BritDB

CCEW Charity Commission profile

OAK TREE ANIMALS' CHARITY

Registered charity 1169511 · organisation 5084055

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Overdue
Charity type
Charitable company
Registered
6 October 2016
Removed
Not supplied
Company number supplied
10404912
Financial period
1 January 2024 – 31 December 2024
Latest income
£2,601,277
Latest expenditure
£3,049,340
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Oak Tree Animals Charity, Oak Tree Farm, Wetheral Shields, Wetheral, CARLISLE, CA4 8JA

Website recorded by the regulator: www.oaktreeanimals.org.uk (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
20 December 2025
Date Accounts Received
20 December 2025
Total Gross Income
£2,601,277
Total Gross Expenditure
£3,049,340
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
13 September 2024
Date Accounts Received
13 September 2024
Total Gross Income
£2,395,366
Total Gross Expenditure
£2,437,769
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
22 September 2023
Date Accounts Received
22 September 2023
Total Gross Income
£2,321,307
Total Gross Expenditure
£1,970,470
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
15 November 2022
Date Accounts Received
15 November 2022
Total Gross Income
£1,409,273
Total Gross Expenditure
£1,161,816

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
20 December 2025
Total Gross Income
£2,601,277
Total Gross Expenditure
£3,049,340
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of 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
270
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
13 September 2024
Total Gross Income
£2,395,366
Total Gross Expenditure
£2,437,769
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
262
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
22 September 2023
Total Gross Income
£2,321,307
Total Gross Expenditure
£1,970,470
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
Yes
Charity Agreement Commerical Participator
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
220
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
15 November 2022
Total Gross Income
£1,409,273
Total Gross Expenditure
£1,161,816
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
Yes
Charity Agreement Commerical Participator
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£3
Income From Government Grants
£49,994
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
Yes
Employees Salary Over 60k
No
Count Volunteers
216
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR20
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Due Date
31 October 2021
Ar Received Date
6 September 2021
Total Gross Income
£714,446
Total Gross Expenditure
£999,780
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
Yes
Count Govt Grants
£5
Income From Government Grants
£26,334
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
216

