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Z.| CHARITY COMMISSION ie} FOR ENGLAND AND WALES
Trustees’ Annual Report for the period
From: 01/08/2022 (Period start date) To: 31/07/2023 (Period end date)
Charity name: Oakfield Association of Friends (OAFS)
Charity registration number: 1113137
Objectives and Activities
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|Summary|of the|purposes of|||Para|1.17|The|provision,|or assistance|in|provision,|
|thegoverning charity asdocument set out in|its|ofSchool facilitiesfor the furtheranceat Oakfield|Preparatoryof the|
|education|and|development|of|children|
|attending|the|school.|
|Summary|of the|main|fara|1.17 and|OAFS arranged|a number of fundraising|
|activities|in|relation|to|those|:|events|over|the|course|of the|academic|
|purposes|for|the|public|year 2022/2023.|These|included:|second-|
|benefit,|in|particular,|the|hand|uniform|sales,|cakes|sales,|the|sale|
|activities,|projects|or|services|of charity|Christmas|cards|designed|by|
|identified|in|the|accounts.|the|pupils,|a|‘Santa|parkrun’,|a|quiz|night,|
|a|music|evening,|a|Summer|Fair,|a|Disco|
|for|pupils,|a|Movie|Night|for|pupils|and|
|an|overnight|camping|event.|
|Statement|confirming|Para|1.18|In|deciding|what fundraising|events|to|
|whether|the|trustees|have|run,|and|in|working|with|the|School|to|
|had|regard|to the|guidance|agree|on|what|projects|to|fund,|we|have|
|issued|by|the|Charity|regards|to|the|Charity|Commission’s|
|Commission on|public|guidance|on|public|benefit by:|
|benefit|
|-|Aiming|to|fund|projects|that|
|benefit|all|children|at|the|school|
|regardless|of age.|
|-|Funding|projects|that|help|a|
|variety|of|areas|of their|education|
|and|development|of the|school|be|
|that|academic,|sporting|or the|
|Arts.|
|-|Arranging|Social|events|for|
|parents|and|staff to|help|maintain|
|the|school|community.|
|-|Encouraging|parents|to|become|
|involved|in|the|activities|we|run|in|
|the|school.|
|-|Working|with|local|business|
|through|support|of our|events.|
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| Additional information (optional) | Additional information (optional) | ||
|---|---|---|---|
| You may choose to include further statements where relevant about: Po Tsorpreternce[id |
|||
| Policy on social investment | Para 1.38 | ||
| including program related | |||
| investment | |||
| OAFS are an entirely volunteer-run | |||
| Contribution made by | Para 1.38 | organisation by parents ofcurrent pupils | |
| volunteers | at Oakfield Preparatory School. |
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| Se | es | ||
| Achievements and Performance | |||
| sd | po | ORRreferenceTO | TO —C—i‘“C;CsSC‘i*dzC OAFS were ableto undertake many ‘in |
| Summary of the main | person’ fundraising events in 2022/2023 | ||
| achievements of the charity, | thankstothe hard workofthe volunteers | ||
| identifying the difference the charity’s work has made to |
Para 1.20 , |
aswell as theonline sales ofsecond- hand uniform and Christmas Trees. |
|
| the circumstances of its | Theseevents not only raised over £31k, | ||
| beneficiaries and any wider | butstrengthened theschool community | ||
| benefits to society as a whole. |
for both parents and children; all in- person events werewell attended and |
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| positive feedbackwas received from | |||
| staff,parentsandpupilsalike. |
@ AdditionalYou may chooseinformationto include(optional)further statements where relevant about:
| Achievements against | |
|---|---|
| objectives set | Para 1.41 |
| Performance offundraising | |
| activities against objectives | |
| set | Para 1.41 |
| investment performance | |
| against objectives | Para 1.41 |
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Financial Review
| Review of the charity’s financial position atthe end |
Para 1.21 | OAFS ended thefinancialyear in a strong position, having raised a cash surplus of |
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| of the period | £11,320 afterfundraising expenses and | |
| expenditure in gifts to Oakfield | ||
| Preparatory School. | ||
| Ofthis surplus, afurther £5240 is | ||
| allocated towards the retrospective | ||
| 2023/2023 annual fee for hire of a school | ||
| minibus for the children of Oakfield to | ||
| attend events awayfrom the school. | ||
| Statement explaining the | Para 1.22 | OAFS hold both atreasureraccount and |
| policy for holding reserves | a business account, with the latter | |
| stating why they are held | holding a cash reserveof £2935. This is | |
| to ensurethere is funding to cover | ||
| unexpected costswhich may include | ||
| covering the school mini-bus hire in the | ||
| eventtermly parental subscriptions to | ||
| OAFSdonotcovertheannualfee. a le ee ee ee reserves |
||
| deficit | ||
| Explanation ofany | Para 1.23 | None held. |
| uncertainties about the | ||
| charity continuing as a going | ||
| concern | ||
| Additional information (optional) | ||
| You may choose to include further statements where relevant about: |
||
| During the financial year, OAFS raised | ||
| £31,948 (£20,628 after the removal of | ||
| The charity’s principal | fundraising expenses). | |
| sourcesoffunds (including | Para 1.47 | This incomewasmade up ofthe |
| anyfundraising) | proceedsoffundraisingactivitiesanda termly parental subscription from current |
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| student’s families to OAFS. | ||
| Further paymentsfrom the bank during | ||
| the year include: | ||
| - £7630 in giftsto Oakfield including |
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| £6940 towards the ‘Big Green Up’ | ||
| ofthe prep playground | ||
| - £510 towards the Year 6 leavers |
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| party | ||
| - £683 towards other administration |
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| costs | ||
| Investment policy and | ||
| objectives including any social investment policy |
Para 1.46 | |
| adoptedseamen an |
risks facing the chari Para 1.46 |
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Structure, Governance and Management
| trusts: | ||
|---|---|---|
| Type of governing document | Para 1.25 | |
