THE OAKDALE TRUST
Financial health, per its FY2025 accounts
The accounts state that the charity realized a deficit of £847,419 for the year, primarily driven by £875,823 in realized and unrealized investment losses. Total funds decreased to £18,416,258, while unrestricted reserves remain significantly above the stated policy target of £10,000. The trustees confirmed that systems are in place to manage risks and that there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“It is the policy of the Trustees to maintain a cash reserve of not less than £10,000” — page 4
Structured financials (annual return, FY ending 05/04/2024)
Trustees
- RUPERT ADLINGTON CADBURYchair
- Dr REBECCA CANDIA CADBURY
- Gabrielle Marie Cadbury
- MR FRANCIS BRUCE CADBURY
- OLIVIA HANNAH TATTON-BROWN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £475k | £447k |
| 05/04/2024 | £503k | £438k |
| 05/04/2023 | £422k | £399k |
| 05/04/2022 | £374k | £362k |
| 05/04/2021 | £316k | £264k |
Common questions
Is THE OAKDALE TRUST financially healthy?
The accounts state that the charity realized a deficit of £847,419 for the year, primarily driven by £875,823 in realized and unrealized investment losses. Total funds decreased to £18,416,258, while unrestricted reserves remain significantly above the stated policy target of £10,000. The trustees confirmed that systems are in place to manage risks and that there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Independent Auditors LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| MANCHESTER CITY GALLERIES TRUST | 1 | £135k |