Personal Assurance Charitable Trust

Analysis

Personal Assurance Charitable Trust is a registered charity in England and Wales, based in Milton Keynes. It was registered in July 1993, 33 years ago. Its declared purposes cover general charitable purposes, which this site groups under grant-making and general purposes. Legally it is a charitable trust. It says it makes grants to individuals and makes grants to organisations.

In the financial year ending December 2025, Personal Assurance Charitable Trust reported income of £120k and spending of £25k, leaving 79% of income unspent that year. Across the 5 years on record, from December 2021 to December 2025, income fell from £170k to £120k (-29%), an average of -8.3% a year. The sharpest change came in the year to December 2022, when income dropped by 53%. Over the whole period it spent 90% of the income it received.

Among 5,976 England and Wales charities whose main cause is grant-making and general purposes and that reported income, Personal Assurance Charitable Trust sits at the 82nd percentile: it is larger than about 82% of them. Against every charity in England and Wales with reported income it ranks in the 74th percentile. Charities of a similar size with the same main cause include The William Leech Foundation Limited - the Charity Trust (£120k), The Valiant Charitable Trust (£120k) and Downend Folk House Association (£119k).