CCEW Charity Commission profile

FRED PENDLEBURY TRUST LEGACY

Registered charity 242863 · organisation 242863

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
18 August 1965
Removed
Not supplied
Financial period
1 November 2024 – 31 October 2025
Latest income
£35,753
Latest expenditure
£35,004
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: The Olive Tree Community Centre, Penketh Methodist Church, Chapel Road, Penketh, WARRINGTON, WA5 2NB

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 November 2024
Fin Period End Date
31 October 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 August 2026
Date Annual Return Received
16 April 2026
Date Accounts Received
16 April 2026
Total Gross Income
£35,753
Total Gross Expenditure
£35,004
Fin Period Start Date
1 November 2023
Fin Period End Date
31 October 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 August 2025
Date Annual Return Received
13 March 2025
Date Accounts Received
13 March 2025
Total Gross Income
£35,587
Total Gross Expenditure
£32,432
Fin Period Start Date
1 November 2022
Fin Period End Date
31 October 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 August 2024
Date Annual Return Received
11 April 2024
Date Accounts Received
11 April 2024
Total Gross Income
£36,440
Total Gross Expenditure
£29,825
Fin Period Start Date
1 November 2021
Fin Period End Date
31 October 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 August 2023
Date Annual Return Received
31 January 2023
Date Accounts Received
31 January 2023
Total Gross Income
£34,698
Total Gross Expenditure
£31,992
Fin Period Start Date
1 November 2020
Fin Period End Date
31 October 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 August 2022
Date Annual Return Received
24 February 2022
Date Accounts Received
24 February 2022
Total Gross Income
£34,610
Total Gross Expenditure
£31,021

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 November 2024
Fin Period End Date
31 October 2025
Ar Due Date
31 August 2026
Ar Received Date
16 April 2026
Total Gross Income
£35,753
Total Gross Expenditure
£35,004
Grant Making Is Main Activity
Yes
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 November 2023
Fin Period End Date
31 October 2024
Ar Due Date
31 August 2025
Ar Received Date
13 March 2025
Total Gross Income
£35,587
Total Gross Expenditure
£32,432
Grant Making Is Main Activity
Yes
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 November 2022
Fin Period End Date
31 October 2023
Ar Due Date
31 August 2024
Ar Received Date
11 April 2024
Total Gross Income
£36,440
Total Gross Expenditure
£29,825
Grant Making Is Main Activity
Yes
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 November 2021
Fin Period End Date
31 October 2022
Ar Due Date
31 August 2023
Ar Received Date
31 January 2023
Total Gross Income
£34,698
Total Gross Expenditure
£31,992
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 November 2020
Fin Period End Date
31 October 2021
Ar Due Date
31 August 2022
Ar Received Date
24 February 2022
Total Gross Income
£34,610
Total Gross Expenditure
£31,021
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Warrington
Welsh Ind
No

06 Official extract

Charity Classification

Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations

07 Official extract

Charity Event History

Charity Name
FRED PENDLEBURY TRUST LEGACY
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1965-08-18T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
SCHEME OF THE 20 JULY 1977 AS AMENDED BY SCHEME DATED 23 SEPTEMBER 2004 AS AMENDED 5 JUNE 2007 & 26 JANUARY 2010AS AMENDED BY RESOLUTION DATED 16/07/2015 as amended on 06 Jul 2021 as amended on 23 Apr 2026 as amended on 23 Apr 2026 as amended on 23 Apr 2026 as amended on 23 Apr 2026 as amended on 23 Apr 2026
Charitable 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

09 Official extract

Charity Other Names

Charity Name Id
235056
Charity Name Type
Working name
Charity Name
THE PENDLEBURY TRUST

10 Official extract

Charity Policy

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