aceticdatedOCCAC AnnualaiseReport 2024 - 2025 A eRe
General Information
Trustees (Management Committee Members) 2024 - 2025 Mr Stephen Chu Mrs Erica Delefortrie Dr Wendy Wensheng Huang Ms Choon Foong Liao Mr Tak Chuen Ng Mrs Estella Packwood Dr Lei Song Mrs Yan Ling Anne Tsang Mr Chun Hei Wong Mr Shui Hing Yiu (till 7.9.2024) Mr Man Keung Chou (from 7.9.2024) Ms Qiong Gao (from 7.9.2024) Dr Chow-Shing Lam (from 7.9.2024) Dr Sen Wong (from 7.9.2024) Dr Amadeus Xu (from 7.9.2024) Accountants and Meng Yong Teh Independent Examiner: M Y Teh & Co Limited Chartered Certified Accountants Unit 21, Kingspark Business Centre 152-178 Kingston Road New Maiden, Surrey, KT3 3ST Advisers: Sir Hugo Brunner Ms Erica Davis Dr Lesheng Kong Mr John Lay Legal Adviser: Mrs Brenda Robinson Bankers: Santander Barclays Bank PLC Business Banking Centre PO Box 333 754, Ground Floor Ops 54 Cornmarket Street Bridle Road Oxford Bootle, Merseyside OX1 3HS L30 4GB Oxfordshire Chinese Communitv & Advice Centre Address: 44B Princes Street Oxford OX4 1DD Telephone: 01865 204 188 E-mail: admin@occac.org.uk Website: www.occac. org.uk
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OCCAC Annual Report 2024 - 2025 AERS e et nenenneeneeteeret te
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343444 Financial Accounts for 2024 - 2025 45% 2+ Report of the Trustees for the Year Ended 3ist March 2025
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|The|Trustees|have|pleasure|in|presenting|their|report with|the financial|statements|of the|Oxfordshire|Chinese|Community|and|Advice|Centre|(OCCAC)|for the|year|ended|31st|March|2025.|
|The|financial|statements|comply with|the|Charities|Act 2011|and Accounting|and|Reporting|by|Charities:|Statement|of Recommended|Practice|applicable|to|charities|preparing|their accounts|in|
|accordance with|the|Financial|Reporting|Standard|applicable|in|the|UK and|Republic|of Ireland|(FRS102)|(effective|1|January|2019).|
|Charitable|Status|
|The|Oxfordshire|Chinese|Community and Advice|Centre|is|a|registered|charity and|is|governed|by|its|Constitution|adopted|on|16th June|1991.|Its|registered|number|is|1006710.|
|Charitable|Objects|
|OCCAC|exists|to|serve|the|Chinese|community|in|Oxfordshire|by|assisting|them|in|gaining|access|to|services|and|benefits|they|are|entitled|to|and|helping|them|to|integrate|into|society.|
|The|main|objectives|are:|
|(i)|To|help|the|needy|by|the|provision|of advice|and|assistance;|
|(ii)|To advance|education|and|to|improve|living|and|employment|skills;|
|(iii)|To|provide|recreational|&|cultural,|art &|music|activities;|to combat|social|isolation|and|improve|quality|of|life.|
|(iv)|To|promote|healthy|living|and|good|mental|health.|
|Public|
|The|Trustees|have a|duty to|report on|the|public|benefits|that OCCAC|brings|to|society.|Each|year the|Trustees|review OCCAC's|objectives|and|activities|to ensure|that they|continue|to|reflect|its|aims.|In|carrying|
|out|this|review the|Trustees|have|considered|the|Charity|Commission's|general|guidance on|public|benefit.|in|particular,|the|Trustees|consider|how|planned|activities|will|contribute|to the|aims and|objectives|they|
|have|set.|
|OCCAC's|purposes|and|aims|are|set|out above|in|the|section|entitled|‘Charitable|Objects’.|OCCAC|has|sought|to|achieve|these|objects|by|undertaking|the|following|activities:|
|(i)|Opening|the|Centre for the|needy,|socially|isolated,|older,|non-English|speaking|Chinese|people|to|drop|in and|seek|help,|
|enabling|them|to|gain|equal|access|to|services|through|the|provision|of advice,|translation|and|interpretation|services;|
|(ii)|Organising|appropriate|educational|talks,|workshops|and|classes|to enhance|clients’|career|prospects|and|promote|good|citizenship;|
|(iii)|Organising|suitable|cultural,|music and|recreational|activities|for the|scattered|Chinese|community|to combat|social|isolation;|
|(iv)|Organising|health|talks|and|walks,|mental|health|support|and|carers’|support|activities|as|well|as day|care|for the|elderly;|
|(v)|Acting|as|a|bridge|between|the|Chinese|community,|the wider community and|public|bodies;|
|(vi)|Recruiting|volunteers|to|help and|serve|the|Chinese|community|and|the|needy|people|in|society.|
|Achievements|and|Performance|
|OCCAC|has|been|serving|the|local|Chinese|community,|particularly|the|disadvantaged,|vulnerable,|non-English-speaking,|and|older members,|for the|past|34|years,|providing|culturally,|ethnically,|and|linguistically|
|appropriate|services.|
|OCCAC's|overall|performance|is|limited|by the|resources|available.|The demand|for|services|far exceeds|what can|currently|be|provided.|
|Our Management|Committee|has|expanded|from|10|to|14|members.|
|Our|activities|and|achievements from|April 2024|to|March|2025|are|summarised|below:|
|i)|Core|Services|and|Activities|
