istered Chari 261236 Oxford and District Mencap Report and Accounts Year ended 31 December 2024 Chapman Robinson and Moore Limrted A¢countsnts and Regislered Auditors 30 Banksde CoLKi Ststionfieids lfjdlirwn Oxon OX5 IJE
Oxford and Dlstrict M8nca Roport of the trustees forthe year ended 31 December 2024 The Iwstees ol the charitable aSso(jati have PkasU presenting their annu81 Teport together with the finan¢ial 5tOtement5 for the per of 12 monlhs eThl8d 31 Dwnber 2024. Reference an Admit)istrative Details Oxford and DistrwA Menrap was fotmed in June 11 and (perates under a 0)nstituti d¥awn up in Aw"113. The S(KEty is registered as a charity the Charty Commissioners undet NuMr 261236. correspondence address is 24 Squrtthey Lane. Oxford. OX2 7LD. The ¢harty is Contr by its govemtThJ dLKxment. a deed oftrust. The tharity is an unlnLtW8tj asswiaiKJn. Trust The fDllowiNJ person5 served as Trust5 dwing the ltyJ uThJer wth¥:_ Piol Michael Tayk)r- Chair MT Bru FairtAim- Seuetary Mr Eamonn Mcdonald- Tieasurer Mrs Julk8 FaiTbairn Mrs Krzysia Gossage Mr Tom Honey Ilrs je¢a Lew5 ndent Examin Alan P. Sowden FCCA. CTA Chapman Robinson 8Eid IAoore LnIted 30 Bankside Court Stationfields Kidlington Oxon OX5 1JE Page 1
Oxford and Distrfct Menca Report of the trustees for the year ended 31 December 2024 IconttTruedl structure Governanco and Man The tharity opèrales pYimarityfTom ts {Thponde ajthess. The overall r8sy)nsibility for Oxford arwj DistrKX Merrap rests with the tM)ar¢Y of tiustees. The selection of Trustees is designed to supplernent the existing 5kill$ and experlise of b)afd and is govemed by an informal skills a5sessmenL Aptment ol trustees is made in acmtdanr£ Iwth the socaetvs (onskntulim 8nd Ihe tnjstees are charyl with th8 tssk of service de&very fot the th8tty. Trustees are seiecied from those VAVJ have vo4unteered wilh the charity, trained in their duties infoTmalty and induct•l by their felkyw corTMiiittee Membe in Ihe du14e5 and re5ponsibitrties of a Oxford and District Mencap is affibated kn the Royal Merq) Stiiety. Pu ic Ben•fft The trustees ieview the d)antrls aims and objectives annualty. refeIng to the guidance contained in Ihe Chaity Cornm1sOn's.genera7 gUanCe on putrAic benefif and they have coMpld wth thwr duks under the Chatibes Act 2011. Ob-activo and Activit$ To for the benefil of thihdren aThJ adums with a leaming dk%ability and in particular to prornote their Care, treatment and edLKation and to Sej forthem W<NIs rnmmensurate with lhr needs and to support their parents and other carets. The Trustees are graietul to the cffjganisations listed on page 11. for their Main maintaining the 9rant5 made in the pr8vK)us year5. Page 2
Oxford and District Menea Roport of the trustees for the yaar endad 31 Dgcember 2024 {¢ontinuod} A¢hioveme and rfomiance 2024 Th¥s year we took 70 guests ¢Jn our thntial holidays over 5 vfftks at Macaioni Wood residenb"d c in Gkmester5hlre. We moved all our hoTrKJayweeks tothis centre last year and rt has prts¥ed to L very popular. The accommodati aThY faolibes are very good. We have around 80 vc4unteers, mainty students, so that each guest has their own vdunteer to act as a buddy and help them engage in the acirniities. Guests wrth ujmplex needs who rnight also be physi(xlly disabled are allocated two vokjnteers. Many of (Ajr vdunteer5 retum each year. Each holiday week has tsvo leader5. We have a team of minibus (knvers. many olvA are telired kxal Feople wbo gr¥e up a week or IWO to drivp our wests and