FENWICK CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 4 February 1992
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £388,299
Latest expenditure: £567,054
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Thompson Jenner Llp, 28 Alexandra Terrace, EXMOUTH, Devon, EX8 1BD

02 Activities

What the charity does

The preservation, protection and improvement of any listed buildings and any other property of national, historical, architectural, artistic or scientific interest; and the encourgement of access to and the study of the same.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 9 December 2025
Date Accounts Received: 9 December 2025
Total Gross Income: £388,299
Total Gross Expenditure: £567,054

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 8 October 2024
Date Accounts Received: 8 October 2024
Total Gross Income: £245,502
Total Gross Expenditure: £392,530

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 18 December 2023
Date Accounts Received: 18 December 2023
Total Gross Income: £190,451
Total Gross Expenditure: £182,790

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 14 February 2023
Date Accounts Received: 14 February 2023
Total Gross Income: £188,047
Total Gross Expenditure: £148,488

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 19 January 2023
Date Accounts Received: 25 January 2023
Total Gross Income: £226,679
Total Gross Expenditure: £188,314

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 9 December 2025
Total Gross Income: £388,299
Total Gross Expenditure: £567,054
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 13

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 8 October 2024
Total Gross Income: £245,502
Total Gross Expenditure: £392,530
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 18 December 2023
Total Gross Income: £190,451
Total Gross Expenditure: £182,790
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £19,103
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 14 February 2023
Total Gross Income: £188,047
Total Gross Expenditure: £148,488
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2
Income From Government Grants: £16,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 19 January 2023
Total Gross Income: £226,679
Total Gross Expenditure: £188,314
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £4
Income From Government Grants: £41,500
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 8

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Devon
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

07 Official extract

Charity Event History

Charity Name: FENWICK CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1992-02-04T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 5 SEPTEMBER 1991 AS AMENDED BY SUPPLEMENTAL DEED DATED 12 MAY 2006
Charitable Objects: SUCH CHARITABLE PURPOSES AS THE TRUSTEES THINK IT, IN PARTICULAR:A) THE PRESERVATION CONSERVATION AND RESTORATION FOR THE BENEFIT OF THE PUBLIC OF:I) BUILDINGS GARDENS AND THEIR SURROUNDING LAND WHICH ARE OF HISTORIC OR ARCHITECTURAL IMPORTANCEII) FURNITURE, PAINTINGS AND OTHER DOMESTIC FURNISHINGS AND ORNAMENTS THAT ARE OF HISTORIC IMPORTANCE OR ARTISTIC MERITIII) LAND THAT IS WORTHY OF CONSERVATION BY REASON OF ITS HISTORIC OR SCIENTIFIC IMPORTANCE OR NATURAL BEAUTY B) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN HISTORY AND TOPOGRAPHY IN SUCH WAYS AS THE TRUSTEES THINK FIT, INCLUDING, BUT NOT EXCLUSIVELY, BY THE ESTABLISHMENT MAINTENANCE AND DISPLAY OF AN ARCHIVE OF MATERIALS RELATING TO BUILDINGS, GARDENS AND LANDSCAPES OF HISTORIC, SCIENTIFIC OR ARCHITECTURAL IMPORTANCEC) THE PROVISION OF LAND FOR BURIALS AND THE UPKEEP AND MAINTENANCE OF BURIAL GROUNDS
Area Of Benefit: IN PRACTICE DEVON AND NORTHUMBERLAND

09 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investment

Policy Name: Risk management

Policy Name: Safeguarding policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Volunteer management

Policy Name: Internal risk management policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints handling