DAN'S TRUST

Charity number: 1180080
Charity reporting is up to date (176 days late)

Charity overview

Activities - how the charity spends its money

The charity has been set up to take on the assets, liabilities and activities of the unincorporated charity "The Daniel Bagshaw Memorial Trust" (1149893). This will take place after 1 December 2020. The charity will have general charitable purposes including education and the advancement of health and saving of lives.

Income and expenditure

Data for financial year ending 30 November 2023

Total income: £12,280
Total expenditure: £139,891

People

9 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
  • Amateur Sport
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 26 September 2018: CIO registration
  • 06 January 2022: Funds received from 1149893 THE DANIEL BAGSHAW MEMORIAL TRUST
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SHELAGH MARY BAGSHAW Trustee 26 September 2018
None on record
IAN PETER BAGSHAW Trustee 26 September 2018
None on record
PETER BAGSHAW Trustee 26 September 2018
None on record
GARY EDWARD BAGSHAW Trustee 26 September 2018
None on record
ELIZABETH BAGSHAW Trustee 26 September 2018
None on record
CHARLES EDWARD GILES LEEMING Trustee 26 September 2018
None on record
Dr AMANDA VARNAVA Trustee 26 September 2018
None on record
SARAH LOUISE BAGSHAW Trustee 26 September 2018
None on record
DANIEL CHELVA RAJAH BAMFORD Trustee 26 September 2018
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 30/11/2019 30/11/2020 30/11/2021 30/11/2022 30/11/2023
Total gross income £0 £0 £224.97k £51.26k £12.28k
Total expenditure £0 £0 £16.40k £103.67k £139.89k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 November 2023 25 March 2025 176 days late
Accounts and TAR 30 November 2023 25 March 2025 176 days late Download Open in new window
Annual return 30 November 2022 30 September 2023 On time
Accounts and TAR 30 November 2022 30 September 2023 On time Download Open in new window
Annual return 30 November 2021 30 September 2022 On time
Accounts and TAR 30 November 2021 30 September 2022 On time Download Open in new window
Annual return 30 November 2020 06 December 2021 67 days late
Accounts and TAR 30 November 2020 06 December 2021 67 days late Download Open in new window
Annual return 30 November 2019 03 November 2020 34 days late
Accounts and TAR 30 November 2019 03 November 2020 34 days late Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - FOUNDATION Registered 26 Sep 2018

Charitable objects

THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO APPLY IT IN SUCH MANNER AS THEY FROM TIME TO TIME THINK FIT FOR OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES. THESE MAY INCLUDE, WITHOUT LIMITATION: 1. TO ADVANCE THE EDUCATION OF SCHOOL PUPILS IN LANCASHIRE, AND SUCH OTHER AREAS AS THE TRUSTEES FROM TIME TO TIME THINK FIT, BY PROVIDING OR OTHERWISE ASSISTING IN THE PROVISION OF FACILITIES, GRANTS, BURSARIES OR OTHER AWARDS TO SUPPORT THEM IN THEIR WIDER EDUCATION; 2. THE ADVANCEMENT OF HEALTH AND THE SAVING OF LIVES BY: A) THE PROMOTION AND PROTECTION OF THE LIVES AND PHYSICAL HEALTH OF PEOPLE WHO HAVE CARDIAC CONDITIONS CAUSING THEM TO BE SUSCEPTIBLE TO SUDDEN CARDIAC DEATH; B) THE EDUCATION OF THE GENERAL PUBLIC THROUGHOUT THE UK IN MATTERS RELATING TO SUDDEN CARDIAC DEATH IN THE YOUNG; C) THE PROVISION AND/OR ASSISTANCE IN THE PROVISION OF FACILITIES, SUPPORT SERVICES AND EQUIPMENT IN RELATION TO THE PREVENTION OF SUDDEN CARDIAC DEATH IN THE YOUNG; AND D) THE PROVISION OF MEDICAL SERVICES TO THE FAMILY, AND BEREAVEMENT SUPPORT TO THE FAMILY AND FRIENDS, OF SOMEONE WHO SUFFERED A YOUNG SUDDEN CARDIAC DEATH; AND 3. TO PROMOTE AND FURTHER GENERAL CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITIES OF LANCASHIRE AND SUCH OTHER AREAS OF THE TRUSTEES FROM TIME TO TIME THINK FIT, INCLUDING THE PROVISION OF RELIEF FROM FINANCIAL HARDSHIP AND SOCIAL AND/OR ECONOMIC DISADVANTAGE AND THE ADVANCEMENT OF THE EDUCATION OF ITS RESIDENTS OF ALL AGES, IN PARTICULAR TO PROVIDE OPPORTUNITIES FOR THE AFOREMENTIONED RESIDENTS TO PARTICIPATE FULLY IN THE LIFE OF THEIR COMMUNITY IN WAYS WHICH ADDRESS AND ALLEVIATE SOCIAL AND ECONOMIC DISADVANTAGE.

Contact information

Address:
1 Silver Birches Close
RICHMOND
Surrey
TW10 6NX
Phone:
02074565303
Email:
INFO@DANSTRUST.ORG
Website:

www.danstrust.org/ Open in new window