KELLY TRUST (CREDITON)

Charity Number: 1116644
Charity reporting is up to date (on time)

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

Total income: £42,076
Total expenditure: £58,906

People

12 Trustee(s)

5 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Devon

Governance

Registration history:
  • 06 November 2006: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
Policies:
  • 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
Land and property:
This charity owns and/or leases land or property

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
Rosemary Cheriton Chair 11 October 2016
CHURCH CORPORATION TRUST
Received: On time
CHARITY OF BENJAMIN WOOD CLEAVE
Received: On time
THE DUNN AND THOMAS FOUNDATION
Received: On time
BENJAMIN CLEAVE'S CHARITY
Received: On time
Dr Stephen Miller Trustee 09 July 2024
CHURCH CORPORATION TRUST
Received: On time
THE DUNN AND THOMAS FOUNDATION
Received: On time
BENJAMIN CLEAVE'S CHARITY
Received: On time
CHARITY OF BENJAMIN WOOD CLEAVE
Received: On time
Rupert Edmund Geering Trustee 10 October 2023
CHURCH CORPORATION TRUST
Received: On time
THE DUNN AND THOMAS FOUNDATION
Received: On time
BENJAMIN CLEAVE'S CHARITY
Received: On time
CHARITY OF BENJAMIN WOOD CLEAVE
Received: On time
HENRY MOWBRAY PARKER Trustee 11 October 2022
CHURCH CORPORATION TRUST
Received: On time
CHARITY OF BENJAMIN WOOD CLEAVE
Received: On time
BENJAMIN CLEAVE'S CHARITY
Received: On time
THE DUNN AND THOMAS FOUNDATION
Received: On time
WILLIAM JOHN CROOKE Trustee 10 April 2018
CHARITY OF BENJAMIN WOOD CLEAVE
Received: On time
THE DUNN AND THOMAS FOUNDATION
Received: On time
BENJAMIN CLEAVE'S CHARITY
Received: On time
CHURCH CORPORATION TRUST
Received: On time
SANDFORD RELIEF IN NEED CHARITY
Received: On time
DAVID BRASSINGTON Trustee 10 October 2017
CHARITY OF BENJAMIN WOOD CLEAVE
Received: On time
THE DUNN AND THOMAS FOUNDATION
Received: On time
BENJAMIN CLEAVE'S CHARITY
Received: On time
CHURCH CORPORATION TRUST
Received: On time
ERNEST JOHN HEARD Trustee 08 April 2014
CHARITY OF BENJAMIN WOOD CLEAVE
Received: On time
THE DUNN AND THOMAS FOUNDATION
Received: On time
BENJAMIN CLEAVE'S CHARITY
Received: On time
CHURCH CORPORATION TRUST
Received: On time
GEORGE JOHN MORTIMER Trustee 16 August 2011
CHARITY OF BENJAMIN WOOD CLEAVE
Received: On time
THE DUNN AND THOMAS FOUNDATION
Received: On time
BENJAMIN CLEAVE'S CHARITY
Received: On time
CHURCH CORPORATION TRUST
Received: On time
QE ACADEMY TRUST EDUCATIONAL FOUNDATION
Received: On time
COLIN MICHAEL CLARK Trustee
QE ACADEMY TRUST EDUCATIONAL FOUNDATION
Received: On time
CHURCH CORPORATION TRUST
Received: On time
CHARITY OF BENJAMIN WOOD CLEAVE
Received: On time
BENJAMIN CLEAVE'S CHARITY
Received: On time
THE DUNN AND THOMAS FOUNDATION
Received: On time
CHRIS NICHOLL Trustee
CHARITY OF BENJAMIN WOOD CLEAVE
Received: On time
BENJAMIN CLEAVE'S CHARITY
Received: On time
HAYWARDS EDUCATIONAL FOUNDATION
Received: On time
THE DUNN AND THOMAS FOUNDATION
Received: On time
CHURCH CORPORATION TRUST
Received: On time
MR JO WARD Trustee
CHARITY OF BENJAMIN WOOD CLEAVE
Received: On time
BENJAMIN CLEAVE'S CHARITY
Received: On time
THE DUNN AND THOMAS FOUNDATION
Received: On time
CHURCH CORPORATION TRUST
Received: On time
CREDITON PARISH CHURCH MUSIC ENDOWMENT FUND
Received: On time
ANDREW ALBERT WHITE Trustee
CHURCH CORPORATION TRUST
Received: On time
CREDITON RELIEF IN NEED CHARITY
Received: On time
CHARITY OF BENJAMIN WOOD CLEAVE
Received: On time
BENJAMIN CLEAVE'S CHARITY
Received: On time
THE DUNN AND THOMAS FOUNDATION
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £35.93k £35.01k £36.14k £41.54k £42.08k
Total expenditure £74.76k £15.40k £21.83k £27.74k £58.91k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
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
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
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

The area the charity can operate in, as set out in its governing document.

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