Finance Score: -2

Governance Score: -11

Support Score: 0

Multiple Deficits: -2
No PartB

2 Trustees: -2
Very static board: -5
All male board: -3

No supporters identified

Overall GiG Score: -13

MISS D V DAVIS CHARITABLE TRUST

Funds towards the building, repair and refurbishment of chuches and chapels for Roman Catholic worship, together, if necessary, with presbyteries appurtenant thereto.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
There are only 2 trustees
The Board is completely male
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
On several occasions in recent years income has been less than spending

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
05/04/23		£24	£33	£-9	n/a	n/a	n/a	n/a	n/a
05/04/22		£23	£40	£-17	n/a	n/a	n/a	n/a	n/a
05/04/21		£22	£29	£-7	n/a	n/a	n/a	n/a	n/a
05/04/20		£24	£32	£-8	n/a	n/a	n/a	n/a	n/a
05/04/19		£24	£25	£-1	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£33	£28	£5	£0	£0	£0	n/a	0
05/04/17		£26	£24	£2	£0	£0	£0	n/a	0
05/04/16		£29	£27	£2	£0	£0	£0	n/a	0
05/04/15		£26	£19	£7	£0	£0	£0	n/a	0
05/04/14		£22	£7	£14	£0	£0	£0	n/a	0
05/04/13		£15	£7	£7	£0	£0	£0	n/a	0
05/04/12	*	£16	£8	£8	£0	£0	£0	n/a	0
05/04/11	*	£14	£7	£7	£0	£0	£0	n/a	0
05/04/10	*	£15	£8	£7	£0	£0	£0	n/a	0
05/04/09	*	£22	£7	£15	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 63 years

01228711888

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

Provides other finance

Where it operates

Throughout England And Wales,

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)

Current Trustees appointed

Gender Split

FATHER CHRIS BROOKS Appointed: 2013, Other trusteeship: COLW,

PETER BORRIE Appointed: 2013, Other trusteeship: THE WH BOYCE-KHORSHID HEMATI FUND,

Legal constitution

Charity registered in England & Wales on 01/12/1961, number: 201127

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
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
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

15 returns made; AR18: 18 days late, AR12: 74 days late, AR11: 440 days late, AR10: 805 days late, AR09: 1163 days late,

Main office

David Allen
Dalmar House
Barras Lane Estate
Dalston
Carlisle
CA5 7NY

Objectives

THE TRUSTEES SHALL APPLY THE CLEAR INCOME AND AT THEIR DISCRETION THE WHOLE OR PART OF THE PROPERTY OF THE CHARITY IN OR TOWARDS THE BUILDING, REPAIR, AND REFURBISHMENT OF CHURCHES AND CHAPELS FOR ROMAN CATHOLIC WORSHIP, TOGETHER IF NECESSARY WITH PRESBYTERIES APPURTENANT THERETO, OR IN OR TOWARDS THE REPAIR, REFURBISHMENT, OR ADAPTATION OF PLACES OF WORSHIP OF OTHER DENOMINATIONS, OR OF OTHER BUILDINGS, TO FIT THEM FOR OBSERVANCE OF THE RITES OF THE ROMAN CATHOLIC CHURCH FOR ROMAN CATHOLIC WORSHIP, TOGETHER IF NECESSARY WITH PRESBYTERIES APPURTENANT THERETO.

Defined Area of Benefit:

NATIONAL

Data Sources