The Penhale Society LTD

Also known as: The Abbeyfield Morecambe and Heysham Society Ltd

The charity welcomes requests for Grants from individuals & organisations situated or operating in the Morecambe and Heysham area (based in the LA3 or LA4 postcode).

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Activities & Mission

The charity welcomes requests for Grants from individuals & organisations situated or operating in the Morecambe and Heysham area (based in the LA3 or LA4 postcode).

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Lancashire

Financial Information

Latest Income

£17,050

Latest Expenditure

£102,648

Financial Efficiency

Program Ratio 24.8%

% of income going directly to charitable activities

Overall Efficiency 100.0%

% of expenditure going to programs (vs overhead)

Administrative Ratio 0.0%

Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £2,000

Charitable Activities £1,049

Other Trading £0

Investments £784

Other Income £629,732

Expenditure Categories

Charitable Expenditure £157,355

Raising Funds £0

Governance £0

Grants to Institutions £0

Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial Year	Income	Expenditure	Charitable Spending	Net Assets	Reserves	Staff
2025	£17,050	£102,648				0 / 0
2024	£10,981	£23,987				0 / 0
2023	£633,565	£157,355	£157,355	£803,283	£0	5 / 0
2022	£33,363	£152,790				0 / 0
2021	£55,566	£173,921				0 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The Penhale Society LTD

What does The Penhale Society LTD do?

The charity welcomes requests for Grants from individuals & organisations situated or operating in the Morecambe and Heysham area (based in the LA3 or LA4 postcode).

How much income did The Penhale Society LTD report in 2025?

The Penhale Society LTD reported total income of £17k and reported expenditure of £103k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was The Penhale Society LTD registered as a charity?

The Penhale Society LTD was registered with the Charity Commission for England and Wales on 22 April 1963 as charity number 223438. It has been registered for 63 years.

Who runs The Penhale Society LTD?

The Penhale Society LTD is governed by a board of 5 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Penhale Society LTD operate?

The Penhale Society LTD operates in Lancashire, as recorded in its Charity Commission filing.

Is The Penhale Society LTD a registered charity?

Yes — The Penhale Society LTD is a registered charity in England and Wales, charity number 223438.