2024-11-30-accounts - Dan's Trust

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DAN'S TRUST Registered charity number. 1180080 Trustees Annual Report f•x the year ended 30 November 2024 Trustee& I P Bagshaw P Bagshaw G E Bagshaw E Bagshaw C E G Leeming A Varnava S L Bagshaw D C R Bamford Principal address: 1 Silver Birches Close, Richmond. SuNey, TW10 6NX. Structure. governanc• and managem•nt The charity Is constituted as a Chariiable Incorpoiated Organisation Trustees are appointed by the current trustees. ObJe¢tiv¢s and a¢tlvitles The charity exists to support causes that are legally charitsble in England and Wales. Its key aims are to.. Improve education for school pupils. especialty in Lancashire. through facilities, grants, or bursaries. Promote healih and save lives by focusing on pieventing sudden cardiac death in young people through awareness, support, and medical seNices. Support general charitable work in communities including helping people in financial hardship, mproving access to education, and reducing social and economic disadvantage. During the year, the charity carried out projects that directly benefit the public, such as providing educational grant5 and bursaries to students, raising awareness about sudden cardiac death in young people. and offering support services and medical equipment. It also supported community initiatives that ielieve poverty, piofflote education, and encourage fvll community participation. The trustees confirm that they have had due regard to the Charity Commission's guidance on public benefit when carrying out ihe charity'5 aim5 and artivitie5. Achlevements and pèrfomMnce The charity has helped to fund essential medical equipment aimed at preventing Sudden cardiac death in young people, dirertly improving health and saving lives. It has also supported student5 Wlth educational grants and bursaries, giving them greater access to leaming opportunities. Additionally, the charity has raised public awareness about cardiac condition5. Throvgh its community-focused initiatives, it has alleviated financial hardship and promoied irbclusion. leading to broader social benefits such as improved wellbeing and stronger community Participatio

Finaniial review The Charity is no longer raising lunds and is in the process of closing down. Any money in the account is to cover final upcoming expenses. The Charity will be wound down and permanently close at the end ol the tax year 2025126. /a4 basska D3te.' 24/0912025 lan Bagshaw Trustee

CHARITY COMMISSIO FOR ENGLANO ANO WALES Receipts and payments accounts CC16a Forthe period frorn 11.:202£ Section A Receipts and payments UnrÈstTlCtÈd funds Restricted funds Endtswment lund$ Total fuTrd5 Last year toth• nar•t£ ttsthè n4rèii£ tot nèor•it£ A1 Rec81 Donèlitrl$ Glrt 31.505 7.525 31,505 7,525 12,28 Sub tot•l(Gross income for ARJ 39.030 38.030 12.280 2 A888t and Inv08tment S•3, 188e tablo). Sub tot81 Tot•1 r8eèlpt$ J•.•Jo 12,280 A3Pa m8n¢s 17.071 17M70 25,054 P8n$KW wntrbutthlB PAYE •bsrte de¥eknpment 4.802 4.602 1,858 164 69A85 2.159 28.948 8.000 3,902 758 29.850 1.933 29.850 1.933 396 1.600 1,249 V7 Prole75ion81199$ PR gn¢ ¥o¢i81 me¢io Adm GEnBtI Èxpons 1.249 127 Sub total 139 891 A4 A888t and Investment purchas•s,18ee table) Sub total 59.157 59.157 139,891 Net ofre¢elpts/(p8yments) AS Tran5fer5 betW8en funds A6 Cash funds last year end Cash fund5 thi5 year end 20,127 20,127 127,611 8,418 8,418 28,54S CCKX R1 ¥¢counts Issi 2410912025

Section 8 Statement of assets and liabilities at the end of the period Unr&strict8d fvnds nèarèSt£ Restricted funds to nèarèst£ Endowmcnt funds to nèarèsi£ Categorie5 B1 Cash funds CashA Ba Total cash funds B,418 Unrestrl¢trd funds Re¥tri¢ted funds Endowmtnt funds Detai15 to nMr•it¢ to n•ar•it E to n•4r•ilÉ ¥Jhieh Cost loploMII Currillv4lu on•1 Detals FtO¥Jh1¢ ¢urryffltvalu• n•1 Detall8 Cmt loploMII B4 As••t8 r•taln•d far th• harlty's own use Fdjh1G knouni du• onal Wh¥n Delai15 BS Llabllltles Slgn8d by w•) Imstees( behdf of all Ihe trustees snatUre Print Name Dale of roval shaw 2410912025 CCKX R2 ¥¢counts Issi 2410912025

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees Charity Name Dan’s Trust On accounts for the year 30 November 2024 Charity no 1180080 ended (if any) Set out on pages 1 - 4 (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/11/2024.

Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: Date: 24/09/2025 Name: Dean Rodgers Relevant professional ACA qualification(s) or body (if any): Address: PM+M Solutions for Business LLP, Greenbank Technology Park Challenge Way, Blackburn, Lancashire BB1 5QB

Oct 2018

IER

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of None any items that the examiner wishes to disclose .

Oct 2018

IER