Re istered Chari 261236 Oxford and District Mencap Report and Accounts Year ended 31 December 2025 Chapman Robinson and Moore tsmited Accouniants and Règistered Au¢iiors 30 Bankside Court Stalionfields Kidlington Oxon OX5 1JE
Oxford d Dlstrlct Men¢a Report of the trustso$ for the yèar ended 31 December 2025 The trustses of the chartsble as50dation havè pleasure presenting their annual report together th Iha financial Statements for the pariod of 12 months ended 31 D8C8mber 2025. Rofer nce and mlni5t Oxford And District Mencap was formed in Jun8 1961 an¢J operate5 under a constitutitsn drawn up in April 1963. The Society is regi5lered as 8 charity with the Charity Commissionars under Number 261236. The correspondence address is 24 Squitchey Lane. Oxford. 7LO. The ¢harily is controlled by its governing document, a deed of trust. The Charty Is an unincorporated association. stee Thè following persorns serv8d as Trustses durin9 the pemd under review'.- Prof Michael TaOor- Chair Mr Bruca Fairbaim- Secretsry Mr Eamonn Mcdonald. Treasurer Mr5 Julia Falrbairn Mrs Krzysia Gossage Mr Torn Honey Ind •nd•n Exa inèr Jèssica. E. Mason FCCA Chapman Robinson and Moore Lirnlted 30 Bank$idè Court ststionficlds KlIngtOn Oxon OXS 1JE Page 2
Oxford and District M•nca Rèport of tho trustees for the year •nded 31 Dècember 2025 l¢ontlnugd) Structure Govèrnance and Mana ¢ment Th8 charity op8rates primarity from its corresponden¢e address. The overall responslbllity for Oxford and District M8ll¢ap rests with the board of trusteès. Th8 Selection oITrustees is desioned to supplement the existing skills and 8xpeslise of the board and is govem8d by an infortnal skill$ assessméril. Appointment of trustees is made in accordance wth the socielI5 CC5111uti0n and the tnJ5tees arè charged with the task of service delivery for the charity. Twstees are sele¢tsd from those who hava volunteered with the charity. trained in their duties infomially and inducted by Iheir fellow committee members in the dut18s and responsibilities of a Trustae. Oxford and Di¥triot Mentap 18 affiliated io the Rnyal M2ncap Soryety. Publi¢ B•nefit The trustees review the charitys aim5 and objectives annually. referriw to the guidan¢è contained in the Charity Commi5sion's'general guidanco on publlc benefit. and they have ¢tsmplied with thelr duties nder Ihe Gharitie¥ Ab-12011. Ob ectiv• and A tiv To work for the benefit of people with a leaming disabillty and in particular to promotg their care. treatment and educats.on and lo secure for them provision cornmensurate with their needs and to supporl thelr par8nts and other carers. The Trustees are gratelJl to the organisations listed on pag8 13. lor their support. rnainly maintaining the grants rn3dè in Ihe previous year5. Page 3
Oxford and Dlstrict Mènca Report of thè trustee8 for the year ended 31 December 2025 {¢ontlnuèdl A¢hl•vements and rfomian 8 2025 'Into the WocKls' is a musical by Stephen Sondheirn now being reviv¢d in London. It wondfulty t811s the story of how sorne well known characters from English lairy ta18s, lÈke Red Riding Hood, Jack and Cinder¢lla, go inlts th& woods to sort out their PlOblern5. The show h3¥ lETr$. hope and laughter. A5 1 ventured on¢e or tY•¢e Into Macaroni Woods in tha SLSmmeT, I thought that Oxford and District M8ncap could put on just as good a show as a big London theatrel And it wouldn't be just a fairy tal8. 