## **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 MOM￿rn of The Pwr Chaiity of Wlllliam c￿dY 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 eXaMinat￿n 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¢1￿Ce wrth the rwuirements of the charl1￿$ Act 2011 (Ihe Acri. I report in resk￿1 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 appl￿ble DIreCt￿n8 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 cOnn￿tIon wtth the examination which grves me cause to bel￿e that in. any rnater￿} respect.. 8ccountlng reco￿3 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