The Jane and Michael Davies Charitable Trust

Analysis

The Jane and Michael Davies Charitable Trust is a registered charity in England and Wales, based in Wallingford. It was registered in June 1982, 44 years ago. Its declared purposes cover general charitable purposes, education/training, the advancement of health or saving of lives and the prevention or relief of poverty, which this site groups under health and saving lives. Legally it is a charitable trust. It says it makes grants to organisations and provides buildings/facilities/open space.

In the financial year ending March 2025, The Jane and Michael Davies Charitable Trust reported income of £14k and spending of £43k, spending 304% of what it took in. Across the 5 years on record, from March 2021 to March 2025, income fell from £15k to £14k (-6.6%), an average of -1.7% a year. The sharpest change came in the year to March 2022, when income rose by 18%. Over the whole period it spent 233% of the income it received.

Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, The Jane and Michael Davies Charitable Trust sits at the 32nd percentile: it is larger than about 32% of them. Against every charity in England and Wales with reported income it ranks in the 37th percentile. Charities of a similar size with the same main cause include Holt & District Dementia Support (£14k), The Kaiya Foundation for Children with Very High Risk Leukaemia (£14k) and Friends of Whitburn Library (£14k).

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.