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

||Period start date|Period start date|||Period end date||
|---|---|---|---|---|---|---|
|**From **|01|01|2024|**To**|31<br>12|2024|



## Section A                        Reference and administration details 

**Charity name Other names charity is known by** DAFACT **Registered charity number (if any)** 270725 **Charity's principal address** 11 PEACE DRIVE SHREWSBURY SHROPSHIRE **Postcode SY2 5NQ** 

DAUNCEY FAMILY CHARITABLE TRUST 

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

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||NIGEL DAUNCEY|TRUSTEE AND<br>ADMINISTRATOR|ALL YEAR||
||DAWN DAUNCEY|TRUSTEE|ALL YEAR||
||MICHELE COX|TRUSTEE|ALL YEAR||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||



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

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

ch **2012** 



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

**Type of adviser Name Address** 

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

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

## **Description of the charity’s trusts** 

Type of governing document (eg. trust deed, constitution) How the charity is constituted 

TRUST DEED 

CHARITABLE TRUST 

- (eg. trust, association, company) 

Trustee selection methods 

APPOINTED BY EXISTING TRUSTEES 

- (eg. appointed by, elected by) 

## **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** 

The Trustees may at their own discretion apply the income alone of the Fund or any part of such income for the general purposes of the Fund, that is to say for such charitable subjects including the furtherance of the gospel of our Lord Jesus Christ education and relief of the poor as the Trustees may consider fit or for such other charitable objects as the Trustees may directed to use the same under any special Trust. 

ch **2012** 



SUPPORT OF BARNABAS COMMUNITY CHURCH SUPPORT OF BARNABAS COMMUNITY PROJECTS INCLUDING FOODBANK, SUPPORT OF CHRISTIAN AID 

THE TRUSTEES ACCEPT AND AGREE TO PROVIDE SUPPORT OF INTERESTS FOR THE PUBLIC BENEFIT AS INDICATED ABOVE 

**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)** 

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

- policy on grantmaking; 

- policy programme related investment; 

SUPPORT OF EVANGELICAL ALLIANCE SUPPORT OF WYCLIFFE BIBLE TRANSLATORS UK (Janet Souster) SUPPORT OF SAT-7 UK TRUST LIMITED SUPPORT OF MAF-UK (Siobhan Dales) SUPPORT OF THE TOYBOX CHARITY SUPPORT OF MERCY MINISTRIES SUPPORT OF ACTS 435 TRUST SUPPORT OF OPERATION WELLFOUND TRUST SUPPORT OF BREAD TRUST 

SUPPORT OF SIM INTERNATIONAL (UK) (Lizzie White) SUPPORT OF FOOD BANK SUPPORT OF TEAR FUND SUPPORT OF CHRISTIAN AID SUPPORT OF BRAIN TUMOUR CHARITY 

- contribution made by volunteers. 

ch **2012** 



Section D                      Achievements and performance 

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

SEE ANNUAL ACCOUNTS 

RECEIVED £18,110 DONATED INCOME 

RECEIVED £2,700 DIVIDEND INCOME 

RECEIVED £4,271 GIFT AID 

PAID REGULAR GIFTS TO BARNABAS COMMUNITY CHURCH AMOUNTING TO £9,000 

PAID DONATIONS TO VARIOUS INDIVIDUALS AND ORGANISATIONS AMOUNTING TO £24,325 

ch **2012** 



## **Section E                    Financial review** 

THE TRUST SUPPORTS THREE INDIVIDUALS AMUNTING TO £8,000 **Brief statement of the** WHO CONSIDER THE ANNUAL DONATIONS THEY RECEIVE ARE **charity’s policy on reserves** PART OF THEIR INCOME. THE TRUST HAS SUFFICIENT RESERVES WITH INVESTMENT INCOME AND INVESTMENTS TO CONTINUE THESE PAYMENTS WITHOUT THE NEED OF DONATIONS FOR MANY YEARS. THE TRUST HAS NO CONTINUING EXPENDITURE NEEDING PROTECTION. 

**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 PRINCIPAL SOURCE OF FUNDS ARE DONATIONS FROM NIGEL DAUNCEY AND DAWN DAUNCEY 

- the charity’s principal OTHER SOURCES OF INCOME ARE DIVIDENDS sources of funds (including any fundraising); DONATIONS ARE SELECTED BY NIGEL DAUNCEY AND AGREED WITH THE OTHER TRUSTEES ON AN ANNUAL BASIS 

- how expenditure has supported the key objectives AN ETHICAL INVESTMENT POLICY IS FOLLOWED FOR ALL 

