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

## **From  1 November 2024 to 31 October 2025 Charity name: Oxenford Public Access Defibrillator** 

**Charity registration number: 1204392** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|The objects of the Oxenford Public Access<br>Defibrillator are the advancement of health<br>and the saving of lives for the public benefit<br>in Oxenford and the surrounding area<br>through the provision and maintenance of<br>a public access defibrillator and to facilitate<br>training in Cardiopulmonary Resuscitation<br>(CPR) and the use of defibrillators.|
|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|The charity maintained its Zoll AED Fully<br>Automatic Defibrillator with Outdoor heated<br>cabinet which is installed on external wall of<br>the barn located on Oxenford, TA19 0PP.<br>The Defibrillator was not used during the<br>reporting period.|
|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|The Trustees have, at all times, complied<br>with the guidance of the Charity<br>Commission on public benefit.|



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

||SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38||
|Policy on social investment<br>including program related<br>investment|Para 1.38||
|Contribution made by<br>volunteers|Para 1.38||





## **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|The Charity has ensured that the<br>Defibrillator is in good working order and<br>has ensured that there are sufficient funds<br>available to carry out any future<br>maintenance required.<br>The Trustees met on 24 July 2025 and<br>discussed future plans for the charity and<br>considered whether there were sufficient<br>funds in place to replace to maintain the<br>defibrillator and provide refresher training<br>on its use.<br>The Trustees agreed an activity plan for<br>2025-2028.<br>1. A handbell to be placed in Defibrillator<br>cabinet for summoning local help.<br>2. Refresher training course(s) to be<br>offered on the use of the AED<br>Defibrillator and basic lifesaving training<br>to the residents of Oxenford and the<br>surrounding area in Q4 of 2026.<br>3. The defibrillator battery to be replaced<br>in January 2027.<br>4. +Defibrillator pads to be replaced by<br>February 2028 ( if they have not been<br>used and therefore replaced before that<br>date).|



**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|See attached accounts.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The charity aims to hold twelve months<br>operating costs in unrestricted reserves,<br>and this is reviewed regularly.|
|Amount of reserves held|Para 1.22|See attached accounts.|
|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: 

||||
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47||
|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|We are a small charity with no specified<br>selection methods but when appointing<br>trustees, consideration is given to a<br>balanced board and to specific skill<br>requirements when replacing or adding<br>trustees.|



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

||||
|---|---|---|
|Policies and procedures<br>adopted for the induction<br>and training of trustees|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|Oxenford Public Access Defibrillator|
|---|---|
|Other name the charity uses|n/a|
|Registered charity number|1204392|
|Charity’s principal address|The Wagon House<br>Oxenford<br>Dowlish Wake<br>Ilminster<br>TA19 0PP|





**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(if any)**|
|---|---|---|---|---|
||Brigadier (retd)<br>David Morgan OBE|Chair|Appointed August 2023||
||Janet Carey||Appointed August 2023||
||David Ripley||Appointed August 2023||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||



## – 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** 



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

Description of the assets none 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** 






|~l<br>[~|CHARITYCOMMISSIONI<br> <br>FORENGLANDANDWALES|<br>**Oxenford PublicAccessDefibrillator**|<br>**Oxenford PublicAccessDefibrillator**|<br>**Oxenford PublicAccessDefibrillator**||I|||I|B|B|
|---|---|---|---|---|---|---|---|---|---|---|---|
|||**Recei**|||**ments accounts**||||||**CC16a**|
|||**For the period**||||To||||||
|||**from**||0111112024|||31/10/2025|||||
|Section**A**Receiptsandpayments||||||||||||
|||**Unrestricted**<br>funds||**Restricted**<br>funds|**Endowment**<br>**funds**||Totalfunds||||**Last year**|
|||**totheneaest**|**£**|**tothenearest**£|**to**|**the nearest**£|**tothenearast:£**||||**tothe nearest**£|
|A1R,<br>•...·-·<br>**•in..,,**||||||||||||
|**NONE**|||.||||||||**3,932**|
||||.|||||||||
||||.|||||||||
||||.|||||||||
||||..|||||||||
||||.|||||||||
|**_:;uo_**|. , _**_rossmcometor_**|||||||||||
||_AR)_||.||||||||**3,932**|
|**IA•ASset and mvestment sa,es,**||||||||||||
|'seetablel.<br>NONE<br>**_SUDtom,_**|||.<br>.<br>.|~I||:11||:I§||||
||_Total_receiptsj||**-j**..______·II|||**·ii**||-|11||**3,9321**|
|..._.,<br>**I\Jravmunw**||||||||||||
|NONE|||.||||||||227|
||||.||||||||84|
||||.||||||||700|
||||.|||||||||
||||.|||||||||
||||.|||||||||
||||.|||||||||
||||.|||||||||
||_Sub total_||||||||||**1,011**|
|**A4 Asset and investment**||||||||||||
||_Subtotal_<br>_Total payments_I||_~ii_<br>~I<br>**j**|<br>:II<br> <br>**-jj**||<br>:II<br>**-jj**||:I§<br>-j**j**<br>2,646j||||
|_Netofreceiptsl(payments)~_~<br>ASTransfers -<br>funds<br>•<br>-|||||<br>~<br>•||<br>~<br>-|||<br>~,386<br>-||
|A6cash|fundslastyearend||-|-||•||•|||•|
|_Cash fundsthisyearend_||1|||||||||1,386|





Section B Statement of assets and liabilities at the end of the period
Unrestricted
funds
to nearest £
Restricted
funds
to nearest £
Endowment
funds
to nearest £
B1 Cash funds
CASH AT BANK
1,386
Total cash funds
1,386
(agree balances with receipts and payments
account(s)}
Unrestricted
funds
to nearest £
Restricted
funds
to nearest £
Endowment
funds
to nearest £
NONE
Fund to whlch
asset belon
Current value
ional
Cost (optional)
B3 Investment assets
NONE
Fund to which
asset belo
Geberal
Cost loptional)
1,535
Current value
tional
B4 Assets retsined for the
charity's own use
ZOLL AED 3 Fulty Automatic with
Fund to which
relate
Amount due
ional
When due
ional
B5 Liabilities
NONE
Signed by one or Iwo trustees on
behalf of all the trustees
Date of
roval
Signature
Print Name
JANEf CAREY
DAVID RIPLEY
CCXX R2 accounts (SS)
1510812026