DUNN FAMILY CHARITABLE TRUST
Donations made for Charitable purposes at Trustees discretion
Objects
SUCH CHARITABLE PURPOSE OF PURPOSES OR IN THE FURTHERANCE OF ANY SUCH CHARITABLE OBJECT OR OBJECTS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £2,507,161, having decreased from £2,571,804 the previous year due to a net expenditure deficit of £79,665 before investment gains. The trustees report no major risks to the charity and confirm it is prepared on a going concern basis. The charity holds significant investments valued at £2,503,497 to support its charitable objectives.
What the accounts disclose
“The Trustees reserve the ability to retain part of the trust’s income for any year as part of its reserves and not to distribute the whole of the unexpended income if in that year the Trustees do not identify sufficient recipients worthy of their support.” — page 5
“In the year under review Rushcliffe Estates Limited raised a management charge of £15,000 (2024: £15,000) due for administrative work performed by them on behalf of the Trust. Mr N A Dunn, Mrs JR Chester and Mrs L J Dunn are shareholders and/or directors of Rushcliffe Estates Limited and Trustees of the Dunn Family Charitable Trust.” — page 12
Policies the charity declares
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- JACKY CHESTERchair
- GRAHAM RICHARD DUNN
- LISA JAYNE DUNN
- NIGEL A DUNN
- PETER MARTIN DUNN
- RICHARD M DUNN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £58k | £138k |
| 31/03/2024 | £59k | £119k |
| 31/03/2023 | £64k | £117k |
| 31/03/2022 | £59k | £115k |
| 31/03/2021 | £54k | £87k |
Common questions
Is DUNN FAMILY CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £2,507,161, having decreased from £2,571,804 the previous year due to a net expenditure deficit of £79,665 before investment gains. The trustees report no major risks to the charity and confirm it is prepared on a going concern basis. The charity holds significant investments valued at £2,503,497 to support its charitable objectives. Its FY2025 accounts were independently examined.