THE WHITE OAK CHARITABLE TRUST
The Trustees make donations to such charitable institutions as they decide, having regard to any wishes of the Settlor.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net expenditure of £29,175 before investment losses, resulting in a net movement in funds of £(182,358) due to significant unrealized investment losses. Free unrestricted reserves stood at £1,694,495, which the trustees consider satisfactory to meet annual donations. The charity has no employees and relies on investment income to fund grants and administrative costs.
What the accounts disclose
Trustees
- THE LADY HOWARD DE WALDEN
- Th Hon Mrs Isabelle Mary Benedicta Burnell
- The Hon Mrs Alex Kelly
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £68k | £97k |
| 05/04/2024 | £73k | £88k |
| 05/04/2023 | £75k | £85k |
| 05/04/2022 | £69k | £71k |
| 05/04/2021 | £52k | £72k |
Common questions
Is THE WHITE OAK CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £29,175 before investment losses, resulting in a net movement in funds of £(182,358) due to significant unrealized investment losses. Free unrestricted reserves stood at £1,694,495, which the trustees consider satisfactory to meet annual donations. The charity has no employees and relies on investment income to fund grants and administrative costs. Its FY2025 accounts were independently examined.