THE PEMBERTON-BARNES TRUST

Registered charity 1177423 · accounts filings on the Charity Commission register

The charity provides funds for certain UK charities named in the will of Emily Ann Pemberton-Barnes (who died in 1943) or since substituted under certain powers.

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Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted general funds of £1,379,341 and endowment funds of £8,358,790, resulting in total net assets of £9,738,131. Per the trustees' report, the trust relies on income from diversified investment funds and property rentals to fund its grants, with trustees considering cash resources sufficient for at least 12 months.

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

What the accounts disclose

Accounts audited by Sayer Vincent LLP. Discloses 4 of 6 completeness components.

Property (HM Land Registry)

2 registered titles 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.

Structured financials (annual return, FY ending 31/03/2021)

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 7.0 months; benchmarks).

Per its annual return, largest income source: Investments (92% 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: 20.2% of total income — in the top quarter for charities its size (median 2.9%) (benchmarks).

Register events

• Received assets from another charity (12/03/2019) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Bridget Cass · trustee of 1 other charity
• Ian Ogilvie McBryde
• John Stephenson
• Simon Males
• Victoria Margery Joanna Muir · trustee of 1 other charity

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with ROBERT BRUCE BARNES CHARITABLE TRUST.

• ROBERT BRUCE BARNES CHARITABLE TRUST income £134k
• LORD BARNBY'S FOUNDATION income £321k
• The Barnes Fund income £811k
• MRS EM BATES TRUST income £409k
• BARNES PRIMARY SCHOOL PARENTS, TEACHERS AND FRIENDS ASSOCIATION income £147k
• THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, BARNES income £698k

Side by side with its peers

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