a 1 ; @ ## 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 **----- Start of picture text -----**
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||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---| |a|i| |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.| **----- End of picture text -----**
. 1 , ||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.| ||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| ||||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| |mm|| @ @ ## 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| |---|---|---| |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
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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| |||student’s families to OAFS.| |||Further paymentsfrom the bank during| |||the year include:| |||-
£7630 in giftsto Oakfield including| |||£6940 towards the ‘Big Green Up’| |||ofthe prep playground| |||-
£510 towards the Year 6 leavers| |||party| |||-
£683 towards other administration| |||costs| |Investment policy and||| |objectives including any
social investment policy|Para 1.46|| |adoptedseamen
an|
risks
facing the chari
Para 1.46||| @ @ **----- Start of picture text -----**
om
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## Structure, Governance and Management |trusts:||| |---|---|---| |Type of governing document | Para 1.25||Constitution| |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|Trusteesaree**l**ectedbymembers 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|| **----- Start of picture text -----**
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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 @ **----- Start of picture text -----**
Corporate trustees — names of the directors at the date the report was
approved
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[Diectorname
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Name of trustees holding title to property belonging to the charity @ [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. @ ® Signed on behalf of the charity’s trustees @ **----- Start of picture text -----**
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) 1 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) 2 ## =>! 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 **----- Start of picture text -----**
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 . **----- Start of picture text -----**
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: - accounting records were not kept in accordance with section 130 of the Act or - e the accounts do not accord with the accounting records - | 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 - @ *proper understandingPlease delete the wordsof thein accountsthe brackets to beif they reached. do not apply. **----- Start of picture text -----**
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