THE PERCY DAVIES INSTITUTION
Charity Number: 505360
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
To offer grants and donations to groups and organisations in the Crickhowelll area for the overall benefit of the residents of Crickhowell Powys.
Income and expenditure
Data for financial year ending 31 March 2024
Total income: £25,544
Total expenditure: £9,074
People
8 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
- Arts/culture/heritage/science
- Amateur Sport
- Economic/community Development/employment
- Recreation
Who the charity helps:
- Children/young People
- Elderly/old People
- People With Disabilities
- Other Charities Or Voluntary Bodies
- The General Public/mankind
How the charity helps:
- Makes Grants To Organisations
- Provides Human Resources
Where the charity operates:
- Powys
Governance
Registration history:
- 21 July 1976: Standard registration
Organisation type:
Other
Other names:
No other names
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Investment
Land and property:
This charity owns and/or leases 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
8 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||||||||||
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| KEITH MILES | Trustee | 04 October 2023 |
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| Huw Morgans | Trustee | 04 October 2023 |
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| Frank Ady | Trustee | 16 March 2022 |
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| PAUL ANTHONY EVANS | Trustee | 01 June 2021 |
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| Rev Rana Khan | Trustee | 01 September 2017 |
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| Eliane Wigzell | Trustee | 25 November 2015 |
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| ANN JEREMIAH | Trustee |
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| ANN CHAMBERLAIN | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
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Total gross income | £19.54k | £23.59k | £23.07k | £24.45k | £25.54k | |
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Total expenditure | £28.78k | £7.76k | £36.36k | £6.58k | £9.07k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | 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 March 2024 | 20 January 2025 | On Time | |
| Accounts and TAR | 31 March 2024 | 20 January 2025 | On Time | Download Open in new window |
| Annual return | 31 March 2023 | 02 May 2024 | 92 days late | |
| Accounts and TAR | 31 March 2023 | Not Required | ||
| Annual return | 31 March 2022 | 18 August 2022 | On Time | |
| Accounts and TAR | 31 March 2022 | Not Required | ||
| Annual return | 31 March 2021 | 05 December 2021 | On Time | |
| Accounts and TAR | 31 March 2021 | Not Required | ||
| Annual return | 31 March 2020 | 10 May 2020 | On Time | |
| Accounts and TAR | 31 March 2020 | Not Required |