THE JAMES WILLIAM PEMBERTON TRUST
The object per the Will Trust Deed is to carry out works of benefit to the Parish Church of St Editha Tamworth including: furtherance of religious and other charitable work of the church; exceptional items of expenditure re restoration of the fabric of building or new construction work; assist the Council from time to time by way of loan at the absolute discretion of the Trustees
Financial health, per its FY2024 accounts
The accounts state that total reserves increased to £408,291, exceeding the Trustees' stated target of maintaining capital at approximately £300,000. The charity reported a deficit of £3,228 for the year, having expended £13,588 against incoming resources of £10,360. The Trustees confirm the accounts are prepared on a going concern basis with no material uncertainties identified.
What the accounts disclose
“As such, it maintains investments and property and the combined value is hoped to be maintained at a value of approximately £300,000 to produce an appropriate level of income.”
Trustees
- Rev Andrew Simon Lythallchair
- Briony Brookman
- Gwen Louise Wilkinson
- John Frederick Mulvey
- Stephen Kingsley Taylor
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £30k | £14k |
| 31/12/2023 | £17k | £5k |
| 31/12/2022 | £26k | £11k |
| 31/12/2021 | £15k | £7k |
| 31/12/2020 | £14k | £16k |
Common questions
Is THE JAMES WILLIAM PEMBERTON TRUST financially healthy?
Per its FY2024 accounts: The accounts state that total reserves increased to £408,291, exceeding the Trustees' stated target of maintaining capital at approximately £300,000. The charity reported a deficit of £3,228 for the year, having expended £13,588 against incoming resources of £10,360. The Trustees confirm the accounts are prepared on a going concern basis with no material uncertainties identified. Its FY2024 accounts were independently examined.