CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees, Annual Report for the period From: 0110812023 {Period stsrt date) To: 3110712024 {Period end date) Charity name: Oakfield Association of Friends (OAFS) Charity registration number: 1113137 Objectives and Activities SORP referenc• Para 1.17 Summary of the purposes of the charity as set out in its governing document The provision, or assistance in provision, of facilities at Oakfield Preparatory School for the furtherance of the education and development of children attending the school. OAFS arranged a number of fundraising events over the course of the academic year 202312024. These included: second- hand uniform sales, cakes sales, the sale of charity Christmas cards designed by the pupils, a 'Santa parkrun,, a quiz night, a music evening, a Summer Fair, a Disco for pupils, a Movie Night for pupils and a Family Fun Day. 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¥nd Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.18 In deciding what fundraising events to run, and in working with the School to agree on what projects to fund, we have regards to the Charity Commission's guidance on public benefit by: 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. Additional information (optional) You ma choose to include further statements where relevant about.. SORP ieferen None Policy on grant making Pafa 1.38 None Policy on social investment including program related investment P8ra 138 OAFS are an entirely volunteer-run organisation by parents of current pupils at Oakfield Pre arato School. None Contribution made by volunteers Para 138 Other Achievements and Performance SORP referen OAFS were able to undertake many 'in person, fundraising events in 202312024 thanks to the hard work of the volunteers as well as the online sales of second- hand unifonn and Christmas Trees. These events not only raised a gross amount of over £34.Sk, but strengthened the school community for both parents and children; all in-person events were well attended and positive feedback was received from staff, parents and pupils alike. Summary of the main achievements of the charity, identifying the differen￿ the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Parn 1.20 Additional information (optional) You ma 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 Review of the charity's financial position at the end of the period Para 1.21 OAFS ended the financial year in a strong position, having raised a cash surplus of £11,347 after fundraising expenses and expenditure including Gifts towards Oakfield Preparatory School. OAFS hold two bank accounts and PayPal account. which held a totsl of £43,502 in cash on 31st July 2024. Of this, £500 is kept in the PayPal account to cover costs and £7696 was committed towards Gifts to Oakfield (to be purchasedlpaid for during the 2024-25 academic £8196 Statement explaining the policy for holding reserves stating why they are held Para 1 22 Amount of reserves held Para 1 22 Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Para 122 Not applicable. Para 1.24 None held. Para 1.23 None held. Additional infonnation (optional) You ma choose to include further statements where relevant about.. During the financial year, OAFS raised £34,537 {£20,467 after the removal of fundraising expenses). This income was made up of the proceeds of fundraising activities and a termly parental subscription from current student's families to OAFS. Further payments from the bank during the year include: £1714 in gifts to Oakfield including £1100 towards a new table tennis table for the Prep school and £450 towards the Year 6 leavers party. £5351 towards the cost of the annual mini-bus hire for the school £865 towards other administration costs £495 from monies raised for charitylby Year 6 leavers and was paid in full directly to re resentatives. The charity's principal sources of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facin the charit Para 146 Other Structure, Governance and Management Description of charity's trusts.. Type of governing document Para 1.25 Constitution How is the charity constituted? ie a unincorporate Para 125 Unincorporated