Trustees’ Annual Report for the period
From 1[st] April 2022 Period start date To 31[st] March 2023 Period end date 31[st] March 2023
Charity name: The Poor Charity of William Candy (Ilsington Unitied Charities)
Charity registration number: 203074
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To purchase and distribution of coats, blankets, children’s clothing and fuels to deserving and necessitous persons resident in the Parish of Ilsington. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Use the rental income from the Charities properties to give food, fuel and clothing aid to the people in this parish that the Trustees have agreed |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The trustee continue to maintain the charities properties to a high standard ensuring they receive market value rent to the benefit of the charity |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set Performance of fundraising Para 1.41 activities against objectives set Investment performance Para 1.41 against objectives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | See accounts attached |
| Statement explaining the policy for holding reserves statingwhytheyare held |
Para 1.22 | The trustees follow the interest rates and review the accounts and investments to ensure the best interest applies with minimal risk |
| Amount of reserves held | Para 1.22 | The trustees hold reserves for the repair and maintenance of theproperties |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal Para 1.47 sources of funds (including any fundraising) Investment policy and Para 1.46 objectives including any social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Trust |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Elected by Ilsington Parish Council |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures Para 1.51 adopted for the induction and training of trustees The charity’s organisational Para 1.51 structure and any wider network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | The Poor Charity of William Candy |
|---|---|
| Other name the charity uses | Ilsington Unitied Charities |
| Registered charity number | 203074 |
| Charity’s principal address | Bagtor Barton Ilsington Newton Abbot TQ13 9RT |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Mr R Wills | Trustee/Chairman | Ilsington Parish Council | ||
| Mr M Retallick | Trustee | Ilsington Parish Council | ||
| Mr P Reed | Trustee | Ilsington Parish Council | ||
| Mrs T England | Trustee | Ilsington Parish Council | ||
| Rev J Bennett | Ex-Officio Trustee | The vicar for the time being of the Parish of Ilsington |
– Corporate trustees names of the directors at the date the report was approved
Director name None
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year None
Funds held as custodian trustees on behalf of others
Description of the assets None held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Name of chief executive or names of senior staff members (Optional information) | ||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) C Retallick Full name(s) Mrs Carol Retallick Position (eg Secretary, Secretary Chair, etc) Date 7.12.2023
Bank Reconcilliation @ 31/03/2023
| 01/04/2022 Start Balance Total banking for year Total Payments for year O/S Cheque 31/03/2023 Closing Balance |
£ 45,108.78 28,108.41 31,527.80 840.00 |
|---|---|
| 42,529.39 |
31/03/2023 As per Bank statement
Virgin money account
| Date Start Balance interest added from 2015- Nov 2022 Balance carried forward |
£ £ £ Credits Debits Balance 25,220.72 1008.44 |
|---|---|
| 26,229.16 |
| Investments with CCLA | ||||
|---|---|---|---|---|
| Date | Units | Bid Value | ||
| 31.12.2022 | 023910001T | 178 | 3230.58 | |
| 023910002T | 140 | 2540.90 | ||
| 023910003T | 25 | 453.73 | ||
| 023910004T | 331 | 6007.42 | ||
| 023910005T | 33 | 598.93 | ||
| 023910006T | 773 | 14029.41 | ||
| £26,860.97 |
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of On accounts for the year ended 31. 3.1oz3 Charity no (If any) 203ol4•. Set out on pages I report to the trustees on my examination of the accounts of the above ch8rty (Ihe Trust") for th8 year ended IMMIYY) Rosponslbllltles and As the charlty trustees. you are responsible for the preparation of the bas18 Ot report accounts In 8¢cord8n¢e vlth the Ch8rtiies Act 20111lhe Acr). I report In respect of my 8X8mination of the Trusfs accounts carried out under section 145 of the 2011 Act and In carryir@ out my examination. I have followed all th8 applicab18 Directions given by the Charity Commission under s8dion 145{5)(b) of the Aci. Indap•ndent tThe charitys gross Income exceeded £250,000 and l am qualified to examlnerfs statement undertake the examlnatbon by being a qu8llfied member of Ilnsert name of applicable listed bodyjl. D818te I l rf not 8pplicable. I have completed my examination. I conflrni that no materlal matters have com8 to my attentron {oth8r than that disclosed below.) in connection with the 8xamination which gfv8s me cause to b8lieve that in, any material r6spect.: the a¢countiro re(xxds were not kept in accordance with sectlon 130 of the Act.. or the accounts did not aco)rd with th8 accounting records; or the accounts did not tmlY with the applicable requirements conc8ming the fOn and content of accounts set out in the Chariti8S (Accounts and Reports) Regulations 2(NJ8 other than any requirement that the accounts giv8 a Irue and fair. view which is not a matter considered as part of an independent examination. I have no con¢ems and have come across no other matters in connectlon with the examination to which attention should b8 drawn in this report in order to enable a proper understanding of the accounts to be reached. . Please delete the words In the brackets rf they do not apply. Signed: Name: tATHELINe ÉAINts£ID Rolevant professional qualltl¢atlon{s) OT body (If any): AAT I IER October 2018
Address: L£Trce L5IN DewLihl T qop Section B Disclosure Onty comete rf the examiner needs to highlTrght matters of concem (see CC32, Independent éxamination of 'etharity accounts." directions and guidanc8 for examin8rs). Glve here dota118 of any Items that the examiner wSshes to disclose. IER Octobèr 2018