THE PELLY CHARITABLE TRUST CIO
Charity number: 1190030
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
To advance such charitable purposes (according to the law of England and Wales) as trustees see fit from time to time, principally by making grants.
Income and expenditure
Data for financial year ending 05 April 2024
Total income: £65,879
Total expenditure: £18,222
People
4 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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
Who the charity helps:
- The General Public/mankind
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
Where the charity operates:
- Throughout England
Governance
Registration history:
- 22 June 2020: CIO registration
Organisation type:
CIO
Other names:
No other names
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Complaints handling
- Conflicting interests
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease 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
4 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Helen Rosalind Hartley | Trustee | 29 April 2021 |
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| Michael Stuart Chapman | Trustee | 22 June 2020 |
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| Helen Josephine Pelly | Trustee | 22 June 2020 |
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| Charles Robert Barker Hewitson | Trustee | 22 June 2020 |
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Financial history
Financial period end date
| Income / Expenditure | 05/04/2021 | 05/04/2022 | 05/04/2023 | 05/04/2024 | ||
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Total gross income | £0 | £22.15k | £49.48k | £65.88k | |
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Total expenditure | £4.79k | £14.96k | £16.43k | £18.22k | |
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Income from government contracts | N/A | N/A | N/A | N/A | |
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Income from government grants | 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 April 2024 | 29 January 2025 | On Time | |
| Accounts and TAR | 05 April 2024 | 29 January 2025 | On Time | Download Open in new window |
| Annual return | 05 April 2023 | 07 August 2024 | 184 days late | |
| Accounts and TAR | 05 April 2023 | 07 August 2024 | 184 days late | Download Open in new window |
| Annual return | 05 April 2022 | 22 February 2023 | 17 days late | |
| Accounts and TAR | 05 April 2022 | 22 February 2023 | 17 days late | Download Open in new window |
| Annual return | 05 April 2021 | 04 February 2022 | On Time | |
| Accounts and TAR | 05 April 2021 | 04 February 2022 | On Time | Download Open in new window |