Trustees' Annual Report for the period
Period start date Period end date 1 April 2024 31 March 2025
From To
Section A Reference and administration details
The George Oliver Foundation
Charity name The George Oliver Foundation Other names charity is known by Registered charity number (if any) 1135701 Charity's principal address The Millstream Brookstones, Sydenham Chinnor, Oxon Postcode OX39 4LY ~~——~~ Names of the charity trustees who manage the charity Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any) 1 Mark Oliver Chair 2 Emily Oliver 3 Richard Jones 4 Tom Rogers 5 Clare Skinner 6 Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole year ~~|=S==~~ Names and addresses of advisers (Optional information) Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management Description of the charity’s trusts Trust Deed Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Appointed by Trustee resolution Trustee selection methods (eg. appointed by, elected by) ~~os~~
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Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
The objects of the Trust are to make grants to or for such charitable purpose or purposes or to such charitable institution or institutions as the Trustees in their discretion think fit.
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The main activities undertaken for the public benefit were the making of grants to the following charities:
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Grief Encounter – Professional one-to-one counselling sessions for bereaved children who have lost a parent or sibling
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Wamba Community Trust - Refurbishing the premises at Ruby Pre-School in Lentani, Kenya and providing pupils with books, equipment and daily meals
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
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Footsteps Foundation - Providing specialist physical therapy to disabled children
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Children’s Scrapstore - Re-using clean waste materials to create art and play activities for children in Bristol
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Afghanistan and Central Asian Association (ACAA) - Running workshops to empower girl refugees in digital skills and innovation
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Jessie’s Fund - Project to help children with learning disabilities and their teachers through music therapy and training
The above grants meet the charitable purposes set out by the Charities Act in a number of areas, but is primarily aimed at the relief of those in need by reason of youth.
The Trustees have had regard to the guidance issued by the Charity Commission on public benefit as set out here: http://www.charitycommission.gov.uk/Charity_requirements_guidance/Ch arity_essentials/Public_benefit/public_benefit.aspx 3
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Additional details of objectives and activities (Optional information)
Our policy on grant making is that the Trustees consider all applications made for grants, score the applications individually and then consider as a group the top scoring applications and allocate funds appropriately. This process occurs annually in February and March, with funding given in April. Applications can be made at any time during the year, using our standard application form only (see website). All applications will not be considered until February (annual deadline 31[st] January).
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
During the year, we agreed to undertake funding obligations in respect of the charities (as set out above).
In 2024/25 we were very lucky to have the fundraising support of many brilliant people – Roz Bherer took on the Paris Marathon, KBAR Cricket team held a fundraising match, Mounir Torabi ran a solo marathon, George’s cousins ran a half marathon, Sarah Woods completed a swim challenge and Lizzy Pocock completed the London marathon 2025.
We also had the fantastic ongoing support of our loyal regular donors.
We also received grants from CMS Foundation and a large donation from Brian Oliver.
We held our third annual quiz and raised approximately £4000 with this event.
In December we also made and sold George Oliver Foundation Christmas cards, designed by George’s cousin Tilia Rand-Bell, raising around £1000.
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Section E Financial review
Any reserves are carried over to the next year and are applied to future Brief statement of the projects.
charity’s policy on reserves
Details of any funds materially in deficit
N/A
Further financial review details (Optional information)
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The charity’s principal sources of fundraising include direct donations,
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You may choose to include sponsored events and fundraising events.
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additional information, where relevant about: Our only expenditure is on fees automatically charged by payment
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• the charity’s principal processing companies (ie Justgiving) and on occasion fundraising event sources of funds (including entry (e.g. London Marathon). any fundraising);
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• how expenditure has All costs are met by Mark and Emily Oliver and not taken from the charity donations (eg promotional material/website costs etc).
