THE DAVIS FOUNDATION

Rhif yr elusen: 1152998
Mae'r adroddiad gan yr elusen wedi'i ddiweddaru (ar amser)

Trosolwg o'r elusen

Gweithgareddau - sut mae'r elusen yn gwario ei harian

To help people such that they will develop and grow as members of society To support elderly people who are in need and to educate public in opera, music and the study and appreciation of horticulture, ecology and conservation - promote religious harmony,promote social inclusion, provide security and advice and training to those who are involved with religious based schools or places of worship,

Incwm a gwariant

Data ar gyfer y flwyddyn ariannol yn gorffen 05 April 2025

Cyfanswm incwm:
£1,337,649

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Roddion a chymynroddion £1.34m
Weithgareddau elusennol £0
Weithgareddau masnachu eraill £0
Buddsoddiadau £149
Arall £0

Cyfanswm gwariant:
£1,463,610

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Codi arian £0
Weithgareddau elusennol £1.46m
Arall £0

£0 enillion (colledion) buddsoddiadau

Gwariant elusennol

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Codi arian a Arall Gwariant £0
Gwariant elusennol £1.46m

Pobl

3 Ymddiriedolwyr

Gweithwyr sydd â chyfanswm buddion dros £60,000

Dim gwybodaeth ar gael

Codi arian

Dim gwybodaeth ar gael

Masnachu

Nid oes gan yr elusen hon unrhyw is-gyrff masnachu.

Taliadau i ymddiriedolwyr

Nid yw ymddiriedolwyr yn derbyn unrhyw daliad cydnabyddiaeth, taliadau neu fuddion gan yr elusen.

Beth, pwy, sut, ble

Y prif fodd i weithredu dibenion yw gwneud grantiau
Yr hyn y mae'r elusen yn ei wneud:
  • Dibenion Elusennol Cyffredinol
  • Addysg/hyfforddiant
  • Celfyddydau / Diwylliant / Treftadaeth / Gwyddoniaeth
  • Hawliau Dynol/cytgord Crefyddol Neu Hiliol/cydraddoldeb Neu Amrywiaeth
Pwy mae'r elusen yn eu helpu:
  • Plant/pobl Ifanc
  • Yr Henoed/pobl Oedrannus
  • Elusennau Eraill/cyrff Gwirfoddol
  • Y Cyhoedd/dynolryw
Sut mae'r elusen yn helpu:
  • Rhoi Grantiau I Unigolion
  • Rhoi Grantiau I Sefydliadau
Ble mae'r elusen yn gweithredu:
  • Lloegr
  • De Affrica
  • Israel

Llywodraethu

Hanes cofrestru:
  • 22 Gorffennaf 2013: Cofrestrwyd
Math o sefydliad:
Trust
Enwau eraill:

Dim enwau eraill

Rhodd cymorth:
A gydnabyddir gan CThEM ar gyfer rhodd cymorth
Rheoleiddwyr eraill:
Dim gwybodaeth ar gael
Polisïau:
  • Polisi a gweithdrefnau cwynion
  • Buddiannau croes
  • Polisi a gweithdrefnau cronfeydd arian wrth gefn
  • Polisi a gweithdrefnau rheolaethau ariannol mewnol elusen
  • Polisi a gweithdrefnau rheoli risg mewnol
  • Rheoli risg
  • Polisi a gweithdrefnau diogelu
  • Polisi a gweithdrefnau adrodd am ddigwyddiadau difrifol
  • Polisi a gweithdrefnau gwrthdaro buddiannau ymddiriedolwyr
  • Polisi a gweithdrefnau treuliau ymddiriedolwyr
Tir ac eiddo:
Nid yw'r elusen hon yn berchen ar ac/neu'n gosod tir neu eiddo ar brydles

Ymddiriedolwyr

Ymddiriedolwyr yw’r bobl sy’n gyfrifol am reoli’ gwaith, rheolaeth a gweinyddiaeth yr elusen. Gellir adnabod ymddiriedolwyr wrth enwau eraill megis cyfarwyddwyr, aelodau pwyllgor, llywodraethwyr neu rywbeth arall, ac nid ydynt fel arfer wedi’u cyflogi gan yr elusen. Mae’r ymddiriedolwyr yn gyfrifol am ddiweddaru'r rhestr hon a gallant wneud hyn wrth ddiweddaru eu manylion fel y maent yn digwydd trwy'r gwasanaeth ar-lein.

