## **Trustees’ Annual Report for the period** **From 06.11.2020 Period start date To 01.04.2022 Period end date** ## **Charity name: Oaks Meadow Project** ## **Charity registration number: 119220** ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the purposes Para 1.17 Provision of facilities for recreation,
of the charity as set out leisure & education in the interests of
in its governing social welfare & improving the
document conditions of life for the residents of
Combs, Little Finborough &
neighbouring rural settlements.
Promotion of sustainable eco-systems
& recycling with a view to providing
education & conservation of local flora,
fauna & the environment generally.
Summary of the main Para 1.17 and Provision of a wild life pond with
1.19
activities in relation to viewing jetty. Pedestrian access via a
those purposes for the constructed bridge over a ditch.
public benefit, in Approximately 500 trees planted & 500
particular, the activities, metres of hedging. The planting of an
projects or services orchard. Installation of a composting
identified in the toilet.
accounts.
Statement confirming Para 1.18 The Trustees have had regards to the
whether the trustees guidance issued by the Charity
have had regard to the Commission on public benefit.
guidance issued by the
Charity Commission on
public benefit
**----- End of picture text -----**
## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
SORP reference
Policy on grant making
Para 1.38
Policy on social
investment including Para 1.38
program related
investment
Contribution made by
volunteers Para 1.38
**----- End of picture text -----**
Other ## **Achievements and Performance** **----- Start of picture text -----**
SORP reference
Oaks Meadow Project has provided an
open greenspace for the residents of
Combs, Little Finborough, Battisford
Summary of the main and the wider rural settlements.
Para 1.20
achievements of the Pedestrian access to the site has been
charity, identifying the installed as a footbridge over a ditch.
difference the charity’s A viewing jetty has been constructed
work has made to the into the wildlife pond.
circumstances of its Installation of a composting toilet.
beneficiaries and any Many volunteers have come together
wider benefits to society to plant trees, hedges and an orchard.
as a whole. This has given local residents an
opportunity to socialise and interact
with their neighbours who they
wouldn’t usually get the circumstances
to do.
A youth group have affiliated with the
project and have taken part in
constructing some features.
**----- End of picture text -----**
## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
**----- End of picture text -----**
## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21 The bank balance was £14,765.96 at
financial position at the the end of the period.
end of the period
Statement explaining the Para 1.22 There is no policy for holding reserves
policy for holding
reserves stating why they
are held
Amount of reserves held Para 1.22
Reasons for holding zero Para 1.22 Funds are raised for individual parts of
reserves the project and used for that purpose
only as and when required.
Details of fund materially Para 1.24 There are no deficits
in deficit
Explanation of any Para 1.23 There are no uncertainties
uncertainties about the
charity continuing as a
going concern
**----- End of picture text -----**
## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
**----- End of picture text -----**
## **Structure, Governance and Management** **----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 Charitable Incorporated Organisation
constituted? (Foundation Model)
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Founding Trustees volunteered for the
methods including details positions. Subsequent Trustees are
of any constitutional appointed by the existing ones after
provisions e.g. election to providing a written statement.
