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home >> charity search >> the oaklea trust
Finance Score: -1
Governance Score: 6
Support Score: 3
  • Poor Liquidity: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +3
Overall GiG Score: 8 ?

THE OAKLEA TRUST 

Supporting children and adults with disabilities
Analysis by Giving is Great

Positives:

  • Spending has increased over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end
miles

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
31/03/23£9,504£9,162£342£0£1,774£1,7742.337425
31/03/22£9,354£9,030£324£0£1,432£1,4321.934511
31/03/21£8,714£8,323£392£0£1,108£1,1081.63903
31/03/20£7,607£7,533£74£0£717£7051.13501
31/03/19£7,242£7,215£27£0£642£61013426
31/03/18£7,246£7,267£-21£0£615£5050.83880
31/03/17£7,432£7,309£123£0£660£5450.93900
31/03/16£7,695£7,548£146£0£538£4240.74780
31/03/15£7,810£7,718£92£12£391£3810.62730
31/03/14£7,833£7,895£-62£14£299£2870.42980
31/03/13£7,724£7,888£-164£16£361£3480.54880
31/03/12£6,632£6,558£73£21£525£3160.64750
31/03/11£7,288£7,236£52£13£452£2440.43430
31/03/10£7,683£7,574£109£13£399£2210.33720
31/03/09£7,190£7,190£0£11£290£1090.23800
31/03/08£6,846£6,795£51£2£227£2270.43200
31/03/07£6,846£6,795£51£8£227£390.12600
31/03/06£5,286£5,536£-250£0£0£0n/a00
31/03/05*£4,507£4,475£32£0£0£0n/a00
31/03/04*£4,053£3,959£94£0£0£0n/a00
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 52%
Liabilities/Income: 20%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 2.3 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.8
Asset Split ?
Established: 22 years

oakleatrust.co.uk

enquiries@oakleatrust.co.uk

01539735025

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Disability
  • Education/Training
GiG Classification
  • Services for people with disabilities
How it operates
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Cumbria, Durham, Lancashire, Northumberland,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
Who works here?
  • 374 employees
  • 25 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 - The Appleby Hub (refurbishment)
£9,814 23/03/2022
The funding will be used to refurbish the interior of Appleby Hub Community Centre to enable it to continue providing a range of activities including workshops for wellbeing and learning ....more
Cumbria Community Foundation - Learning2Live
£6,421 20/09/2021
Learning2Live
Cumbria Community Foundation - Job Coach - Eden district
£5,106 23/01/2020
Job Coach - Eden district
Cumbria Community Foundation - Job Coach - Eden district
£5,000 23/01/2020
Job Coach - Eden district
Cumbria Community Foundation - Projects with Community Benefits at Appleby Hub
£6,290 13/06/2019
Projects with Community Benefits at Appleby Hub
Cumbria Community Foundation - Salary for part-time Job Coach - Eden District
£4,500 21/03/2019
Salary for part-time Job Coach - Eden District
Department for Work and Pensions - FSF Partnership Grant - Cumbria and Lancashire (2017)
£43,314 01/04/2017
To move claimants either into work or closer to work.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Age Range of Trustees: 52-72
Legal constitution
  • Charitable company registered in England & Wales on 24/04/2002, number: 1091722
  • Registered at Companies House on 15/04/2002, number: 04416344
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Care Quality Commission
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR05: 1 days late, AR04: 1 days late,
Main office

Third Floor - East Wing
Station House
Station Road
Kendal
Cumbria
LA9 6ry

Objectives

A) TO PROMOTE THE RELIEF AND CARE OF PEOPLE WITH LEARNING AND OTHER DISABILITIES, THE ELDERLY OR INFIRM, AND THOSE WHO ARE SOCIALLY DISADVANTAGED WHO NEED ASSISTANCE BY THE PROVISION OF A SUITABLE HOME ENVIRONMENT AND/OR CARE AND SUPERVISION TO ENABLE THEM TO DEVELOP THEIR MENTAL, PHYSICAL AND SPIRITUAL CAPACITY; B) TO ADVANCE EDUCATION OF PEOPLE, IN PARTICULAR THOSE WITH LEARNING DISABILITIES OR WHO ARE SOCIALLY DISADVANTAGED, WHO REQUIRE EDUCATION, SPECIALIST TRAINING AND/OR SUPPORT TO ENABLE THEM TO ENTER EMPLOYMENT, TO ADVANCE IN THEIR EMPLOYMENT OR TO ENTER FURTHER STUDIES; C) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION FOR INDIVIDUALS WHO HAVE NEED FOR SUCH FACILITIES BY REASON OF THEIR LEARNING OR OTHER DISABILITY, YOUTH, AGE, INFIRMITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES AND THE GENERAL PUBLIC WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE; AND D) TO FURTHER SUCH EXCLUSIVELY CHARITABLE AND ANCILLARY PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION DETERMINE FROM TIME TO TIME

Defined Area of Benefit:

NORTHERN ENGLAND

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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