Association Ir)i 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 Trustees are elected by members at the Annual General Meeting or co-opted by the Executive Committee. Additional infomiation (optional) You ma choose to include further statements where relevant about: Policies and procedures adopted for the induction and trainin of trustees Para 1.51 The charity's organisational structure and any wider network with which the charit works Para 1.51 Relationship with any related arties Para 1.51 Other Reference and Administrative details Charit name Other name the charit uses Re istered charit number Charity s principal address Oakfield Association of Friends OAFS 1113137 clo Oakfield Preparatory School 121-128 Thurlow Park Road SE21 9HP Names of the charity trustees who manage the charity Trustee name Office lif any) Dates a¢ted If not for whole year Name of person {or body) entitled to appoint trustee if an Caroline Collins Chair Victoria Freestone Treasurer Sarah Leach Secretary Anna Onuora Stefania Braccini Abbie Smith Paula O'Donnell Eleni Veli-Richards Lauren Douglas Paul Giannecchini Tshay Adjei Katherine Templeton Kerry Langlois Kathryn Hampson Becky Humphries- Elvis 10 12 13 14 15 16 17 18 19 20 Corporate trustees - names of the directors at the date the report was roved Director name Name of trustees holding title to property belonging to the charity Funds held as custodian trustees on behalf of others Description of the assets held in this capacity None held Name and objects of the charit on whose behalf the assets are held and how this falls within the custodian charit 's ob ects 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 infomiation) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional infonnation) Exemptions from disclosure Reason for non-disclosure of ke No exemptions ersonnel details Other o tional information Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(s) Full name(s) Position (eg Secretary, Chair, etc) (ILW fiLE£ L f￿A{￿lLE CHAI Date Iz I li IzoA* CHARITY COMMISSION FOR ENGLANO ANO WALES Oakfl?Id Asio¢latlon of Frl•nd• Receipts and payments accounts CC16a For the period from To 0110812023 3110712024 Section A Receipts and payments Unrestricted funds to the n••rwl Restricted funds Endowment fund$ Tolal fund8 Last year to th• n¢•mt £ to th• n••re4t£ to th• n••re•t É to th• n••re$t £ A1 Rèeèi Subscrip￿0￿5 Second Hand Unifom Oakfield Farnity Fun day Cauliflower Card Sales Christrn88 Tf8a S81e Santa Run Cake sales Quiz Night San18's Grotto Mu51¢ Night Oakfield Summer Foir Year productson ba Gift5 Irom Oakfield Un8ccounte¢J Easy FundraisinG 6.706 1,866 3.526 673 614 1,061 805 1.743 894 1,765 12,477 1.331 848 13 22$ 8,706 1.866 3.626 673 814 1.051 1.743 894 1.78S 12.477 1.331 13 226 Sub total (Gross income for AR) A2 A88•t and Inv•8tment sales. Isèe tabl•l. 4637 34.537 Sub totsl 34,537 34,537 A3Pa ments Uniforrn Sales o8kfie￿d Family Fun D8y Santa's grotto Chnsimas Ir*¢ sal¢ Santa Run Quiz Night Music Night Y•ar pr¢duaion bar• Gifts 10 Oakfield Year Events Aéministrabve Expena•s MinitrrtJs hire Oakfield Surnrner Fair 49 1.91S 660 310 202 1,339 1.683 712 49 1.915 660 310 202 1.339 1.683 712 2,209 695 865 S,JS1 7.200 23,190 695 065 6.JS1 Sub total 23.19D A4 Assgt and investment purchases,1$o0 tsble Sub tolal 23,190 23,190 Net of recelpts/{payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 11,347 11.347 32,155 43,502 32,1SS 43,502 CCXX R1 accounts ISSI 0711112024 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to n•ar•st £ Restrictsd funds to neart*t £ Endowment funds to n•imt e Categorie$ Deta Ils 81 Cash funds Lws Treasufer 33,323 Llowjs 8usiness 9.678 P#yPal 500 Total cash funds 43.501 Unrestrictgd funds Restricted funds Endowment funds to n•*rest £ Oetails to n•ar••t E to nÈar••t£ B2 Other monetary assets Fund to whl¢h Cufrent v•lu• Details C￿t itsptlonall Fund to whlch ••8et b•lon ¢urr•nt valu• ion•1 Details Cost loptJon•ll B4 Assets retsined for tho charity's own use F¥nd to whlch relot•s Amount du• on41 When due *lon•l Details BS Liabilities Signed by one or truslees on behalf of all thè trustees Dale of roval Pnnl Name Sytsi IAAJV iTr/vfvJ< i Lfo LIA r