
## **Trustees’ Annual Report for the period** 

**From 1[st] April 2024 Period start date   To   31.03.25 Period end date** 

## **Charity name: Oaks Meadow Project** 

## **Charity registration number:1192200** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|Provision of facilities for recreation, leisure<br>and education in the interests of social<br>welfare and improving the conditions for life<br>for the residents of Combs, Little<br>Finborough and neighbouring rural<br>settlements.<br>The promotion of sustainable eco systems<br>and recycling with a view to providing<br>education and conservation of local flora,<br>fauna and the environment generally.<br>A commitment to improve moral and<br>spiritual welfare and promote civic<br>responsibility, good citizenship and social<br>cohesion.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|Much of 2024 was spent maintaining and<br>improving the facilities that were already on<br>site. This involved tending to the trees and<br>gardens, the pond and the orchard which<br>visitors to the site have appreciated and<br>enjoyed spending time in the countryside<br>and at one with the natural environment.<br>The playground area continues to be<br>extremely popular with local residents and<br>visitors from further afield. It has become a<br>social hub for all ages, especially the young<br>families that have moved into the village<br>recently, giving them an opportunity to<br>meet with others. The addition of goal posts<br>and net has appealed to the older children<br>along with their parents/carers.<br>Collaboration with other groups and<br>organisations have been of mutual benefit<br>to us all. The Indigo Opportunities Group<br>attend weekly to help with maintaining their<br>sensory garden and the reflective space.<br>Wild Heritage Suffolk have moved onto the<br>meadow and will be establishing their “Let it<br>Grow” programme for social prescribing.<br>The Oaks Meadow Focus/User group have<br>organised social and fundraising events|





|||which have been well attended and much<br>enjoyed by all.<br>At the beginning of 2025 a car park was<br>constructed allowing for 20 cars to park<br>safely on site. Cycle stands have been<br>installed and a ramp off the carpark onto<br>the meadow for wheelchair users. The<br>bank of earth from the construction running<br>alongside the hedge, has been planted with<br>wildflower seeds.|
|---|---|---|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|All Oaks Meadow Project Trustees have<br>had regard to the guidance issued by the<br>Charity Commission on public benefit, and<br>acknowledged such.|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other 

## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|As was set out at it’s inception, Oaks<br>Meadow has provided a safe, country side<br>space for people of all ages to socialise<br>and be at one with the natural environment.<br>Footfall increases month on month and<br>feedback from visitors near and further<br>afield is always positive.<br>There is no other community space within<br>the village of Combs & hamlet of Little<br>Finborough, causing isolation for some and<br>the lack of opportunity to meet others for<br>most.<br>There are manyGrandparents livingwithin|





walking distance of the meadow and they welcome the space to bring their grandchildren when they are caring for them. Not only do they then play on the playground equipment but they love to explore the greenspace with it’s many pathways around the trees and gardens with educational sites such as bug hotels on the way. 

## **Additional information (optional)** You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|Bank Balance £10,556.00<br>Cash in hand £128.97<br>Total. £10,684.97|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The Oaks Meadow Reserves Policy states<br>that we hold £1000 in reserves to cover<br>annual running costs.|
|Amount of reserves held|Para 1.22|£2919.48|
|Reasons for holding zero<br>reserves|Para 1.22|**N/A**|
|Details of fund materially in<br>deficit|Para 1.24|**N/A**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**N/A**|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>Para 1.47|<br>Combs Parish Council have covered most<br>of the annual running costs and provided<br>some of the capital required for additional<br>projects through CIL funds.<br>Mid Suffolk District Council have funded the<br>larger part of a capital project through CIL<br>Funds.<br>The Oaks Meadow User Group & Trustees<br>organise fundraising events locally which is<br>adequate to cover the amount needed for<br>the running costs.|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Potential Trustees are invited to apply for a<br>postion as a Trustee. The application is<br>reviewed by all current Trustees and the<br>applicant is informed if they have been<br>appointed.|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|<br>Policies and procedures<br>adopted for the induction<br>and training of trustees|<br>Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|The Oaks Meadow Project|
|---|---|
|Other name the charity uses||
|Registered charity number|1192200|
|Charity’s principal address|Blackberry Barn<br>Bildeston Road<br>Combs<br>Stowmarket<br>IP14 2JZ|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Desiree Shelley|Chairperson|||
||Susan Green|Secretary|||
||Diana Marjoram|Treasurer|||
||Stephen Green||||
||Ian Clark||||
||Georgina Shelley||||
||Darren Lambert||||
||Christopher<br>Holman||||
||||||
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## – 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 

