THE BARROW CADBURY TRUST

Charity number: 1115476
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Barrow Cadbury Trust is an independent charitable foundation, committed to supporting vulnerable and marginalised people in society. The Trust promotes social justice through grant making, research, influencing public opinion and policy and supporting local communities. The Trust has three key programmes of work: Criminal Justice, Migration and Economic Justice.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£2,840,000

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Donations and legacies £0
Charitable activities £1.02m
Other trading activities £0
Investments £1.82m
Other £0

Total expenditure:
£5,933,000

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Raising funds £394.00k
Charitable activities £5.54m
Other £0

£6,028,000 investments gains (losses)

Total income includes £250,000 from 1 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £394.00k
Charitable expenditure £5.54m

People

18 Employee(s)

12 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£80k to £90k 1
£100k to £110k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
  • Economic/community Development/employment
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
  • Other Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Human Resources
  • Sponsors Or Undertakes Research
  • Other Charitable Activities
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 20 July 2006: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
05836950 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Erica R Cadbury Chair
None on record
Therese Radhika Bynon Trustee 27 April 2024
KINEARA CHARITY
Received: On time
THE MAGPIE PROJECT
Received: On time
ASHA TRUST (SRI LANKA)
Received: On time
Faiza Khan Trustee 27 April 2024
THE FRONTLINE ORGANISATION
Received: On time
Kimberly Tanaka Garande Trustee 27 April 2024
None on record
Alice Amelia Hickinbotham Trustee 23 October 2021
P AND C HICKINBOTHAM CHARITABLE TRUST
Received: On time
Esther Rose Mary McConnell Trustee 09 July 2016
None on record
Catherina Anna Pharoah Trustee 11 July 2015
None on record
John Serle Trustee 25 January 2014
None on record
Tamsin A Rupprecheter Trustee
None on record
ANNA C SOUTHALL Trustee
None on record
Nicola J Cadbury Trustee
None on record
Henry George Southall Serle Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £3.95m £8.48m £3.19m £5.52m £2.84m
Total expenditure £6.00m £11.51m £5.46m £6.84m £5.93m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A £250.00k
Income - Donations and legacies £0 £0 £0 £0 £0
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £1.48m £6.59m £1.29m £3.40m £1.02m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £2.48m £1.89m £1.90m £2.12m £1.82m
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £5.64m £11.09m £5.06m £6.45m £5.54m
Expenditure - Raising funds £367.00k £414.00k £402.00k £391.00k £394.00k
Expenditure - Governance £65.00k £46.00k £52.00k £68.00k £68.00k
Expenditure - Grants institution £3.93m £9.43m £3.44m £4.08m £3.65m
Expenditure - Investment management £367.00k £414.00k £402.00k £391.00k £394.00k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £24.00k £14.00k £8.00k £2.00k £3.99m
Long-term investments £79.89m £95.86m £96.61m £90.48m £88.78m
Other assets £7.03m £6.92m £6.79m £5.39m £4.94m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £4.81m £5.80m £5.15m £4.97m £3.87m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 01 August 2024 On Time
Accounts and TAR 31 March 2024 01 August 2024 On Time Download Open in new window
Annual return 31 March 2023 06 October 2023 On Time
Accounts and TAR 31 March 2023 06 October 2023 On Time Download Open in new window
Annual return 31 March 2022 18 August 2022 On Time
Accounts and TAR 31 March 2022 18 August 2022 On Time Download Open in new window
Annual return 31 March 2021 01 October 2021 On Time
Accounts and TAR 31 March 2021 01 October 2021 On Time Download Open in new window
Annual return 31 March 2020 24 July 2020 On Time
Accounts and TAR 31 March 2020 24 July 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 05 JUN 2006 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27 FEB 2009 as amended on 11 Jul 2020

Charitable objects

TO SUPPORT SUCH CHARITABLE OBJECTS, PURPOSES, INSTITUTIONS OR SOCIETIES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SHALL THINK FIT.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NATIONAL AND OVERSEAS

Contact information

Address:
The Foundry
17 Oval Way
LONDON
SE11 5RR
Phone:
02076329075
Email:
general@barrowcadbury.org.uk
Website:

www.barrowcadbury.org.uk Open in new window