THE GEORGE DAVIES CHARITABLE TRUST

Registered charity 1024818 · accounts filings on the Charity Commission register

The principal object of the charity is for all income and trust capital to be applied for general charitable purposes, with an emphasis on medical and educational activities.

Objects

GENERAL CHARITABLE PURPOSES AT TRUSTEES' DISCRETION

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Arts/culture/heritage/science · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Cotswold, South West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity held unrestricted reserves of £2,649,845 at the year end, representing a net increase from the previous year. The trustees report that the charity is in a strong financial position with funds held in investments that can be readily realised as cash when required. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Hazlewoods LLP. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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
• Risk management
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 05/04/2025)

Reported reserves equal ~81.5 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (68% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

• GEORGE WILLIAM DAVIESchair
• Barnaby Charles Davies
• George Jeremy William Davies

Trustee list from the Charity Commission register (current, not historical).

Operates in: Sri Lanka · Tanzania · Throughout England And Wales

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with MARGARET DAVIES CHARITY.

• MARGARET DAVIES CHARITY income £275k
• THE G C GIBSON CHARITABLE TRUST income £560k
• THE G D HERBERT CHARITABLE TRUST income £72k
• GESS CHARITABLE TRUST income £31k
• THE GEOFFREY WATLING CHARITY income £792k
• SIR DONALD AND LADY EDNA WILSON CHARITABLE TRUST income £297k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.