|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|Desiree Shelley|||
||||
||||
||||
||||
||||





## **Funds held as custodian trustees on behalf of others** 

Description of the assets N/A 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** 



## **Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

S G Green **Signature(s)** D G Shelley Susan Green **Full name(s)** Desiree G Shelley **Position (eg Secretary,** Chairperson Secretary. **Chair, etc)** 

**Date** 

13.09.25 




|**Charity Name**|**No (if any)**|||
|---|---|---|---|
|**Oaks Meadow Project**|**1192200**|||
|**Receipts andpayments accounts**|||**CC16a**|
|01/04/2024<br>**For the period**<br>**from**<br>Period start date|31/03/2025<br>Period end date<br>**To**|||



|**Section A Receipts and payments**|**Section A Receipts and payments**||||||
|---|---|---|---|---|---|---|
|**A1 Receipts**|**Unrestricted**<br>**funds**<br>**to the nearest**<br>**£**<br>**55**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**55**<br>**-**<br>**-**<br>**-**<br>**55**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br> **-**<br>**-**<br>**-**<br> **-**<br>**-**<br>**55**<br>**-**<br>**-**<br>**55**|**Restricted**<br>**funds**<br>**to the nearest £**<br>**-**<br>**26 488**<br>**2 760**<br>**-**<br>**8 933**<br>**500**<br>**-**<br>**-**<br>**38 682**<br>**-**<br>**-**<br>**-**<br>**38 682**<br>**146**<br>**71**<br>**35 488**<br>**3 583**<br>**125**<br>**51**<br>**-**<br>**-**<br>**-**<br>**39 464**<br>**-**<br>**-**<br>**-**<br>**39 464**<br>**-                    782**<br>**-**<br>**-**<br>**-                    782**|**Endowment**<br>**funds**<br>**to the nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**Total funds**<br>**to the nearest £**<br>**55**<br>**26 488**<br>**2 760**<br>**-**<br>**8 933**<br>**500**<br>**-**<br>**-**<br>**38 736**<br>**-**<br>**-**<br>**-**<br>**38 736**<br>**146**<br>**71**<br>**35 488**<br>**3 583**<br>**125**<br>**51**<br>**-**<br>**-**<br>**-**<br>**39 464**<br>**-**<br>**-**<br>**-**<br>**39 464**<br>**Cross Add Error**||**Last year**<br>**to the nearest £**|
|Donations|**55**|||||**-**|
|MSDC|**-**|||||**-**|
|LocalityBudget(CC & DC)|**-**|||||**-**|
|Suffolk CountyCouncil|**-**|||||**-**|
|Combs Parish Council|**-**|||||**-**|
|FundingOrganisations - Co-op|**-**|||||**-**|
|Local Fundraising|**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_**_(Gross income for_<br>_AR)_|**55**|||||**-**|
||||||||
|**A2 Asset and investment sales,**<br>**(see table).**|||||||
||**-**||||||
||**-**|||||**-**|
|**_Sub total_**|**-**|||||**-**|
|**_Total receipts_**<br>**A3 Payments**|||||||
|||||||**-**|
||||||||
|Insurance|**-**|||||**-**|
|Bank Charges|**-**|||||**-**|
|Site Groundworks & Design|**-**|||||**-**|
|Structure & Equipment|**-**|||||**-**|
|Trees,hedging& Plants|**-**|||||**-**|
|Admin & office expenses|**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_ **|**-**|||||**-**|
||||||||
|**A4 Asset and investment**<br>**purchases, (see table)**|||||||
||**-**||||||
||**-**||||||
|**_Sub total_ **|**-**|||||**-**|
|**_Total payments_**<br>**_Net of receipts/(payments)_**<br>**A5 Transfers between funds**<br>**A6 Cash funds last year end**<br>**_Cash funds this year end_**|||||||
|||||||**-**|
||||||||
||**55**|**-                    782**|**-**|**Cross Add Error**||**-**|
||**-**|**-**|**-**|**-**||**-**|
||**-**|**-**|**-**|**-**||**-**|
||**55**|**-                    782**|**-**|<br>**#VALUE!**||**-**|



