Finance Score: -5

Governance Score: -1

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Only 4 Trustees: -1

No supporters identified

Overall GiG Score: -6

THE COLES-MEDLOCK FOUNDATION

THE OBJECTS ARE THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY AND FINANCIAL HARDSHIPS IN THE UNITED KINGDOM AND ABROAD IN ANY PART OF THE WORLD.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Established: 14 years

https://www.coles-medlock.org/

charities@chatleigh.com

01225946226

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/07/22	£294	£862	£-568	n/a	n/a	n/a	n/a	n/a
31/07/21	£293	£579	£-286	n/a	n/a	n/a	n/a	n/a
31/07/20	£376	£344	£32	n/a	n/a	n/a	n/a	n/a
31/07/19	£375	£721	£-346	n/a	n/a	n/a	n/a	n/a
31/07/18	£571	£666	£-95	£0	£15,138	£15,138	272.8	0
31/07/17	£356	£796	£-440	£0	£0	£0	n/a	0
31/07/16	£1,729	£567	£1,162	£74	£13,474	£13,474	285.3	0
31/07/15	£225	£614	£-389	£0	£0	£0	n/a	0
31/07/14	£3,911	£588	£3,324	£4	£11,530	£11,530	235.4	0
31/07/13	£216	£352	£-136	£0	£0	£0	n/a	0
31/07/12	£2,380	£325	£2,055	£24	£7,294	£7,294	269	0
31/07/11	£3,278	£136	£3,142	£11	£5,436	£5,436	479.9	0
31/07/10	£2,260	£1	£2,259	£1	£2,259	£2,259	22588	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

DAVID MEDLOCK (Chair)

JACQUELINE MEDLOCK

MARK GOODMAN, Other trusteeship: HINCKLEY AND DISTRICT MENCAP SOCIETY,

PETER JOHN MEDLOCK Appointed: 2015, Other trusteeship: THE MEDLOCK CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 18/11/2009, number: 1132780

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

13 returns made; all on time

Main office

SUITE 4
ST GEORGE'S LODGE
33 OLDFIELD ROAD
BATH
BA2 3NE

Objectives

THE OBJECTS ARE THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIPS IN THE UNITED KINGDOM AND ABROAD IN ANY PART OF THE WORLD.THE TRUSTEES SHALL STAND POSSESSED OF THE TRUST FUND UPON TRUST TO APPLYTHE INCOME THEREOF AND ALSO SO MUCH OF THE CAPITAL OF THE TRUST FUND AS THE TRUSTEES MAY AT THEIR ABSOLUTE DISCRETION DETERMINE FROM TIME TO TIMEIN FURTHERANCE AND PURSUANCE OF THE OBJECTS AND IN SUCH PROPORTIONS AND INSUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES MAYFROM TIME TO TIME AT THEIR ABSOLUTE DISCRETION DETERMINE.

Defined Area of Benefit:

THE UNITED KINGDOM AND ABROAD

Data Sources