Finance Score: -1
Governance Score: 9
Support Score: 5
  • Liabilities <10%: +3
  • Poor Liquidity: -1
  • Good Reserves: +1Positive trading contribution: +2;Large legacies income: +1
  • Multiple Deficits: -2
  • Fundraising costs high: -5
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +5
Overall GiG Score: 13 ?

OAK TREE ANIMALS' CHARITY

Oak Tree Animals' Charity is at the heart of the community. Helping hundreds of animals each year, we find loving new homes for cats, dogs and horses, promote responsible pet ownership through education and outreach activities and work with individuals who need our support.
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • This charity has a robust balance sheet
  • More than half of total income was derived from trading and fees in the latest year
  • This charity has received considerable income from legacies in recent years
  • Spending has increased over the last 3 years relative to the previous period
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • One or more trustees receive payments or benefits from the charity for providing services to the charity
  • Over half the Board have joined recently

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
  • On several occasions in recent years income has been less than spending
  • Fundraising costs are extremely high relative to funds raised

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
31/12/23£2,395£2,438£-42£629£2,773£2,68213.268262
31/12/22£2,321£1,970£351£485£2,728£2,43614.857220
31/12/21*£1,409£1,162£247£252£2,447£2,38324.638216
31/12/20£714£1,000£-285£87£2,096£2,07824.940216
31/12/19£872£2,593£-1,721£88£2,357£2,31510.737106
31/12/18£810£822£-11£84£3,974£3,97458300
31/12/17£620£845£-226£77£3,985£3,98556.6270

Financial Ratios
Fundraising Costs/Relevant Income: 62.7%
Fundraising Costs/Total Spending: 25.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 13.2 months
Net Current Assets/Spending: 4 months
Quick Ratio: 0
Asset Split ?
Balance Sheet History
Established: 8 years

www.oaktreeanimals.org.uk

info@oaktreeanimals.org.uk

01228560082

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Animals
  • Education/Training
GiG Classification
  • Animal sanctuaries and shelters
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Cumbria, Northumberland, Scotland,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • 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.

Major supporters in last 5 years
National Lottery Community Fund£29,545
Postcode Neighbourhood Trust£21,991
Co-Operative Group£5,340
Cumbria Community Foundation£500
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to Oak Tree Animals' Charity
£3,637 21/10/2023
We would like to buy recycling bins for the public woodland we manage, to help protect the environment and biodiversity.
Postcode Neighbourhood Trust - Woodland Community Improvements
£21,991 27/07/2022
Funding to provide wheelchair access to the public woods, build an accessible bird hide and provide recycling facilities.
Co-Operative Group - Grant to Oak Tree Animals' Charity
£1,704 23/10/2021
We would like to create a parkour obstacle course for dogs and owners to enjoy together. Parkour gives dog owners the opportunity to benefit from this fun activity in a beautiful woodland.
National Lottery Community Fund - A Helping Paw
£9,660 06/08/2021
The funding will be used to expand the project's ‘A Helping Paw’ programme which supports those experiencing domestic violence or homelessness while also finding a temporary placement for their pet so they can be reunited after a safe permanent ....more
National Lottery Community Fund - Oak Tree Covid Response
£19,885 11/05/2020
6
The funding will provide support for homeless people and their pets during the COVID-19 pandemic. The aim is to provide individuals with the physical and emotional support they need to get back on their feet and into accommodation while temporarily ....more
Cumbria Community Foundation - Staff and fuel costs
£500 09/04/2020
Staff and fuel costs
National Lottery Community Fund - A Helping Paw - Community Outreach Programme
£9,992 14/03/2018
12
The group will offer a fostering and advice service to help people who are not in secure circumstances and own a pet to be able to keep their companion. The project aims to help people get back on their feet without the worry of what happens to ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Age Range of Trustees: 34-57
  • GEORGINA SHEILAGH LOWRY Appointed: 2024, Occupation: Graphic Designer
  • JULIE MICHELLE HANSEL Appointed: 2023, Occupation: Solicitor
  • MARTIN SQUIRES Appointed: 2017, Occupation: Veterinary Surgeon
  • REBECCA ARMSTRONG Appointed: 2024, Occupation: Solicitor
  • SCOTT WELLS (Chair) Appointed: 2019, Occupation: General Manager
Legal constitution
  • Charitable company registered in England & Wales on 06/10/2016, number: 1169511
  • Registered at Companies House on 01/10/2016, number: 10404912
Gift Aid
  • Registered with HMRC for Gift Aid
Fundraising Regulator
First registered: 03/17/2017, current status: Large charity (levy paid)
Event History
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • Investment
  • 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
7 returns made; AR21: 15 days late,
Recent reorganisation events:
  • Asset transfer in from THE SUSSEX HORSE RESCUE TRUST on 19/11/2024
  • Asset transfer in from THE SUSSEX HORSE RESCUE TRUST on 19/11/2024
Main office

Oak Tree Animals Charity
Oak Tree Farm
Wetheral Shields
Wetheral
CARLISLE
CA4 8JA

Objectives

TO PROMOTE HUMANE BEHAVIOUR TOWARDS ANIMALS BY PROVIDING APPROPRIATE CARE, PROTECTION, TREATMENT AND SECURITY FOR ANIMALS WHICH ARE IN NEED OF CARE AND ATTENTION BY REASON OF SICKNESS, MALTREATMENT, POOR CIRCUMSTANCES, IN PARTICULAR BUT NOT EXCLUSIVELY BY ASSESSING, REHABILITATING AND REHOMING SUCH ANIMALS AND TO EDUCATE THE PUBLIC IN MATTERS PERTAINING TO ANIMAL WELFARE IN GENERAL AND THE PREVENTION OF CRUELTY AND SUFFERING AMONG ANIMALS.

Data Sources

Charity Commission for England and Wales
360 Giving
Charizone

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