CCXX R1 accounts (SS) 

1 



## **Section B Statement of assets and liabilities at the end of the period** 

|**Categories**<br>Signed by one or two trustees on<br>behalf of all the trustees<br>**B1 Cash funds**<br>**B2 Other monetary assets**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>**B5 Liabilities**<br>**B3 Investment assets**|**D Marjoram**<br>Signature<br>**D G Shelley**<br>**Details**<br>**Details**<br>PettyCash<br>**Details**<br>**Details**<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))<br>Bank balance at end of period<br>**Details**|**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**129**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**129**<br>**-**<br>Agreement Error<br>Agreement Error<br>**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**10 556**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**liability relates**<br>**Amount due**<br>**(optional)**<br>**-**<br>**-**<br>**-**<br>Print Name<br>D G Shelley<br>D Marjoram|**Endowment**<br>**funds**<br>**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**<br>**funds**<br>**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**<br>**(optional)**|
|||||
|||||
|||||
|||||
||||Date of<br>approval|
||**D G Shelley**|D G Shelley|**09/08/2025**|
||**D Marjoram**|D Marjoram|**09/08/2025**|



CCXX R2 accounts (SS) 

2 



CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examlner's
report on the accounts
Section A
Independent Examinevs Report
R•port lo th• tni819•41
memb•r8 of
Oaks Meadcfyv Projecl
On account• for lh• year
ended
March 31. 2025
ChaTIty no
Ilf any)
1192200
S•t out on pa
I report to the truylees ￿ my examinatlon of the accounts of the above
charity (Ihe Trusl.) for the year ended
Responslbllltl•8 and As the tharity trusteey ol the Trust. YOU 8r8 rasponslble for the pr8p3ratw)n
basls of report of th8 account8 In accordance wllh the ffjquiremenls of Iha Charilles Act
2011 ('Ihe Acr).
I ryrt In resp￿1 of my ex￿1ftaIl￿ ol the Trust's acc4)unls wrled out
under section 145 01 the 2011 Act and In carrylng out rny examlnallon, I
have followed Ihe appflcable Dlrections given by the Charity CommissFon
under secllon 145(5)(b) of the Act.
I have wmFApled ry examlnolion. I cwfwm thal no malgrtsl maiter8 have
come to my attentlon (other than that dlsdosed below ') In connection wlth
Ihe examination vthich kives me cause to b81iev8 Ihal in, any material
Indopond•nt
•xamlnerf5 Statement
accounting records were not kept In accordance WFth sectlon 130 of
the Act or
the a¢￿￿ntS do Tb)t a¢￿d wlth the accounting re(xxd8
I have no 0￿cernS 8nd have come across no other matters in ¢onnectlon
wlth Ihe oxamlnation to which attentlon should be drawn In ordor to enabl8 a
proper und8rsl8nding of the accounts to be re8ched,
• Please delele tho wonls In the braL*ets If they do nol apply.
81gned:
Dat•:
Naffle:
R•l•v4nt prohsslonal
qu•llficatlon{•) or body
(11 any):
Addr•o8:
fvsr
Octobw 2018

Section
Disclosure
Only complete rf Ihe examiner n8eds lo highlighl matter5 of concern (see CC32.
Independent examlnatlon of charity acu)unts", directions and guidance for
examlnersl.
Glv8 here brief detalls of
any Item8 that the
examlner wishes to
dl$close,
October 2018