The Oaklea Trust

Analysis

The Oaklea Trust is a registered charity in England and Wales, based in Cumbria. It was registered in April 2002, 24 years ago. Its declared purposes cover education/training, disability and accommodation/housing, which this site groups under disability. Legally it is a charitable company (Companies House number 04416344). It says it provides human resources, provides buildings/facilities/open space and provides services.

In the financial year ending March 2025, The Oaklea Trust reported income of £10.7m and spending of £10.5m, spending 98% of its income. Across the 5 years on record, from March 2021 to March 2025, income grew from £8.7m to £10.7m (+23%), an average of +5.2% a year. Over the whole period it spent 97% of the income it received.

Among 12,871 England and Wales charities whose main cause is disability and that reported income, The Oaklea Trust sits at the 99th percentile: it is larger than about 99% of them. Against every charity in England and Wales with reported income it ranks in the 99th percentile. Charities of a similar size with the same main cause include Centre 404 (£10.6m), Lancaster Roman Catholic Diocesan Trust (£10.7m) and The Kent Autistic Trust (£10.5m).

In its latest detailed accounts, income came from charitable activities 94% and trading 5.9%. Charitable activities took 99% of spending and raising funds 0.0%. Reserves of £2.2m would cover about 2 months of spending at that rate. It employed 375 people.