The Oaklea Trust
Registered charity 1091722 Registered since 2002
Operates: Cumbria, Durham, Lancashire, Northumberland
Connected trustee network
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Sign in, freeBoard DNA
How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.
6 trustees on the board
- Anne Marie Kilkenny since 2025
- Craig Smith since 2023
- Derek Ridgway since 2023
- Dr Robin Jeremy Talbot since 2023
- Linda Adey since 2017
- Maxine Lorraine Denoual since 2019
Trustees past 6 years
- Linda Adey since 2017
- Maxine Lorraine Denoual since 2019
First-time vs portfolio trustees
First-time (5)
- Anne Marie Kilkenny since 2025
- Craig Smith since 2023
- Dr Robin Jeremy Talbot since 2023
- Linda Adey since 2017
- Maxine Lorraine Denoual since 2019
Portfolio (1)
- Derek Ridgway since 2023
Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.
Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.
Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.
Health of the organisation facts side by side - the conclusion is yours
2.5 months of spending held in free reserves · median for charities its size: 3.7 months · was 1.6 in 2021
Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more trustees with this board - a real structural link, such as a subsidiary or sister charity. Connected through a shared trustee share exactly one person - a genuine connection, but not the same group. A board with no shared trustee at all may still appear here when it is active in the same charitable field.
Connected through a shared trustee
- The TOC H Alison House Trust 1 shared trustee
- The Lune Rivers Trust 1 shared trustee
- The Kent Estuary Youth Project (KEY) 1 shared trustee
Also active in the same field
- Pickering and Ferens Homes Similar size; both Housing
- Midland Mencap Similar size; both Housing
- Infocus Charity Similar size; both Housing
Deterministic, from public records.
Contact
| Website | oakleatrust.co.uk |
| enquiries@oakleatrust.co.uk | |
| Phone | 01539735025 |
| Address | Third Floor - East Wing, Station House, Station Road, Kendal, Cumbria, LA9 6ry |
Finances
£10,683,126 latest income
| Year | Income | Spending |
|---|---|---|
| 2021 | £8,714,286 | £8,322,723 |
| 2022 | £9,353,849 | £9,030,258 |
| 2023 | £9,504,282 | £9,162,073 |
| 2024 | £9,915,162 | £9,646,122 |
| 2025 | £10,683,126 | £10,511,917 |
What it does
What
Education/trainingDisabilityAccommodation/housingWho
Children/young PeopleElderly/old PeoplePeople With DisabilitiesHow
Provides Human ResourcesProvides Buildings/facilities/open SpaceProvides ServicesCharitable objects
A) TO PROMOTE THE RELIEF AND CARE OF PEOPLE WITH LEARNING AND OTHER DISABILITIES, THE ELDERLY OR INFIRM, AND THOSE WHO ARE SOCIALLY DISADVANTAGED WHO NEED ASSISTANCE BY THE PROVISION OF A SUITABLE HOME ENVIRONMENT AND/OR CARE AND SUPERVISION TO ENABLE THEM TO DEVELOP THEIR MENTAL, PHYSICAL AND SPIRITUAL CAPACITY; B) TO ADVANCE EDUCATION OF PEOPLE, IN PARTICULAR THOSE WITH LEARNING DISABILITIES OR WHO ARE SOCIALLY DISADVANTAGED, WHO REQUIRE EDUCATION, SPECIALIST TRAINING AND/OR SUPPORT TO ENABLE THEM TO ENTER EMPLOYMENT, TO ADVANCE IN THEIR EMPLOYMENT OR TO ENTER FURTHER STUDIES; C) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION FOR INDIVIDUALS WHO HAVE NEED FOR SUCH FACILITIES BY REASON OF THEIR LEARNING OR OTHER DISABILITY, YOUTH, AGE, INFIRMITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES AND THE GENERAL PUBLIC WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE; AND D) TO FURTHER SUCH EXCLUSIVELY CHARITABLE AND ANCILLARY PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION DETERMINE FROM TIME TO TIME
Governing document: MEMORANDUM AND ARTICLES INCORPORATED 15/04/2002AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16/07/2003AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17/03/2008AS AMENDED BY SPECIAL RESOLUTION(S) DATED 20/10/2010AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30/03/2011AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 14 SEP 2018
Trustees (6)
- Anne Marie Kilkenny since 2025
- Craig Smith since 2023
- Derek Ridgwayage band 70-74 since 2023
- Dr Robin Jeremy Talbot since 2023
- Linda Adey since 2017
- Maxine Lorraine Denoual since 2019
Linked company (Companies House)
The Oaklea Trust · 04416344 · Active
PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption) · incorporated 15/04/2002
6 governing document(s) held from Companies House.
Connected charities (4)
- The Lune Rivers Trust 1 shared trustee
- The Kent Estuary Youth Project (KEY) 1 shared trustee
- South Lakes U3A 1 shared trustee
- The TOC H Alison House Trust 1 shared trustee
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