Charity Accounts Intelreading the accounts so you don’t have to

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.

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

Latest income
£919k
Latest spending
£390k
Registered
1995
Accounts read
FY2025

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

Reserves policy: apply the income and all or such parts of the capital for or towards such charitable institutions in such a manner that the Trustees see fit (held: £2.6m)
“The Trust's policy on reserves is to apply the income and all or such parts of the capital for or towards such charitable institutions in such a manner that the Trustees see fit.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations from Trustee
“During the year, the Charity received £500,000 (2024: £300,000) from Trustee, G W Davies, in the form of donations. Gift aid of £125,000 (2024: £75,000) was claimed in relation to these donations. Both the donations and the associated gift aid are shown as unrestricted income in the financial statements.” — page 18
Per its FY2025 accounts as filed with the Charity Commission.

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

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

Total income
£919k
Total spending
£390k
Reserves (reported)
£2.6m
Employees
0

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

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

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

Income and spending

Financial year endIncomeSpending
05/04/2025£919k£390k
05/04/2024£489k£1.1m
05/04/2023£567k£1.4m
05/04/2022£51k£159k
05/04/2021£2.2m£463k

Common questions

Is THE GEORGE DAVIES CHARITABLE TRUST financially healthy?

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. Its FY2025 accounts were audited by Hazlewoods LLP.

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.

FunderSimilar charities fundedAmount to them
THE CHARIS TRUST1£54k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with GEORGE ELIAS CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE GEORGE DAVIES CHARITABLE TRUST£919k—0unclear—no doubt
GEORGE ELIAS CHARITABLE TRUST FY2024£729k—0unclear—no doubt
THE PHILIP J DAVIES FAMILY CHARITABLE TRUST FY2025£128k—0unclear—no doubt
THE JORDAN MAX GOODMAN CHARITABLE TRUST FY2025£227k—0unclear—no doubt
GARVAN LIMITED FY2025£115k—0unclear—no doubt
THE J G HOGG CHARITABLE TRUST FY2025£681k—0above—no doubt

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