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THE OAKDALE TRUST

Registered charity 218827 · accounts filings on the Charity Commission register

The Oakdale Trust provides funding for charities and voluntary bodies working in Wales on social and community projects, penal reform and medical support.

Causes: The Advancement Of Health Or Saving Of Lives · Overseas Aid/famine Relief · Arts/culture/heritage/science · Environment/conservation/heritage · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£475k
Latest spending
£447k
Registered
1963
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity realized a deficit of £847,419 for the year, primarily driven by £875,823 in realized and unrealized investment losses. Total funds decreased to £18,416,258, while unrestricted reserves remain significantly above the stated policy target of £10,000. The trustees confirmed that systems are in place to manage risks and that there are no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

Reserves policy: not less than £10,000 (held: £18.4m)
“It is the policy of the Trustees to maintain a cash reserve of not less than £10,000” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Independent Auditors LLP. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 05/04/2024)

Total income
£503k
Total spending
£438k
Cost of raising funds
£129k
Reserves (reported)
£19.3m
Employees
0

Per its annual return, largest income source: Investments (100% 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: 25.6% of total income — above the 90th percentile for charities its size (median 2.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£475k£447k
05/04/2024£503k£438k
05/04/2023£422k£399k
05/04/2022£374k£362k
05/04/2021£316k£264k

Common questions

Is THE OAKDALE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity realized a deficit of £847,419 for the year, primarily driven by £875,823 in realized and unrealized investment losses. Total funds decreased to £18,416,258, while unrestricted reserves remain significantly above the stated policy target of £10,000. The trustees confirmed that systems are in place to manage risks and that there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Independent Auditors LLP.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
THE FORBES CHARITABLE FOUNDATION1£50k
KARIN BRASS MEMORIAL FUND1£25k
THE HOLEHIRD TRUST1£2k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE OAKLEA TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE OAKDALE TRUST£475k—0unclear—no doubt
THE OAKLEA TRUST FY2025£10.7m£70,001 - £80,0002unclear—no doubt
THE THREE OAKS TRUST FY2025£584k—0unclear—no doubt
OAK APPLE TRUST FY2025£148k—0unclear—no doubt
THE MARY HOMFRAY CHARITABLE TRUST FY2025£139k—0below—no doubt
THE LAUDERDALE TRUST FY2025£387k—0above—no doubt

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