Finance Score: -1

Governance Score: 9

Support Score: 3

Liabilities <10%: +3
Poor Liquidity: -1
Good Reserves: +1Positive trading contribution: +2;Large legacies income: +1
Multiple Deficits: -2
Fundraising costs high: -5

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +3

Overall GiG Score: 11

OAK TREE ANIMALS' CHARITY

Oak Tree Animals' Charity is at the heart of the community. Helping hundreds of animals each year, we find loving new homes for cats, dogs and horses, promote responsible pet ownership through education and outreach activities and work with individuals who need our support.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
This charity has a robust balance sheet
More than half of total income was derived from trading and fees in the latest year
This charity has received considerable income from legacies in recent years
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

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
31/12/23		£2,395	£2,438	£-42	£629	£2,773	£2,682	13.2	68	262
31/12/22		£2,321	£1,970	£351	£485	£2,728	£2,436	14.8	57	220
31/12/21	*	£1,409	£1,162	£247	£252	£2,447	£2,383	24.6	38	216
31/12/20		£714	£1,000	£-285	£87	£2,096	£2,078	24.9	40	216
31/12/19		£872	£2,593	£-1,721	£88	£2,357	£2,315	10.7	37	106
31/12/18		£810	£822	£-11	£84	£3,974	£3,974	58	30	0
31/12/17		£620	£845	£-226	£77	£3,985	£3,985	56.6	27	0

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Financial Ratios

Fundraising Costs/Relevant Income: 62.7%
Fundraising Costs/Total Spending: 25.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 13.2 months
Net Current Assets/Spending: 4 months
Quick Ratio: 0

Asset Split ?

Balance Sheet History

Established: 8 years

www.oaktreeanimals.org.uk

info@oaktreeanimals.org.uk

01228560082

Charity Commission for England and Wales

Tweets

Listed activities

Animals
Education/Training

GiG Classification

Animal sanctuaries and shelters

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Cumbria, Northumberland, Scotland,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
The General Public/Mankind

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	£29,545
Co-Operative Group	£5,340
Cumbria Community Foundation	£500

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Oak Tree Animals' Charity
£3,637	21/10/2023	We would like to buy recycling bins for the public woodland we manage, to help protect the environment and biodiversity.
Co-Operative Group - Grant to Oak Tree Animals' Charity
£1,704	23/10/2021	We would like to create a parkour obstacle course for dogs and owners to enjoy together. Parkour gives dog owners the opportunity to benefit from this fun activity in a beautiful woodland.
National Lottery Community Fund - A Helping Paw
£9,660	06/08/2021	The funding will be used to expand the project's ‘A Helping Paw’ programme which supports those experiencing domestic violence or homelessness while also finding a temporary placement for their pet so they can be reunited after a safe permanent ....more The funding will be used to expand the project's ‘A Helping Paw’ programme which supports those experiencing domestic violence or homelessness while also finding a temporary placement for their pet so they can be reunited after a safe permanent accommodation can be found for the owner. This aims to keep people safe while reducing isolation and improve wellbeing.
National Lottery Community Fund - Oak Tree Covid Response
£19,885	11/05/2020 6	The funding will provide support for homeless people and their pets during the COVID-19 pandemic. The aim is to provide individuals with the physical and emotional support they need to get back on their feet and into accommodation while temporarily ....more The funding will provide support for homeless people and their pets during the COVID-19 pandemic. The aim is to provide individuals with the physical and emotional support they need to get back on their feet and into accommodation while temporarily taking care of their pets until they in a position to support themselves.
Cumbria Community Foundation - Staff and fuel costs
£500	09/04/2020	Staff and fuel costs
National Lottery Community Fund - A Helping Paw - Community Outreach Programme
£9,992	14/03/2018 12	The group will offer a fostering and advice service to help people who are not in secure circumstances and own a pet to be able to keep their companion. The project aims to help people get back on their feet without the worry of what happens to ....more The group will offer a fostering and advice service to help people who are not in secure circumstances and own a pet to be able to keep their companion. The project aims to help people get back on their feet without the worry of what happens to their pets. Advice will cover affordable ways to keep a pet on a limited budget and advice on neutering.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 34-57

GEORGINA SHEILAGH LOWRY Appointed: 2024, Occupation: Graphic Designer

JULIE MICHELLE HANSEL Appointed: 2023, Occupation: Solicitor

MARTIN SQUIRES Appointed: 2017, Occupation: Veterinary Surgeon

REBECCA ARMSTRONG Appointed: 2024, Occupation: Solicitor

SCOTT WELLS (Chair) Appointed: 2019, Occupation: General Manager

Legal constitution

Charitable company registered in England & Wales on 06/10/2016, number: 1169511
Registered at Companies House on 01/10/2016, number: 10404912

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 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
Investment
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
Trustee expenses policy and procedures
Volunteer management

Filing Record

7 returns made; AR21: 15 days late,

Main office

Oak Tree Animals Charity
Oak Tree Farm
Wetheral Shields
Wetheral
CARLISLE
CA4 8JA

Objectives

TO PROMOTE HUMANE BEHAVIOUR TOWARDS ANIMALS BY PROVIDING APPROPRIATE CARE, PROTECTION, TREATMENT AND SECURITY FOR ANIMALS WHICH ARE IN NEED OF CARE AND ATTENTION BY REASON OF SICKNESS, MALTREATMENT, POOR CIRCUMSTANCES, IN PARTICULAR BUT NOT EXCLUSIVELY BY ASSESSING, REHABILITATING AND REHOMING SUCH ANIMALS AND TO EDUCATE THE PUBLIC IN MATTERS PERTAINING TO ANIMAL WELFARE IN GENERAL AND THE PREVENTION OF CRUELTY AND SUFFERING AMONG ANIMALS.

Data Sources

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