THE OAKMOOR TRUST
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.
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.
What the accounts disclose
“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
“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
“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
Policies the charity declares
- Complaints 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
- Risk management
- Trustee conflicts of interest policy and procedures
Trustees
- PETER MAXWELL HERMAN ANDREAE
- RATHBONES TRUST COMPANY LTD
- ROSEMARY JEAN ANDREAE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.