THE DANDY CHARITABLE TRUST (Registered Charity No 1071115) 

## REPORT AND ACCOUNTS 

For the year ended 30" June 2025 

1 

## THE DANDY CHARITABLE TRUST REPORT (Registered Charity No 1071115) OF THE TRUTEES for the year ended 30% June 2025 

## OBJECTS 

The Charity was constituted by a Deed of Trust dated 29*" May 1998 and is registered for the following purposes: 

a) The relief of poverty and human suffering and distress, b) The advancement of education, ¢) The advancement of religion, d) Other purposes beneficial to the community and public interest. 

## ACTIVITY 

During the year covered by this Report the Fund’s financial highlights were: 


**----- Start of picture text -----**<br>
|||||||
|---|---|---|---|---|---|
|2025|2024|
|Total|£|£|
|Total|Income|139,238|55,339|
|expenses|150|126|
|Grants and donations|25,200|20,395|
|Net investment|in stocks and shares|122,851|181,023|
|Realised|(Loss) /Gain|(net) on|portfolio sales|0|(13,461)|
|Unrealised|(depreciation) /appreciation|of portfolio|86,456|30,059|

**----- End of picture text -----**<br>


## During the year 

The Trustees confirm that they have complied with the duty in section 4 of the Charities Act 2006 to have due grantsregard toare publicmade.benefit guidance published by the Charity Commission, in determining those charities to which 

## TRUSTEES 

The Trustees who served during the year were: 

MG Donovan, TM Townsend, KC Townsend, FCL Donovan 


**----- Start of picture text -----**<br>
The minimum number of Trustees is two. Three present trustees were a ppointed at the formation of the Trust<br>in May 1998, K Townsend and F Donovan were appointed on the retirement of Margaret Donovan; and<br>reappointments are made in accordance with the Trust Deed, and present terms of office are for 4 years<br>Ms CA Donovan was appointed as a trustee on 18" June ye for period of 4 years.<br>M G Donovan, On behalf of the Trustees HLA / oe October 2025<br>Main Address: Huntleys, Broadford Bridge Road / a i) Nb<br>West Chiltington, West Sussex RH202LD / i le<br>**----- End of picture text -----**<br>


2 

## THE DANDY CHARITABLE TRUST 

## (Registered Charity No 1071115) 

## Statement of Financial Activities for the year ended 30" June 2025 

||2025|2024|
|---|---|---|
||£|E|
|Incoming Resources|||
|Donations<br>Distributionsfrom investments<br>Interest<br>IncomeTax recovered|100,500<br>38,595<br>143<br>0|10,000<br>41,256<br>83<br>4000|
||139,238|55,339|
|Movement invalueofinvestments: realised<br>7<br>=<br>*<br>»<br>“<br>:unrealised|0<br>86,456|(13,461)<br>(30,059)|
||205,694|71,937|
|Outgoing Resources|||
|Grantsanddonations (detailed inNote 3)<br>General expenses<br>IndependentExaminer’sfee|25,200<br>0<br>150|20,395<br>(24)<br>150|
||25,350|20,521|



3 

THE DANDY CHARITABLE TRUST (Registered Charity No 1071115) 

## Balance Sheet at 30" June 2025 

||2025||2024|
|---|---|---|---|
|Fixed Assets|£|:|£|
|Investments (Note 1)|1,126,506||922,013|
|CurrentAssets||||
|Cash atbank<br>Cashwithstockbroker<br>Netcurrentassets|1,696<br>5,425<br>7,121||3,651<br>7,619<br>11,491|
|TotalAssets|1,133,627||933,283|
|REPRESENTED BY||||
|General Fund (Note 2)|987,453||933,283|
|NOTES||||
|1. Investments—Balance at1 July2024<br>Additionsatcost<br>Disposals atmarketvalue<br>Netinvestment(losses)/gainsintheyear<br>Balance atmarketvalueat30June2024|922,013<br>122,851<br>(4,814)<br>86,456.<br>1,126,506||875,317<br>181,023<br>(150,965)<br>16,598<br>922,013|
|2.Generalfund - balanceat1July2024<br>Incomingresources<br>Outgoingresources<br>Balanceat30June2024|933,283<br>205,694<br>(25,350)<br>1,133,627||881,867<br>71,937<br>(20,521)<br>933,283|