|OCCAC|endeavoured|to|meet the|needs|of the|local|Chinese|community|by:|
||Providing|bilingual|advice|and|assistance|to|help|clients|access|services|
||Organising|social|care|and|community|support|services,|cultural|and|recreational|activities,|and|festival|celebrations|to combat|social|isolation|and|promote|social|inclusion|and|integration|
|Over the|past|year,|more|than|2,000|people|have|benefited|from|our|services|and|activities.|
|ii)|Cancer|Prevention|Project|(NHS|Buckinghamshire,|Oxfordshire|and|Berkshire|Integrated|Care|Board|Funding:|January|-|December 2024)|
|With|support from NHS|Buckinghamshire,|Oxfordshire|and|Berkshire|Integrated|Care|Board,|OCCAC|delivered|a|Cancer|Prevention|Project aimed|at|raising|awareness,|promoting|healthier|lifestyles,|and|providing|
|essential|support|to|cancer patients and|their families|within|the|Chinese|community|in|Oxfordshire.|Activities|delivered|from|April 2024|to|March|2025|included:|
|1)|Bilingual|advice|surgeries|offering|health|information,|interpretation,|advocacy,|referrals,|and|signposting|(179|beneficiaries)|
|2)|Twelve Zoom|and|in-person|bilingual|talksAvorkshops|on|cancer prevention|(537|beneficiaries)|
|3)|Fourteen|peer support|activities|(559|beneficiaries)|
|4)|Three walking|trips,|two|visits|to|Rectory|Farm,|and three|Family|Sports|Days|(314|participants)|
|5)|Ongoing|support|to|cancer patients,|carers,|and|their families|
|iii)|TNLCF-Funded|Project|(April|2024 — September|2025)|
|With|support from The|National|Lottery Community|Fund|(TNCLF),|OCCAC|implemented|an|18-month|project to|support new|immigrants and|vulnerable|members|of the|local|Chinese|community.|
|Activities|included:|
|1)|Monday|Café/Advice|Surgery|sessions|offering|advice and|support,|facilitating|access|to|services|and|signposting|as|necessary|
|2)|Nine Zoom|talks/Aworkshops|on|topics|such as|health,|the|Life|in|the|UK Test,|and|‘Adapting|to UK|life’|
|3)|Six|sessions|of the|Online UKHK Welcome|Course|to|introduce|British|customs|and|culture|
|4)|Eleven|peer|support activities|and|cookery|sessions|sharing|traditional|recipes|like|rice|dumplings|to ease|homesickness|and foster mutual|support and|social|connection|
|5)|Four Coffee Afternoons/English|Conversation Cafés|to|help|build|confidence|in|spoken|English|and|foster|integration|with|the host community|
|6)|Four Table Tennis|and|Board Games|Night and|one|Family|Sports|Day|
|7)|Festival|celebrations,|including|the Dragon|Boat|Festival,|Mid-Autumn|Festival,|Christmas,|Lunar New Year,|and a|Lunar New Year Market (attended|by over|1,200|participants),|encouraging|community|
|participation|and|volunteering|
|8)|Visits|to|vulnerable|and|socially|isolated|individuals;|support for carers|and|families,|including|assistance|with|welfare|benefit|applications|and|housing|
|9)|Two|Creative|Writing|Workshops for youth,|organised|in|collaboration|with|Fusion Arts|
|10)|Ongoing|support|for the “OCCAC|Oxfordshire|Hongkongers” (4-28&#|A)|network (411|members/families)|and seven|peer support WhatsApp groups|(254 members/families)|as of 31|March 2025|
|iv)|Impact|
|OCCAC’s|services|and|activities|improved community|engagement,|reduced|social|isolation,|and|enhanced emotional|resilience.|Many community|members|lead|healthier and|more|active|lifestyles|through|
|participation|and|volunteering.|
|Conclusion and|Recognition|
|We are|grateful|to|our funders|- NHS|Buckinghamshire,|Oxfordshire|and|Berkshire|Integrated|Care|Board,|The|National|Lottery|Community|Fund (TNLCF),|Oxford|City|Council|-|and|all|donors for their invaluable|
|support.|Without|them,|OCCAC would|not|be|able|to|provide|its|vital|services.|The above|projects|have|aiso|helped|us|uncover many|hidden|needs|of the disadvantaged|and|vuinerable members|of the|Chinese|
|community.|
|Over the|past four years,|Oxfordshire|has welcomed more than|4,000|BN(O) friends/amilies|from|Hong|Kong. OCCAC|has|tried|its|best to|support|their|integration|and|settlement|in|the|local community|with|our|
|limited|resources.|
|We would|also|like|to extend|our heartfelt thanks|to|local|churches and|friends,|including|Orchard|Baptist|Church|in|Bicester and|St Andrew's|Church|in|Oxford,|for their|contribution|to|the|English|Conversation|Café.|
|We|are|equally|thankful|to|our dedicated|volunteers|for|their|support|in|helping|new|arrivals|and|local Chinese|residents|connect,|form|friendships,|and|integrate|into|society.|
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Be 3k Se
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OCCAC Annual Report 2024 - 2025
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|Looking|Ahead|
|Our|18-month|funding from TNLCF will come|to|an end|in|September|2025.|We|are working|hard|to|secure|long and|short-term|financial|support to serve|the|most vulnerable and|non-English-speaking|members|of|
