IDA DAVIS FAMILY FOUNDATION
The objects of the Foundation are to alleviate poverty, to advance education, to relieve sickness and to promote health and to preserve and protect the natural environment at home and abroad. As a grant making charity, the Constitution also provides for general charitable purposes for Public Benefit.
Objects
THE OBJECTS OF THE CIO ARE:-(1) TO ALLEVIATE POVERTY;(2) TO ADVANCE EDUCATION;(3) TO RELIEVE SICKNESS AND TO PROMOTE HEALTH;(4) TO PRESERVE AND PROTECT THE NATURAL ENVIRONMENT; AND(5) TO ADVANCE, PROMOTE OR CARRY OUT SUCH OTHER CHARITABLE PURPOSES AS THE CHARITY TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.
Financial health, per its FY2025 accounts
The charity reported a net expenditure of £2,117,300 against incoming resources of £25,985 and investment gains of £177,244, resulting in a decrease in total unrestricted funds from £9,278,023 to £7,160,723. The accounts state that the charity is exempt from tax and holds investments managed by Cazenove Capital, with cash at bank of £1,060,174. The independent examiner confirmed that no material matters came to their attention regarding the preparation of the accounts.
What the accounts disclose
“Investment income Deposit account interest 25,985”
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Engaging external speakers at charity events policy and procedures
- 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
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- KENNETH DAVISchair
- ADRIAN CAMMIDGE
- ROBERT CAMMIDGE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £26k | £2.3m |
| 31/03/2024 | £31k | £245k |
| 31/03/2023 | £7k | £337k |
| 31/03/2022 | £313 | £166k |
| 31/03/2021 | £3k | £35k |
Common questions
Is IDA DAVIS FAMILY FOUNDATION financially healthy?
Per its FY2025 accounts: The charity reported a net expenditure of £2,117,300 against incoming resources of £25,985 and investment gains of £177,244, resulting in a decrease in total unrestricted funds from £9,278,023 to £7,160,723. The accounts state that the charity is exempt from tax and holds investments managed by Cazenove Capital, with cash at bank of £1,060,174. The independent examiner confirmed that no material matters came to their attention regarding the preparation of the accounts. Its FY2025 accounts were independently examined.