2025-03-31-accounts - The Poor Charity Of William Candy

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Trustees’ Annual Report for the period

From 1[st] April 2024 Period start date To 31[st] March 2025 Period end date 31[st] March 2025

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

Trustee name	Office (if any)	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 held in this capacity	None
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	N/A
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	N/A

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 22.1.2026

ILSINGTON UNITIED CHARITIES

YEAR END ACCOUNTS 31th MARCH 2025

Date	Payee	CheqNo	£	ElectricityPymts	Insurance	HardshipPayments	PropertyMaintenance	Uniform Grants
From lasty	ears accounts	733	280	280
17.4.24	Aviva	DD	224.54		224.54
25.4.24	Arbuthnot Boiler repair	FPO	144.00			144.00
15.5.24	Aviva	DD	224.54		224.54
17.6.24	Aviva	DD	224.54		224.54
17.7.24	Aviva	DD	224.54		224.54
29.7.24	Complete-repair to CFH	800	6,000.00				6,000.00
15.8.24	Aviva	DD	224.50		224.50
1.9.24	Mr & Mrs Mann	801	200.00					200.00
18.9.24	Arthur Gallagher	802	65.00		65.00
9.11.24	D Wilson	803	350.00	350.00
9.11.24	D Waite	804	350.00	350.00
9.11.24	B Towell	805	350.00	350.00
9.11.24	B Squire	806	350.00	350.00
9.11.24	A Storey	807	350.00	350.00
9.11.24	Miss S Sampson	808	350.00	350.00
9.11.24	Mr & Mrs Pugh	809	350.00	350.00
9.11.24	R Penellum	810	350.00	350.00
9.11.24	C Pengilly	811	350.00	350.00
9.11.24	S Parmenter	812	350.00	350.00
9.11.24	P Northway	813	350.00	350.00
9.11.24	S Norris	814	350.00	350.00
9.11.24	M Morris	815	350.00	350.00
9.11.24	D McCreadie	816	350.00	350.00
9.11.24	T Mann	817	350.00	350.00
9.11.24	A Thompson	818	350.00	350.00
9.11.24	D Kenyon	819	350.00	350.00
9.11.24	J Jones	820	350.00	350.00

9.11.24	S Journeaux	821	350.00		350.00
9.11.24	Mr & Mrs Jordan	822	350.00		350.00
9.11.24	L Hedhli	823	350.00		350.00
9.11.24	E Gilbert	824	350.00		350.00
9.11.24	A Eyles	825	350.00		350.00
9.11.24	P Dawe	826	350.00		350.00
9.11.24	H Davidson	827	350.00		350.00
9.11.24	P Carret	828	350.00		350.00
9.11.24	Mr Billinghurst	829	350.00		350.00
9.11.24	J Anderson	830	350.00		350.00
9.11.24	L Amos	831	350.00		350.00
9.11.24	Stamps	832	33.15						33.15
21.11.24	Mrs A Hassell	833	350.00		350.00
21.11.24	Mr S Mann	834	350.00		350.00
23.11.24	Mrs L Madge	835	350.00		350.00
23.11.24	N Portus	836	350.00		350.00
4.12.24	Heated Blanket	837	39.99								39.99
4.12.24	Mrs C Llewellyn	838	350.00		350.00
17.12.24	TDC Council Tax- CC	839	605.11					605.11
18.12.24	Liverton PO	840	2,000.00	2,000.00
2.1.25	Codners - wk@CC	841	8,160.00					8,160.00
4.1.25	Codners - wk@CC	842	1,620.00					1,620.00
24.1.25	Liverton PO	843	2,535.00	2,535.00
7.2.25	Ilsington Shop	844	5,305.00	5,305.00
10.2.25	Liverton PO	845	570.00	570.00
18.2.25	Codners - wk@CC	846	1,490.40					1,490.40
20.2.25	C Retallick	847	1,250.00						1,250.00
			43,320.31	10,410.00	11,900.00	1,187.66	144.00	17,875.51	1,283.15	200.00	39.99