v(Aunleers to Iheir sctivths. Each day the guests aThJ v(Aurrteers go to a drfferent ¥enL &g. wldlrfe rks, therne parts, Ir¥J. SMming, () a b(xt lrip. In the evenings there are taknt ctests. BBQ'S. Camp file singing and disw. We have a cook lor each holiday week15 in total). TtrEy are usually peOe cook for sdKds during tem time and they have to Pfovide meals to c2tei for all dietary needg. The guests colltribLrte to the cost of ttir holiday amounbng io about 35% of Ihe a)st per guest some guest's families are unatrle io pay or can only pay a small amount we offer support when needed and no one is refused a )lidaY because they pay.. New volunteers ale given training in ieaming disabilty. Uar"3 heatth and 5afety- We recruit frorn university Yduntttn9 websites- 1[ holhlays attract rnedical and psychology students particularty. We advertise also on our website. New ¥dnteerS must provide iwo references. All (rf our vdunteers have a DBS check and this is upxlated every 3 years. We also take a srnall numbei ol ycwng people aged 16- 18 on hvo of wr holiday weeks. These volunteers are qurte often doing the Dvke of Edinburgh award ano volunteering for us is a part of that. This groyp often end5 up volunteering us for next 5 or 6 years. The two hOlaY weeks that take under 18 5 have a policy for Ihe'under 18, vdunteers irKJudiw saleguardiFVJ. Each holiday week also has a rned5c who 15 either a qualjfied D(Ktoi or Nurse 01 a senhjr medical student. Many of our guests afe on reguk2r me(Sicabon ar¥Y the medic is reswnsible for giving this and dealing wlth minor health k%sues. We have a I Ihrestrjhl for escth'rvJ any guesfs heath problems and aayS contact the ne of kin. Oxtord Mencap also run5 a weekty 181 dub fc* peo with a leamiThJ diSaltywhich has arwnd 40 members. We held a Chrislmas paty in Dbe1 2024 at The JULY Hall StAndrthvs Church. Oxford. We prowded a rneal. a magan. dan¢ing. face painting and Father Christrnas bn'nging gfts for our guests. Some of our voluntee[5 were able lo come too as well a5 some of our guests parent5 and the committee mèmbers. A toial of 97 (2me. Ever) enjoyed and wewill be ¢trJirvJ again in 2025. Page 3
Oxford and District klenca Report of th8 trustogs ft>r tho year ended 31 Decembgr 2024 Icontlnuodl Financial Revigw During yEar. th8 Gharty rec&¥ed tLrtal inc(xne of £61.62412023 £73.553) and incurred totsl expendituie of £60,19212023 £55,(bn (yeating a surplus of £1.432 f(x the wod12023 £18,486 suWu51 as detai In Ihe attad)&l zQnts. The fund balances tthaling £85,52612023". £84.094) are requmj to finance the continuing adNibe5 ¢rf the Ch8rty. Reserv¥s The Twstees have set a selveS ¥NJlywhith rewires See$l0 te maintained 81 a kvel vthich ensures that tsvelve rnonths ofthe organisath")'$ we trvty cwld continue a peri(xl of unforeseen Elifficulty. A proportwjn of those reserves to be rn3inlasned in a readily realisable form. The calCUbOn of the reqUId level of ServeS is an integral part ol the oiganisation's planning, budget and lorecast cycle. It takes into cnt the risks 8S50oated each Stre of income 8fKI expenditure. anned activrty level and ILrture commitments. The Trustees believe that at present Ir arnovnt needed to be hdd in reserves is £55,489. This ffigure will be ieviewed on a six mon1hly tosis in order for Ihe amourrt of resew¥es to b8 maintsined at a reasonable level. Risk Assessmgnt The Tru$lee5 have examined major stsategies. trSIr arvj oper8tional risks whith the charty laces and Confirrn that systems have been established to enabl8 iegular repLts to produced so that the nssary steps can be taken to nunimise ese risks. Page 4
