THE KELTON TRUST

Registered charity 327363 · accounts filings on the Charity Commission register

General charitable purposes but with a strong preference for the care of the elderly and medical research.

Objects

TO PAY OR APPLY THE INCOME OR CAPITAL OF THE TRUST FUND AS THE TRUSTEES MAY DETERMINE FROM TIME TO TIME BUT HAVING REGARD TO ANY WISHES EXPRESSED BY THE SETTLOR TO SUCH ONE OR MORE CHARITIES AND/OR FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL DETERMINE.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that total unrestricted funds decreased by £35,324 to £2,026,731, driven by a net loss on investments of £44,276 which outweighed net income before valuations of £8,952. The Trustees confirm that resources are sufficient to continue as a going concern and that the charity maintains a reserves policy targeting six months of grant-making and administrative costs. The charity has no employees and relies entirely on investment income to fund its charitable grants.

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 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• Hayley Anne Bettinson · trustee of 1 other charity
• Richard Anthony Bettinson · trustee of 2 other charities

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

Operates in: Birmingham City · Shropshire · Worcestershire

Income and spending

Common questions