OAKLEAF ENTERPRISE

Registered charity 1064524 · accounts filings on the Charity Commission register · also known as OAKLEAF

Provides sheltered workshops, skills training and counselling for persons with mental and physical health difficulties. Also tries to place them in gainful employment.

Causes: Education/training · Disability · Economic/community Development/employment · website · Get email alerts

Latest income
£1.3m
Latest spending
£1.1m
Registered
1997
Accounts read
FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Grants (42% of income)
“grants from Government, trusts, foundations and other bodies £0.554M” — page 9
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: four months of unrestricted expenditure together with a provision of £125,000 (held: £270k)
“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.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: One grant for £938 was received from Surrey County Council as a result of a Trustee nomination.
“One grant (2024 - none) for £938 was received from Surrey County Council as a result of a Trustee nomination (2024 - £nil). ” — page 32
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Oakleaf Enterprise Trading Limited
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Moore (South) LLP. Discloses 5 of 6 completeness components.

Public fundraising profile: JustGiving — Oakleaf (matched by registered charity number).

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2025)

Total income
£1.3m
Total spending
£1.1m
Cost of raising funds
£189k
Reserves (reported)
£547k
Employees
34

Reported reserves equal ~5.7 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, cost of raising funds: 15.1% of total income — above the median for charities its size (5.2%) (benchmarks).

Register events

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Surrey

Income and spending

Financial year endIncomeSpending
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

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
Royal Surrey CharityFY2023£50kCommunity Grants - NHS Charities Together Community Partnerships Grants Programme
Royal Surrey CharityFY2022£50kNHS Charities Together Community Partnerships Grants Programme
GUILDFORD LIONS CLUB (CIO)FY2025£42k
ZURICH COMMUNITY TRUST (UK) LIMITEDFY2021£35kLocal Grants
THE LOCKWOOD CHARITABLE FOUNDATIONFY2023£25k
THE EDWARD GOSTLING FOUNDATIONFY2025£25kGrant
THE HOBSON CHARITY LIMITEDFY2023£12kMental Health
THE FORRESTER FAMILY TRUSTFY2024£10kTheme of the Year
THE EDWARD GOSTLING FOUNDATIONFY2022£10k
THE BILLMEIR CHARITABLE TRUSTFY2023£7kDonations
THE BRENLEY TRUSTFY2025£6k
THE BORROWS CHARITABLE TRUSTFY2023£6k
THE NINEVEH CHARITABLE TRUSTFY2024£5k
BRITISH HUMANE ASSOCIATIONFY2024£5k
THE MRS SMITH AND MOUNT TRUSTFY2024£5kMount Fund
THE BORROWS CHARITABLE TRUSTFY2022£5k
THE PIXEL FUNDFY2022£5k
THE MRS SMITH AND MOUNT TRUSTFY2023£5kMount Fund - Mental Health
THE WILLIAM ALLEN YOUNG CHARITABLE TRUSTFY2024£5k
SIR JULES THORN CHARITABLE TRUSTFY2025£4kAnn Rylands Small Donations Programme
SANDRA CHARITABLE TRUSTFY2023£3k
SANDRA CHARITABLE TRUSTFY2025£3k
SANDRA CHARITABLE TRUSTFY2024£3kGrant paid or payable
SIR JULES THORN CHARITABLE TRUSTFY2023£3kAnn Rylands Small Donations
SIR JULES THORN CHARITABLE TRUSTFY2024£3k
SANDRA CHARITABLE TRUSTFY2022£3k
THE WILLIAM WATES MEMORIAL TRUSTFY2025£3k
THE BILLMEIR CHARITABLE TRUSTFY2025£3k
THE SIR BERNARD & LADY SCHREIER FOUNDATIONFY2025£3k
THE WILLIAM ALLEN YOUNG CHARITABLE TRUSTFY2025£2k
THE WO STREET CHARITABLE FOUNDATIONFY2022£2k
THE SIR BERNARD & LADY SCHREIER FOUNDATIONFY2023£2k
R G HILLS CHARITABLE TRUSTFY2025£2k
THE SIR BERNARD & LADY SCHREIER FOUNDATIONFY2024£2k
THE NINEVEH CHARITABLE TRUSTFY2025£2k
THE EDGAR E LAWLEY FOUNDATIONFY2022£2k
THE EDGAR E LAWLEY FOUNDATIONFY2023£2k
CHAPMAN CHARITABLE TRUSTFY2023£1k
THE MAGENI TRUSTFY2022£1k
THE BILLMEIR CHARITABLE TRUSTFY2024£1k
PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BRAMLEY, GUILDFORDFY2024£915c-Concert
THE PAROCHIAL CHURCH COUNCIL OF THE ECCESIASTICAL PARISH OF ASHTEADFY2024£702Mental health charity
THE MAGENI TRUSTFY2023£500
GUILDFORD UNITED REFORMED CHURCH CHARITYFY2024£500
GUILDFORD UNITED REFORMED CHURCH CHARITYFY2022£500
GUILDFORD UNITED REFORMED CHURCH CHARITYFY2023£500
THE MAGENI TRUSTFY2024£500
GUILDFORD UNITED REFORMED CHURCH CHARITYFY2025£500Donations and grants
THE PAROCHIAL CHURCH COUNCIL OF THE ECCESIASTICAL PARISH OF ASHTEADFY2023£200Mental health charity
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST NICOLAS GUILDFORDFY2023£70Monthly Good Cause May

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Community Fund24/04/2025£20kCounselling for All
The National Lottery Community Fund31/01/2024£627kPartnership Path to Success
The National Lottery Community Fund05/01/2024£19kCounselling for All
The National Lottery Community Fund06/01/2023£4kCost of living project
The National Lottery Community Fund14/04/2022£4kJubilee Celebration!
The National Lottery Community Fund29/07/2021£9kMental Health Support
The National Lottery Community Fund27/01/2021£340kPathways to Work
UK government17/07/2020£27kCoronavirus Community Support Fund
Sport England20/05/2020£2kCOVID-19 CEF
The National Lottery Community Fund15/05/2020£10kOakleaf's COVID-19 crisis response
The National Lottery Community Fund23/03/2020£7kOut at Oakleaf - LGBTQ+ Mental Health Support
The National Lottery Community Fund04/02/2020£530Summer celebration
The National Lottery Community Fund24/01/2019£10kInspiration for Tomorrow ? IT refit
The National Lottery Community Fund25/09/2015£324kReach Out for Well-being
The National Lottery Community Fund25/06/2014£4k'Make Do' - re-equipping our upholstery department
The National Lottery Community Fund19/01/2012£309kOakleaf: Empowerment Education Employment
The National Lottery Community Fund28/03/2007£5kBarrier Busters Training
The National Lottery Community Fund21/10/2005£5kAdditional computer equipment

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE OAKLEA TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
OAKLEAF ENTERPRISE£1.3m—0unclear—no doubt
THE OAKLEA TRUST FY2025£10.7m£70,001 - £80,0002unclear—no doubt
OAKFIELD (EASTON MAUDIT) LIMITED FY2025£2.8m—0unclear—no doubt
LEAF - LOCALLY ENCOURAGING ALL TO FLOURISH FY2025£245k—0unclear—no doubt
OSEL ENTERPRISES LIMITED FY2025£1.4m—0above—no doubt
OAKTREE FAMILY GROUP LTD FY2025£1.1m——unclear—noted

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.