post or name of any
person or body entitled
to appoint one or more
trustees
**----- End of picture text -----**
## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
**----- End of picture text -----**
## **Reference and Administrative details** **----- Start of picture text -----**
Charity name Oaks Meadow Project
Other name the charity
uses
Registered charity 1192200
number
**----- End of picture text -----**
**----- Start of picture text -----**
Charity’s principal Blackberry Barn
address Bildeston Road
Combs
Stowmarket
IP14 2JZ
**----- End of picture text -----**
## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Desiree Shelley Chair
2 Susan Green Secretary
3 Diana Marjoram Treasurer Appointed 23.03.22
4 Stephen Green H & S Officer
Sara Waterer
5
Ian Clark
6
Nicola Cleaver
7
8 Georgina Shelley
9
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
Corporate trustees – names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **----- Start of picture text -----**
Trustee name Dates acted if not for whole
year
Desiree Shelley
**----- End of picture text -----**
**Funds held as custodian trustees on behalf of others** Description of the assets 0 held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects 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 information)** **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 key personnel details ## **Other optional information** FI￿ n*lBIIcwee S Poglilon l•g SecrE1￿, C￿1r. etcl **Oaks Meadow Project CIO 119220** **Receipts and payments accounts For the period** Period start date Period end date **To from** 06.11.2020 01.04.2022 ## **Section A Receipts and payments** **----- Start of picture text -----**
Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 7,045 - - 7,045
Locality Budgets (CC & DC) 6,551 - - 6,551
Suffolk County Council - 5,500 - 5,500
Combs Parish Council - 4,100 - 4,100
Funding Organisations - 15,564 - 15,564
Local Fund Raising 667 - - 667
- - - -
- - - -
14,263 25,164 - 39,427
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 14,263 25,164 - 39,427
A3 Payments
Insurance 712 - - 712
Council charges 1,231 - - 1,231
Bank charges 90 - - 90
Site groundwork & design 3,872 - - 3,872
Bank charges 162 - - 162
Trees, hedging & plants 331 - - 331
Admin & office 491 - - 491
- - - -
- - - -
Sub total [ 6,889 ] - - 6,889
A4 Asset and investment
purchases, (see table)
17,772 - - 17,772
- - - -
Sub total [ 17,772 ] - - 17,772
Total payments 24,661 - - 24,661
Net of receipts/(payments) - 10,398 25,164 - 14,766
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end - 10,398 25,164 - 14,766
**----- End of picture text -----**
## **Section B Statement of assets and liabilities at the end of the period** ||||**Unrestricted**|**Restricted**| |---|---|---|---|---| |**Categories**|**Details**||**funds**|**funds**| |**B1 Cash funds**|Bank Account|**_Total cash funds_**|**to nearest £**
**14,765**
**-**
**-**
**14,765**|**to nearest £**
**-**
**-**
**-**
**-**| ||(agree balances with receipts and payments
account(s))||Agreement Error|Agreement Error| ||||**Unrestricted**|**Restricted**| ||||**funds**|**funds**| |**B2 Other monetary assets**|**Details**||**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**| |**B3 Investment assets**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**| |**B4 Assets retained for the**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**| |**charity’s own use**||||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**| ||||**Fund to which**|**Amount due**| |**B5 Liabilities**|**Details**||**liability relates**|**-**
**-**
**-**
**-**
**-**
**(optional)**| |Signed by one or two trustees on
behalf of all the trustees||Signature|Print|Name| ||As copied below||Susan Green|| ||As copied below||Diana Marjoram|| **----- Start of picture text -----**
CC16a
**----- End of picture text -----**
**Last year** ## **to the nearest £** **-** **-** **-** **-** ## **Endowment funds** **to nearest £ - - - -** OK **Endowment funds to nearest £ - - - - - -** **Current value (optional) - - - - -** **Current value (optional)** **When due (optional)** Date of approval 19.02.23 **19.02.23** CHARITY COMMISSION FOR ENGLAND AND WALES i Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Oaks Meadow Prc¥ect CIO On accounts forthe year 01.04.22 ended Charity no 119220 {if any) Set out on pages I report to the trustees on my examination of the accounts of the above charity ('Ihe TrusV'} for the year ended Responsibiltties and As the tharity trustees of the Trust. you are responsible for the preparation of basis of report the accounts in accordan￿ wth the requirements of the Charities Act 2011 ("the A¢V). I report in respect of my examination of the Trusys accounts carried OLrt under section 145 of the 2011 Act and in carrying out my examinab'on, I have followed the appliGgble Directions given by the Charity Commission under section 145(5){b} of the ACL I have completed my examination. I confim that no material matters have come to my attention ( ') in connection with the examination which gives me cause to believe that in, any material respect.. accounting records were not kept in accordan￿ with section 130 of the Act or the acLounts do not accord with the accounting records Independent examine*s statement I have rKJ concems and have come across no other matters in connection with the examination to which attention should be drawn in order to enable proper understanding of the accounts to be reached. . Please delete the wortys in the brackets if they do not apply. Date: ao- 02-202 Name: (ThL%. SGAeFF Relevant professional At4CTrC￿ MA4**IAccoQh5751 PAYLOW. P. qualification{sl or body L4>hslLa*r&d o. P&£rth￿S￿l4P LLP 6thy Sr (if any): IER October 2018