Charity Accounts Intelreading the accounts so you don’t have to

E F BULMER TRUST

Registered charity 1188978 · accounts filings on the Charity Commission register

The EF Bulmer Trust supports former employees of HP Bulmer Holdings PLC and works to improve the lives of people in hardship, need, or distress across Herefordshire.

Causes: The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£521k
Latest spending
£469k
Registered
2020
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds amounted to £1,772,206, with the trustees aiming to retain sufficient working capital to fund core activities for up to two years. The charity reported a net income of £52,647 before investment losses, which were £70,136, resulting in a net movement in funds of a loss. Total net assets stood at £18,061,929, comprising £16,289,723 in endowment funds and £1,772,206 in unrestricted funds.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Kendall Wadley LLP. Discloses 4 of 6 completeness components.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£521k
Total spending
£469k
Cost of raising funds
£46k
Reserves (reported)
£1.8m
Employees
5

Reported reserves equal ~45.4 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (82% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 8.8% of total income — above the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Herefordshire

Income and spending

Financial year endIncomeSpending
31/03/2025£521k£469k
31/03/2024£530k£473k
31/03/2023£396k£297k
31/03/2022£396k£297k
31/03/2021£285k£256k

Common questions

Is E F BULMER TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds amounted to £1,772,206, with the trustees aiming to retain sufficient working capital to fund core activities for up to two years. The charity reported a net income of £52,647 before investment losses, which were £70,136, resulting in a net movement in funds of a loss. Total net assets stood at £18,061,929, comprising £16,289,723 in endowment funds and £1,772,206 in unrestricted funds. Its FY2025 accounts were audited by Kendall Wadley LLP.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
WILLIAM ADLINGTON CADBURY CHARITABLE TRUST1£52k
THE HAWTHORNE CHARITABLE TRUST1£17k
SR & PH Southall Trust1£13k
G M MORRISON CHARITABLE TRUST1£7k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE ELFORD ESTATE CHARITY.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
E F BULMER TRUST£521k—0unclear—no doubt
THE ELFORD ESTATE CHARITY FY2025£115k—0unclear—no doubt
THE HEREFORD CATHEDRAL PERPETUAL TRUST FY2025£618k—0unclear—no doubt
THE BURFORD TRUST FY2025£111k—0unclear—no doubt
HEREFORDSHIRE AND WORCESTERSHIRE HEALTH AND CARE NHS TRUST CHARITABLE FUNDS FY2025£134k—0unclear—no doubt
THE MUMFORD MEMORIAL TRUST FY2025£201k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.