Trustees’ Annual Report for the period
From 1[st] April 2023 Period start date To 31[st] March 2024 Period end date 31[st] March 2024
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 D Harris | 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 1.12.2024
ILSINGTON UNITIED CHARITIES YEAR END ACCOUNTS 31th MARCH 2024
| Rents | Rents | Rents | Rents | Rents | Rents | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Date | Received from | Pymt type | £ | Investments | Candy Farm Hse | Candy Farm Land | Candy Cottage | Liverton FC | Rora pipe line | Parish Council | Wayleave Pmyt | Misc |
| 3.4.23 | Complete | FPI | 1,280.60 | 1,280.60 | ||||||||
| 5.4.23 | Quilter Cheviot | BGC | 182.14 | 182.14 | ||||||||
| 14.4.23 | Deposit | 500111 | 137.74 | 137.74 | ||||||||
| 2.5.23 | Complete | FPI | 1,370.60 | 1,370.60 | ||||||||
| 2.5.23 | Complete | FPI | 734.20 | 734.20 | ||||||||
| 30.5.23 | Complete | FPI | 758.20 | 758.20 | ||||||||
| 31.5.23 | COIF 023910003T | BGC | 3.38 | 3.38 | ||||||||
| 31.5.23 | COIF 023910005T | BGC | 4.46 | 4.46 | ||||||||
| 31.5.23 | COIF 023910002T | BGC | 18.93 | 18.93 | ||||||||
| 31.5.22 | COIF 023910001T | BGC | 24.07 | 24.07 | ||||||||
| 31.5.23 | COIF 023910004T | BGC | 44.75 | 44.75 | ||||||||
| 31.5.23 | COIF 023910006T | BGC | 104.51 | 104.51 | ||||||||
| 1.6.23 | Complete | FPI | 1,027.40 | 1,027.40 | ||||||||
| 13.6.23 | Deposit | 500112 | 600.00 | 600.00 | ||||||||
| 28.6.23 | Mr & Mr Vallance | FPI | 1,087.50 | 1,087.50 | ||||||||
| 29.6.23 | Complete | FPI | 676.20 | 676.20 | ||||||||
| 3.7.23 | Complete | FPI | 1,370.60 | 1,370.60 | ||||||||
| 5.7.23 | Quilter Cheviot | BGC | 286.64 | 286.64 | ||||||||
| 13.7.23 | Ilsingotn Virgin Money | FPI | 26,293.57 | 26,293.57 | ||||||||
| 31.7.23 | Complete | FPI | 746.20 | 746.20 | ||||||||
| 1.8.23 | Complete | FPI | 1,370.60 | 1,370.60 | ||||||||
| 29.8.23 | Complete | FPI | 746.20 | 746.20 | ||||||||
| 31.8.23 | COIF 023910003T | BGC | 3.38 | 3.38 | ||||||||
| 31.8.23 | COIF 023910005T | BGC | 4.46 | 4.46 | ||||||||
| 31.8.23 | COIF 023910002T | BGC | 18.93 | 18.93 | ||||||||
| 31.8.23 | COIF 023910001T | BGC | 24.07 | 24.07 | ||||||||
| 31.8.23 | COIF 023910004T | BGC | 44.75 | 44.75 | ||||||||
| 31.8.23 | COIF 023910006T | BGC | 104.51 | 104.51 | ||||||||
| 1.9.23 | Complete | FPI | 1,370.60 | 1,370.60 | ||||||||
| 28.9.23 | Mr & Mr Vallance | FPI | 1,087.50 | 1,087.50 |
| 29.9.23 | Complete | FPI | 746.20 | 746.20 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2.10.23 | Complete | FPI | 1,370.60 | 1,370.60 | ||||||||
| 4.10.23 | Quilter Cheviot | FPI | 236.49 | 236.49 | ||||||||
| 30.10.24 | Complete | FPI | 359.56 | 359.56 | ||||||||
| 1.11.23 | Complete | FPI | 1,370.60 | 1,370.60 | ||||||||
| 29.11.23 | Complete | FPI | 656.20 | 656.20 | ||||||||
| 30.11.23 | CCLA MA915362 | FPI | 45.38 | 45.38 | ||||||||
| 30.11.23 | CCLA MA911198 | FPI | 4.52 | 4.52 | ||||||||
| 30.11.23 | CCLA MA914488 | FPI | 24.40 | 24.40 | ||||||||
| 30.11.23 | CCLA MA910160 | FPI | 3.43 | 3.43 | ||||||||
