DAVIS-RUBENS CHARITABLE TRUST

Registered charity 263662 · accounts filings on the Charity Commission register · also known as LILY AND HENRY DAVIS CHARITABLE FOUNDATION

Makes grants to registered charities for general charitable purposes. Grants vary from GBP1,000 to GBP50.

Objects

TOWARDS OR FOR THE ADVANCEMENT OF OR IN FURTHERANCE OF SUCH CHARITABLE PURPOSES OR CHARIABLE INSTITUTIONS AND IN SUCH MANNER AND IN SUCH PROPORTIONS AS THE TRUSTEESMAY FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.

Area of benefit: NOT DEFINED

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 · Get email alerts

Latest income
£30k
Latest spending
£34k
Registered
1972
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased from £1,363,364 to £1,305,275 during the year, primarily due to charitable distributions of £34,200 and investment losses. The trustees report that they are satisfied with the state of the Trust's affairs and intend to continue supporting other charities within the Trust's objectives.

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

What the accounts disclose

Largest income source: Investment Income
“Investment Income Interest on Investment Manager's Accounts Ex-gratia payment from bank”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: maintain and wherever possible to increase its value (held: £1.3m)
“It is the Trustees' policy to maintain and wherever possible to increase its value, so as to generate income to make grants in accordance with the objectives of the Trust.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 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.

Trustees · trustee networks

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

Operates in: Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£30k£34k
05/04/2024£28k£32k
05/04/2023£23k£39k
05/04/2022£22k£28k
05/04/2021£18k£28k

Common questions

Is DAVIS-RUBENS CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds decreased from £1,363,364 to £1,305,275 during the year, primarily due to charitable distributions of £34,200 and investment losses. The trustees report that they are satisfied with the state of the Trust's affairs and intend to continue supporting other charities within the Trust's objectives. Its FY2025 accounts were independently examined.