PENGERSICK HISTORIC & EDUCATION TRUST

Registered charity 1143625 · accounts filings on the Charity Commission register · also known as NONE

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.

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

Causes: Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · website · Get email alerts

Registered contact address: Cornwall, South West, England (from the postcode on the register)

Latest income
£108k
Latest spending
£99k
Registered
2011
Accounts read
FY2025

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.

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

What the accounts disclose

Reserves policy: one year’s basic running cost (reserves figure: £939k)
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 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.

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.

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

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, 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).

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.

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.

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

Register events

Trustees · trustee networks

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

Operates in: Cornwall

Income and spending

Financial year endIncomeSpending
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

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Heritage Fund29/01/2004£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 Fund05/11/2001£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

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
THE PADDLE STEAMER PRESERVATION SOCIETY1£240k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PICTON CASTLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
PENGERSICK HISTORIC & EDUCATION TRUST£108k—0unclear—no doubt
THE PICTON CASTLE TRUST FY2025£557k—0unclear—no doubt
ARUNDEL CASTLE TRUSTEES LIMITED FY2025£5.9m£100,001 - £110,000—unclear—no doubt
POCKLINGTON DISTRICT HERITAGE TRUST FY2025£42k—0unclear—no doubt
PEMBROKE CASTLE TRUST FY2025£1.5m—0above—no doubt
PADDLE STEAMER KINGSWEAR CASTLE TRUST LIMITED FY2025£64k—0unclear—no doubt

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