FENWICK CHARITABLE TRUST

Registered charity 1007957 · accounts filings on the Charity Commission register

The preservation, protection and improvement of any listed buildings and any other property of national, historical, architectural, artistic or scientific interest; and the encourgement of access to and the study of the same.

Objects

SUCH CHARITABLE PURPOSES AS THE TRUSTEES THINK IT, IN PARTICULAR:A) THE PRESERVATION CONSERVATION AND RESTORATION FOR THE BENEFIT OF THE PUBLIC OF:I) BUILDINGS GARDENS AND THEIR SURROUNDING LAND WHICH ARE OF HISTORIC OR ARCHITECTURAL IMPORTANCEII) FURNITURE, PAINTINGS AND OTHER DOMESTIC FURNISHINGS AND ORNAMENTS THAT ARE OF HISTORIC IMPORTANCE OR ARTISTIC MERITIII) LAND THAT IS WORTHY OF CONSERVATION BY REASON OF ITS HISTORIC OR SCIENTIFIC IMPORTANCE OR NATURAL BEAUTY B) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN HISTORY AND TOPOGRAPHY IN SUCH WAYS AS THE TRUSTEES THINK FIT, INCLUDING, BUT NOT EXCLUSIVELY, BY THE ESTABLISHMENT MAINTENANCE AND DISPLAY OF AN ARCHIVE OF MATERIALS RELATING TO BUILDINGS, GARDENS AND LANDSCAPES OF HISTORIC, SCIENTIFIC OR ARCHITECTURAL IMPORTANCEC) THE PROVISION OF LAND FOR BURIALS AND THE UPKEEP AND MAINTENANCE OF BURIAL GROUNDS

Area of benefit: IN PRACTICE DEVON AND NORTHUMBERLAND

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Arts/culture/heritage/science · Environment/conservation/heritage · Get email alerts

Latest income

£388k

Latest spending

£567k

Registered

1992

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity achieved an overall surplus of £285,141 for the year ended 31 March 2025, compared to a deficit in the previous year. Per the trustees' report, the charity is in good financial health, supported by a portfolio of stocks, shares, investment properties, and land, although free reserves were reported as a negative £46,742 at year-end.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £-47k)

“at the year end the level of free reserves was £(46,742) (2024: £19,993), however the Trust is currently negotiating the sale of one of the investment properties held and can realise funds from the investment portfolio to support free reserves when required.”

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The trust rents a property owned by Minerva SIPP and Shilstone (Devon) Limited at a commercial rate. During the year rent was paid to Shilstone (Devon) Limited of £39,157 (2024: £39,157).

“The trust rents a property owned by Minerva SIPP and Shilstone (Devon) Limited at a commercial rate. During the year rent was paid to Shilstone (Devon) Limited of £39,157 (2024: £39,157). Third party costs were settled by Shilstone (Devon) Limited on behalf of the charity totalling £77,781 (2024: £242,282). These costs are recharged to the Trust without margin. Shilstone (Devon) Limited charged the Trust for administrative wages in respect of employees undertaking work on behalf of the Trust. During the year the costs charged were £4,106 (2024: £6,756). These costs are recharged to the Trust without margin.” — page 31

“The trust receives rental income charged at a commercial rate for the company's use of a property owned by the trust. During the period rent of £17,400 (2024: £17,400) was charged. The trust received £7,281 (2024: £nil) of other income from the company.” — page 31

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The trust receives rental income charged at a commercial rate for the company's use of a property owned by the trust. During the period rent of £17,400 (2024: £17,400) was charged. The trust received £7,281 (2024: £nil) of other income from the company.

“The trust rents a property owned by Minerva SIPP and Shilstone (Devon) Limited at a commercial rate. During the year rent was paid to Shilstone (Devon) Limited of £39,157 (2024: £39,157). Third party costs were settled by Shilstone (Devon) Limited on behalf of the charity totalling £77,781 (2024: £242,282). These costs are recharged to the Trust without margin. Shilstone (Devon) Limited charged the Trust for administrative wages in respect of employees undertaking work on behalf of the Trust. During the year the costs charged were £4,106 (2024: £6,756). These costs are recharged to the Trust without margin.” — page 31

“The trust receives rental income charged at a commercial rate for the company's use of a property owned by the trust. During the period rent of £17,400 (2024: £17,400) was charged. The trust received £7,281 (2024: £nil) of other income from the company.” — page 31

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The Trust rents a property owned by Minerva SIPP and Shilstone (Devon) Limited at a commercial rate. During the year rent was paid to Minerva SIPP of £9,180 (2024: £9,180).