Oxford and Distrld Menc Report of thè trustees for the year onded 31 Decembor 2024 {¢ontinu8dl Trustees. Res nsibilities Chanty law requires the Tw5tees to pr finOal statements for finanrAal period which give 8 true and fair view of the state ofthe Charity aThJ of the Surplus orilet ofthe Charity forthat period. In preparing those statements the trustees are requwed to."- -sdect suitable accountiThJ poliraes aTKI apptylhem cor7$tenty. 4nake judgements and estirnates that are reasonable and prent", -follow applrAble accounting 5taThJards, subj'ed to ntsial departwes thsdosed arKI ewained in the financral 5tatement5. -prepare the finan(ial stalemerrts the going oythm baws unless rt 15 inappropriate to presume that the Charty wil continue. The Trustees are responsibl8 for keerAng Fwoper a(Jnts"ng records disdose wih reasonab aCla¢Y. al 8ny time. the financial positson of the Charty aj to en0ts them to ensure that the financial statements cotnpty wÈth Ihe char Act 1993 and the Constitution. They are also responsitAe for safeguarding the assets of the Charity aTKI hen taking reasonable 61eps forthe pventiOn and detection of fraud and other irregulartbes. Approv8d on behawof the Trust*s on . Prof. MKh8el Tayk)r. C Page 5
Oxford and Dlstrbct Men ento inancia 31st ber 24 untrICted Restrscted Funds Funds Totsl 2024 Totsl 2023 Incomè And nditurè Incoming resource5 from genale fuThJs: Voluntary ioe.. Donats"ons Other Income incoming resources from d)aliteje InvestMrt Income 16,447 43.125 16,447 43.125 6,140 65,729 2.052 Total Incoming Resources 61,624 61.624 ReSoUeS Ex ended Charitable thities 41,852 Govemano Costs 13,214 Totsl Resources Expended 60.192 60.1 55,067 Net Incx)rning Resources for lh8 year 1,432 1,432 18.486 Fund Balances Brought FoThrnrd (note 31 65.198 18.8 85.608 Fvnd Balance5 Carried Fowvrard 18.896 85.526 84,094 The notes on pages 10 10 12 fc¥m part oflhese accounts. Page 6
Oxford and Dlstrict Menca Balancg Sheet at 31 Decembgr 2024 2Q24 2023 Current A DebtOf5 Gift aid Nat West Current and Reserve Accwnts CCLA Investrnent Bank COIF DepO5t Fund COIF Tufflei Award CA 911 61.569 57,183 20.0 3,070 103 20,LKXI 3,070 2.930 84.742 83,183 85.526 84,094 Represented by:_ Restrl¢ted Funds Balance Brought FoThwdrd Transfer from Gener81 Funds 18,8 18, 18.8 18,8 Un Balance Brought Fotward IDeficitllsurus for Ihe year Transfer to Othef Funds 65.198 1,432 46.712 18.486 65.198 85,526 84,094 Appmied on haff ofthe Tnffjtees on Michad TaOr- Cha" Eamonn McdOnd- Treasurer Page 7
Oxford nd District Menca In andE for the 31 2024 1.24 31.12.24 1.01.23 1.12.23 INCOME Members Subscri tlons Donations- Gra1 & subscripb.ons 10.9)3 6,140 Gift Aid- HMRC 911 5.523 Fundraisi Bank Inter8st R1¥ Legacies 491 2.053 8,328 8,118 TOTAL F YEAR 19.231 14,258 ADD NET INCOME ILESS NE[ EXPENDITURE FOR THEYEAR (Summary attached) -17.799 4.228 TR FER TO FR ACCUMULA ND 18,486 Page 8
Oxford and District Menca Surnma ofEx diture for the 83rended 31 December 2024 2024 202 7 O'clock C ub-nots ExnditUre Hire of hall Activities T¥ansp)rt- hire 1.610 197 1,807 Less I1orne Sub5.. ReceN 2,133 2.133 3,014 3.014 41 -1.207 atm caroni W Expenditure Accommodation Acti¥'e5, fwd & tran5P(Mt Annual storage hire Administration wag8S 20.130 19.202 1.224 12.(MX) 1.725 3,016 52.556 4.741 Less IncornÉGuest Contsibubons Speofic DonatiCS Fundrain9 21,937 13.7 4,572 40.259 12.297 1.141 HolFda s at Hill End A¢tiv Expenditure Accomm(yI3tio Activities, fLK)d & transport Annual storage hire Adrninr wages Centre Oxford- not8 9 21.835 12.445 1.224 42.304 Less IrKyJmÉGuest Conlribution$ Speofic Di)nations Speofic fundtsisiThJ 18.960 23,CK)O 10.720 52.680 -10.376 Carri] Forward 12,255 -10,442 Page 9
