Tag Archives: charity

Clare and Simon Vaughan - Walk It 2018

WALK IT for Crohn’s and Colitis UK

Kelsall Steele director Clare Vaughan recently completed a 10km walk, as part of the ‘Walk It Plymouth‘ event to raise money in aid of Crohn’s and Colitis UK. So far Clare has managed to raise over £550 for the charity, and anyone wishing to donate can still do so via the JustGiving page.

Crohn’s and Colitis UK are a UK charity fighting to achieve a better quality of life now for the 300,000 people in the UK suffering physically and emotionally due to Inflammatory Bowel Disease. With the ultimate goal of finding a cure.

Clare says on her JustGiving page:

“I was diagnosed with Crohns Disease in 2007 and have battled extreme pain, fatigue, weight loss and depression. It is not an illness of just the bowel but a debilitating disease which has led me to operations and heavy duty drugs which have minimised my immune system. I would love to believe there could be a cure and hold out hope for this.”


MNDA: Storm Force 10

Our first fundraising enterprise of 2016 was to enter a 5 person team into Storm Force 10 on 24 January 2016, a 10 mile road race starting from Camborne Science & International Academy, taking a rural undulating route around the country lanes to Leedstown and back . The KS team consisted of Lisa, Tiffany, James, Joe and Bernard. While they were not looking to win any medals, finishing and raising some funds for MNDA Cornwall was the aim and they did just that!

All 5 completed the race in very respectable times, and most importantly helped to raise a massive amount towards our charity for the year! Thanks to donations from both staff and clients we raised in excess of £1,000!!

Kelsall Steele Storm Force 10 Runners

Joe, James, Tiffany, Lisa and Bernard ready to run.

Kelsall Steele Storm Force 10 team

Bernard, Lisa, Tiffany, James and Joe after their run.


Sponsorship tax relief

Sponsorship Tax Relief

I’ll sponsor you!

You may have thought of paying sponsorship money from your business to an individual perhaps or a club or competition.

Can your business get tax relief on this payment? As ever, it’s not always a straight forward ‘yes’ or ‘no’ answer but more of a ‘it depends…’

To be allowable, the payment must be wholly and exclusively for the purposes of your trade. Normally when you sponsor a person, team or event, you will be looking to use this as part of a wider marketing strategy and you will be looking for all the publicity you can get out of it. If your motives for making the payment are to increase awareness of your business or brand, then this does serve the purposes of your trade. However, if the motives are to secure some private benefit and any marketing benefits are a ‘bonus’ then it will not tick the ‘wholly and exclusively for the purposes of your trade’ box. You may receive some kind of private benefit from sponsorship that is ‘incidental’ to the sponsorship and not the reason you made the payment – this sponsorship payment would still be allowable for tax.

If you sponsor a close relative or friend, or if you have some personal involvement in the sponsored activity, then it may be harder to prove that the payment is wholly and exclusively for the purposes of your trade. If you think your sponsorship payment is allowable despite it being to a closely connected party, then keep records of the sponsorship agreement, for example :

  • Details of any correspondence or contracts including negotiations over the cost
  • Details of why this particular person or event was chosen to sponsor over and above any other possible candidates
  • Details of how the business itself will be promoted and how an appropriate target audience will be reached through this sponsorship
  • Procedures in place to review the effectiveness of the sponsorship on improving your sales and increasing your customer basis

If you are thinking of making sponsorship payments and are unsure if they will be allowable for tax purposes, please don’t hesitate to contact us on 01872 271655 or email Lydia.williams@kelsallsteele.co.uk

Tammy’s Half Marathon

Recently, one of our staff members, Tamsin Tann completed the Adidas Silverstone Half Marathon in aid of the Huntington’s Disease Association. Tammy’s initial fundraising target was £1,000, however with generous donations from family, friends and work colleagues she raised more than double that amount with the total currently standing at £2,040!

Tammy chose to raise money for the Huntingtons Disease Association as it’s a condition that has affected many members of her family, both directly and indirectly, including Tammy herself. Through her achievement in completing this half marathon Tammy hopes to raise not just money towards the charity, but also awareness of the disease.

Even though Tammy has now completed the half marathon, you can still donate via her personal JustGiving Page.

Tammy all ready to set off on her run.   ... and after successfully completing the 13 miles!

Huntingtons Disease is a degenerative disorder which affects the central nervous system and is caused by a faulty gene on chromosome 4. There is a 50:50 chance of inheriting the illness from a parent who has tested positive for HD and anyone that inherits the faulty gene will, at some stage, develop the disease.

There is currently no cure for Huntington’s Disease but there are special diets to prevent weight loss, as well as speech therapy and drugs to help with symptoms. Money raised towards the Huntington’s Disease Association will help towards research into finding a cure.

