The English Benedictine Order of Oulton Abbey Near Stone, Staffs

Registered charity 230096 Registered since 1963

Operates: Staffordshire

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.

6 trustees on the board

Right Rev David Roger Charlesworth OSB Chair
Dame Mary Peter Smith since 2020
Elias Baroudi since 2020
Philip Arkwright since 2023
Rev Simon Stevens since 2024
The Rev Dom Thomas Regan since 2015

5.6y median 6y

average tenure

11y

longest tenure

Trustees past 6 years

5.8y

average years in governance

First-time vs portfolio trustees

First-time (4)

Portfolio (2)

Right Rev David Roger Charlesworth OSB Chair
Philip Arkwright since 2023

company-linked trustees

Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.

Disability 1Other Charitable Purposes 1Religious Activities 1

Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.

Construction 2Manufacturing 2Health and social care 1

Gaps to watch

Several long-serving trustees could step down together

Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.

🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Health of the organisation facts side by side - the conclusion is yours

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 4 years.

2021

2022

2023

2024

incomespending£2.9m latest income · spending exceeded income in 2023 and 2024

ReservesiReserves12 x free reserves / annual expenditure, from the Part B annual return. The sector median is computed across all Part B filers in the same income band.

0.0 months of spending held in free reserves · median for charities its size: 3.9 months · was 1.6 in 2021

99 from 91 in 2021

EmployeesiEmployeesHeadcount as filed in Part B annual returns, per financial year. Shown exactly as filed; year-on-year figures may be filed on different bases, so a comparison is only shown when the filings are plausibly comparable.

14 days

Latest accounts filed after the due dateiFiled after the due dateDate the accounts were received minus the reporting due date, latest filed cycle, Charity Commission register.

Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more trustees with this board - a real structural link, such as a subsidiary or sister charity. Connected through a shared trustee share exactly one person - a genuine connection, but not the same group. A board with no shared trustee at all may still appear here when it is active in the same charitable field.

Connected through a shared trustee

Buckfast Abbey Trust (Held ICW the Religious Community of Benedictine Monks Established AT ST Marys Abbey Buckfast, Devon) 1 shared trustee
ST Benedict Care Trust 1 shared trustee

Also active in the same field

Azhar Academy Similar size; both Religion
The Joseph Rank Trust Similar size; both Religion
Friends International Ministries Similar size; both Religion
ST Paul's Theological Centre Similar size; both Religion

Deterministic, from public records.

Contact

Email	trust@oultonabbeycarehome.org
Phone	01785814192
Address	Oulton Abbey Care Home, Kibblestone Road, Oulton, STONE, ST15 8UW

Finances

£2,942,958 latest income

Year	Income	Spending
2021	£2,769,893	£2,464,494
2022	£2,492,862	£2,545,576
2023	£2,599,881	£3,032,539
2024	£2,942,958	£3,414,261
2025

What it does

What

General Charitable PurposesReligious Activities

Who

Children/young PeopleElderly/old PeopleOther Defined Groups

How

Provides Services

Charitable objects

UPON TRUST TO APPLY THE SAME AS CAPITAL OR INCOME FOR SUCH CHARITABLE PURPOSES AS SHALL ADVANCE THE RELIGIOUS EDUCATIONAL AND OTHER CHARITABLE WORK OF THE MEMBERS OF THE SOCIETY RESIDENT IN ENGLAND AND WALES AS THE TRUSTEES WITH THE APPROVAL OF THE SUPERIOR SHALL FROM TIME TO TIME THINK FIT. IF AT ANY TIME THE SOCIETY SHALL CEASE TO EXIST OR SUCH MEMBERS SHALL CEASE TO CARRY ON RELIGIOUS OR OTHER CHARITABLE WORK THEN FOR SUCH OTHER LAWFUL CHARITABLE PURPOSES CONNECTED WITH THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION AS THE TRUSTEES SHALL DETERMINE.

Governing document: TRUST DEED DATED 22 JULY 1963 AS VARIED BY A SCHEME OF THE 15 NOVEMBER 1996.

Trustees (6)

6trustees

43median age

0aged 70+

Right Rev David Roger Charlesworth OSB Chair
Dame Mary Peter Smith since 2020
Elias Baroudi since 2020
Philip Arkwrightage band 40-44 since 2023
Rev Simon Stevens since 2024
The Rev Dom Thomas Regan since 2015

Connected charities (2)

Buckfast Abbey Trust (Held ICW the Religious Community of Benedictine Monks Established AT ST Marys Abbey Buckfast, Devon) 1 shared trustee
ST Benedict Care Trust 1 shared trustee

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