THE OAKDALE TRUST

Registered charity 218827 · accounts filings on the Charity Commission register

The Oakdale Trust provides funding for charities and voluntary bodies working in Wales on social and community projects, penal reform and medical support.

Objects

FOR SUCH CHARITABLE OBJECT(S) OR FOR SUCH CHARITABLE PURPOSES(S) AS BRANDON CADBURY AND FLAVIA FRANCES CADBURY AND THE SURVIVOR (AND THE TRUSTEES AFTER THE DEATH OF THE SURVIVOR) SHALL DIRECT.

Area of benefit: NATIONAL

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

Causes: The Advancement Of Health Or Saving Of Lives · Overseas Aid/famine Relief · Arts/culture/heritage/science · Environment/conservation/heritage · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: North Northamptonshire, East Midlands, England (from the postcode on the register)

Financial health, per its FY2026 accounts

The accounts state that the charity realized a surplus of £3,059,503 for the year ended 5 April 2026, driven primarily by investment gains of £3,128,420. Total charity funds increased to £21,475,761, significantly exceeding the trustees' stated policy of maintaining a cash reserve of not less than £10,000. The auditor confirmed that the financial statements give a true and fair view and identified no material uncertainties regarding the charity's ability to continue as a going concern.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Independent Auditors LLP. 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.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 05/04/2024)

Per its annual return, largest income source: Investments (100% 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: 25.6% of total income — above the 90th percentile for charities its size (median 3.2%) (benchmarks).

Trustees · trustee networks

• RUPERT ADLINGTON CADBURYchair · trustee of 2 other charities
• Dr REBECCA CANDIA CADBURY
• Gabrielle Marie Cadbury · trustee of 1 other charity
• MR FRANCIS BRUCE CADBURY
• OLIVIA HANNAH TATTON-BROWN

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

Operates in: Throughout Wales

Income and spending

Common questions

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE OAKLEY CHARITABLE TRUST.

• THE OAKLEY CHARITABLE TRUST income £79k
• THE OAKLEA TRUST income £10.7m
• Oxhaven Trust income £183k
• THE OAKGROVE FOUNDATION income £301k
• OAKHILL COLLEGE CHARITABLE TRUST income £78k
• THE OAKLAND FOUNDATION LIMITED income £161k

Side by side with its peers

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