PENGERSICK HISTORIC & EDUCATION TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 1 September 2011
Removed: Not supplied
Company number supplied: 07610812
Financial period: 1 May 2024 – 30 April 2025
Latest income: £107,595
Latest expenditure: £99,075
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 23 Nansavallon Road, Truro, TR1 3JY

Website recorded by the regulator: www.pengersickcastle.org.uk (displayed as text)

02 Activities

What the charity does

Advancement of heritage by preserving of Pengersick Castle for the public benefit, maintaining and enhancing The Castle its associated buildings, historic contents and surrounding grounds. Providing for the education of the public in the historic heritage of The Castle: restoring the gardens; and extending by purchasing adjoining buildings and/or land formerly part of The Castle.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 May 2024
Fin Period End Date: 30 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 28 February 2026
Date Annual Return Received: 20 February 2026
Date Accounts Received: 20 February 2026
Total Gross Income: £107,595
Total Gross Expenditure: £99,075

Fin Period Start Date: 1 May 2023
Fin Period End Date: 30 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 28 February 2025
Date Annual Return Received: 4 February 2026
Date Accounts Received: 4 February 2026
Total Gross Income: £126,723
Total Gross Expenditure: £75,519

Fin Period Start Date: 1 May 2022
Fin Period End Date: 30 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 29 February 2024
Date Annual Return Received: 4 February 2026
Date Accounts Received: 4 February 2026
Total Gross Income: £105,646
Total Gross Expenditure: £63,394

Fin Period Start Date: 1 May 2021
Fin Period End Date: 30 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 28 February 2023
Date Annual Return Received: 3 February 2026
Date Accounts Received: 3 February 2026
Total Gross Income: £64,355
Total Gross Expenditure: £44,872

Fin Period Start Date: 1 May 2020
Fin Period End Date: 30 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 28 February 2022
Date Annual Return Received: 2 December 2025
Total Gross Income: £37,671
Total Gross Expenditure: £29,234

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 May 2024
Fin Period End Date: 30 April 2025
Ar Due Date: 28 February 2026
Ar Received Date: 20 February 2026
Total Gross Income: £107,595
Total Gross Expenditure: £99,075
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: 14

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 May 2023
Fin Period End Date: 30 April 2024
Ar Due Date: 28 February 2025
Ar Received Date: 4 February 2026
Total Gross Income: £126,723
Total Gross Expenditure: £75,519
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: 14

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 May 2022
Fin Period End Date: 30 April 2023
Ar Due Date: 29 February 2024
Ar Received Date: 4 February 2026
Total Gross Income: £105,646
Total Gross Expenditure: £63,394
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: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 May 2021
Fin Period End Date: 30 April 2022
Ar Due Date: 28 February 2023
Ar Received Date: 3 February 2026
Total Gross Income: £64,355
Total Gross Expenditure: £44,872
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Agreement Professional Fundraiser: No
Charity Commercial Participator: No
Charity Agreement Commerical Participator: No
Grant Making Is Main Activity: No
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: 11

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 May 2020
Fin Period End Date: 30 April 2021
Ar Due Date: 28 February 2022
Ar Received Date: 2 December 2025
Total Gross Income: £37,671
Total Gross Expenditure: £29,234
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Agreement Professional Fundraiser: No
Charity Commercial Participator: No
Charity Agreement Commerical Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
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: Cornwall
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

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

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

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

Classification Code: 102
Classification Type: What
Classification Description: Education/training

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

07 Official extract

Charity Event History

Charity Name: PENGERSICK HISTORIC & EDUCATION TRUST
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2013-10-04T00:00:00
Assoc Organisation Number: 3945270
Assoc Registered Charity Number: 1068179
Assoc Charity Name: PENGERSICK HISTORIC AND EDUCATION TRUST

Charity Name: PENGERSICK HISTORIC & EDUCATION TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2011-09-01T00:00:00

Charity Name: PENGERSICK HISTORIC & EDUCATION TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2011-10-27T00:00:00
Assoc Organisation Number: 3945270
Assoc Registered Charity Number: 1068179
Assoc Charity Name: PENGERSICK HISTORIC AND EDUCATION TRUST

08 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 20/04/2011AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22/10/2014
Charitable Objects: THE CHARITY'S OBJECTS ('OBJECTS') ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:1.1 THE ADVANCEMENT OF HERITAGE BY THE PRESERVATION OF PENGERSICK CASTLE, PRAA SANDS, PENZANCE, CORNWALL ('THE CASTLE') AND ITS SURROUNDING GROUNDS FOR THE PUBLIC BENEFIT, INCLUDING (WITHOUT LIMITATION) CONTRIBUTING TO OR MEETING IN FULL THE COST OF PRESERVING, MAINTAINING AND ENHANCING THE CASTLE AND ITS ASSOCIATED BUILDINGS, ITS HISTORIC CONTENTS AND THE SURROUNDING GROUNDS, INCLUDING ANY FUTURE ACQUISITIONS UNDERTAKEN TO FACILITATE OR FURTHER THE OBJECTS; AND1.2 TO PROVIDE FOR THE EDUCATION OF THE PUBLIC, INCLUDING CHILDREN VISITING THE CASTLE, IN THE HISTORIC HERITAGE OF THE CASTLE; IN PARTICULAR (BUT WITHOUT LIMITATION): -1.2.1 TO RESTORE FOR SUCH PURPOSES THE GARDENS WITHIN THE GROUNDS OF THE CASTLE; AND1.2.2 TO EXTEND THESE GROUNDS BY PURCHASING ADJOINING BUILDINGS AND/OR LAND FORMERLY PART OF THE CASTLE.

09 Official extract

Charity Other Names

Charity Name Id: 511014
Charity Name Type: Working name
Charity Name: NONE

10 Official extract

Charity Policy

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures