Trustees’ Annual Report for the period
From 1 October 2024 Period start date To 30 September 2025 Period end date
Charity name: Dando Charitable Foundation
Charity registration number: 1197088
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The charitable purposes of the charity are to relieve those in need by reason of age by such means as the trustees think fit. |
| 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 |
To relieve elderly people who are in need, by reason of financial hardship, sickness, disability and/or poor health, by providing financial support towards , or for the provision of, specially designed or adapted housing and items services or facilities calculated to relieve the needs of such persons in such ways as the charity trustees think fit. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | We are aware of the guidance on public benefit, but as a new CIO we are not operating yet. |
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 | The Charity is almost fully set up |
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 | Para 1.21 | The charity is dormant and its financial | |||||
| financial position at the end | position is satisfactory | ||||||
| of the period | |||||||
| Statement explaining the | Para 1.22 | No reserves held | |||||
| policy for holding reserves | |||||||
| stating why they are held | |||||||
| Amount of reserves held | Para 1.22 | Nil | |||||
| Reasons for holding zero | Para 1.22 | Currently dormant | |||||
| reserves | |||||||
| Details of fund materially in | Para 1.24 | No funds in deficit | |||||
| deficit | |||||||
| Explanation of any | Para 1.23 | Currently dormant | |||||
| uncertainties about the | |||||||
| charity 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 | Para 1.47 | ||||||
| any fundraising) | |||||||
| Investment policy and | |||||||
| objectives including any | Para 1.46 | ||||||
| social investment policy | |||||||
| adopted | |||||||
| A description of the principal | Para 1.46 | ||||||
| risks facing the charity | |||||||
| Other | |||||||
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| 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 |
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 | Dando Charitable Foundation |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1197088 |
| Charity’s principal address | 24 Birch Grove Henllys Cwmbran Gwent NP44 6EP |
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 (ifany) |
|---|---|---|---|
| Andrew Cleverly | |||
| Pearl Dando | |||
| Graham Sheppard | |||
– 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
| 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)
| Type of | Type of | Name | Name | Address | 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) Full name(s) Andrew Paul Cleverly Position (eg Secretary, Chair Chair, etc) Date 14/07/2026
THE DANDO CHARITABLE FOUNDATION
FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30 SEPTEMBER 2025
REGISTERED CHARITY NUMBER 1197088
THE DANDO CHARITABLE FOUNDATION
CONTENTS
| Pages | |
|---|---|
| Statement of financial activities | 1 |
| Balance sheet | 2 |
| Notes to the financial statements | 3 - 4 |
THE DANDO CHARITABLE FOUNDATION STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 SEPTEMBER 2025
| Notes Incoming resources Incoming resources from generating funds Investment income 2 Total incoming resources Resources expended Costs of generating funds Charitable activities (costs) 3 Governance costs 4 Total resources expended Net incoming resources Net movement in funds Total funds brought forward Total funds carried forward |
2024 Unrestricted funds Totals £ £ £ 13,337 13,337 10,845 2025 |
|---|---|
| 13,337 13,337 10,845 |
|
| 4 4 62 900 900 8,800 |
|
| 904 904 8,862 |
|
| 12,433 12,433 1,983 |
|
| 12,433 12,433 1,983 1,146,841 1,146,841 1,144,858 |
|
| 1,159,274 1,159,274 1,146,841 |
1
THE DANDO CHARITABLE FOUNDATION BALANCE SHEET AT 30 SEPTEMBER 2025
| Notes Current assets Debtors Cash at bank and in hand Creditors - amounts falling due within one year 6 Total assets less current liabilities Capital and reserves Unrestricted funds |
£ £ £ £ - - 1,160,274 1,147,841 1,160,274 1,147,841 (1,000) (1,000) (1,000) (1,000) 1,159,274 1,146,841 1,159,274 1,146,841 1,159,274 1,146,841 2025 2024 |
£ £ £ £ - - 1,160,274 1,147,841 1,160,274 1,147,841 (1,000) (1,000) (1,000) (1,000) 1,159,274 1,146,841 1,159,274 1,146,841 1,159,274 1,146,841 2025 2024 |
|---|---|---|
| 1,146,841 | ||
| 1,146,841 | ||
| 1,146,841 |
The financial statements were approved by the trustees on 30 June 2026 and signed on their behalf by:
Mr G Sheppard
2
THE DANDO CHARITABLE FOUNDATION NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 SEPTEMBER 2025
1 Accounting policies
1.1 Accounting convention
The financial statements are prepared under the historical cost convention.
The accounts have been prepared in accordance with applicable accounting standards and follow the recommendations in Statement of Recommended Practice: Accounting by Charities (SORP).
1.2 Tangible fixed assets and depreciation
Depreciation is provided at rates calculated to write off the cost less residual value of each asset over its expected useful life, as follow:
| Freehold property | nil% |
|---|---|
| Plant and machinery | 15% reducing balance |
| Motor vehicles | 25% reducing balance |
No fixed assets are currently owned.
| 2 Interest receivable and similar income Bank interest 3 Charitable activities (costs) Stationery, postage and advertising Sundry expenses 4 Governance costs Accountancy Legal and professional fees |
2025 2024 £ £ 13,337 10,845 |
|---|---|
| 13,337 10,845 |
|
| 2025 2024 £ £ 4 14 - 48 |
|
| 4 62 |
|
| 2025 2024 £ £ 900 1,000 - 7,800 |
|
| 900 8,800 |
3
THE DANDO CHARITABLE FOUNDATION NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 SEPTEMBER 2025
5 Taxation
The organisation is a registered charity (number 1197088) and has no liability to taxation.
| 6 Creditors - amounts falling due within one year Accruals |
2025 2024 £ £ 1,000 1,000 |
|---|---|
| 1,000 1,000 |
7 Merger with the Sergent Memorial Trust
With effect from 1 October 2023, the charity merged with the Sergent Memorial Trust (SMT) The combination of the two charities was treated as a merger under the Charities SORP (FRS 102).
From that date, The Dando Charitable Foundation (DCF) was the future reporting entity for the merged charities
Merger accounting involves aggregating the assets, liabilities and funds of the combining charities and presenting them as though they had always been part of the same reporting charity. As a result, the 2023/24 comparative figures show the combined assets, liabilities and incomes of the two charities as if they had been one charity in that year.
4