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supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
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Section F Other optional information
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~~_~~ Section G Declaration The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Emily Oliver Position (eg Secretary, Chair, Secretary etc)
Date 25/1/26
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| The George Oliver Foundaton- Accounts 1st April 2024- 31st March 2025 | The George Oliver Foundaton- Accounts 1st April 2024- 31st March 2025 | The George Oliver Foundaton- Accounts 1st April 2024- 31st March 2025 | TOTALS 2,590.00 10,985.00 904.32 699.96 13,512.29 0.01 73.84 3,224.04 31,989.46 |
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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| APRIL | MAY | JUNE | JULY | AUGUST | SEPT | OCT | NOV | DEC | JAN | FEB | MARCH | TOTALS | ||
| RECIEVED Monthly Direct Donatons 235.00 Individual Online Donatons 100.00 Square Online Shop - CAF / Charites Trust 18.33 Just Giving 1,247.93 Paypal / Ebay - Cheques / cash - Gif Aid (from HMRC) - TOTAL(incoming by month) 1,601.26 |
215.00 - - 18.33 16.62 0.01 - - 249.96 |
195.00 1,000.00 - 18.33 231.22 - 73.84 - 1,518.39 |
235.00 60.00 - 18.33 72.70 - - - 386.03 |
215.00 1,840.00 - 18.33 11.87 - - - 2,085.20 |
215.00 2,500.00 - 510.00 288.98 - - 1,914.87 5,428.85 |
215.00 - 12.42 26.66 7,386.78 - - - 7,640.86 |
195.00 340.00 315.91 18.33 411.48 - - - 1,280.72 |
225.00 1,525.00 52.05 18.33 2,225.37 - - - 4,045.75 |
215.00 - - 18.33 148.95 - - - 382.28 |
195.00 710.00 - 8.33 749.05 - - 1,309.17 2,971.55 |
235.00 2,910.00 523.94 8.33 721.34 4,398.61 |
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| CARRIED OVER (FROM PREVIOUS MONTH) From 31st March 20,227.00 TOTAL £ 20,227.00 21,828.26 |
21,810.26 22,060.22 |
22,042.22 23,560.61 |
23,542.61 23,928.64 |
1,865.64 3,950.84 |
3,932.84 9,361.69 |
9,343.69 16,984.55 |
16,966.55 18,247.27 |
18,229.27 22,275.02 |
21,813.02 22,195.30 |
22,177.30 25,148.85 |
25,130.85 29,529.46 |
Total incoming 1.4.24 - 31.3.25 |
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| EXPENDITURE Project funds Costs Just Giving 18.00 TOTAL(each month) 18.00 |
18.00 18.00 |
18.00 18.00 |
22,045.00 18.00 22,063.00 |
18.00 18.00 |
18.00 18.00 |
18.00 18.00 |
18.00 18.00 |
444.00 18.00 462.00 |
18.00 18.00 |
18.00 18.00 |
18.00 18.00 |
22,045.00 444.00 216.00 - 22,705.00 |
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| END OF MONTH BALANCE 21,810.26 |
22,042.22 | 23,542.61 | 1,865.64 | 3,932.84 | 9,343.69 | 16,966.55 | 18,229.27 | 21,813.02 | 22,177.30 | 25,130.85 | Total outgoing 1.4.24 - 31.3.25 ce |
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| 29,511.46 | ||||||||||||||
| End of year balan |
Expenditure Breakdown
| Expenditur | e Breakdown | e Breakdown | e Breakdown |
|---|---|---|---|
| Individual amount | For | Total | |
| April | 18.00 | JUST GIVING | 18.00 |
| May | 18.00 | JUST GIVING | 18.00 |
| June | 18.00 | JUST GIVING | 18.00 |
| July | 18.00 2735.00 1000.00 3310.00 5000.00 5000.00 5000.00 22063.00 |
JUST GIVING WAMBA COMMUNITY TRUST CHILDRENS SCRAPSTORE JESSE'S FUND ACAA FOOTSTEPS FOUNDATION GRIEF ENCOUNTER |
22063.00 |
| August | 18.00 | JUST GIVING | 18.00 |
| Sept | 18.00 | JUST GIVING | 18.00 |
| Oct | 18.00 | JUST GIVING | 18.00 |
| Nov | 18.00 | JUST GIVING | 18.00 |
| Dec | 18.00 444.00 462.00 |
JUST GIVING LONDON MARATHON |
462.00 |
| Jan | 18.00 | JUST GIVING | 18.00 |
| Feb | 18.00 | JUST GIVING | 18.00 |
| March | 18.00 | JUST GIVING | 18.00 |
TOTAL EXPENDITURE
£22,705.00
| Monthly Donatons | Amount | Monthly Date | Inital Date | Annual total for Gif Aid(From 1/4/23 to 31/3/24)* | ||
|---|---|---|---|---|---|---|
| Stephen Hayes Rogers James Benjamin Patrick Orchard Eleanor Owen Daisy Grit th William Hodgson Williamsons J Leonard D Robins Approx monthly total |
100.00 1st 10.00 1st 20.00 1st 25.00 1st 10.00 1st 10.00 16th 10.00 21st 20.00 30th 5.00 5th 5.00 15th 215.00 |
2011 2011 2015 2015 2011 2011 2011 2013 2019 2019 |
1200.00 120.00 240.00 300.00 120.00 120.00 120.00 240.00 60.00 60.00 £2,580.00 |
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| £2,580.00 | ||||||
| Just Giving /CAF regular Sophie Brigstocke David Snape CMS Javier Eschave LHR Approx monthly total |
10.00 22nd 8.33 28th 62.50 inc Gif Aid 80.83 |
Dec-16 2023? |
