Finance Score: -1

Governance Score: -3

Support Score: 0

Spending falling: -1
No PartB

No conflicts policy: -1
Very static board: -5
Gender balanced board: +3

No supporters identified

Overall GiG Score: -4

THE HENRY AND SUZANNE DAVIS FOUNDATION

The objective of the trust is to benefit a variety of charitable purposes as the trustees in the their absolute discretion think fit from time to time. The trustees have clear ideas what charitable purposes they wish to support, and speculative applications are most unlikely to be successful.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently and was substantially in excess of spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
27/06/23	£63	£33	£30	n/a	n/a	n/a	n/a	n/a	1
27/06/22	£200	£97	£103	n/a	n/a	n/a	n/a	n/a	1
27/06/21	£75	£52	£23	n/a	n/a	n/a	n/a	n/a	1
27/06/20	£113	£106	£6	n/a	n/a	n/a	n/a	n/a	1
27/06/19	£112	£67	£45	n/a	n/a	n/a	n/a	n/a	1
27/06/18	£98	£156	£-58	£0	£0	£0	n/a	0	0
27/06/17	£250	£160	£90	£0	£0	£0	n/a	0	0
27/06/16	£195	£158	£37	£0	£0	£0	n/a	0	0
27/06/15	£239	£123	£116	£0	£0	£0	n/a	0	0
27/06/14	£155	£103	£52	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 11 years

rgallagher@centreland.com

02074605454

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

HENRY WILLIAM DAVIS (Chair) Appointed: 2013

ROBERT DAVID CRAIG LLM, AKC Appointed: 2013, Other trusteeships: JEWISH ASSOCIATION FOR THE PHYSICALLY HANDICAPPED, THE DANIEL FALKNER CHARITABLE TRUST, THE LANSDOWNE CHARITABLE TRUST, C B TRUST, THE PANTON TRUST, THE NINA AND ROGER STEWART CHARITABLE TRUST, THE DENTON MEMORIAL TRUST, THE CAMEO FOUNDATION, THE GUSTAV METZGER FOUNDATION, THE ABINGER GREEN CIO, THE N. DRUCKER CHARITABLE TRUST,

SUZANNE DAVIS Appointed: 2013

Legal constitution

Charity registered in England & Wales on 01/08/2013, number: 1153199

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee expenses policy and procedures

Filing Record

10 returns made; all on time

Main office

Centreland Management Llp
Bolsover House
5-6 Clipstone Street
LONDON
W1W 6BB

Objectives

2.2 THE OBJECTS OF THE TRUST ARE TO BENEFIT SUCH REGISTERED CHARITIES OR SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT FROM TIME TO TIME.2.3 THE TRUSTEES MUST USE THE INCOME AND MAY USE THE CAPITAL OF THE TRUST IN PROMOTING THE OBJECTS.

Data Sources