OAK TREE ANIMALS' CHARITY

Charity Number: 1169511
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£2,395,366

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Donations and legacies £1.01m
Charitable activities £0
Other trading activities £1.38m
Investments £7.87k
Other £0

Total expenditure:
£2,437,769

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Raising funds £631.61k
Charitable activities £1.81m
Other £0

£12,744 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £631.61k
Charitable expenditure £1.81m

People

68 Employee(s)

5 Trustee(s)

262 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 has one or more trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Animals
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Cumbria
  • Northumberland
  • Scotland

Governance

Registration history:
  • 06 October 2016: Standard registration
  • 04 September 2017: Funds received from 280700 THE NATIONAL EQUINE (AND SMALLER ANIMALS) DEFENCE ...
  • 19 November 2024: Funds received from 297576 THE SUSSEX HORSE RESCUE TRUST
  • 19 November 2024: Funds received from 297576 THE SUSSEX HORSE RESCUE TRUST
Organisation type:
Charitable company
Other names:
  • ANIMALS' REFUGE (Working name)
  • THE NATIONAL EQUINE (AND SMALLER ANIMALS) DEFENCE LEAGUE (Working name)
Company number:
10404912 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rachel Griffiths Chair 25 March 2025
None on record
Robert Winder Trustee 27 January 2025
None on record
Rebecca Armstrong Trustee 29 February 2024
None on record
Georgina Sheilagh Lowry Trustee 29 February 2024
None on record
Martin Squires Trustee 25 September 2017
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 £872.10k £714.45k £1.41m £2.32m £2.40m
Total expenditure £2.59m £999.78k £1.16m £1.97m £2.44m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £26.33k £49.99k N/A N/A
Income - Donations and legacies £823.62k £392.39k £1.10m £1.33m £1.01m
Income - Other trading activities £31.39k £110.91k £296.81k £980.76k £1.38m
Income - Charitable activities £0 £104.85k £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £17.10k £13.68k £13.17k £7.79k £7.87k
Income - Other £0 £92.62k £0 £0 £0
Income - Legacies £620.17k £256.59k £814.59k £1.05m £676.04k
Expenditure - Charitable activities £845.55k £906.07k £904.05k £1.48m £1.81m
Expenditure - Raising funds £94.61k £93.71k £257.77k £489.28k £631.61k
Expenditure - Governance £139.50k £122.38k £12.43k £43.17k £63.31k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £6.90k £6.52k £5.34k £4.23k £2.73k
Expenditure - Other £1.65m £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £1.49m £1.47m £1.53m £1.18m £1.67m
Long-term investments £691.36k £537.69k £458.11k £719.54k £287.56k
Other assets £252.72k £228.40k £592.09k £1.02m £1.05m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £76.17k £141.73k £137.88k £192.20k £239.83k

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 13 September 2024 On Time
Accounts and TAR 31 December 2023 13 September 2024 On Time Download Open in new window
Annual return 31 December 2022 22 September 2023 On Time
Accounts and TAR 31 December 2022 22 September 2023 On Time Download Open in new window
Annual return 31 December 2021 15 November 2022 15 days late
Accounts and TAR 31 December 2021 15 November 2022 15 days late Download Open in new window
Annual return 31 December 2020 06 September 2021 On Time
Accounts and TAR 31 December 2020 06 September 2021 On Time Download Open in new window
Annual return 31 December 2019 14 September 2020 On Time
Accounts and TAR 31 December 2019 14 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 INCORPORATED 01 OCT 2016 as amended on 20 Apr 2018

Charitable objects

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.

Contact information

Address:
Oak Tree Animals Charity
Oak Tree Farm
Wetheral Shields
Wetheral
CARLISLE
CA4 8JA
Phone:
01228560082
Email:
info@oaktreeanimals.org.uk
Website:

www.oaktreeanimals.org.uk Open in new window