Finance Score: 2
Governance Score: 6
Support Score: 10
  • Strong growth: +2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Overall weighted support: +10
Overall GiG Score: 18 ?

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:

  • The charity has received backing from multiple prominent grant makers recently
  • There has been strong growth in spending over the last 5 years
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

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
31/03/24£974£1,062£-88£147£442£3453.93820
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
31/03/18£720£680£41£67£206£1302.3280
31/03/17£689£603£86£84£166£881.7300
31/03/16£478£551£-73n/an/an/an/an/an/a
31/03/15£560£511£49£50£152£1172.7160
31/03/14£485£441£44n/an/an/an/an/an/a
31/03/13£349£453£-103n/an/an/an/an/an/a
31/03/12£495£455£40n/an/an/an/an/an/a
31/03/11£499£409£90n/an/an/an/an/an/a
31/03/10£448£409£39n/an/an/an/an/an/a
31/03/09£406£442£-36n/an/an/an/an/an/a
31/03/08£336£443£-107n/an/an/an/an/an/a
31/03/07£438£450£-12n/an/an/an/an/an/a
31/03/06£450£441£10n/an/an/an/an/an/a
31/03/05£365£378£-13n/an/an/an/an/an/a
31/03/04£318£310£8n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 16.4%
Fundraising Costs/Total Spending: 13.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 17%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 78%
Reserves/Spending: 3.9 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2.7
Asset Split ?
Balance Sheet History
Established: 27 years

oakleaf-enterprise.org

clivestone@oakleaf-enterprise.org

01483303649

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
GiG Classification
  • Emotional support, counselling or therapy
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Surrey,
Who it helps
  • People With Disabilities

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£374,921
Community Foundation for Surrey£178,761
Henry Smith Charity£61,500
Lloyds Bank Foundation£61,190
Garfield Weston Foundation£55,000
DCMS£26,500
Specific Donations
Amount When
Months
To be used for
Community Foundation for Surrey - Advice and Support Drop-In
£4,542 08/02/2024
4.8709677419355
Funding for a Guildford based charity to provide a weekly drop in to support people with the cost of living crisis.
Community Foundation for Surrey - Wellbeing Cafe
£3,845 04/01/2024
5.9354838709677
Funding for a wellbeing drop-in cafe for adults with mental health needs.
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 cost-of-living crisis.
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
24
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 aims to benefit people who have been most heavily ....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 pandemic.
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 workplace whenever possible. The group will introduce ....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 operate, thereby reducing the burden on public ....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 telephone and internet. Counselling services and ....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 improve wellbeing.
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 each week.
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 activities will be offered, tailored to individual needs ....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 qualifications.
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 independent and fulfilling lives, while supporting them ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

Age Range of Trustees: 47-71
  • ANGELA GOODWIN Appointed: 2020, Occupation: Borough And County Councillor
  • ANNA BAMPOU Appointed: 2024, Occupation: Counsellor
  • ANTHONY LILLYMAN Appointed: 2022
  • JAMES WILLIAM KINDELL Appointed: 2015, Occupation: Chartered Secretary
  • LORRAINE ANDREWS Appointed: 2017, Occupation: Director
  • MARK HARRISON Appointed: 2019, Occupation: Director
  • PHILIP BEVAN Appointed: 2019, Occupation: Director
  • RICHARD MAYBURY Appointed: 2020, Occupation: Managing Consultant
  • ROBERT MICHAEL LLOYD Appointed: 2023, Occupation: Director
  • STEPHEN MICHELL Appointed: 2022, Occupation: Chartered Surveyor
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
Recent reorganisation events:
  • Asset transfer in from ARABELLA AND JULIAN SMITH FAMILY TRUST on 31/07/2024
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

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