4 

## NOTES 

## THE DANDY CHARITABLE TRUST (Registered Charity No 1071115) 

|3.Grantsanddonations<br>Alzheimer’s<br>Society<br>Amnesty<br>International UK<br>British<br>HeartFoundation<br>British red Cross<br>CAFOD— Donation andWorld Gifts<br>Cardinal HumeCentre<br>Council ofChristiansandjews.<br>CRISIS<br>De Paul UK<br>Dentaid<br>DiabetesUK<br>Elmbridge RentStart<br>Emmaus<br>FreedomfromTorture (formerlyTheMedical Foundation)<br>Friends ofArundelCathedral<br>Friends ofThevenerable (English College,Rome)<br>GlaucomaUK<br>Greenpeace Environmentaltrust<br>HCPT<br>JesuitDevelopmentFund<br>Kingston ChurchesActionon Homelessness<br>Kingston HospitalCharity(FormerlyCancerUnit<br>LArcheUK<br>LArcheComoxvalley<br>LeonardCheshire Disability<br>LEPRA<br>MacMillan Cancer Relief<br>Mary’sMeals<br>MedicinssansFrontieres<br>MultipleSclerosisSociety<br>Orbis International<br>Oasis Children’s Charity<br>OurLadyofLourdes Parish (2)<br>OLOL-Parish Priest(Christmasand Easter)<br>PracticalAction<br>PrincessAlice Hospice<br>ProstateCancerUK<br>RNIB|2024/25<br>£<br>500<br>500<br>500<br>500<br>500<br>500<br>500<br>500<br>500<br>500<br>500<br>500<br>500<br>500<br>500<br>500<br>500<br>500<br>500<br>500<br>1,000<br>500<br>500<br>500<br>1,000<br>500<br>500<br>500<br>500<br>400<br>200<br>500<br>500<br>500|2023/24.<br>£<br>450<br>450<br>450<br>450<br>450<br>450<br>45<br>450<br>450<br>450<br>450<br>450<br>450<br>450<br>450<br>450<br>100<br>450<br>450<br>450<br>450<br>450<br>450<br>450<br>450<br>450<br>450<br>450<br>450<br>400<br>300<br>450<br>450<br>450||
|---|---|---|---|
|Shelter<br>Smile Train|500<br>500|450<br>450||
|SPICMA<br>SPUCEducationalResearch<br>Survive-Miva<br>Sustrans<br>StMungo’s<br>St Paul’s Primary School|500<br>500<br>500<br>500<br>100<br>500|450<br>450<br>450<br>100<br>450||
|St<br>Patrick’sMissions<br>ThePassage 2000<br>The British RefugeeCouncil<br>UNICEF|500<br>500<br>1,000|100<br>450<br>450<br>450||
|Versus<br>Arthritis<br>VolunteerServiceOverseas<br>Water Aid|500<br>500<br>500|450<br>450<br>450||
||500|450||
|Total|25,200|20,395||
||||=’|



THE DANDY CHARITABLE TRUST (Registered Charity No 1071115) 


pagesI report 2 on to the5 accounts ofThe Trust for the year ended 30th June 2025, which are set out on 

Respective responsibilities of Trustees and Examiner The charity’s trustees are responsible for the preparation ofthe accounts. The charity’s trustees consider that an audit is not required for this year under section 144 (2) ofthe Charities Act 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibility to : Examine the accounts under section 145 of the 2011 Act To follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act, and To state whether particular matters have come to my attention. 

, 

Basis of Independent Examiner’s Report My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review ofthe accounting records kept by the charity and a comparison ofthe accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the statementaccounts presentbelow. a ‘true and fair view’ and the report is limited to those matters set out in the 

Independent Examiner’s Statement In connection with my examination, no matter has come to my attention: 

1. which gives me reasonable cause to believe that in any material respect the requirements: ~ to keep accounting records in accordance with section 130 of the 2011 Act, and ~ to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met: or 

2. toof which,the accountsin my to opinion, be reached. attention should be drawn, in order to enable a proper understanding 

Holmes & Co Ltd Chartered Accountants Claygate 6 

Date 6" October 2025