Finance Score: -5

Governance Score: 3

Support Score: 1

Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: -1

HEARTS OF OAK - THE OAK LODGE SCHOOL FOUNDATION TRUST

We are a registered charity formed by parents, governors and teachers of Oak Lodge, Oak Bridge and The Windmill schools, London. Our aim is to advance the education of pupils through the provision of facilities, opportunites and real-life experiences not provided by statutory authorities.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years 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
31/03/23		£13	£37	£-23	n/a	n/a	n/a	n/a	n/a	4
31/03/22		£25	£26	£-1	n/a	n/a	n/a	n/a	n/a	3
31/03/21		£23	£14	£10	n/a	n/a	n/a	n/a	n/a	2
31/03/20		£9	£21	£-12	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£44	£32	£12	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£18	£48	£-30	£0	£0	£0	n/a	0	0
31/03/17		£77	£27	£50	£0	£0	£0	n/a	0	0
31/03/16		£21	£43	£-22	£0	£0	£0	n/a	0	0
31/03/15		£19	£15	£3	£0	£0	£0	n/a	0	0
31/03/14		£38	£43	£-5	£0	£0	£0	n/a	0	0
31/03/13	*	£15	£6	£9	£0	£0	£0	n/a	0	0
01/04/12		£15	£13	£2	£0	£0	£0	n/a	0	0
01/04/11	*	£17	£47	£-30	£0	£0	£0	n/a	0	0
01/04/10	*	£31	£15	£16	£0	£0	£0	n/a	0	0
01/04/09	*	£103	£43	£60	£0	£0	£0	n/a	0	0
01/04/08		£34	£27	£7	£0	£0	£0	n/a	0	0
01/04/07		£31	£6	£25	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 18 years

https://www.hearts-of-oak.org/

info@oaklodgeschool.org

02084446711

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training

GiG Classification

Other education services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides other finance
Provides services

Where it operates

Throughout London,

Who it helps

Children/Young People
People With Disabilities

Who works here?

Unknown number of employees
4 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.

Specific Donations

Amount	When Months	To be used for
City Bridge Trust - Grant to Hearts of Oak
£4,500	13/04/2020	A grant of £4,500 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 (3)

Current Trustees appointed

Gender Split

LYNDA WALKER

RICHARD WEISFELD (Chair) Appointed: 2019

SALLY MARY ADAMS Appointed: 2024

Legal constitution

Charity registered in England & Wales on 10/08/2006, number: 1115755

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
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
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

17 returns made; AR13: 154 days late, AR11: 245 days late, AR10: 1 days late, AR09: 44 days late,

Main office

OAK LODGE SCHOOL
HEATH VIEW
LONDON
N2 0QY

Objectives

TO ADVANCE THE EDUCATION OF PUPILS ATTENDING OAK LODGE SCHOOL LONDON N2 ENGLAND BY THE PROVISION OF FACILITIES AND EQUIPMENT NOT NORMALLY PROVIDED BY STATUTORY AUTHORITIES

Defined Area of Benefit:

LONDON

Data Sources