Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

No conflicts policy: -1
Dynamic board: +3

No supporters identified

Overall GiG Score: 2

FRED PENDLEBURY TRUST LEGACY

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.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/10/23	£36	£30	£7	n/a	n/a	n/a	n/a	n/a
31/10/22	£35	£32	£3	n/a	n/a	n/a	n/a	n/a
31/10/21	£35	£31	£4	n/a	n/a	n/a	n/a	n/a
31/10/20	£34	£23	£11	n/a	n/a	n/a	n/a	n/a
31/10/19	£34	£32	£2	n/a	n/a	n/a	n/a	n/a
31/10/18	£33	£38	£-4	£0	£0	£0	n/a	0
31/10/17	£33	£47	£-15	£0	£0	£0	n/a	0
31/10/16	£33	£32	£1	£0	£0	£0	n/a	0
31/10/15	£32	£27	£5	£0	£0	£0	n/a	0
31/10/14	£26	£39	£-13	£0	£0	£0	n/a	0
31/10/13	£82	£89	£-7	£0	£0	£0	n/a	0
31/10/12	£248	£204	£44	£0	£0	£0	n/a	0
31/10/11	£66	£50	£17	£0	£0	£0	n/a	0
31/10/10	£55	£55	£0	£0	£0	£0	n/a	0
31/10/09	£71	£77	£-6	£0	£0	£0	n/a	0
31/10/08	£133	£128	£5	£0	£0	£0	n/a	0
31/10/07	£85	£78	£7	£0	£0	£0	n/a	0
31/10/06	£147	£133	£14	£0	£0	£0	n/a	0
31/10/05	£71	£139	£-68	£0	£0	£0	n/a	0
31/10/04	£20	£13	£6	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 59 years

svmtrusts@outlook.com

+447982452769

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Warrington,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ALAN JAMES ROGERS Appointed: 2023, Other trusteeships: SANKEY VALLEY METHODIST CIRCUIT, STOCKTON HEATH METHODIST CHURCH,

CLLR HELEN JAYNE DUTTON Appointed: 2023, Other trusteeship: STOCKTON HEATH FESTIVAL TRUST,

CLLR STEPHEN PATRICK WRIGHT Appointed: 2023, Other trusteeship: BOTELER EDUCATIONAL TRUST,

KENNETH LONG Appointed: 2020, Other trusteeships: THE JOHN AND ELIZA JANE JACKSON BEQUEST, SANKEY VALLEY METHODIST CIRCUIT,

REV MARK COLES Appointed: 2017, Other trusteeship: LYMM METHODIST CHURCH,

RICHARD VERRILL Appointed: 2016, Other trusteeships: SANKEY VALLEY METHODIST CIRCUIT, STOCKTON HEATH METHODIST CHURCH,

SUE RIGBY (Chair) Appointed: 2016, Other trusteeship: SANKEY VALLEY METHODIST CIRCUIT,

Legal constitution

Charity registered in England & Wales on 18/08/1965, number: 242863

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; all on time

Main office

The Olive Tree Community Centre
Penketh Methodist Church
Chapel Road
Penketh
WARRINGTON
WA5 2NB

Objectives

TO RELIEVE EITHER GENERALLY OR INDIVIDUALLY PERSONS OF 50 YEARS OF AGE OR OVER WHO WERE BORN OR ARE RESIDENT IN THE AREA OF BENEFIT AND WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS. (FOR FURTHER DETAILS SEE CLAUSE 19 OF THE SCHEME).

Defined Area of Benefit:

STOCKTON HEATH AND FORMER WARRINGTON COUNTY BOROUGH

Data Sources