RICHARD DAVIES CHARITABLE FOUNDATION

Registered charity 279380 · accounts filings on the Charity Commission register

Donations to local charities and organisations

Objects

TO OR FOR SUCH CHARITABLE OBJECTS OR PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT.

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

Registered contact address: Dorset, South West, England (from the postcode on the register)

Latest income
£29k
Latest spending
£36k
Registered
1980
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity's unrestricted funds decreased from £29,448 to £22,800, while permanent endowment funds increased to £1,388,665. The trustees report that reserves are sufficient for current purposes and are reviewed regularly. The independent examiner confirmed that no material matters came to their attention regarding the accounts.

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

What the accounts disclose

Largest income source: Investment income (100% of income)
“Investment income 29,192”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: sufficient for current purposes (reserves figure: £23k)
“The trustees believe that the reserves are sufficient for current purposes and these are reviewed on a regular basis.” — page 5
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.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 30/11/2025

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 30/11/2024

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 30/11/2023

  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

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

Operates in: Bristol City · Dorset · South Gloucestershire

Income and spending

Financial year endIncomeSpending
30/11/2025£29k£36k
30/11/2024£37k£60k
30/11/2023£43k£45k
30/11/2022£45k£51k
30/11/2021£42k£58k

Common questions

Is RICHARD DAVIES CHARITABLE FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity's unrestricted funds decreased from £29,448 to £22,800, while permanent endowment funds increased to £1,388,665. The trustees report that reserves are sufficient for current purposes and are reviewed regularly. The independent examiner confirmed that no material matters came to their attention regarding the accounts. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with DAVIS-RUBENS CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
RICHARD DAVIES CHARITABLE FOUNDATION£29k—0above—no doubt
DAVIS-RUBENS CHARITABLE TRUST FY2025£30k—0unclear—no doubt
RUTH WOLFE CHARITABLE SETTLEMENT C FY2025£46k—0unclear—no doubt
DAVID LISTER CHARITABLE TRUST FY2026£492k—0unclear—no doubt
THE CHEDVA CHARITABLE TRUST FY2025£206k—0unclear—no doubt
MARGARET DAVIES CHARITY FY2025£275k—0above—no doubt

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