Clare's Charity Swim

Clare’s Charity Swim

Kelsall Steele Director Clare Vaughan is taking to the water again, following her successful  Swimathon for Sports Relief last year.

Last March Clare completed 100 lengths, which is 2.5Km, and thanks to many generous donations raised over £900 for Sports relief  this April she is hoping to achieve the same in aid of Marie Curie.

Clare will undertake the swim on Saturday 18th April.

Update – Swim Successfully Completed!

The day came and Clare successfully completed 100 lengths of the pool, well done Clare and thanks to everyone who pledged money in sponsorship. So far Clare has raised £655, however if you’d still like to make a donation and support Marie Curie you can donate to Clare via her Swimathon page

Here are a few action shots!


Clare said of the challenge “I am challenging myself to 100 lengths after having part of my bowel removed in October 2014 due to my Crohns Disease. I managed 100 lengths last year for Sport Relief and I hope I can get back to fitness.

I’m raising funds for Marie Curie to help them to provide care to over 40,000 people living with terminal illnesses across the UK.”

Once again, if you would like to support Clare in her efforts to raise money for such a great cause you can do so via her Swimathon Page

The Cove

Macmillan: The Cove Cancer Support Centre

Each year, here at Kelsall Steele, we choose a charity to support throughout the year. This year we have chosen to support ‘Macmillan Cancer Support’ in their fundraising efforts toward a new cancer support centre for Cornwall, called ‘The Cove’. The centre is set to cost approx. £2.8million, and Macmillan are hoping to raise £1million towards the centre over the course of the year.

One of the initiatives at Macmillan for this year is to enrol local businesses as ‘Business Champions’ – the idea being that each participating business makes a pledge to raise £1,000 over the course of the year. If Macmillan are able to secure the support of 100 local businesses, they hope to raise £100,000 – which would be a tenth of their £1million target!

What are we doing?

One of our fundraising ideas, which we run throughout the year, is dress down Friday for which everyone taking part donates £1. If we are able to raise just £20 in donations per week, over the course of the year we would easily hit the £1,000 target, so we’re very confident that we should be able to hit our £1,000 target.

However, we do hope to raise a lot more than the £1,000 target, so here in the offices we will be taking part in some fun and exciting activities and competitions to raise more money, so look out for details on our website throughout the year!


If you’d like to get involved and make a donation towards The Cove there are a few ways you can do so. If you’re in the area, we have a collection box on reception as well as some badges you can purchase to show your support. Alternatively you can TextCOVE50 £5′ to 70070 to donate £5 or if you prefer you can donate online

If you’re a local business and would like to become a Cove Business Champion yourself, you can find out more information on The Cove website, just fill out the form, make your pledge to raise £1,000 and get started raising money!

If you’d like more information on Macmillan or The Cove Cancer Support Centre you can see their websites, there is also a brochure in our reception with further details on The Cove centre.

Charity SORP

New Charity SORP

Charity SORP

Historically the Charity SORP (Statements of Recommended Practice) has been amended every five years or so but this time there has been a gap of 10 years due to the delay in publishing the new financial reporting standard FRS 102. The first difference to be noted is that there are now two SORP’s, a FRSSE SORP and a FRS102 SORP.


The FRSSE SORP can be used by charities which meet the small company thresholds, being meeting two out of the three following criteria; Income not more than £6.5m, balance sheet total not more than £3.26m and not more than 50 employees. The new SORP’s come into effect from year ends beginning 1 January 2015.


The key changes will be seen by charities adopting the FRS102 SORP, some of these include:

  • A statement of cash flow will be required; previously smaller charities were exempt from this requirement.
  • Legacy income should be recognised if the receipt is probable rather than certain, this is likely to result in an increased level of income. It is vital that good record keeping is maintained to identify when the income should be recognised.
  • Donated goods which are held for sale by the charity should be included within stock. The revenue is also recognised at fair value when the item is donated rather than when it is sold. If however it is impractical to assess the value of the donated stock at the point it is donated, then charities can continue with their current method of recognising income at the point the item is sold.
  • The SoFA has been revised, and there are now five incoming resources headings being, Donations & Legacies, Charitable activities, Other trading activities, Investments and Other. Expenditure headings have also changed and there will now only be three headings being Raising funds, Charitable activities and Other
  • Salary bandings are to be disclosed in the notes to the accounts in blocks of £10,000.

Further information can be obtained from www.charitysorp.org

Charity Merge

Charity Mergers

Merging Your Charity

It may be that you would like to bring in more skills or additional funds to your charity but are not sure that standing alone will present the charity with the opportunity to grow, attract new funders or just retain stability.

It is possible for two or more charities to merge into one organisation by one of the charities taking over another’s activities and assets or by forming a completely new charity to take over the same for all charities involved.

