THE PENN TRUST

Charity Number: 230731
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

General charitable purposes

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £13,746
Total expenditure: £10,806

People

5 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:
  • General Charitable Purposes
  • Accommodation/housing
  • Environment/conservation/heritage
Who the charity helps:
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Buckinghamshire
  • Hertfordshire
  • Oxfordshire

Governance

Registration history:
  • 21 September 1964: Standard registration
  • 08 May 2001: Removed (Amalgamated)
  • 08 May 2001: Funds transferred to
Organisation type:
Other
Other names:
  • PENN PENNSYLVANIA FELLOWSHIP (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Investing charity funds 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MADALYN ROKER Trustee 17 November 2022
PENN & TYLERS GREEN RESIDENTS SOCIETY
Received: On time
RUTH POCOCK Trustee 18 August 2013
FORTY GREEN COMMUNITY HALL TRUST
Charity reporting is overdue by 146 days
THE PARISH ROOMS
Received: On time
PENN & TYLERS GREEN RESIDENTS SOCIETY
Received: On time
MILES SAVILE GREEN Trustee
None on record
PETER ARNOLD HALL Trustee
None on record
THE EARL HOWE Trustee
THE FRIENDS OF LITTLE MISSENDEN FESTIVAL
Received: 97 days late
PENN STREET VILLAGE HALL
Received: On time
FRIENDS AND PATRONS OF BUCKINGHAMSHIRE COUNTY MUSEUM
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £12.23k £12.51k £13.69k £13.18k £13.75k
Total expenditure £3.32k £13.34k £8.49k £11.86k £10.81k
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 2025 20 June 2025 On Time
Accounts and TAR 05 April 2025 Not Required
Annual return 05 April 2024 01 November 2024 On Time
Accounts and TAR 05 April 2024 Not Required
Annual return 05 April 2023 31 January 2024 On Time
Accounts and TAR 05 April 2023 Not Required
Annual return 05 April 2022 03 February 2023 On Time
Accounts and TAR 05 April 2022 Not Required
Annual return 05 April 2021 04 December 2021 On Time
Accounts and TAR 05 April 2021 Not Required
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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.

SCHEME OF THE CHARITY COMMISSIONERS DATED 10 APRIL 2001. as amended on 17 Nov 2022

Charitable objects

(1) THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES; (2) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE; (3) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF BENEFICIARIES AS THE TRUSTEES DECIDE; AND (4) SUCH CHARITABLE PURPOSES AS THE TRUSTEES DECIDE.

Area of benefit

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

PENN AND ELSEWHERE.

Linked charities

Linked charities
Linked charity 230731-1 THE CURZON - HOWE FUND
Governing document
TRUST DEED DATED 12 MAY 1964
Charitable objects
MAINTENANCE OF ALMSHOUSES AND THE PURPOSES SET OUT IN THE PENN PENNSYLVANIA FELLOWSHIP TRUST DEED.
Area of benefit
PENN AND ELSEWHERE
Registration history
  • 21 September 1964 : Standard registration
  • 08 May 2001 : Removed
  • 08 May 2001 : Asset transfer out

Contact information

Address:
Ash Cottage
Beacon Hill
Penn
HIGH WYCOMBE
Buckinghamshire
HP10 8NH
Phone:
01494819162
Email:
thepenntrust@hotmail.com
Website:

No information available