## **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~~ **TAR** 1 ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - 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. **TAR** 2 The main activities undertaken for the public benefit were the making of grants to the following charities: - **Grief Encounter – Professional one-to-one counselling sessions for bereaved children who have lost a parent or sibling** - **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)** - **Footsteps Foundation - Providing specialist physical therapy to disabled children** - **Children’s Scrapstore - Re-using clean waste materials to create art and play activities for children in Bristol** - **Afghanistan and Central Asian Association (ACAA) - Running workshops to empower girl refugees in digital skills and innovation** - **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 **TAR** ## **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: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. Section D Achievements and performance **TAR** 4 ## 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. **TAR** 5 ## **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)** - The charity’s principal sources of fundraising include direct donations, - You **may choose** to include sponsored events and fundraising events. - additional information, where relevant about: Our only expenditure is on fees automatically charged by payment - • the charity’s principal processing companies (ie Justgiving) and on occasion fundraising event sources of funds (including entry (e.g. London Marathon). any fundraising); - • 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). - supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. - **Section F Other optional information** - ~~_~~ **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 **TAR** 6 |**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**| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |||**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|| |**_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_**

| |**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**| |**_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_**| ||||||||||||||**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**||| ||||||**£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**|| |||||||| ||**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_||||||| |**12,697.00****_TOTAL 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: - 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 - 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. **----- Start of picture text -----**
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Date: 4 LIS2000 ¢ W, £O¢dé MA AVAEM ERST—
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**----- End of picture text -----**