Finance Score: -5

Governance Score: -8

Support Score: 0

Spending falling: -1
but now stabilising: +1
Multiple Deficits and declines: -5
No PartB

2 Trustees: -2
Very static board: -5

No supporters identified

Overall GiG Score: -13

OAKWOOD TRADERS AND RESIDENTS ASSOCIATION

The charity operates in Leeds - mainly in the Oakwood area. Its original objective was to save the Oakwood clock which was in very poor condition. It succeeded in this objective in 2015. It will continue to ensure that the clock is maintained in a good state of repair and aims to facilitate further improvements to the surrounding area for the public benefit.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 2 trustees
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/11/23		£2	£3	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/11/22		£0	£1	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/11/21		£2	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/11/20		£0	£2	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/11/19	*	£4	£7	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/11/18	*	£9	£10	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/11/17		£3	£6	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/11/16		£16	£21	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/11/15		£141	£247	£-106	n/a	n/a	n/a	n/a	n/a	n/a
30/11/14		£113	£10	£104	n/a	n/a	n/a	n/a	n/a	n/a
30/11/13		£38	£4	£34	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 11 years

loveoakwood.co.uk

07740189554

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities
Provides buildings/facilities/open space

Where it operates

Leeds City,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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 Heritage Fund - Grant to Oakwood Traders & Residents Association
£100,000	19/02/2014	Time past, time present and time future for the Oakwood Clock community

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (2)

Current Trustees appointed

MISS ALEXIS KEECH Appointed: 2013

REBECCA JANE AHMED Appointed: 2016, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 19/06/2013, number: 1152482
Registered at Companies House on 22/11/2012, number: 08304101

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

11 returns made; AR19: 5 days late, AR18: 248 days late,

Main office

358 Harrogate Road
LEEDS
LS17 6QB

Objectives

1. TO PROMOTE FOR THE BENEFIT OF THE PUBLIC IN THE WARD OF ROUNDHAY, METROPOLITAN DISTRICT OF LEEDS THE CONSERVATION, PROTECTION, ENHANCEMENT AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT OF OAKWOOD.2. TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE CONSERVATION, PROTECTION, ENHANCEMENT AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT.3. TO FURTHER OR BENEFIT THE RESIDENTS OF THE WARD OF ROUNDHAY AND THE NEIGHBOURHOOD WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING TOGETHER THE SAID RESIDENTS IN ORDER TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION, CULTURE, ARTS AND LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTS AND PROMOTING A SENSE OF INVOLVEMENT AND BELONGING.