|the|Chinese|community|in|Oxfordshire.|
|We are|grateful|to Oxford|City Council|for awarding|us|a three-year ‘Big|ideas Grant’|(2025-28) from the|Oxford|Community|Impact Fund,|to|help|us|tackle|health and|socio-economical|inequalities|experienced|by|
|disadvantaged|Chinese|community|in|Oxford.|
|OCCAC|remains|steadfast|in|its mission|to improve|equal|access to|services,|promote|physical,|mental,|and|social|well-being,|and|help|individuals|to|integrate|and|lead|more|fulfilling|lives among the Chinese|
|community.|We also|hope|to continue|to|assist the|newly|arrived|individuals|and|families|in|navigating and|settling|into|their new environment,|and accessing|public and|community|services.|
|We would|be|most|grateful|for donations|or suggestions|for potential funding|sources,|to|help us|meet the|complex and growing|needs|of the|marginalised|and|socially|isolated|members|of the|community,|especially|
|older|adults.|
|Structure,|Governance|and|Management|
|The|Management Committee|(MC)|directs|the general management and|policy|of OCCAC.|It must|meet|at least four times|a|year,|and|consists|of between|four and twelve members who|are elected|at the annual|
|general|meeting|by the membership|of OCCAC.|Election|is|for three|years,|and one|third|of the committee|retires|annually|by|rotation|and|shall|be|eligible for|re-election.|The|membership|of the MC|includes|people|
|from|the|local Chinese|community|as well|as|those|with|specialist|skills.|
|The|pool|of|specialist|skills|available|to OCCAC|is enhanced|by|the appointment of advisers,|who|are|not necessarily|members,|but who may be called|upon to give|specialist|advice on|an|ad|hoc|basis.|
|A scheme of delegation|is|in|place and|day-to-day|responsibility|for the|provision|of the|services|rests|with the Administration|Officer.|The Administration|Officer|is responsible|for ensuring that the charity|delivers|the|
|services|specified|in|its|aims|and|objectives.|
|Going|concern|
|The Trustees|have|assessed|the|charity's|ability|to continue|as a|going|concer|and|are|confident that|it|remains|financially|sustainable|over the foreseeable future,|a|period|of at|least|12|months from|the date|of|
|approval|of these|financial|statements.|
|OCCAC's objectives,|aims,|activities,|achievements and|performance|are|set|out on|page|2,|while a|‘Financial|review|is|included|below.|
|The financial|position|of OCCAC,|its|liquidity|position|and|reserves|are described|in the financial|statements and|notes on pages|7 to|10.|In|addition,|note 2 to the|financial|statements|includes OCCAC’s|policies for|
|managing|its|funds.|The|management|of financial and|other risks|is|described|below.|
|OCCAC has|sufficient|liquid|financial|resources|in|its bank|deposit accounts|totalling|around|£90,000|of which|£54,812|has been|set aside as|designated|contingency|fund|to|safeguard|the operations of OCCAC|in|
|meeting|its charitable objectives taking|into due consideration|such|risks posed|to OCCAC,|and the possible|need for reserves|to meet cash flow difficulties,|as well as|statutory laws and legislation affecting|
|redundancy|provisions.|In|the current economic|climate|it|is|difficult to be|certain|about|ongoing|funding from|local|authorities|and|donations.|
|OCCAC was awarded|a|grant of £24,834 from NHS|to do Cancer Prevention|Project from January|to|December 2024,|and|a grant|of £20,000 from The|National|Lottery Community|Fund (Awards|for All)|for an|18-|
|month|project from|April 2024.|With the|reduction|of|staff working|time,|increased|efforts|in|recruiting|volunteers,|searching for grants and fundraising,|and|the award|of three-year|‘Big|Ideas Grant|(2025-28) from|
|Oxford|City|Council's Community|impact|Fund,|the Trustees|consider that the Centre|has|adequate|resources to|continue|in|operational|existence for the foreseeable future.|Thus they continue|to|adopt the going|
|concem|basis|of accounting|in|preparing|the|annual financial|statements.|
|Risk|Management|
|The Trustees|are|responsible|to|oversee OCCAC's|risk management|activities.|Detailed|considerations|of risk are|delegated|to the Administration|Officer.|The|risks to which OCCAC|is|exposed|are evaluated|
|annually when|preparing and|updating|the|Service|Strategy|and Trustees’|Report.|The|risks,|as|identified|by the Trustees,|have been|reviewed and|systems|established|to|mitigate|those|risks.|
|Financial|review and|results|for the|year|
|The Oxfordshire Chinese Community and Advice Centre continues|to pursue|its|objectives|as|stated|above|and|the moneys which|have been|given towards|these|objects and|the manner|in which|these|moneys|
|have been expended|or set aside for future|use are shown|in the Accounts on pages5|to|6.|
