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.

Objects

THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO PAY THEM TO SUCH CHARITY OR APPLY THEM FOR SUCH OBJECTS ("THE OBJECTS") IN EACH CASE IN ANY PART OF THE WORLD AS ARE EXCLUSIVELY CHARITABLE IN ACCORDANCE WITH THE LAWS OF ENGLAND AND WALES AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) FOR THE RELIEF OF FINANCIAL HARDSHIP EITHER GENERALLY OR INDIVIDUALLY OF PEOPLE LIVING IN THE UNITED KINGDOM BY MAKING GRANTS OF MONEY FOR PROVIDING OR PAYING FOR ITEMS SERVICES OR FACILITIES.

Area of benefit: ANY PART OF THE WORLD. IN PARTICULAR UNITED KINGDOM

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 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.

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.

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.