THE OAKES TRUST (SHEFFIELD)
To provide a holiday centre where 8-18 year olds canhear the Christian messagebe encouraged in their faithenjoy a great holiday
Financial health, per its FY2025 accounts
The accounts state that free/unrestricted reserves were £2,641 at year-end, which the trustees described as a reasonable and temporary situation due to investments in property. The charity reported a net surplus of £200,759 for the year, resulting in total net assets of £2,786,955. The trustees confirmed that sufficient funds were available at all times and that the going concern basis of accounting was appropriate.
What the accounts disclose
“It is considered reasonable for the target level of reserves to be in the range of £20,000 to £45,000” — page 8
Corporate structure
- Registered company of the charity Companies House 03364486
Company officers (Companies House)
- TOWARD, Andrew David on trustee list
- GRAHAM, Ross Macgregor on trustee list
- HARVEY, Helen Catherine on trustee list
- BURTON, Ian Alastair on trustee list
- WILKINSON, Stephen James on trustee list
- HOPKINS, Joanne, Dr not on trustee list
- FISHER, Anthony Claude on trustee list
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/08/2025)
Register events
- Received assets from another charity (22/10/2025)
- Received assets from another charity (17/01/2023)
Trustees
- ANTHONY FISHER
- Andrew David Toward
- Helen Catherine Harvey
- Ian Alastair Burton
- JO HOPKINS
- Ross Macgregor Graham
- Stephen James Wilkinson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £670k | £469k |
| 31/08/2024 | £619k | £449k |
| 31/08/2023 | £494k | £366k |
| 31/08/2022 | £398k | £313k |
| 31/08/2021 | £281k | £192k |
Common questions
Is THE OAKES TRUST (SHEFFIELD) financially healthy?
Per its FY2025 accounts: The accounts state that free/unrestricted reserves were £2,641 at year-end, which the trustees described as a reasonable and temporary situation due to investments in property. The charity reported a net surplus of £200,759 for the year, resulting in total net assets of £2,786,955. The trustees confirmed that sufficient funds were available at all times and that the going concern basis of accounting was appropriate. Its FY2025 accounts were audited by Allen, West & Foster Ltd.
Who funds THE OAKES TRUST (SHEFFIELD)?
Funders whose own accounts filings name THE OAKES TRUST (SHEFFIELD) as a grant recipient include THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ECCLESALL, SHEFFIELD.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ECCLESALL, SHEFFIELD | FY2024 | £2k | Home Mission & Charitable Giving |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ECCLESALL, SHEFFIELD | FY2025 | £1k | Mission Support Group |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ECCLESALL, SHEFFIELD | FY2022 | £825 | Overseas Mission & Charitable Giving |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ECCLESALL, SHEFFIELD | FY2023 | £397 | Home Mission |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE PALOMA FOUNDATION | 1 | £300k |
| THE CROSS TRUST | 1 | £50k |
| THE FORBES CHARITABLE FOUNDATION | 1 | £50k |
| THE HOLEHIRD TRUST | 1 | £2k |
Charities like this
- OAKHILL EDUCATION TRUST
- LITTLE OAKS
- GREAT OAKS CHARITABLE TRUST
- THE THREE OAKS TRUST
- CHILDS CHARITABLE TRUST
- HILDEN OAKS SCHOOL EDUCATIONAL TRUST LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE OAKES TRUST (SHEFFIELD) | £670k | — | 0 | unclear | — | no doubt |
| OAKHILL EDUCATION TRUST | £1.8m | — | 0 | unclear | — | no doubt |
| LITTLE OAKS | £260k | — | 0 | above | — | no doubt |
| GREAT OAKS CHARITABLE TRUST | £6.6m | £70,001 - £80,000 | — | below | — | no doubt |
| THE THREE OAKS TRUST | £584k | — | 0 | unclear | — | no doubt |
| CHILDS CHARITABLE TRUST | £330k | — | 0 | unclear | — | no doubt |