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MARGARET DAVIES CHARITY

Registered charity 235589 · accounts filings on the Charity Commission register · also known as THE GWENDOLINE AND MARGARET DAVIES CHARITY

The main objectives of the charity are to pay grants to other registered grants, at the Trustee's discretion, to broadly benefit Arts, Education, Health and Social.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£275k
Latest spending
£298k
Registered
1964
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net expenditure of £788,243 for the year, resulting in a decrease in unrestricted funds from £9,319,588 to £8,531,345. The trustees' report notes that the charity has no fundraising capacity and relies on investment income, while maintaining a reserves policy equivalent to six months of income. The independent auditors confirmed that the financial statements give a true and fair view and identified no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

Reserves policy: six months income (held: £8.5m)
“The trustees will maintain a reserve equivalent to six months income in order to meet management and administration expenses as they arise and to be in funds to meet charitable expenditure.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The charity is owed £360 by The Vronhaul (Llandinam) Charity, which shares the same trustees.
“At the year end the charity is owed £360 (2024 £360) from The Vronhaul (Llandinam) Charity.” — page 21
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by D.R.E. & Co. (Audit) Limited. Discloses 5 of 6 completeness components.

Corporate structure

Structured financials (annual return, FY ending 05/04/2021)

Total income
£1.5m
Total spending
£323k
Cost of raising funds
£50k
Reserves (reported)
£9.8m
Employees
1

Per its annual return, largest income source: Other (86% 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: 3.3% of total income — above the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Powys

Income and spending

Financial year endIncomeSpending
05/04/2025£275k£298k
05/04/2024£280k£379k
05/04/2023£258k£419k
05/04/2022£221k£311k
05/04/2021£1.5m£323k

Common questions

Is MARGARET DAVIES CHARITY financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £788,243 for the year, resulting in a decrease in unrestricted funds from £9,319,588 to £8,531,345. The trustees' report notes that the charity has no fundraising capacity and relies on investment income, while maintaining a reserves policy equivalent to six months of income. The independent auditors confirmed that the financial statements give a true and fair view and identified no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by D.R.E. & Co. (Audit) Limited.

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 FOOTBALL FOUNDATION1£1.6m
DEBMAR BENEVOLENT TRUST LIMITED1£314k
YESHIVAS BEIS DOVID1£208k
BEIS MENACHEM CHABAD LUBAVITCH1£183k
ACHISOMOCH AID COMPANY LIMITED1£100k
RNH SYNAGOGUE & COLLEGE LTD1£75k
LATATE LIMITED1£48k
YESHIVAS LUBAVITCH MANCHESTER1£20k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with MW (GK) FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
MARGARET DAVIES CHARITY£275k—0above—no doubt
MW (GK) FOUNDATION FY2024£261kUnder £60,0000unclear—no doubt
YAD VEACHISOMOCH L'CHAIM FY2025£834k—0unclear—no doubt
THE FOCUS FOUNDATION FY2025£1.6m—0unclear4.0%no doubt
BEIS HAMEDRASH SHAAREI TEFILLAH FY2025£133k—0above—no doubt
YESHIVAS BEIS DOVID FY2025£279k—0above—no doubt

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