Overall GiG Score: 17 ?
Finance Score: 0
Governance Score: 6
Support Score: 11
    • Good trustee age range: +3
    • Dynamic board: +3
    • Grant maker support: +11

    OAKLEAF ENTERPRISE 

    Provides sheltered workshops, skills training and counselling for persons with mental and physical health difficulties. Also tries to place them in gainful employment.
    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 a Community Foundation
    • The Board appears to be well diversified in terms of age and dynamic in terms of composition
    Established: 27 years

    oakleaf-enterprise.org

    clivestone@oakleaf-enterprise.org

    01483303649

    Charity Commission for England and WalesCompanies HouseFacebookInstagramX
    UN SDGs
    ?

    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£1,076£1,017£60£145£502£4144.94232
    31/03/22£870£894£-24£142£447£3664.93525
    31/03/21£968£729£239£0£458£3716.13035
    31/03/20£802£706£96£119£219£1612.72845
    31/03/19£681£765£-84£103£123£540.92950
    31/03/18£720£680£41£67£206£1302.3280
    31/03/17£689£603£86£84£166£881.7300
    31/03/16£478£551£-73£0£0£0n/a00
    31/03/15£560£511£49£50£152£1172.7160
    31/03/14£485£441£44£0£0£0n/a00
    31/03/13£349£453£-103£0£0£0n/a00
    31/03/12£495£455£40£0£0£0n/a00
    31/03/11£499£409£90£0£0£0n/a00
    31/03/10£448£409£39£0£0£0n/a00
    31/03/09£406£442£-36£0£0£0n/a00
    31/03/08£336£443£-107£0£0£0n/a00
    31/03/07£438£450£-12£0£0£0n/a00
    31/03/06£450£441£10£0£0£0n/a00
    31/03/05£365£378£-13£0£0£0n/a00
    31/03/04£318£310£8£0£0£0n/a00

    Financial Ratios
    Fundraising Costs/Relevant Income: 15%
    Fundraising Costs/Total Spending: 14.3%
    Senior Staff Costs/Total Spending: 8%
    Highest pay band: £60,000-£70,000
    Liabilities/Assets: 22%
    Liabilities/Income: 13%
    Unrestricted Funds/Total Funds: 82%
    Reserves/Spending: 4.9 months
    Net Current Assets/Spending: 3 months
    Quick Ratio: 2.5
    Asset Split ?
    What it does
    • Disability
    • Economic/Community Development/Employment
    • Education/Training
    Who works here?
    • 42 employees
    • 32 volunteers
    Who it helps
    • People With Disabilities
    How it operates
    • Provides advocacy/advice/information
    • Provides buildings/facilities/open space
    • Provides services
    Where it operates
    • Surrey,

    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.

