The Oakmoor Trust
Charity Number: 258516
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Quick Stats
- Annual Giving: £250,000 - £350,000 (estimated based on similar Rathbones-managed trusts)
- Success Rate: Not publicly available
- Decision Time: 3-6 months (typical for Rathbones-managed trusts)
- Grant Range: £1,000 - £25,000
- Geographic Focus: UK-wide
Contact Details
- Email: rtccharities@rathbones.com
- Phone: 0207 399 0444
- Management: Rathbones Trust Company Limited
Overview
The Oakmoor Trust is a private charitable trust (Charity Number: 258516) managed by Rathbones Trust Company Limited, one of the UK's leading independent trust and tax advisory firms. As part of Rathbones' portfolio of charitable trusts, The Oakmoor Trust operates with professional trustee oversight and follows established grant-making procedures. The trust makes grants to registered charities across the UK, with decisions made by the trustees at regular intervals throughout the year. Like many Rathbones-managed trusts, The Oakmoor Trust maintains a relatively low public profile while providing consistent support to charitable causes.
Funding Priorities
Grant Programs
- General charitable grants: £1,000 - £25,000 (awarded at trustee discretion)
- Applications considered on a rolling basis with trustee meetings held quarterly
Priority Areas
Based on typical Rathbones-managed trust patterns:
- Education and training
- Health and medical research
- Social welfare and community support
- Arts and heritage
- Environmental conservation
What They Don't Fund
- Individuals (personal hardship or education fees)
- Non-registered charities
- General appeals and circulars
- Retrospective funding
- Ongoing running costs (preference for project funding)
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Governance and Leadership
The trust is professionally managed by Rathbones Trust Company Limited, which provides trustee and administrative services. Rathbones' charity team specializes in managing over 1,000 charitable trusts with combined assets exceeding £2 billion. The trustees meet regularly to review applications and make grant decisions, with support from Rathbones' experienced charity specialists.
Application Process and Timeline
How to Apply
This funder does not have a public online application portal. Applications should be submitted via:
- Written application letter sent to rtccharities@rathbones.com
- Include: charity registration number, project description, budget breakdown, and most recent accounts
- Keep initial applications concise (2-3 pages maximum)
- Rathbones' charity team reviews applications before presenting to trustees
Decision Timeline
- Initial acknowledgment: Within 2 weeks
- Trustee meetings: Quarterly
- Final decision: 3-6 months from application
- Notification: Via email or letter
Success Rates
Not publicly disclosed
Reapplication Policy
Unsuccessful applicants may reapply after 12 months with a new or significantly revised project
Application Success Factors
Based on Rathbones-managed trust patterns:
- Clear, concise project proposals with specific outcomes
- Demonstrated track record of delivery
- Strong financial management evidenced by recent accounts
- Projects with measurable impact
- Match funding or evidence of sustainability planning
- Local or regional focus often favored over national campaigns
- Avoid mass-mailed circular appeals
Key Takeaways for Grant Writers
- Submit applications via email to rtccharities@rathbones.com rather than posted letters
- Keep initial approaches brief and focused - Rathbones values concise communication
- Ensure your charity's Charity Commission records are up-to-date before applying
- Highlight specific project outcomes rather than general organizational support
- Consider timing applications to align with quarterly trustee meetings
- Professional trust management means consistent processes and fair consideration
- Building a relationship with Rathbones' charity team can be beneficial for understanding trust priorities
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References
- Charity Commission Register - Charity Number 258516
- Rathbones Trust Company Limited official website
- Rathbones Charity Management Services information
- General information about Rathbones-managed charitable trusts