MARGARET DAVIES CHARITY

Charity number: 235589
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The main objectives of the charity are to pay grants to other registered grants, at the Trustee's discretion, to broadly benefit Arts, Education, Health and Social.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £280,179
Total expenditure: £379,218

People

6 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

One or more trustees are also directors of the 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:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Powys

Governance

Registration history:
  • 08 July 1964: Standard registration
Organisation type:
Trust
Other names:
  • THE GWENDOLINE AND MARGARET DAVIES CHARITY (Working name)
Company number:
00235589 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee conflicts of interest 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DANIEL DAVIES Chair 14 November 2011
THE VRONHAUL (LLANDINAM) CHARITY
Received: On time
FRIENDS OF GREGYNOG YOUNG MUSICIANS
Received: On time
ZOE QUICK Trustee 04 July 2025
None on record
Edward Alan Rayner Trustee 08 December 2023
FRIENDS OF GREGYNOG YOUNG MUSICIANS
Received: On time
ELINOR MIRIAM GILBEY Trustee 13 May 2019
THE VRONHAUL (LLANDINAM) CHARITY
Received: On time
JOSEF HERMAN ART FOUNDATION CYMRU TRUST LIMITED
Received: On time
THOMAS ELLIS WILLIAMS Trustee 25 November 2013
THE VRONHAUL (LLANDINAM) CHARITY
Received: On time
Dr DENIS BALSOM Trustee 01 October 2000
THE VRONHAUL (LLANDINAM) CHARITY
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £310.25k £1.53m £220.84k £258.35k £280.18k
Total expenditure £979.17k £323.48k £310.71k £419.42k £379.22k
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 N/A £0 N/A N/A N/A
Income - Other trading activities N/A £0 N/A N/A N/A
Income - Charitable activities N/A £0 N/A N/A N/A
Income - Endowments N/A £0 N/A N/A N/A
Income - Investment N/A £222.01k N/A N/A N/A
Income - Other N/A £1.31m N/A N/A N/A
Income - Legacies N/A £0 N/A N/A N/A
Expenditure - Charitable activities N/A £273.15k N/A N/A N/A
Expenditure - Raising funds N/A £50.33k N/A N/A N/A
Expenditure - Governance N/A £28.78k N/A N/A N/A
Expenditure - Grants institution N/A £244.37k N/A N/A N/A
Expenditure - Investment management N/A £50.33k N/A N/A N/A
Expenditure - Other N/A £0 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 05 April 2024 05 December 2024 On time
Accounts and TAR 05 April 2024 05 December 2024 On time Download Open in new window
Annual return 05 April 2023 18 January 2024 On time
Accounts and TAR 05 April 2023 18 January 2024 On time Download Open in new window
Annual return 05 April 2022 05 January 2023 On time
Accounts and TAR 05 April 2022 05 January 2023 On time Download Open in new window
Annual return 05 April 2021 03 February 2022 On time
Accounts and TAR 05 April 2021 03 February 2022 On time Download Open in new window
Annual return 05 April 2020 16 December 2020 On time
Accounts and TAR 05 April 2020 16 December 2020 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 15TH MARCH 1934 UV 261 P 567

Charitable objects

ANY CHARITABLE PURPOSE.

Area of benefit

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

NOT DEFINED

Contact information

Address:
PLAS DOLERW
MILFORD ROAD
NEWTOWN
POWYS
SY16 2EH
Phone:
07539141215
Email:
daviescharities@gmail.com
Website:

daviescharity.org.uk