If merging is something you, as Trustees, are considering, then be sure to check that the governing documents allow a merger and that all charities involved have similar charitable aims and core values.  It may be that you will need to obtain permission from the Charity Commission.

Things to consider

The merger should be in the best interests of the charities’ beneficiaries, the Trustees should be united in believing that a merger is the best way forward and certain questions, amongst others, need to be answered:

  • Have we approached our beneficiaries for their view?
  • What will be the risks and benefits for our charity of a formal merger?
  • Are there any other forms of collaborative working we could explore that might achieve the same benefits?
  • Have we considered the full cost of merging?
  • Are we carrying out a due diligence exercise?

Charities need to be clear about all factors influencing the decision, can the charity reach more services, will the merger reduce overall costs, can the charity overcome financial uncertainty, will it achieve a better public profile.

There is much to consider but it may be worth exploring and the Charity Commission provides good guidance on this subject.

For more information on this topic, please contact Clare Vaughan on 01872 271655 or at clare.vaughan@kelsallsteele.co.uk.

KS Bake Off

The Great Kelsall Steele Bake Off

The Bake Off!

During September, Kelsall Steele’s keen bakers will be going head to head in their very own ‘Bake Off‘ to find out who’s the best! The aim of the competition, besides creating lots of delicious cakes, is to raise funds for Royal Cornwall Hospital’s Neo-Natal Unit.

Starting on the 1st September, the bakers will bring in their creations, according to the theme of the week, to be judged by the rest of the lucky Kelsall Steele staff!

The themes for each week’s creations are set out below:

If you’d like to keep up to date with what our budding bakers create each week, and who came out on top then make sure you follow our Facebook page where we will be posting photos and updates as the weeks progress.

The Winners!

Bake-Off Winners

1st Place: Kat Bryant, 2nd Place: Hayley Faro, 3rd Place: Melissa Best

The Charity

The bake off has been organised by Melissa Best, a Corporate Senior here at Kelsall Steele. Her chosen charity, the Delivery Suite and Neo-Natal Unit at Royal Cornwall Hospital Treliske is one close to her heart. Both her son, who was born 25 weeks early, and daughter who was 6 weeks early, having received care in the Neo-Natal unit.

Melissa said “My son was born weighing just 1 lb 9 oz, and was small enough to fit in the palm of my hand.  He is one of the many extreme premature babies born at Treliske.  My daughter thankfully was born much later, only 6 weeks early.  I consider myself very lucky to have them.  I would like to raise this money to help make the situation easier in any way, big or small, for either the babies or their family at the hospital.

I am very thankful for your donations, no matter how small. “

If you would like to make a donation towards the Neo-Natal Unit at Treliske to help support the work they do with premature babies, you can do so via Melissa’s JustGiving link: https://www.justgiving.com/Melissa-Best/ – any donation, however big or small is appreciated.

Charity Triathlon

Georgina’s 200 Mile Charity Triathlon

In May, Kelsall Steele’s Georgina Monk took up the challenge of a 200 mile Triathlon from Gloucester to Blackpool raising money for The British Heart Foundation over the space of a week.

Each year the County Chairman of Cornwall Federation of Young Farmers sets a charity challenge to get a group of members to the Annual General Meeting, also known the Cornwall YFC “WOTNOT”. Joined by 46 fellow members of the Federation, it was a brilliant week and a great achievement for all involved.

The Triathlon

Georgina walked 47 miles from Maismore in Gloucester to Worcester. “This is not my first WOT NOT, I cycled 400 miles of the Olympic torch route from London to Torquay in 2012 and 2013 saw me canoe 100 miles of river Thames, however the walking this year was the hardest thing I have done.”

The next stage was to Canoe 20 miles of the Canal in Worcester which given her previous WOTNOT challenges she believed this would a walk in the park. “Due to having no flow of the river and unmanned locks meant we had to carry the canoes around them, this was harder than previously expected, however a great way to see the countryside and some of the sites.”

The last 2 and half days saw the team cycle 150 miles from Worcester to Blackpool. “Being a keen cyclist and used to the Cornish terrain this was quite a relaxing section of the days, however I do think I need to work on my map reading skills! Trying to navigate the back roads in the north was the hardest part of the challenge, taking numerous wrong turnings always hoping you were not going to pop up on the M6.”

Triathlon Cyclists

Federation of Cornwall Young Farmers

The Federation of Cornwall Young Farmers is a federation run by the members for the members, with 3 members of staff and 6 volunteers overseeing all activities. It has been going strong for 77 years. Cornwall has 20 clubs across Cornwall playing host to over 730 members. Georgina is currently the Junior Vice Chairman of Young Farmers and looks to become the County Chairman in September 2015.