|We continue|to set aside funds|to|safeguard|the operations|of OCCAC|in|meeting|its|charitable objectives|taking|into due|consideration such|risks|posed|to OCCAC,|and the|possible need for reserves|to|meet cash|
|flow|difficulties,|as well as|statutory|laws|and|legislation|affecting|redundancy|provisions.|
|Statement|of|Trustees’|Responsibilities|
|The Charity|Trustees are|responsible for preparing Trustees’|annual|report and|financial|statements|in|accordance|with|applicable|law and|United|Kingdom|Accounting|Standards|(United|Kingdom|Generally|
|Accepted|Accounting|Practice).|
|Charity law|requires|the|charity|Trustees|to|prepare financial|statements|for each|financial|year which|give|a|true and|fair view of the|state|of|affairs|of the|charitable organisation|and|of the|incoming resources|and|
|application|of resources,|including|the income|and|expenditure,|of the|charity|for that|period.|In|preparing|financial|statements,|the Trustees are|required|to|:|
|-|select|suitable|accounting|policies|and|then|apply|them|consistently,|
|-|observe|the|methods|and|principles|in|the|Charities|SORP;|
|-|make judgements|and|accounting|estimates|that|are|reasonable|and|prudent;|
|-|state whether applicable|accounting|standards,|comprising|FRS102,|have|been|followed,|subject|to|any|material departures|disclosed|
|and|explained|in|the|financial|statements;|
|-|prepare|the financial|statements|on the going concem|basis unless|it|is|inappropriate|to|presume|that the Community and Advice|Centre|will|continue to|operate.|
|The Trustees|are|responsible|for keeping|adequate|accounting|records|that are|sufficient to show and explain|the|charity's|transactions|and|disclose with|reasonable accuracy|at any time|the financial|position|of the|
|Community|and Advice|Centre|and enable|them|to|ensure|that|the|financial|statements|comply|with the|Charities Act 2011,|the|Charity|(Accounts and|Reports)|Regulations|2008|and|the|provisions|of the|royal|
|charters and bye-laws.|They|are also|responsible for safeguarding|the|assets|of the Community|and Advice|Centre and|hence for taking|reasonable|steps for the prevention|and|detection|of fraud|and|other|
|irregularities.|
|The Trustees|of the|charity|are aware|of their duty|under section|17|of the Charities|Act 2011|to|have|due|regards|to|public|benefit guidance|published|by the|Charity|Commission|for England|and Wales.|
|Each|person who|is|a|Trustee|at the|date|of approval|of this|report confirms|that:|
|(a)|so|far as the|Trustee|is|aware,|there|is no|relevant|audit|information|of which|the|auditors|are|unaware,|and|
|(b)|each Trustee|has|taken|all|the|steps|that they|ought|to|have taken|to make themselves aware|of any|relevant|audit|
|information|and|to|establish|that|the|auditors|are|aware|of|that|information.|
|Independent|Examiner|
|A|resolution|for the reappointment|of M Y Teh & Co|Limited|as|Independent Examiner for OCCAC|will be proposed|at the forthcoming Annual|General|Meeting.|
|On|behaif|of the Trustees|
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Date: 27th July 2025
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ain RA Mr Stephen Chu ( = Chairman )
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ndehetaiaieiiniaesssiehdcdeOCCAC Annual Report 2024 - 2025 Ateae es ay
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RK OF EH
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|Report of|the independent Examiner to the trustees|of Oxfordshire Chinese Community and|Advice Centre|
|||report to the|charity trustees on my examination|of the accounts|of Oxfordshire|Chinese Community|and Advice|Centre|for the year ended|31st March 2025|set out on pages5|to|10.|
|Responsibilities|and basis of report|
|As|the|charity's|trustees|of|the|organisation|you|are|responsible for the|preparation|of the|accounts|in|accordance|with|the requirements|of the|Charities Act 2011|("the|Act’).|
|Having|satisfied|myself|that|the|accounts|of the|organisation|are|not|required|to|be audited for this year under|Part|16|of the 2006 Act and|are|eligible|for independent|examination,|_||report|in|respect|of my|
|examination|of your|charity’s|accounts|as|carried|out under|section|145|of the Charities Act 2011|(“the|2011|Act”).|In|carrying out my|examination,|||have followed|the|Directions|given|by the|Charity|Commission|
|(under|section|145(5)|(b)|of the|2011|Act.|
|Basis of independent examiner's|report|
|My examination was|carried|out|in|accordance|with|the General|Directions|given|by the Charity|Commissioners.|An|examination|includes a|review of the accounting|records|kept|by the|charity|and|a|comparison|of|
|the|accounts|presented|with|those|records.|It also|includes|consideration|of any|unusual|items or disclosures|in the accounts,|and|seeking|explanations|from|you|as|trustees|concerning|any|such|matters.|The|
