OAK TREE HOMES TRUST

Registered charity 1166290 · accounts filings on the Charity Commission register

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.

Causes: Accommodation/housing · Religious Activities · website · Get email alerts

Latest income
£64k
Latest spending
£20k
Registered
2016
Accounts read
FY2025

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.

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

What the accounts disclose

Related-party transaction: Brian Jempson (Trustee) 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.
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Stephen Jempson (Trustee) 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.
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Jempsons Limited (company controlled by two trustees) makes donations to the charity; amount due was £0.
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.
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Property (HM Land Registry)

1 registered titlein England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £950k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/10/2021)

Total income
£952k
Total spending
£22k
Cost of raising funds
£10k
Reserves (reported)
£1.5m
Employees
0

Register events

Trustees · trustee networks

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

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
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.