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RJ AND AH DANIELS CHARITABLE TRUST

Registered charity 1050703 · accounts filings on the Charity Commission register

Apply income or capital for the benefit of such charities as the trustees shall think fit.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income
£214k
Latest spending
£325k
Registered
1995
Accounts read
FY2023

Financial health, per its FY2023 accounts

The accounts state that the charity holds unrestricted free reserves of £212,074.76, which exceeds the stated policy target of three months' expenditure. The trustees confirm adequate assets are available to fulfill obligations and report no material uncertainties regarding going concern.

Automated summary of the FY2023 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investment Income (94% of income)
“Income from UK Listed Securities 170,845.54” — page 10
Per its FY2023 accounts as filed with the Charity Commission.
Fundraising cost ratio: 0.0% of fundraised income — below the 25th percentile for charities its size (median 2.9%)
“No fundraising is undertaken to support the work of the charity.” — page 3
Per its FY2023 accounts as filed with the Charity Commission.
Payments to trustees: SG Kleinwort Hambros Trust Company (UK) Limited received remuneration as Corporate Trustee.
“SG Kleinwort Hambros Trust Company (UK) Limited received a remuneration at market rate for its services as Corporate Trustee.” — page 10
Per its FY2023 accounts as filed with the Charity Commission.
Related-party transaction: Remuneration paid to Corporate Trustee
“Remuneration of £21,078.00 (£19,020.00 in 2022) including VAT was paid to SG Kleinwort Hambros Trust Company (UK) Limited for its service as Corporate Trustee.” — page 13
Per its FY2023 accounts as filed with the Charity Commission.

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

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2024£214k£325k
31/12/2023£182k£227k
31/12/2022£162k£241k
31/12/2021£30k£1k
31/12/2020£32k£66k

Common questions

Is RJ AND AH DANIELS CHARITABLE TRUST financially healthy?

Per its FY2023 accounts: The accounts state that the charity holds unrestricted free reserves of £212,074.76, which exceeds the stated policy target of three months' expenditure. The trustees confirm adequate assets are available to fulfill obligations and report no material uncertainties regarding going concern. Its FY2023 accounts were independently examined.