THE PELLY CHARITABLE TRUST CIO
To advance such charitable purposes (according to the law of England and Wales) as trustees see fit from time to time, principally by making grants.
Financial health, per its FY2025 accounts
The accounts state that the Trust holds unrestricted reserves of £1,988,091.19, comprising a Capital Account of £1,834,886.10 and an Accumulated Income Account of £153,205.09. The Trust generated a net income surplus of £15,694.55 for the year ended 5 April 2025, primarily from investment distributions and interest, while incurring management and administrative fees. The independent examiner confirmed that no material matters came to attention regarding the preparation of the accounts or the keeping of accounting records.
What the accounts disclose
Register events
- Received assets from another charity (04/02/2026)
Trustees
- Charles Robert Barker Hewitson
- Helen Josephine Pelly
- Helen Rosalind Hartley
- Michael Stuart Chapman
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £56k | £62k |
| 05/04/2024 | £66k | £18k |
| 05/04/2023 | £49k | £16k |
| 05/04/2022 | £22k | £15k |
| 05/04/2021 | £0 | £5k |
Common questions
Is THE PELLY CHARITABLE TRUST CIO financially healthy?
Per its FY2025 accounts: The accounts state that the Trust holds unrestricted reserves of £1,988,091.19, comprising a Capital Account of £1,834,886.10 and an Accumulated Income Account of £153,205.09. The Trust generated a net income surplus of £15,694.55 for the year ended 5 April 2025, primarily from investment distributions and interest, while incurring management and administrative fees. The independent examiner confirmed that no material matters came to attention regarding the preparation of the accounts or the keeping of accounting records. Its FY2025 accounts were independently examined.