BARTON UNDER NEEDWOOD AND DUNSTALL KEY TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 25 July 1963
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £104,348
Latest expenditure: £69,798
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 4 Hardy Close, Barton Under Needwood, BURTON-ON-TRENT, Staffordshire, DE13 8HG

Website recorded by the regulator: www.bartondunstallkeytrust.co.uk (displayed as text)

02 Activities

What the charity does

To pay the minister of the church of St James 50p to preach a sermon on Good Friday.To pay 16% of the net income of the charity for the upkeep and maintenance of St James Church of Barton under Needwood.To give relief to persons of the parishes of Barton under Needwood and Dunstall who are in need, hardship or distress.To give for the general benefit of the inhabitants of the area of benefit

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: 6 September 2026
Date Accounts Received: 6 September 2026
Total Gross Income: £104,348
Total Gross Expenditure: £69,798

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: 25 August 2025
Date Accounts Received: 25 August 2025
Total Gross Income: £123,316
Total Gross Expenditure: £70,827

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: 23 September 2024
Date Accounts Received: 23 September 2024
Total Gross Income: £101,577
Total Gross Expenditure: £108,211

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: 24 July 2023
Date Accounts Received: 24 July 2023
Total Gross Income: £99,431
Total Gross Expenditure: £67,715

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: 29 June 2022
Date Accounts Received: 29 June 2022
Total Gross Income: £95,356
Total Gross Expenditure: £61,211

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: 6 September 2026
Total Gross Income: £104,348
Total Gross Expenditure: £69,798
Grant Making Is Main Activity: Yes
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: 1

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: 25 August 2025
Total Gross Income: £123,316
Total Gross Expenditure: £70,827
Grant Making Is Main Activity: Yes
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: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 23 September 2024
Total Gross Income: £101,577
Total Gross Expenditure: £108,211
Grant Making Is Main Activity: Yes
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: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 24 July 2023
Total Gross Income: £99,431
Total Gross Expenditure: £67,715
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
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: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 29 June 2022
Total Gross Income: £95,356
Total Gross Expenditure: £61,211
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
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: Staffordshire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

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

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 116
Classification Type: What
Classification Description: Recreation

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

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

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

07 Official extract

Charity Event History

Charity Name: BARTON UNDER NEEDWOOD AND DUNSTALL KEY TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-07-25T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 21 SEPTEMBER 2007AS AMENDED BY RESOLUTION DATED 06 OCT 2017 as amended on 14 May 2021
Charitable Objects: (I) TO PAY THE MINISTER AT THE PARISH CHURCH OF ST JAMES BARTON UNDER NEEDWOOD A YEARLY SUM OF 50P FOR THE PREACHING OF A SERMON ON GOOD FRIDAY EACH YEAR.(II) THE UPKEEP AND MAINTENANCE OF THE CHURCH AT BARTON-UNDER-NEEDWOOD BY THE PAYMENT OF 16% OF THE CHARITY'S NET INCOME TO THE PCC FOR THAT PURPOSE;(III)THE RELIEF OF PERSONS RESIDENT IN THE AREA OF BENEFIT WHO ARE IN NEED, HARDSHIP OR DISTRESS;(IV) THE GENERAL BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT IN SUCH CHARITABLE WAYS AS THE TRUSTEES THINK FIT.
Area Of Benefit: THE CIVIL PARISHES OF DUNSTALL AND BARTON-UNDER-NEEDWOOD

09 Official extract

Charity Other Names

Charity Name Id: 173553
Charity Name Type: Previous name
Charity Name: WILLIAM KEY

Charity Name Id: 173546
Charity Name Type: Previous name
Charity Name: CHARITY OF WILLIAM KEY

10 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment

Policy Name: Trustee expenses policy and procedures

Policy Name: Conflicting interests

Policy Name: Complaints handling

Policy Name: Safeguarding policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Risk management