EARLE'S RETREAT

Charity number: 204123
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Almshouse with individual flats where elderly people can live independently.

Income and expenditure

Data for financial year ending 05 February 2024

Total income: £162,224
Total expenditure: £137,284

People

7 Trustee(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

What the charity does:
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Cornwall

Governance

Registration history:
  • 13 March 1962: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Homes England
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Paul Hobson Chair 19 September 2017
POINT QUAY ASSOCIATION
Received: On time
POINT AND PENPOLL CIO
Recently registered
Ian Arthur Symonds Trustee 15 November 2023
None on record
PHILIP HAGGAR Trustee 26 January 2023
MSAIL
Received: On time
Anne Rosemary Tredget Trustee 19 May 2021
None on record
Barrie Lukey Trustee 17 January 2017
None on record
Martin Winchester Trustee 21 January 2014
None on record
HAZEL CLAIRE EVANS Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/02/2020 05/02/2021 05/02/2022 05/02/2023 05/02/2024
Total gross income £125.53k £98.35k £98.79k £135.42k £162.22k
Total expenditure £73.70k £71.86k £70.16k £111.83k £137.28k
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 05 February 2024 18 November 2024 On Time
Accounts and TAR 05 February 2024 18 November 2024 On Time Download Open in new window
Annual return 05 February 2023 22 January 2024 48 days late
Accounts and TAR 05 February 2023 22 January 2024 48 days late Download Open in new window
Annual return 05 February 2022 01 December 2022 On Time
Accounts and TAR 05 February 2022 01 December 2022 On Time Download Open in new window
Annual return 05 February 2021 23 November 2021 On Time
Accounts and TAR 05 February 2021 23 November 2021 On Time Download Open in new window
Annual return 05 February 2020 05 December 2020 On Time
Accounts and TAR 05 February 2020 05 December 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.

SCHEME DATED 26TH SEPTEMBER 1958. U.R. 250 P. 461, AS AMENDED BY SCHEME DATED 27 AUGUST 2003 AS AMENDED ON 20 MAR 2018

Charitable objects

ALMSHOUSES FOR THE BENEFIT OF POOR PERSONS OF NOT LESS THAN 55 YEARS OF AGE OF GOOD CHARACTER.

Area of benefit

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

THE PARISHES OF FALMOUTH, BUDDOCK, PENRHYN, MAWNAN AND MYLOR.

Contact information

Address:
Earle's Retreat
Trelawney Road
Falmouth
Cornwall
TR11 3NG
Phone:
01326 316087
Email:
earlesretreatclerk@gmail.com
Website:

No information available