THE OFENHEIM CHARITABLE TRUST

Registered charity 286525 · accounts filings on the Charity Commission register · also known as THE CINDERFORD 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.

Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · Disability · Accommodation/housing · Arts/culture/heritage/science · Environment/conservation/heritage · Grant history (this charity is a funder) · Get email alerts

Latest income

£554k

Latest spending

£625k

Registered

1983

Accounts read

FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: distribute all income and do not consider it necessary to maintain any income reserves (held: £167k)

“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

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Myers Clark. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2025)

Total income

£554k

Total spending

£625k

Cost of raising funds

£76k

Reserves (reported)

£17.5m

Employees

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 13.6% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

Dr ALEXANDER SIMON CLARK · trustee of 1 other charity
FIONA CAROLINE BYRD
ROGER JACKSON CLARK FCA · trustee of 3 other charities
RORY MCLEOD · trustee of 1 other charity
Stephen Barber · trustee of 1 other charity

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

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.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
SAMJO LIMITED	1	£966k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE HAWTHORNE CHARITABLE TRUST.

THE HAWTHORNE CHARITABLE TRUST income £242k
CECIL PILKINGTON CHARITABLE TRUST income £539k
ROCKCLIFFE CHARITABLE TRUST income £491k
INVESTREAM CHARITABLE TRUST income £153k
OIZER CHARITABLE TRUST income £955k
THE JACOBS CHARITABLE TRUST income £1.1m

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE OFENHEIM CHARITABLE TRUST	£554k	—	within	—	no doubt
THE HAWTHORNE CHARITABLE TRUST FY2025	£242k	—	unclear	—	no doubt
CECIL PILKINGTON CHARITABLE TRUST FY2025	£539k	—	above	—	no doubt
ROCKCLIFFE CHARITABLE TRUST FY2024	£491k	—	unclear	—	no doubt
INVESTREAM CHARITABLE TRUST FY2025	£153k	—	above	—	no doubt
OIZER CHARITABLE TRUST FY2025	£955k	—	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.