Finance Score: -5

Governance Score: 0

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -5

MARGARET DAVIES CHARITY

The main objectives of the charity are to pay grants to other registered grants, at the Trustee's discretion, to broadly benefit Arts, Education, Health and Social.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period, despite a decline more recently
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board composition appears to be rather 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
Income has been volatile and on several occasions in recent years less than spending

Established: 60 years

daviescharity.org.uk

daviescharities@gmail.com

07539141215

Charity Commission for England and Wales

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		£258	£419	£-161	n/a	n/a	n/a	n/a	n/a
05/04/22		£221	£311	£-90	n/a	n/a	n/a	n/a	n/a
05/04/21		£1,532	£323	£1,208	£0	£9,787	£9,787	363.1	1
05/04/20		£310	£979	£-669	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£331	£342	£-12	n/a	n/a	n/a	n/a	n/a
05/04/18		£302	£277	£25	£0	£0	£0	n/a	0
05/04/17		£278	£255	£22	£0	£0	£0	n/a	0
05/04/16		£259	£281	£-22	£0	£0	£0	n/a	0
05/04/15		£258	£351	£-94	£0	£0	£0	n/a	0
05/04/14		£323	£218	£104	£0	£0	£0	n/a	0
05/04/13		£270	£206	£64	£0	£0	£0	n/a	0
05/04/12		£266	£177	£89	£0	£0	£0	n/a	0
05/04/11		£274	£186	£87	£0	£0	£0	n/a	0
05/04/10		£279	£177	£102	£0	£0	£0	n/a	0
05/04/09		£290	£215	£75	£0	£0	£0	n/a	0
05/04/08		£292	£222	£70	£0	£0	£0	n/a	0
05/04/07	*	£280	£637	£-357	£0	£0	£0	n/a	0
05/04/06		£263	£229	£34	£0	£0	£0	n/a	0
05/04/05		£239	£263	£-24	£0	£0	£0	n/a	0
05/04/04		£245	£295	£-50	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

Powys,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

DANIEL DAVIES Appointed: 2011, Other trusteeships: THE VRONHAUL (LLANDINAM) CHARITY, FRIENDS OF GREGYNOG YOUNG MUSICIANS,

DR DENIS BALSOM Appointed: 2000, Other trusteeship: THE VRONHAUL (LLANDINAM) CHARITY,

DR JANET DIANA LEWIS ACSS Appointed: 2003, Other trusteeships: THE VRONHAUL (LLANDINAM) CHARITY, MONTGOMERYSHIRE COMMUNITY REGENERATION ASSOCIATION CYMDEITHAS ADFYWIO CYMUNEDOL MALDWYN, NEWTOWN TEXTILE MUSEUM,

ELINOR MIRIAM GILBEY Appointed: 2019, Other trusteeships: THE VRONHAUL (LLANDINAM) CHARITY, JOSEF HERMAN ART FOUNDATION CYMRU TRUST LIMITED,

THOMAS ELLIS WILLIAMS Appointed: 2013, Other trusteeship: THE VRONHAUL (LLANDINAM) CHARITY,

Legal constitution

Charity registered in England & Wales on 08/07/1964, number: 235589
Registered at Companies House on 01/01/1970, number: 00235589

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
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 vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR19: 119 days late, AR07: 46 days late,

Main office

PLAS DOLERW
MILFORD ROAD
NEWTOWN
POWYS
SY16 2EH

Objectives

ANY CHARITABLE PURPOSE.

Defined Area of Benefit:

NOT DEFINED

Data Sources