WILLIAM ADLINGTON CADBURY CHARITABLE TRUST

Charity number: 213629
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

In the West Midlands region: social welfare, medical and healthcare projects, education, places of religious worship, conservation of the environment, the arts and penal reform. In Ireland: cross community initiatives promoting reconciliation. In the United Kingdom as a whole: the Religious Society of Friends. Overseas: sustainable development projects predominantly in Africa.

Income and expenditure

Data for financial year ending 31 March 2025

Total income:
£1,704,157

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Donations and legacies £125.00k
Charitable activities £0
Other trading activities £0
Investments £1.57m
Other £12.11k

Total expenditure:
£1,495,419

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Raising funds £307.10k
Charitable activities £1.19m
Other £0

£634,842 investments gains (losses)

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 £307.10k
Charitable expenditure £1.19m
Retained for future use £208.74k

People

1 Employee(s)

9 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Birmingham City
  • Coventry City
  • Dudley
  • Sandwell
  • Solihull
  • Staffordshire
  • Walsall
  • Warwickshire
  • Wolverhampton
  • Worcestershire

Governance

Registration history:
  • 13 June 1987: Standard registration
  • 21 June 2017: Funds received from 1152302 THE ALAN CADBURY CHARITABLE TRUST
Organisation type:
Other
Other names:
  • W A CADBURY CHARITABLE TRUST (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SOPHY JULIET BLANDY Chair 16 December 2002
None on record
Gabrielle Marie Cadbury Trustee 14 November 2024
THE OAKDALE TRUST
Received: On time
VICTORIA EMMELINE MOHAN Trustee 29 November 2012
None on record
JANINE EMMA COBAIN Trustee 19 March 2007
None on record
JOHN CORNELIUS PENNY Trustee 29 November 1994
None on record
ADRIAN DAVID MILLS THOMAS Trustee 29 November 1994
None on record
MARGARET SALMON Trustee 15 November 1988
THE WORGAN TRUST
Received: On time
MOUNT PLEASANT SCHOOL FARM
Received: On time
KATHERINE MARY VAN HAGEN CADBURY Trustee 09 December 1986
None on record
RUPERT ADLINGTON CADBURY Trustee 31 December 1979
THE OAKDALE TRUST
Received: On time
TANSOR VILLAGE HALL
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £986.54k £1.24m £1.47m £1.52m £1.70m
Total expenditure £850.74k £1.31m £1.22m £1.33m £1.50m
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 N/A
Income - Donations and legacies £60.00k £60.00k £85.03k £90.00k £125.00k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £913.96k £1.17m £1.38m £1.42m £1.57m
Income - Other £12.58k £12.16k £12.22k £12.02k £12.11k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £629.50k £1.05m £981.89k £1.06m £1.19m
Expenditure - Raising funds £221.23k £259.72k £236.06k £271.75k £307.10k
Expenditure - Governance £47.45k £105.63k £58.76k £0 £19.38k
Expenditure - Grants institution £582.05k £949.25k £923.13k £1.00m £1.17m
Expenditure - Investment management £221.23k £259.72k £236.06k £271.75k £307.10k
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 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Own use assets £54.27m £1.66k £268 £0 £0
Long-term investments £3.06k £58.66m £57.50m £64.40m £65.77m
Other assets £457.79k £388.40k £636.76k £822.32k £298.82k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £196.64k £202.70k £195.36k £203.29k £205.83k

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 2025 14 November 2025 On time
Accounts and TAR 31 March 2025 26 November 2025 On time
Annual return 31 March 2024 23 January 2025 On time
Accounts and TAR 31 March 2024 23 January 2025 On time
Annual return 31 March 2023 26 March 2024 55 days late
Accounts and TAR 31 March 2023 26 March 2024 55 days late
Annual return 31 March 2022 16 January 2023 On time
Accounts and TAR 31 March 2022 16 January 2023 On time
Annual return 31 March 2021 12 January 2022 On time
Accounts and TAR 31 March 2021 12 January 2022 On time
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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.

INDENTURE DATED 21ST DECEMBER 1923 SCHEME OF THE 1ST JUNE 1976 AND 5TH DECEMBER 1979

Charitable objects

TO APPLY OR PAY BOTH CAPITAL AND INCOME OR SUCH PART OR PARTS THEREOF AS THE TRUSTEES SHALL FOR THE TIME BEING THINK DESIRABLE FOR OR TO SUCH CHARITABLE OBJECTS, PURPOSES, INSTITUTIONS OR SOCIETIES AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.

Area of benefit

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

UNRESTRICTED-IN PRACTICE W MIDLANDS(REGISTERED CHTIES ONLY); UK(WHERE CHTY HAS LINKS OR WORK IS OF NATIONAL SIGNIFICANCE); IRELAND & INTERNATIONAL(UK REGISTERED CHITIES ONLY)

Contact information

Address:
WOODBROOKE
1046 BRISTOL ROAD
SELLY OAK
BIRMINGHAM
B29 6LJ
Phone:
0121 472 1464
Email:
info@wa-cadbury.org.uk
Website:

www.wa-cadbury.org.uk Open in new window