Patrick Family Trust ANNUAL REPORT FOR THE FINANCIAL YEAR ENDING 31st MARCH 2022
Governance and Administration:
The Patrick Family Trust CIO (Charity Registration No.1180057) is a Charitable Incorporated Organisation whose principal address is 16 Devonshire Avenue, Beeston, Nottingham NG9 1BS, and which is regulated by a Constitution dated 24th September 2018.
The charity’s aims are to advance such charitable purposes for the public benefit, primarily but not exclusively in the UK and in Malawi and Ethiopia, as are exclusively charitable according to the laws of England and Wales as the trustees may from time to time determine, in particular, but not limited to
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[a] education and training,
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[b] overseas aid and disaster relief,
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[c] community development, and
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[d] support of marginalised people including prisoners, disabled and migrants.
The trustees throughout the year have been:
Dr John M Patrick [Founder; Chair] Mr Jonathan Patrick Mrs Janet Patrick [Founder] Mr Daniel Patrick Mr David Patrick Mr Joseph Patrick
The trustees have not met formally since the start of the COVID-pandemic, but have kept in touch informally.
Assets and Liabilities:
The charity holds no assets besides the funds in its NatWest bank accounts including an interest-earning Reserve Fund.
Reserves Policy:
We make grants and donations solely out of banked funds and do not commit beyond that limit. We incur minimal administrative costs and pay no salaries.
Activities during 2021-22:
The trustees have had regard to the guidance issued by the Charity Commission on public benefit.
In 2021-22 we made grants totalling £13,300 primarily to African countries and Afghanistan, and mostly for medical and humanitarian projects related to the current conflicts in Afghanistan and Ukraine.
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Signed on behalf of all the trustees : John M Patrick, Chair June 2022
Dated:
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Patrick Family Trust 1180057 CHARITY (OMMISSION FOR ENGLAND AND WALES Receipts and payments accounts CC16a For the period from 01-Apr-21 to 31-Mar~22 Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ A1 Receipts Donations reiVed Bank interest Fund-raising 11 A2 Asset and investment sales Sub total Total receipts Z. 11 A3 Payments Donations UK 500 500 Donations Overseas Project admin costs Project admin costs Office & banking costs UK Overseas Sub total A4 Asset and investment purchases Sub total Totalpayments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 13,299 416 416 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest £ Restricted Endowment funds funds to nearest £ to nearest £ Detsils B1 Cash funds Natwest Current account 28 Natwest Reserve account 388 Total cash funds 416 Signed by one or two trUstS on behalf of all the trustees Signature Print Name Date of ro al Dr J M Patrick Mrs Janet Patrick ZL Notes: No guarantee has been given by the CIO, where any potential liability under the guarantee is outstanding at the date of the statement of assets and liabilities by the CIO and which is secured by an express charge on any of the assets of the CIO. There is no debt outstanding at the date of the statement of assets and liabilities which is owed by the CIO and which is secured by an express charge on any of the assets of the CIO. Prepared: 20/06/2022 Page 1/1 Ongoing CC account sheets