Finance Score: 0

Governance Score: 0

Support Score: 4

Low unrestricted reserves: -2
Strong growth: +2

Grant maker support: +4

Overall GiG Score: 4

THE OAK FOUNDATION

The organisation is established for charitable purposes and its principal objective is to provide support services to children and young adults with disabilities and their families (within the London Borough of Waltham Forest and its directly neighbouring Boroughs).

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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		£856	£798	£58	£0	£632	£4	0.1	51	5
31/03/22		£603	£528	£75	£0	£574	£3	0.1	54	8
31/03/21		£612	£399	£213	£0	£499	£3	0.1	48	8
31/03/20		£480	£391	£89	n/a	n/a	n/a	n/a	n/a	8
31/03/19		£348	£305	£43	n/a	n/a	n/a	n/a	n/a	8
31/03/18		£352	£296	£56	£0	£0	£0	n/a	0	0
31/03/17	*	£361	£301	£60	£0	£0	£0	n/a	0	0
31/03/16		£262	£248	£14	£0	£0	£0	n/a	0	0
31/03/15		£139	£205	£-66	£0	£0	£0	n/a	0	0
31/03/14		£130	£189	£-59	£0	£0	£0	n/a	0	0
31/03/13		£221	£216	£5	£0	£0	£0	n/a	0	0
31/03/12	*	£272	£202	£70	£0	£0	£0	n/a	0	0
31/03/11		£194	£154	£40	£0	£0	£0	n/a	0	0
31/03/10		£134	£139	£-5	£0	£0	£0	n/a	0	0
31/03/09	*	£136	£141	£-5	£0	£0	£0	n/a	0	0
31/03/08	*	£120	£128	£-8	£0	£0	£0	n/a	0	0
31/03/07	*	£107	£120	£-13	£0	£0	£0	n/a	0	0
31/03/06	*	£106	£132	£-26	£0	£0	£0	n/a	0	0
31/03/05		£114	£125	£-12	£0	£0	£0	n/a	0	0
31/03/04	*	£152	£126	£26	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 1%
Reserves/Spending: 0.1 months
Net Current Assets/Spending: 7 months
Quick Ratio: 46.4

Asset Split ?

Established: 22 years

www.theoakfoundation.org.uk

sahmed@theoakfoundation.org.uk

02085200373

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Barking And Dagenham, Newham, Redbridge, Waltham Forest,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

51 employees
5 volunteers

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

The London Community Foundation	£10,000
DCMS	£10,000
City Bridge Trust	£10,000
CAF	£6,000

Specific Donations

Amount	When Months	To be used for
The London Community Foundation - Grant to The Oak Foundation
£10,000	01/10/2020	Foreseeably, our office remains closed until September as Covid-19 poses higher risks to BAME disabled children and adults. We aim to move active casework and new referrals to remote assessments so ....more Foreseeably, our office remains closed until September as Covid-19 poses higher risks to BAME disabled children and adults. We aim to move active casework and new referrals to remote assessments so staff can advise Carers on benefits, housing, social care, employment and local services available, (translation services provided).
DCMS - VSCE CMC Fund
£10,000	01/10/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
CAF - Grant to The Oak Foundation
£6,000	08/07/2020 3	Grant to The Oak Foundation to support the organisation through COVID19
City Bridge Trust - Grant to The Oak Foundation
£10,000	15/05/2020	A grant of £10,000 to fund the essential and urgent costs outlined in the application, so that the organisation can carry on providing support to Londoners.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

AYANA FAROOQ Appointed: 2022

MUNEEBA KHAWAJA Appointed: 2022

SHAZIA ALI

SALEHA SAJJAD Appointed: 2022

FATIMA HUSSAIN

SAJIDA AHMED (Chair) Appointed: 2003, Occupation: Social Worker, Other trusteeship: SUPPORTING FAMILIES CHARITY,

Legal constitution

Charity registered in England & Wales on 16/07/2002, number: 1092967
Registered at Companies House on 02/04/2003, number: 04720219

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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
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

20 returns made; AR17: 1 days late, AR12: 0 days late, AR09: 5 days late, AR08: 118 days late, AR07: 38 days late, AR06: 33 days late, AR04: 1 days late,

Main office

2A BOUNDARY ROAD
LONDON
E17 8JU

Objectives

THE OAK FOUNDATION IS ESTABLISHED FOR CHARITABLE PURPOSES AND ITS PRINCIPAL OBJECTIVE IS TO PROVIDE SUPPORT SERVICES TO CHILDREN AND YOUNG ADULTS WITH DISABILITIES AND THEIR FAMILIES (WITHIN THE LONDON BOROUGH OF WALTHAM FOREST AND ITS DIRECTLY NEIGHBOURING BOROUGHS).

Defined Area of Benefit:

LONDON BOROUGH OF WALTHAM FOREST AND ITS NEIGHBOURING BOROUGHS.

Data Sources