EARLE'S RETREAT — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 13 March 1962
Removed: Not supplied
Financial period: 6 February 2024 – 5 February 2025
Latest income: £187,749
Latest expenditure: £169,128
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Earle's Retreat, Trelawney Road, Falmouth, Cornwall, TR11 3NG

02 Activities

What the charity does

Almshouse with individual flats where elderly people can live independently.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 February 2024
Fin Period End Date: 5 February 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 December 2025
Date Annual Return Received: 2 December 2025
Date Accounts Received: 2 December 2025
Total Gross Income: £187,749
Total Gross Expenditure: £169,128

Fin Period Start Date: 6 February 2023
Fin Period End Date: 5 February 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 December 2024
Date Annual Return Received: 18 November 2024
Date Accounts Received: 18 November 2024
Total Gross Income: £162,224
Total Gross Expenditure: £137,284

Fin Period Start Date: 6 February 2022
Fin Period End Date: 5 February 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 December 2023
Date Annual Return Received: 22 January 2024
Date Accounts Received: 22 January 2024
Total Gross Income: £135,420
Total Gross Expenditure: £111,825

Fin Period Start Date: 6 February 2021
Fin Period End Date: 5 February 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 December 2022
Date Annual Return Received: 1 December 2022
Date Accounts Received: 1 December 2022
Total Gross Income: £98,785
Total Gross Expenditure: £70,160

Fin Period Start Date: 6 February 2020
Fin Period End Date: 5 February 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 December 2021
Date Annual Return Received: 23 November 2021
Date Accounts Received: 23 November 2021
Total Gross Income: £98,352
Total Gross Expenditure: £71,861

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 6 February 2024
Fin Period End Date: 5 February 2025
Ar Due Date: 5 December 2025
Ar Received Date: 2 December 2025
Total Gross Income: £187,749
Total Gross Expenditure: £169,128
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 February 2023
Fin Period End Date: 5 February 2024
Ar Due Date: 5 December 2024
Ar Received Date: 18 November 2024
Total Gross Income: £162,224
Total Gross Expenditure: £137,284
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 February 2022
Fin Period End Date: 5 February 2023
Ar Due Date: 5 December 2023
Ar Received Date: 22 January 2024
Total Gross Income: £135,420
Total Gross Expenditure: £111,825
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 February 2021
Fin Period End Date: 5 February 2022
Ar Due Date: 5 December 2022
Ar Received Date: 1 December 2022
Total Gross Income: £98,785
Total Gross Expenditure: £70,160
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 February 2020
Fin Period End Date: 5 February 2021
Ar Due Date: 5 December 2021
Ar Received Date: 23 November 2021
Total Gross Income: £98,352
Total Gross Expenditure: £71,861
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Cornwall
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

07 Official extract

Charity Event History

Charity Name: EARLE'S RETREAT
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1962-03-13T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 26TH SEPTEMBER 1958. U.R. 250 P. 461, AS AMENDED BY SCHEME DATED 27 AUGUST 2003AS AMENDED ON 20 MAR 2018
Charitable Objects: ALMSHOUSES FOR THE BENEFIT OF POOR PERSONS OF NOT LESS THAN 55 YEARS OF AGE OF GOOD CHARACTER.
Area Of Benefit: THE PARISHES OF FALMOUTH, BUDDOCK, PENRHYN, MAWNAN AND MYLOR.

09 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Homes England

10 Official extract

Charity Policy

Policy Name: Risk management

Policy Name: Complaints handling

Policy Name: Safeguarding policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investment

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Paying staff

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Conflicting interests

Policy Name: Campaigns and political activity policy and procedures