01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 12 January 2005
- Removed
- Not supplied
- Company number supplied
- 05064277
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £1,138,681
- Latest expenditure
- £1,043,288
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Oaktree Family Group, Alver Valley Family Centre, 19 Falcon Meadows Way, GOSPORT, PO13 8AA
Website recorded by the regulator: www.oaktreefamilygroup.co.uk (displayed as text)
02 Activities
What the charity does
Providing quality day care facility for children aged 3 months to 11 years, pre-school care, before/after school and holiday activities. Delivering parent & child group activities, creche and hosting volunteer groups. Hosting health service clinics for Health Visitors and Midwifery services. Providing and facilitating early years training and sensory room experiences for children and carers.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 9 January 2026
- Date Accounts Received
- 9 January 2026
- Total Gross Income
- £1,138,681
- Total Gross Expenditure
- £1,043,288
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 26 September 2024
- Date Accounts Received
- 26 September 2024
- Total Gross Income
- £964,318
- Total Gross Expenditure
- £840,269
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 23 October 2023
- Date Accounts Received
- 23 October 2023
- Total Gross Income
- £793,018
- Total Gross Expenditure
- £774,997
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 1 November 2022
- Date Accounts Received
- 1 November 2022
- Total Gross Income
- £757,666
- Total Gross Expenditure
- £661,874
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 30 September 2021
- Date Accounts Received
- 30 September 2021
- Total Gross Income
- £868,985
- Total Gross Expenditure
- £720,825
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 9 January 2026
- Total Gross Income
- £1,138,681
- Total Gross Expenditure
- £1,043,288
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £8
- Income From Government Grants
- £799,466
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 26 September 2024
- Total Gross Income
- £964,318
- Total Gross Expenditure
- £840,269
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £8
- Income From Government Grants
- £549,824
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 23 October 2023
- Total Gross Income
- £793,018
- Total Gross Expenditure
- £774,997
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £8
- Income From Government Grants
- £435,669
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 2
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 1 November 2022
- Total Gross Income
- £757,666
- Total Gross Expenditure
- £661,874
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £8
- Income From Government Grants
- £447,496
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 1
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 30 September 2021
- Total Gross Income
- £868,985
- Total Gross Expenditure
- £720,825
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £7
- Income From Government Grants
- £669,397
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 1
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 9 January 2026
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1127193
- Income Investments
- 11228
- Income Other
- 260
- Income Total Income And Endowments
- 1138681
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,043,288
- Expenditure Other
- 0
- Expenditure Total
- 1043288
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 3106
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £651,135
- Assets Total Fixed
- 11064
- Assets Own Use
- 11064
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- -1054
- Assets Other Assets
- £708,397
- Assets Total Liabilities
- £67,272
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £651,135
- Creditors One Year Total Current
- 67272
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £683,420
- Funds Endowment
- 0
- Funds Unrestricted
- 569277
- Funds Restricted
- 81858
- Funds Total
- 651135
- Count Employees
- 55
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 26 September 2024
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 953712
- Income Investments
- 8736
- Income Other
- 1870
- Income Total Income And Endowments
- 964318
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £840,269
- Expenditure Other
- 0
- Expenditure Total
- 840269
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 4254
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £559,095
- Assets Total Fixed
- 14417
- Assets Own Use
- 14417
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £603,811
- Assets Total Liabilities
- £59,133
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £559,095
- Creditors One Year Total Current
- 59133
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £569,156
- Funds Endowment
- 0
- Funds Unrestricted
- 474108
- Funds Restricted
- 84987
- Funds Total
- 559095
- Count Employees
- 49
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 23 October 2023
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 790862
- Income Investments
- 1786
- Income Other
- 370
- Income Total Income And Endowments
- 793018
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £774,997
- Expenditure Other
- 0
- Expenditure Total
- 774997
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 5674
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £384,733
- Assets Total Fixed
- 16255
- Assets Own Use
- 16255
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £478,224
- Assets Total Liabilities
- £59,433
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £435,046
- Creditors One Year Total Current
- 59433
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £428,742
- Funds Endowment
- 0
- Funds Unrestricted
- 384733
- Funds Restricted
- 50313
- Funds Total
- 435046
- Count Employees
- 49
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 1 November 2022
- Income Donations And Legacies
- 390
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 756302
- Income Investments
- 42
- Income Other
- 932
- Income Total Income And Endowments
- 757666
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £661,874
- Expenditure Other
- 0
- Expenditure Total
- 661874
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 6959
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 120
- Gain Loss Other
- 0
- Reserves
- £278,822
- Assets Total Fixed
- 21332
- Assets Own Use
- 21332
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £427,811
- Assets Total Liabilities
- £62,118
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £387,025
- Creditors One Year Total Current
- 62118
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £380,418
- Funds Endowment
- 0
- Funds Unrestricted
- 278822
- Funds Restricted
- 108203
- Funds Total
- 387025
- Count Employees
- 46
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 30 September 2021
- Income Donations And Legacies
- 528
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 864505
- Income Investments
- 292
- Income Other
- 3660
- Income Total Income And Endowments
- 868985
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £720,825
- Expenditure Other
- 0
- Expenditure Total
- 720825
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 8614
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -1685
- Gain Loss Other
- 0
- Reserves
- £198,761
- Assets Total Fixed
- 26989
- Assets Own Use
- 26989
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £328,625
- Assets Total Liabilities
- £64,381
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £291,233
- Creditors One Year Total Current
- 64381
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £271,269
- Funds Endowment
- 0
- Funds Unrestricted
- 198761
- Funds Restricted
- 92472
- Funds Total
- 291233
- Count Employees
- 48
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Hampshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 113
- Classification Type
- What
- Classification Description
- Economic/community Development/employment
- Classification Code
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
08 Official extract
Charity Event History
- Charity Name
- OAKTREE FAMILY GROUP LTD
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2005-01-12T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 04/03/2004AS AMENDED BY SPECIAL RESOLUTION(S) DATED 15/07/2009AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 02/11/2012AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 06 SEP 2018
- Charitable Objects
- 3.1 TO WORK WITH PARENTS TO BE. PARENTS AND YOUNG CHILDREN TO:3.1.1 ADVANCE THE EDUCATION, PHYSICAL WELL-BEING AND SOCIAL DEVELOPMENT OF YOUNG CHILDREN: AND3.1.2 RELIEVE POVERTY AND DISTRESS AMONG PARENTS TO BE. PARENTS AND YOUNG CHILDREN IN NEED.
- Area Of Benefit
- GOSPORT, HAMPSHIRE
10 Official extract
Charity Other Names
- Charity Name Id
- 528562
- Charity Name Type
- Previous name
- Charity Name
- ROWNER FAMILY CENTRE
- Charity Name Id
- 437336
- Charity Name Type
- Previous name
- Charity Name
- SURE START ROWNER COMPANY
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Ofsted (Office For Standards In Education)
12 Official extract
Charity Policy
- Policy Name
- Volunteer management
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Social media policy and procedures