Making a Donation

The team hope to raise in excess of £5,000 for the British Heart Foundation, although we have completed the challenge it is never too late to show your support for such a good cause. If you would like to show your support, please contact Georgina regarding sponsoring her, let’s keep Cornwall Heart’s Pumping!

Further Coverage:

Farmers Weekly
YFC Convention.org.uk

Charity Annual Return

New Charity Annual Return

Charity Annual Return

The Charity Commission, the independent regulator of charities in England and Wales, have updated the charity annual return form for 2014 in order to better serve the regulatory work and the public’s interest in charities.

The charity annual return must be completed by all registered charities with an income over £10,000 and must be filed within 10 months of their financial year end. All Charitable Incorporated Organisations (CIO’s) are required to submit an annual return regardless of their income.

Previously, charities with a gross annual income of over £1 million had to complete a Summary Information Return (SIR) in part C of the annual return – this requirement has now been removed.

The charity annual return is important because it is a key tool that the Commission uses to inform its regulatory approach, promote good governance and make sure that charities are accountable to the public. The information provided on the return will be used to update the charity’s profile on the Commissions website.

The charity annual return will require a charity to disclose whether it:-

  • Has had its accounts qualified by an auditor or independent examiner
  • Pays any of its trustees for acting as charity trustees
  • Has a trading subsidiary
  • Raises funds from the public
  • Makes grants as its main activity
  • Works with a commercial participator, and, if it does, whether it has an agreement with them
  • Has written policies in place on risk management, investment, safeguarding vulnerable beneficiaries, conflicts of interest, volunteer management and complaints handling
  • Is regulated by a regulator or registered with any other registrar than the Commission

In addition to this the Commission will also display on the register whether the charity:-

  • Was formed by the merger of two or more charities or whether it is a charitable company set up to receive the assets of an unincorporated charity.
  • Is a member of the Fundraising Standards Board (FRSB).
  • Whether the charity has become insolvent
  • Whether the charity is subject to enforcement action by the Commission for non-submission of accounts (where a charity has failed to submit its accounts after repeated reminders and remained in default six months after the filing deadline).

For more information or assistance with completing your charity annual return please do not hesitate to contact us on 01872 271655, or you can email James directly at james.tregay@kelsallsteele.co.uk

Considering becoming a Charity Trustee?

There are over 900,000 serving charity Trustees in England and Wales who have a real desire to make a difference to society and not only contribute their time and expertise to the aims and objectives of charities but learn from the people with whom they interact.

The responsibilities of being a Trustee are serious and far reaching and include:

  • Directing the affairs of a charity;
  • Ensuring it is well run and solvent;
  • Delivering the charitable outcomes for the benefit of the public;
  • Ensuring the charity complies with applicable charity law and if relevant with company law;
  • Ensuring the charity is run in accordance with its governing document;
  • Avoiding personal conflicts of interest; and
  • Using reasonable care and skill in your work as a Trustee.

These are the fundamental obligations of accepting a role as a Trustee and it is also worthwhile doing your homework before agreeing to the task, for example:

  • Learn as much as you can about the charity;
  • Enquire into their induction procedure for an incoming Trustee;
  • Attend Board meetings prior to accepting the role;
  • Meet the key staff and potentially beneficiaries; and
  • Review the filed charity accounts and governing document;

Becoming a charity Trustee should not be undertaken lightly as it can be a large commitment of time, onerous obligations and no remuneration.  However if the right people can come together on a Board to bring their experience, passion and knowledge in the advancement of a charity, it can be an enormously rewarding role.

Please see the Charity Commission website for more information on becoming a charity Trustee.

If you’d like any further information on this topic, please speak to Clare Vaughan on 01872 271655 or email clare.vaughan@kelsallsteele.co.uk

Golf Day raises £6,000 for Charity

Kelsall Steele Investment Services successfully raised £6,000 through their annual golf day. This years event was in aid of the Phoenix Stroke Appeal.

Held at Falmouth Golf Club, the golf day was well attended with over 75 people taking part.

The £6,000 donation cheque with Kat Bryant, organiser Lucien Trathen, Gillian Molesworth from the Phoenix Stroke Appeal, and Kayleigh Nance.

The golf day also included a charity raffle, with lots donated by local businesses. Lots included hotel stays, meals out, and electronic goods. There was also a raffle held to win tickets to watch Manchester City vs Manchester United.

KSIS Director, Lucien Trathen said: “We were very pleased that our event was so well supported. It was a bit of a wet start for the morning golfers, but luckily the sun came out later in the day, and the Falmouth course is always great.

“We had 20 teams take part, and so many fantastic donations for our raffle and charity auction that we held after the meal. We are so grateful to everyone who helped make the day a success.”

Money raised for the Phoenix Stroke Appeal goes towards the dedicated stroke units at Bodmin and Camborne Redruth Community Hospitals. You can find out more about the Phoenix Stroke Appeal on their website