KEATS - SHELLEY MEMORIAL ASSOCIATION (INCORPORATED)

Charity number: 212692
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To facilitate appreciation of the works of the two Poets John Keats and Percy Bysshe Shelley and their circle; To keep the House in Rome as a memorial to them by way of a museum and library available to the public; To preserve books and articles linked with the two Poets; To take care of the graves in Rome of the two Poets; To generally preserve the memory and works of the two Poets.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£596,770

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Donations and legacies £69.82k
Charitable activities £229.18k
Other trading activities £0
Investments £297.77k
Other £0

Total expenditure:
£491,573

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Raising funds £60.71k
Charitable activities £429.52k
Other £1.34k

£37,491 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £62.05k
Charitable expenditure £429.52k
Retained for future use £105.20k

People

8 Employee(s)

17 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

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Arts/culture/heritage/science
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England
  • Italy
  • United States

Governance

Registration history:
  • 19 December 1962: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
00090531 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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
  • Social media 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

17 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Laura Savio Foster Trustee 03 December 2024
None on record
Amanda Thursfield Trustee 24 September 2024
None on record
Dr Joseph Spence Trustee 24 September 2024
None on record
Dr Anna Mercer Trustee 24 September 2024
None on record
Adrian Earle Trustee 24 September 2024
None on record
Dr Anna Camilleri Trustee 24 September 2024
None on record
Reeta Chakrabarti Trustee 30 November 2020
BBC MEDIA ACTION
Received: On time
Bathsheba Morabito Trustee 30 November 2020
None on record
Margaret Beehan Trustee 19 June 2018
None on record
Joe Bates Trustee 19 March 2018
None on record
Lord Harry James Abinger Trustee 19 September 2017
None on record
Earl of Woolton Trustee 25 March 2015
BALCARRES HERITAGE TRUST LIMITED
Received: On time
Dr James Michael Grande Trustee 08 December 2014
None on record
Anthony Robert inglis Gardner Trustee 11 December 2013
None on record
DAVID LEIGH-HUNT Trustee 09 December 1992
CASTEL FROMA NEURO CARE LIMITED
Received: On time
DEBORAH HODGES Trustee
None on record
CHARLES CARY-ELWES FCA MIT Trustee
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 £399.27k £376.92k £431.33k £535.50k £596.77k
Total expenditure £445.49k £418.17k £468.48k £519.02k £491.57k
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
Income - Donations and legacies N/A N/A N/A £67.93k £69.82k
Income - Other trading activities N/A N/A N/A £0 £0
Income - Charitable activities N/A N/A N/A £181.46k £229.18k
Income - Endowments N/A N/A N/A £0 £0
Income - Investment N/A N/A N/A £286.11k £297.77k
Income - Other N/A N/A N/A £0 £0
Income - Legacies N/A N/A N/A £0 £0
Expenditure - Charitable activities N/A N/A N/A £391.59k £429.52k
Expenditure - Raising funds N/A N/A N/A £127.43k £60.71k
Expenditure - Governance N/A N/A N/A £21.77k £41.59k
Expenditure - Grants institution N/A N/A N/A £0 £0
Expenditure - Investment management N/A N/A N/A £7.45k £7.22k
Expenditure - Other N/A N/A N/A £0 £1.34k

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets N/A N/A N/A £5.22m £5.28m
Long-term investments N/A N/A N/A £653.67k £683.86k
Other assets N/A N/A N/A £271.10k £430.16k
Defined benefit pension scheme asset or liability N/A N/A N/A £0 £0
Total liabilities N/A N/A N/A £115.13k £124.91k

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 31 October 2024 On Time
Accounts and TAR 31 December 2023 31 October 2024 On Time Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 01 November 2022 1 days late
Accounts and TAR 31 December 2021 01 November 2022 1 days late Download Open in new window
Annual return 31 December 2020 15 November 2021 15 days late
Accounts and TAR 31 December 2020 15 November 2021 15 days late Download Open in new window
Annual return 31 December 2019 17 November 2020 17 days late
Accounts and TAR 31 December 2019 17 November 2020 17 days late 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 23RD OCTOBER 1906

Charitable objects

TO EDUCATE THE PUBLIC GENERALLY IN THE APPRECIATION OF THE WORDS OF JOHN KEATS AND PERCY BYSSHE SHELLEY AND THE WORDS OF OTHER DISTINGUISHED BRITISH AND AMERICAN WRITERS.

Area of benefit

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

NOT DEFINED

Contact information

Address:
MARRIOTT HARRISON LLP
80 CHEAPSIDE
LONDON
EC2V 6EE
Phone:
01926427400
Email:
hello@keats-shelley.org
Website:

www.keats-shelley.org Open in new window