THE PELL CHARITABLE TRUST

Registered charity 1135398 · accounts filings on the Charity Commission register

The objects of the Trust are to further such objects or purposes which are exclusively charitable according to the law of England and Wales in any part of the world and in such manner as the Trustees may in their absolute discretion think fit

Objects

1 TO FURTHER SUCH OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES IN ANY PART OF THE WORLD AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.2 THE TRUSTEES SHALL APPLY THE INCOME AND, IN THEIR ABSOLUTE DISCRETION, THE CAPITAL OF THE TRUST IN PROMOTING THE OBJECTS IN SUCH MANNER AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT AND IN DOING SO MAY MAKE GRANTS AND DONATIONS TO SUCH INSTITUTIONS, FOUNDATIONS, TRUSTS, INDIVIDUALS AND UNDERTAKINGS, AT SUCH TIME, AND IN SUCH MANNER AND OF SUCH AMOUNT AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.

Area of benefit: UNDEFINED. IN PRACTICE, NATIONAL.

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 · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Bristol, City of, South West, England (from the postcode on the register)

Financial health, per its FY2026 accounts

The accounts state that unrestricted reserves increased to £51,765 from £25,444 in the prior year, supported by significant investment income and sales. The charity maintains a policy of keeping free reserves available for future needs and contingencies, while holding substantial endowment investments valued at £1,486,870. No funds were in deficit at the end of the reporting period.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Financial Conduct Authority. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

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
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 2 were received after the due date: year ending 31/01/2024 (received 02/12/2024, 2 days after the 30/11/2024 due date); year ending 31/01/2022 (received 27/04/2023, 148 days after the 30/11/2022 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• GORDON FRANCIS PELL
• Ludlow Trust Company Ltd · trustee of 1 other charity
• MARIAN PRISCILLA PELL · trustee of 1 other charity
• Oliver David Pell
• Victoria Lundgren

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE CHARLES PEEL CHARITABLE TRUST.

• THE CHARLES PEEL CHARITABLE TRUST income £29k
• THE PELLY CHARITABLE TRUST CIO income £56k
• M I CHARITABLE TRUST income £21k
• THE SARAH AND PATRICK WILLS FOUNDATION income £55k
• POLDEN GOSPEL HALL TRUST income £559k
• A J BELL TRUST income £175k

Side by side with its peers

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