CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, annual report (including Directors, report) for the period From: 0110412024 Period start date To: 311031205 Period end date Charity name: The Oaktree Farm Foundation Services Charity registration number: 1163592 Objectives and activities SQRP reference Par8 1.17 Summary of the purposes of the charity as sel out in its overnin document 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. Statement confirming whether the truslees have had regard to the guidance issued by the Charity Commission on public benefit To relieve the needs of adults on the autism spectrum or with a range of learnin difficulties. Providing a safe and comfortable environment for respite care. Such care is of vital importance to all parentslcarers to enable them to continue in their role. Para 1.17and 1.19 Para 1.18 The Trustees have full regard to the guidance issued by the Charity Commission on public benefit. Additional information (optional) You ma choose to include further statements where relevant about.. SORP reference Policy on grant making Para 1.38 Policy on social investment including program related investment Par8 1.38 Contribution made by volunteers Para 1.38
Other Achievements and performance The charity continued during the year to put in place structures to enable the charity objectives to be achieved. Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Par8 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 performan against objectives Par8 1.41 Other
Financial review Review of the charity's financial position at the end of the eriod Statement explaining the policy for holding reserves stating why they are held Para 1.21 The charity received donations in the year, the funds held in reserve for the future rovision of services. Reserves are held for the future provision of services in accordance with the charity objectives. Para 1.22 Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Para 1.22 Para 1.22 £11,067. Par8 1.24 Explanation of any uncertainties about the harity continuing as a going oncern Para 1.23 Additional information (optional) You ma choose to include further statements where relevant about.. 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 facing the charity Para 1.46 Olher Structure, governance and management Description of charity's trusts.. Type of goveming document.. for example, trust deed, meniorai,dum and articles of association elc How is the charity constituted? Para 1.25 CIO- Foundation registered 16 September 2015 Par8 1.25 Charitable Incorporated Organisation
for example limited company, unincorporated 2SSOC12110n. cio 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 Appointed by existing Trustees. Additional information (optional) You ma choose to include further statements where relevant about.. Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Para 1.51 Other
Reference and administrative details Charit name Other name the charit uses Re istered charil number Charity's principal address The Oaktree Farm Foundation Services TOFFS 1163592 Oaktree Farm Copsale Road Copsale Horsham RH13 6QT Names of the charity trustees who manage the charity Dates acted if not for whole ear Trustee name Office lif any) Name of person lor body) entitled toa oint trustee ifan Amanda Churcher Andrew Churcher Claudia Churcher Megan Walkden Anita Hambrook Naomi Lawrence 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re ortwasa roved Director name Name of trustees holding title to propety belonging to the charity Trustee name Dates acted if not for whole ear
Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and object5 of the charity on whose behalf the assets are held and how this falls Wlthin the custodian charit 's ob'ects Details of arrangements for safe custody and segregation of such assets from the charit '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 information} Exemptions from disclosure Reason for non-disclosure of ke ersonnel details Other o tional infonnation
Declarations The company has taken advantage of the small companies, exemption in preparing the report above. The trustees declare that they have approved the trustees, report (including directors, report} above. Signed on behalf of the charitv, trusteesldirectors Signature(s) Full name(s) Position (for example Secretary, Chair, etc) Andrew Churcher Chair Date 1710212026
CHARITY COMMISSION FOR ENGIAND AND WALE5 The Oaklree Farm Foundation ServiTrs 1163592 Receipts and payments accounts CC16a For th8 period from 0110412024 3110312025 To Section A Receipts and payments Unrestricted fund8 to tho n8ar88t Restricted funds Endowrnent fund8 Total fund8 Last year tothè nearest £ tothè nearest £ to thè nè8re8t £ tothè nearest £ A1 Recelpts Donations and legae5 2,371 2,371 4,668 Sub total(Gross income for ARJ 2.371 2,371 4.668 A2 Asset and Investment sales, Isee table). Sub total 2,371 2,371 4,668 A3 Payments Sub total A4 As8et and investment purchases.18ee tsblel Sub total Net of reCeip(payments) AS Transfers beeen funds A6 Cash funds last year end Cash funds this yearend 2,371 2,371 4,668 2,371 2,371 4,668 CCXX R1 accounts ISSI 1610312026
Section B Statement of assets and liabilities at the end of the period Unrestricted fund5 to nearest£ Restricted funds to nearest£ Endowment funds to nearest£ Cat•goriès Datails B1 Cash funds Bank tklance 11.067 Total cash funds 11,067 14ree with ceIpts Qnd poyments accDunt(s11 Unrestricted fund5 to nearest£ Restricted funds to nearest£ Endowmgnt funds to nearest£ Details Fund to whlch asset belon Curwnt valu8 Details Cost loptionall B3 Invg$lm9nt assgts FLJnd to which asset belon Details Cost loptionall Currentvalue B4 Assets retained for the charity's own use Fund to whlch relates Amount (Juo Whon duo Details BS Liabilit19$ Signed by one or two trustees on behaw of all the trustees Print Name Date of roval Andrew Chur¢her 1710212026 CCXX R2 accounts ISSI 1610312026