Patrick Family Trust
Report for April 2025 - March 2026; eighth year of operation
Governance and Administration:
The Patrick Family Trust (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 trust is managed by the founders in consultation with the other trustees. The trustees did not hold an AGM but indicated their approval of these Accounts and Report.
Assets & Liabilities and Reserves Policies:
The Trust holds its cash assets in a NatWest current account and a NatWest interest-earning Reserve Account. It also holds reserve funds invested with Epworth Investment Management Ltd, owned by the Methodist Church.
The Trust makes grants and donations solely out of banked funds and does not commit beyond that limit. We have incurred no administrative costs and paid no salaries during the year.
Activities during 2025-26:
The trustees continue to have regard to the guidance issued by the Charity Commission on public benefit.
The founding trustees donated a further £5000. Interest from bank and investment deposits provided income of £316. The Epworth Investment Climate Stewardship Fund is showing an annualised gain of 7%.
The Trust continued to make small grants/donations totalling £1600 during the year. £650 went to Nottingham charities [Emmanuel House, Betel and Home Farm Trust], £600 to our Prison Farm project in Malawi, and a further £350 to other charities operating in Africa including Christian Aid.
A summary of the Receipts & Payments accounts for the year 1/4/2025 to 31/3/2026 is attached.
Patrlck Famity Trust 1180057 (HARffY COMMISSIO FOR ENGLAND AND WAIE Receipts and payments accounts CC16a Forthv 01.Apr-25 3141ar.26 Section A Receip15 and payments Unrestricted fuThJ Rostrieted Endowrntrnt Total fund• Last y A1 RKeipt• Donations rec¢iv8d 5.000 316 Bank interesvdividends Sub total {GnS Ineom• forAR) 318 5,316 120 5.316 120 Total recei A3 Payments 5.316 120 Donations UK 650 950 650 950 50 1.6J 550 Donations - ra$ 2.493 Olfiee & banking costs Sub total A4 Asset and Investment purchas8S Epworth Investment Managers Sub total 55 1,655 3,043 1.000 1,000 Total payments 2,655 2,600 3.043 N•t Ofrnep(PaYeftts) A5 Transfers tween funds A6 Cosh fund$ last year end Cash funds thls ar •nd 2.861 2,661 2.923 696 3,619 696 3,356 3,356 Section B Statement of assets and liabilities at the end of the period Unre¥th¢t¢d frJnd¥ Catsgorles 81 Cash fund8 Resif1Cted Endowmeni lurmh Ivnd Natwèst Curnrrtaccounl 25 N•tW•8t Rr¥• accourrt 3,332 3,356 12,899 Totsl ¢ash 83 Investment auot8 Eworth Itrpt Alna98rn Sig by one ortsy) tru8te88 on th8Kgl all Ihe trust885 Pnnt N•ne O•ts of 8ppro¥al Synatufe r J M 2815 26 Mr• Jan•t P•tslek