## **Trustees' Annual Report for the period** 

## **From** 

Period start date Period end date 

**To** 

Day Month Year Day Month Year 

Section A                        Reference and administration details 

March **2012** 

**TAR** 

1 



## **Charity name** 

## DJM CHARITABLE TRUST 

**Other names charity is known by** 

**Registered charity number (if any)** 

1178383 

**Charity's principal address** 

C/O DJM LAW LIMITED 

March **2012** 

**TAR** 

2 



## 16 AXIS WAY, MALLARD WAY 

SWANSEA VALE, SWANSEA 

## **Postcode** 

## **SA7 0AJ** 

## **Names of the charity trustees who manage the charity** 

**Trustee name Office (if any) Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any)** 

March **2012** 

**TAR** 

3 



1 

## SHERAZ AKRAM 

2 

## MICHAEL SNOWDON 

3 

BARRY DAVIES 

4 

PAUL THORNBURN 

5 

March **2012** 

**TAR** 

4 



TAR
March 2012

io
li
12
13
14
TAR
March 2012

15
16
17
18
TAR
March 2012

19 

20 

## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** 

**Name Dates acted if not for whole year** 

March **2012** 

**TAR** 

8 



## **Names and addresses of advisers (Optional information)** 

## **Type of adviser Name Address** 

## **LEGAL** 

DJM LAW LIMITED 

16 AXIS COURT, MALLARD WAY, SWANSEA VALE, SWANSEA, SA7 0AJ 

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

## **Section B              Structure, governance and management** 

March **2012** 

**TAR** 

9 



**Description of the charity’s trusts** 

Type of governing document (eg. trust deed, constitution) 

## CONSTITUTION 

## How the charity is constituted 

(eg. trust, association, company) 

## CHARITABLE INCORPORATED ENTITY 

Trustee selection methods 

(eg. appointed by, elected by) 

## BOARD OF TRUSTEES 

## **Additional governance issues (Optional information)** 

You **may choose** to include additional information, where relevant, about: 

- policies and procedures adopted for the induction and training of trustees; 

- the charity’s organisational structure and any wider network with which the charity works; 

- relationship with any related parties; 

- trustees’ consideration of major risks and the system and procedures to manage them. 

## **Section C                    Objectives and activities** 

## **Summary of the objects of the charity set out in its governing document** 

SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE 

## **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** 

NONE IN THE PERIOD. UNFORTUNATELY DUE TO COVID THE CHARITY HAD TO CANCEL A NUMBER OF EVENTS IT HAD PLANNED. THESE WILL BE CARRIED OUT IN THE 2022 CALENDAR YEAR. 

## **Additional details of objectives and activities (Optional information)** 

You **may choose** to include further statements, where relevant, about: 

- policy on grantmaking; 

- policy programme related investment; 

- contribution made by  volunteers. 

THE TRUSTEES WILL MEET ON A QUARTERLY BASIS TO REVIEW APPLICATIONS MADE TO THE TRUST FOR FUNDS. THE POLICY ON AWARDS WILL BE TO SUPPORT LOCAL WORTHY CAUSES WITHIN OUR REMIT STATED WITHIN OUR CONSTITUTION 

## Section D                      Achievements and performance 

March **2012** 

**TAR** 

10 



## Section D                      Achievements and performance 

**Summary of the main achievements of the charity during the year** 

THE CHARITY MADE THE FOLLOWING GRANT IN THE PERIOD: 

GRANT OF £1,000 TO THE SWANSEA COMMUNITY BOAT TRUST (CHARITY NUMBER 1105536) TO FUND A NEW RUDDER AND MAINTENANCE/UPKEEP SO THAT THE CHARITY COULD CONTINUE TO OPERATE IN SWANSEA. 

## **Section E                    Financial review** 

March **2012** 

**TAR** 

11 



THE TRUST REVIEWS THE FUNDS HELD EACH QUARTER WHEN **Brief statement of the** CONSIDERING APPLICATIONS MADE FOLLOWING ANY FUND- **charity’s policy on** RAISING ACTIVITY. A SHORT FINANCIAL REPORT IS THEN **reserves** DISCUSSED ON FUNDS HELD. 

**Details of any funds materially in deficit** 

NONE 

## **Further financial review details (Optional information)** 

- You **may choose** to include additional information, where relevant about:  the charity’s principal sources of funds (including any fundraising); 

- how expenditure has supported the key objectives of the charity; 

- investment policy and objectives including any ethical investment policy adopted. 

## **Section G                    Declaration** 

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

**Signed on behalf of the charity’s trustees** 

**Signature(s)** 


March **2012** 

**TAR** 

12 



**Full name(s)** 

## SHERAZ AKRAM 

**Position (eg Secretary, Chair, etc)** 

CHAIR 

**Date** 

29.3.22 

March **2012** 

**TAR** 

13 



## 



## 

## 

## 

## 

|MichaelSnowdon|Chairman|
|---|---|
|BarryDavies|Trustee|
|SherazAkram|Trustee|
|PaulThorburn|Trustee|



## 

## 



||Yearended|Yearended|
|---|---|---|
||31May2021|31May2020|
||£|£|
|IncomingResources:|||
|Donations:|||
|FundraisingEvents|0.00|2,460.00|
|OtherdonationsDJMLawLimited|8.51|1,603.58|
|BankInterest|0.53|6.57|
|Totalincomingresources|9.04|4,070.15|
|Resourcesexpended|]000.00|3275.78|
|Netsurplus/(deficit)fortheyear|(990.96)|794.37|
|Balancebroughtforward|5219..55|4425.18|
|Balancecarriedforward|4228.59|5219.55|





## 

|`BALANCESHEET`<br>Asat31May2021|||
|---|---|---|
||31May2021|31May2020|
||£|£|
|CurrentAssets|||
|BuildingSocietyDepositAccount|4228.59|5219.55|
|Capitalandreserves|||
|IncomeandexpenditureAccount|4228.59|5219.55|






## 

## 

##