|procedures|undertaken do|not provide|all the evidence that would be required|in|an|audit,|and consequently|no opinion|is given as to whether the accounts present a|‘true and fair view and the report|is|limited to|
|those|matters|set|out|in|the|next|statement.|
|Independent examiner's|statement|
|||have completed my examination.|||confirm|that no|material|matters|have|come|to my|attention which|gives me|cause to believe|that:|
| accounting|records|were|not kept|in|accordance|with|section|130|of the|Charities|Act;|or|
||the|accounts|do|not accord|with|such|records;|or|
|+ the accounts|did|not comply with|the applicable|requirements|conceming|the form|and|content|of accounts|set|out in the|Charities|(Accounts|and|Report)|Regulations 2008|other than|any requirement that the|
|accounts|give a|‘true|and|fair’|view which|is|not a|matter considered|as|part|of an|independent|examination;|or|
|*|the|accounts have|not been|prepared|in accordance|with|the|Charities|SORP|(FRS102).|
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| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
4 t 7 t ‘ BAR Ts Meng Yong Teh MY Teh & Co Limited Chartered Certified Accountants Unit 21 Kingspark Business Centre 152-178 Kingston Road New Maiden, Surrey, KT3 3ST
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Date: 27th July 2025
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B40
OCCAC Annual Report
2024 - 2025
BReRS
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|31/3/2025|31/3/2025|31/3/2025|31/3/2024|
|Unrestricted|Restricted|
|Funds|Funds|Total|Total|
|%&|A. INCOME FROM|:|BR£|45|RBH£|EE|£|cE£.|
|48|8% 403 Z|Donations and|legacies|33,840.22|_|33,840.22|35,496.35|Note 3|
|&%:H|Charitable|activities|19,205.15|31,958.82|51,163.97|59,248.83|Note 4|
|32.474) &|Investments|576.60|-|576.60|507.11|Note|5|
|#4644|Other income|34.82|-|34.82|-|Note6|
|#4.|TOTAL INCOME|"53,656.79|«31,958.82|~|85,615.61|"95,252.29|
|4),|EXPENDITURE|ON|:|re|a|—|
|& 476%|Charitable|activities|47,472.21|32,680.82|80,153.03|102,188.09|Note|8|
|#4)|TOTAL EXPENDITURE|ATAT221|«—«32,680,82|80,153.03|“402,188.09|
|#46|HK|AIK|(-)|Net|Income/(expenditure) for the|year|6,184.58|-722.00|5,462.58|6,935.80|
|% &|48 225 £4 HF|Transfers between funds|-722.00|722.00|-|-|Note 2h|
|3##%|2%|Net movement in funds for the year|~~|6,462.58|0.00|6,462.58|~~|6,935.80|
|Reconciliation|of funds|
|+42|Total funds brought forward|74,680.20|287.12|74,967.32|81,903.12|
|3i$|B&|Total funds carried forward|£80,142.78|£287.12|£80,429.90|£74,967.32|Note|15|
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Further details of our income and expenditure are provided on the following pages, and in the notes on pages7 to 10, which also form part of these accounts.
—
S58
seOCCAC anAnnual ReportRCD eer ernment 2024 - 2025 en
CALC TCTce
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HAAHR ( WA2MF3IAHN Gs Balance Sheet at 31st March 2025
34/3/2025 31/3/2024
Totai Total
HB Ee 4
£ £
#4 Tangible Assets 288.03 849.34 Note 11
Bi < & AH Total Fixed Assets 288.03 849.34
AM ® A Current Assets
HR © Debtors 5,477.82 4,550.50 Note 12
44 ZHABKR Cash at Bank and in Hand 89,724 58 120,940.98
A % FAH Total Current Assets 95,202.40 125,491.48
3 & & fh Current Liabilities
Creditors: Amounts falling due within one year 15,060.53 51,373.60 Note 13
# it HA Net Current Assets 80,144.87 74,117.98
HA Net Assets £80,429.90 £74,967.32
%& & Funds of the Charity :
Radk A Restricted income 287.12 287.12 Note 15
AS MAHA Unrestricted income 80,142.78 74,680.20 Note 15
Total Funds
80,429.90 74,967.32
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The notes on pages 7 to 10 form part of these accounts
BA Approved by the Management Committee, and signed on its behalf by
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;
iin Mr Stephen Chu ( = ® Chairman)
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a
Mr Chun Hei Wong (3) Treasurer)
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Date: 27th July 2025
e OCCACeeAnnual Report en
2024 - 2025 reRe
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|Notes to the|Accounts|for the|Year|Ended|31st|March|2025|
|1.|Organisation|
|Oxfordshire|Chinese|Community &|Advice|Centre|is a|registered|Charity.|(Registration|No.|1006710)|
|The|Community & Advice Centre|is governed|by|its|Constitution|adopted|on|16th June,|1991|and|it|is|constituted|as an|unincorporated|association. The Centre|had|10 Trustees|in the year 2024-25,|
|about one|third|of the Trustees|are|elected|annually|for|a|3|year term|by OCCAC|members|at the|annual|general|meeting.|The|administrative|office|is at 44B|Princes|Street Oxford OX4|1DD.|
|2.|Accounting|Policies|
|a)|Basis|of Accounting|
