OAKTREE FAMILY GROUP LTD

Registered charity 1107592 · accounts filings on the Charity Commission register · also known as ROWNER FAMILY CENTRE, SURE START ROWNER COMPANY

Providing quality day care facility for children aged 3 months to 11 years, pre-school care, before/after school and holiday activities. Delivering parent & child group activities, creche and hosting volunteer groups. Hosting health service clinics for Health Visitors and Midwifery services. Providing and facilitating early years training and sensory room experiences for children and carers.

Objects

3.1 TO WORK WITH PARENTS TO BE. PARENTS AND YOUNG CHILDREN TO:3.1.1 ADVANCE THE EDUCATION, PHYSICAL WELL-BEING AND SOCIAL DEVELOPMENT OF YOUNG CHILDREN: AND3.1.2 RELIEVE POVERTY AND DISTRESS AMONG PARENTS TO BE. PARENTS AND YOUNG CHILDREN IN NEED.

Area of benefit: GOSPORT, HAMPSHIRE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Economic/community Development/employment · website · Get email alerts

Latest income
£1.1m
Latest spending
£1.0m
Registered
2005
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity's state of affairs is satisfactory and assets are adequate to fulfil obligations. The charity is reliant on continued early years grant funding to support its core services, though there are no known upcoming changes that would impact going concern. Reserves policy targets three months of operating costs, but the specific unrestricted reserves figure is not explicitly stated as a single absolute amount in the provided text.

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

What the accounts disclose

Largest income source: Direct grants (54% of income)
“Direct grants totalling £799,466” — page 7
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: 3 months operating costs
“The Charity’s policy is to hold sufficient unrestricted and restricted reserves equal to 3 months operating costs” — page 7
Per its FY2025 accounts as filed with the Charity Commission.
Going concern: noted by the trustees or auditor
“The Charity is reliant on continued early years grant funding to support its core services.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Stephen Torrington was reimbursed a total of £216 for purchases made on behalf of the charity.
“Also during the year, Stephen Torrington was reimbursed a total of £216 (2024: £13). This related to purchases made on behalf of the charity” — page 27
“The charity hired a room from Rowner Community Trust, of which Ian Lycett is a trustee of Oaktree Family Group. This amounted to £129” — page 27
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The charity hired a room from Rowner Community Trust, of which Ian Lycett is a trustee of Oaktree Family Group. This amounted to £129.
“Also during the year, Stephen Torrington was reimbursed a total of £216 (2024: £13). This related to purchases made on behalf of the charity” — page 27
“The charity hired a room from Rowner Community Trust, of which Ian Lycett is a trustee of Oaktree Family Group. This amounted to £129” — page 27
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by MC Audit Limited. Discloses 4 of 6 completeness components.

Year-over-year changes

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

In its annual return the charity told the Commission it is also regulated by: Ofsted (Office For Standards In Education). This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

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

Total income
£1.1m
Total spending
£1.0m
Reserves (reported)
£651k
Employees
55

Reported reserves equal ~7.5 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (99% 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 (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Hampshire

Income and spending

Financial year endIncomeSpending
31/03/2025£1.1m£1.0m
31/03/2024£964k£840k
31/03/2023£793k£775k
31/03/2022£758k£662k
31/03/2021£869k£721k

Common questions

Is OAKTREE FAMILY GROUP LTD financially healthy?

Per its FY2025 accounts: The accounts state that the charity's state of affairs is satisfactory and assets are adequate to fulfil obligations. The charity is reliant on continued early years grant funding to support its core services, though there are no known upcoming changes that would impact going concern. Reserves policy targets three months of operating costs, but the specific unrestricted reserves figure is not explicitly stated as a single absolute amount in the provided text. Its FY2025 accounts were audited by MC Audit Limited.

Government & lottery funding

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

FunderDateAmountPurpose
The National Lottery Community Fund26/07/2018£10k'Making Life Better for Children, Parents and Communities'

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.

FunderSimilar charities fundedAmount to them
CIVITAS LIMITED1£10k
SKIPTON BUILDING SOCIETY CHARITABLE FOUNDATION1£1k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with CHILDREN AND FAMILIES LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
OAKTREE FAMILY GROUP LTD£1.1m——unclear—noted
CHILDREN AND FAMILIES LIMITED FY2025£2.9m—1unclear—no doubt
LUDGVAN COMMUNITY CHILDCARE CENTRE LIMITED FY2025£1.2m£60,001 - £70,0001unclear—no doubt
ST BEDE'S CHILDCARE LIMITED FY2025£3.9m—0above—no doubt
OSBORNE HOUSE COMMUNITY NURSERY LTD FY2025£549k—0above—no doubt
THE OAKS NURSERY FY2025£145k—0unclear—no doubt

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