86,640.62 20,820.00 24,080.00 2,375.32 35,751.02 2,566.30 - 79.98

O/S Cheque

ILSINGTON UNITIED CHARITIES YEAR END ACCOUNTS 31th MARCH 2025

					Rents	Rents	Rents	Rents	Rents	Rents
Date	Received from	Pymt type	£	Investments	Candy Farm Hse	Candy Farm Land	Candy Cotage	Liverton FC	Rorapipe line	Parish Council	Wayleave Pmyt	Misc
2.4.24	Complete	FPI	1,370.60		1,370.60
2.4.24	Complete	FPI	734.20				734.20
4.4.24	Quilter Cheviot	BGC	218.73	218.73
29.4.24	Complete	FPI	758.20				758.20
1.5.24	Complete	FPI	1,370.60		1,370.60
30.5.24	Complete	FPI	746.20				746.20
31.5.24	CCLA C03043438	FPI	4.53	4.53
31.5.24	CCLA C03043439	FPI	106.13	106.13
31.5.24	CCLA C03043435	FPI	19.22	19.22
31.5.24	CCLA C03043436	FPI	3.43	3.43
31.5.24	CCLA C03043437	FPI	45.45	45.45
31.5.24	CCLA C03043434	FPI	24.44	24.44
3.6.24	Complete	FPI	1,370.60		1,370.60
5.6.24	Deposit	500126	140.00									140.00
1.7.24	Complete	FPI	1,370.60		1,370.60
1.7.24	Complete	FPI	734.20				734.20
1.7.24	Mr & Mr Vallance	FPI	1,087.50			1,087.50
3.7.24	Quilter Cheviot	BGC	325.26	325.26
29.7.24	Complete	FPI	758.20				758.20
1.8.24	Complete	FPI	1,370.60		1,370.60
2.8.24	Deposit	500127	600.00									600.00
29.8.24	Complete	FPI	607.33				607.33
30.8.24	CCLA C03043438	FPI	4.53	4.53
30.8.24	CCLA C03043439	FPI	106.13	106.13
30.8.24	CCLA C03043435	FPI	19.22	19.22

30.8.24	CCLA C03043436	FPI	3.43	3.43
30.8.24	CCLA C03043437	FPI	45.45	45.45
30.8.24	CCLA C03043434	FPI	24.44	24.44
2.9.24	Complete	FPI	1,415.20		1,415.20
30.9.24	Complete	FPI	790.80				790.80
30.9.24	Mr & Mr Vallance	FPI	1,087.50			1,087.50
1.10.24	Complete	FPI	860.56		860.56
3.10.24	Quilter Cheviot	BGC	269.91	269.91
1.11.24	Complete	FPI	1,415.20		1,415.20
29.11.24	CCLA C03043438	FPI	4.64	4.64
29.11.24	CCLA C03043439	FPI	108.61	108.61
29.11.24	CCLA C03043435	FPI	19.67	19.67
29.11.24	CCLA C03043436	FPI	3.51	3.51
29.11.24	CCLA C03043437	FPI	46.51	46.51
29.11.24	CCLA C03043434	FPI	25.01	25.01
30.11.24	Mr & Mr Vallance	FPI	1,087.50			1,087.50
2.12.24	Complete	FPI	989.20		989.20
2.1.25	Rora Trustees	SO	50.00						50.00
2.1.25	Complete	FPI	1,396.00		1,396.00
6.1.25	Quilter Cheviot	BGC	240.01	240.01
3.2.25	Complete	FPI	1,084.00		1,084.00
28.2.25	CCLA C03043438	FPI	4.64	4.64
28.2.25	CCLA C03043439	FPI	108.68	108.68
28.2.25	CCLA C03043435	FPI	19.68	19.68
28.2.25	CCLA C03043436	FPI	3.52	3.52
28.2.25	CCLA C03043437	FPI	46.54	46.54
28.2.25	CCLA C03043434	FPI	25.03	25.03
3.3.25	Complete	FPI	1,306.00		1,306.00
13.3.25	Complete	FPI	4,462.75				4,462.75
31.3.25	Mr & Mr Vallance	FPI	1,087.50			1,087.50
			31,927.39	1,876.35	15,319.16	4,350.00	9,591.88	-	50.00	-	740.00

Bank Reconcilliaton @ 31/03/2025

4/1/2024 Start Balance Total banking for year Total Payments for year O/S Cheque 3/31/2025 Closing Balance As per Bank statement	£ 51,827.31 31,927.39 - 43,040.31 700.00
	41,414.39

	Investments with CCLA
Date	Units		Bid Value
31.12.2024	023910001T/CO3043434	178	3532.41
	023910002T/CO3043435	140	2778.30
	023910003T/CO3043436	25	496.12
	023910004T/CO3043437	331	6568.7
	023910005T/CO3043438	33	654.88
	023910006T/CO3043439	773	15340.18
			£29,370.59

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl membern of Poor Charity of Wlliam Candy On accounts for the year ended 31.3.2025 Charity no (If any) 203074 Sel out on pages I report to the trustees on my examination of the accounts of the above chanty (Ihe Trusf) for the year ended 311 os120 Responslbllllles and As the charty trustees of the Trust, you are sponSible for the preparation ba818 of report of the accounts in accordance with the requirements of the Charities Act 2011 (Ihe A¢r). I report in respect of my examination of the Twst's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Chanty Commission under section 145{5)(b) of the Act. I have completed my examination. I confirni that no mateTial matters have ¢ome to my attention in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordan wth Section 130 of the Act or accounts do not accord with the accounting records Independent oxaminerf8 8tatem•nt I have no concems and have come across no other matters in conne¢tion with the examination to which attention should be drawn in order lo enable proper understanding of the accounts to be reathd. ' Please delete the words in the brackets rfthey do not 8ppIy. Slgn•d: Date: oq 20 Name: {MMA Relevant professional qualification(s) or body (If any): Address: IAN)G0£rH lthL. ASH ÉH£roN, A£OT DevEl T&13 7TA IFK4 flp•nhap ?n4 It

Section B Disclosure Only complete if the examiner needs to highlight matters of concern {see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Glvo here brief details of any itsms that the examlner wishes to disclose. IFP