FRED PENDLEBURY TRUST LEGACY

Registered charity 242863 · accounts filings on the Charity Commission register · also known as THE PENDLEBURY TRUST

Providing financial assistance for individuals, aged 50 and over, born or living in Warrington. Funding of some Warrington Community Groups who cater for people aged 50 and over.

Objects

TO RELIEVE EITHER GENERALLY OR INDIVIDUALLY PERSONS OF 50 YEARS OF AGE OR OVER WHO WERE BORN OR ARE RESIDENT IN THE AREA OF BENEFIT AND WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS. (FOR FURTHER DETAILS SEE CLAUSE 19 OF THE SCHEME).

Area of benefit: STOCKTON HEATH AND FORMER WARRINGTON COUNTY BOROUGH

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 · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the Trust meets its running costs and grant awards from investment interest, maintaining cash reserves between 3 and 6 months. The total investment portfolio was valued at £1,134,057.36, generating £35,753.23 in income for the year. The Trust reports no fundraising activities and confirms sufficient reserves to minimize financial risk.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 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.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries

Trustees · trustee networks

• Sue Rigbychair · trustee of 1 other charity
• ALAN JAMES ROGERS · trustee of 2 other charities
• Judith Carol Wheeler
• Kenneth Long · trustee of 1 other charity
• Rev Linda Ruth Bishop · trustee of 1 other charity
• Richard Verrill · trustee of 2 other charities

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

Operates in: Warrington

Income and spending

Common questions