Finance Score: -5

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -3 times
Deficit latest year: -2
No PartB

No conflicts policy: -1
2 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -6

THE M S AND L S DAVIES CHARITABLE TRUST

general charitable purposes

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
There are only 2 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 4 years and the current period appears to have been extended
Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit
05/04/23	*	£712	£3,428	£-2,716
05/04/22	*	£726	£3,230	£-2,504
05/04/21	*	£814	£5,710	£-4,896
05/04/20	*	£735	£3,298	£-2,563

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 32 years

0161 912 6342

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

Bolton, Bury, Manchester City, Oldham, Rochdale, Salford City, Stockport, Tameside, Trafford, Wigan,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

LAUREN SHELLEY DAVIES

MARTIN DAVIES, Other trusteeship: THE KUIT STEINART LEVY CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 29/06/1992, number: 1012365

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

4 returns made; AR23: 4 days late, AR22: 369 days late, AR21: 734 days late, AR20: 1099 days late,

Main office

13 PARK DRIVE
HALE
ALTRINCHAM
WA15 9DJ

Objectives

GENERAL CHARITABLE PURPOSES

Defined Area of Benefit:

NOT DEFINED

Data Sources