THE BARROW CADBURY TRUST
Financial health, per its FY2025 accounts
The accounts state that the group reported a net decrease in funds of £389,000 for the year, driven by net outgoing resources of £2,893,000 partially offset by investment gains of £2,504,000. Total resources expended were £4,924,000, with £4,520,000 allocated to social justice and grant-making activities. The trustees manage the balance between short and long-term financial objectives through grant making and investment policies rather than operating a specific reserves policy.
What the accounts disclose
“The Barrow Cadbury Trust incurs most administrative expenses and is reimbursed by the Barrow Cadbury Fund for its appropriate share of these costs. In 2024/25 these amounted to £48,136 (2024 £43,409). During the year the Barrow Cadbury Fund did not make any donation to the Barrow Cadbury Trust (2024 - £695,000). During the year trustees and key management personnel served on the Boards of three social investments and one grantee to which the Trust makes contributions (no change from 2024). None of these posts is remunerated.” — page 52
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Erica R Cadburychair
- ANNA C SOUTHALL
- Alice Amelia Hickinbotham
- Catherina Anna Pharoah
- Esther Rose Mary McConnell
- Faiza Khan
- Henry George Southall Serle
- John Serle
- Kimberly Tanaka Garande
- Nicola J Cadbury
- Tamsin A Rupprecheter
- Therese Radhika Bynon
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £2.0m | £4.9m |
| 31/03/2024 | £2.8m | £5.9m |
| 31/03/2023 | £5.5m | £6.8m |
| 31/03/2022 | £3.2m | £5.5m |
| 31/03/2021 | £8.5m | £11.5m |
Common questions
Is THE BARROW CADBURY TRUST financially healthy?
The accounts state that the group reported a net decrease in funds of £389,000 for the year, driven by net outgoing resources of £2,893,000 partially offset by investment gains of £2,504,000. Total resources expended were £4,924,000, with £4,520,000 allocated to social justice and grant-making activities. The trustees manage the balance between short and long-term financial objectives through grant making and investment policies rather than operating a specific reserves policy. Its FY2025 accounts were audited by Sayer Vincent LLP.
Who funds THE BARROW CADBURY TRUST?
Funders whose own accounts filings name THE BARROW CADBURY TRUST as a grant recipient include JOSEPH ROWNTREE FOUNDATION, FINANCE INNOVATION LAB, SAINT SARKIS CHARITY TRUST, THE HOUSING ASSOCIATIONS' CHARITABLE TRUST.
Known funders
| Funder | Year | Amount |
|---|---|---|
| JOSEPH ROWNTREE FOUNDATION | FY2021 | £150k |
| FINANCE INNOVATION LAB | FY2022 | £51k |
| SAINT SARKIS CHARITY TRUST | FY2025 | £30k |
| SAINT SARKIS CHARITY TRUST | FY2023 | £30k |
| SAINT SARKIS CHARITY TRUST | FY2024 | £30k |
| SAINT SARKIS CHARITY TRUST | FY2022 | £30k |
| THE HOUSING ASSOCIATIONS' CHARITABLE TRUST | FY2025 | £13k |