|The|financial|statements|have|been|prepared under the|historical|cost convention|with|items|recognised|at cost or transaction|value|unless|otherwise|stated|in the|relevant|note|(s)|to these|
|accounts.|The accounts have been|prepared|in|accordance|with Accounting and|Reporting|by|Charities:|Statement|of Recommended|Practice|applicable|to|charities preparing|their accounts|in|
|accordance with the|Financial|Reporting|Standard|applicable|in the UK and|Republic|of Ireland|(FRS|102)|-|(Charities|SORP|(FRS102)|effective|1|January 2019),|the|Financial|Reporting|Standard|
|applicable|in the|UK and|Republic|of|Ireland|(FRS|102)|and the Charities Act 2011.|
|OCCAC|meets|the|definition|of a|public|benefit|entity|under|FRS|102.|
|b)|Preparation|of|accounts on|a|going|concern|basis|
|OCCAC was awarded|a grant of £24,834 from NHS|to do Cancer Prevention|Project from January to December 2024,|and a grant of £20,000 from The|National|Lottery Community Fund Awards for|
|All for an|18-month|project from|April|2024.|With the|reduction|of|staff working|time,|increased|efforts|in|recruiting|volunteers,|searching|for grants and fundraising,|and the recent award|of three-|
|year ‘Big|Ideas|Grant’|(2025-28) from|Oxford|City Council|with match funding|from|sponsors,|the Trustees|consider that the|Centre|has adequate resources|to continue|in|operational existence|for|
|the foreseeable|future.|Accordingly,|they|continue|to|adopt the going|concern|basis|in|preparing|the|financial|statements|as|outlined|in the report of Trustees|on page|3.|
|c)|Income|recognition|
|All income|is recognised once the|charity|has entitlement to|the income,|it|is probable that the income will be received|and the amount of income|receivable can be measured|reliably.|If grants|and|
|other sources of income|relate|to|a|specified|period|they|are time apportioned|over the|period|to which|they apply.|Grants,|which|are|paid|as|a|reimbursement of specific expenditure|incurred,|are|
|allocated|to the|period|in which|that expenditure|takes|place.|
|Restricted|income|includes amounts|received from|government|and|local|authorities to fund|specific aspects|of OCCAC’s|primary|objectives.|Where|such|income|is|received|in|advance|it|is treated|
|as|deferred|income and|released|to income|as|the|service|is|provided over the|period|of the|project.|
|d)|Volunteers|
|The|Charity|relies heavily|on|volunteers who|are|mainly|members|of the|general|public.|The volunteers|play an|important|role|in|orgainsing|events, fundraising,|food catering|and|providing|
|administrative|and|clerical work.|The value|of services provided|by volunteers|is|not incorporated|into these|financial|statements.|In|accordance with the|Charities SORP|(FRS102),|the general|
|volunteer time|of regular participants|and|members|of the|general|public|is|not recognised.|
|e)|Donated|services|and|facilities|
|Donated|services and facilities are|recognised|as income when received,|at the value|of the|gift to the|charity|provided|the vaiue of the|gift can|be measured|reliably.|A corresponding|amount|is then|
|recognised|in|expenditure|in|the|period|of|receipt.|
|f)|Expenditure|recognition|
|Liabilities are recognised|as|expenditure|as soon|as|there|is a|legal|or constructive|obligation|committing|the charity|to that|expenditure,|it|is|probable that settlement|will|be|required|and the amount|
|of the obligation can be measured|reliably.|All|expenditure|is accounted for on an accrual|basis.|Expenditure|includes any VAT which|is|reported as part of the expenditure|to which|it|relates.|All|
|expenses|including|support|costs and|governance|costs are|allocated|or apportioned to the applicable expenditure heading where appropriate.|Govemance|costs|are those associated|with|
|constitutional|and|statutory|requirements.|
|Where|possible|costs|are|allocated|directly|to|the|activity|that|they|are|associated|with.|Where|this|is|not|possible|costs|are|allocated|on|an|estimated|time|basis|or|as|agreed|by|the|activities|
|funders.|Failing|that costs|are|allocated|in|proportion|to|the income|attributable|to an|activity.|
|g)|Tangible|fixed|assets|and|depreciation|
|OCCAC|capitalises|assets whose value|are over £500.|Depreciation|is|provided|using the|straight|line method|at the|following|annual|rate to reduce|the book|value of the assets concerned|to|their|
|estimated|residual|value over their useful working|lives.|The|life|of the|project|is|used|if|it is|shorter than|the|normal|useful working|life.|
|Fixtures,|fittings|and|equipment — 20%|on|cost|(5|years|useful|working|life)|
|Computer,|plant|and|machinery — 33.33%|on|cost|(Between|3 and|5|years|useful working|life)|
|h)|Fund|accounting|
|OCCAC’s|funds|consist|of Restricted,|Unrestricted,|Base|Funds and|Elderly Welfare|Fund.|The|unrestricted|funds|are|usually|referred|to as|General|Funds.|Restricted|Funds|are earmarked|by the|
