THE SHIRE OAK CHARITABLE TRUST
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).
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.
What the accounts disclose
“Profit on sale of Blackrock Investment 96,199”
Trustees
- DAVID COLLINGE
- Gary Robert Newton
- Kathrine Belinda Smith
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.