OAK TREE HOMES TRUST

Registered charity 1166290 · accounts filings on the Charity Commission register

The charity provides independent living to the owners and tenants and offers additional services such as domestic help when required. It operates in the South East of England and has three trustees who are all involved in the operation of the trust.

Objects

6.1 THE CHARITY'S OBJECT ("THE OBJECT") WHICH IS FOR THE PUBLIC BENEFIT IS THE ADVANCEMENT OF THE CHRISTIAN FAITH IN ACCORDANCE WITH THE STATEMENT OF DOCTRINE AS SET OUT IN CLAUSE 8 HEREIN AS ADOPTED BY THE TRUSTEES AND AMENDED FROM TIME TO TIME BY THE PROVISION OF RESIDENTIAL ACCOMMODATION AND ASSISTED LIVING FOR ELDERLY PEOPLE WITHIN ENGLAND AND WALES AND TO ANY OTHER CHARITABLE OBJECTIVE THAT IS NOT INCONSISTENT WITH THAT PURPOSE. 6.2 THE OBJECT IS TO BE CARRIED OUT IS AN EXPRESSION OF THE BELIEFS SET OUT IN CLAUSE 8 HEREIN.

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

Causes: Accommodation/housing · Religious Activities · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity had unrestricted funds of £1,451,523 at the end of the year, down from £1,502,479 the previous year, following a net loss on investments of £95,000. The trustees confirm the charity can meet its liabilities for at least 12 months and there is no reserves policy stated.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Care Quality Commission. 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.

• Complaints policy and procedures
• Engaging external speakers at charity events policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £950k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/10/2021)

Per its annual return, largest income source: Donations and legacies (64% 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: 1.0% of total income.

Register events

• Received assets from another charity (11/06/2018) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• STEPHEN HAROLD JEMPSONchair · trustee of 1 other charity
• Brian Timothy Jempson
• Helen Jempson · trustee of 1 other charity

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

Operates in: Throughout England

Income and spending

Common questions