Finance Score: 0

Governance Score: 3

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: 3

THE OAKLAND FOUNDATION LIMITED

Alleviate the needs of children living in England and Wales who are in need by reason of financial hardship

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

The Board composition appears to be rather 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
On several occasions in recent years income has been less than spending

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
31/05/23		£112	£132	£-20	n/a	n/a	n/a	n/a	n/a	10
31/05/22		£99	£80	£19	n/a	n/a	n/a	n/a	n/a	6
31/05/21		£21	£20	£1	n/a	n/a	n/a	n/a	n/a	0
31/05/20		£31	£35	£-4	n/a	n/a	n/a	n/a	n/a	6
31/05/19		£11	£14	£-3	n/a	n/a	n/a	n/a	n/a	10
31/05/18		£54	£35	£19	£0	£0	£0	n/a	0	0
31/05/17		£19	£12	£7	£0	£0	£0	n/a	0	0
31/05/16		£16	£14	£2	£0	£0	£0	n/a	0	0
31/05/15		£13	£6	£7	£0	£0	£0	n/a	0	0
31/05/14	*	£19	£6	£13	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 11 years

www.oakland-foundation.com

enquiries@oakland-foundation.com

01527593973

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Provides buildings/facilities/open space
Provides other finance
Provides services

Where it operates

Leicestershire, Northamptonshire, Warwickshire, Worcestershire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
10 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 30-74

HAYLEY SMITH Appointed: 2013, Occupation: Customer Relationship Manager

KATHRYN ELIZABETH WATTS Appointed: 2017, Occupation: None

LUKE MICHAEL GILROY ATTWELL Appointed: 2015, Occupation: Business Project Coordinator

PETE VAUGHAN Appointed: 2013, Occupation: Strategic Development Manager

RONALD GEORGE WHITFIELD Appointed: 2017, Occupation: Company Director

MARK WILLIAMS Appointed: 2014, Occupation: General Manager, Other trusteeship: BIRMINGHAM SAMARITANS,

Legal constitution

Charitable company registered in England & Wales on 28/08/2013, number: 1153547
Registered at Companies House on 21/05/2012, number: 08077353

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

10 returns made; AR14: 240 days late,

Main office

c/o Oakland International Ltd
Seafield Lane
Beoley
Worcestershire
B98 9DB

Objectives

TO RELIEVE THE NEEDS OF CHILDREN IN ENGLAND AND WALES WHO ARE IN NEED BY REASON OF THEIR FINANCIAL HARDSHIP OR OTHER DISADVANTAGE

Defined Area of Benefit:

WORCESTERSHIRE

Data Sources