3 Ymddiriedolwyr

Enw Rôl Dyddiad y penodiad Ymddiriedolaethau eraill Statws adrodd ymddiriedolaethau eraill
SIR MICHAEL LAWRENCE DAVIS Ymddiriedolwr 24 April 2013
THE PORTLAND TRUST
Derbyniwyd: Ar amser
THE KEMACH FOUNDATION
Derbyniwyd: Ar amser
Lady BARBARA DAVIS Ymddiriedolwr 24 April 2013
Dim ar gofnod
SARAH DAVIS Ymddiriedolwr 24 April 2013
Dim ar gofnod

Hanes ariannol

" role="img"> Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.

Dyddiad diwedd cyfnod ariannol

Incwm / Gwariant 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Cyfanswm Incwm Gros £882.84k £1.06m £1.83m £601.83k £1.34m
Cyfanswm gwariant £1.00m £1.23m £1.29m £1.26m £1.46m
Incwm o gontractau'r llywodraeth N/A N/A N/A N/A N/A
Incwm o grantiau'r llywodraeth N/A N/A N/A N/A N/A
Incwm o roddion a chymynroddion £882.81k £1.06m £1.83m £600.00k £1.34m
Incwm o weithgareddau masnachu eraill £0 £0 £0 £0 £0
Incwm - Weithgareddau elusennol £0 £0 £0 £0 £0
Incwm - Gwaddolion £0 £0 £0 £0 £0
Incwm - Buddsoddiad £0 £2 £18 £1.83k £149
Incwm - Arall £30 £0 £0 £0 £0
Incwm - Cymynroddion £0 £0 £0 £0 £0
Gwariant - Ggweithgareddau elusennol £1.00m £1.23m £1.29m £1.26m £1.46m
Gwariant - Ar godi arian £0 £0 £0 £0 £0
Gwariant - Llywodraethu £0 £7.80k £0 £4.20k £7.80k
Gwariant - Sefydliad grantiau £1.00m £1.22m £0 £1.26m £1.46m
Gwariant - Rheoli buddsoddiadau £0 £0 £0 £0 £0
Gwariant - Arall £0 £0 £7.90k £0 £0

Asedau a rhwymedigaethau

Diffiniadau ar gyfer asedau a rhwymedigaethau
Asedau hunan ddefnydd

Asedau yw’r rhain, ac nid buddsoddiadau, a ddelir am fwy na 12 mis ac a ddefnyddir i redeg a gweinyddu’r elusen megis adeiladau, swyddfeydd, arddangosfeydd a gosodiadau a ffitiadau.

Buddsoddiadau Tymor Hir

Buddsoddiadau yw asedau a ddelir gan yr elusen gyda’r unig nod o gynhyrchu incwm a ddefnyddir ar gyfer eu dibenion elusennol megis cyfrifon cadw, rhanddaliadau, eiddo a rentir ac ymddiriedolaethau unedau.
Ailbrisir asedau buddsoddi bob blwyddyn ac fe’u cynhwysir yn y fantolen ar eu gwerth marchnad cyfredol.
Delir buddsoddiadau tymor hir am fwy na 12 mis.

Asedau eraill

Asedau yw’r rhain a ddelir yn gyffredinol am lai na 12 mis megis arian parod a balansau banc, dyledwyr, buddsoddiadau i'w gwerthu o fewn y flwyddyn sydd i ddod a stoc masnachu.

Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd

Arian dros ben neu ddiffyg yw hwn mewn unrhyw gynllun pensiwn budd a ddiffinnir sy’n cael ei weithredu ac mae’n cynrychioli ased neu rwymedigaeth tymor hir botensial.

Cyfanswm rhwymedigaethau

Dyma’r holl symiau sy’n ddyledus gan yr elusen ar ddyddiad y daflen balans i drydydd partïon megis biliau sy’n ddyledus ond heb eu talu hyd yn hyn, gorddrafftiau banc a benthyciadau a morgeisi.

