THE OAKLEA TRUST

Registered charity 1091722 · accounts filings on the Charity Commission register · also known as THE WATTSFIELD TRUST

Supporting children and adults with disabilities

Causes: Education/training · Disability · Accommodation/housing · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the group ended the year with a small surplus and total unrestricted reserves of £2,214,139. The trustees note that while the income is predictable, the current reserves are equivalent to only 1.3 months of expenditure, which is below the previously stated policy target of two months. The group remains financially robust but is focusing on stability and governance improvements in the near term.

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

What the accounts disclose

Accounts audited by Azets Audit Services. Discloses 5 of 6 completeness components.

Year-over-year changes

• Top pay band moved from £80,000 - £90,000 (FY2024) to £70,001 - £80,000 (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

In the news

Recent coverage mentioning this charity by name (automated match; headlines belong to their publishers).

• Oaklea Trust to investigate possible transformation of former Alston Primary School cumbriacrack.com · 08/07/2019

Corporate structure

• Registered company of the charity Companies House 04416344

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

Leadership, per the charity’s website

• Roisin Burton — Director of Care (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• The Hadfield Trust — “The Hadfield Trust gives grants to charitable organisations in Cumbria. They support community projects that meet the needs of the Cumbrian …” (source page)
• The Forbes Charitable Foundation — “The Forbes Charitable Foundation is a registered charity and distributes funds to help people with a learning disability or to charities sup…” (source page)

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• KILKENNY, Anne Marie — director, appointed 26/11/2025on trustee list
• SMITH, Craig Alan — director, appointed 25/09/2024on trustee list
• RIDGWAY, Derek — director, appointed 03/05/2023on trustee list
• TALBOT, Robin Jeremy, Dr — director, appointed 03/05/2023on trustee list
• DENOUAL, Maxine Lorraine — director, appointed 06/11/2019on trustee list
• ADEY, Linda Jane — director, appointed 08/11/2017on trustee list
• HALL, Jenna Suzanne — secretary, appointed 02/12/2024

Official officers record.

Property (HM Land Registry)

9 registered titles in England and Wales held by the charity’s company or corporate body (6 freehold); recorded price paid £971k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

CQC provider record: The Oaklea Trust — Registered, 13 registered locations, 2 regulated activities, last inspected 09/07/2023.charity number confirmed by CQC CQC record

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

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

Reported reserves equal ~2.5 months of spending — below the median for charities its size (median 4.6 months; benchmarks).

Per its annual return, largest income source: Charitable activities (94% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (3.8%) (benchmarks).

Care Quality Commission ratings

CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).

• Garth Brow (Adult Care Home): Good (14/09/2018) · CQC record
• Yealand Drive (Adult Care Home): Good (12/08/2023) · CQC record
• The Oaklea Trust (Durham & Northumberland): Not Rated · CQC record
• The Oaklea Trust (South Lakes & Furness): Good (10/08/2022) · CQC record

Register events

• Received assets from another charity (29/10/2012) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Anne Marie Kilkenny
• Craig Smith
• Derek Ridgway · trustee of 4 other charities
• Dr Robin Jeremy Talbot
• Linda Adey
• Maxine Lorraine Denoual

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

Operates in: Cumbria · Durham · Lancashire · Northumberland

Income and spending

Common questions

Known funders

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

Government & lottery funding

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

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 OAKLEAF ENTERPRISE.

• OAKLEAF ENTERPRISE income £1.3m
• THE OAKDALE TRUST income £475k
• ORCHARD VALE TRUST LIMITED income £3.2m
• THE OAKES TRUST (SHEFFIELD) income £670k
• OAKHILL EDUCATION TRUST income £1.8m
• THE THREE OAKS TRUST income £584k

Side by side with its peers

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