2024-12-31-accounts - J M Dixon Charity

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Trustees’ Annual Report for the period

From 1 January 2024 To 31 December 2024

Charity name: J M Dixon

Charity registration number: 1092971

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	Support institutions in Mickleton
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	Generate income from the letting of houses in Mickleton
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	Trustees note CC guidance

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
	Para 1.38
Policy on grant making
	Para 1.38
Policy on social investment
including program related
investment
	Para 1.38
Contribution made by
volunteers
Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	Distribution of grants in Mickleton, amongst others: - Village Hall - Cricket Club - WI - Allotment gardens - Community foundations

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Distributions increased in the year and remain financially sound.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Reserves held for the maintenance of the houses
Amount of reserves held	Para 1.22	Approx. £ 50k
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24	None
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:		Trust Deed
Type of governing document (trust deed, royal charter)	Para 1.25	Trust
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Trust
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Trustees appointed Chair elected annually

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	J M Dixon
Other name the charity uses
Registered charity number	1092971
Charity’s principal address	Kiftsgate Court Chipping Campden Gloucs GL55 6LN

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	J Chambers	Chair
	C.Hoggins
	R. Caldicott
	R. Yates

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets None held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) J G Chambers Full name(s) Jonathan Guy Chambers

Position (eg Secretary, Chair Chair, etc)

Date 15.10.25

J.M.DIXON CHARITY (Charity Number 1092971) RECEIPTS & PAYMENTS ACCOUNT FOR THE YEAR TO 31- DECEMBER 2024 AND BALANCE SHEET AS AT 31ST DECEMBER 2024 I certify that I have examined the records of the above named charity, for the year ended 31 December 2024 and confirm these Accounts are in accordance therewith. Signed.. Name: Address: tsPI Dated: Presented By: Signed: Rachel Yates (Treasurer)

J.M DIXON CHARITY (Charity Number 1092971) Receipts and Payments as at December 3tst, 2024 Receipts 2024 2023 Rent ReIpts No2 No3 No4 8.4 7,8(M) 25,2(Xl 7,800 25,200 Bank Interest Received Fixed Term Interest 342 1,805 2,147 27.347 664 25,864 Payments Insurance Management Fees Refurbishment/Repalrs No2 RefurblshmenVRepairs No3 RefurbishmenVRepairs No4 Gas Checks Clerlcal Services Grants Made Legal Fees & Advice Additional Fees SBK 768 3,780 2,926 1,468 8.083 342 200 10,050 3,780 4.579 432 257 12,100 756 120 120 29,028 27,737 Net Surplus / Defidt for Year {.1,681) (.1,873) Bank Balanw to Date: Charity Current A/C iX)246892 Bus Instant Access 07041374 Lloyds Fixed Terni Dep lyr (Matured & Closed 12112124) 683 26.591 76,188 77,278 77,274 Slgned Chalrperson: (Mr J Chambers) Examlners Initials:

J.M DIXON CHARITY (Charity Number 1092971) Balance Sheet as at December 31st, 2024 EOY'24 2024 EOY'23 2023 Investments . At Cost COIF Charity Investment Fund C03076664 42.551 io.ocKJ 40.491 10.000 Quilter {Old Mutual) Collective Investment AC2306297-002 40.449 30.000 37.146 30,000 Investec Deposit Plan {04126) FfsE 100 A/C 50(XX)94225 24,770 20.(M)O 23.175 20,000 107,770 60,000 IIX),812 60.000 Current Assests Lloyds Charity Current A/C 00246892 Lloyds Bus Instant Access 07041374 Lloyds Flxed Term Dep lyr Rents held by SBK (Sept'24) 1.090 76,188 683 26,591 50,000 1,785 77,278 137,278 79,059 139,059 Current Llabllltles loo Net Assests 137,278 138,959 Represented By: Brought Forward 138,959 140.832 Add Surplus / Deficit for Year (-1,681) (-1,873) RESERVES CARRIED FORWARD 137.278 138,959 NOTES TO THE ACCOLINTS: Freehold Properties Administered by the Trust Cottage 2, Back Lane, Mickleton Cottage 3, Back Lane, Mickleton Cottage 4, Back Lane, Mickleton Examlners Inltlals: