THE THREE OAKS TRUST
Latest income
£584k
Latest spending
£574k
Registered
1987
Accounts read
FY2025
Financial health, per its FY2025 accounts
The accounts state that total assets rose to £18.7m, with investment income of £584,447 fully supporting donations of £442,867. The trustees report that the Trust is well placed to meet its objectives and has sufficient funds to maintain current distributions. There are no employees, and the charity does not engage in fundraising activities.
What the accounts disclose
Reserves policy: unclear (held: £243k)
“The trustees maintain a reserve separate from the investment managers to meet unexpected eventualities.”
Per its FY2025 accounts as filed with the Charity Commission.
Structured financials (annual return, FY ending 30/09/2025)
Total income
£584k
Total spending
£574k
Cost of raising funds
£120k
Reserves (reported)
£18.6m
Employees
0
Trustees
- SARAH ANNE KANEchair
- Dr Paul Kane
- Edina Carmi
- Eugenia Lydia Denise Chandy
- GILES DUNCAN WILKINSON
- PAMELA ANNE WILKINSON
- PAULINE ELIZABETH HOBBS
- Susan Irene Ellery
- The Three Oaks Family Trust Company Limited
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £584k | £574k |
| 30/09/2024 | £571k | £615k |
| 30/09/2023 | £473k | £449k |
| 30/09/2022 | £446k | £365k |
| 30/09/2021 | £298k | £444k |
Common questions
Is THE THREE OAKS TRUST financially healthy?
The accounts state that total assets rose to £18.7m, with investment income of £584,447 fully supporting donations of £442,867. The trustees report that the Trust is well placed to meet its objectives and has sufficient funds to maintain current distributions. There are no employees, and the charity does not engage in fundraising activities. Its FY2025 accounts were audited by Affinia (Crawley).
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE GATSBY CHARITABLE FOUNDATION | 1 | £20.0m |