OAK TREE FARM RURAL PROJECT LIMITED

Charity Number: 1138396
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Oak Tree Farm provides training and supported occupation for adults with learning disabilities in a rural environment.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £443,760
Total expenditure: £401,722

People

10 Trustee(s)

15 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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

What the charity does:
  • Education/training
  • Disability
Who the charity helps:
  • People With Disabilities
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Staffordshire

Governance

Registration history:
  • 13 October 2010: Standard registration
Organisation type:
Charitable company
Other names:
  • OAK TREE FARM RURAL PROJECT (Working name)
Company number:
07343296 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment 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
Land and property:
This charity owns and/or leases 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Helen Anderson Chair 27 April 2022
THE SANDON WOMENS INSTITUTE (STAFFORDSHIRE)
Received: On time
Stacey Holmes Trustee 19 April 2023
None on record
Jean Pattinson-Evans Trustee 27 April 2022
None on record
Dr Colin Cambell Trustee 28 April 2021
None on record
Angela Thomas Trustee 09 July 2020
None on record
Carol Blurton Trustee 09 July 2020
None on record
Sheila Penfold Trustee 11 July 2013
None on record
DAVID LESLIE FOLKES Trustee
None on record
Simon Lee Mountford Trustee
None on record
ANNE ELIZABETH BIRD Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £591.53k £225.44k £217.19k £391.36k £443.76k
Total expenditure £369.50k £303.91k £268.98k £345.45k £401.72k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £1.00k £5.50k N/A N/A
Income - Donations and legacies £263.84k N/A N/A N/A N/A
Income - Other trading activities £146.70k N/A N/A N/A N/A
Income - Charitable activities £179.21k N/A N/A N/A N/A
Income - Endowments £0 N/A N/A N/A N/A
Income - Investment £1.78k N/A N/A N/A N/A
Income - Other £0 N/A N/A N/A N/A
Income - Legacies £240.00k N/A N/A N/A N/A
Expenditure - Charitable activities £306.68k N/A N/A N/A N/A
Expenditure - Raising funds £62.83k N/A N/A N/A N/A
Expenditure - Governance £0 N/A N/A N/A N/A
Expenditure - Grants institution £0 N/A N/A N/A N/A
Expenditure - Investment management £0 N/A N/A N/A N/A
Expenditure - Other £0 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 19 August 2024 On Time
Accounts and TAR 31 December 2023 19 August 2024 On Time Download Open in new window
Annual return 31 December 2022 25 August 2023 On Time
Accounts and TAR 31 December 2022 25 August 2023 On Time Download Open in new window
Annual return 31 December 2021 09 September 2022 On Time
Accounts and TAR 31 December 2021 09 September 2022 On Time Download Open in new window
Annual return 31 December 2020 23 August 2021 On Time
Accounts and TAR 31 December 2020 23 August 2021 On Time Download Open in new window
Annual return 31 December 2019 30 September 2020 On Time
Accounts and TAR 31 December 2019 30 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 11 AUGUST 2010

Charitable objects

THE SUPPORT OF PEOPLE WITH LEARNING DISABILITIES AND DIFFICULTIES THROUGH ACTIVITIES AND VOCATIONAL TRAINING IN HORTICULTURE, AGRICULTURE, CATERING, POTTERY AND ASSOCIATED RURAL ACTIVITIES.

Area of benefit

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

UNDEFINED. IN PRACTICE, LOCAL

Contact information

Address:
OAK TREE FARM
SANDON ROAD
HILDERSTONE
STONE
ST15 8RT
Phone:
01889505653
Email:
admin@oaktreefarm.uk.net
Website:

www.oaktreefarm.uk.net Open in new window