OAK TRUST

Registered charity 231456 · accounts filings on the Charity Commission register

Making of grants

Objects

FOR CHARITABLE INSTITUTIONS AT THE TRUSTEES' DISCRETION.

Area of benefit: NATIONAL

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds were maintained at a level equating to approximately six months of unrestricted expenditure, which is the Trust's stated reserves policy target. The Trust reports total funds carried forward of £1,092,226, comprising £34,235 in unrestricted funds and £1,057,991 in endowment funds. The Trustees confirm that systems are established to manage strategic and operational risks.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Campaigns and political activity policy and procedures
• Complaints policy and procedures
• Engaging external speakers at charity events policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• CATHARINE MARY HART
• Dr CHRISTOPHER PHILIP HART
• Dr ELIZABETH COURTAULD

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

Operates in: Throughout England And Wales

Income and spending

Common questions