OAKWOOD SCHOOL

Registered charity 1105033 · accounts filings on the Charity Commission register

Oakwood School exists to provide education of the highest quality and variety. Oakwood gives children: a well-balanced education, developing intellectual, creative and physical talents and nurturing moral/spiritual awareness; a stimulating learning environment to ensure they achieve their full academic potential; encouragement to develop confidence, try new challenges and discover new aptitudes.

Causes: Education/training · Arts/culture/heritage/science · Amateur Sport · Environment/conservation/heritage · Recreation · website · Get email alerts

Latest income

£4.3m

Latest spending

£4.3m

Registered

2004

Accounts read

FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: 6 months' operating costs (held: £1.5m)

“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

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Moore (South) LLP. Discloses 4 of 6 completeness components.

Inspection and regulatory ratings

Matched to this charity by name; verify provider identity on the regulator’s site.

Ofsted — Oakwood School: NULL (13/05/2026) · Ofsted
Ofsted — Oakwood School: NULL (NULL) · Ofsted

Corporate structure

Registered company of the charity Companies House 05055346

Leadership, per the charity’s website

Mrs Clare Bradbury — Headteacher (source)
Ms Nicole Stephens — Assistant Head, Academics (source)
Mrs Amanda Bailey — Head of Pastoral Care & Wellbeing and Head of Key Stage 1 (source)
Mr Ian Brittain — Business Manager (source)
Mrs Eleanor Bax — Head of Operations and Logistics (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

DAVIES, Hannah Jane, Dr — director, appointed 26/04/2023on trustee list
BAILY, Jo'Anne — director, appointed 15/02/2022on trustee list
BOURNE, Katherine Eleanor — director, appointed 11/12/2020on trustee list
BARTHOLOMEW, Naomi Jane — director, appointed 23/09/2020on trustee list
PRESCOTT, Penelope Jane — director, appointed 03/12/2018on trustee list
WATERWORTH, Adam James Philip — director, appointed 02/07/2018on trustee list
BUTT, Lynda Mary — director, appointed 12/03/2018on trustee list
GEFFEN, Richard Denis Henry — director, appointed 29/06/2015on trustee list
BRITTAIN, Ian James — secretary, appointed 29/06/2026

Official officers record.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/08/2025)

Total income

£4.3m

Total spending

£4.3m

Reserves (reported)

£1.5m

Employees

Reported reserves equal ~4.2 months of spending — below the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (98% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

ADAM JAMES PHILIP WATERWORTH
Amanda Sutton
Dr Hannah Jane Davies
JANE PRESCOTT
Jo'Anne Baily
Jonathan Richard Thompson
Katherine Eleanor Bourne
Lynda Mary Butt · trustee of 1 other charity
Naomi Jane Bartholomew
RICHARD DENIS HENRY GEFFEN

Trustee list from the Charity Commission register (current, not historical).

Operates in: Hampshire · Portsmouth City · West Sussex

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?

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. Its FY2025 accounts were audited by Moore (South) LLP.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with OAKWOOD EDUCATION.

OAKWOOD EDUCATION income £596k
OAKWOOD COMMUNITY PLAYGROUP income £225k
BRENTWOOD SCHOOL CIO income £43.8m
THE ACORN SCHOOL EDUCATIONAL TRUST LIMITED income £965k
GREAT OAKS CHARITABLE TRUST income £6.6m
PINEWOOD SCHOOL LTD income £8.3m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
OAKWOOD SCHOOL	£4.3m	—	—	above	—	no doubt
OAKWOOD EDUCATION FY2025	£596k	—	0	unclear	—	no doubt
OAKWOOD COMMUNITY PLAYGROUP FY2025	£225k	—	0	unclear	—	no doubt
BRENTWOOD SCHOOL CIO FY2025	£43.8m	—	—	above	—	no doubt
THE ACORN SCHOOL EDUCATIONAL TRUST LIMITED FY2025	£965k	—	0	unclear	—	no doubt
GREAT OAKS CHARITABLE TRUST FY2025	£6.6m	£70,001 - £80,000	—	below	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.