- of the charity; INVESTMENTS 

- 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)** DAWN DAUNCEY **Full name(s)** NIGEL DAUNCEY **Position (eg Secretary, Chair,** TRUSTEE TRUSTEE **etc) Date** 10 September 2025 

ch **2012** 



Dauncoy Famity Charilable Trust
Ro918tratlon Numb•r. 270725
Year •nd•d 31 DK•mb•r 2024
Incom• & Ex￿ndIts￿ Account
Incomo
2024
2023
Salo of shar
Less.. loss on investments
12,554.36
930.22
11,624.14
8,430.85
2,548.21
5.882.64
R Jam￿ •ccount
Dfvidends
Interest reCeI￿d
Lump sum payTnent
2,699.75
73.51
8,5￿.00
11.273.26
2.514.11
9,000.00
11.514.11
Donatlon8
N DaUn￿Y monthty payTnents
D Dauncey monthly payments
N Dauncey 8ddiliorsal payment8
D Dauncey adth'lional payments
15.61x1 00
1.800
710.IX)
12,500.00
1.450.00
2,085.C()
18.110.00
16,035.00
Glft •ld
4,271.25
4,076,25
Total Incoffle
45,278.65
37.508.00
Exp•ndltur•
Shar• purcha•• adJu•lm•
7.322.16
ExpgnM•
R James management fe88
Accountancy
879.64
300 00
1,179.64
771 85
108.00
879.85
lfts to Barn•bu ¢hur¢h
D Dauncey
N Dauncey
1.800.00
7.21)0.00
9.000.00
1,450.00
4,800.00
6,250.00

Daunw Famlty Ch*rltabl• Tru
Roglstratlon Numbèr- 270726
Y￿r ended 31 D￿ember 2024
In¢orng & Exp•nditsro A￿oUnt
In¢omo
Donatlon8
w￿1￿[8 UK
SAT-7
MAF-UK
Mercy Mini8trie8
The Toybox Charty
Food bank
ACTS35
Operat￿n Weifound
Bread Trust
Serving in Mi88ion
Tear Fund
Chnslian A
ACTS435 Variou8
Evangelical All￿fiCe
Brain Tumour Charty
Emérgency 80Nices Aid Charity
2023
3,500.00
3,500.00
3,5DJ.C(I
3,000.00
3,115.00
1,750.(M)
3,500.00
3.500.¢)0
3,500.00
3,000.00
1.000.00
785.00
1.500.00
1,000.00
1.000.00
1.5CKJ.00
1.OCKI.00
1.000 00
750.¢XI
750.00
660.00
150.00
150.00
300.00
150.00
so.00
19.285.00
24,325.(M)
Ti>tal Oxpondl￿r•
34.504.64
33,737.01
Surplu• I Id•ficltl forth• y•ar
10,774.01
3,770.99

Dauncw Fammy Charltstkn Tn*t
Yoar•nded 31 c*C•m￿r 2023
2023
Flx•d As#et•
Investments
67.697.85
75.07725
Santander bank
R Jame$ ￿pts1 a¢o)unt
R James diwdend acccwl
2.403.27
4.3￿93
4.375.81
11.116.01
5,147.02
1,141.25
1.623.51
7.911.78
Total A•••ts
78.813 f
82.989.13
R•pre8•nt•d by
Balance at 1 January
Increase I Ideueasel In valuè of Inw8lm•r
Surplus I Id¢fidtl for tho year
82,989.13
{14,949.481
10.774.01
85,S28.9)
16,308 761
3.770.99
e•lance It 31 D•c•mb•r
78 813.86
We the underBigned hereby th8t these 8c<#th8 w• 8 tru• 8rbJ •c￿rat* 8tstwn•rrt Of￿ O•urw Fomlty
Ch8rrtabl8 Tiusl'$
N D 0•un￿Y
Trusl•e
D Daur
Trust8e
Mcox
D•t•

## **Independent Examiner's Report to the Trustees of the Dauncey Family Charitable Trust on the Accounts for the Year Ended 31 December 2024** 

## **Basis of independent examiner’s report** 

We report on the accounts of the Dauncey Family Charitable Trust  for the year ended 31 December 2024. 

The trustees are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year and that an independent examination is needed. It is our responsibility to: 

- examine the accounts 

- to follow the general directions for the conduct of an independent examination 

- to state whether particular matters have come to our attention. 

## **Basis of independent examiner’s statement** 

Our examination was carried out in accordance with general directions for an independent examination.  An examination includes a review of the accounting records kept by the committee and a comparison of the accounts presented with those records.  It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as a committee concerning any such matters.  The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently we do not express an audit opinion on the view given by the accounts. 

## **Independent examiner's statement** 

In connection with our examination, no matter has come to our attention: 

1. which gives us reasonable cause to believe that in, any material respect, the requirements • to keep appropriate accounting records; and 

   - to prepare accounts which accord with the accounting records and comply with applicable financial reporting standards 

have not been met; or 

2. to which, in our opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. 


**Crundell & Co Accountancy Ltd 7 Napoleon Drive Shrewsbury SY3 5PH** 

**Date:** 01/09/2025 