Oxford and District Menca Summa for the randed 31 Decem 2024 2023 2023 Continued Brought Forwdrd 12.255 -10.442 AffilIatic F888 Accountancy Charges Ilnc VAT) Lottery LKence and s)stpti Insurance Volunteers & leaders meal of Ihanks Medical Supplies Medies,cotsks & volunteer leaders- Honorarium gffts Prints"ng & stationery 139 732 216 Ic 678 410 210 1.8CXI 370 6.214 Net inc(xne l Net 8xpenditure 17.799 Page 10
Oxford nd Distrlct Me Notes to the Accounts- 3108cèmbeT 2024 1. ACCOUNTING POUCIES The finanrial ststements ofthe enty, whith is a benefft ently uThJef FRS 102, have been piepared in )rarte with Ihe Charthes SORP IFRS 12}.Ar£(Jntin9 anij Repotbng by Charities.. Staternent of Recornmended Practi applioble to charibes preparing theii accounts in accordance with the Fina81 Rep)ng Standard applirANe in the UK Republic of Irdand IFRS1021 leffecbve 1 January 20151, arKI the chare$ Ac12011. The finan¢Jal statements have been prepared under the $to[lIX1 ¢xst convention. countin Con¥ention The finanual statement8 are INep1 [rthe hkiriral cost convention. Taxation The charty exempt from tsx orl its charitabk piiti"es. Fund Accoun Unresthcted funds can be used in accordart6 wth the tharitsL4e objve$ atthe disuets'on of the trustee5. R88tricted funds can onty be used fot palticular festhcied purpos8S Within the objects ol the charity. Restrictions arise when speufied by the donor or¥tsn funds ale raised lor Pa¢r restricted purposes. Page11
OxFord and District Men Notss to Accounts. 31 December 2024 OF ASSEr N FUND funds fiJrtd8 fund5 Fixed Assets Net Current Ats 18.8 65,5 66.630 18,8 85.526 3. RESTRICTED FUNDS Movement in Funds lance Deficit nsfer fro ear General Fund December 2024 Decembpr 20 for the lil Holmjay Fund li1} Leg8Cy 3,8 15,(KX) 3,8 15. 18,8 18,8 4. DONATIONS Ofthe (lonats"ons receN&J the yearthe fdlcA¥ing were major contribuiors... Baity Thornas CharitalAe Trust Doris Fidd Charitsb Trust Gerald Palmer Trust PF Ghatitable Tmst Stanton Ballard Charrtab18 Trust Thomton Trusi Page 12
Oxford and District Menca Notes to the Accounts- 31 December 2024 PLOYEES EhlUNERA The total remuneration paid to ernOYeeS duiing Ihe Y was £12.CrtXJ (2023". £7.(KKJ}. Honoraria of £1,6LKI12023.. £1.E4KII were paKI lo medKs, cooks vdunteer leIe[S during the year_ 6. TRUSTEES. REMUNERATION AND EXPENSES No femun8ration directy or indiiedty cArt ofthe fvrmls of the Charitywas paid or payable for the year to any Ttee or to any pers pers$ kr to be o)nrded wrth any of Ihem. No Teimbursement of expenses other Itian rrt)st3ge has been mle or is due to be made to any tsfthe Trustees in resperl ol the year. 7. SEVEN O'CLOCK CL The sev O Ckx Club 2024- Up lo 40 membws allend each ¥¥eek for bing0. 9ames, crafts and refreshments. We are gratefvsl to the Oxtsd playuse for ts free ts"d(ets they have provided through th[ Cotnmunity Scheme. th members enjoying Flays during the year and the pantotni[e at Christrnas time. Mernbets also attered the Oxford MenGgP Christmas party hdd Decembet 21sl at &JmmeEI(hvn.Oxford. ACARONI WOO HOUD The 2024 Summer HolKlays toc pla at Macaroni Woods in Gbucesiershire ov weeks in J¥ly IAugusVSepternber instead of the Hll End Centre in Oxford. Page 13