THE HADLEY TRUST
The Trust's objectives are primarily, but not exclusively, to assist in creating opportunities for people who are disadvantaged to improve their situation, either by financial assistance, involvement in project and support work or research into the causes of, and means to alleviate, hardship.
Objects
THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON THE FOLLOWING TRUSTS: THEY MUST APPLY THE INCOME OF THE TRUST FUND IN SUCH MANNER AS THEY FROM TIME TO TIME THINK FIT FOR OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AND THEY MAY APPLY CAPITAL OF THE TRUST FUND FOR SUCH PURPOSES.
Financial health, per its FY2025 accounts
The accounts state that total assets decreased slightly to £338,595,256 from £345,593,259 in the prior year, driven by a £7.3 million decrease in investment holdings. The charity maintains adequate liquidity with cash balances of £1,023,238 and reports no material uncertainties regarding its ability to continue as a going concern.
What the accounts disclose
“The Trustees do not designate any particular components of the charity's endowment as reserves. The Trustees ensure that in any given year sufficient cash is available to meet the charity's obligations.” — page 8
“On 7th October 2024, the settlor, Philip Hulme, donated 240,000 Computacenter plc shares valued at £5,976,000.” — page 20
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity 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
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Employees paid over £60,000: 1 (£80,001–£90,000: 1)
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
- Grant-making is its main activity
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (28/10/2026)
Trustees
- KATHERINE ELIZABETH HULMEchair
- Juliet Christine Lyon CBE
- Lady JANET HULME
- SOPHIE ANN SWIFT
- Sir PHILIP WILLIAM HULME
- THOMAS WILLIAM HULME
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £13.0m | £5.2m |
| 31/03/2024 | £6.6m | £5.3m |
| 31/03/2023 | £6.1m | £4.2m |
| 31/03/2022 | £4.6m | £4.6m |
| 31/03/2021 | £1.7m | £4.2m |
Common questions
Is THE HADLEY TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total assets decreased slightly to £338,595,256 from £345,593,259 in the prior year, driven by a £7.3 million decrease in investment holdings. The charity maintains adequate liquidity with cash balances of £1,023,238 and reports no material uncertainties regarding its ability to continue as a going concern. Its FY2025 accounts were audited by Newton & Garner Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ATTEND | 1 | £60k |
| CHICHESTER CATHEDRAL RESTORATION AND DEVELOPMENT TRUST CIO | 1 | £30k |
| Evergreen Care UK | 1 | £500 |
Charities like this
- THE HADLEY PROJECTS FUND
- RADLEY CHARITABLE TRUST
- HURDALE CHARITY LIMITED
- THE HEADLEY TRUST
- HAS TRUST
- THE PERCY HEDLEY 1990 CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE HADLEY TRUST | £13.0m | — | — | unclear | — | no doubt |
| THE HADLEY PROJECTS FUND | £558k | — | 0 | unclear | — | no doubt |
| RADLEY CHARITABLE TRUST | £41k | — | 0 | unclear | — | no doubt |
| HURDALE CHARITY LIMITED | £2.3m | — | 0 | unclear | — | no doubt |
| THE HEADLEY TRUST | £1.6m | £60,001 - £70,000 | 1 | below | — | no doubt |
| HAS TRUST | £52k | — | 0 | unclear | — | no doubt |