MARGARET DAVIES CHARITY
#235589The main objectives of the charity are to pay grants to other registered grants, at the trustee's discretion, to broadly benefit arts, education, health and social.
What they do
Who they help
How they help
Areas of operation
Registered address
PLAS DOLERW, MILFORD ROAD, NEWTOWN, POWYS, SY16 2EH
Latest HighlightsFY 2021
Income
All sources
£1,531,681
Expenditure
All activities
£323,479
Net Reserves
Unrestricted funds
£9,786,871
Total Assets
Gross assets
£9,895,289
Working Capital
Liquidity
£1,388,198
Benchmark Performance
Comparing against 42,435 similar medium charities
Compare vs:
Reserve Runway
363.1 months
Median: 4.3 monthsTop quartile
Income Growth (1yr)
N/A
Median: 1.4%Unknown
Spending Efficiency
84.4%
Median: 98.5%Below typical
Income Concentration
75.2%
Median: 86.5%Around typical
Fundraising ROI
30.4x
Median: 22.7xAround typical
Income Volatility
N/A
Median: 17.9%Unknown
Self-Generated Income
14.5%
Median: 41.9%Around typical
3-Year Income CAGR
N/A
Median: 1.6%Unknown
Efficiency & Health
Charitable Spending
84.4%
Fundraising Eff.
% income retained
30.4%
Governance Cost
% of expenditure
8.9%
Grant Making
% given away
89.5%
Debt Ratio
% of assets
1.1%
Survival Ratio
Months of reserves
363.1 months
Income Profile
Donations & Legacies
% of income
0%
Government Reliance
% of income
0%
Largest Source
Primary income
Other
Diversification
HHI: 7521
Highly Concentrated
Trends
Income Growth (1yr)
Year over Year
N/A
Income CAGR (3yr)
Compound growth
N/A
Volatility
Stable
N/A
Reserves Trend
Direction
Depleting
Governance
Employees
Staff count
1
Volunteers
Volunteer count
0
Volunteer Ratio
Per staff member
0:1
Revenue/Employee
Per head
£1,531,681
Trustee Benefits
Payments to trustees
No
High Earners
Earning over £60k
0%
Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.
Frequently Asked Questions
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