THE OAKLEY CHARITABLE TRUST

Registered charity 233041 · accounts filings on the Charity Commission register

Making grants to charitable organisations

Objects

TO OR FOR SUCH CHARITABLE INSTITUTIONS AND CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.

Area of benefit: NOT DEFINED

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

Latest income

£84k

Latest spending

£102k

Registered

1964

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net expenditure of £138,105 for the year, driven by a loss on investments of £119,632. Per the trustees' report, unrestricted reserves decreased from £3,152,863 to £3,014,758, though the trustees maintain that reserves are not strictly required as a grant-making charity. The trustees aim to balance expenditure with income and maintain capital to generate future donations.

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

What the accounts disclose

Largest income source: Investment income (99% of income)

“Investment income 83,087” — page 9

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: reserves are not required but the trustees try to balance expenditure with income received from year to year and maintain the capital to generate income for future donations (held: £3.0m)

“As a grant making charity reserves are not required but the trustees try to balance expenditure with income received from year to year and maintain the capital to generate income for future donations.” — page 3

Per its FY2025 accounts as filed with the Charity Commission.

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.

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Trustees · trustee networks

Christine Margaret Airey
Geoffrey Michael Whittall Oakley
Georgina Louise Oakley
Katherine Elinor Louise Airey
Nicholas Frederick James Oakley
Olivia Sarah Helen Oakley
Thomas David George Airey

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

Operates in: Jersey · Throughout England And Wales

Income and spending

Financial year end	Income	Spending
05/04/2025	£84k	£102k
05/04/2024	£87k	£88k
05/04/2023	£80k	£85k
05/04/2022	£69k	£84k
05/04/2021	£61k	£75k

Common questions

Is THE OAKLEY CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £138,105 for the year, driven by a loss on investments of £119,632. Per the trustees' report, unrestricted reserves decreased from £3,152,863 to £3,014,758, though the trustees maintain that reserves are not strictly required as a grant-making charity. The trustees aim to balance expenditure with income and maintain capital to generate future donations. Its FY2025 accounts were independently examined.