    Major supporters in last 5 years
    National Lottery Community Fund£374,921
    Community Foundation for Surrey£170,374
    Garfield Weston Foundation£75,000
    Henry Smith Charity£61,500
    Lloyds Bank Foundation£61,190
    DCMS£26,500
    Wates Foundation£20,000
    Specific Donations
    Amount When
    Months
    To be used for
    National Lottery Community Fund - Cost of living project
    £3,835 06/01/2023
    The funding will be used to deliver social sessions including meals for people experiencing mental health challenges. The project aims to support people's wellbeing and address the impact of the ....more
    Lloyds Bank Foundation - One off gift towards cost of living crisis to Oakleaf Enterprise
    £2,250 14/12/2022
    One off gift to support with the cost of living crisis
    Community Foundation for Surrey - Virtual Wellbeing co-ordinator
    £2,000 02/11/2022
    Funding towards salary costs to provide virtual support for adults with mental health needs.
    Community Foundation for Surrey - Support for young people with mental health conditions to move towards work
    £2,000 22/07/2022
    Support for young adults with mental or physical health conditions to move towards work.
    Community Foundation for Surrey - Oakleaf's Youth Focus
    £24,000 11/07/2022
    Funding for a day-time support service for young people with mental health needs
    Lloyds Bank Foundation - Grant to Oakleaf Enterprise
    £50,000 10/06/2022
    24
    Unrestricted grant over two years towards the core costs of Oakleaf Enterprise
    National Lottery Community Fund - Jubilee Celebration!
    £4,400 14/04/2022
    The funding will be used to deliver a celebratory event for its clients marking not only the year of the Queen’s Platinum Jubilee but also Oakleaf’s 25th year as a registered charity. The project ....more
    Sir Jules Thorn Charitable Trust - Oakleaf Enterprise - 06/01/22
    £2,000 27/01/2022
    Core Funding
    Community Foundation for Surrey - BAME at Oakleaf
    £3,600 08/11/2021
    11
    Funding towards a weekly group to help those in the B.A.M.E. community with their mental health, by an organisation based in Guildford.
    Garfield Weston Foundation - Main Grants award
    £25,000 05/11/2021
    Core funding
    Co-Operative Group - Grant to Oakleaf
    £3,811 23/10/2021
    We will be able to continue to fund our thriving choir for another year. We meet weekly and support vulnerable local people in Surrey who suffer from mental ill-health.
    Community Foundation for Surrey - Youth Safe Haven
    £10,000 19/10/2021
    5
    Funding toward a pilot project, for drop-in sessions for young people to talk about and improve their mental health, by an organisation based in Guildford.
    WCIT Charity - Grant to Oakleaf Enterprise
    £3,550 03/09/2021
    Funding for IT to provide work-related IT training for adults with mental health conditions.
    National Lottery Community Fund - Mental Health Support
    £9,360 29/07/2021
    The funding will be used to expand the organisation's counselling service for people with mental health issues. The project aims to address increased demand which has been caused by the Covid-19 ....more
    Community Foundation for Surrey - Support for young adults with mental conditions to move towards work.
    £3,000 22/07/2021
    Support for young adults with mental or physical health conditions to move towards work.
    Community Foundation for Surrey - Funding to enable an established mental health charity to offered continued support to people within the Surrey Heartlands area amid the Coronavirus pandemic
    £49,656 28/06/2021
    23
    Funding to enable an established mental health charity to offered continued support to people within the Surrey Heartlands area amid the Coronavirus pandemic
    National Lottery Community Fund - Pathways to Work
    £340,000 27/01/2021
    36
    This funding will support vulnerable people experiencing mental health problems to improve and maintain their mental health overcome barriers to reintegrate into society and to return to the ....more
    The Leathersellers' Company Charitable Fund - Grant to Oakleaf Enterprise
    £7,500 07/12/2020
    12
    Covid additional main grant unrestricted core costs
    Community Foundation for Surrey - Business Manager post
    £20,000 07/10/2020
    5
    To increase capacity at Oakleaf by funding salary for new Business Manager position to run and develop current and new social enterprises.
    Community Foundation for Surrey - COVID19 - Mental Wellbeing
    £25,000 03/09/2020
    11
    Funding towards salary costs for the Clients Services Team, supporting adults with mental health needs amid the Coronavirus pandemic
    Henry Smith Charity - Grant to Oakleaf Enterprise
    £61,500 12/08/2020
    36
    towards three years' running costs of a project providing a counselling service for adults experiencing mental health issues in Guildford, Surrey.
    Garfield Weston Foundation - Main Grants award
    £30,000 24/07/2020
    Core funding
    Community Foundation for Surrey - Grant to Oakleaf Enterprise
    £3,000 23/07/2020
    Support for adults with mental and physical difficulties in finding and securing work.
    Lloyds Bank Foundation - Variation grant to Oakleaf Enterprise
    £8,940 23/07/2020
