Hearts of Oak - The Barnet Special Education Foundation Trust — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 10 August 2006
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £43,345
Latest expenditure: £19,490
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: OAK LODGE SCHOOL, HEATH VIEW, LONDON, N2 0QY

Website recorded by the regulator: https://www.hearts-of-oak.org/ (displayed as text)

02 Activities

What the charity does

We are a registered charity formed by parents, governors and teachers of Oak Lodge, Oak Bridge and The Windmill schools, London. Our aim is to advance the education of pupils through the provision of facilities, opportunites and real-life experiences not provided by statutory authorities.

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: 11 December 2025
Date Accounts Received: 11 December 2025
Total Gross Income: £43,345
Total Gross Expenditure: £19,490

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: 11 December 2024
Total Gross Income: £24,651
Total Gross Expenditure: £30,124

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: 9 October 2023
Total Gross Income: £13,436
Total Gross Expenditure: £36,724

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: 5 October 2022
Total Gross Income: £24,980
Total Gross Expenditure: £25,756

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: 6 July 2021
Total Gross Income: £23,471
Total Gross Expenditure: £13,940

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: 11 December 2025
Total Gross Income: £43,345
Total Gross Expenditure: £19,490
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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
Count Volunteers: 5

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: 11 December 2024
Total Gross Income: £24,651
Total Gross Expenditure: £30,124
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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
Count Volunteers: 5

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: 9 October 2023
Total Gross Income: £13,436
Total Gross Expenditure: £36,724
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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
Count Volunteers: 4

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: 5 October 2022
Total Gross Income: £24,980
Total Gross Expenditure: £25,756
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 3

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: 6 July 2021
Total Gross Income: £23,471
Total Gross Expenditure: £13,940
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 2

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout London
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 303
Classification Type: How
Classification Description: Provides Other Finance

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

07 Official extract

Charity Event History

Charity Name: Hearts of Oak - The Barnet Special Education Foundation Trust
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2006-08-10T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED ON 6 JULY 2006 as amended on 24 Sept 2024 as amended on 15 Dec 2025
Charitable Objects: The object of the Trust shall be to advance the education of pupils attending Oak Lodge School, London N2 0QY, Oakbridge Special Education and The Windmill School, by the provision of facilities and equipment not normally provided by statutory authorities.
Area Of Benefit: LONDON

09 Official extract

Charity Other Names

Charity Name Id: 403830
Charity Name Type: Working name
Charity Name: HEARTS OF OAK

Charity Name Id: 403847
Charity Name Type: Previous name
Charity Name: HEARTS OF OAK - THE OAK LODGE SCHOOL FOUNDATION TRUST

10 Official extract

Charity Policy

Policy Name: Safeguarding policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Trustee expenses policy and procedures