CCEW Charity Commission profile

KEATS - SHELLEY MEMORIAL ASSOCIATION (INCORPORATED)

Registered charity 212692 · organisation 212692

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
19 December 1962
Removed
Not supplied
Company number supplied
00090531
Financial period
1 January 2025 – 31 December 2025
Latest income
£638,239
Latest expenditure
£701,543
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: MARRIOTT HARRISON LLP, 80 CHEAPSIDE, LONDON, EC2V 6EE

Website recorded by the regulator: www.keats-shelley.org (displayed as text)

02 Activities

What the charity does

To facilitate appreciation of the works of the two Poets John Keats and Percy Bysshe Shelley and their circle;To keep the House in Rome as a memorial to them by way of a museum and library available to the public;To preserve books and articles linked with the two Poets;To take care of the graves in Rome of the two Poets;To generally preserve the memory and works of the two Poets.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
31 October 2026
Date Accounts Received
31 October 2026
Total Gross Income
£638,239
Total Gross Expenditure
£701,543
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
21 October 2025
Date Accounts Received
21 October 2025
Total Gross Income
£646,388
Total Gross Expenditure
£542,260
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
31 October 2024
Date Accounts Received
31 October 2024
Total Gross Income
£596,770
Total Gross Expenditure
£491,573
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
31 October 2023
Date Accounts Received
31 October 2023
Total Gross Income
£535,498
Total Gross Expenditure
£519,018
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
1 November 2022
Date Accounts Received
1 November 2022
Total Gross Income
£431,328
Total Gross Expenditure
£468,479

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
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
31 October 2026
Total Gross Income
£638,239
Total Gross Expenditure
£701,543
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
2
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
21 October 2025
Total Gross Income
£646,388
Total Gross Expenditure
£542,260
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
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
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
31 October 2024
Total Gross Income
£596,770
Total Gross Expenditure
£491,573
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
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
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
31 October 2023
Total Gross Income
£535,498
Total Gross Expenditure
£519,018
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 90001 100000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
1 November 2022
Total Gross Income
£431,328
Total Gross Expenditure
£468,479
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
31 October 2026
Income Donations And Legacies
11650
Income Other Trading Activities
0
Income Charitable Activities
278720
Income Investments
347869
Income Other
0
Income Total Income And Endowments
638239
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£177,716
Expenditure Charitable Expenditure
£523,827
Expenditure Other
0
Expenditure Total
701543
Expenditure Investment Management
1184
Expenditure Grants Institution
0
Expenditure Governance
53925
Expenditure Support Costs
146564
Expenditure Depreciation
46390
Gain Loss Investment
53751
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
11592
Gain Loss Other
0
Reserves
£960,522
Assets Total Fixed
6162258
Assets Own Use
5409664
Assets Long Term Investment
752594
Defined Benefit Pension Scheme
0
Assets Other Assets
£394,379
Assets Total Liabilities
£152,456
Assets Current Investment
0
Assets Total Assets And Liabilities
£6,404,181
Creditors One Year Total Current
84777
Creditors Falling Due After One Year
67679
Assets Cash
£300,262
Funds Endowment
105740
Funds Unrestricted
6298441
Funds Restricted
0
Funds Total
6404181
Count Employees
8
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
21 October 2025
Income Donations And Legacies
59839
Income Other Trading Activities
0
Income Charitable Activities
288222
Income Investments
298327
Income Other
0
Income Total Income And Endowments
646388
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£95,276
Expenditure Charitable Expenditure
£446,984
Expenditure Other
0
Expenditure Total
542260
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
114733
Expenditure Depreciation
62743
Gain Loss Investment
30496
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,552,914
Assets Total Fixed
6126616
Assets Own Use
5427920
Assets Long Term Investment
698696
Defined Benefit Pension Scheme
0
Assets Other Assets
£437,515
Assets Total Liabilities
£161,989
Assets Current Investment
0
Assets Total Assets And Liabilities
£6,402,142
Creditors One Year Total Current
109241
Creditors Falling Due After One Year
52748
Assets Cash
£356,975
Funds Endowment
105740
Funds Unrestricted
6284902
Funds Restricted
11500
Funds Total
6402142
Count Employees
7
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
31 October 2024
Income Donations And Legacies
69819
Income Other Trading Activities
0
Income Charitable Activities
229182
Income Investments
297769
Income Other
0
Income Total Income And Endowments
596770
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£60,707
Expenditure Charitable Expenditure
£429,524
Expenditure Other
1342
Expenditure Total
491573
Expenditure Investment Management
7219
Expenditure Grants Institution
0
Expenditure Governance
41590
Expenditure Support Costs
132110
Expenditure Depreciation
59879
Gain Loss Investment
37491
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
96710
Gain Loss Other
0
Reserves
£1,399,790
Assets Total Fixed
5962262
Assets Own Use
5278406
Assets Long Term Investment
683856
Defined Benefit Pension Scheme
0
Assets Other Assets
£430,163
Assets Total Liabilities
£124,907
Assets Current Investment
0
Assets Total Assets And Liabilities
£6,267,518
Creditors One Year Total Current
81137
Creditors Falling Due After One Year
43770
Assets Cash
£369,078
Funds Endowment
105740
Funds Unrestricted
6131778
Funds Restricted
30000
Funds Total
6267518
Count Employees
8
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
31 October 2023
Income Donations And Legacies
67929
Income Other Trading Activities
0
Income Charitable Activities
181457
Income Investments
286112
Income Other
0
Income Total Income And Endowments
535498
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£127,432
Expenditure Charitable Expenditure
£391,586
Expenditure Other
0
Expenditure Total
519018
Expenditure Investment Management
7448
Expenditure Grants Institution
0
Expenditure Governance
21774
Expenditure Support Costs
165588
Expenditure Depreciation
48917
Gain Loss Investment
-20870
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-62298
Gain Loss Other
0
Reserves
£1,309,934
Assets Total Fixed
5872241
Assets Own Use
5218573
Assets Long Term Investment
653668
Defined Benefit Pension Scheme
0
Assets Other Assets
£271,095
Assets Total Liabilities
£115,126
Assets Current Investment
0
Assets Total Assets And Liabilities
£6,028,210
Creditors One Year Total Current
79056
Creditors Falling Due After One Year
36070
Assets Cash
£200,959
Funds Endowment
105740
Funds Unrestricted
5922470
Funds Restricted
0
Funds Total
6028210
Count Employees
6
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Country
Geographic Area Description
Italy
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
United States
Parent Geographic Area Type
Continent
Parent Geographic Area Description
North America
Welsh Ind
No
Geographic Area Type
Region
Geographic Area Description
Throughout England
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science

08 Official extract

Charity Event History

Charity Name
KEATS - SHELLEY MEMORIAL ASSOCIATION (INCORPORATED)
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1962-12-19T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 23RD OCTOBER 1906
Charitable Objects
TO EDUCATE THE PUBLIC GENERALLY IN THE APPRECIATION OF THE WORDS OF JOHN KEATS AND PERCY BYSSHE SHELLEY AND THE WORDS OF OTHER DISTINGUISHED BRITISH AND AMERICAN WRITERS.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Policy

Policy Name
Internal risk management policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Paying staff
Policy Name
Serious incident reporting policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Complaints handling
Policy Name
Investment
Policy Name
Financial reserves policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Risk management
Policy Name
Bullying and harassment policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Conflicting interests
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Complaints policy and procedures