01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 31 March 2016
- Removed
- Not supplied
- Company number supplied
- 09818693
- Financial period
- 1 July 2024 – 30 June 2025
- Latest income
- £64,305
- Latest expenditure
- £20,261
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: C/O Westlands, Whitebread Lane, Beckley, RYE, TN31 6TY
Website recorded by the regulator: www.oaktreehomestrust.org (displayed as text)
02 Activities
What the charity does
The charity provides independent living to the owners and tenants and offers additional services such as domestic help when required. It operates in the South East of England and has three trustees who are all involved in the operation of the trust.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 April 2026
- Date Annual Return Received
- 31 March 2026
- Date Accounts Received
- 31 March 2026
- Total Gross Income
- £64,305
- Total Gross Expenditure
- £20,261
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 April 2025
- Date Annual Return Received
- 1 April 2025
- Date Accounts Received
- 1 April 2025
- Total Gross Income
- £55,412
- Total Gross Expenditure
- £18,796
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 April 2024
- Date Annual Return Received
- 2 April 2024
- Date Accounts Received
- 2 April 2024
- Total Gross Income
- £83,310
- Total Gross Expenditure
- £15,633
- Fin Period Start Date
- 1 November 2021
- Fin Period End Date
- 30 June 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 April 2023
- Date Annual Return Received
- 29 March 2023
- Date Accounts Received
- 29 March 2023
- Total Gross Income
- £71,195
- Total Gross Expenditure
- £12,890
- Fin Period Start Date
- 1 November 2020
- Fin Period End Date
- 31 October 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 August 2022
- Date Annual Return Received
- 31 August 2022
- Date Accounts Received
- 31 August 2022
- Total Gross Income
- £633,555
- Total Gross Expenditure
- £21,783
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 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Due Date
- 30 April 2026
- Ar Received Date
- 31 March 2026
- Total Gross Income
- £64,305
- Total Gross Expenditure
- £20,261
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Due Date
- 30 April 2025
- Ar Received Date
- 1 April 2025
- Total Gross Income
- £55,412
- Total Gross Expenditure
- £18,796
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Due Date
- 30 April 2024
- Ar Received Date
- 2 April 2024
- Total Gross Income
- £83,310
- Total Gross Expenditure
- £15,633
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 November 2021
- Fin Period End Date
- 30 June 2022
- Ar Due Date
- 30 April 2023
- Ar Received Date
- 29 March 2023
- Total Gross Income
- £71,195
- Total Gross Expenditure
- £12,890
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 November 2020
- Fin Period End Date
- 31 October 2021
- Ar Due Date
- 31 August 2022
- Ar Received Date
- 31 August 2022
- Total Gross Income
- £633,555
- Total Gross Expenditure
- £21,783
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- 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
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 November 2020
- Fin Period End Date
- 31 October 2021
- Ar Due Date
- 31 August 2022
- Ar Received Date
- 31 August 2022
- Income Donations And Legacies
- 613093
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 20462
- Income Investments
- 0
- Income Other
- 318004
- Income Total Income And Endowments
- 951559
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £9,841
- Expenditure Charitable Expenditure
- £11,942
- Expenditure Other
- 0
- Expenditure Total
- 21783
- Expenditure Investment Management
- 1884
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 11942
- Expenditure Support Costs
- 8164
- Expenditure Depreciation
- 3778
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 201842
- Gain Loss Other
- 116162
- Reserves
- £1,454,881
- Assets Total Fixed
- 1152098
- Assets Own Use
- 19454
- Assets Long Term Investment
- 1132644
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £353,983
- Assets Total Liabilities
- £51,200
- Assets Current Investment
- 295307
- Assets Total Assets And Liabilities
- £1,454,881
- Creditors One Year Total Current
- 50700
- Creditors Falling Due After One Year
- 500
- Assets Cash
- £35,261
- Funds Endowment
- 0
- Funds Unrestricted
- 1454881
- Funds Restricted
- 0
- Funds Total
- 1454881
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 108
- Classification Type
- What
- Classification Description
- Religious Activities
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
08 Official extract
Charity Event History
- Charity Name
- OAK TREE HOMES TRUST
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2018-06-11T00:00:00
- Reason
- Funds transferred (incor)
- Assoc Organisation Number
- 4045898
- Assoc Registered Charity Number
- 1134646
- Assoc Charity Name
- THE OAK TREE HOMES TRUST
- Charity Name
- OAK TREE HOMES TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2016-03-31T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 09 OCT 2015
- Charitable Objects
- 6.1 THE CHARITY'S OBJECT ("THE OBJECT") WHICH IS FOR THE PUBLIC BENEFIT IS THE ADVANCEMENT OF THE CHRISTIAN FAITH IN ACCORDANCE WITH THE STATEMENT OF DOCTRINE AS SET OUT IN CLAUSE 8 HEREIN AS ADOPTED BY THE TRUSTEES AND AMENDED FROM TIME TO TIME BY THE PROVISION OF RESIDENTIAL ACCOMMODATION AND ASSISTED LIVING FOR ELDERLY PEOPLE WITHIN ENGLAND AND WALES AND TO ANY OTHER CHARITABLE OBJECTIVE THAT IS NOT INCONSISTENT WITH THAT PURPOSE. 6.2 THE OBJECT IS TO BE CARRIED OUT IS AN EXPRESSION OF THE BELIEFS SET OUT IN CLAUSE 8 HEREIN.
10 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
11 Official extract
Charity Policy
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Risk management
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Serious incident reporting policy and procedures