THE OAKMOOR TRUST
General Charitable Purposes
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £1,124,813, representing a decrease from the previous year's £1,197,216 due to net expenditure exceeding investment gains. The trustees confirm the charity remains a going concern with no material uncertainties identified regarding its ability to continue operations. The charity is solely involved in grant-making, funded primarily by investment income and capital growth.
What the accounts disclose
“Rathbones Trust Company Limited received trust management fees of £25,200 (£18,000 in 2024) during the year. As at the year end, the outstanding balance due to Rathbones Trust Company Limited was £24,000 (2024 - £18,000). Rathbones Investment Management received investment management fees of £3,748 (£4,111 in 2024) and repaid £nil (£3,572 in 2024 for overcharged VAT)) during the year. As at the year end, the outstanding balance due to Rathbones Investment Management was £905 (2024 - £1,025). Other than the above, no Trustees received any remuneration, reimbursed expenses or benefits from the charity during the year. Rathbones Investment Management and Rathbones Trust Company are both wholly owned subsidiaries of Rathbones Group Plc.” — page 15
Trustees
- PETER MAXWELL HERMAN ANDREAE
- RATHBONES TRUST COMPANY LTD
- ROSEMARY JEAN ANDREAE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £29k | £103k |
| 05/04/2024 | £29k | £134k |
| 05/04/2023 | £30k | £116k |
| 05/04/2022 | £26k | £108k |
| 05/04/2021 | £80k | £288k |
Common questions
Is THE OAKMOOR TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £1,124,813, representing a decrease from the previous year's £1,197,216 due to net expenditure exceeding investment gains. The trustees confirm the charity remains a going concern with no material uncertainties identified regarding its ability to continue operations. The charity is solely involved in grant-making, funded primarily by investment income and capital growth. Its FY2025 accounts were independently examined.