THE SHIRE OAK CHARITABLE TRUST

Registered charity 328708 · accounts filings on the Charity Commission register

General

Objects

TO APPLY THE INCOME AND ALL OR SUCH PARTS OR PARTS OF THE CAPITAL FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT. (FOR FURTHER DETAILS SEE CLAUSE 3 OF TRUST DEED).

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 · Education/training · The Advancement Of Health Or Saving Of Lives · Arts/culture/heritage/science · Grant history (this charity is a funder) · Get email alerts

Latest income
£106k
Latest spending
£13k
Registered
1990
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the trust held unrestricted net assets of £217,621 as of 5 April 2025, derived from a capital account of £219,949 and a deficit in the income and expenditure account of £2,328. The trust reported a surplus of income over expenditure of £92,779 for the year, largely driven by a profit on the sale of investments. Liabilities were minimal at £1,644, consisting of credit card and accountancy accruals.

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

What the accounts disclose

Largest income source: Investment profits (91% of income)
“Profit on sale of Blackrock Investment 96,199”
Per its FY2025 accounts as filed with the Charity Commission.

Discloses 2 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Lancashire

Income and spending

Financial year endIncomeSpending
05/04/2025£106k£13k
05/04/2024£9k£6k
05/04/2023£9k£30k
05/04/2022£7k£21k
05/04/2021£8k£24k

Common questions

Is THE SHIRE OAK CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the trust held unrestricted net assets of £217,621 as of 5 April 2025, derived from a capital account of £219,949 and a deficit in the income and expenditure account of £2,328. The trust reported a surplus of income over expenditure of £92,779 for the year, largely driven by a profit on the sale of investments. Liabilities were minimal at £1,644, consisting of credit card and accountancy accruals.