Finance Score: -5

Governance Score: -1

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
2 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -6

THE RICHARD DAVIES CHARITABLE TRUST

The Trust was established for charitable puposes and supports a limited number of registered charities or projects concerned with young people.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 2 trustees

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: 34 years

rdct@ghd.me.uk

01372374936

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
31/07/22		£8	£24	£-17	n/a	n/a	n/a	n/a	n/a
31/07/21		£6	£22	£-16	n/a	n/a	n/a	n/a	n/a
31/07/20		£8	£20	£-11	n/a	n/a	n/a	n/a	n/a
31/07/19		£12	£20	£-7	n/a	n/a	n/a	n/a	n/a
31/07/18	*	£21	£26	£-5	£0	£0	£0	n/a	0
31/07/17		£21	£24	£-3	£0	£0	£0	n/a	0
31/07/16		£21	£19	£1	£0	£0	£0	n/a	0
31/07/15		£21	£19	£2	£0	£0	£0	n/a	0
31/07/14		£20	£19	£1	£0	£0	£0	n/a	0
31/07/13		£20	£17	£3	£0	£0	£0	n/a	0
31/07/12		£19	£16	£3	£0	£0	£0	n/a	0
31/07/11		£20	£16	£4	£0	£0	£0	n/a	0
31/07/10		£20	£1	£19	£0	£0	£0	n/a	0
31/07/09		£18	£19	£0	£0	£0	£0	n/a	0
31/07/08		£20	£18	£3	£0	£0	£0	n/a	0
31/07/07		£20	£19	£1	£0	£0	£0	n/a	0
31/07/06		£20	£19	£2	£0	£0	£0	n/a	0
31/07/05		£18	£18	£0	£0	£0	£0	n/a	0
31/07/04		£18	£19	£-1	£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 Individuals
Makes Grants to Organisations

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

COLLETTE DAVIES, Other trusteeship: FRIENDS OF ASHLEA MEDICAL PRACTICE,

GORDON HOWARD DAVIES (Chair)

Legal constitution

Charity registered in England & Wales on 06/08/1990, number: 803586

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR18: 13 days late,

Main office

LITTLE LINDENS
LINDEN PIT PATH
LEATHERHEAD
KT22 7JD

Objectives

TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE SETTLOR DURING HIS LIFETIME AND THEREAFTER AS HIS SURVIVING SPOUSE MAY FROM TIME TO TIME BY A LIKE NOTICE DIRECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources