OAK TREE TRUST

Charity number: 1025957
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

support for Northern Pakistan earthquake area in partnership with Midlands International Muslim Relief with special camps doing cataract operations for free ( did 197 this year(. Also supporting trelawny area of Jamaica in partnership with the charity TORA. Provided medical relief to Gaza hospital. Supplied tents direct to Haiti. Provided water wells and seed growing project in Niger with ADRA

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £19,000
Total expenditure: £17,000

People

5 Trustee(s)

3 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Overseas Aid/famine Relief
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Walsall
  • Haiti
  • India
  • Jamaica
  • Nepal
  • Niger
  • Occupied Palestinian Territories
  • Pakistan
  • Somalia
  • Sudan
  • Syria
  • Zimbabwe

Governance

Registration history:
  • 14 September 1993: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
02843868 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Campaigns and political activity policy and procedures
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DR IAN CHARLES ROBERTSON Chair
NEW HORIZONS COMMUNITY ENTERPRISE
Received: On time
NORTH WALSALL COMMUNITY LINKS
Received: On time
MOHAMMED ASLAM Trustee 23 September 2014
NORTH WALSALL COMMUNITY LINKS
Received: On time
kATHRYN MATVIECHUK Trustee 01 January 2013
None on record
AMY MIDDLEMIST Trustee
None on record
BRIDGET ANNE ROBERTSON Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £54.70k £0 £24.00k £30.00k £19.00k
Total expenditure £35.38k £0 £22.00k £25.50k £17.00k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 02 July 2024 On Time
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 26 September 2023 On Time
Accounts and TAR 31 December 2022 26 September 2023 On Time Download Open in new window
Annual return 31 December 2021 11 August 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 11 May 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 03 September 2020 On Time
Accounts and TAR 31 December 2019 03 September 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 10 AUGUST 1993 AS AMENDED BY SPECIAL RESOLUTION 9TH SEPTEMBER 2000

Charitable objects

TO RELIEVE PERSONS (IN PARTICULAR INFANTS, CHILDREN, YOUNG PERSONS AND THEIR GUARDIANS) WHO ARE IN NEED, HARDSHIP OR DISTRESS AS A RESULT OF LOCAL, NATIONAL OR INTERNATIONAL EVENTS OR BY REASON OF THEIR SOCIAL OR ECONOMIC CIRCUMSTANCES. TO PROMOTE AND PROVIDE MEDICAL AID ASSISTANCE AND FACILITIES FOR THOSE IN ILL HEALTH.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
87 BELVIDERE ROAD
WALSALL
WS1 3AU
Phone:
01922634642
Email:
robertsonic@hotmail.co.uk
Website:

oaktreetrust.blogspot.com