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
20 December 2025
Income Donations And Legacies
797896
Income Other Trading Activities
1722904
Income Charitable Activities
0
Income Investments
13526
Income Other
66951
Income Total Income And Endowments
2601277
Income Legacies
524697
Income Endowments
0
Expenditure Raising Funds
£835,692
Expenditure Charitable Expenditure
£2,213,648
Expenditure Other
0
Expenditure Total
3049340
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
420103
Expenditure Depreciation
93429
Gain Loss Investment
13526
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
12119
Gain Loss Other
0
Reserves
£2,341,791
Assets Total Fixed
1997397
Assets Own Use
1680112
Assets Long Term Investment
317285
Defined Benefit Pension Scheme
0
Assets Other Assets
£637,835
Assets Total Liabilities
£268,376
Assets Current Investment
0
Assets Total Assets And Liabilities
£2,366,856
Creditors One Year Total Current
239041
Creditors Falling Due After One Year
29335
Assets Cash
£276,942
Funds Endowment
0
Funds Unrestricted
2341790
Funds Restricted
25066
Funds Total
2366856
Count Employees
83
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
13 September 2024
Income Donations And Legacies
1007695
Income Other Trading Activities
1379802
Income Charitable Activities
0
Income Investments
7869
Income Other
0
Income Total Income And Endowments
2395366
Income Legacies
676043
Income Endowments
0
Expenditure Raising Funds
£631,608
Expenditure Charitable Expenditure
£1,806,161
Expenditure Other
0
Expenditure Total
2437769
Expenditure Investment Management
2728
Expenditure Grants Institution
0
Expenditure Governance
63308
Expenditure Support Costs
384561
Expenditure Depreciation
78053
Gain Loss Investment
12744
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
75000
Gain Loss Other
0
Reserves
£2,682,385
Assets Total Fixed
1959296
Assets Own Use
1671738
Assets Long Term Investment
287558
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,053,607
Assets Total Liabilities
£239,830
Assets Current Investment
679688
Assets Total Assets And Liabilities
£2,773,073
Creditors One Year Total Current
223240
Creditors Falling Due After One Year
16590
Assets Cash
£100
Funds Endowment
0
Funds Unrestricted
2682385
Funds Restricted
90688
Funds Total
2773073
Count Employees
68
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
22 September 2023
Income Donations And Legacies
1332759
Income Other Trading Activities
980755
Income Charitable Activities
0
Income Investments
7793
Income Other
0
Income Total Income And Endowments
2321307
Income Legacies
1045632
Income Endowments
0
Expenditure Raising Funds
£489,279
Expenditure Charitable Expenditure
£1,481,191
Expenditure Other
0
Expenditure Total
1970470
Expenditure Investment Management
4232
Expenditure Grants Institution
0
Expenditure Governance
43165
Expenditure Support Costs
293274
Expenditure Depreciation
30192
Gain Loss Investment
-69676
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,436,295
Assets Total Fixed
1896858
Assets Own Use
1177321
Assets Long Term Investment
719537
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,023,078
Assets Total Liabilities
£192,204
Assets Current Investment
973533
Assets Total Assets And Liabilities
£2,727,732
Creditors One Year Total Current
164762
Creditors Falling Due After One Year
27442
Assets Cash
£49,545
Funds Endowment
0
Funds Unrestricted
2436295
Funds Restricted
291437
Funds Total
2727732
Count Employees
57
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
15 November 2022
Income Donations And Legacies
1099302
Income Other Trading Activities
296805
Income Charitable Activities
0
Income Investments
13166
Income Other
0
Income Total Income And Endowments
1409273
Income Legacies
814594
Income Endowments
0
Expenditure Raising Funds
£257,766
Expenditure Charitable Expenditure
£904,050
Expenditure Other
0
Expenditure Total
1161816
Expenditure Investment Management
5335
Expenditure Grants Institution
0
Expenditure Governance
12425
Expenditure Support Costs
188835
Expenditure Depreciation
15358
Gain Loss Investment
43062
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£848,462
Assets Total Fixed
1992359
Assets Own Use
1534245
Assets Long Term Investment
458114
Defined Benefit Pension Scheme
0
Assets Other Assets
£592,090
Assets Total Liabilities
£137,878
Assets Current Investment
0
Assets Total Assets And Liabilities
£2,446,571
Creditors One Year Total Current
101207
Creditors Falling Due After One Year
36671
Assets Cash
£355,329
Funds Endowment
0
Funds Unrestricted
2382707
Funds Restricted
63864
Funds Total
2446571
Count Employees
38
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR20
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Due Date
31 October 2021
Ar Received Date
6 September 2021
Income Donations And Legacies
392389
Income Other Trading Activities
110906
Income Charitable Activities
104851
Income Investments
13680
Income Other
92620
Income Total Income And Endowments
714446
Income Legacies
256592
Income Endowments
0
Expenditure Raising Funds
£93,713
Expenditure Charitable Expenditure
£906,067
Expenditure Other
0
Expenditure Total
999780
Expenditure Investment Management
6519
Expenditure Grants Institution
0
Expenditure Governance
122381
Expenditure Support Costs
872000
Expenditure Depreciation
48990
Gain Loss Investment
16566
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£606,725
Assets Total Fixed
2009380
Assets Own Use
1471692
Assets Long Term Investment
537688
Defined Benefit Pension Scheme
0
Assets Other Assets
£228,397
Assets Total Liabilities
£141,725
Assets Current Investment
20762
Assets Total Assets And Liabilities
£2,096,052
Creditors One Year Total Current
94860
Creditors Falling Due After One Year
46865
Assets Cash
£154,075
Funds Endowment
0
Funds Unrestricted
2078417
Funds Restricted
17635
Funds Total
2096052
Count Employees
40
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Country
Geographic Area Description
Scotland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Cumbria
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Northumberland
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
111
Classification Type
What
Classification Description
Animals

08 Official extract

Charity Event History

Charity Name
OAK TREE ANIMALS' CHARITY
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2016-10-06T00:00:00
Charity Name
OAK TREE ANIMALS' CHARITY
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2024-11-19T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
297576
Assoc Registered Charity Number
297576
Assoc Charity Name
THE SUSSEX HORSE RESCUE TRUST
Charity Name
OAK TREE ANIMALS' CHARITY
Charity Event Order
4
Event Type
Asset transfer in
Date Of Event
2024-11-19T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
297576
Assoc Registered Charity Number
297576
Assoc Charity Name
THE SUSSEX HORSE RESCUE TRUST
Charity Name
OAK TREE ANIMALS' CHARITY
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2017-09-04T00:00:00
Assoc Organisation Number
280700
Assoc Registered Charity Number
280700
Assoc Charity Name
THE NATIONAL EQUINE (AND SMALLER ANIMALS) DEFENCE LEAGUE INC ANIMALS REFUGE; HORSE PROTECTION SOCIETY; PIT PONY LEAGUE & THE ANTI- BEARING REIN ASSOC

09 Official extract

Charity Governing Document

Governing Document Description
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.

10 Official extract

Charity Other Names

Charity Name Id
576481
Charity Name Type
Working name
Charity Name
THE NATIONAL EQUINE (AND SMALLER ANIMALS) DEFENCE LEAGUE
Charity Name Id
576480
Charity Name Type
Working name
Charity Name
ANIMALS' REFUGE

11 Official extract

Charity Policy

Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Paying staff
Policy Name
Investment
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Conflicting interests
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Volunteer management
Policy Name
Risk management
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Complaints handling
Policy Name
Social media policy and procedures