" role="img"> Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Asset / Liability 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Asedau hunan ddefnydd £0 £0 £0 £0 £0
Buddsoddiadau tymor hir £0 £0 £0 £0 £0
Cyfanswm asedau £446.97k £281.14k £813.80k £159.95k £41.79k
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd £0 £0 £0 £0 £0
Cyfanswm rhwymedigaethau £6.10k £7.80k £7.80k £12.00k £19.80k

Cyfrifon a datganiadau enillion blynyddol

Mae'r tabl hwn yn dangos hanes yr elusen o gyflwyno datganiadau ariannol blynyddol, cyfrifon ac adroddiad blynyddol ymddiriedolwyr (TAR) ar gyfer y pum cyfnod ariannol diwethaf.
Teitl Blwyddyn adrodd Dyddiad derbyn Derbyniwyd Download
Adroddiad blynyddol 05 Ebrill 2025 14 Gorffennaf 2025 Ar amser
Cyfrifon a TAR 05 Ebrill 2025 14 Gorffennaf 2025 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 05 Ebrill 2024 09 Hydref 2024 Ar amser
Cyfrifon a TAR 05 Ebrill 2024 09 Hydref 2024 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 05 Ebrill 2023 20 Tachwedd 2023 Ar amser
Cyfrifon a TAR 05 Ebrill 2023 20 Tachwedd 2023 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 05 Ebrill 2022 10 Mehefin 2022 Ar amser
Cyfrifon a TAR 05 Ebrill 2022 10 Mehefin 2022 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 05 Ebrill 2021 02 Awst 2021 Ar amser
Cyfrifon a TAR 05 Ebrill 2021 02 Awst 2021 Ar amser Download Agorwch mewn ffenestr newydd
Cyflwyno datganiad ariannol blynyddol Agorwch mewn ffenestr newydd

Dogfen lywodraethu

Manylion am y math o ddogfen lywodraethu sydd gan yr elusen a phan y'i sefydlwyd.
Nid dyma destun llawn dogfen lywodraethu'r elusen.