“The trust rents a property owned by Minerva SIPP and Shilstone (Devon) Limited at a commercial rate. During the year rent was paid to Shilstone (Devon) Limited of £39,157 (2024: £39,157). Third party costs were settled by Shilstone (Devon) Limited on behalf of the charity totalling £77,781 (2024: £242,282). These costs are recharged to the Trust without margin. Shilstone (Devon) Limited charged the Trust for administrative wages in respect of employees undertaking work on behalf of the Trust. During the year the costs charged were £4,106 (2024: £6,756). These costs are recharged to the Trust without margin.” — page 31

“The trust receives rental income charged at a commercial rate for the company's use of a property owned by the trust. During the period rent of £17,400 (2024: £17,400) was charged. The trust received £7,281 (2024: £nil) of other income from the company.” — page 31

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Edmund Fenwick (child of a Trustee) Charged the Trust for services provided during the period totalling £13,860 (2024: £9,885).

“The trust rents a property owned by Minerva SIPP and Shilstone (Devon) Limited at a commercial rate. During the year rent was paid to Shilstone (Devon) Limited of £39,157 (2024: £39,157). Third party costs were settled by Shilstone (Devon) Limited on behalf of the charity totalling £77,781 (2024: £242,282). These costs are recharged to the Trust without margin. Shilstone (Devon) Limited charged the Trust for administrative wages in respect of employees undertaking work on behalf of the Trust. During the year the costs charged were £4,106 (2024: £6,756). These costs are recharged to the Trust without margin.” — page 31

“The trust receives rental income charged at a commercial rate for the company's use of a property owned by the trust. During the period rent of £17,400 (2024: £17,400) was charged. The trust received £7,281 (2024: £nil) of other income from the company.” — page 31

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Lucy Fenwick (Wife of a Trustee) Charged the Trust for services provided during the period totalling £774 (2024: £nil).

“The trust rents a property owned by Minerva SIPP and Shilstone (Devon) Limited at a commercial rate. During the year rent was paid to Shilstone (Devon) Limited of £39,157 (2024: £39,157). Third party costs were settled by Shilstone (Devon) Limited on behalf of the charity totalling £77,781 (2024: £242,282). These costs are recharged to the Trust without margin. Shilstone (Devon) Limited charged the Trust for administrative wages in respect of employees undertaking work on behalf of the Trust. During the year the costs charged were £4,106 (2024: £6,756). These costs are recharged to the Trust without margin.” — page 31

“The trust receives rental income charged at a commercial rate for the company's use of a property owned by the trust. During the period rent of £17,400 (2024: £17,400) was charged. The trust received £7,281 (2024: £nil) of other income from the company.” — page 31

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Thompson Jenner LLP. Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

Anthony James Holland Mangnall
John Arthur Annesley Goodall FSA
SEBASTIAN EDMUND STEPHEN FENWICK

Trustee list from the Charity Commission register (current, not historical).

Operates in: Devon

Income and spending

Financial year end	Income	Spending
31/03/2025	£388k	£567k
31/03/2024	£246k	£393k
31/03/2023	£190k	£183k
31/03/2022	£188k	£148k
31/03/2021	£227k	£188k

Common questions

Is FENWICK CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity achieved an overall surplus of £285,141 for the year ended 31 March 2025, compared to a deficit in the previous year. Per the trustees' report, the charity is in good financial health, supported by a portfolio of stocks, shares, investment properties, and land, although free reserves were reported as a negative £46,742 at year-end. Its FY2025 accounts were audited by Thompson Jenner LLP.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
THE PILGRIM TRUST	2	£15k
KUSUMA TRUST UK	1	£523k
THE FIDELITY UK FOUNDATION	1	£400k
THE GEOFFREY WATLING CHARITY	1	£265k
THE LINBURY TRUST	1	£250k
THE FOYLE FOUNDATION	1	£200k
THE ARCHITECTURAL HERITAGE FUND	1	£43k
THE PAUL BASSHAM CHARITABLE TRUST	1	£11k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with NORTH CRAVEN BUILDING PRESERVATION TRUST.

NORTH CRAVEN BUILDING PRESERVATION TRUST income £1.1m
TYNE AND WEAR BUILDING PRESERVATION TRUST LIMITED income £1.1m
CHISWICK HOUSE AND GARDENS TRUST income £3.2m
THE FARRER FAMILY TRUST income £282k
THE NORWICH HISTORIC CHURCHES TRUST LIMITED income £321k
THE FITZWILLIAM WENTWORTH AMENITY TRUST income £2.1m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
FENWICK CHARITABLE TRUST	£388k	—	0	below	—	no doubt
NORTH CRAVEN BUILDING PRESERVATION TRUST FY2025	£1.1m	—	0	unclear	—	no doubt
TYNE AND WEAR BUILDING PRESERVATION TRUST LIMITED FY2025	£1.1m	—	0	unclear	—	no doubt
CHISWICK HOUSE AND GARDENS TRUST FY2025	£3.2m	—	—	unclear	—	no doubt
THE FARRER FAMILY TRUST FY2025	£282k	—	0	above	—	no doubt
THE NORWICH HISTORIC CHURCHES TRUST LIMITED FY2025	£321k	—	0	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.