## **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 

- [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 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 {Gn￿S 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 - ￿r￿a$
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 Ofrne*p￿(PaY￿eftts)
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 R￿r¥• accourrt
3,332
3,356
12,899
Totsl ¢ash
83 Investment auot8
Eworth I￿￿tr￿p￿t Al*na98rn
Sig￿￿ by one ortsy) tru8te88 on t*h8Kgl
all Ihe trust885
Pnnt N•ne
O•ts of 8ppro¥al
Synatufe
r* J M
2815
26
Mr• Jan•t P•tslek