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OAK TRUST

Registered charity 231456 · accounts filings on the Charity Commission register

Making of grants

Causes: General Charitable Purposes · website · Get email alerts

Latest income
£36k
Latest spending
£31k
Registered
1964
Accounts read
FY2025

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

Reserves policy: approximately six months unrestricted expenditure (held: £34k)
“It is the policy of the Trust to maintain unrestricted funds, which are the free reserves of the Trust, at a level, which equates to approximately six months unrestricted expenditure.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

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

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
13/10/2025£36k£31k
13/10/2024£33k£31k
13/10/2023£29k£30k
13/10/2022£28k£31k
13/10/2021£31k£29k

Common questions

Is OAK TRUST financially healthy?

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. Its FY2025 accounts were independently examined.