THE DAVIES FOUNDATION

Registered charity 1181129 · accounts filings on the Charity Commission register

To fund charitable causes which are nominated by employees of Davies and support one or more of the following; the advancement of citizen or community development, the advancement of education, the prevention or relief of poverty and the advancement of environmental protection. The Davies Foundation fundraises across locations which Davies operates: Bermuda, Canada, Ireland, UK and USA.

Objects

THE OBJECT OF THE CIO IS TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND & WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME.

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 · website · Get email alerts

Latest income
£89k
Latest spending
£99k
Registered
2018
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves decreased from £100,368 to £90,174 due to net expenditure exceeding income. The trustees report that the charity intends to close its registered status by the end of the 2026 reporting period to transition into a corporate fund. Reserves remain significantly above the stated policy target of £5,000.

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

What the accounts disclose

Reserves policy: £5,000 (held: £90k)
“The charity will aim to maintain unrestricted reserves of £5,000.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Going concern: noted by the trustees or auditor
“The Davies Foundation has made the decision to close on its own terms and expect the year ending 2026 will be the last reporting period.” — page 6
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations from Davies Group
“The Davies Group donations 36,967” — page 13
“All funds raised are matched by Davies Group, with both the funds raised and matched funding contributing to The Davies Foundation grants funding scheme.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Match funding from Davies Group
“The Davies Group donations 36,967” — page 13
“All funds raised are matched by Davies Group, with both the funds raised and matched funding contributing to The Davies Foundation grants funding scheme.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 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.

Public fundraising profile: JustGiving — The Davies Foundation (matched by registered charity number).

Trustees · trustee networks

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

Operates in: Bermuda · Canada · Ireland · Throughout England And Wales · United States

Income and spending

Financial year endIncomeSpending
01/02/2025£89k£99k
01/02/2024£112k£109k
01/02/2023£107k£121k
01/02/2022£157k£55k
01/02/2021£44k£52k

Common questions

Is THE DAVIES FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves decreased from £100,368 to £90,174 due to net expenditure exceeding income. The trustees report that the charity intends to close its registered status by the end of the 2026 reporting period to transition into a corporate fund. Reserves remain significantly above the stated policy target of £5,000. Its FY2025 accounts were independently examined.