Trustees’ Annual Report for the period
From 01.09.24 Period start date To 31.08.25 Period end date
Charity name: The Downley Old School Community Association
Charity registration number: 1108347
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To develop and maintain a community centre for the use of the inhabitants of Downley and to encourage the broadest cross-section of the community to make use of the facilities. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Local marketing and promotion of the facilities offered at the centre and regular news updates are detailed in the free quarterly village magazine. Local notice boards, a web page entry and Facebook are also used to promote awareness of upcoming events and what can be offered at the Centre. The charity’s trustees and management committee meet every month to discuss and develop all aspects of the centre’s management and encourage representation of key local groups on its management committee. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 |
Additional information (optional) You may choose to include further statements where relevant about:
nominated communal events and grants made to small local charities. Para 1.38 All trustees and management committee Contribution made by members are volunteers and the centre volunteers only runs through their support and activity Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The committee has focussed on investments to improve our energy consumption via solar panel installation and introducing more automation (i.e. online booking system & website). We have widened our focus on the activities that we make available to the community and now have over 30 active groups on our weekly/monthly regular schedule. |
. Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity’s financial position is now strong. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity continues to maintain a contingency fund which is designed to deal with any unforeseen expenditure e.g. Heating system or plumbing failures |
| Amount of reserves held | Para 1.22 | £50,000 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Charity still has concerns re cost of utilities (notably gas) but we’ve taken steps to control misuse/waste. |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | The main source of income comes from room hire. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated Association |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Any trustee can propose a new trustee or committee member. It has been our practice to invite new volunteers to attend a number of meetings before any proposal is made. Any new prospective trustee is then proposed and seconded at a trustees meeting by all those present. |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | A detailed Trustees Handbook is maintained which details all current policies and procedures. Available to all trustees. |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The charity works closely with the local Parish Council. Occasional joint funding on local projects |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Downley Old School Community Association |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1108347 |
| Charity’sprincipal address | School Close Downley,High Wycombe Bucks HP13 5TR |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year | Dates acted if not for whole year | Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|---|
| Stephen Morton | Chair | ||||
| David Worsdall | Chair | ||||
| Giles Tandy | |||||
| Catherine Price | |||||
| Frances Neary | Secretary | ||||
| Paul Homer | |||||
| Peter Loadman | |||||
| WendyMonroe -West | |||||
| Pauline Baker | Treasurer | ||||
| Richard Armitage | |||||
| KimberleyReed | |||||
| Caroline Vassie | 4/12/24 to 31/8/25 | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| s and addresses of advisers (Optional information) | s and addresses of advisers (Optional information) | s and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Name of chief executive or names of senior staff members (Optional information) | ||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signedon behalf of the charity’s trustees Signature(s) ~~Secu~~ Full name(s) Stephen James Morton ~~oo~~ Position (eg Secretary, Chair, etc) ~~ee~~[Chair ] Date 05/12/2025 ~~Pn~~
An FOR ENGLAND AND WALES Receipts and payments accounts CC16a from 01/09/2024 ° 31/08/2025
Section A Receipts and payments
Unrestricted Restricted Endowment funds funds funds Total funds Last year tothe nearest £ to the nearest£ to the nearest£ to the nearest£ to the nearest£ A1 Receipts GrantsandDonations TC‘ dC CTC EE BankinteresteS| OSCiBZT(eeOsee| Oe 2 TT 8B},|[«36,916] 126 || a ee foeb ee es a Os Es a QO) OeOs Pe a Sub total(Gross income for AR 7! |Se 42 Asset and investment sales, (see table). ee Subtotal] ——A3 Payments ee | [8.132] Repairs and Maintenance —+|___4sse||__-ee ee| |[- (a|| 4sse|[__——-3,699]| utilitiesCT—“téi‘sSAOO |es | PEre too 883,496 - T__.965| CdYYSTCTTCTCTC SSC~C~ Health andSafety ————~+|[~—SC~—#YTSSCTCCTC] *«dSdYE | insuranceCTCenn C—“‘#‘ATBY7) TCUeS UT]OE7)OY 7 YESS|[1,433] | ns |a [a ee | [| Sub totah_____soo7a] [____- |esJL—_| purchases, (see table ee Po Subtotal Net of receipts/(payments, SRA | A5 Transfers between funds a ee 0 Oe A6 Cash funds last year end ee 2ee | Cash funds this yearend___——96,937]} |[SC] - TL-
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|Section|B|Statement|of assets|and|liabilities|at the|end|of|the|period|
|Unrestricted|Restricted|Endowment|
|Categories|Details|tofundsnearest£|to nearestfunds|[£]|tofundsnearest £|
|eee |ee|
|Total cash funds|ee ||
|(agree balances with|receipts and|payments|
|account(s})|
|Unrestricted|Restricted|Endowment|
|funds|funds|funds|
|Details|to nearest £|to nearest £|to nearest|[£]|
||
|Details|assetbelongsFundto which|Cost (optional)F|c{optionalt|eval|
|— —=|
|ils|Fund to"which|Cost (optional)|Oroetio|[vay.]|
|chanip’s own use|ee |ee|
|Fund|to which|Amount due|When due|
|.|
|Details|liability|relates|(optional)|(optional)|
|Signed by one or two trustees on|.|.|Date of|
|behalf of ail the trustees|Signature|Print Name|approval|
|—ephonws|None|[STEPHEN|MoetoN||]|ves jes|
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Fm.) CHARITY COMMISSION | Independent examiner's report on the iy) FOR ENGLAND AND WALES accounts
Section A
Independent Examiner's Report
Report to the trustees/ Downley Old School Community Association members of
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On accounts for the year | 31% August 2025
ended
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Charity no | 1108347
(if any)
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| report to the trustees on my examination of the accounts of the above charity ("the Trust”) for the year ended 31/08/2023
Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
| report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
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Independent
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examiner's statement _ | have completed my examination. | confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
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e the accounting records were not kept in accordance with section 130 of the Charities Act; or
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e the accounts did not accord with the accounting records; or
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e the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) 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.
| have ne 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.
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Name: | Robert Peter Cook
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Relevant professional qualification(s) or body (if any):
Address: | 105 Littleworth Road
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Downley, High Wycombe HP13 5XA
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IER
1
Oct 2018