THE PELLY CHARITABLE TRUST CIO

Registered charity 1190030 · accounts filings on the Charity Commission register

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.

Causes: General Charitable Purposes · Get email alerts

Latest income
£56k
Latest spending
£62k
Registered
2020
Accounts read
FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

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Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
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.