THE OFENHEIM CHARITABLE TRUST
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
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?
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.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SAMJO LIMITED | 1 | £892k |
| SUICIDE & CO | 1 | £4k |