The Medlock Charitable Trust

Analysis

The Medlock Charitable Trust is a registered charity in England and Wales, based in Bath. It was registered in October 1985, 41 years ago. Its declared purposes cover general charitable purposes, education/training, the advancement of health or saving of lives and disability, which this site groups under health and saving lives. Legally it is a charitable trust. It says it makes grants to organisations, provides buildings/facilities/open space and sponsors or undertakes research.

In the financial year ending July 2025, The Medlock Charitable Trust reported income of £1.1m and spending of £4.6m, spending 403% of what it took in. Across the 5 years on record, from July 2021 to July 2025, income fell from £1.9m to £1.1m (-38%), an average of -11% a year. The sharpest change came in the year to July 2024, when income dropped by 35%. Over the whole period it spent 186% of the income it received.

Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, The Medlock Charitable Trust sits at the 90th percentile: it is larger than about 90% of them. Against every charity in England and Wales with reported income it ranks in the 94th percentile. Charities of a similar size with the same main cause include Relationships Coventry & Warwickshire (£1.1m), British Society for Gynaecological Endoscopy Trust (£1.1m) and Cancer Awareness Trust (£1.1m).

In its latest detailed accounts, income came from investments 77% and donations and legacies 23%. Charitable activities took 94% of spending and raising funds 6.1%. Grants to other organisations totalled £4.3m.