THE JOAN LYNETTE DALTON CHARITABLE TRUST
Financial health, per its FY2024 accounts
The accounts state that the charity held free reserves of £44,160 at the end of the reporting period, an increase from £9,632 in the prior year. The charity also holds bank balances of £9,180 and investments valued at £2,084,844 within an expendable endowment fund. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks.
What the accounts disclose
“The Trustees pursue a policy of maintaining a free reserve available to be spent in the furtherance of the charity’s objectives as well as covering future needs, opportunities, contingencies and risks.”
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 27/12/2025 | £120k | £171k |
| 27/12/2024 | £49k | £24k |
| 05/04/2024 | £55k | £79k |
| 05/04/2023 | £40k | £52k |
| 05/04/2022 | £28k | £64k |
Common questions
Is THE JOAN LYNETTE DALTON CHARITABLE TRUST financially healthy?
The accounts state that the charity held free reserves of £44,160 at the end of the reporting period, an increase from £9,632 in the prior year. The charity also holds bank balances of £9,180 and investments valued at £2,084,844 within an expendable endowment fund. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks. Its FY2024 accounts were independently examined.