C B AND H H TAYLOR 1984 TRUST
Grants to charitable bodies supporting the work and concerns of the Religious Society of Friends, those primarily serving Birmingham and the West Midlands, and to UK based charities working overseas.
Financial health, per its FY2024 accounts
The accounts state that the charity realized a net deficit of £1,017,993 for the year, primarily driven by investment losses of £1,008,132. Total unrestricted funds decreased to £13,841,110, which remains significantly above the trustees' stated policy target of maintaining a cash reserve of not less than £10,000. The trustees and auditors confirm 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 05/04/2025)
Trustees
- Camilla Mogensen Middleton
- Constance Mary Penny
- ELIZABETH JANE BIRMINGHAM
- Hannah Mogensen Pattison
- Lucy Taylor
- ROBERT JOHN BIRMINGHAM
- SIMON BEECH TAYLOR
- THOMAS WILLIAM PENNY
- Tabitha Mogensen Pattison
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £711k | £626k |
| 05/04/2024 | £576k | £586k |
| 05/04/2023 | £617k | £561k |
| 05/04/2022 | £667k | £524k |
| 05/04/2021 | £458k | £580k |
Common questions
Is C B AND H H TAYLOR 1984 TRUST financially healthy?
Per its FY2024 accounts: The accounts state that the charity realized a net deficit of £1,017,993 for the year, primarily driven by investment losses of £1,008,132. Total unrestricted funds decreased to £13,841,110, which remains significantly above the trustees' stated policy target of maintaining a cash reserve of not less than £10,000. The trustees and auditors confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2024 accounts were audited by Independent Auditors LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| W F SOUTHALL TRUST | 1 | £50k |
| WORLD DAY OF PRAYER NATIONAL COMMITTEE FOR ENGLAND, WALES AND NORTHERN IRELAND | 1 | £50k |
| HARDSHAW AND MANN AREA QUAKER MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN | 1 | £12k |
| THE EDWARD CADBURY CHARITABLE TRUST | 1 | £8k |
| MOYNITRUST | 1 | £5k |
| THE SIR JAMES RECKITT CHARITY | 1 | £4k |
Charities like this
- NORTHUMBRIA AREA MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN
- BRITAIN YEARLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS)
- LEEDS AREA QUAKER MEETING
- WILLIAM ADLINGTON CADBURY CHARITABLE TRUST
- THE AIMWELL CHARITABLE TRUST
- THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF GREAT ST BARTHOLOMEW
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| C B AND H H TAYLOR 1984 TRUST | £711k | — | 0 | unclear | — | no doubt |
| NORTHUMBRIA AREA MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN | £232k | — | 0 | above | — | no doubt |
| BRITAIN YEARLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) | £12.3m | — | — | above | 11.1% | no doubt |
| LEEDS AREA QUAKER MEETING | £232k | — | 0 | unclear | — | no doubt |
| WILLIAM ADLINGTON CADBURY CHARITABLE TRUST | £1.7m | — | 0 | above | — | no doubt |
| THE AIMWELL CHARITABLE TRUST | £608k | — | 0 | unclear | — | no doubt |