Finance Score: -3

Governance Score: 6

Support Score: 1

Volatile income: -3
No PartB

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 4

OAK TREE TRUST

support for Northern Pakistan earthquake area in partnership with Midlands International Muslim Relief with special camps doing cataract operations for free ( did 197 this year(. Also supporting trelawny area of Jamaica in partnership with the charity TORA. Provided medical relief to Gaza hospital. Supplied tents direct to Haiti. Provided water wells and seed growing project in Niger with ADRA

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22	£30	£26	£5	n/a	n/a	n/a	n/a	n/a	4
31/12/21	£24	£22	£2	n/a	n/a	n/a	n/a	n/a	4
31/12/20	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/19	£55	£35	£19	n/a	n/a	n/a	n/a	n/a	4
31/12/18	£55	£19	£35	£0	£0	£0	n/a	0	5
31/12/17	£57	£42	£15	£0	£0	£0	n/a	0	0
31/12/16	£19	£15	£4	£0	£0	£0	n/a	0	0
31/12/15	£17	£17	£0	£0	£0	£0	n/a	0	0
31/12/14	£12	£19	£-7	£0	£0	£0	n/a	0	0
31/12/13	£19	£10	£9	£0	£0	£0	n/a	0	0
31/12/12	£20	£13	£7	£0	£0	£0	n/a	0	0
31/12/11	£23	£15	£8	£0	£0	£0	n/a	0	0
31/12/10	£20	£10	£9	£0	£0	£0	n/a	0	0
31/12/09	£5	£12	£-7	£0	£0	£0	n/a	0	0
31/12/08	£14	£3	£10	£0	£0	£0	n/a	0	0
31/12/07	£94	£3	£91	£0	£0	£0	n/a	0	0
31/12/06	£3	£4	£-1	£0	£0	£0	n/a	0	0
31/12/05	£3	£4	£-1	£0	£0	£0	n/a	0	0
31/12/04	£3	£3	£0	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 31 years

oaktreetrust.blogspot.com

robertsonic@hotmail.co.uk

01922634642

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Overseas Aid/Famine Relief

GiG Classification

Other individual and family services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Haiti, India, Jamaica, Nepal, Niger, Occupied Palestinian Territories, Pakistan, Somalia, Sudan, Syria, Walsall, Zimbabwe,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
4 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - north walsall community links
£6,460	19/01/2021 11	The funding will be used to create a community health hub for the local community. The project aims to provide access to vaccination clinics youth activities and mental health support during the ....more The funding will be used to create a community health hub for the local community. The project aims to provide access to vaccination clinics youth activities and mental health support during the current pandemic.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-83

AMY MIDDLEMIST Appointed: 2007, Occupation: Landscape Architect

BRIDGET ANNE ROBERTSON Appointed: 2007, Occupation: Dentist

KATHRYN MATVIECHUK Appointed: 2013, Occupation: Town Planner

DR IAN CHARLES ROBERTSON (Chair), Occupation: Dentist, Other trusteeships: NEW HORIZONS COMMUNITY ENTERPRISE, NORTH WALSALL COMMUNITY LINKS,

MOHAMMED ASLAM Appointed: 2014, Occupation: Retired, Other trusteeship: NORTH WALSALL COMMUNITY LINKS,

Legal constitution

Charitable company registered in England & Wales on 14/09/1993, number: 1025957
Registered at Companies House on 10/08/1993, number: 02843868

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

87 BELVIDERE ROAD
WALSALL
WS1 3AU

Objectives

TO RELIEVE PERSONS (IN PARTICULAR INFANTS, CHILDREN, YOUNG PERSONS AND THEIR GUARDIANS) WHO ARE IN NEED, HARDSHIP OR DISTRESS AS A RESULT OF LOCAL, NATIONAL OR INTERNATIONAL EVENTS OR BY REASON OF THEIR SOCIAL OR ECONOMIC CIRCUMSTANCES. TO PROMOTE AND PROVIDE MEDICAL AID ASSISTANCE AND FACILITIES FOR THOSE IN ILL HEALTH.

Defined Area of Benefit:

NOT DEFINED

Data Sources