OAKLEAF ENTERPRISE
Provides sheltered workshops, skills training and counselling for persons with mental and physical health difficulties. Also tries to place them in gainful employment.
Financial health, per its FY2025 accounts
The accounts state that Oakleaf Enterprise reported a net deficit of £114,906 for the year ended 31 March 2025, resulting in total unrestricted reserves of £269,689. The Trustees have adopted a reserves policy target of four months of unrestricted expenditure plus a £125,000 provision for a premises move, and note that unrestricted reserves are currently below this specific policy target. Per the trustees' report, the charity is reliant on grant funding and donations, which are hard to predict, but the auditor confirmed there are no material uncertainties regarding its ability to continue as a going concern.
What the accounts disclose
“grants from Government, trusts, foundations and other bodies £0.554M” — page 9
“the Trustees consider that the most appropriate policy is to maintain reserves of four months of unrestricted expenditure together with a provision of £125,000 to cover the cost of a premises move that is expected to take place in the next twelve to eighteen months.”
“One grant (2024 - none) for £938 was received from Surrey County Council as a result of a Trustee nomination (2024 - £nil). ” — page 32
“Oakleaf Enterprise has a subsidiary Oakleaf Enterprise Trading Limited (Company No. 10128893). This Subsidiary was incorporated in 2016 and has been dormant ever since incorporation.” — page 12
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (31/07/2024)
Trustees
- James William Kindell
- Jonathan Pepper
- Lorraine Andrews
- Mark Harrison
- Philip Bevan
- Richard Maybury
- Robert Michael LLoyd
- Stephen Michell
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.3m | £1.1m |
| 31/03/2024 | £974k | £1.1m |
| 31/03/2023 | £1.1m | £1.0m |
| 31/03/2022 | £870k | £894k |
| 31/03/2021 | £968k | £729k |
Common questions
Is OAKLEAF ENTERPRISE financially healthy?
Per its FY2025 accounts: The accounts state that Oakleaf Enterprise reported a net deficit of £114,906 for the year ended 31 March 2025, resulting in total unrestricted reserves of £269,689. The Trustees have adopted a reserves policy target of four months of unrestricted expenditure plus a £125,000 provision for a premises move, and note that unrestricted reserves are currently below this specific policy target. Per the trustees' report, the charity is reliant on grant funding and donations, which are hard to predict, but the auditor confirmed there are no material uncertainties regarding its ability to continue as a going concern. Its FY2025 accounts were audited by Moore (South) LLP.
Who funds OAKLEAF ENTERPRISE?
Funders whose own accounts filings name OAKLEAF ENTERPRISE as a grant recipient include Royal Surrey Charity, GUILDFORD LIONS CLUB (CIO), ZURICH COMMUNITY TRUST (UK) LIMITED, THE LOCKWOOD CHARITABLE FOUNDATION, THE EDWARD GOSTLING FOUNDATION.
Known funders
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 24/04/2025 | £20k | Counselling for All |
| The National Lottery Community Fund | 31/01/2024 | £627k | Partnership Path to Success |
| The National Lottery Community Fund | 05/01/2024 | £19k | Counselling for All |
| The National Lottery Community Fund | 06/01/2023 | £4k | Cost of living project |
| The National Lottery Community Fund | 14/04/2022 | £4k | Jubilee Celebration! |
| The National Lottery Community Fund | 29/07/2021 | £9k | Mental Health Support |
| The National Lottery Community Fund | 27/01/2021 | £340k | Pathways to Work |
| UK government | 17/07/2020 | £27k | Coronavirus Community Support Fund |
| Sport England | 20/05/2020 | £2k | COVID-19 CEF |
| The National Lottery Community Fund | 15/05/2020 | £10k | Oakleaf's COVID-19 crisis response |
| The National Lottery Community Fund | 23/03/2020 | £7k | Out at Oakleaf - LGBTQ+ Mental Health Support |
| The National Lottery Community Fund | 04/02/2020 | £530 | Summer celebration |
| The National Lottery Community Fund | 24/01/2019 | £10k | Inspiration for Tomorrow ? IT refit |
| The National Lottery Community Fund | 25/09/2015 | £324k | Reach Out for Well-being |
| The National Lottery Community Fund | 25/06/2014 | £4k | 'Make Do' - re-equipping our upholstery department |
| The National Lottery Community Fund | 19/01/2012 | £309k | Oakleaf: Empowerment Education Employment |
| The National Lottery Community Fund | 28/03/2007 | £5k | Barrier Busters Training |
| The National Lottery Community Fund | 21/10/2005 | £5k | Additional computer equipment |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE BEATRICE LAING TRUST | 1 | £65k |
| THE FORBES CHARITABLE FOUNDATION | 1 | £50k |
| THE BAILY THOMAS CHARITABLE FUND | 1 | £30k |
| THE ARCHER TRUST | 1 | £6k |
| THE NORTHWICK TRUST | 1 | £5k |
| THE CLOVER TRUST | 1 | £3k |
| THE HOLEHIRD TRUST | 1 | £2k |
| NORTHAMPTONSHIRE COMMUNITY FOUNDATION | 1 | £1k |
Charities like this
- THE OAKLEA TRUST
- OAKFIELD (EASTON MAUDIT) LIMITED
- LEAF - LOCALLY ENCOURAGING ALL TO FLOURISH
- OSEL ENTERPRISES LIMITED
- OAKTREE FAMILY GROUP LTD
- GRACE ENTERPRISES NOTTINGHAM LTD
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| OAKLEAF ENTERPRISE | £1.3m | — | 0 | unclear | — | no doubt |
| THE OAKLEA TRUST | £10.7m | £70,001 - £80,000 | 2 | unclear | — | no doubt |
| OAKFIELD (EASTON MAUDIT) LIMITED | £2.8m | — | 0 | unclear | — | no doubt |
| LEAF - LOCALLY ENCOURAGING ALL TO FLOURISH | £245k | — | 0 | unclear | — | no doubt |
| OSEL ENTERPRISES LIMITED | £1.4m | — | 0 | above | — | no doubt |
| OAKTREE FAMILY GROUP LTD | £1.1m | — | — | unclear | — | noted |