D L M CHARITABLE TRUST
Donations to registered charities, mainly in the Oxfordshire Area
Objects
UPON TRUST TO PAY OR APPLY THE WHOLE OR ANY PART OF THE CAPITAL THEREOF IN OR TOWARDS SUCH CHARITABLE PORPOSES AS THE TRUSTEES SHALL IN THE EXERCISE OF THEIR DISCREATION FROM TIME TO TIME THINK FIT.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves amounted to £49,296, an increase from the previous year's £37,621. The charity's reserves policy is to maintain sufficient cash to meet its grant programme, and the trustees review the adequacy of this policy annually. The net surplus after grants and expenses was £14,650, supported by investment income of £189,453.
What the accounts disclose
“The income from investments for the year was £189,453 (2024 - £167,091) and from property £8,475 (2024 - £7,725)” — page 3
Policies the charity declares
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
Trustees
- PHILIPPA SAWYERchair
- JEFFREY ALAN CLOKE
- JENNIFER ELIZABETH PYPER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £198k | £183k |
| 05/04/2024 | £175k | £131k |
| 05/04/2023 | £184k | £1.1m |
| 05/04/2022 | £142k | £174k |
| 05/04/2021 | £133k | £161k |
Common questions
Is D L M CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves amounted to £49,296, an increase from the previous year's £37,621. The charity's reserves policy is to maintain sufficient cash to meet its grant programme, and the trustees review the adequacy of this policy annually. The net surplus after grants and expenses was £14,650, supported by investment income of £189,453. Its FY2025 accounts were independently examined.