THE OAKMOOR TRUST

Registered charity 258516 · accounts filings on the Charity Commission register

General Charitable Purposes

Objects

FOR SUCH PURPOSES RECOGNISED BY THE LAW OF ENGLAND AND WALES AS CHARITABLE AS THE TRUSTEES SHALL FROM TIME TO TIME SELECT.

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 · Get email alerts

Latest income
£31k
Latest spending
£84k
Registered
1969
Accounts read
FY2026

Financial health, per its FY2026 accounts

The accounts state that unrestricted reserves stood at £1,432,971, representing a significant increase from the previous year due to substantial investment gains. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern for the foreseeable future.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Related-party transaction: Rathbones Trust Company Limited, a trustee, received trust management fees of £6,000.
“Rathbones Trust Company Limited received trust management fees of £6,000 (£25,200 in 2025) during the year.” — page 16
“Rathbones Investment Management received investment management fees of £4,008 (£3,748 in 2025).” — page 16
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Rathbones Investment Management, a subsidiary of a trustee's parent company, received investment management fees of £4,008.
“Rathbones Trust Company Limited received trust management fees of £6,000 (£25,200 in 2025) during the year.” — page 16
“Rathbones Investment Management received investment management fees of £4,008 (£3,748 in 2025).” — page 16
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: A donation of £2,300 was made to Alton College Foundation, where trustee Rosemary Andreae is a director.
“Rathbones Trust Company Limited received trust management fees of £6,000 (£25,200 in 2025) during the year.” — page 16
“Rathbones Investment Management received investment management fees of £4,008 (£3,748 in 2025).” — page 16
Per its FY2026 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 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.

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
05/04/2026£31k£84k
05/04/2025£29k£103k
05/04/2024£29k£134k
05/04/2023£30k£116k
05/04/2022£26k£108k

Common questions

Is THE OAKMOOR TRUST financially healthy?

Per its FY2026 accounts: The accounts state that unrestricted reserves stood at £1,432,971, representing a significant increase from the previous year due to substantial investment gains. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern for the foreseeable future. Its FY2026 accounts were independently examined.