DALGLEISH TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 25 June 2012
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £72,555
Latest expenditure: £359,251
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Foxcombe Rise, Foxcombe Road, Boars Hill, OXFORD, OX1 5DL

02 Activities

What the charity does

Support for: a) the prevention of dental injuries, b) treatment for leprosy in India, c) provision of water supply in Ghana, d) mental health of young people in the UK, other health related projects, and disaster relief.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 29 July 2025
Date Accounts Received: 29 July 2025
Total Gross Income: £72,555
Total Gross Expenditure: £359,251

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 11 October 2024
Date Accounts Received: 11 October 2024
Total Gross Income: £1,337,292
Total Gross Expenditure: £265,062

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 23 January 2024
Date Accounts Received: 23 January 2024
Total Gross Income: £833,387
Total Gross Expenditure: £194,312

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 29 October 2022
Date Accounts Received: 29 October 2022
Total Gross Income: £1,267,949
Total Gross Expenditure: £150,389

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 2 July 2021
Date Accounts Received: 2 July 2021
Total Gross Income: £845,073
Total Gross Expenditure: £94,542

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 29 July 2025
Total Gross Income: £72,555
Total Gross Expenditure: £359,251
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 11 October 2024
Total Gross Income: £1,337,292
Total Gross Expenditure: £265,062
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 23 January 2024
Total Gross Income: £833,387
Total Gross Expenditure: £194,312
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 29 October 2022
Total Gross Income: £1,267,949
Total Gross Expenditure: £150,389
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 2 July 2021
Total Gross Income: £845,073
Total Gross Expenditure: £94,542
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 11 October 2024
Income Donations And Legacies: 1270512
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 66780
Income Other: 0
Income Total Income And Endowments: 1337292
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £265,062
Expenditure Other: 0
Expenditure Total: 265062
Expenditure Investment Management: 0
Expenditure Grants Institution: 249789
Expenditure Governance: 15273
Expenditure Support Costs: 3000
Expenditure Depreciation: 0
Gain Loss Investment: 430935
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £4,916,929
Assets Total Fixed: 4744444
Assets Own Use: 0
Assets Long Term Investment: 4744444
Defined Benefit Pension Scheme: 0
Assets Other Assets: £175,485
Assets Total Liabilities: £3,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £4,916,929
Creditors One Year Total Current: 3000
Creditors Falling Due After One Year: 0
Assets Cash: £175,485
Funds Endowment: 0
Funds Unrestricted: 4916929
Funds Restricted: 0
Funds Total: 4916929
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 23 January 2024
Income Donations And Legacies: 804899
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 24488
Income Other: 0
Income Total Income And Endowments: 829387
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £10,645
Expenditure Charitable Expenditure: £183,667
Expenditure Other: 0
Expenditure Total: 194312
Expenditure Investment Management: 7645
Expenditure Grants Institution: 0
Expenditure Governance: 3000
Expenditure Support Costs: 3000
Expenditure Depreciation: 0
Gain Loss Investment: -228013
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 3327458
Assets Own Use: 0
Assets Long Term Investment: 3327458
Defined Benefit Pension Scheme: 0
Assets Other Assets: £89,306
Assets Total Liabilities: £3,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,413,764
Creditors One Year Total Current: 3000
Creditors Falling Due After One Year: 0
Assets Cash: £89,306
Funds Endowment: 0
Funds Unrestricted: 3413764
Funds Restricted: 0
Funds Total: 3413764
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 29 October 2022
Income Donations And Legacies: 1249636
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 18313
Income Other: 0
Income Total Income And Endowments: 1267949
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £6,534
Expenditure Charitable Expenditure: £143,855
Expenditure Other: 0
Expenditure Total: 150389
Expenditure Investment Management: 6485
Expenditure Grants Institution: 140975
Expenditure Governance: 2880
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 56965
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £3,002,702
Assets Total Fixed: 2957333
Assets Own Use: 0
Assets Long Term Investment: 2957333
Defined Benefit Pension Scheme: 0
Assets Other Assets: £48,249
Assets Total Liabilities: £2,880
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,002,702
Creditors One Year Total Current: 2880
Creditors Falling Due After One Year: 0
Assets Cash: £48,249
Funds Endowment: 0
Funds Unrestricted: 3002702
Funds Restricted: 0
Funds Total: 3002702
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 2 July 2021
Income Donations And Legacies: 837343
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 7730
Income Other: 0
Income Total Income And Endowments: 845073
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £3,052
Expenditure Charitable Expenditure: £91,490
Expenditure Other: 0
Expenditure Total: 94542
Expenditure Investment Management: 2964
Expenditure Grants Institution: 90050
Expenditure Governance: 1440
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 237853
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,828,177
Assets Total Fixed: 1758005
Assets Own Use: 0
Assets Long Term Investment: 1758005
Defined Benefit Pension Scheme: 0
Assets Other Assets: £71,612
Assets Total Liabilities: £1,440
Assets Current Investment: 24975
Assets Total Assets And Liabilities: £1,828,177
Creditors One Year Total Current: 1440
Creditors Falling Due After One Year: 0
Assets Cash: £46,637
Funds Endowment: 0
Funds Unrestricted: 1828177
Funds Restricted: 0
Funds Total: 1828177
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Country
Geographic Area Description: Northern Ireland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Scotland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Region
Geographic Area Description: Throughout England
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 106
Classification Type: What
Classification Description: Overseas Aid/famine Relief

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

08 Official extract

Charity Event History

Charity Name: DALGLEISH TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2012-06-25T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 23 MAY 2012
Charitable Objects: THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.

10 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Risk management

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investment

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Volunteer management