OAK TRUST
Charity number: 231456
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Making of grants
Income and expenditure
Data for financial year ending 13 October 2024
Total income: £33,137
Total expenditure: £30,904
People
3 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
This charity does not have any trading subsidiaries.
Trustee payments
No trustees receive any remuneration, payments or benefits from the charity.
What, who, how, where
Main way of carrying out purposes is grant making
What the charity does:
- General Charitable Purposes
Who the charity helps:
- The General Public/mankind
How the charity helps:
- Makes Grants To Organisations
Where the charity operates:
- Throughout England And Wales
Governance
Registration history:
- 24 April 1964: Standard registration
Organisation type:
Trust
Other names:
No other names
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Engaging external speakers at charity events policy and procedures
- 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
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
3 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
|---|---|---|---|---|---|---|---|---|
| Dr CHRISTOPHER PHILIP HART | Trustee | 13 February 2013 |
|
|
||||
| Dr ELIZABETH COURTAULD | Trustee |
|
|
|||||
| CATHARINE MARY HART | Trustee |
|
|
|||||
Financial history
Financial period end date
| Income / Expenditure | 13/10/2020 | 13/10/2021 | 13/10/2022 | 13/10/2023 | 13/10/2024 | ||
|---|---|---|---|---|---|---|---|
|
|
Total gross income | £31.30k | £31.27k | £27.85k | £28.95k | £33.14k | |
|
|
Total expenditure | £32.73k | £29.35k | £30.92k | £30.26k | £30.90k | |
|
|
Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
|
|
Income from government grants | N/A | N/A | N/A | N/A | N/A |
Accounts and annual returns
This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 13 October 2024 | 06 August 2025 | On time | |
| Accounts and TAR | 13 October 2024 | 06 August 2025 | On time | Download Open in new window |
| Annual return | 13 October 2023 | 02 April 2024 | On time | |
| Accounts and TAR | 13 October 2023 | 02 April 2024 | On time | Download Open in new window |
| Annual return | 13 October 2022 | 04 April 2023 | On time | |
| Accounts and TAR | 13 October 2022 | 04 April 2023 | On time | Download Open in new window |
| Annual return | 13 October 2021 | 04 April 2022 | On time | |
| Accounts and TAR | 13 October 2021 | 04 April 2022 | On time | Download Open in new window |
| Annual return | 13 October 2020 | 26 January 2021 | On time | |
| Accounts and TAR | 13 October 2020 | 26 January 2021 | On time | Download Open in new window |