THE PHILIP J DAVIES FAMILY CHARITABLE TRUST

Registered charity 259228 · accounts filings on the Charity Commission register · also known as PHILIP J DAVIES'S CHARITABLE TRUST

General Chaitable Activities

Causes: General Charitable Purposes · Get email alerts

Latest income

£128k

Latest spending

£129k

Registered

1969

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the trust held unrestricted reserves of £8,508 as of 5 April 2025, with total incoming resources of £128,423 and resources expended of £128,755. The independent examiner reported no matters requiring attention, and the trustees confirmed the accounts were prepared on a going concern basis without noting any material uncertainties or risks to continuity.

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

What the accounts disclose

Related-party transaction: Donations received from a company managed by the Trustees.

“During the year donations amounting to £128,260 were received from a company managed by the Trustees.” — page 9

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Trustees · trustee networks

Elisabeth Josephine Davies
Mark Steven Davies

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
05/04/2025	£128k	£129k
05/04/2024	£118k	£117k
05/04/2023	£160k	£160k
05/04/2022	£129k	£132k
05/04/2021	£144k	£140k

Common questions

Is THE PHILIP J DAVIES FAMILY CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the trust held unrestricted reserves of £8,508 as of 5 April 2025, with total incoming resources of £128,423 and resources expended of £128,755. The independent examiner reported no matters requiring attention, and the trustees confirmed the accounts were prepared on a going concern basis without noting any material uncertainties or risks to continuity. Its FY2025 accounts were independently examined.

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.

Funder	Similar charities funded	Amount to them
THE PHILLIPS AND RUBENS CHARITABLE TRUST	1	£300k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PHILLIPS FAMILY CHARITABLE TRUST.

THE PHILLIPS FAMILY CHARITABLE TRUST income £100k
THE CRISPIN DAVIS FAMILY TRUST income £507k
THE PHILIP MARSDEN FAMILY CHARITABLE TRUST income £118k
THE DWEK FAMILY CHARITABLE TRUST income £133k
THE CHEDVA CHARITABLE TRUST income £206k
ST PHILIP'S SCHOOL TRUST LIMITED income £2.0m

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE PHILIP J DAVIES FAMILY CHARITABLE TRUST	£128k	—	unclear	—	no doubt
THE PHILLIPS FAMILY CHARITABLE TRUST FY2025	£100k	—	unclear	—	no doubt
THE CRISPIN DAVIS FAMILY TRUST FY2024	£507k	—	above	—	no doubt
THE PHILIP MARSDEN FAMILY CHARITABLE TRUST FY2025	£118k	—	unclear	—	no doubt
THE DWEK FAMILY CHARITABLE TRUST FY2025	£133k	—	unclear	—	no doubt
THE CHEDVA CHARITABLE TRUST FY2025	£206k	—	unclear	—	no doubt

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