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D L M CHARITABLE TRUST

Registered charity 328520 · accounts filings on the Charity Commission register

Donations to registered charities, mainly in the Oxfordshire Area

Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Religious Activities · Grant history (this charity is a funder) · Get email alerts

Latest income
£198k
Latest spending
£183k
Registered
1990
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity reported a net surplus of £43,880 for the year ended 5th April 2024, following a significant shortfall in the previous year. Unrestricted reserves stood at £37,621, which the trustees note is reviewed annually to ensure sufficient cash is available to meet the programme of grants. The charity's primary funding source is its investment portfolio, which generated £167,091 in income this year.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: sufficient cash reserves are available to enable the Trust to meet its programme of grants (held: £38k)
“It is the policy of the Trust to maintain reserves so that the Charity is in a position to absorb setbacks and take advantage of change and opportunities.” — page 2
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Accountancy fees payable to trustee
“The accounts include a provision for accountancy fees of £1,750 (2023 - £1,750) payable to J A Cloke for accountancy services.” — page 6
Per its FY2024 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: Oxfordshire

Income and spending

Financial year endIncomeSpending
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 FY2024 accounts: The accounts state that the charity reported a net surplus of £43,880 for the year ended 5th April 2024, following a significant shortfall in the previous year. Unrestricted reserves stood at £37,621, which the trustees note is reviewed annually to ensure sufficient cash is available to meet the programme of grants. The charity's primary funding source is its investment portfolio, which generated £167,091 in income this year. Its FY2024 accounts were independently examined.