Finance Score: -10

Governance Score: -3

Support Score: 0

Accounts overdue -5
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Only 3 Trustees: -2

No supporters identified

Overall GiG Score: -13

THE SIR FRANCIS PEMBERTON CHARITABLE TRUST

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

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
There are only 3 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/22		£35	£68	£-32	n/a	n/a	n/a	n/a	n/a
05/04/21		£301	£136	£165	n/a	n/a	n/a	n/a	n/a
05/04/20		£31	£39	£-7	n/a	n/a	n/a	n/a	n/a
05/04/19		£451	£828	£-377	n/a	n/a	n/a	n/a	n/a
05/04/18		£181	£18	£163	£0	£0	£0	n/a	0
05/04/17		£105	£25	£80	£0	£0	£0	n/a	0
05/04/16		£43	£40	£4	£0	£0	£0	n/a	0
05/04/15		£56	£43	£14	£0	£0	£0	n/a	0
05/04/14		£43	£46	£-3	£0	£0	£0	n/a	0
05/04/13	*	£43	£7	£36	£0	£0	£0	n/a	0
05/04/12	*	£18	£0	£18	£0	£0	£0	n/a	0
05/04/11	*	£4	£4	£0	£0	£0	£0	n/a	0
05/04/10	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
05/04/09	*	£6	£5	£1	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 16 years

jeremy@conosco.com

01223840840

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

DR FOAD ROUHANI Appointed: 2018

TANA PEMBERTON Appointed: 2023

JEREMY WINGATE PEMBERTON Appointed: 2012, Occupation: None, Other trusteeships: THE EVELYN TRUST, THE PEMBERTON FAMILY CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 18/09/2008, number: 1125953

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

14 returns made; AR13: 135 days late, AR12: 32 days late, AR11: 46 days late, AR10: 38 days late, AR09: 259 days late,

Main office

TRUMPINGTON ENTERPRISES LTD
MARIS LANE
TRUMPINGTON
CAMBRIDGE
CB2 9LE

Objectives

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.

Defined Area of Benefit:

UNDEFINED, IN PRACTICE LOCAL

Data Sources