THE EDWARD CADBURY CHARITABLE TRUST
Financial health, per its FY2023 accounts
The accounts state that unrestricted reserves stood at £50,182,735, a decrease from £55,204,795 in the prior year, driven by a net expenditure of £5,022,060 against investment income of £1,402,287. The trustees confirm that reserves are sufficient to continue as a going concern and state they do not consider it necessary to maintain any further reserves beyond operational costs. The charity generated a total return of -7.5% on its managed portfolio during the period.
What the accounts disclose
“While the trustees consider it prudent to retain sufficient reserves to cover its operational costs they have the power under the charity's Constitution to utilise both income and capital for charitable purposes at their discretion and therefore do not consider it necessary to maintain any further reserves.” — page 6
Structured financials (annual return, FY ending 05/04/2025)
Register events
- Received assets from another charity (14/09/2015)
Trustees
- ROBERT HUGH STEWART MARRIOTTchair
- ANDREW STEPHEN LITTLEBOY
- CHARLES ROBERT GILLETT
- Dr WILLIAM JAMES EDWARD SOUTHALL
- Harriet Sarah Banks
- NIGEL ROBIN CADBURY
- William Ben Cadbury
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £1.6m | £1.8m |
| 05/04/2024 | £1.5m | £1.1m |
| 05/04/2023 | £1.4m | £1.1m |
| 05/04/2022 | £1.2m | £1.2m |
| 05/04/2021 | £1.2m | £1.0m |
Common questions
Is THE EDWARD CADBURY CHARITABLE TRUST financially healthy?
The accounts state that unrestricted reserves stood at £50,182,735, a decrease from £55,204,795 in the prior year, driven by a net expenditure of £5,022,060 against investment income of £1,402,287. The trustees confirm that reserves are sufficient to continue as a going concern and state they do not consider it necessary to maintain any further reserves beyond operational costs. The charity generated a total return of -7.5% on its managed portfolio during the period. Its FY2023 accounts were audited by J W Hinks LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| WRIGHT'S CLOCK LAND CIO | 1 | £305k |
| JOSEPH ROWNTREE FOUNDATION | 1 | £150k |
| SAINT SARKIS CHARITY TRUST | 1 | £120k |
| FINANCE INNOVATION LAB | 1 | £51k |
| THE HOUSING ASSOCIATIONS' CHARITABLE TRUST | 1 | £13k |