THE OFENHEIM CHARITABLE TRUST
The objective of the trust during the year was to distribute its income to charitable bodies to use at their discretion. It continues to be the policy of the trustees to distribute all the income within a reasonable period of its receipt. Decisions about distributions are made by the trustees primarily at their annual meeting to consider distributions.
Objects
TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS INSTITUTIONS TRUSTS ACCORDING TO THE LAW OF ENGLAND AND PURPOSES IN THE UNITED KINGDOM OR IN ANY OTHER PART OF THE WORLD AS THE TRUSTEES IN THEIR DISCRETION THINK FIT.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £166,925 and an endowment fund of £17,354,739, totaling £17,521,664 in net assets. Per the trustees' report, the charity distributes all income to charitable causes and maintains no income reserves policy, relying instead on investment returns to fund its grant-making activities. The trustees confirm the charity has adequate resources to continue in operation for at least twelve months.
What the accounts disclose
“As stated previously it is the Trustees' policy to distribute all income and they do not consider it necessary to maintain any income reserves as such.” — page 5
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- 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
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- Grant-making is its main activity
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Dr ALEXANDER SIMON CLARK
- FIONA CAROLINE BYRD
- ROGER JACKSON CLARK FCA
- RORY MCLEOD
- Stephen Barber
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £554k | £625k |
| 31/03/2024 | £565k | £640k |
| 31/03/2023 | £527k | £635k |
| 31/03/2022 | £541k | £1.1m |
| 31/03/2021 | £492k | £610k |
Common questions
Is THE OFENHEIM CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £166,925 and an endowment fund of £17,354,739, totaling £17,521,664 in net assets. Per the trustees' report, the charity distributes all income to charitable causes and maintains no income reserves policy, relying instead on investment returns to fund its grant-making activities. The trustees confirm the charity has adequate resources to continue in operation for at least twelve months. Its FY2025 accounts were audited by Myers Clark.
Charities like this
- O'HEA CHARITABLE TRUST
- THE ERNEST INGHAM CHARITABLE TRUST
- ANNESLEY (CLW) TRUST
- THE WILLIAM WEBSTER CHARITABLE TRUST
- THE ROTHES CHARITABLE TRUST
- WILLIAM AND EDITH OLDHAM CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE OFENHEIM CHARITABLE TRUST | £554k | — | 0 | within | — | no doubt |
| O'HEA CHARITABLE TRUST | £50k | — | 0 | unclear | — | no doubt |
| THE ERNEST INGHAM CHARITABLE TRUST | £64k | — | 0 | below | — | no doubt |
| ANNESLEY (CLW) TRUST | £48k | — | 0 | unclear | — | no doubt |
| THE WILLIAM WEBSTER CHARITABLE TRUST | £80k | — | 0 | within | — | no doubt |
| THE ROTHES CHARITABLE TRUST | £148k | — | 0 | above | — | no doubt |