THE DAVIS FOUNDATION

Charity number: 1152998
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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,

Income and expenditure

Data for financial year ending 05 April 2025

Total income:
£1,337,649

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £1.34m
Charitable activities £0
Other trading activities £0
Investments £149
Other £0

Total expenditure:
£1,463,610

Text alternative for this canvas graphic is in the data table below.
Raising funds £0
Charitable activities £1.46m
Other £0

£0 investments gains (losses)

Charitable expenditure

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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £0
Charitable expenditure £1.46m

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • Arts/culture/heritage/science
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England
  • Israel
  • South Africa

Governance

Registration history:
  • 22 July 2013: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SIR MICHAEL LAWRENCE DAVIS Trustee 24 April 2013
THE PORTLAND TRUST
Received: On time
THE KEMACH FOUNDATION
Received: On time
Lady BARBARA DAVIS Trustee 24 April 2013
None on record
SARAH DAVIS Trustee 24 April 2013
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £882.84k £1.06m £1.83m £601.83k £1.34m
Total expenditure £1.00m £1.23m £1.29m £1.26m £1.46m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £882.81k £1.06m £1.83m £600.00k £1.34m
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £2 £18 £1.83k £149
Income - Other £30 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.00m £1.23m £1.29m £1.26m £1.46m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £0 £7.80k £0 £4.20k £7.80k
Expenditure - Grants institution £1.00m £1.22m £0 £1.26m £1.46m
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £7.90k £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Own use assets £0 £0 £0 £0 £0
Long-term investments £0 £0 £0 £0 £0
Other assets £446.97k £281.14k £813.80k £159.95k £41.79k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £6.10k £7.80k £7.80k £12.00k £19.80k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2025 14 July 2025 On Time
Accounts and TAR 05 April 2025 14 July 2025 On Time Download Open in new window
Annual return 05 April 2024 09 October 2024 On Time
Accounts and TAR 05 April 2024 09 October 2024 On Time Download Open in new window
Annual return 05 April 2023 20 November 2023 On Time
Accounts and TAR 05 April 2023 20 November 2023 On Time Download Open in new window
Annual return 05 April 2022 10 June 2022 On Time
Accounts and TAR 05 April 2022 10 June 2022 On Time Download Open in new window
Annual return 05 April 2021 02 August 2021 On Time
Accounts and TAR 05 April 2021 02 August 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

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

Charitable objects

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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

WORLDWIDE

Contact information

Address:
3 BEECHWORTH CLOSE
LONDON
NW3 7UT
Phone:
02073899512
Email:
applications@thedavisfoundation.com
Website:

No information available