KELLY TRUST (CREDITON)

Charity overview
Activities - how the charity spends its money
Relief of hardship and distress for persons over the age of 55 and living in Crediton. Other allied relief in line with the will of John Alan Kelly (Died 13 March 1995).
Income and expenditure
Data for financial year ending 31 December 2023
People

12 Trustee(s)
5 Volunteer(s)
Employees with total benefits over £60,000
No employees have total benefits over £60k for this charityFundraising
Trading
Trustee payments
What, who, how, where
- The Advancement Of Health Or Saving Of Lives
- Disability
- The Prevention Or Relief Of Poverty
- Accommodation/housing
- Elderly/old People
- People With Disabilities
- Other Charities Or Voluntary Bodies
- Makes Grants To Individuals
- Makes Grants To Organisations
- Provides Other Finance
- Provides Human Resources
- Provides Buildings/facilities/open Space
- Provides Services
- Devon
Governance
- 06 November 2006: Standard registration
No other names
- Financial Conduct Authority
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
12 Trustee(s)
Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||||||||
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Rosemary Cheriton | Chair | 11 October 2016 |
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Dr Stephen Miller | Trustee | 09 July 2024 |
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Rupert Edmund Geering | Trustee | 10 October 2023 |
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HENRY MOWBRAY PARKER | Trustee | 11 October 2022 |
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WILLIAM JOHN CROOKE | Trustee | 10 April 2018 |
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DAVID BRASSINGTON | Trustee | 10 October 2017 |
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ERNEST JOHN HEARD | Trustee | 08 April 2014 |
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GEORGE JOHN MORTIMER | Trustee | 16 August 2011 |
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COLIN MICHAEL CLARK | Trustee |
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CHRIS NICHOLL | Trustee |
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MR JO WARD | Trustee |
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ANDREW ALBERT WHITE | Trustee |
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Financial history
Financial period end date
Income / Expenditure | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | ||
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Total gross income | £35.93k | £35.01k | £36.14k | £41.54k | £42.08k | |
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Total expenditure | £74.76k | £15.40k | £21.83k | £27.74k | £58.91k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | N/A |
Accounts and annual returns
Title | Reporting year | Date received | Received | Download |
---|---|---|---|---|
Annual return | 31 December 2023 | 16 October 2024 | On Time | |
Accounts and TAR | 31 December 2023 | 28 October 2024 | On Time | Download Open in new window |
Annual return | 31 December 2022 | 12 October 2023 | On Time | |
Accounts and TAR | 31 December 2022 | 13 October 2023 | On Time | Download Open in new window |
Annual return | 31 December 2021 | 17 October 2022 | On Time | |
Accounts and TAR | 31 December 2021 | 21 October 2022 | On Time | Download Open in new window |
Annual return | 31 December 2020 | 10 October 2021 | On Time | |
Accounts and TAR | 31 December 2020 | 22 October 2021 | On Time | Download Open in new window |
Annual return | 31 December 2019 | 21 October 2020 | On Time | |
Accounts and TAR | 31 December 2019 | 23 October 2020 | On Time | Download Open in new window |
Governing document
It is not the full text of the charity's governing document.
WILL DATED 21 DECEMBER 1994
Charitable objects
FOR THE PERIOD OF 50 YEARS FROM THE DATE OF MY DEATH (THE INITIAL TRUST PERIOD) TO RELIEVE IN CASES OF NEED HARDSHIP OR DISTRESS PERSONS WHO ARE RESIDENT OR LOCATED IN THE URBAN DISTRICT AND RURAL DISTRICT OF CREDITON IN THE COUNTY OF DEVON WITH PARTICULAR REFERENCE TO THE WELFARE HOUSING AND COMFORT OF SINGLE PERSONS AND MARRIED COUPLES OVER THE AGE OF 55 LIVING IN THEIR OWN ACCOMMODATION AND ALSO WITH PARTICULAR REFERENCE TO THE WELFARE HOUSING AND COMFORT OF PERSONS OF ANY AGE WHO ARE CHRONICALLY SICK OR DISABLED PROVIDED ALWAYS THAT IF THE SAID OBJECT IS NOT CHARITABLE OR CANNOT BE ATTAINED OR BECOMES IMPOSSIBLE OF PERFORMANCE ITS PLACE SHALL BE TAKEN BY SUCH CHARITABLE PURPOSES AS SHALL IN THE OPINION OF THE GOVERNORS APPROXIMATE AS NEARLY AS PRACTICABLE TO SUCH OBJECT.
Area of benefit
URBAN DISTRICT AND RURAL DISTRICT OF CREDITON IN THE COUNTY OF DEVON
Contact information
- Address:
-
Downes House
Downes
Crediton
Devon
EX17 3LP
- Phone:
- 01363774017
- Email:
- No information available
- Website:
-
No information available
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