TRUST DEED DATED 05 APR 2013 AS AMENDED ON 28/06/2013

Gwrthrychau elusennol

3.1 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR 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. 3.2 WITHOUT PREJUDICE TO THE GENERALITY OF SUB-CLAUSE 3.1 THE TRUSTEES MAY APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL OF THE TRUST AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT FOR OR TOWARDS: 3.2.1 HELPING YOUNG PEOPLE, AND PARTICULARLY BUT NOT NECESSARILY EXCLUSIVELY YOUNG PEOPLE OF THE JEWISH FAITH, THROUGH THE FINANCIAL SUPPORT OF SUCH ACTIVITIES AS WILL DEVELOP THEIR CAPABILITIES SO THAT THEY MAY GROW TO FULL MATURITY AS INDIVIDUALS AND AS MEMBERS OF SOCIETY; 3.2.2 THE SUPPORT OF ORGANISATIONS WHICH SUPPORT PEOPLE WHO ARE ELDERLY OR DISABLED AND WHO ARE IN NEED, BY PROVIDING CARERS , SUPPORT AND TRAINING OF CARERS, SPECIALLY DESIGNED OR ADAPTED HOUSING, AND ITEMS, SERVICES OR FACILITIES CALCULATED TO RELIEVE THE NEEDS OF SUCH PERSONS; 3.2.3 THE EDUCATION OF THE GENERAL PUBLIC AND IN PARTICULAR, BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING:(A) THE INCREASE OF THEIR KNOWLEDGE, UNDERSTANDING AND APPRECIATION OF OPERA, MUSIC AND OTHER CREATIVE AND PERFORMING ARTS;(B)THE PROMOTION OF THE STUDY AND APPRECIATION OF HORTICULTURE, GARDENING AND GARDEN DESIGN;(C)THE PROMOTION OF THE STUDY AND APPRECIATION OF ECOLOGY AND CONSERVATION; (D) THE PROMOTION OF THE STUDY AND APPRECIATION OF FLORA AND FAUNA; 3.2.4 THE SUPPORT OF ORGANISATIONS WHICH PROMOTE RELIGIOUS HARMONY FOR THE BENEFIT OF THE PUBLIC BY, FOR EXAMPLE EDUCATING THE PUBLIC IN DIFFERENT RELIGIOUS BELIEFS INCLUDING AN AWARENESS OF THEIR DISTINCTIVE FEATURES AND THEIR COMMON GROUND TO PROMOTE GOOD RELATIONS BETWEEN PERSONS OF DIFFERENT FAITHS AND/OR PROMOTING KNOWLEDGE AND MUTUAL UNDERSTANDING AND RESPECT OF THE BELIEFS AND PRACTICES OF DIFFERENT RELIGIOUS FAITHS; 3.2.5 THE SUPPORT OF ORGANISATIONS WHICH PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY “FOR THE PURPOSE OF THIS CLAUSE ‘SOCIALLY EXCLUDED’ MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF ONE OF MORE OF THE FOLLOWING FACTORS: UNEMPLOYMENT; FINANCIAL HARDSHIP; YOUTH OR OLD AGE; ILL HEALTH (PHYSICAL OR MENTAL); SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS; DISCRIMINATION ON THE GROUNDS OF SEX, RACE, DISABILITY, ETHNIC ORIGIN, RELIGION, BELIEF, CREED, SEXUAL ORIENTATION OR GENDER RE-ASSIGNMENT; POOR EDUCATIONAL OR SKILLS ATTAINMENT; RELATIONSHIP AND FAMILY BREAKDOWN; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS; CRIME (EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY); AND 3.2.6 THE SUPPORT OF ORGANISATIONS WHICH PROVIDE SECURITY ADVICE AND THE TRAINING OF STAFF TO THOSE WHO OWN OR MANAGE ANY RELIGIOUS BASED SCHOOL OR PLACE OF WORSHIP UPON HOW TO SECURE THEIR SCHOOL OR PLACE OF WORSHIP AGAINST ALL FORMS OF ABUSE OR ATTACK BUT ESPECIALLY THOSE FORMS OF ABUSE OR ATTACH WHICH ARE RACIALLY MOTIVATED BOTH WITHIN ENGLAND & WALES AND THE MIDDLE EAST; 3.2.7 THE SUPPORT OF ORGANISATIONS WHICH PROMOTE GOOD RACE RELATIONS BETWEEN THE JEWISH COMMUNITY AND OTHER MEMBERS OF SOCIETY BY WORKING TOWARDS THE ELIMINATION OF EXTREMISM AND RACISM IN THE FORM OF ANTI-SEMITISM AND RACIALLY MOTIVATED ESPECIALLY ANTI-SEMITIC CRIME BOTH WITHIN ENGLAND & WALES AND THE MIDDLE EAST; 3.2.8 THE SUPPORT OF ORGANISATIONS WHICH PROMOTE GOOD CITIZENSHIP AND GREATER PUBLIC PARTICIPATION IN THE PREVENTION OF CRIME WITH PARTICULAR REFERENCE TO THE MAINTENANCE OF PUBLIC ORDER BOTH WITHIN ENGLAND & WALES AND THE MIDDLE EAST; 3.2.9 THE SUPPORT OF ORGANISATIONS WHICH RELIEVE THE VICTIMS OF RACIAL OR RELIGIOUS HARASSMENT AND ESPECIALLY ANTI-SEMITIC HARASSMENT WHO ARE IN NEED OR WHO HAVE SUFFERED HARDSHIP OR DISTRESS BOTH WITHIN ENGLAND & WALES AND THE MIDDLE EAST;AND 3.2.10 THE SUPPORT OF ORGANISATIONS WHICH PROMOTE RESEARCH INTO RACISM AND ANTI-SEMITISM AND OTHERWISE PROMOTE PUBLIC EDUCATION ABOUT RACISM AND ANTI-SEMITISM BOTH WITHIN ENGLAND & WALES AND THE MIDDLE EAST.

Maes buddion

Y maes y gall yr elusen weithredu ynddo, fel y nodir yn ei dogfen lywodraethu.

WORLDWIDE

Contact Information

Cyfeiriad yr elusen:
3 BEECHWORTH CLOSE
LONDON
NW3 7UT
Ffôn:
02073899512
E-bost:
applications@thedavisfoundation.com
Gwefan:

Dim gwybodaeth ar gael