FRED PENDLEBURY TRUST LEGACY
Charity number: 242863
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Providing financial assistance for individuals, aged 50 and over, born or living in Warrington. Funding of some Warrington Community Groups who cater for people aged 50 and over.
Income and expenditure
Data for financial year ending 31 October 2024
Total income: £35,587
Total expenditure: £32,432
People
6 Trustee(s)
Employees with total benefits over £60,000
No employees have total benefits over £60k for this charityFundraising
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
Who the charity helps:
- Elderly/old People
- People With Disabilities
- Other Defined Groups
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
Where the charity operates:
- Warrington
Governance
Registration history:
- 18 August 1965: Standard registration
Organisation type:
Other
Other names:
- THE PENDLEBURY TRUST (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Risk management
- Safeguarding vulnerable beneficiaries
Land and property:
This charity does not own and/or lease 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
6 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Sue Rigby | Chair | 19 January 2016 |
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| Cllr Wendy Johnson | Trustee | 01 July 2024 |
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| ALAN JAMES ROGERS | Trustee | 21 March 2023 |
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| Kenneth Long | Trustee | 29 July 2020 |
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| REV Mark Coles | Trustee | 17 January 2017 |
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| Richard Verrill | Trustee | 19 January 2016 |
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Financial history
Financial period end date
| Income / Expenditure | 31/10/2020 | 31/10/2021 | 31/10/2022 | 31/10/2023 | 31/10/2024 | ||
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Total gross income | £34.26k | £34.61k | £34.70k | £36.44k | £35.59k | |
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Total expenditure | £23.04k | £31.02k | £31.99k | £29.83k | £32.43k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 31 October 2024 | 13 March 2025 | On Time | |
| Accounts and TAR | 31 October 2024 | 13 March 2025 | On Time | Download Open in new window |
| Annual return | 31 October 2023 | 11 April 2024 | On Time | |
| Accounts and TAR | 31 October 2023 | 11 April 2024 | On Time | Download Open in new window |
| Annual return | 31 October 2022 | 31 January 2023 | On Time | |
| Accounts and TAR | 31 October 2022 | 31 January 2023 | On Time | Download Open in new window |
| Annual return | 31 October 2021 | 24 February 2022 | On Time | |
| Accounts and TAR | 31 October 2021 | 24 February 2022 | On Time | Download Open in new window |
| Annual return | 31 October 2020 | 28 January 2021 | On Time | |
| Accounts and TAR | 31 October 2020 | 28 January 2021 | On Time | Download Open in new window |