THE SIR FRANCIS PEMBERTON CHARITABLE TRUST

Charity number: 1125953
Charity reporting is up to date (9 days late)

Charity overview

Activities - how the charity spends its money

The charity uses the donations it receives to make grants to other charitable organisations for medical, education and sport purposes.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £38,882
Total expenditure: £43,884

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Arts/culture/heritage/science
  • Amateur Sport
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 18 September 2008: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Tana Pemberton Trustee 01 May 2023
None on record
Dr FOAD ROUHANI Trustee 14 March 2018
None on record
JEREMY WINGATE PEMBERTON Trustee 15 October 2012
THE PEMBERTON FAMILY CHARITABLE TRUST
Received: On time
THE EVELYN TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £31.27k £300.94k £35.37k £39.17k £38.88k
Total expenditure £38.67k £136.41k £67.71k £32.81k £43.88k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2024 14 February 2025 9 days late
Accounts and TAR 05 April 2024 14 February 2025 9 days late Download Open in new window
Annual return 05 April 2023 03 February 2025 364 days late
Accounts and TAR 05 April 2023 03 February 2025 364 days late Download Open in new window
Annual return 05 April 2022 30 January 2023 On Time
Accounts and TAR 05 April 2022 30 January 2023 On Time Download Open in new window
Annual return 05 April 2021 10 January 2022 On Time
Accounts and TAR 05 April 2021 10 January 2022 On Time Download Open in new window
Annual return 05 April 2020 27 January 2021 On Time
Accounts and TAR 05 April 2020 27 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED MADE 15 NOVEMBER 2007

Charitable objects

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH A MANNER TO, OR FOR THE BENEFIT OF, SUCH MEDICAL OBJECTS AND PURPOSES IN THE WIDEST SENSE (PROVIDED THAT SUCH OBJECTS AND PURPOSES ARE EXCLUSIVELY CHARITABLE) AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT. THE TRUSTEES MAY IN THEIR DISCRETION, FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED, INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR, ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME, AND THE RESULTING INCOME, IN ANY AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITOL OF THE CHARITY, WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME AN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.

Area of benefit

The area the charity can operate in, as set out in its governing document.

UNDEFINED, IN PRACTICE LOCAL

Contact information

Address:
TRUMPINGTON ENTERPRISES LTD
MARIS LANE
TRUMPINGTON
CAMBRIDGE
CB2 9LE
Phone:
01223840840
Email:
jeremy@conosco.com
Website:

No information available