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The Oakhaven Trust

Charity rating & review

91/100 Clarity Score · 5 stars · Charity Commission filings · How we score

Verified · Charity Commission data
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91 /100

Clarity score

Exceptional

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Quick answer

Is The Oakhaven Trust a good charity?

The Oakhaven Trust scores 91/100 (5 stars, Exceptional) on CharityCompare's Clarity Score, calculated from its UK regulator filings. Its latest accounts year is 2025 (£10m total income, 68% of spending on charitable activities). This reflects financial transparency and stewardship on paper — not the real-world impact of its programmes. See the full breakdown.

Southampton · SO41 8ZZ Reg 900215 Registered charity Official website Charity Commission register

What does The Oakhaven Trust do?

The Oakhaven Trust is a registered charity (no. 900215) working in health in Southampton · SO41 8ZZ. Its latest Charity Commission filing directs 68% of spending to charitable activities, holding roughly 7 months of reserves, and files its annual accounts on time. Reported income has been growing (≈8% a year). CharityCompare's Clarity Score rates the organisation only from public Charity Commission accounts — accountability, financial health, efficiency and community support — not the quality or impact of its programmes.

Summarised from public filings — The Oakhaven Trust hasn't added its own description yet. Work here? Add it free →

In short: THE OAKHAVEN TRUST scores 91 out of 100 (5 stars). 68% average program spend (3-year average). Filings are up to date with no major concerns.

What is The Oakhaven Trust?

The Oakhaven Trust has a Clarity Score of 91 out of 100 on CharityCompare (5 stars, Exceptional). Charity Commission registration number 900215. Status: Registered. Primary cause area: Health. Latest accounts year 2025: total income £10m, with 68% of expenditure on charitable activities. Accounts filing: up to date. Reserves: approximately 7 months of operating costs. No major red flags from our filing review. Scores are independent and based on official filings — not a donation recommendation.

Data from Charity Commission register, last updated .

Overall score

91/100

5★ · Exceptional

Cause spend

68%

3-yr avg · charitable activities

Accountability

100/100

Finance beacon

Income

£10m

Latest year 2025

Reserves

7 mo

Months of running costs

Accounts filing

On time

Charity Commission

£7.6 raised per £1 fundraising (3-yr avg) · 14% overhead · Website on register · Confidence: high

How does THE OAKHAVEN TRUST compare?

Clarity Score percentile against similar UK charities — the share of peers THE OAKHAVEN TRUST scores higher than.

Income band (£10m+)92ndpercentile

Scores higher than 92% of 943 charities in its income band · 91/100 vs 77 peer average (marker).

Health charities88thpercentile

Scores higher than 88% of 528 charities in this cause · 91/100 vs 76 peer average (marker).

How reliable is The Oakhaven Trust's data?

Source
Charity Commission (England & Wales)
Accounts year
2025
Filing date
Profile reviewed

High confidence — complete filing data

Scores reflect the latest annual accounts on the register. Clarity Score measures how clearly the charity accounts for money in those filings — not programme impact.

Contains public sector information licensed under the Open Government Licence v3.0. Sources: Charity Commission for England and Wales, Office of the Scottish Charity Regulator and Charity Commission for Northern Ireland. Open Government Licence v3.0 .

What is The Oakhaven Trust's Beacon report?

Detailed accountability and finance metrics from UK regulator filings — structured for transparency in our four-beacon report.

Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

100/100

Accountability & Transparency metrics for THE OAKHAVEN TRUST
Metric Score Value
Filing history (5 years)

100% on-time over five years = 15 pts · one late filing = 5 pts · two or more = 0 pts.

100% 15/15 pts
Trustee oversight

Three or more trustees on the register = 15 pts, scaled down for fewer (governance red flag below three).

100% 14 trustees · 15/15 pts
Declared policies

Safeguarding (4) · conflict of interest (3) · volunteer management (3) — from Charity Commission annual return.

100% 10/10 pts

Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

97/100

Financial Health metrics for THE OAKHAVEN TRUST
Metric Score Value
Reserves (months of cash)

3–24 months = full marks, tapering on both sides · 0 months or 4+ years (hoarding) = 0 pts.

100% 7 months · 15/15 pts
Income stability / growth

+20% or more over the window = 10 pts · flat = 5 pts · −20% or worse = 0 pts, scaled between.

90% 9/10 pts · 3-year average
Liabilities to assets

0% liabilities-to-assets = 5 pts, scaling down to 0 pts at 60%+ debt.

100% 5% · 5/5 pts

Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

70/100

Financial Efficiency metrics for THE OAKHAVEN TRUST
Metric Score Value
Program expense ratio

90%+ on charitable activities = full marks, scaling down to 0 pts at 50% or below.

