the oaklea trust
Activities & Mission
Supporting children and adults with disabilities
Fundraising
See where The Oaklea Trust is active and find local fundraising opportunities.
Local Authority
Financial Information
Latest Income
£9,915,162
Latest Expenditure
£9,646,122
Financial Efficiency
Program Ratio 97.3%
% of income going directly to charitable activities
Overall Efficiency 100.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 0.0%
Overhead (fundraising + governance) as % of total expenditure
Latest Financial Breakdown
Income Sources
Donations & Legacies £16,086
Charitable Activities £8,958,647
Other Trading £935,671
Investments £0
Other Income £4,758
Expenditure Categories
Charitable Expenditure £9,646,122
Raising Funds £0
Governance £3,000
Grants to Institutions £0
Other Expenditure £0
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £9,915,162 | £9,646,122 | £9,646,122 | £2,042,930 | £2,042,930 | 367 / 11 |
| 2023 | £9,504,282 | £9,162,073 | £8,307,034 | £1,773,890 | £1,773,890 | 374 / 25 |
| 2022 | £9,353,849 | £9,030,258 | £8,063,984 | £1,431,681 | £1,431,681 | 345 / 11 |
| 2021 | £8,714,286 | £8,322,723 | £7,494,917 | £1,108,090 | £1,108,090 | 390 / 3 |
| 2020 | £7,606,957 | £7,532,809 | £6,759,611 | £716,527 | £716,527 | 350 / 1 |
Staff column shows: Employees / Volunteers
Details
Address
Third Floor - East Wing
Station House
Station Road
Kendal
Cumbria
LA9 6ry
Station House
Station Road
Kendal
Cumbria
LA9 6ry
Website
oakleatrust.co.ukRegistration Date
24 April 2002
Status
Registered
Registry Information
Organisation Number
3985592
Charity Number
1091722
Trustees
Linda Adey
Christopher Harris
Maxine Lorraine Denoual
Dr Philip Henry Smith MBE
Dr Robin Jeremy Talbot
Derek Ridgway
Craig Smith
Sectors & Classifications
Also Known As
- THE WATTSFIELD TRUST