Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year
From To
Section A Reference and administration details
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 16 AXIS WAY, MALLARD WAY SWANSEA VALE, SWANSEA Postcode SA7 0AJ
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) |
|---|---|---|---|---|
| SHERAZ AKRAM | ||||
| MICHAEL SNOWDON |
||||
| BARRY DAVIES | ||||
| PAUL THORNBURN |
||||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | ||||
| Name | Dates acted if not for whole year |
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Names and addresses of advisers (Optional information)
| Type of adviser | Name Address |
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
Description of the charity’s trusts
CONSTITUTION Type of governing document (eg. trust deed, constitution) CHARITABLE INCORPORATED ENTITY How the charity is constituted (eg. trust, association, company) BOARD OF TRUSTEES Trustee selection methods (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
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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 Summary of the objects of the TIME DETERMINE. charity set out in its governing document THE CHARITY HELD A WINE TASTING EVENT IN NOVEMBER 2022 TO RAISE FUNDS IN ACCORDANCE WITH THE CHARITIES OBJECTS 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)
Additional details of objectives and activities (Optional information)
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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
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
Section E Financial review
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Brief statement of the charity’s policy on reserves
THE TRUST REVIEWS THE FUNDS HELD EACH QUARTER WHEN CONSIDERING APPLICATIONS MADE FOLLOWING ANY FUNDRAISING ACTIVITY. A SHORT FINANCIAL REPORT IS THEN 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:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
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Full name(s) SHERAZ AKRAM
Position (eg Secretary, Chair, CHAIR etc) Date 13 September 2024
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DJM CHARITABLE TRUST
TRUSTEES REPORT Year ended 31[st] May 2023
Charitable Registration No: 1178373
DJM CHARITABLE TRUST
Report and Accounts
Year ended 31[st] May 2023
DJM CHARITABLE TRUST
TRUSTEES' REPORT Year ended 31st May 2023
The Trustees present their annual report for the year ended 31[st] May 2023.
The DJM Charitable Trust, 16 Axis Court, Mallard Way, Swansea Vale, Swansea, SA7 0AJ, is registered with the Charity Commissioners (No. 1178383) and constituted by Deed of Trust.
Trustees
The Charity is administered by its Trustees. All Trustees served throughout the year unless otherwise stated.
Michael Snowdon Chairman Barry Davies Trustee Sheraz Akram Trustee Paul Thorburn Trustee
Review of Activities
The object of the trust is to promote charitable purposes, as determined by the Trustees of the Trust, in accordance with the laws of England and Wales.
The area of benefit is not defined but in practice assistance will be restricted to locally based charitable causes, usually located within a 50 miles radius of the Charity's Registered Office.
.
Auditors
The Company qualifies as a small company and is entitled to the exemption provided by Section 477(2) of the Companies Act 2006 from the need to appoint auditors.
This report has been prepared in accordance with the special provisions relating to small companies under Section 382 of the Companies Act 2006.
Signed for and on behalf of the Trustees
Sheraz Akram Trustee October 2024
DJM CHARITABLE TRUST
STATEMENT OF FINANCIAL ACTIVITIES
Year ended 31[st] May 2023
| Year ended | Year ended | |
|---|---|---|
| 31 May 2023 | 31 May 2022 | |
| £ | £ | |
| Incoming Resources: | ||
| Donations: | ||
| Fundraising Events | 0.00 | 0.00 |
| Other donations DJM Law Limited | 2003.47 | 874.56 |
| Bank Interest | 0.00 | 0.00 |
| Total incoming resources | 2003.47 | 874.56 |
| Resources expended | 389.84 | 1150.00 |
| Net surplus/(deficit) for the year | 1,613.63 | (275.44) |
| Balance brought forward | 3,953.15 | 4228.59 |
| Balance carried forward | 5 ,566.78 |
3 ,953.15 |
The Statement of Financial Activities is not materially different from the Income and Expenditure account required by the Companies Act 2006; accordingly, no separate Income and Expenditure account is presented.
There are no recognised gains and losses for the current period other than as stated. Accordingly no Statement of Total Recognised Surpluses and Deficits has been reported. All of the activities of the Trust are continuing.
DJM CHARITABLE TRUST
BALANCE SHEET
Year ended 31 May 2023
| Current Assets Building Society Deposit Account Capital and reserves Income and expenditure Account |
31 May 2023 £ 31 May 2022 £ 5,566.78 3,953.15 5,566.78 3,953.15 |
31 May 2023 £ 31 May 2022 £ 5,566.78 3,953.15 5,566.78 3,953.15 |
|---|---|---|
| 3,953.15 |
These accounts have been prepared in accordance with the special provisions relating to small companies under Section 382 of the Companies Act 2006.
For the year ended 31 May 2019 the Trust was entitled to exemption under Section 477(2) of the Companies Act 2006. No members have required the Company to obtain an audit of its accounts for the period in question in accordance with Section 476(1). The Trustees acknowledge their responsibility for:-
- (i) Ensuring the Trust keeps accounting records which comply with Section 386 Companies Act 2006;
and
- (ii) Preparing accounts which give a true and fair view of the state of affairs of the Company as at the end of the financial year and of its income and expenditure for the year in accordance with Section 394 Companies Act 2006 and which otherwise comply with the requirements of that Act relating to accounts, so far as applicable to the Company.
Approved by the Board of Trustees on and signed on their behalf by:
Sheraz Akram Trustee
DJM CHARITABLE TRUST
NOTES TO THE ACCOUNTS Year ended 31 May 2023
l. ACCOUNTING POLICIES
The Financial statements are prepared in accordance with applicable United Kingdom accounting standards and in accordance with the Statement of Recommended Practice "Accounting and Reporting by Charities" (revised 2000). The particular accounting policies are described below.
Accounting convention
The financial statements are prepared under the historical cost convention.