50% 68% · 5/10 pts (3-year average)
Fundraising efficiency

≤10p to raise £1 = full marks, scaling down to 0 pts at 40p or above (fundraising cost ÷ income).

90% 13p per £1 income · 9/10 pts (3-year average)

Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

80/100

Community Support metrics for THE OAKHAVEN TRUST
Metric Score Value
Volunteer-to-staff ratio

Volunteers at 2x staff or more = full marks · no volunteers = 0 pts, scaled between.

80% 400 volunteers / 257 staff · 8/10 pts

How we calculate beacon scores →

What is The Oakhaven Trust's Clarity Score?

91/100 total · Exceptional · 5 of 5 stars

Four pillars (40 + 30 + 20 + 10 points) from Charity Commission filings — see methodology for full weightings.

100/100
Accountability & Transparency
97/100
Financial Health
70/100
Financial Efficiency
80/100
Community Support

Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

100/100

Filing history (5 years)15/15 pts
Trustee oversight14 trustees · 15/15 pts
Declared policies10/10 pts

Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

97/100

Reserves (months of cash)7 months · 15/15 pts
Income stability / growth9/10 pts · 3-year average
Liabilities to assets5% · 5/5 pts

Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

70/100

Program expense ratio68% · 5/10 pts (3-year average)
Fundraising efficiency13p per £1 income · 9/10 pts (3-year average)

Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

80/100

Volunteer-to-staff ratio400 volunteers / 257 staff · 8/10 pts

How much does The Oakhaven Trust raise and spend?

Latest filed year 2025 · Source: Charity Commission filings

THE OAKHAVEN TRUST revenue and expenses for 2025
Category Amount % of spend
Total income £10m
Total expenditure £8.9m
Charitable activities £6.7m 75%
Fundraising £871k 10%
75%On charitable activities

Where does the money go?

Latest accounts (2025) · £8.9m spent

  • Charitable activities75%
  • Fundraising10%
  • Other spending15%

What trust indicators does The Oakhaven Trust have?

Pulled from the Charity Commission register — filing behaviour, board size, and workforce where reported.

  • Accounts filed on time

    up to date · last filing

  • Trustee board size (3–12)

    14 trustees on the Charity Commission register

  • Workforce on register

    257 employees · 400 volunteers (2:1 volunteer-to-staff)

Fundraising Regulator

Not listed as member

Separate from our financial scores — shows whether the charity follows the Code of Fundraising Practice.

Check Fundraising Regulator →

Official register

Reg 900215

Full trustee list, accounts, and regulatory history on the Charity Commission.

View on Charity Commission →

Trustees & officers

  • PETER DUNFORD
  • Jeremy Caldwell since 2011
  • Mel Kendal Chair · since 2015
  • Adrian Noel Bunston since 2017
  • Rosalind Jane Morgan since 2019
  • Dr Rachel Anderson since 2019
  • JEREMY PAYNE since 2021
  • Amanda Prout since 2022
  • Karen Whelan since 2025
  • Sarah Jane Thompson since 2025
  • Peter Aston Burleigh Taylor since 2025
  • Peter Michael Dominic Jones since 2026
How we score charities +

The Clarity Score is a 100-point rating from UK regulator filings (Charity Commission for England and Wales, OSCR and CCNI). Four pillars — Accountability & Transparency (40), Financial Health (30), Financial Efficiency (20), and Community Support (10) — each scored on a continuous scale, not pass/fail cutoffs. A statutory inquiry sets the score to 0 automatically.

Full methodology →

Accountability & Transparency

Scored from filings

40 points — filing history (15), trustee oversight (15, scaling up to a board of three or more), declared policies (10).

Financial Health

Scored from filings

30 points — reserves (15, full marks 3–24 months, tapering on both sides), income stability (10), liabilities to assets (5, scaling down as debt rises).

Financial Efficiency

Scored from filings

20 points — program expense ratio and fundraising cost, each on a graduated scale (not a single cutoff). Kept at 20% of the total: financial-ratio scoring alone is not a reliable effectiveness signal (see "why not just an overhead ratio?" below).

Community Support

Scored from filings

10 points — volunteer-to-staff ratio from Charity Commission workforce data, scaling continuously up to a 2:1 ratio.

Overall score

Sum of all pillar points. Display stars use the same bands as the labels: 90–100 → 5★ Exceptional; 75–89 → 4★ Good; 60–74 → 3★ Needs improvement; 1–59 → 2★ Poor; 0 → not rated.

How have The Oakhaven Trust's finances changed over five years?

