THE HELEN DAVIS FAMILY FOUNDATION
Charity number: 1191458
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The charity exists to fulfil the wishes of the late Helen Davis to support the work of The Methodist Church, provide educational bursaries and prizes, help relieve family poverty and aid young performers by making grants to individuals and small groups.
Income and expenditure
Data for financial year ending 31 December 2024
Total income: £9,561
Total expenditure: £15,704
People
7 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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
Who the charity helps:
- Children/young 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 And Wales
Governance
Registration history:
- 24 September 2020: CIO registration
Organisation type:
CIO
Other names:
No other names
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- 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
7 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||||
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| Dr Anne Victoria Davis PhD | Chair | 21 July 2020 |
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| Joshua James Davis | Trustee | 21 July 2024 |
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| Sarah Elizabeth Whipp | Trustee | 21 July 2020 |
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| Edward Alexander Davis | Trustee | 21 July 2020 |
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| Brian Davis | Trustee | 21 July 2020 |
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| PETER DAVIS | Trustee | 21 July 2020 |
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| Bethany Rose Davis | Trustee | 21 July 2020 |
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Financial history
Financial period end date
| Income / Expenditure | 31/12/2021 | 31/12/2022 | 31/12/2023 | 31/12/2024 | ||
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Total gross income | £332.55k | £6.76k | £9.04k | £9.56k | |
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Total expenditure | £18.76k | £10.24k | £10.33k | £15.70k | |
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Income from government contracts | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A |
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 | 31 December 2024 | 04 March 2025 | On Time | |
| Accounts and TAR | 31 December 2024 | 04 March 2025 | On Time | Download Open in new window |
| Annual return | 31 December 2023 | 12 April 2024 | On Time | |
| Accounts and TAR | 31 December 2023 | 12 April 2024 | On Time | Download Open in new window |
| Annual return | 31 December 2022 | 10 April 2023 | On Time | |
| Accounts and TAR | 31 December 2022 | 10 April 2023 | On Time | Download Open in new window |
| Annual return | 31 December 2021 | 19 October 2022 | On Time | |
| Accounts and TAR | 31 December 2021 | 19 October 2022 | On Time | Download Open in new window |