The Oakhaven Trust

Analysis

The Oakhaven Trust is a registered charity in England and Wales, based in Lymington. It was registered in November 1989, 37 years ago. Its declared purposes cover education/training and the advancement of health or saving of lives, which this site groups under health and saving lives. Legally it is a charitable company (Companies House number 02435177). It says it provides services, provides advocacy/advice/information and other charitable activities.

In the financial year ending March 2025, The Oakhaven Trust reported income of £10.2m and spending of £8.9m, spending 88% of its income. Across the 5 years on record, from March 2021 to March 2025, income grew from £7.6m to £10.2m (+35%), an average of +7.7% a year. The sharpest change came in the year to March 2025, when income rose by 36%. Over the whole period it spent 92% of the income it received.

Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, The Oakhaven Trust sits at the 98th percentile: it is larger than about 98% of them. Against every charity in England and Wales with reported income it ranks in the 99th percentile. Charities of a similar size with the same main cause include Birmingham Association for Mental Health (£10.2m), St David's Foundation Hospice Care (£10.2m) and Connection Support (£10.1m).

In its latest detailed accounts, income came from donations and legacies 41%, charitable activities 31%, trading 22% and investments 2.1%. Gifts in wills alone brought in £2.8m. Charitable activities took 75% of spending and raising funds 9.7%. Reserves of £5.1m would cover about 7 months of spending at that rate. It employed 257 people.