72 guests and 90 volunteers w8nt Into those woods for a holiday this y88r. No-on8 hi¢J the problems and the teaTS that Can come with them, but th8y were far outshone by the laughter. the friend5hlps. the kindness and the wamith found deep amory the trees along with the chickens and th& peacocks. The woods are not easy to find but worth hi when you gel Ih¥ie. ArKI once you make It back home and b8ck inlo the everyday worfd. all is not lost as tha Tuesday night dub in Headington opens it5 door8 èvèry week to welcome you. None ol this could happen wrthoul our guests. staff. voluntèers, carers, funders and lots of events to r815e the wind. A very big thank you all rtsund. But ts¥o people stsnd out in the story of th¢s year as they havg done for many years. They a Julia and Bruce F8irbairn who 6adtyfor us rètire in January 2026. Where to begin and Wh8 lo end in saying trank you to them is difft¢uIL Julia in so many adminlstrative and practical ways has made sure Ihose wond8rful holidays in the woods hawe happened and been a sucn a success, whilst Bruce has worked hard on the nol always 8xcits.ng jobs of arranging meetings, wriling up minutes. keeping an ey8 on what the trustees are UP to- and nèed lo be up tol b8sides being at Julia's side as they h8ve organised fvnd raising events like tne magnifiLent dinner in Novembcr and the ChriStrn$ Darty for 120 In December. Many people18ave a hole when we say good-by8, but Bruce and Julia will leave a very big holB indead. W9 owe thgm an immens8 debt of gralilude and wtsh Ihem wall in the nexi part of their journey togeth8r Tom and their famity. r grabtude also goes lo Eamonn Mcdonald as he retires, mainly for health rèasons. For 8 years as Treasurer Earnonn has looked after our financi81 affairs which, even lor a srnall ch8rity, reqUIS a lair amount of work includln9 hia Lareful book-kaepin9, budgeting and reporbng to IhA Irust88S. During the year thè tNStaos have met on a regular basis, received financial reports and made sure budgets and poli¢ies ware in place. Succession issues, induding recruiting new truste8s, a secretary and a treasurer, are high on the agenda, mada easser by th8 willirgness of a number ol a younger generatn of volunteers to st9P UP. Greful for the Pslst and to all who h8ve supportèd u8 in $0 m#ny different ways. not least by way of oonerous qrant5 and donations, we look forward to the future. Page 4
rd and Dlstrlct Menca Report of tho tru5tEE$ for th? y•ar end•d 31 December 202$ leontinu•d} Financial Rèvlew During the year, the Charity received totsl income of £86,55212024 £61,6241 and incurred total expAnditure of £88.82612024 £60,192) creating a surplus of £17,726 fgT the period12024 £1.432 8urplusl as detailed in the attached accounts. Th8 fund balances totalling £103,252 12024.. £85.5261 are reqUId to finan¢8 thè continuing actNitie$ of the Charity. sorve The Trustees have set a reserve5 poli¢y which requ15 rèserves to be maintained at a level which gnsures that twelve months of the organisalion's core activity could coniinue during a period of unforeseen difficulty. A proportion of those reserves to be maintained in a readily realsable form. The calculation of the requlred levèl of reserves is an integra1 part of the organisatKJn'5 planning. budgot and forecast cycle. It tskes into account the risks associated wrth each stroam of Income and expendiiure. ploiined aGtivity level and future ctsmmitrnents The Trustees beIve that at present the amount n8eded to be held in rèserve5 is £60,000. This figu will bg rèviewAd on a six monthly basis in order for the amount of SerVeS to be maintained at reasonablg level. k As$gssm•nt Th8 Twgtees have examingd the major strategias. businèss and operational risks which the charity fa¢es and LtsTiflrni that sy3tem¥ haye been èstablish*d to énat)lè regular rer>orts lo be prodUd so that the necessary steps can be tsk8n to minimise these risks. Page 5
xford and Dlstrlct M•n¢a Repor¢ gf the trufit**s for the year •nded 31 December 2025 Icontinu•dl Trustgos. Ros on$lbllltles Cherity law requiws the Tru5te8s to prepara financial statements for each financial perirmd whi¢h give true and fair view ol the state of the Charity and of the surplus or deficit of the Charity for that period. In piepariny tliost statements the trust¢e$ Bre rcqulred to:_ -solact suitable accounting polic$ and apply th con8lStèntly.' -make judgements and estimates that are roasonable and prudent.. -follow appli¢ab18 accounting stsndards, subiect to any material departures disclosed and explained in the finanal statem8rits'. repare the financial statgrnents on Ihe going conrn basis unless it is inappropriat8 to pr8sume that the Charity will continue. The Twsiees a r9sponsib18 lor keeping proper accounting records which disclose with reasonable accuracy, al any time. Ihe financial position of the Char¥ty and to enab18 them to ensure that the financia1 statements comply with the Charities Act 1993 and the Constitution. They are also responsible for saf8guarding the a$s8ts 01 the Charity and henc8 taklng reasonable 51eps for the preventson and d8te¢tion of fraud and other irregularities. Approved o ehalf of the Trustees on Prof. Mlcha81 Tor- Chairm Page 6
Indt •nd•nt Examlne ortto he Trus ol Oxford and Dlstrlct M•nca I rgport to the chariws trustees on my examinats'on of the aceounts of The Orchard I'the Trust'l for Ihè ysor ended 31 De¢ernber 2025. R•$ponslbiliti•J and b)$18 of roport As the ¢harily's trust80$. you afA rasptsnsible for the preparation of tha accounts In accordance wth tha requirements of the Charities Act 20111.the Acri. I report lrn respect of my 8xamination ol the Trusfs accounts catt18d out under section 145 of the Act and in carrying out my examination, I have fdlowed all applicable Directions givan by lh8 Charity ¢ommiss¢on under sects'on 14515llbl ol th8 Act. Independgnt •xamln•rf$ statement I have completed my examinatioTh. I confirrn that no m*èrial matters have come to my attention in connection wrth the exarnination giving me c8use to b&llev8 that in any material respect.. 1. The aecounting records ware not kept in Spect ol the Twst as qUired by section 130 of the Aet., or 2. The accounts do ntst accord with the accounting r8cords.' or 3_ The accounts do not comply with th8 applicable requiMentS concerning th8 form and content of accounts $et out in the Charitie5 (Accounts and Reports) Regulaiions 2008 olli¥r than any requirement that the aecounts give a trLJ8 and fair view which is noi a matter Considered as part of an independent exarnination. l confirm thot there ar8 rK) other mattlirs in connection with the examination to which your attention should b8 drawn to enable a proper understandin9 of the accounts to be rea¢hed. Jèsslca.E.Mason FCCA,CTA Chapman Robinson and MO0 Limited 30 8anksid8 LOiIrt Stationfields KidliThJton Oxford OX5 IJE Page 7
Oxford and Di5trl Menca ststoment of Flnancial iwties for t ear ondod 31st Decemb r 2025 Unrostrt¢t¢d R•$tricted Fun Funds Total 2025 Total 2024 ure In(x)ming resources from 9enerat¥d funds.. Voluntsry income- Donations Other Incoma Incoming r88ourc8s from charitable activitie,. Inv9Stment Income 18.837 66.072 18.837 66.072 10.903 48,668 1,643 1,643 2.053 Total Incoming R980urGes 86.552 86.552 61,624 R• 54,648 Charltable activits.es 60.405 60,405 5.544 Gov8m8nce Costs 8,421 8.421 Total R•$ource8 Expend•d 68.826 68,826 60,192 Net Incoming Resources f(x the yaar 17.726 17.726 1,432 Fund Balanc•8 Brought Forvjard 81.630 3,896 85,526 84,094 (note 31 Fur Balan¢e$ Carriad Fomard 99.356 3,896 103,252 85,526 The not8s on p8ges 10 to 12 form part of these accounts. Page 8
Oxford and Distrlct Men¢a Balanc* Sh•et at 31 December 202 2025 2024 urr nt ASS tors Gift aid Nat Wast Curr8nt and Reserve Accounts CCLA Investment COIF Oep051t Fund COIF Turner Award AFBa 784 79,595 61.569 20.000 3,070 587 20.OOQ 3.070 103 103.252 84,742 103,252 85.526 103.252 85,526 R•prgs•nted by'.- strlGtod F nd¥ 8alanc8 Brought Forwdrd Transfer from General Furds 18,896 18,896 18,896 18,896 nr06tr1ct•d nd$ B#lancÈ Brought Forward Surplus lor Ihe year Transfer to Other Funds 66.630 17.726 65.198 1,432 84,356 66,630 103.252 85,526 Approved behalf ol the Trustees on Prof ichael aor- Chairrn Eamonn McdonBld - Treasurer Page 9