Annual monthly total via CAF / JG 120.00 99.96 750.00 £969.96 |
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| Approx Annual Total from Reg Donors | £3,549.96 | |||||
| *Monthly donatons only, not i | ncluding ad | hoc donatons b | y these people |
Direct Payments Online
| NAME ELIGIBLE DONATIONS LUCINDA TORABI MARK OLIVER JAD TORABI JAD TORABI GARFORTH MARILYN PLUMMER J TWEEDIE BRIAN OLIVER MARK KERMACK MARK OLIVER DAN BRADLEY JOHN ASHFIELD TOM KNOWLES SARAH WOOD EMILIE CHRISTMAS JAMES ARCHIBALD RUTH COULSON RICHARD BALKWILL PHIL ARCHER CLARE SKINNER JOHN GOODWIN ANNA EDWARDS PHIL ARCHER M LOFTUS S JONES H SMITH T TEMPLETON MARK OLIVER J CHURCH G FOREMAN M LOFTUS R COULSON J TORABI L TORABI T ROGERS GARFORTH Z BEATTIE |
AMOUNT DATE 100.00 4/3/2024 1,000.00 6/27/2024 DO 60.00 7/1/2024 H 20.00 8/20/2024 150.00 8/22/2024 220.00 8/23/2024 450.00 8/23/2024 1,000.00 8/23/2024 GREAT G 540.00 9/17/2024 640.00 9/17/2024 DO 20.00 9/18/2024 50.00 9/18/2024 20.00 9/19/2024 480.00 9/23/2024 LAK 100.00 11/7/2024 DO 20.00 11/11/2024 100.00 11/21/2024 DO 70.00 11/25/2024 DO 50.00 11/26/2024 DO 25.00 12/5/2024 500.00 2/13/2025 120.00 2/24/2025 90.00 2/27/2025 120.00 3/3/2025 120.00 3/3/2025 135.00 3/3/2025 120.00 3/3/2025 1,540.00 3/4/2025 DO 120.00 3/5/2025 135.00 3/5/2025 15.00 3/7/2025 30.00 3/7/2025 30.00 3/10/2025 40.00 3/10/2025 135.00 3/10/2025 200.00 3/11/2025 100.00 3/12/2025 |
Reason |
|---|---|---|
| GEORGE NATION IBA RUN BIKE HDS HDS HDS RANDAD CRICKET NATION CRICKET CRICKET CRICKET E SWIM NATION XC NATION NATION NATION XC HDS Q25 Q25 Q25 Q25 Q25 Q25 NATION Q25 Q25 Q25 Q25 Q25 Q25 Q25 HDS Q25 |
8,115.00 TOTAL FOR GIFT AID
NOT ELIGIBLE
| NOT ELIGIBLE | ||
|---|---|---|
| CMS CAMERON MCKENNA | 750.00 | 9/18/2024 |
| 1000 FILMS | 1,500.00 | 12/19/2024 |
| R HESKETH | 30.00 | 3/6/2025 |
| MANKOWIT | 15.00 | 3/7/2025 |
| A WATSON | 25.00 | 3/10/2025 |
| 2,250.00 | TOTAL NOT ELIGIBLE |
| SHOP REVENUE- April 2024 to March 2025 APRIL - MAY - JUNE - JULY - AUG - SEPT - OCT 12.42 NOV 315.91 DEC 52.05 JAN - FEB - MAR 523.94 |
SOURCE XC XC XC RAFFLE |
|---|---|
| Annual Total 904.32 |
| Fundraisers Log 2024-25 Fundraiser |
Total | Platorm | Event Date | Cost of ent | ry | |
|---|---|---|---|---|---|---|
| ROZ PARIS MARATHON 196.00 JG 4/1/2024 0.00_Most donatons in 23/24 accounts_ KBAR CRICKET EVENT JG - £200 / DIRECT - £630 830.00 9/15/2024 0.00 MOUNIR'S MARATHON 7,808.00 JG 9/28/2024 0.00 COUSINS HALF MARATHON 2,321.00 JG 11/30/2024 0.00 SARAH WOODS SWIM 480.00 DIRECT 9/1/2024 0.00 LIZZY POCOCK LONDON MARATHON 2025 1,258.00 JG 4/25/2025 444.00_More donatons in 25/26 accounts_ |
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| 12,697.00TOTAL FROM OTHER PEOPLE FUNDRAISING EVENTS | ||||||
| BIG DONATIONS BRIAN OLIVER FROM GREAT GRANDAD 1,000.00 CMS CAMERON MCKENNA 750.00 9/18/2024 CMS CAMERON MCKENNA SECOND GRANT paid via CAF 500.00 9/15/2024 1000 FILMS 1,500.00 12/19/2024 3,750.00 OTHER EVENTS XMAS CARDS 2024 711.00 QUIZ 2025 3,979.00 4,690.00 |
Independent examiner’s report to the trustees of The George Oliver Foundation
| report on the accounts of The George Oliver Foundation for the year ended 31* March 2025.
Respective responsibilities of trustees and examiner
The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 43(2) of the Charities Act 1993 (the 1993 Act) and that an independent examination is needed.
It is my responsibility to:
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e examine the accounts under section 43 of the 1993 Act; e to follow the procedures laid down in the general Directions given by the Charity Commission under section 43(7)(b) of the 1993 Act; and
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e tostate whether particular matters have come to my attention.
Basis of independent examiner’s report
My examination was carried out in accordance with the general Directions given by the Charity Commission. 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 statement below.
Independent examiner's statement
In connection with my examination, no matter has come to my attention:
(1) which gives me reasonable cause to believe that in any material respect the requirements:
- e to keep accounting records in accordance with section 41 of the 1993 Act; and e to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 1993 Act
have not been met; or
(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of
the accounts to be reached.
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