Finance Score: -6

Governance Score: -10

Support Score: 2

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

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

Overall weighted support: +2

Overall GiG Score: -14

THE HAMILTON DAVIES TRUST

Supports sustainable projects which in the main benefit the communities of Irlam, Cadishead and Rixton-with-Glazebrook

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity
There are only 3 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
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
05/04/23		£107	£455	£-348	n/a	n/a	n/a	n/a	n/a	n/a
05/04/22		£121	£797	£-676	n/a	n/a	n/a	n/a	n/a	n/a
05/04/21		£211	£456	£-245	n/a	n/a	n/a	n/a	n/a	n/a
05/04/20		£718	£1,232	£-515	£0	£2,573	£2,537	24.7	7	400
05/04/19		£198	£816	£-618	n/a	n/a	n/a	n/a	n/a	n/a
05/04/18		£454	£1,503	£-1,049	n/a	n/a	n/a	n/a	n/a	n/a
05/04/17		£869	£932	£-63	£0	£6,920	£6,869	88.4	6	0
05/04/16		£786	£764	£21	£0	£7,192	£7,139	112.1	4	0
05/04/15		£1,027	£1,075	£-48	£234	£8,825	£8,771	97.9	4	0
05/04/14		£1,237	£426	£811	£208	£8,199	£8,179	230.6	4	0
05/04/13		£1,226	£888	£338	£197	£6,172	£6,172	83.4	4	0
05/04/12	*	£1,113	£1,169	£-55	£160	£4,249	£4,249	43.6	6	0
05/04/11	*	£241	£306	£-66	n/a	n/a	n/a	n/a	n/a	n/a
05/04/10	*	£994	£369	£625	£86	£3,683	£3,683	119.8	7	0
05/04/09	*	£388	£473	£-85	n/a	n/a	n/a	n/a	n/a	n/a
05/04/08	*	£1,462	£203	£1,259	£31	£4,055	£4,055	239.6	3	0
05/04/07	*	£1,013	£121	£892	£8	£3,315	£3,315	329.1	2	0
05/04/06		£1,123	£94	£1,029	n/a	n/a	n/a	n/a	n/a	n/a
05/04/05	*	£2,002	£18	£1,984	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 20 years

www.hamiltondavies.org.uk

hello@hamiltondavies.org.uk

01612224003

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations
Provides buildings/facilities/open space
Provides other finance
Provides services

Where it operates

Salford City, Warrington,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Hamilton Davies Trust
£10,000	02/03/2022	Chat Moss Heritage Partnership - First Steps

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

FRANK COCKER Appointed: 2004

GRAHAM CHISNALL Appointed: 2004

NEIL MCARTHUR (Chair) Appointed: 2004

Legal constitution

Charity registered in England & Wales on 30/09/2004, number: 1106123

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Safeguarding policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

19 returns made; AR12: 2 days late, AR11: 2 days late, AR10: 1 days late, AR09: 1 days late, AR08: 2 days late, AR07: 3 days late, AR05: 93 days late,

Main office

Hamilton Davies Trust
HAMILTON DAVIES HOUSE
117C LIVERPOOL ROAD
CADISHEAD
MANCHESTER
M44 5BG

Objectives

FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT

Defined Area of Benefit:

ANY PART OF THE WORLD