Finance Score: 0

Governance Score: -1

Support Score: 0

No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -1

THE ROBERT DAVIES TRUST

Makes grants to charitable organisations.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
This charity uses a corporate trustee

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/09/23		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/22		£3	£1	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/09/21	*	£3	£1	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/09/20		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/19		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/18		£3	£6	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/17		£4	£1	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/16	*	£3	£6	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/15		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/14		£3	£1	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/13		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/12	*	£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/11		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/10		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/09	*	£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/08		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/07?	*	£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/04		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 60 years

01512275177

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations

Where it operates

Liverpool City,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (1)

LCVS

Legal constitution

Charity registered in England & Wales on 09/04/1964, number: 229909

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

18 returns made; AR21: 170 days late, AR16: 211 days late, AR12: 1 days late, AR09: 73 days late, AR07: 162 days late,

Main office

151 DALE STREET
LIVERPOOL
L2 2AH

Objectives

FOR THE SUPPORT OF CHARITABLE BODIES AND INSTITUTIONS FOR THE BENEFIT OF SEAMEN AND THEIR DEPENDANTS IN THE CITY OF LIVERPOOL AND THE NEIGHBOURHOOD AS THE COUNCIL SHALL FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

CITY OF LIVERPOOL AND NEIGHBOURHOOD

Data Sources

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