## **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** |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
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|£|vat|Christmas vouchers|ElectricityPymts|Insurance|HardshipPayments|PropertyMaintenance|Printng|Administraton|Hall Rental|Donatons for Social Events|Uniform Grants|Widger Blanket/CandyCoats| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |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|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)G￿0£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