|funding|local|authorities|or grant giving|bodies|for a|particular|purpose|that|is|more|specific than OCCAC’s primary|objectives.|Unrestricted|Funds|are|those given|by the funders|towards|the|
|general|objectives|of OCCAC without any|restrictions|being|imposed.|The|Base|Fund|is a designated|contingency fund|set aside|to|safeguard the operations|of OCCAC|in|meeting|its charitable|
|objectives|taking|into due consideration|such|risks posed|to OCCAC,|and the|possible|need|for reserves to meet cash flow|difficulties,|as well|as|statutory|laws and|legislation|affecting|redundancy|
|provisions.|A fourth|fund|- The|Elderly|Welfare|Fund,|set up after receiving|a|£5,000 donation|from an anonymous couple|in|2007/08,|was|spent for the|benefit|of the|needy|elderly,|in|relation|to|
|trips|and|lunches,|at the|discretion|of the|Management Committee|or Administration|Officer.|
|Examples|of Restricted Funds are|those given for specific|health and mental|health|projects, or training|courses,|while General Funds are|applied to advice and community work.|
|Since|Restricted|Funds are normally|spent within|twelve months|of receipt,|any|interest earned|forms|part|of the General|Fund.|
|OCCAC’s|policy|is|to|use|General|Funds|to supplement|the|restricted|activities where appropriate|or to|provide|match funding where|it|is|required|to secure|fundings.|
|Gift Aid|is|included|gross|i.e.|including|tax recoverable|from|HM|Revenue and|Customs.|
|i)|Pensions|
|OCCAC|operates a|defined|contribution|pension scheme|for the|benefit|of its|staff.|Contributions|payable are|charged|to the|Statement|of Financial|Activities|in the|period|in which they are|payable.|
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|esentutlOCCAC Annual|Report|2024|- 2025|Ae Re|
|Unrestricted|Restricted|
|Funds|Funds|Total|Total|
|£|£|£|£|
|3.|HRRKBERBRA|income from|donations and|legacies|
|4%|= Donations|6,790.22|-|6,790.22|9,658.85|
|HRARKEM|Gift Aid|24,050.00|-|24,050.00|19,837.50|
|30,840.22|-|30,840.22|29,496.35|
|488|%%%%|Donated facilities||3,000.00|-|3,000.00|6,000.00|
|"33,840.22|Oe|~~|33,840.22|~~|[35,496.35]|
| OCCAC|received|a|donation|in|kind,|from|Oxford|City|Council,|for the|rent of premises,|the|value|of which|included|in these|financial|statements|
|was|£3,000|(2024:|£6,000).|
|4.|iH|income|from charitable|activities|
|4A i#347WiKAA|=|OxfordLocal AuthoritiesCity Council:|2,950.00|-|2,950.00|3,700.00|
|Bf]|-?xs|Oxfordshire|County|Council|-|Sustainabitty|fund|(BNO)|-|-|-|6,000.00|
|BRRERS|National|Lottery|
|#PERBML|TNLCF|- Awards|For All|-|13,333.32|13,333.32|-|
|Other|Grants|
|4 #864464|%|Oxfordshire Community|Foundation|-|-|-|10,000.00|
|+#AREKE|Oxfordshire Community|Foundation|- NHS|-|18,625.50|18,625.50|6,208.50|
|EH-ZMRMARS|Garfield|Weston|Foundation|-|-|-|11,250.00|
|Fundraising|activities|
|AR|Sale|of Food|&|Materials|3,407.47|-|3,407.47|3,182.70|
|#AR&AR|Membership|Fees|985.00|-|985.00|4,060.00|
|R&R|Raffle|Tickets|1,235.00|-|1,235.00|1,379.00|
|BAKA|Event Charges|40,627.68|-|10,627.68|16,468.63|
|"49,205.15|31,958.82|51,163.97|59,248.83|
|Local Authority Grants above|:|Nature of the|grants|
|Oxford|City Council|Provide|running|costs|for the community|and|advice|centre,|and|rent for festival|celebration|
|5.|RTKS|Investment income|
|5847|#3414,|Bank interest on deposit accounts|576.60|.|576.60|507.14|
|6, HA|Other income|
|HMRC repayment interest|34.82|-|34.82|0.00|
|7.|SHAK|A/|EH|Net Income/(expenditure)|for the year|31/3/2025|31/3/2024|
|This|is|stated|after charging:|
|Depreciation|of tangible|assets|561.31|1,405.96|
|Independent examiner's fee|2,370.00|2,370.00|
|Accountancy fees|1,080.00|1,080.00|
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ledecOCCAC AnnualdeaatetiaihdReport 2024 - 2025 eeCe aa2
31/3/2025 31/3/2025 31/3/2025 31/3/2024
Unrestricted Restricted
Funds Funds Total Total
£ £ £ £
8. Porte K Expenditure On Charitable Activities
wpe Advice Centre 31,761.24 - 31,761.24 58,427.83
Oxfordshire County Council - BN(O) Project Training /
4 Pe BR - BN(O){ 838) Bridge Fund - - - 7,021.83
i A Ba ~ SR~ mA Festivals, Fund-raising & Trips 12,760.97 - 12,760.97 15,055.34
4 i$ Wi BR = Oxford City Council 2,950.00 - 2,950.00 4,060.42
+#28%EH2 Oxfordshire Community Foundation - - - 10,782.07
4£884LE HX Oxfordshire Community Foundation - NHS - 18,665.31 18,665.31 6,840.60
AFRARS HERBML TNLCF- Awards for all 14,015.51 14,015.51 0.00
Total 47,472.21 32,680.82 80,153.03 102,188.09
9. AT RARIEA Staff costs 2024/2025 2023/2024
Salaries 41,063.15 49,669.32
Employer's NI contributions 1,803.74 4,376.40
Pensions 774.45 1,428.01
43,641.34 56,473.73
The average full time equivalent number of employees for the year was 2 (2024: 2.5).
