THE THREE OAKS TRUST

Charity Number: 297079
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grant making charity

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £472,561
Total expenditure: £448,908

People

9 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

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
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Lambeth
  • Surrey
  • West Sussex

Governance

Registration history:
  • 24 June 1987: Standard registration
Organisation type:
Trust
Other names:

No other names

Company number:
01991868 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SARAH ANNE KANE Chair 11 June 1987
None on record
Edina Carmi Trustee 19 January 2024
None on record
Susan Irene Ellery Trustee 13 April 2018
None on record
Eugenia Lydia Denise Chandy Trustee 28 February 2014
None on record
PAULINE ELIZABETH HOBBS Trustee 03 April 2009
None on record
GILES DUNCAN WILKINSON Trustee 03 April 2009
None on record
Dr Paul Kane Trustee 11 June 1987
None on record
PAMELA ANNE WILKINSON Trustee 11 June 1987
None on record
The Three Oaks Family Trust Company Limited Trustee 11 June 1987
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £222.62k £241.59k £297.67k £446.23k £472.56k
Total expenditure £380.62k £429.01k £443.87k £364.64k £448.91k
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 30 September 2023 22 April 2024 On Time
Accounts and TAR 30 September 2023 22 April 2024 On Time Download Open in new window
Annual return 30 September 2022 15 July 2023 On Time
Accounts and TAR 30 September 2022 15 July 2023 On Time Download Open in new window
Annual return 30 September 2021 27 July 2022 On Time
Accounts and TAR 30 September 2021

(These accounts
have been qualified)

27 July 2022 On Time Download Open in new window
Annual return 30 September 2020 22 July 2021 On Time
Accounts and TAR 30 September 2020 22 July 2021 On Time Download Open in new window
Annual return 30 September 2019 18 June 2020 On Time
Accounts and TAR 30 September 2019 18 June 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 11TH JULY 1987

Charitable objects

GENERAL CHARITABLE PURPOSES.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
65 WORTHING ROAD
HORSHAM
RH12 1TD
Phone:
01403258961
Email:
contact@thethreeoakstrust.co.uk
Website:

www.thethreeoakstrust.co.uk Open in new window