Finance Score: 0

Governance Score: 1

Support Score: 0

No PartB

No conflicts policy: -1
Only 4 Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE OAKDALE TRUST

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

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
There are only 4 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/23		£422	£399	£22	n/a	n/a	n/a	n/a	n/a
05/04/22		£374	£362	£12	n/a	n/a	n/a	n/a	n/a
05/04/21		£316	£264	£52	n/a	n/a	n/a	n/a	n/a
05/04/20		£367	£391	£-24	n/a	n/a	n/a	n/a	n/a
05/04/19		£978	£399	£579	£0	£15,647	£15,647	470.3	0
05/04/18		£431	£304	£128	£0	£0	£0	n/a	0
05/04/17		£353	£311	£42	£0	£0	£0	n/a	0
05/04/16		£311	£298	£13	£0	£0	£0	n/a	0
05/04/15		£286	£311	£-25	£0	£0	£0	n/a	0
05/04/14		£314	£218	£96	£0	£0	£0	n/a	0
05/04/13		£283	£249	£33	£0	£0	£0	n/a	0
05/04/12	*	£304	£204	£99	£0	£0	£0	n/a	0
05/04/11		£182	£139	£43	£0	£0	£0	n/a	0
05/04/10		£165	£132	£34	£0	£0	£0	n/a	0
05/04/09		£226	£159	£67	£0	£0	£0	n/a	0
05/04/08		£240	£167	£73	£0	£0	£0	n/a	0
05/04/07		£218	£150	£69	£0	£0	£0	n/a	0
05/04/06		£247	£185	£61	£0	£0	£0	n/a	0
05/04/05		£286	£215	£72	£0	£0	£0	n/a	0
05/04/04		£253	£176	£77	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 61 years

www.oakdaletrust.org.uk

oakdale@tanh.uk

01832226386

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

DR REBECCA CANDIA CADBURY

MR BRUCE CADBURY

OLIVIA HANNAH TATTON-BROWN

RUPERT ADLINGTON CADBURY (Chair), Other trusteeships: WILLIAM ADLINGTON CADBURY CHARITABLE TRUST, TANSOR VILLAGE HALL,

Legal constitution

Charity registered in England & Wales on 07/11/1963, number: 218827

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Campaigns and political activity policy and procedures
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
Serious incident reporting policy and procedures

Filing Record

20 returns made; AR12: 9 days late,

Main office

TANSOR HOUSE
MAIN STREET
TANSOR
PETERBOROUGH
PE8 5HS

Objectives

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.

Defined Area of Benefit:

NATIONAL

Data Sources