01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 23 October 2024
- Removed
- Not supplied
- Financial period
- 23 October 2024 – 31 December 2025
- Latest income
- £817,825
- Latest expenditure
- £630,259
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: OKEHAMPTON UNITED CHARITIES, PO BOX 109, OKEHAMPTON, EX20 9BF
Website recorded by the regulator: www.okehamptoncharities.org.uk (displayed as text)
02 Activities
What the charity does
Almshouse Branch: Provision of accommodation.United Charity Branch:Annual maintenance grant to St James' Chapel.Advancement of Education.Relief of persons in need, hardship or distress. Relief of persons who are sick, convalescent, disabled or infirm by alleviating their suffering.Promote other charitable purposes for residents in the area of benefit (Okehampton and Hamlets)
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 23 October 2024
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 13 May 2026
- Date Accounts Received
- 13 May 2026
- Total Gross Income
- £817,825
- Total Gross Expenditure
- £630,259
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
- 23 October 2024
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 13 May 2026
- Total Gross Income
- £817,825
- Total Gross Expenditure
- £630,259
- 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
- 30
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
- 23 October 2024
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 13 May 2026
- Income Donations And Legacies
- 346000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 471825
- Income Other
- 0
- Income Total Income And Endowments
- 817825
- Income Legacies
- 346000
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £630,259
- Expenditure Other
- 0
- Expenditure Total
- 630259
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 411982
- Expenditure Governance
- 10187
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 0
- Gain Loss Investment
- -717648
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £95,000
- Assets Total Fixed
- 15320164
- Assets Own Use
- 1742000
- Assets Long Term Investment
- 13578164
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £524,171
- Assets Total Liabilities
- £195,703
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £15,648,632
- Creditors One Year Total Current
- 175703
- Creditors Falling Due After One Year
- 20000
- Assets Cash
- £159,728
- Funds Endowment
- 15320166
- Funds Unrestricted
- 328466
- Funds Restricted
- 0
- Funds Total
- 15648632
- Count Employees
- 3
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Devon
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 116
- Classification Type
- What
- Classification Description
- Recreation
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
08 Official extract
Charity Event History
- Charity Name
- OKEHAMPTON FOUNDATION
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2025-08-21T00:00:00
- Reason
- Funds transferred (incor)
- Assoc Organisation Number
- 202686
- Assoc Registered Charity Number
- 202686
- Assoc Charity Name
- OKEHAMPTON UNITED CHARITY
- Charity Name
- OKEHAMPTON FOUNDATION
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2024-10-23T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - FOUNDATION Registered 23 Oct 2024
- Charitable Objects
- THE OBJECTS OF THE CIO (THE OBJECTS) ARE:(1) (IN RELATION TO THE ALMSHOUSE BRANCH OF THE CIO): THE PROVISION OF ACCOMMODATION FOR PERSONS WHO ARE IN NEED HARDSHIP OR DISTRESS AND ARE RESIDENT IN THE AREA OF BENEFIT;(2) (IN RELATION TO THE UNITED CHARITY BRANCH OF THE CIO): (A) THE PROVISION OF AN ANNUAL MAINTENANCE GRANT TO OKEHAMPTON UNITED ECCLESIASTICAL CHARITY (1077584) OF A MINIMUM OF ?4,500 PER ANNUM, FOR THE UPKEEP OF ST JAMES? CHAPEL, OKEHAMPTON;(B) THE ADVANCEMENT OF EDUCATION:(I) BY THE PROVISION OF SPECIAL BENEFITS TO OKEHAMPTON COLLEGE AND/OR STATE FUNDED PRIMARY SCHOOLS IN THE AREA OF BENEFIT; AND(II) OF YOUNG PERSONS WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS WHO, OR WHOSE PARENTS OR CARERS, ARE RESIDENT IN THE AREA OF BENEFIT, AND OF OLDER PERSONS WHO ARE RESIDENT IN THE AREA OF BENEFIT, IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT; (C) THE RELIEF OF PERSONS RESIDENT IN THE AREA OF BENEFIT WHO ARE IN NEED, HARDSHIP OR DISTRESS; (D) THE RELIEF OF PERSONS RESIDENT IN THE AREA OF BENEFIT IN NEED WHO ARE SICK, CONVALESCENT, DISABLED OR INFIRM, BY ALLEVIATING THEIR SUFFERING OR ASSISTING THEIR RECOVERY; AND(E) TO PROMOTE SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT AS THE CHARITY TRUSTEES MAY DECIDE.
10 Official extract
Charity Other Names
- Charity Name Id
- 685596
- Charity Name Type
- Working name
- Charity Name
- OKEHAMPTON UNITED CHARITIES
11 Official extract
Charity Policy
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Investing charity funds policy and procedures