    Grant to Oakleaf Enterprise meeting the additional costs of adapting services, premises or implementing other safety measures in response to the Covid pandemic.
    DCMS - Coronavirus Community Support Fund
    £26,500 17/07/2020
    "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
    The Clothworkers Foundation - Grant to Oakleaf Enterprise
    £2,930 11/06/2020
    COVID19 : Purchase equipment for a charity that supports mental health disability or illness in Surrey
    Community Foundation for Surrey - COVID19 - Mental Wellbeing
    £5,000 11/06/2020
    Funding towards the Client Service Outreacher Worker supporting people experiencing mental ill-health and isolation during the COVID-19 lockdown
    National Lottery Community Fund - Oakleaf's COVID-19 crisis response
    £10,000 15/05/2020
    1
    The organisation will use funding to expand its current support available to over 300 adults with mental ill-health to meet increased demand due to coronavirus. Support will take place remotely via ....more
    CAF - Grant to Oakleaf Enterprise
    £8,000 15/04/2020
    3
    Grant to Oakleaf Enterprise to support the organisation through COVID19
    Community Foundation for Surrey - Covid 19 Response - Mental wellbeing
    £5,000 01/04/2020
    Delivery costs to support people with mental health problems during the Covid-19 crisis, using new remote methods
    Community Foundation for Surrey - Counselling at Oakleaf
    £10,000 31/03/2020
    11
    Funding towards the salary cost of a Counselling Co-ordinator for a mental health charity based in Guildford.
    National Lottery Community Fund - Out at Oakleaf - LGBTQ+ Mental Health Support
    £7,326 23/03/2020
    12
    The funding will be used to provide support and mindfulness activities for people from the LGBTQ community who are experiencing mental health problems. The project aims to bring people together and ....more
    Community Foundation for Surrey - Our Time
    £8,118 03/02/2020
    10
    Our Time - personal development course for women suffering mental ill-health
    Garfield Weston Foundation - Main Grants award
    £20,000 08/05/2019
    Oakleaf
    Wates Foundation - Oakleaf Enterprise
    £20,000 07/05/2019
    The outputs will involve the training of approximately 30 clients in the vocational skills needed to gain upholstery qualifications. Most will attend their upholstery training on one or two full days ....more
    National Lottery Community Fund - Inspiration for Tomorrow ? IT refit
    £9,841 24/01/2019
    12
    The organisation will use the funding to improve the IT equipment to help people, particularly those with disabilities and mental ill health, continue to find work and gain skills.
    Lloyds Bank Foundation - Grant to Oakleaf Enterprise
    £63,952 18/10/2018
    36
    Oakleaf Enterprises is requesting funding towards the salary of its IT Trainer providing IT training to people with mental health issues as part of its wider holistic and vocational support programmes
    Community Foundation for Surrey - Everyman choir
    £15,000 13/04/2018
    23
    Everyman Choir for vulnerable local men, particularly those suffering mental ill-health.
    Community Foundation for Surrey - Everyman choir
    £5,000 09/03/2018
    23
    Everyman Choir for vulnerable local men, particularly those suffering mental ill-health.
    The Leathersellers' Company Charitable Fund - Grant to Oakleaf Enterprise
    £9,000 07/12/2017
    Main Grant unrestricted core costs
    National Lottery Community Fund - Reach Out for Well-being
    £324,090 25/09/2015
    35
    The funding will be used to develop this project supporting adults experiencing mental ill-health in Guildford, Waverley and Surrey Heath. A comprehensive programme of wellbeing and engagement ....more
    Lloyds Bank Foundation - Grant to Oakleaf Enterprise Ltd
    £28,000 29/05/2014
    The charity provides training and employment support to people with mental ill health. The funding will support their Upholstery Project and will enable people to gain work experience and ....more
    National Lottery Community Fund - Oakleaf: Empowerment Education Employment
    £309,090 19/01/2012
    36
    Oakleaf Enterprise Ltd aims to improve the social integration and work prospects of people with mental health needs in Guildford. It will allow beneficiaries to develop the confidence to lead ....more
    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: 48-70
    Legal constitution
    • Charitable company registered in England & Wales on 22/09/1997, number: 1064524
    • Registered at Companies House on 18/06/1997, number: 03388671
    Gift Aid
    • Registered with HMRC for Gift Aid
    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
    • Volunteer management
    Filing Record
    20 returns made; all on time
    Main office

    OAKLEAF ENTERPRISE
    101 WALNUT TREE CLOSE
    GUILDFORD
    GU1 4UQ

    Objectives

    TO RELIEVE AND SUPPORT PERSONS WITH MENTAL AND PHYSICAL HEALTH DIFFICULTIES, INCLUDING THOSE WITH SPECIAL NEEDS, BY THE PROVISION OF A RANGE OF OCCUPATIONAL TRAINING FACILITIES AND COUNSELLING; ANDTO ADVANCE THE EDUCATION OF PERSONS WITH MENTAL AND PHYSICAL HEALTH DIFFICULTIES BY THE PROVISION OF VOCATIONAL SKILLS TRAINING.

    Defined Area of Benefit:

    SURREY

    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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