Finance Score: -3

Governance Score: 0

Support Score: 0

Spending declining: -1
Multiple Deficits: -2
No PartB

No supporters identified

Overall GiG Score: -3

THE JANE AND MICHAEL DAVIES CHARITABLE TRUST

Makes gifts to a number of UK based charities at the discretion of the trustees

Analysis by Giving is Great

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 is declining
On several occasions in recent years income has been less than spending

Established: 42 years

info@jmdcharitabletrust.co.uk

07754795651

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
31/03/23		£17	£29	£-12	n/a	n/a	n/a	n/a	n/a
31/03/22		£18	£37	£-19	n/a	n/a	n/a	n/a	n/a
31/03/21		£15	£41	£-26	n/a	n/a	n/a	n/a	n/a
31/03/20		£18	£30	£-12	n/a	n/a	n/a	n/a	n/a
31/03/19		£14	£32	£-17	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£10	£50	£-40	£0	£0	£0	n/a	0
31/03/17		£8	£44	£-36	£0	£0	£0	n/a	0
31/03/16	*	£8	£3	£6	£0	£0	£0	n/a	0
31/03/15		£8	£3	£5	£0	£0	£0	n/a	0
31/03/14		£8	£0	£7	£0	£0	£0	n/a	0
31/03/13		£6	£3	£3	£0	£0	£0	n/a	0
31/03/12	*	£1	£11	£-10	£0	£0	£0	n/a	0
31/03/11	*	£1	£5	£-4	£0	£0	£0	n/a	0
31/03/10		£2	£4	£-2	£0	£0	£0	n/a	0
31/03/09		£2	£3	£-1	£0	£0	£0	n/a	0
31/03/08		£3	£1	£3	£0	£0	£0	n/a	0
19/04/07	*	£4	£9	£-5	£0	£0	£0	n/a	0
19/04/06		£3	£1	£3	£0	£0	£0	n/a	0
19/04/05		£4	£3	£1	£0	£0	£0	n/a	0
19/04/04		£3	£5	£-2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Animals
Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

ADAM BENSKIN Appointed: 2016

ALEXANDER BRIDGLAND Appointed: 2016

PERELLA BRIDGLAND (Chair), Other trusteeship: TEAM UP FOR SOCIAL MOBILITY LIMITED,

VANESSA JANE BRIDGLAND Appointed: 2018

Legal constitution

Charity registered in England & Wales on 23/06/1982, number: 284868

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR18: 1 days late, AR16: 2 days late, AR12: 341 days late, AR11: 120 days late, AR07: 554 days late,

Main office

IVY HOUSE FARM
BERRICK SALOME
WALLINGFORD
OX10 6JP

Objectives

FOR THE BENEFIT OF SUCH CHARITY OR CHARITIES OR CHARITABLE OBJECT OR OBJECTS AND IN SUCH SHARES AND PROPORTIONS AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION SELECT AND DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources