THE HAMILTON DAVIES TRUST
Financial health, per its FY2023 accounts
The accounts state that the charity reported a net deficit of £521,422 for the year ended 5 April 2023, resulting in a decrease in total fund balances from £3,280,467 to £2,630,553. Per the trustees' report, the charity is funded through its investment portfolio, which continued to improve in value during the year. The trustees confirmed that the charity has adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
Trustees
- NEIL MCARTHURchair
- Michael Francis Mazurkiewicz
- Philip William Atkinson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £253k | £379k |
| 05/04/2024 | £63k | £444k |
| 05/04/2023 | £107k | £455k |
| 05/04/2022 | £121k | £797k |
| 05/04/2021 | £211k | £456k |
Common questions
Is THE HAMILTON DAVIES TRUST financially healthy?
The accounts state that the charity reported a net deficit of £521,422 for the year ended 5 April 2023, resulting in a decrease in total fund balances from £3,280,467 to £2,630,553. Per the trustees' report, the charity is funded through its investment portfolio, which continued to improve in value during the year. The trustees confirmed that the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2023 accounts were audited by Champion Accountants LLP.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 22/02/2022 | £10k | "Chat Moss Heritage Partnership - First Steps" |