No employee has employee benefits in excess of £60,000 (2024: None).
No remuneration was paid to the Trustees in 2024/25 or any previous year.
The key management personnel of the charity comprise the trustees and Administrator. The total employee benefits of the key
management personnel of the charity were £18,000 (2024 : £18,000 ).
10. ih F Sums reimbursed to Trustees 2024/2025 2023/2024
Reimbursements to Trustees 0.00 0.00
31/3/2025 34/3/2025 31/3/2025 34/3/2024
Unrestricted Restricted
Funds Funds Total Total
1. SE Tangible Fixed Assets £ £ £ £
— fittings, fixtures and equipment
Cost
Balance at 1st April 2024 22,033.94 77,405.95 99,439.89 99,439.89
Additions during the year - - - -
Disposals - - - z
Balance at 31st March 2025 22,033.94 77,405.95 99,439.89 99,439.89
Less accumulated depreciation
Balance at 1st April 2024 -21,187.60 -77 402.95 -98,590.55 -97,184.59
Charge for the year -561.31 0.00 -561.31 -1,405.96
Disposals - - w “
Balance at 31st March 2025 -21,748.91 -77 402.95 -99,151.86 -98,590.55
Net Book Value carried forward 285.03 3.00 288.03 849.34
12. FRKAKH Debtors: Due within one year
Receivable income 4,844.82 4,107.50
Other Debtors and Prepayment 633.00 443.00
5,477.82 4,550.50
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BOR
ecOCCAC Annual Reportee SSS2024 - 2025
essesARS
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|13.|BRAM|Creditors:|Amount|failing|due|within|one|year|
|Other Creditors and|Accruals|8,363.85|8,738.00|
|Income|received|in advance|6,696.68|42,635.50|
|15,060.53|$1,373.50|
|31/3/2025|31/3/2025|34/3/2025|31/3/2024|
|Unrestricted|Restricted|
|Funds|Funds|Total|Total|
|£|£|£|£|
|14,|FRA|income|received|in|advance|.|
|Balance brought forward|4,010.00|38,625.50|42,635.50|11,250.00|
|Plus|received|during|the|year|
|TNLCF|- Awards|for|all|-|-|-|20,000.00|
|Oxfordshire|Community|Foundation|-|NHS|-|-|-|18,625.50|
|Membership|30.00|-|30.00|10.00|
|Donations|=|=|-|4,000.00|
|30.00|0.00|30.00|42,635.50|
|Less|credited|to|revenue|during|the|year|
|TNLCF|- Awards for|all|-|13,333.32|13,333.32|0.00|
|Oxfordshire|Community Foundation|- NHS|-|18,625.50|18,625.50|0.00|
|Membership|10.00|-|10.00|0.00|
|Donations|4,000.00|-|4,000.00|0.00|
|4,010.00|31,958.82|35,968.82|11,250.00|
|Balance|carried forward|30.00|6,666.68|6,696.68|42,635.50|
|The|above|incoming|resources|are|not recognised|in|the|current|year but|deferred|until|the|period|in|which|OCCAC|is|entitled|to expend|the|resource.|
|31/3/2025|31/3/2025|31/3/2025|34/3/2024|
|Unrestricted|Restricted|
|Funds|Funds|Total|Total|
|£|£|£|£|
|15.|8|Be|Charity Funds|
|Balance|brought forward|
|General|Fund|20,443.20|-|20,443.20|27,885.18|
|Designated|Base Fund|54,237.00|-|54,237.00|53,734.23|
|Elderly|Welfare|Fund|-|287.12|287.12|283.71|
|74,680.20|287.12|74,967.32|81,903.12|
|Surplus/(Deficit)|for the|year|
|General|Fund|4,887.15|-|4,887.15|-7,441.98|
|Designated|Base|Fund|575.43|-|575.43|502.77|
|Elderly Welfare|Fund|-|-|0.00|3.41|
|5,462.58|0.00|5,462.58|6,935.80|
|Transfers|between|funds|
|General|Fund|0.00|-|0.00|0.00|
|Designated Base Fund|0.00|-|0.00|0.00|
|Elderly|Welfare Fund|0.00|-|0.00|0.00|
|0.00|0.00|0.00|0.00|
|Balance|carried|forward|
|General|Fund|25,330.35|-|25,330.35|20,443.20|
|Designated|Base|Fund|54,812.43|-|54,812.43|54,237.00|
|Elderly|Welfare|Fund|-|287.12|287.12|287.12|
|TOTAL Funds|80,142.78|287.12|80,429.90|74,967.32|
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Reserve policy The Base Fund is a designated contingency fund set aside to safeguard the operations of OCCAC in meeting its charitable objectives. The level of reserves is determined by the Management Committee taking into due consideration such risks posed to OCCAC, and the possible need for reserves to meet cash flow difficulties, as well as statutory laws and legislation affecting redundancy provisions. All reserves are held in OCCAC's savings and current accounts. The Elderly Welfare Fund, set up after receiving a £5,000 donation from an anonymous couple in 2007/08, was spent for the benefit of the needy elderly, in relation to trips and lunches, at the discretion of the Management Committee or Senior Administration Officer.
- MBS Related party transactions There have been no related party transactions in this reporting period.
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