2023 On Time
Accounts and TAR 05 April 2022 03 February 2023 On Time Download Open in new window
Annual return 05 April 2021 21 September 2021 On Time
Accounts and TAR 05 April 2021 21 September 2021 On Time Download Open in new window
Annual return 05 April 2020 29 September 2020 On Time
Accounts and TAR 05 April 2020 29 September 2020 On Time Download Open in new window
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 THE 11TH AUGUST 1962

Charitable objects

FOR CHARITABLE PURPOSES OR FOR CHARITABLE ORGANISTATIONS, INSTITUTIONS OR TRUSTS TO BE APPLIED FOR CHARITABLE PURPOSES ONLY.

Area of benefit

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

NOT DEFINED

Contact information

Address:
THE PATRICK TRUST
THE LAKESIDE CENTRE
180 LIFFORD LANE
BIRMINGHAM
B30 3NU
Phone:
01214863399
Email:
thepatricktrust@aol.com
Website:

thepatricktrust.org.uk