Charity Accounts Intelreading the accounts so you don’t have to

THE DALBY CHARITABLE TRUST

Registered charity 1110118 · accounts filings on the Charity Commission register

10 donations totaling ?71,000 were made of which 3 were for Children's Welfare, 5 were for General Welfare and 2 were for the Arts.

Causes: General Charitable Purposes · The Prevention Or Relief Of Poverty · Armed Forces/emergency Service Efficiency · Get email alerts

Latest income
£35k
Latest spending
£117k
Registered
2005
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total unrestricted funds stood at £802,923, comprising cash funds of £61,668 and investment assets valued at £744,950. The trustees consider the assets to be 'expendable endowment' rather than reserves, noting that free reserves are held to fund management costs and continuing donations. The independent examiner confirmed that no material matters were identified that would cast doubt on the accounts or the keeping of proper records.

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

What the accounts disclose

Reserves policy: The trustees consider the assets of the trust as “expendable endowment” to provide income from which to make donations and not as reserves. Any unrestricted funds not committed or invested in tangible fixed assets (‘the free reserves’) are held to fund management, administration and support costs and continuing donations in furtherance of the charity’s objectives. (held: £62k)
“The trustees consider the assets of the trust as “expendable endowment” to provide income from which to make donations and not as reserves. Any unrestricted funds not committed or invested in tangible fixed assets (‘the free reserves’) are held to fund management, administration and support costs and continuing donations in furtherance of the charity’s objectives.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation of investment units from trustee
“A donation of 3,920 JP Morgan Indian Investment Trust income units were received from Mr Patrick Dalby (trustee) during the year. The units were independently valued at £39,984 at the date of the transfer.” — page 9
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 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
05/04/2025£35k£117k
05/04/2024£17k£105k
05/04/2023£46k£107k
05/04/2022£50k£108k
05/04/2021£36k£107k

Common questions

Is THE DALBY CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total unrestricted funds stood at £802,923, comprising cash funds of £61,668 and investment assets valued at £744,950. The trustees consider the assets to be 'expendable endowment' rather than reserves, noting that free reserves are held to fund management costs and continuing donations. The independent examiner confirmed that no material matters were identified that would cast doubt on the accounts or the keeping of proper records. Its FY2025 accounts were independently examined.