THE WHITE OAK CHARITABLE TRUST

Registered charity 298781 · accounts filings on the Charity Commission register

The Trustees make donations to such charitable institutions as they decide, having regard to any wishes of the Settlor.

Objects

TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE SETTLOR MAY FROM TIME TO TIME DIRECT. (FOR FURTHER DETAILS SEE CLAUSE 4 OF TRUST DEED DATED 29TH JUNE 1987).

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Get email alerts

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.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• THE LADY HOWARD DE WALDEN
• Th Hon Mrs Isabelle Mary Benedicta Burnell
• The Hon Mrs Alex Kelly

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

Operates in: Throughout England And Wales

Income and spending

Common questions