THE MILLENNIUM OAK TRUST

Charity number: 1083384
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE MILLENNIUM OAK TRUST SUPPORTS A WIDE NUMBER OF DIFFERENT ORGANISATIONS AND CHARITIES. THE TRUSTEES INTERESTS INCLUDE - MEDICAL AND RESEARCH, CHILDREN, ANIMALS, THE ENVIRONMENT, CLIMATE CHANGE, THE DISADVANTAGED, OVERSEAS AID AND CHARITIES FOR THE BENEFIT OF THE GENERAL PUBLIC. DONATIONS CAN BE MADE AT ANY TIME OF THE YEAR. THE TRUST DOES NOT NORMALLY ACCEPT UNSOLICITATED APPLICATIONS.

Income and expenditure

Data for financial year ending 31 July 2025

Total income: £286,588
Total expenditure: £358,972

People

4 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity for being a trustee.

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
  • Overseas Aid/famine Relief
  • Environment/conservation/heritage
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 13 November 2000: Standard registration
Organisation type:
Other
Other names:
  • THE ROADS MILLENNIUM TRUST (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Campaigns and political activity policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity owns and/or leases 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
NICHOLAS MORTON ROADS Chair 14 September 2000
None on record
ANDREW ARMIGER Trustee 08 January 2021
None on record
Alexander Keith Roads Trustee 01 January 2020
None on record
DAWN SCARLETT ROADS Trustee 01 February 2016
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/07/2021 31/07/2022 31/07/2023 31/07/2024 31/07/2025
Total gross income £206.17k £187.96k £180.37k £273.01k £286.59k
Total expenditure £181.68k £182.61k £145.13k £279.83k £358.97k
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 31 July 2025 04 February 2026 On time
Accounts and TAR 31 July 2025 04 February 2026 On time Download Open in new window
Annual return 31 July 2024 23 June 2025 23 days late
Accounts and TAR 31 July 2024 23 June 2025 23 days late Download Open in new window
Annual return 31 July 2023 24 April 2024 On time
Accounts and TAR 31 July 2023 24 April 2024 On time Download Open in new window
Annual return 31 July 2022 24 January 2023 On time
Accounts and TAR 31 July 2022 24 January 2023 On time Download Open in new window
Annual return 31 July 2021 09 December 2021 On time
Accounts and TAR 31 July 2021 09 December 2021 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.

DECLARATION OF TRUST DATED 14 SEPTEMBER 2000, AMENDED 25 APRIL 2006 AND 30 SEPTEMBER 2008.

Charitable objects

1. THE RELIEF OF PERSONS IN CONDITIONS OF NEED HARDSHIP AND DISTRESS. 2. THE RELIEF OF SICKNESS AND THE PRESERVATION AND PROTECTION OF GOOD PHYSICAL AND MENTAL HEALTH. 3. THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC. 4. ANY CHARITABLE PURPOSE FOR THE GENERAL BENEFIT OF THE PUBLIC.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Ships Lantern
Rock
WADEBRIDGE
Cornwall
PL27 6JX
Phone:
07971 424661
Email:
office@milleniumoaktrust.org
Website:

milleniumoaktrust.org