BARTON UNDER NEEDWOOD AND DUNSTALL KEY TRUST

Charity Number: 217929
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To pay the minister of the church of St James 50p to preach a sermon on Good Friday. To pay 16% of the net income of the charity for the upkeep and maintenance of St James Church of Barton under Needwood. To give relief to persons of the parishes of Barton under Needwood and Dunstall who are in need, hardship or distress. To give for the general benefit of the inhabitants of the area of benefit

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £101,577
Total expenditure: £108,211

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:
  • General Charitable Purposes
  • Education/training
  • The Prevention Or Relief Of Poverty
  • Religious Activities
  • Arts/culture/heritage/science
  • Amateur Sport
  • Recreation
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Staffordshire

Governance

Registration history:
  • 25 July 1963: Standard registration
Organisation type:
Other
Other names:
  • CHARITY OF WILLIAM KEY (Previous name)
  • WILLIAM KEY (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
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
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JACQUELINE MARY JONES Chair 17 November 2011
HENRY WARFORD CHARITY (ESTATE TRUSTEES)
Received: On time
Simon William Clarke Trustee 09 May 2025
THE CLARKE CHARITABLE SETTLEMENT
Received: On time
Edward James Sharkey Trustee 11 August 2023
None on record
Samantha Jane Cowgill Trustee 12 May 2023
None on record
Raymond Lawrence Holder Trustee 10 February 2023
None on record
Jonathan Frazer Cunningham Trustee 11 February 2022
None on record
Brian Christopher Mole Trustee 11 February 2022
None on record
Rev Andrew Simpson Trustee 12 February 2021
None on record
Susanne Rosina Maria van Daesdonk Trustee 09 March 2018
None on record
Dr DAVID OBIEFUNA CHUKWUEMEKA OKOYE Trustee 17 November 2011
None on record

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 £111.07k £81.99k £95.36k £99.43k £101.58k
Total expenditure £76.01k £63.85k £61.21k £67.72k £108.21k
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 23 September 2024 On Time
Accounts and TAR 31 December 2023 23 September 2024 On Time Download Open in new window
Annual return 31 December 2022 24 July 2023 On Time
Accounts and TAR 31 December 2022 24 July 2023 On Time Download Open in new window
Annual return 31 December 2021 29 June 2022 On Time
Accounts and TAR 31 December 2021 29 June 2022 On Time Download Open in new window
Annual return 31 December 2020 25 May 2021 On Time
Accounts and TAR 31 December 2020 25 May 2021 On Time Download Open in new window
Annual return 31 December 2019 22 May 2020 On Time
Accounts and TAR 31 December 2019 22 May 2020 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
4 Hardy Close
Barton Under Needwood
BURTON-ON-TRENT
Staffordshire
DE13 8HG
Phone:
01283 716890