THE PENNINGTON MELLOR MUNTHE CHARITY TRUST

Registered charity 283266 · accounts filings on the Charity Commission register · also known as PENNINGTON MELLOR MUNTHE CHARITY TRUST, THE PENNINGTON MELLOR CHARITY TRUST

The charity trust's objects are to protect and maintain, in perpetuity, two houses of historic interest - Southside House, Wimbledon and Hellens, Much Marcle and to make both houses available for educational and cultural activities to the local communities.

Objects

(A) THE PRESERVATION, RESTORATION AND MAINTENANCE FOR THE BENEFIT OF THE PUBLIC OF HELLEN'S MUCH MARCLE AND THE CONTENTS THEREOF, ALONQ WITH SUCH OF THE FORMER CONTENTS OF SOUTHSIDE HOUSE, WIMBLEDON, BEING OF SIGNIFICANT ARTISTIC AND/OR HISTORIC VALUE, AS MAY REASONABLY BE ACCOMMODATED AND DISPLAYED AT HELLENS MUCH MARCLE; AND(B) THE USE OF THE SAID PROPERTY FOR THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC BY MEANS WHICH ARE COMPATIBLE WITH MAINTENANCE OF THE PROPERTY FOR THE BENEFIT OF THE PUBLIC AND IN KEEPING WITH ITS HISTORIC NATURE.

Area of benefit: HEREFORDSHIRE

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 · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net income of £131,053 for the year ended 5 April 2025, a significant decrease from the previous year's surplus which included an exceptional gain on the sale of Southside House. The trustees maintain a reserves policy target of approximately six months of unrestricted charitable expenditure, noting that readily available cash balances of £408,667 are adequate to meet this requirement and cover support costs.

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

What the accounts disclose

Accounts audited by Kendall Wadley LLP. Discloses 5 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.

• Bullying and harassment policy and procedures
• Complaints 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
• Investment
• Paying staff
• Risk management
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

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.

Structured financials (annual return, FY ending 05/04/2025)

Reported reserves equal ~30.0 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (74% 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: 16.9% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

• Turi Benjamin Munthechair
• ANDREW KEAN
• Dr LINDSAY RAYMONDE CLIFFORD STAINTON
• EDWARD HENRY BONHAM-CARTER
• GABRIEL ALEXANDER MICHAEL WALSH · trustee of 2 other charities
• JOHN FREDERICK HARKNESS
• MARTIN DRURY · trustee of 2 other charities
• Patrick McIlroy
• Sandra Romito
• TOBIAS AXEL MUNTHE

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

Operates in: Herefordshire · Merton

Income and spending

Common questions