THE ELSIE DAVIS TRUST
The Charity is set up for the benefit of the public generally, in the United Kingdom and in particular but not restricted to the counties of Northumberland, Tyne and Wear, Durham, Tees Valley and Cumbria and its surrounding areas to further charitable purposes as the Trustees may from time to time decide in accordance with the laws of England and Wales by making grants to other charities.
Financial health, per its FY2023 accounts
The charity reported unrestricted free reserves of £111,267, which exceeds its stated policy target of £100,000. Total income from investments was £150,494 against total expenditure of £144,886, resulting in a net income surplus of £5,608 for the period.
What the accounts disclose
“Total income of £150,494 comprises unrestricted income only.” — page 9
“The target level of reserves has been set at £100,000.” — page 5
Corporate structure
- Registered company of the charity Companies House 12515601
Company officers (Companies House)
- RICHARDSON, David Ian on trustee list
- CLARK, Michael William on trustee list
- PENN, Gay Valerie on trustee list
- RICHARDSON, Clare Jane on trustee list
- MUCKLE SECRETARY LIMITED
Trustees
- Gay Valerie Pennchair
- Clare Jane Richardson
- David Ian Richardson
- Michael William Clark
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £193k | £228k |
| 31/12/2023 | £150k | £172k |
| 31/12/2022 | £145k | £104k |
| 31/03/2022 | £61k | £46k |
Common questions
Is THE ELSIE DAVIS TRUST financially healthy?
Per its FY2023 accounts: The charity reported unrestricted free reserves of £111,267, which exceeds its stated policy target of £100,000. Total income from investments was £150,494 against total expenditure of £144,886, resulting in a net income surplus of £5,608 for the period. Its FY2023 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ASSOCIATION OF NHS CHARITIES | 2 | £552k |
| MIND (THE NATIONAL ASSOCIATION FOR MENTAL HEALTH) | 1 | £754k |
| THE FORTE CHARITABLE FOUNDATION | 1 | £30k |
| BROADMEAD COMMUNITY CHURCH | 1 | £16k |
| THE REED FOUNDATION | 1 | £12k |
| THE JOICEY TRUST | 1 | £2k |
Charities like this
- CUMBRIA, NORTHUMBERLAND, TYNE AND WEAR NHS FOUNDATION TRUST CHARITY
- TEES ESK AND WEAR VALLEYS NHS TRUST GENERAL CHARITABLE FUND
- DAVID AND ELIZABETH KERFOOT CHARITABLE TRUST
- TYNESIDE AND NORTHUMBERLAND MIND
- TEES VALLEY COMMUNITY CARE TRUST
- NORTH CUMBRIA HOSPITALS NHS CHARITY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ELSIE DAVIS TRUST | £193k | — | 0 | unclear | — | no doubt |
| CUMBRIA, NORTHUMBERLAND, TYNE AND WEAR NHS FOUNDATION TRUST CHARITY | £162k | — | 0 | below | — | no doubt |
| TEES ESK AND WEAR VALLEYS NHS TRUST GENERAL CHARITABLE FUND | £257k | — | 0 | unclear | — | no doubt |
| DAVID AND ELIZABETH KERFOOT CHARITABLE TRUST | £315k | — | 0 | unclear | — | no doubt |
| TYNESIDE AND NORTHUMBERLAND MIND | £1.3m | — | 0 | unclear | — | no doubt |
| TEES VALLEY COMMUNITY CARE TRUST | £111k | — | 0 | unclear | — | no doubt |