BritDB

CCEW Charity Commission profile

E F BULMER TRUST

Registered charity 1188978 · organisation 5149031

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
8 April 2020
Removed
Not supplied
Financial period
1 April 2025 – 31 March 2026
Latest income
£508,997
Latest expenditure
£558,489
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
Yes

Public contact address: THE FRED BULMER CENTRE, WALL STREET, HEREFORD, HR4 9HP

Website recorded by the regulator: http://efbulmer.co.uk/ (displayed as text)

02 Activities

What the charity does

The EF Bulmer Trust supports former employees of HP Bulmer Holdings PLC and works to improve the lives of people in hardship, need, or distress across Herefordshire.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2025
Fin Period End Date
31 March 2026
Ar Cycle Reference
AR26
Reporting Due Date
31 January 2027
Date Annual Return Received
28 September 2026
Date Accounts Received
28 September 2026
Total Gross Income
£508,997
Total Gross Expenditure
£558,489
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
1 October 2025
Date Accounts Received
1 October 2025
Total Gross Income
£521,158
Total Gross Expenditure
£468,511
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
23 October 2024
Date Accounts Received
23 October 2024
Total Gross Income
£529,719
Total Gross Expenditure
£473,380
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
1 November 2023
Date Accounts Received
1 November 2023
Total Gross Income
£396,386
Total Gross Expenditure
£297,079
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
7 September 2022
Date Accounts Received
7 September 2022
Total Gross Income
£396,386
Total Gross Expenditure
£297,079

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR26
Fin Period Start Date
1 April 2025
Fin Period End Date
31 March 2026
Ar Due Date
31 January 2027
Ar Received Date
28 September 2026
Total Gross Income
£508,997
Total Gross Expenditure
£558,489
Grant Making Is Main Activity
Yes
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
1 October 2025
Total Gross Income
£521,158
Total Gross Expenditure
£468,511
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
23 October 2024
Total Gross Income
£529,719
Total Gross Expenditure
£473,380
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
1 November 2023
Total Gross Income
£396,386
Total Gross Expenditure
£297,079
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£1,508
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
7 September 2022
Total Gross Income
£396,386
Total Gross Expenditure
£297,079
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£3
Income From Government Grants
£3,235
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR26
Fin Period Start Date
1 April 2025
Fin Period End Date
31 March 2026
Ar Due Date
31 January 2027
Ar Received Date
28 September 2026
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
86716
Income Investments
422281
Income Other
0
Income Total Income And Endowments
508997
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£44,778
Expenditure Charitable Expenditure
£513,711
Expenditure Other
0
Expenditure Total
558489
Expenditure Investment Management
44778
Expenditure Grants Institution
350465
Expenditure Governance
25960
Expenditure Support Costs
40166
Expenditure Depreciation
13114
Gain Loss Investment
1468701
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,806,734
Assets Total Fixed
19039068
Assets Own Use
335892
Assets Long Term Investment
18703176
Defined Benefit Pension Scheme
0
Assets Other Assets
£468,938
Assets Total Liabilities
£26,868
Assets Current Investment
0
Assets Total Assets And Liabilities
£19,481,138
Creditors One Year Total Current
26868
Creditors Falling Due After One Year
0
Assets Cash
£441,213
Funds Endowment
17674404
Funds Unrestricted
1806734
Funds Restricted
0
Funds Total
19481138
Count Employees
5
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
1 October 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
94237
Income Investments
426921
Income Other
0
Income Total Income And Endowments
521158
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£45,769
Expenditure Charitable Expenditure
£422,742
Expenditure Other
0
Expenditure Total
468511
Expenditure Investment Management
45769
Expenditure Grants Institution
251530
Expenditure Governance
24403
Expenditure Support Costs
38098
Expenditure Depreciation
13929
Gain Loss Investment
-70136
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,772,206
Assets Total Fixed
17630600
Assets Own Use
15846762
Assets Long Term Investment
1783838
Defined Benefit Pension Scheme
0
Assets Other Assets
£450,630
Assets Total Liabilities
£19,301
Assets Current Investment
0
Assets Total Assets And Liabilities
£18,061,929
Creditors One Year Total Current
19301
Creditors Falling Due After One Year
0
Assets Cash
£433,533
Funds Endowment
16289723
Funds Unrestricted
1772206
Funds Restricted
0
Funds Total
18061929
Count Employees
5
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
23 October 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
80268
Income Investments
447224
Income Other
2227
Income Total Income And Endowments
529719
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£38,096
Expenditure Charitable Expenditure
£435,284
Expenditure Other
0
Expenditure Total
473380
Expenditure Investment Management
38096
Expenditure Grants Institution
264280
Expenditure Governance
23454
Expenditure Support Costs
29538
Expenditure Depreciation
14106
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,673,137
Assets Total Fixed
17133184
Assets Own Use
360691
Assets Long Term Investment
16772493
Defined Benefit Pension Scheme
0
Assets Other Assets
£957,495
Assets Total Liabilities
£11,261
Assets Current Investment
0
Assets Total Assets And Liabilities
£18,079,418
Creditors One Year Total Current
11261
Creditors Falling Due After One Year
0
Assets Cash
£0
Funds Endowment
16406281
Funds Unrestricted
1673137
Funds Restricted
0
Funds Total
18079418
Count Employees
4
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Herefordshire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
303
Classification Type
How
Classification Description
Provides Other Finance
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space

08 Official extract

Charity Event History

Charity Name
E F BULMER TRUST
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2020-04-08T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
CIO - FOUNDATION Registered 08 Apr 2020
Charitable Objects
3.1 THE OBJECT OF THE CIO IS THE RELIEF OF FORMER EMPLOYEES OF H P BULMER HOLDINGS PLC AND ITS SUBSIDIARY COMPANIES AND THEIR DEPENDANTS WHO ARE IN NEED, HARDSHIP OR DISTRESS.3.2 IF AND IN SO FAR AS THE INCOME OR PROPERTY OF THE CIO CANNOT BE APPLIED TOWARDS THE OBJECT SPECIFIED IN CLAUSE 3.1 ABOVE, THEN THE CHARITY TRUSTEES MAY APPLY IT IN RELIEVING:3.2.1 PERSONS WHO ARE IN NEED, HARDSHIP OR DISTRESS; AND3.2.2 PERSONS IN NEED WHO ARE SICK, CONVALESCENT, DISABLED OR INFIRM BY RELIEVING THEIR SUFFERING OR ASSISTING THEIR RECOVERY.

10 Official extract

Charity Policy

Policy Name
Conflicting interests
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Paying staff
Policy Name
Risk management
Policy Name
Bullying and harassment policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Investment
Policy Name
Complaints policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Trustee conflicts of interest policy and procedures