£0k £2600k £5200k £7800k £10400k 2021 2022 2023 2024 2025 Income 2021: £7,567k Spending 2021: £6,204k Cause spend 2021: £3,599k Income 2022: £8,591k Spending 2022: £7,007k Cause spend 2022: £5,389k Income 2023: £8,762k Spending 2023: £7,992k Cause spend 2023: £6,121k Income 2024: £7,472k Spending 2024: £9,025k Cause spend 2024: £4,846k Income 2025: £10,181k Spending 2025: £8,943k Cause spend 2025: £6,725k
  • Income
  • Spending
  • Cause spend

Values in £ thousands · Cause spend plotted only when the filing discloses a split · Source: Charity Commission accounts

What are the key facts about The Oakhaven Trust?

Overall score
91/100 (5★)
Income
£10m
Cause spend
68% of expenditure
Reg number
900215
Scope
Local (southampton)
Reserves
7 months
Trustees
14
Accounts year
2025
Filing
up to date

Where THE OAKHAVEN TRUST sits

The causes this charity is classified under, and other charities working nearby.

Similar health charities

Top-rated peers by CharityCompare score

How can you share The Oakhaven Trust's rating?

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How do you add The Oakhaven Trust's rating to your site?

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Frequently asked questions

Common questions about The Oakhaven Trust's rating, finances, and Charity Commission status.

Is The Oakhaven Trust a good charity? +

The Oakhaven Trust scores 91 out of 100 (5 stars — Exceptional) on CharityCompare's Clarity Score, our independent read of its UK regulator filings. Around 68% of its spending goes to charitable activities and its accounts are up to date. That reflects how transparent and financially healthy it looks on paper — it does not measure the real-world impact of its work, so treat it as one factor alongside the cause you care about. CharityCompare never tells you where to donate.

Is The Oakhaven Trust a legitimate charity? +

Yes — The Oakhaven Trust is a legitimate registered charity (charity number 900215). Verify it on the official register: https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/900215. Registration proves status; Clarity Score then summarises filing transparency on paper, not programme impact.

What is The Oakhaven Trust's charity number? +

The Oakhaven Trust's charity number is 900215. Check that number on the official register (Charity Commission, OSCR or CCNI) or this CharityCompare profile before you donate — scammers sometimes reuse real numbers on fake appeals.

What is The Oakhaven Trust's charity rating? +

The Oakhaven Trust scores 91 out of 100 on CharityCompare (5 stars — Exceptional). The Clarity Score V1 sums four pillars from UK regulator filings: Accountability & Transparency (40 pts), Financial Health (30), Financial Efficiency (20), and Community Support (10). Stars use the same bands as those labels — 90+ is 5★ Exceptional. It is not an impact ranking.

Does The Oakhaven Trust have reviews and complaints? +

CharityCompare does not host public user reviews for The Oakhaven Trust. Instead you get a filing-based Clarity Score, cause spend, reserves and red flags such as late accounts. For formal complaints about a charity, contact the Charity Commission, OSCR, CCNI or the Fundraising Regulator as appropriate.

How much of my donation reaches The Oakhaven Trust? +

According to its 2025 regulator filing, 68% of The Oakhaven Trust's total spending went to charitable activities (3-yr avg across disclosed years). That is the closest official figure to "how much of your donation reaches the cause" — it is an average across all spending in the filing, not a pound-by-pound breakdown of an individual gift.

What are The Oakhaven Trust's overheads? +

According to its 2025 regulator filing, fundraising costs were about 14% of total expenditure and combined overheads (fundraising plus governance) were about 14% of total expenditure at The Oakhaven Trust. The filings CharityCompare uses do not publish CEO or senior-staff pay, so we cannot say what The Oakhaven Trust's chief executive is paid — where disclosure rules apply, senior pay appears in the trustees' annual report on the Charity Commission register.

How much income does The Oakhaven Trust receive? +

The Oakhaven Trust reported £10m total income in its 2025 accounts, based on UK regulator filings. Five-year trend: growing.

Are The Oakhaven Trust's accounts up to date? +

Filing status: up to date (last filing 2026-06-24). CharityCompare flags late or missing accounts separately from the financial score.

Where is The Oakhaven Trust based? +

The Oakhaven Trust is listed at Southampton · SO41 8ZZ, focused on health.

How does CharityCompare score The Oakhaven Trust? +

We calculate a Clarity Score of 0–100 from four pillars in The Oakhaven Trust's regulator filings: Accountability & Transparency (40 points — filing history, trustees, policies), Financial Health (30 — reserves, income trend, debt), Financial Efficiency (20 — cause spend and fundraising cost, on a graduated scale) and Community Support (10 — volunteer-to-staff ratio). An open statutory inquiry scores 0. The score measures reporting on paper, not programme impact. CharityCompare is free for donors, takes no commission on donations, and scores cannot be bought.

How often is this page updated? +

This profile was last updated on 17 July 2026 from the latest UK regulator data available to CharityCompare, and The Oakhaven Trust's most recent accounts cover 2025. Scores and figures refresh whenever we re-ingest the register, so the page reflects our latest data pull rather than a one-off review.