The Oakmoor Trust

Quick Stats

• Annual Giving: £134,363 (2024)
• Success Rate: Not publicly available
• Decision Time: Not publicly available
• Grant Range: Contact trust for details
• Geographic Focus: England and Wales

Contact Details

• Email: rtccharities@rathbones.com
• Phone: 0207 399 0444
• Address: Rathbones Trust Company Limited, 30 Gresham Street, London EC2V 7QN
• Management: Rathbones Trust Company Limited

Overview

The Oakmoor Trust is a private charitable trust (Charity Number: 258516) created by deed dated 28 March 1969 and managed by Rathbones Trust Company Limited. The trust makes grants to registered charities throughout England and Wales. The trust has 3 trustees who meet on a frequent, ad hoc basis to consider applications for funding, with a full review made at an annual meeting when financial statements are available. The trust is investment-based and uses income generated from its investment portfolio to fund grants. In the financial year ending April 2024, the trust had income of £29,200 and total expenditure of £134,363.

Funding Priorities

Grant Programs

The trust makes grants to charitable organisations throughout England and Wales. The trustees aim to make donations to organisations that they have particular interest and knowledge of with regard to what those charities are trying to achieve.

Charitable Objects

The trust's objects are for such purposes recognised by the law of England and Wales as charitable as the trustees shall from time to time select.

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Governance and Leadership

The trust is professionally managed by Rathbones Trust Company Limited, which acts as trustee and provides administrative services. The trustees meet on a frequent, ad hoc basis to consider applications for funding, with a full review at an annual meeting when financial statements are available.

How to Apply to The Oakmoor Trust

How to Apply

Applications should be submitted to rtccharities@rathbones.com or via post to Rathbones Trust Company Limited, 30 Gresham Street, London EC2V 7QN.

The trustees aim to make donations to organisations that they have particular interest and knowledge of regarding what those charities are trying to achieve with donated funds.

For specific information about grant amounts, application requirements, and decision timelines, contact the trust directly.

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
• The trustees favour organisations with which they have particular interest and knowledge
• The trust makes grants throughout England and Wales
• Ensure your charity's Charity Commission records are up-to-date before applying
• Professional trust management through Rathbones Trust Company Limited

Similar Funders

These funders have a similar focus and geographic reach:

• The Marcia And Andrew Brown Charitable Trust
• Thorne Lodge Charitable Trust
• Audrey Earle Charitable Trust
• The Aitken Family Charitable Trust
• The Tomlinson Family Charitable Trust
• The Dagny Raymond Charitable Trust
• The Haley Family Charitable Trust
• The Nesbitt-cleland Trust
• The Mather Family Charitable Trust
• The Welland Charitable Trust

References

• Charity Commission Register - Charity Number 258516
• Rathbones Trust Company Limited contact information