Trustees’ Annual Report for the period
From 01/01/2024 Period end date Period start date To 31/12/2024
Charity name: THE DAVID AND JENNIFER ADAMS FOUNDATION
Charity registration number: 1195012
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To make grants and donations to charitable organisations within the public health care sector. |
| 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 |
The Charity has not yet made any grants as it is waiting for a sale of land to complete. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have not yet made any grants. |
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 Due to the charity receiving their initial funds from a sale of land which has not yet completed, the charity has not carried out its aims in this financial year. Summary of the main Para 1.20 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.
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 | The charity currently holds a small reserve. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity holds reserve funds to cover any administrative costs. |
| Amount of reserves held | Para 1.22 | £500.00 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | The charity has no uncertainties about continuing as a going concern. |
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: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution. |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| 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 | The charity has 4 trustees appointed indefinitely. The charity constitution has provisions for appointing new trustees under clause 10. Trustees may be appointed a resolution passed at a properly convened meeting of the charity trustees. |
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 | THE DAVID AND JENNIFER ADAMS FOUNDATION |
|---|---|
| Other name the charity uses | N/A |
| Registered charity number | 1195012 |
| Charity’s principal address | The Coach House, Passenham, Milton Keynes, MK19 6DH |
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(if any) |
|---|---|---|---|---|
| David Adams | ||||
| Jennifer Adams | ||||
| Lucinda Carmichael |
||||
| Gillian Barnes | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A | ||
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
N/A |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
N/A |
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| 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
The Tnutees dedare they have approved the Trustees, report above. Signed on behalf of the fjharity's trustees 4signature................. David John Adams Date.... oc rD.QC< ...2. l)-
THE DAVID AND JENNIFER ADAMS FOUNDATION
FINANCIAL STATEMENTS
For the year ended 31 December 2024
CHARITY REGISTRATION NO:1195012
THE DAVID AND JENNIFER ADAMS FOUNDATION
CONTENTS
| Page | |
|---|---|
| Charity Information | 1 |
| Statement of Financial Activities | 2 |
| Balance Sheet | 3 |
THE DAVID AND JENNIFER ADAMS FOUNDATION
CHARITY INFORMATION
| Chair | David Adams |
|---|---|
| Trustees | Lucinda Carmichael |
| Jennifer Adams | |
| Gillian Barnes | |
| Charity Number | 1195012 |
| Address | The Coach House |
| Passenham | |
| Milton Keynes | |
| MK19 6DH |
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THE DAVID AND JENNIFER ADAMS FOUNDATION
STATEMENT OF FINACIAL ACTIVITIES
For the year ended 31 December 2024
| 2024 | 2023 | |
|---|---|---|
| Notes | £ | £ |
| Income | ||
| Donations | 500 | 500 |
| Total Income | 500 | 500 |
| Expenditure | ||
| Total expenditure | 0 | 0 |
| Net income/(expenditure) for the year | ||
| and net movement in funds | 0 | 0 |
| Reconciliation of funds | ||
| Funds brought forward | 500 | 500 |
| Funds carried forward | 500 | 500 |
The statement of financial activities includes all gains and losses recognized in the year. All income and expenditure are derived from continuing activities.
D. Adams Chair 8[th] October 2025
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THE DAVID AND JENNIFER ADAMS FOUNDATION
BALANCE SHEET
As at 31 December 2024
| 2024 | 2023 | |
|---|---|---|
| £ | £ | |
| Current Assets | ||
| Cash at bank and in hand | 500 | 500 |
| Total Current Assets | 500 | 500 |
| Net Assets | 500 | 500 |
| Funds of the Charity | ||
| Unrestricted funds | 500 | 500 |
| Total Charity Funds | 500 | 500 |
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