OAK TREE FARM RURAL PROJECT LIMITED
Oak Tree Farm provides training and supported occupation for adults with learning disabilities in a rural environment.
Objects
THE SUPPORT OF PEOPLE WITH LEARNING DISABILITIES AND DIFFICULTIES THROUGH ACTIVITIES AND VOCATIONAL TRAINING IN HORTICULTURE, AGRICULTURE, CATERING, POTTERY AND ASSOCIATED RURAL ACTIVITIES.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net expenditure of £102,400 for the year, resulting in a decrease in unrestricted funds from £547,079 to £444,679. The trustees report that the charity is confident of its financial position and considers there to be no material uncertainties regarding its ability to continue as a going concern. Reserves of £444,679 significantly exceed the stated policy target of £113,000, which is intended to cover wind-up costs.
What the accounts disclose
“The Trustees policy is to hold reserves of £113,000.” — page 6
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Volunteers: 40
Self-declared on the annual return for the financial year ending 31/12/2024
- Volunteers: 40
Self-declared on the annual return for the financial year ending 31/12/2023
- Volunteers: 15
Trustees
- Helen Andersonchair
- ANNE ELIZABETH BIRD
- Carol Blurton
- Caroline Shallcross
- DAVID LESLIE FOLKES
- Dr Colin Cambell
- Fiona Clare
- Jean Pattinson-Evans
- Kathy Browne
- Patricia Connell
- Steven Elliott
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £461k | £564k |
| 31/12/2024 | £432k | £397k |
| 31/12/2023 | £444k | £402k |
| 31/12/2022 | £391k | £345k |
| 31/12/2021 | £217k | £269k |
Common questions
Is OAK TREE FARM RURAL PROJECT LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £102,400 for the year, resulting in a decrease in unrestricted funds from £547,079 to £444,679. The trustees report that the charity is confident of its financial position and considers there to be no material uncertainties regarding its ability to continue as a going concern. Reserves of £444,679 significantly exceed the stated policy target of £113,000, which is intended to cover wind-up costs. Its FY2025 accounts were independently examined.
Who funds OAK TREE FARM RURAL PROJECT LIMITED?
Funders whose own accounts filings name OAK TREE FARM RURAL PROJECT LIMITED as a grant recipient include THE MICHAEL MARSH CHARITABLE TRUST, THE EDWARD AND DOROTHY CADBURY TRUST, MAY HEARNSHAW CHARITABLE TRUST, SUPPORT STAFFORDSHIRE, LANGLEY CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE MICHAEL MARSH CHARITABLE TRUST | FY2025 | £5k | |
| THE MICHAEL MARSH CHARITABLE TRUST | FY2026 | £4k | Education / Training |
| THE EDWARD AND DOROTHY CADBURY TRUST | FY2025 | £3k | Conservation and the Environment |
| MAY HEARNSHAW CHARITABLE TRUST | FY2024 | £1k | Other grants |
| MAY HEARNSHAW CHARITABLE TRUST | FY2025 | £1k | Other grants |
| SUPPORT STAFFORDSHIRE | FY2022 | £200 | One Lichfield |
| LANGLEY CHARITABLE TRUST | FY2024 | £200 |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 15/05/2007 | £3k | Oak Tree Farm Wildlife Garden Project |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SIR JOHN EASTWOOD FOUNDATION | 1 | £20k |
| THE FRIENDS OF BLANDFORD COMMUNITY HOSPITAL | 1 | £15k |
| PETPLAN CHARITABLE TRUST | 1 | £10k |
| THE CLARE MILNE TRUST | 1 | £5k |
| THE HOBSON CHARITY LIMITED | 1 | £5k |
| THE ALICE ELLEN COOPER-DEAN CHARITABLE FOUNDATION | 1 | £5k |
| THE BERYL EVETTS AND ROBERT LUFF ANIMAL WELFARE TRUST LIMITED | 1 | £4k |
| E C GRAHAM'S CHARITABLE SETTLEMENT | 1 | £3k |
Charities like this
- OAK TREE ANIMALS' CHARITY
- WILLOW TREE FAMILY FARM
- OAK TREE HOMES TRUST
- THE ORCHARD TRUST
- LONGMEAD COMMUNITY FARM LIMITED
- THE OAKLANDS
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| OAK TREE FARM RURAL PROJECT LIMITED | £461k | — | 0 | unclear | — | no doubt |
| OAK TREE ANIMALS' CHARITY | £2.6m | — | 0 | unclear | — | material uncertainty |
| WILLOW TREE FAMILY FARM | £249k | — | 0 | unclear | — | no doubt |
| OAK TREE HOMES TRUST | £64k | — | 0 | unclear | — | no doubt |
| THE ORCHARD TRUST | £5.4m | £60,001 - £70,000 | 2 | below | — | no doubt |
| LONGMEAD COMMUNITY FARM LIMITED | £77k | — | 0 | unclear | — | no doubt |