Finance Score: -2

Governance Score: -2

Support Score: 0

Multiple Deficits: -2
No PartB

Narrow trustee age band: -2

No supporters identified

Overall GiG Score: -4

THE THREE OAKS TRUST

Grant making charity

Analysis by Giving is Great

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/09/23	£473	£449	£24	n/a	n/a	n/a	n/a	n/a
30/09/22	£446	£365	£82	n/a	n/a	n/a	n/a	n/a
30/09/21	£298	£444	£-146	n/a	n/a	n/a	n/a	n/a
30/09/20	£242	£429	£-187	n/a	n/a	n/a	n/a	n/a
30/09/19	£223	£381	£-158	n/a	n/a	n/a	n/a	n/a
30/09/18	£197	£341	£-144	£0	£0	£0	n/a	0
30/09/17	£236	£198	£38	£0	£0	£0	n/a	0
30/09/16	£226	£204	£23	£0	£0	£0	n/a	0
30/09/15	£228	£290	£-62	£0	£0	£0	n/a	0
30/09/14	£249	£244	£5	£0	£0	£0	n/a	0
30/09/13	£213	£264	£-51	£0	£0	£0	n/a	0
30/09/12	£221	£230	£-9	£0	£0	£0	n/a	0
30/09/11	£212	£273	£-61	£0	£0	£0	n/a	0
30/09/10	£208	£270	£-63	£0	£0	£0	n/a	0
30/09/09	£222	£262	£-40	£0	£0	£0	n/a	0
30/09/08	£227	£241	£-14	£0	£0	£0	n/a	0
30/09/07	£277	£276	£2	£0	£0	£0	n/a	0
30/09/06	£230	£274	£-44	£0	£0	£0	n/a	0
30/09/05	£180	£208	£-28	£0	£0	£0	n/a	0
30/09/04	£172	£397	£-224	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 37 years

www.thethreeoakstrust.co.uk

contact@thethreeoakstrust.co.uk

01403258961

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Lambeth, Surrey, West Sussex,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Age Range of Trustees: 69-80

DR PAUL KANE Appointed: 1987

EDINA CARMI Appointed: 2024, Occupation: Retired

EUGENIA LYDIA DENISE CHANDY Appointed: 2014, Occupation: Retired

GILES DUNCAN WILKINSON Appointed: 2009, Occupation: Retired Social Worker

PAMELA ANNE WILKINSON Appointed: 1987, Occupation: Retired Social Worker

PAULINE ELIZABETH HOBBS Appointed: 2009, Occupation: Retired Teacher

SARAH ANNE KANE (Chair) Appointed: 1987, Occupation: Retired Social Worker

SUSAN IRENE ELLERY Appointed: 2018, Occupation: Social Work Consultant

THE THREE OAKS FAMILY TRUST COMPANY LIMITED Appointed: 1987

Legal constitution

Charity registered in England & Wales on 24/06/1987, number: 297079
Registered at Companies House on 20/02/1986, number: 01991868

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; all on time

Main office

65 WORTHING ROAD
HORSHAM
RH12 1TD

Objectives

GENERAL CHARITABLE PURPOSES.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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