Finance Score: 0

Governance Score: 3

Support Score: 3

Liabilities <10%: +3
Excess liquidity: -1
Large legacies income: +1
Fundraising costs high: -3

Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 6

LINGEN DAVIES CANCER FUND CHARITABLE INCORPORATED ORGANISATION

We raise funds for the relief of cancer patients in Shropshire Telford & Wrekin and Mid Wales. Donations are made to assist with the purchase of equipment and to ensure that cancer facilities are of a very high standard. Current fundraising to achieve this is through the Ruby Appeal. We are also looking at projects to encourage public engagement with screening programmes and awareness of symptoms

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income
Fundraising costs are extremely high relative to funds raised

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
31/03/23	£1,139	£733	£406	£304	£1,414	£1,376	22.5	12	50
31/03/22	£1,077	£1,192	£-115	£245	£1,007	£910	9.2	8	40
31/03/21	£719	£528	£191	£173	£1,122	£784	17.8	7	20
31/03/20	£617	£618	£-1	£197	£931	£637	12.4	4	20
31/03/19	£647	£582	£64	£165	£932	£571	11.8	4	20
31/03/18	£670	£380	£290	£111	£867	£602	19	4	0
31/03/17	£631	£1,098	£-467	£162	£577	£572	6.3	4	0
31/03/16	£1,237	£193	£1,045	£82	£1,045	£507	31.5	3	0

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Financial Ratios

Fundraising Costs/Relevant Income: 33.2%
Fundraising Costs/Total Spending: 41.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 22.5 months
Net Current Assets/Spending: 22 months
Quick Ratio: 13.6

Asset Split ?

Established: 9 years

www.lingendavies.org.uk

hello@lingendavies.co.uk

01743492396

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Other specialist outpatient services

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations

Where it operates

Gwynedd, Powys, Shropshire, Telford & Wrekin,

Who it helps

The General Public/Mankind

Who works here?

12 employees
50 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees:

DR SRIHARI Appointed: 2015

ANDREW HOWIE KILLEY Appointed: 2017

DR GILL EATOUGH Appointed: 2015

DR JEREMY RICHARD JOHNSON Appointed: 2020

MARK WILLIAM HARRIS (Chair) Appointed: 2022

TIMOTHY COOPER Appointed: 2016

MRS HELEN THOMAS Appointed: 2015, Other trusteeship: SHROPSHIRE YOUTH SUPPORT TRUST,

AMANDA JILLIAN THORN Appointed: 2016, Occupation: Company Director, Other trusteeship: SHREWSBURY DRAPERS HOLY CROSS LIMITED,

VALERIE ANNE EDWARDS Appointed: 2019, Occupation: Solicitor, Other trusteeships: THE ORTHOPAEDIC INSTITUTE LIMITED, NATURE'S SAFE,

Legal constitution

Charity registered in England & Wales on 16/03/2015, number: 1160922

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

8 returns made; all on time

Main office

FUNDRAISING OFFICE
HAMAR CENTRE
ROYAL SHREWSBURY HOSPITAL
SHREWSBURY
SHROPSHIRE
SY3 8XQ

Objectives

THE OBJECT OF LINGEN DAVIES IS:(A) THE RELIEF WHOLLY OR MAINLY OF CANCER PATIENTS RESIDING IN SHROPSHIRE, TELFORD & WREKIN AND MID WALES (THE CHARITY'S AREA) IN PARTICULAR BUT NOT EXCLUSIVELY BY PROVIDING(I) GRANTS TO SUPPORT THE WORK OF CANCER HEALTHCARE PROFESSIONALS BASED WITHIN AND SERVING CANCER PATIENTS IN THE CHARITY'S AREA, AND(II) SERVICES DIRECT TO CANCER PATIENTS IF THE TRUSTEES DEEM IT APPROPRIATE(B) THE PREVENTION OF CANCER BY RAISING AWARENESS IN THE CHARITY'S AREANOTWITHSTANDING THAT THESE MAY ALSO BENEFIT SOME CANCER/NON-CANCER PATIENTS RESIDING OUTSIDE THE CHARITY'S AREA.

Data Sources