DAN'S TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 26 September 2018
Removed: Not supplied
Financial period: 1 December 2023 – 30 November 2024
Latest income: £39,030
Latest expenditure: £59,157
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: 56 Rosemont Road, RICHMOND, Surrey, TW10 6QL

Website recorded by the regulator: www.danstrust.org/ (displayed as text)

02 Activities

What the charity does

The charity has been set up to take on the assets, liabilities and activities of the unincorporated charity "The Daniel Bagshaw Memorial Trust" (1149893). This will take place after 1 December 2020. The charity will have general charitable purposes including education and the advancement of health and saving of lives.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 December 2023
Fin Period End Date: 30 November 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 September 2025
Date Annual Return Received: 25 September 2025
Date Accounts Received: 25 September 2025
Total Gross Income: £39,030
Total Gross Expenditure: £59,157

Fin Period Start Date: 1 December 2022
Fin Period End Date: 30 November 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 September 2024
Date Annual Return Received: 25 March 2025
Date Accounts Received: 25 March 2025
Total Gross Income: £12,280
Total Gross Expenditure: £139,891

Fin Period Start Date: 1 December 2021
Fin Period End Date: 30 November 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 September 2023
Date Annual Return Received: 30 September 2023
Date Accounts Received: 30 September 2023
Total Gross Income: £51,259
Total Gross Expenditure: £103,672

Fin Period Start Date: 1 December 2020
Fin Period End Date: 30 November 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 September 2022
Date Annual Return Received: 30 September 2022
Date Accounts Received: 30 September 2022
Total Gross Income: £224,967
Total Gross Expenditure: £16,398

Fin Period Start Date: 1 December 2019
Fin Period End Date: 30 November 2020
Ar Cycle Reference: AR20
Reporting Due Date: 30 September 2021
Date Annual Return Received: 6 December 2021
Date Accounts Received: 6 December 2021
Total Gross Income: £0
Total Gross Expenditure: £0

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR24
Fin Period Start Date: 1 December 2023
Fin Period End Date: 30 November 2024
Ar Due Date: 30 September 2025
Ar Received Date: 25 September 2025
Total Gross Income: £39,030
Total Gross Expenditure: £59,157
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR23
Fin Period Start Date: 1 December 2022
Fin Period End Date: 30 November 2023
Ar Due Date: 30 September 2024
Ar Received Date: 25 March 2025
Total Gross Income: £12,280
Total Gross Expenditure: £139,891
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR22
Fin Period Start Date: 1 December 2021
Fin Period End Date: 30 November 2022
Ar Due Date: 30 September 2023
Ar Received Date: 30 September 2023
Total Gross Income: £51,259
Total Gross Expenditure: £103,672
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 1 December 2020
Fin Period End Date: 30 November 2021
Ar Due Date: 30 September 2022
Ar Received Date: 30 September 2022
Total Gross Income: £224,967
Total Gross Expenditure: £16,398
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: AR20
Fin Period Start Date: 1 December 2019
Fin Period End Date: 30 November 2020
Ar Due Date: 30 September 2021
Ar Received Date: 6 December 2021
Total Gross Income: £0
Total Gross Expenditure: £0
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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 Area Of Operation

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

06 Official extract

Charity Classification

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

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

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

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

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

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

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

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

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

07 Official extract

Charity Event History

Charity Name: DAN'S TRUST
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2018-09-26T00:00:00

Charity Name: DAN'S TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2022-01-06T00:00:00
Reason: Funds transferred (incor)
Assoc Organisation Number: 5033143
Assoc Registered Charity Number: 1149893
Assoc Charity Name: THE DANIEL BAGSHAW MEMORIAL TRUST

08 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 26 Sep 2018
Charitable Objects: THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO APPLY IT IN SUCH MANNER AS THEY FROM TIME TO TIME THINK FIT FOR OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES. THESE MAY INCLUDE, WITHOUT LIMITATION:1. TO ADVANCE THE EDUCATION OF SCHOOL PUPILS IN LANCASHIRE, AND SUCH OTHER AREAS AS THE TRUSTEES FROM TIME TO TIME THINK FIT, BY PROVIDING OR OTHERWISE ASSISTING IN THE PROVISION OF FACILITIES, GRANTS, BURSARIES OR OTHER AWARDS TO SUPPORT THEM IN THEIR WIDER EDUCATION;2. THE ADVANCEMENT OF HEALTH AND THE SAVING OF LIVES BY:A) THE PROMOTION AND PROTECTION OF THE LIVES AND PHYSICAL HEALTH OF PEOPLE WHO HAVE CARDIAC CONDITIONS CAUSING THEM TO BE SUSCEPTIBLE TO SUDDEN CARDIAC DEATH;B) THE EDUCATION OF THE GENERAL PUBLIC THROUGHOUT THE UK IN MATTERS RELATING TO SUDDEN CARDIAC DEATH IN THE YOUNG; C) THE PROVISION AND/OR ASSISTANCE IN THE PROVISION OF FACILITIES, SUPPORT SERVICES AND EQUIPMENT IN RELATION TO THE PREVENTION OF SUDDEN CARDIAC DEATH IN THE YOUNG; ANDD) THE PROVISION OF MEDICAL SERVICES TO THE FAMILY, AND BEREAVEMENT SUPPORT TO THE FAMILY AND FRIENDS, OF SOMEONE WHO SUFFERED A YOUNG SUDDEN CARDIAC DEATH; AND 3. TO PROMOTE AND FURTHER GENERAL CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITIES OF LANCASHIRE AND SUCH OTHER AREAS OF THE TRUSTEES FROM TIME TO TIME THINK FIT, INCLUDING THE PROVISION OF RELIEF FROM FINANCIAL HARDSHIP AND SOCIAL AND/OR ECONOMIC DISADVANTAGE AND THE ADVANCEMENT OF THE EDUCATION OF ITS RESIDENTS OF ALL AGES, IN PARTICULAR TO PROVIDE OPPORTUNITIES FOR THE AFOREMENTIONED RESIDENTS TO PARTICIPATE FULLY IN THE LIFE OF THEIR COMMUNITY IN WAYS WHICH ADDRESS AND ALLEVIATE SOCIAL AND ECONOMIC DISADVANTAGE.

09 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee expenses policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Paying staff

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Complaints handling

Policy Name: Bullying and harassment policy and procedures

Policy Name: Financial reserves policy and procedures