Southern Oaks Retirement Living

Registered charity 247308 Registered since 1966

Operates: Croydon, Sutton, Surrey

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.

trustees on the board

5.4y median 4y

average tenure

12y

longest tenure

trustees past 6 years

13.4y

average years in governance

9 vs 0 portfolio

first-time trustees

company-linked trustees

Sector coverage

Accommodation/housing 9General Charitable Purposes 9

Commercial experience

Health and social care 8Finance 1Other services 1

Gaps to watch

Narrow spread of causes across the board

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Related organisations

Exmoor Calvert Trust Similar size; both Housing
Lifeworks Charity Limited Similar size; both Housing
Forward Housing Similar size; both Housing
Park Lodge Project Similar size; both Housing
Acorn Community Care Similar size; both Housing
Lambeth Elfrida Rathbone Society Similar size; both Housing

Boards that overlap with this one through shared trustees, or govern in the same field. Deterministic, from public records.

Contact

Website	www.abbeyfieldsouthernoaks.org
Email	admin@southern-oaks.org
Phone	02083940050
Address	Nonsuch Abbeyfield, Old Schools Lane, Ewell, EPSOM, Surrey, KT17 1FL

Finances

£2,415,206 latest income

Year	Income	Spending
2021	£6,960,569	£6,910,020
2022	£5,574,361	£5,468,446
2023	£1,836,779	£1,891,659
2024	£7,536,448	£2,051,986
2025	£2,415,206	£2,187,737

What it does

What

General Charitable PurposesAccommodation/housing

Who

Elderly/old People

How

Provides Human ResourcesProvides Buildings/facilities/open SpaceProvides Services

Charitable objects

THE OBJECTS ARE FOR THE PUBLIC BENEFIT OF THE COMMUNITY THE PROVISION AND MANAGEMENT OF HOUSING, ACCOMMODATION AND ASSISTANCE FOR THE RELIEF AND CARE OF OLDER PEOPLE SUFFERING FROM THE DISABILITIES OF OLD AGE OR OTHERWISE BEING IN NEED IN PARTICULAR (BUT WITHOUT LIMITATION) BY PROVIDING AND MAINTAINING (OR ASSISTING IN PROVIDING AND MAINTAINING) HOUSES AND HOMES FOR SUCH OLDER PEOPLE AND PROVIDING (OR ASSISTING IN PROVIDING) AMENITIES OR SERVICES FOR THE BENEFIT OF SUCH OLDER PEOPLE, AND FOR OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY.

Governing document: MEMORANDUM AND ARTICLES OF ASSOCIATION DATED 21ST AUGUST, 1962.AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 28/03/2015AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 13 JUN 2018 as amended on 12 Nov 2024 as amended on 16 Jul 2025 as amended on 24 Apr 2025

Trustees (9)

9trustees

70median age

5aged 70+

Succession outlook: 5 of 9 trustees are aged 70 or over.

Charles Nicholas Shoreage 74 since 2015
Clare Elliottage 58 since 2025
Douglas Kenneth Lyon Horneage 56 since 2022
Dr Andrew Martin HOYage 76 since 2017
Dr Malcolm William Wakerley OBE since 2014
Jackie O'Neillage 74 since 2025
John William Mannage 70 since 2022
Susan Jane Mooreage 70 since 2022
Yvonne Catherine Mccabeage 69 since 2023

Linked company (Companies House)

Southern Oaks Retirement Living · 00734705 · Active

PRI/LTD BY GUAR/NSC (Private, limited by guarantee, no share capital) · incorporated 06/09/1962

6 governing document(s) held from Companies House.

Connected charities (0)

No charities share a trustee (from current data).

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