THE JULIE DAVIES FOUNDATION

Charity Number: 1199447
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity provides financial support for children and young people and their families who ares suffering from terminal illnesses and need additional support which cannot be provided by the state.

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £11,132
Total expenditure: £1,594

People

6 Trustee(s)

5 Volunteer(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
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Bridgend
  • City Of Swansea
  • Neath Port Talbot

Governance

Registration history:
  • 24 June 2022: 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:
No policies declared
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
Nicola Jane Thomas Chair 01 March 2023
None on record
Charlotte Helen Davies Trustee 02 April 2025
None on record
Emily Jane Blackledge Trustee 02 April 2025
None on record
Jason Thomas Trustee 01 March 2023
None on record
Jodie Louise Stimson Trustee 01 March 2023
None on record
Carl Waters Trustee 24 June 2022
BOIS GOETRE-HEN A'R CYLCH
Received: On time

Financial history

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

Financial period end date

Income / Expenditure 31/08/2023 31/08/2024
Total gross income £11.93k £11.13k
Total expenditure £2.01k £1.59k
Income from government contracts N/A N/A
Income from government grants 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 August 2024 24 June 2025 On Time
Accounts and TAR 31 August 2024 24 June 2025 On Time Download Open in new window
Annual return 31 August 2023 19 August 2024 50 days late
Accounts and TAR 31 August 2023 10 September 2024 72 days late 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.

CIO - FOUNDATION Registered 24 Jun 2022

Charitable objects

THE OBJECT OF THE CIO IS: FOR THE PUBLIC BENEFIT TO RELIEVE THE NEEDS OF AND PRESERVE AND PROTECT GOOD HEALTH AND WELLBEING AMONGST PEOPLE WITH CANCER AND HEART DISEASE AND THEIR FAMILIES RESIDENT IN BRIDGEND COUNTY AND THE SURROUNDING AREA THROUGH THE AWARD OF GRANTS TO ASSIST IN THE PROVISION OF NECESSARY ITEMS, EQUIPMENT, SERVICES, COMFORTS, OUTINGS AND EXPERIENCES FOR SUCH PEOPLE.

Area of benefit

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

LOCAL

Contact information

Address:
53 Iron Way
Tondu
Bridgend
CF32 9BF
Phone:
07793777632
Email:
carlwaters65@gmail.com
Website:

No information available