THE SHIRE OAK CHARITABLE TRUST
General
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.