KELLY TRUST (CREDITON) — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 6 November 2006
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £46,744
Latest expenditure: £33,871
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Downes House, Downes, Crediton, Devon, EX17 3LP

02 Activities

What the charity does

Relief of hardship and distress for persons over the age of 55 and living in Crediton. Other allied relief in line with the will of John Alan Kelly (Died 13 March 1995).

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: 23 October 2026
Date Accounts Received: 28 October 2026
Total Gross Income: £46,744
Total Gross Expenditure: £33,871

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: 19 October 2025
Date Accounts Received: 19 October 2025
Total Gross Income: £46,477
Total Gross Expenditure: £30,911

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: 16 October 2024
Date Accounts Received: 28 October 2024
Total Gross Income: £42,076
Total Gross Expenditure: £58,906

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: 12 October 2023
Date Accounts Received: 13 October 2023
Total Gross Income: £41,539
Total Gross Expenditure: £27,739

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: 17 October 2022
Date Accounts Received: 21 October 2022
Total Gross Income: £36,140
Total Gross Expenditure: £21,829

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: 23 October 2026
Total Gross Income: £46,744
Total Gross Expenditure: £33,871
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: 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: 19 October 2025
Total Gross Income: £46,477
Total Gross Expenditure: £30,911
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: 5

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: 16 October 2024
Total Gross Income: £42,076
Total Gross Expenditure: £58,906
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: 5

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: 12 October 2023
Total Gross Income: £41,539
Total Gross Expenditure: £27,739
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: 3

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: 17 October 2022
Total Gross Income: £36,140
Total Gross Expenditure: £21,829
Charity Raises Funds From Public: No
Grant Making Is Main Activity: 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: Devon
Welsh Ind: No

06 Official extract

Charity Classification

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

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

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

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

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

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

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

Classification Code: 104
Classification Type: What
Classification Description: Disability

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

Classification Code: 303
Classification Type: How
Classification Description: Provides Other Finance

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

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

07 Official extract

Charity Event History

Charity Name: KELLY TRUST (CREDITON)
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2006-11-06T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL DATED 21 DECEMBER 1994
Charitable Objects: FOR THE PERIOD OF 50 YEARS FROM THE DATE OF MY DEATH (THE INITIAL TRUST PERIOD) TO RELIEVE IN CASES OF NEED HARDSHIP OR DISTRESS PERSONS WHO ARE RESIDENT OR LOCATED IN THE URBAN DISTRICT AND RURAL DISTRICT OF CREDITON IN THE COUNTY OF DEVON WITH PARTICULAR REFERENCE TO THE WELFARE HOUSING AND COMFORT OF SINGLE PERSONS AND MARRIED COUPLES OVER THE AGE OF 55 LIVING IN THEIR OWN ACCOMMODATION AND ALSO WITH PARTICULAR REFERENCE TO THE WELFARE HOUSING AND COMFORT OF PERSONS OF ANY AGE WHO ARE CHRONICALLY SICK OR DISABLED PROVIDED ALWAYS THAT IF THE SAID OBJECT IS NOT CHARITABLE OR CANNOT BE ATTAINED OR BECOMES IMPOSSIBLE OF PERFORMANCE ITS PLACE SHALL BE TAKEN BY SUCH CHARITABLE PURPOSES AS SHALL IN THE OPINION OF THE GOVERNORS APPROXIMATE AS NEARLY AS PRACTICABLE TO SUCH OBJECT.
Area Of Benefit: URBAN DISTRICT AND RURAL DISTRICT OF CREDITON IN THE COUNTY OF DEVON

09 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

10 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investment

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Safeguarding policy and procedures