| 30.11.23 | CCLA MA909900 | FPI | 19.19 | 19.19 | ||||||||
| 30.11.22 | CCLA MA891842 | FPI | 105.98 | 105.98 | ||||||||
| 1.12.23 | Complete | FPI | 1,370.60 | 1,370.60 | ||||||||
| 29.12.23 | Complete | FPI | 674.20 | 674.20 | ||||||||
| 2.1.24 | Mr & Mr Vallance | FPI | 1,087.50 | 1,087.50 | ||||||||
| 2.1.24 | Rora Trustees | SO | 50.00 | 50.00 | ||||||||
| 2.1.24 | Complete | FPI | 1,370.60 | 1,370.60 | ||||||||
| 4.1.24 | Quilter Cheviot | BGC | 249.97 | 249.97 | ||||||||
| 29.1.24 | Complete | FPI | 746.20 | 746.20 | ||||||||
| 1.2.24 | Complete | FPI | 1,298.60 | 1,298.60 | ||||||||
| 29.2.24 | Complete | FPI | 746.20 | 746.20 | ||||||||
| 1.3.24 | Complete | FPI | 1,155.60 | 1,155.60 | ||||||||
| 1.3.24 | COIF 023910002T | BGC | 19.22 | 19.22 | ||||||||
| 1.3.24 | COIF 023910005T | BGC | 4.53 | 4.53 | ||||||||
| 1.3.24 | COIF 023910006T | BGC | 106.13 | 106.13 | ||||||||
| 1.3.24 | COIF 023910003T | BGC | 3.43 | 3.43 | ||||||||
| 1.3.24 | COIF 023910001T | BGC | 24.44 | 24.44 | ||||||||
| 1.3.24 | COIF 023910004T | BGC | 45.45 | 45.45 | ||||||||
| 28.3.24 | Mr & Mr Vallance | FPI | 1087.50 | 1,087.50 | ||||||||
| 56,509.41 | 1,761.54 | 15,727.00 | 4,350.00 | 7,589.56 | 600.00 | 50.00 | 137.74 | 26,293.57 |
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustse81 MOMrn of The Pwr Chaiity of Wlllliam cdY On accounts for the year 8ndad 31.3.2024 Charlty no :, 203074 Ilf any) I sot out on pagos iWJe the r•4e nurnw5 of adOtsCrt818hèMs', I rewrt to the trustees on my eXaMinatn of the accounts of the above ¢h8rity (Ihe Twst") for the year ended 3110312024. R•8pon8lbllltl•s and A8 the tharity trustees of the Trust. you are responslble for the preparation basis of report of the accounts wi accor¢1Ce wrth the rwuirements of the charl1$ Act 2011 (Ihe Acri. I report in resk1 of my examinatic of the Trust's aLwunts [rIed out under Section 145 of the 2011 Act and in canying out my examination, I have follow&J the applble DIreCtn8 given by the Charty Commission urvjer section 14515)(bl of the Act. I have completed my examinatK)n. l eonfim) that no material matters have come to my attenlion (other than that disclosed below ') in cOnntIon wtth the examination which grves me cause to bele that in. any rnater} respect.. 8ccountlng reco3 were not kept kn actordance wlth wtlon 130 of the Act or the accounts (kn rtst accord wlth Ihe accountlrKJ record8 Independerrt examlnerfs Statement I have no cmcems and have come ro$S no other matters in connects'on with the examinatDn to which attention should be drawn in order to enable PToper understanding ofthe accounts lo be reached. ' Weas8 681ete th8 words in the brnckets rfthey do not apply. Slgned: Dat•: Namo: Relevant profe881onal qualifKation(s) or body (If any): AAr Addrem: rLE 8Év£A6&y 18 IER October 2018
Section B Disclosure Onty complete rf the examiner needs to highlight matters of con¢em (see CC32, Independent examinatw)n of charity ounts.. direct)nS and guidance for examiners). Give here brief detalls of any items that the examiner wish•s to dlsclo80. October 2018 IER