OAKWOOD SCHOOL
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £11,950 for the year ended 31 August 2025, a significant decrease from the previous year's £240,412 surplus. Per the trustees' report, unrestricted reserves stood at £1,497,661, with the board aiming to establish cash reserves equivalent to six months' operating costs. The financial position is supported by high pupil numbers and continued investment in facilities, despite cost pressures from VAT on fees and government changes.
What the accounts disclose
“The Board’s medium-term aim is to establish cash reserves at a level equivalent to 6 months’ operating costs, achieved through bank reserves and insurance cover.” — page 9
Structured financials (annual return, FY ending 31/08/2025)
Trustees
- ADAM WATERWORTH
- Dr Hannah Jane Davies
- JANE PRESCOTT
- Jo'Anne Baily
- Katherine Eleanor Bourne
- Lynda Butt
- Naomi Jane Bartholomew
- RICHARD GEFFEN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £4.3m | £4.3m |
| 31/08/2024 | £4.5m | £4.3m |
| 31/08/2023 | £4.1m | £4.0m |
| 31/08/2022 | £3.8m | £3.6m |
| 31/08/2021 | £3.3m | £3.3m |
Common questions
Is OAKWOOD SCHOOL financially healthy?
The accounts state that the charity reported a surplus of £11,950 for the year ended 31 August 2025, a significant decrease from the previous year's £240,412 surplus. Per the trustees' report, unrestricted reserves stood at £1,497,661, with the board aiming to establish cash reserves equivalent to six months' operating costs. The financial position is supported by high pupil numbers and continued investment in facilities, despite cost pressures from VAT on fees and government changes. Its FY2025 accounts were audited by Moore (South) LLP.