THE EDWARD CADBURY CHARITABLE TRUST

Charity number: 1160334
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Edward Cadbury Charitable Trust is a grant giving charity principally supporting the voluntary sector in the Midlands region. The main areas of grant giving focus on education and training, the oppressed and disadvantaged, interfaith and multifaith relations, the arts, conservation and the environment.

Income and expenditure

Data for financial year ending 05 April 2025

Total income:
£1,644,908

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Donations and legacies £0
Charitable activities £0
Other trading activities £0
Investments £1.64m
Other £0

Total expenditure:
£1,813,077

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Raising funds £188.36k
Charitable activities £1.62m
Other £0

-£1,921,497 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £188.36k
Charitable expenditure £1.62m

People

1 Employee(s)

7 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£80k to £90k 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
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Birmingham City
  • Coventry City
  • Herefordshire
  • Sandwell
  • Shropshire
  • Staffordshire
  • Walsall
  • Warwickshire
  • Wolverhampton
  • Worcestershire

Governance

Registration history:
  • 04 February 2015: CIO registration
  • 14 September 2015: Funds received from 227384 THE EDWARD CADBURY CHARITABLE TRUST INCORPORATED
Organisation type:
CIO
Other names:
  • THE EDWARD CADBURY CHARITABLE TRUST INCORPORATED (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • 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 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ROBERT HUGH STEWART MARRIOTT Chair 04 February 2015
None on record
Harriet Sarah Banks Trustee 25 March 2024
None on record
William Ben Cadbury Trustee 15 January 2024
None on record
CHARLES ROBERT GILLETT Trustee 04 February 2015
THE SIR ROBERT GOOCH TRUST
Received: On time
Dr WILLIAM JAMES EDWARD SOUTHALL Trustee 04 February 2015
None on record
ANDREW STEPHEN LITTLEBOY Trustee 04 February 2015
None on record
NIGEL ROBIN CADBURY Trustee 04 February 2015
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £1.22m £1.24m £1.40m £1.54m £1.64m
Total expenditure £1.03m £1.20m £1.11m £1.09m £1.81m
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 £0 £0 £0 £0 £0
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 £1.22m £1.22m £1.40m £1.52m £1.64m
Income - Other £0 £24.25k £1.00k £16.00k £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £864.76k £1.00m £937.25k £918.51k £1.62m
Expenditure - Raising funds £169.27k £194.54k £175.36k £174.66k £188.36k
Expenditure - Governance £73.32k £75.02k £4.80k £4.92k £5.40k
Expenditure - Grants institution £791.44k £925.93k £855.60k £828.42k £1.51m
Expenditure - Investment management £169.27k £194.54k £175.36k £174.66k £188.36k
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 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Own use assets £0 £0 £0 £0 £0
Long-term investments £51.45m £54.39m £48.90m £52.50m £50.39m
Other assets £1.45m £868.98k £1.33m £1.95m £2.41m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £116.41k £51.70k £48.50k £50.37k £492.83k

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 05 April 2025 21 November 2025 On time
Accounts and TAR 05 April 2025 21 November 2025 On time Download Open in new window
Annual return 05 April 2024 29 November 2024 On time
Accounts and TAR 05 April 2024 29 November 2024 On time Download Open in new window
Annual return 05 April 2023 20 December 2023 On time
Accounts and TAR 05 April 2023 20 December 2023 On time Download Open in new window
Annual return 05 April 2022 29 July 2022 On time
Accounts and TAR 05 April 2022 29 July 2022 On time Download Open in new window
Annual return 05 April 2021 12 August 2021 On time
Accounts and TAR 05 April 2021 12 August 2021 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.

CIO - Foundation Registered 04 Feb 2015

Charitable objects

TO SUPPORT SUCH CHARITABLE INSTITUTIONS AND CHARITABLE PURPOSES AS THE CHARITY TRUSTEES SHALL FROM TIME TO TIME SELECT.

Contact information

Address:
Woodbrooke
1046 Bristol Road
Birmingham
B29 6LJ
Phone:
01214721838
Email:
sue.anderson@edwardcadburytrust.org.uk
Website:

www.edwardcadburytrust.org.uk Open in new window