OAK TREE HOMES TRUST
The charity provides independent living to the owners and tenants and offers additional services such as domestic help when required. It operates in the South East of England and has three trustees who are all involved in the operation of the trust.
Financial health, per its FY2025 accounts
The accounts state that the charity had unrestricted funds of £1,451,523 at the end of the year, down from £1,502,479 the previous year, following a net loss on investments of £95,000. The trustees confirm the charity can meet its liabilities for at least 12 months and there is no reserves policy stated.
What the accounts disclose
“During the period the following related party transactions were relevant: Brian Jempson (Trustee of the charity) During the year, Brian made donations to the charity.” — page 19
“Stephen Jempson (Trustee of the charity) During the year, Stephen made donations to the charity.”
“During the period the following related party transactions were relevant: Brian Jempson (Trustee of the charity) During the year, Brian made donations to the charity.” — page 19
“Stephen Jempson (Trustee of the charity) During the year, Stephen made donations to the charity.”
“During the period the following related party transactions were relevant: Brian Jempson (Trustee of the charity) During the year, Brian made donations to the charity.” — page 19
“Stephen Jempson (Trustee of the charity) During the year, Stephen made donations to the charity.”
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/10/2021)
Register events
- Received assets from another charity (11/06/2018)
Trustees
- STEPHEN HAROLD JEMPSONchair
- Brian Timothy Jempson
- Helen Jempson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £64k | £20k |
| 30/06/2024 | £55k | £19k |
| 30/06/2023 | £83k | £16k |
| 30/06/2022 | £71k | £13k |
| 31/10/2021 | £634k | £22k |
Common questions
Is OAK TREE HOMES TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity had unrestricted funds of £1,451,523 at the end of the year, down from £1,502,479 the previous year, following a net loss on investments of £95,000. The trustees confirm the charity can meet its liabilities for at least 12 months and there is no reserves policy stated. Its FY2025 accounts were independently examined.