WILLIAM DUDLEY TRUST

Registered charity 214752 · accounts filings on the Charity Commission register

Bursaries and grants to benefit young people starting up in life (restricted programmes). Grants to charities established to relieve need, hardship and distress Area of benefit City of Birmingham.

Objects

1. PROMOTING THE EDUCATION AND TRAINING OR ESTABLISHMENT IN LIFE OF YOUNG PEOPLE IN FINANCIAL NEED, STUDYING, WORKING OR RESIDING IN THE AREA OF BENEFIT, IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING BY THE PROVISION OF FINANCIAL ASSISTANCE BY WAY OF GRANTS, LOANS OR BURSARIES FROM THE INCOME OF THE CHARITY.SEE SCHEME FOR FULL DETAILS.

Area of benefit: CITY OF BIRMINGHAM

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · The Prevention Or Relief Of Poverty · website · Get email alerts

Latest income

£49k

Latest spending

£57k

Registered

1963

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that net assets totalled £1,559,904, comprising a permanent endowment of £1,523,046 and unrestricted reserves of £36,858. The trustees report that the charity is a going concern with sufficient funds to meet obligations for the next 12 months. No major risks were identified by the trustees, although assets are subject to stock market variations.

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

What the accounts disclose

Largest income source: Investment income (100% of income)

“Income from investments was £49,111 (2024: £47,166) of which all related to unrestricted funds.” — page 13

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: one year's income (held: £37k)

“The Trustees consider that one year’s income should be maintained in this fund to allow for some flexibility in grant making and as a buffer against reduced income.” — page 6

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment

Trustees · trustee networks

ANIL BHALLAchair
DR Hester Camilla Smith
Dr Martin Dudley
PAUL CLIFF
Rielladice Nyambira
STEPHEN TALBOYS

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

Operates in: Birmingham City

Income and spending

Financial year end	Income	Spending
31/12/2025	£49k	£57k
31/12/2024	£47k	£53k
31/12/2023	£51k	£60k
31/12/2022	£48k	£55k
31/12/2021	£48k	£58k

Common questions

Is WILLIAM DUDLEY TRUST financially healthy?

Per its FY2025 accounts: The accounts state that net assets totalled £1,559,904, comprising a permanent endowment of £1,523,046 and unrestricted reserves of £36,858. The trustees report that the charity is a going concern with sufficient funds to meet obligations for the next 12 months. No major risks were identified by the trustees, although assets are subject to stock market variations. Its FY2025 accounts were independently examined.