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THE PENDERELS TRUST LIMITED

Registered charity 1073513 · accounts filings on the Charity Commission register · also known as PENDERELS TRUST

Support disabled people, carers and older people to live independently in the community, and to participate in that community.

Causes: Disability · website · Get email alerts

Latest income
£9.5m
Latest spending
£7.7m
Registered
1999
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net surplus of £1,724,761 for the year ended 31 March 2025, driven by unrestricted income from services and investment returns. Per the trustees' report, unrestricted reserves stood at £7,774,267, which exceeds the stated policy target of six months' operating costs plus redundancy and legal costs. The trustees confirmed that adequate resources exist to continue operations for the foreseeable future with no material uncertainties identified.

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

What the accounts disclose

Employees paid over £60,000: 1
“One employee received emoluments of more than £60,000 during the year (2024 1).” — page 36
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: six months operating costs plus an additional fund to cover redundancy costs for all staff plus legal costs associated with winding up of the company (held: £7.8m)
“It was agreed that the level of unrestricted funds kept should be set at a minimum level of six months operating costs plus an additional fund to cover redundancy costs for all staff plus legal costs associated with winding up of the company.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Armstrongs, Chartered Accountants and Statutory Auditors. Discloses 5 of 6 completeness components.

What the charity says about itself (2024/25)

From its own voluntary annual review / impact report — the charity’s account of its work, distinct from the statutory accounts analysed above.

The charity states it supported 16,005 individuals through various services in the reported year.
“16,005 – the number of individuals we have supported this year through direct payments, payroll services, appointeeships, and money management programmes.”
The charity reports having over 4,000 customers using its My View online payroll system.
“Our online payroll system, My View, is one example of this, with over 4000 payroll customers now accessing their information digitally.”
The charity provides appointeeship services to more than 3,000 people.
“We have continued to develop those services we offer, particularly in the realm of financial support and appointeeships, now providing this service to more than 3,000 people across the country.”

Property (HM Land Registry)

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

Public profiles (found on the charity’s own website): facebook

Structured financials (annual return, FY ending 31/03/2025)

Total income
£9.5m
Total spending
£7.7m
Reserves (reported)
£7.8m
Employees
217

Reported reserves equal ~12.0 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (76% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£9.5m£7.7m
31/03/2024£9.1m£7.1m
31/03/2023£6.5m£6.1m
31/03/2022£5.8m£5.4m
31/03/2021£5.4m£4.8m

Common questions

Is THE PENDERELS TRUST LIMITED financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net surplus of £1,724,761 for the year ended 31 March 2025, driven by unrestricted income from services and investment returns. Per the trustees' report, unrestricted reserves stood at £7,774,267, which exceeds the stated policy target of six months' operating costs plus redundancy and legal costs. The trustees confirmed that adequate resources exist to continue operations for the foreseeable future with no material uncertainties identified. Its FY2025 accounts were audited by Armstrongs, Chartered Accountants and Statutory Auditors.

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.

FunderSimilar charities fundedAmount to them
SKIPTON BUILDING SOCIETY CHARITABLE FOUNDATION2£4k
THE A M FENTON TRUST2£4k
MOONDANCE FOUNDATION1£524k
THE ALBERT GUBAY CHARITABLE FOUNDATION1£374k
THE FIDELITY UK FOUNDATION1£276k
THE RAYNE FOUNDATION1£240k
THE MERCERS CHARITABLE FOUNDATION1£92k
THE HEALTH FOUNDATION1£87k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with FAMILY CARE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE PENDERELS TRUST LIMITED£9.5m—1above—no doubt
FAMILY CARE TRUST FY2025£4.2m—0unclear—no doubt
DISABILITY CORNWALL AND THE ISLES OF SCILLY FY2025£2.5m——unclear—no doubt
STRODE PARK FOUNDATION FOR PEOPLE WITH DISABILITIES FY2025£13.0m——unclear45.0%no doubt
IMAGINE ACT AND SUCCEED FY2025£12.1m——above—no doubt
THE CARNINGLI TRUST FY2024£1.9m——above—no doubt

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