## **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
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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 Re￿Ipts 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: 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 Re￿Ipts 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: