PENGERSICK HISTORIC & EDUCATION TRUST
Advancement of heritage by preserving of Pengersick Castle for the public benefit, maintaining and enhancing The Castle its associated buildings, historic contents and surrounding grounds. Providing for the education of the public in the historic heritage of The Castle: restoring the gardens; and extending by purchasing adjoining buildings and/or land formerly part of The Castle.
Objects
THE CHARITY'S OBJECTS ('OBJECTS') ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:1.1 THE ADVANCEMENT OF HERITAGE BY THE PRESERVATION OF PENGERSICK CASTLE, PRAA SANDS, PENZANCE, CORNWALL ('THE CASTLE') AND ITS SURROUNDING GROUNDS FOR THE PUBLIC BENEFIT, INCLUDING (WITHOUT LIMITATION) CONTRIBUTING TO OR MEETING IN FULL THE COST OF PRESERVING, MAINTAINING AND ENHANCING THE CASTLE AND ITS ASSOCIATED BUILDINGS, ITS HISTORIC CONTENTS AND THE SURROUNDING GROUNDS, INCLUDING ANY FUTURE ACQUISITIONS UNDERTAKEN TO FACILITATE OR FURTHER THE OBJECTS; AND1.2 TO PROVIDE FOR THE EDUCATION OF THE PUBLIC, INCLUDING CHILDREN VISITING THE CASTLE, IN THE HISTORIC HERITAGE OF THE CASTLE; IN PARTICULAR (BUT WITHOUT LIMITATION): -1.2.1 TO RESTORE FOR SUCH PURPOSES THE GARDENS WITHIN THE GROUNDS OF THE CASTLE; AND1.2.2 TO EXTEND THESE GROUNDS BY PURCHASING ADJOINING BUILDINGS AND/OR LAND FORMERLY PART OF THE CASTLE.
Financial health, per its FY2025 accounts
The accounts state that the charity generated a net income of £59,724 for the period, resulting in total unrestricted funds of £939,261. The trustees' report indicates that income from weddings and private events supported ongoing maintenance, and the charity holds a minimum of one year's basic running costs in reserves. There are no disclosed liabilities or material uncertainties affecting the charity's financial position.
What the accounts disclose
“Our policy is to keep a minimum of one year’s basic running cost to the side, to fall back on if needed.” — page 6
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/04/2025
- Volunteers: 14
Self-declared on the annual return for the financial year ending 30/04/2024
- Volunteers: 14
Self-declared on the annual return for the financial year ending 30/04/2023
- Volunteers: 12
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 4 were received after the due date: year ending 30/04/2024 (received 04/02/2026, 341 days after the 28/02/2025 due date); year ending 30/04/2023 (received 04/02/2026, 706 days after the 29/02/2024 due date); year ending 30/04/2022 (received 03/02/2026, 1071 days after the 28/02/2023 due date); year ending 30/04/2021 (received 02/12/2025, 1373 days after the 28/02/2022 due date).
Property (HM Land Registry)
Register events
- Received assets from another charity (04/10/2013)
- Received assets from another charity (27/10/2011)
Trustees
- MR J P HODGETTSchair
- MR S M TUCKER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/04/2025 | £108k | £99k |
| 30/04/2024 | £127k | £76k |
| 30/04/2023 | £106k | £63k |
| 30/04/2022 | £64k | £45k |
| 30/04/2021 | £38k | £29k |
Common questions
Is PENGERSICK HISTORIC & EDUCATION TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a net income of £59,724 for the period, resulting in total unrestricted funds of £939,261. The trustees' report indicates that income from weddings and private events supported ongoing maintenance, and the charity holds a minimum of one year's basic running costs in reserves. There are no disclosed liabilities or material uncertainties affecting the charity's financial position. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 29/01/2004 | £5k | "The Award Will Be Used To Buy Display Equipment For A Historical Exhibition At Pengersick Castle. Display Cabinet £2559, Graphic Panel£123" |
| The National Lottery Heritage Fund | 05/11/2001 | £3k | "The Trust, based at Pengersick Castle, will use the award to provide a computerised office resource to use for educational purposes." |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE PADDLE STEAMER PRESERVATION SOCIETY | 1 | £240k |
Charities like this
- THE PICTON CASTLE TRUST
- ARUNDEL CASTLE TRUSTEES LIMITED
- POCKLINGTON DISTRICT HERITAGE TRUST
- PEMBROKE CASTLE TRUST
- PADDLE STEAMER KINGSWEAR CASTLE TRUST LIMITED
- THE HISTORIC TOWNS TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| PENGERSICK HISTORIC & EDUCATION TRUST | £108k | — | 0 | unclear | — | no doubt |
| THE PICTON CASTLE TRUST | £557k | — | 0 | unclear | — | no doubt |
| ARUNDEL CASTLE TRUSTEES LIMITED | £5.9m | £100,001 - £110,000 | — | unclear | — | no doubt |
| POCKLINGTON DISTRICT HERITAGE TRUST | £42k | — | 0 | unclear | — | no doubt |
| PEMBROKE CASTLE TRUST | £1.5m | — | 0 | above | — | no doubt |
| PADDLE STEAMER KINGSWEAR CASTLE TRUST LIMITED | £64k | — | 0 | unclear | — | no doubt |