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 

- [a] education and training, 

- [b] overseas aid and disaster relief, 

- [c] community development, and 

- [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 re￿iVed
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 trUst￿S 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
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Ongoing CC account sheets