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THE THREE OAKS TRUST

Registered charity 297079 · accounts filings on the Charity Commission register

Grant making charity

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Grant history (this charity is a funder) · website · Get email alerts

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.

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

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.

Accounts audited by Affinia (Crawley). Discloses 5 of 6 completeness components.

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

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: 20.5% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Lambeth · Surrey · West Sussex

Income and spending

Financial year endIncomeSpending
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?

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. Its FY2025 accounts were audited by Affinia (Crawley).

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.

FunderSimilar charities fundedAmount to them
THE GATSBY CHARITABLE FOUNDATION1£20.0m
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ECCLESALL, SHEFFIELD1£4k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE THREE OAKS TRUST£584k—0unclear—no doubt
THE THEODORE MAXXY CHARITABLE TRUST FY2025£854k—0unclear—no doubt
THE THOMPSON FAMILY CHARITABLE TRUST FY2025£6.3m—0unclear—no doubt
OAK APPLE TRUST FY2025£148k—0unclear—no doubt
THE J J CHARITABLE TRUST FY2025£842k£60,001 - £70,0001unclear—no doubt
THE OAKES TRUST (SHEFFIELD) FY2025£670k—0unclear—no doubt

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