| dirust deed. royal charter | ||
| How is the charity | Para 1.25 | Unincorporated Association |
| constituted? | ||
| (e.g unincorporated | ||
| association, CHO} | ||
| Trustee selection methods including details of any |
Para1.25 | Trusteesareelectedbymembers atthe Annual Genera Meeting orco-opted by |
| constitutional provisions e.g. | the Executive Committee. | |
| election to post orname of | ||
| any person orbody entitled | ||
| to appoint one or more | ||
| trustees |
Additional information (optional) You may choose to include further statements where relevant about:
|Policies and procedures
adopted forthe induction and | Para 1.51|Policies and procedures
adopted forthe induction and | Para 1.51|
|---|---|
|training of trustees||
|The charity’s organisational||
|structureand anywider
network with which the|Para 1.51|
|charity works||
|Relationship with any related | Para 1.51||
|parties||
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Reference and Administrative details
Oakfield Association of Friends
121-128 Thurlow Park Road SE21 SHP
nO OO
Names of the charity trustees who manage the charity
1[ Caroline Coins [Chair|| 2|VictoriaFr e stone [Treasurer | | 3|SarahLeach | Secretary | | @ a{a n aOnuora | | Cid s[Steteniapra c ns | -+i| e{Apbiesmth |P 7[PaulaQ'Donnel[| B|Elenivel-Richards | | 9|Stephanieatkins[TP 10|SarahCampbelfT 11[TshayAder |P 12[LauenDougas|| Wetherell a 14{CarolineBrown[| Elvis a A Oo A A 2
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Corporate trustees — names of the directors at the date the report was
approved
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Name of trustees holding title to property belonging to the charity
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[Trusteename —ss—~~“‘“Cé*d:«Caatte@s actelifnotfor whole year [oO OG QO a GO nn a G
Funds held as custodian trustees on behalf of others
:
| Description of the assets | None held |
|---|---|
| held in this capacity | |
| Name and objects of the | |
| charity onwhose behalf the | |
| assets are held and how this | |
| falls within the custodian | |
| charity’sobjects Details of arrangements for safe custody and |
|
| segregation of such assets | |
| fromthecharity’sownassets |
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
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.
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Signed on behalf of the charity’s trustees
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CHARITY COMMISSION|
FOR [ENGLAND] [AND] [WALES|Oakfield] <8" Nome [ Association] [of][ Friends] CUES TE
Receipts and payments accounts CC16a
For the period (okt shart lates To Sere; Orel gate
from 01/08/2022 31/07/2023
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
PO) ee DO
[Oakfield Underthe stars [OH] || eee VepT-_
TBS] TP Le
[ChristmasTreeSale -
santaRunts PO Pd
eS ee pe
@ YearTt2/3FRm Night PO PS
a 6 ee
TCH TO es
YearSDisco 7”
lOakfield SummerFair CT ta] PCT Pe
PCO es ET
PO ee
Sub total (Gross incomeAR) for bas: sali P|
A2 Asset and Investment sales,
(see table).
ee
po
Sub total]
A3 Payments
[Fundraisingexpenses 12395] PO eats] PO
es |eee Pp
a
[Pe][ =] [eee]
@ [pe] pe)ee 0aEe eee0os
Pe Ce Ee
Pe) Ee Ee LT
Pe
Sub total| 20.68] Po Ed 2 LO-
A4 Asset and investment
purchases, (see table)
ee
ee
Sub total}|
Total payments CC a
Net of receipts(payments)|__—__11,320
ASTransfersbetweenfunds | ee
AG Cash fundslast yearend [20,835
Cash funds this yearend| —_32,155)
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CCXxX R11 accounts (SS)
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Section B Statement of assets and liabilities at the end of the period Unrestricted Restricted Endowment Gategaries Details funds funds funds to nearest £ to nearest £ to nearest £ | es |ee | ee 0 Total cash funds 32,189 [Ls (agree balances with receipts andaccount(s)}payments itis. ek. ns Unrestricted Restricted Endowment funds funds funds Details to nearest £ to nearest £ to nearest £ — — Fund to which . Current value Details assat belon Cost (optional) optional — —= Fund to which Current value Details asset belongs Cost (optional) optional charity's own use ee |eee Fund te which Amount due When due - —Details =liability relates optional =ional Signed by one or two trustees on . F Date of behalf of all the trustees Signature Print Name approval 3 CACOL WE COLL ms} | 2, 0f23 fra thy Wicrua Freee srone iS{ufzor3
CCXX R2 accounts (SS)
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=>! CHARITY COMMISSION| Independent examiner's FOR ENGLAND AND WALES report on the accounts
Section A independent Examiner's Report
Report to the trustees/ . ; members of | Oakfield Association of Friends On accounts for the year | 31 July 2023 ended
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Charity no | 1113137
(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 .
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Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation
@ basis of report of the accounts in accordance with the requirements of the Charities Act
2011 (“the Act’).
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| 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent | have completed my examination. | confirm that no material matters have examiner's statement come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
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accounting records were not kept in accordance with section 130 of the Act or
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e the accounts do not accord with the accounting records
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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 order to enable a
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@ *proper understandingPlease delete the wordsof thein accountsthe brackets to beif they reached. do not apply.
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Name:| CHADS POEL LE
Relevant professional .
qualification(s) or body Rcd C \cA EW
(if any):
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IER
4
October 2018
ae . .
Section B
Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose.
IER
2
October 2018