## **Trustees' Annual Report for the period**
Period start date Period end date **6 April 2023 5 April 2024**
**To**
**From**
## Section A Reference and administration details
**Charity name** Oxfordshire Open Award **Other names charity is known by** OxDofE **Registered charity number (if any)** 1165793 **Charity's principal address** 16 Sandford Close Abingdon Oxfordshire **Postcode OX14 2PX**
**Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Andy Pope Chairman
2 David Allchin Treasurer
3 Nick Davis
4 Carly Elphick
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
**Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
1
## **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**
Type of governing document
Constitution
- (eg. trust deed, constitution)
Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company)
Elected by members Trustee selection methods
(eg. appointed by, elected by)
## **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**
The advancement in life of young people aged 14 - 25 living in Oxfordshire and the surrounding area by the provision of help and support to participate in the **Summary of the objects of the** Duke of Edinburgh's Award as a means of developing their skills, capacities and **charity set out in its** capabilities to enable them to participate in society as independent, mature **governing document** and responsible individuals.
March **2012**
**TAR**
2
1. To hold a D of E licence to enable the charity to support young people to complete their D of E awards, both directly and indirectly via other selfgoverning organisations using the charity’s licence.
2. To maintain a hardship fund to enable young people within the Oxfordshire area to complete their D of E award where financial constraints may have been a barrier.
3. To maintain a store of expedition equipment for young people to use on their DofE expeditions.
**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)**
4. To provide nationally recognised qualifications for D of E expedition leaders, specifically first aid and Lowland Leader Award.
**Additional details of objectives and activities (Optional information)**
Grants are normally made from the hardship fund to individuals using a specific process, without being unduly intrusive. No grants were made during this reporting period.
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
March **2012**
**TAR**
3
Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
Charitable activity remains low, not having recovered from the impact of the COVID-19 pandemic. Some face to face meetings with participants have restarted, but take up remains very low. Leader training has continued -albeit at a lower level than pre pandemic and very little use was made of the expedition equipment store. Use of the hardship funds either has restarted, albeit at a lower level than before COVID-19. During the year the charity continued to honour its financial commitments with respect to insurance, DofE licences and rental for the equipment store as detailed in the treasurer’s report. We continue to help DofE participants via a virtual service, hoping to resume face to face meetings and expeditions in the near future.
March **2012**
**TAR**
4
## **Section E Financial review**
In the event of the organisation accruing more money in the current **Brief statement of the** account than is needed for the day to day running of the organisation, **charity’s policy on reserves** then the committee may wish to consider donating at least some of the surplus to the Hardship Fund, reducing the levy made on participants or to another worthwhile cause to support the Duke of Edinburgh’s Award.
**Details of any funds materially in deficit**
None
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
Considering the future of the charity as the need for its services has not recovered since COVID-19 and several of the long term volunteers and trustees are looking to retire.
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
March **2012**
**TAR**
5
**Signature(s) Full name(s)** Andrew John Pope **Position (eg Secretary, Chair,** Chairman **etc) Date** 3/1/2025
March **2012**
**TAR**
6
**----- Start of picture text -----**
Oxfordshire Open Award 1165793
Receipts and payments accounts CC16a
For the period 06-Apr-23 05-Apr-24
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations / repayments - - - -
Kit hire income 149 - - 149 892
Instructor services fees 1,940 - - 1,940 3,030
Packs purchased 557 - - 557 311
Misc/AGM - - - 472
Henley Licence fee contribution 230 - - 230 649
Witney expedition receipts - - - 249
Strategic reserve - - - -
Sub total (Gross income for
2,876 - - 2,876 5,603
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 2,876 - - 2,876 5,603
A3 Payments
Grants made - 1,321 - 1,321 -
Purchase of packs 468 - - 468 240
Instructor services 1,753 - - 1,753 1,249
Kit purchase and storage 120 - - 120 120
Licence 395 - - 395 1,528
Insurance 1,259 - - 1,259 1,291
DBS - - - 94
Other costs 115 - - 115 180
Winey expedition costs - - - 10
Sub total [ 4,110 ] 1,321 - 5,431 4,712
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 4,110 1,321 - 5,431 4,712
Net of receipts/(payments) - 1,234 - 1,321 - - 2,555 891
A5 Transfers between funds - - - - -
A6 Cash funds last year end 5,563 # 10,075 - 15,638 15,638
Cash funds this year end 4,329 8,754 - 13,083 16,529
**----- End of picture text -----**
CCXX R1 accounts (SS)
03/01/2025
1
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
**Details**
**Details**
cash at bank
Cash held by Witney team
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Unpaid invoices for instructor services
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**4,052**
**8,754**
**277**
**-**
**-**
**-**
**4,329**
**8,754**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**1,470**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Andy Pope|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**|
|---|---|---|---|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval
03/01/2025|
CCXX R2 accounts (SS)
03/01/2025
2