Finance Score: -2

Governance Score: -5

Support Score: 0

Multiple Deficits: -2
No PartB

2 Trustees: -2
Very static board: -5
Gender balanced board: +3

No supporters identified

Overall GiG Score: -7

THE KELTON TRUST

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

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 2 trustees
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/23		£64	£74	£-10	n/a	n/a	n/a	n/a	n/a
05/04/22		£71	£64	£7	n/a	n/a	n/a	n/a	n/a
05/04/21		£45	£57	£-12	n/a	n/a	n/a	n/a	n/a
05/04/20		£59	£60	£-1	n/a	n/a	n/a	n/a	n/a
05/04/19		£57	£67	£-10	n/a	n/a	n/a	n/a	n/a
05/04/18		£58	£61	£-2	£0	£0	£0	n/a	0
05/04/17		£51	£61	£-10	£0	£0	£0	n/a	0
05/04/16	*	£47	£53	£-6	£0	£0	£0	n/a	0
05/04/15		£50	£57	£-7	£0	£0	£0	n/a	0
05/04/14		£60	£46	£14	£0	£0	£0	n/a	0
05/04/13		£41	£46	£-5	£0	£0	£0	n/a	0
05/04/12		£43	£41	£2	£0	£0	£0	n/a	0
05/04/11		£39	£36	£3	£0	£0	£0	n/a	0
05/04/10		£35	£45	£-10	£0	£0	£0	n/a	0
05/04/09		£40	£31	£9	£0	£0	£0	n/a	0
05/04/08		£44	£55	£-11	£0	£0	£0	n/a	0
05/04/07		£40	£51	£-11	£0	£0	£0	n/a	0
05/04/06		£20	£17	£3	£0	£0	£0	n/a	0
05/04/05		£21	£24	£-4	£0	£0	£0	n/a	0
05/04/04		£23	£37	£-14	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 37 years

keltontrust@gmail.com

01299890437

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Medical education & research

How it operates

Makes Grants to Organisations

Where it operates

Birmingham City, Shropshire, Worcestershire,

Who it helps

Elderly/Old People
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

HAYLEY ANNE BETTINSON Appointed: 2007, Other trusteeship: THE L AND R GILLEY CHARITABLE TRUST,

RICHARD ANTHONY BETTINSON Appointed: 1992, Other trusteeships: THE L AND R GILLEY CHARITABLE TRUST, THE GLAZIERS FOUNDATION,

Legal constitution

Charity registered in England & Wales on 17/02/1987, number: 327363

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR16: 2 days late,

Main office

Somer Barns
Camp Lane
Great Witley
WORCESTER
WR6 6JQ

Objectives

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.

Defined Area of Benefit:

NOT DEFINED

Data Sources