rd and DI trlct Menca Income and endlture ACGO lortho ar 8nd¢d 31 Docember 2 1.25 31.12.2 31. NCOM Members Subs rl tlons ndD lon Oonations- General & Subscriptions 18,837 10.903 Grft Aid- HMRC FundraSsing Bank Inter85t Received Legacies 1,oe7 439 1,643 491 2.053 5,000 3,169 8,328 TOT FOR THE Y 22.006 19.231 Add incomel Less nel Expenditure (Summary attached) 4.26Q .17,799 TRANSFER TO FUND FROM MU ED 17,726 1.432 Page 10
Oxford an mma trict Me ofEx endi ure for t rend 1Dèe 2025 2024 O'cloc Club- note 7 Expanditur8 Hire of hall Actlvits¥ Transport- taxi hire 2.262 2,092 2,262 2,092 Less Income Sub8.. Receive 3,e18 3.818 2,133 2,133 -1.556 41 Holida at MaG ni Woods . n Expenditure AccOmmodatn Activib"es, food & transport Annval 5torag8 hire A¢Jministration wage3 21,777 23,142 1,224 12,000 20.130 19,202 1,224 12,000 58,143 52.556 L85s InwmÉ Guest Contributions Sp8cifi¢ Donations Fundraising 23,220 29.250 8,258 21,937 13,750 4.572 60,728 40.259 -2,585 12,297 Carriad Forward 4.141 12,25) Page 11
Oxlo Summa nd Dlst ofex t Men¢ enditure for th aren d 31 Do¢emb•r 2025 2025 2024 ontlnu Brought Forward 4,141 12,255 G8n•ra en$88 Aifiliation Fee$ Accountancy Charg8s Ilnc VATI Lottery LiceTKg and Subscriptions In8UfanGe Volunteers & leader5 m801 of thanks Medical Supplies Medics,cooks & voluntg8r1oader5- Honorarlum gifts Printing & ststionery 356 792 613 1,095 139 732 216 1.295 982 210 550 1,900 2,315 1,600 370 8.421 5,544 Nat income l Nei expendiiwe 4,280 17.799 Page 12
Oxford and Dlstrict Menca Notes to unts- 31 Decembèr 2025 UN POLI IE The finanaal statèm8nts of lh8 charStabl8 Gompany. which Ss a publlc benefit entity under FRS 102, have been prepar8d In accordance th th8 Charities SORP IFRS 1021'A¢counting and Reporting by Charitigs.. Statement of Recommended Practic9 applicable to charities preparing their accounts in accordance wtth Ihe FInr}la1 Reporbng Standard applicable in lh• UK gnd RepublK of Irelarid IFRS 1021 leffe¢tive 1 January 20191,. Financial R8POrting Standard 102 'The Firban¢ial Repong Standard applicable in the UK and Republic of Ireland, and the Companies Act 2006. The financial stat8rnents have been prepar8d under Ihe historical ¢ost convgntion. tsunW Con¥ontlo The financial staternents are prepared undèr the historical cosi convention. Tax The charity is ex8mpt from tsx on charitable activitie5. Fun ntln Ullr8Strictod funds can be used in accordance wlth Ihe charitable obje¢tives at the discr81ion of lJ)e Irustees. Re51ricted funds Gan only be utsèd for parbeular raslricted purposes hthin thè objacts of the charity. Restrictions arise specified by th8 donor or whan funds are raised for particular r&stricted purposes. Page 13
Oxford and Dlstrfct Menca Aecoun -31De ernr 2025 LYSIS O ASSET BETWE FUND R85trl fund fun funds neral ted Fix8d Asseis Ngt Current Assets 99.356 3,896 103,252 99,356 3,896 103,252 STRIC ED NDS Movement in Funds ur lu D811¢ Balan fer from Balan¢e at 31 Gèneral Fund D mbe 202 D•cemb8r 024 fort •a lil Holiday Fund 1111 Lègacy 3.896 15,000 3.896 18,896 3,896 4.DO ATIO or the donations received in the year the following were major wntributors:_ Doris Fidd Charitsble Trust Gwald Paltn(>i Eling Trust F¥e Foundatior Trust SJP Hopè Foundatk)n Trust Thornton Trust Oxforddhire CC-OCF Page 14
ord and Dlstrlct Menca ot85 to 31 Dg¢gmber 202S 5. EMPLOYEE REMUNERATION The total remuneration paid to employeas during the year was £12,00012024.. £12,000). Honoraria of £1.90012024.' £1,600) were paid to me¢Jics, cooks and volunteer lead8rs during tha year. RUSTEES. REMUNER TION AND EXP NSES No rernuneration direcuy or indirectly out of the funds of the Charity was paid or payable for the y8ar to any Trusiee or lo any parson or person$ known to be conn8ded wlth any ol Ih8m. No reimbur58ment of expensès other than postage has be¥n made or due to be made to any of the Tru3taCs in re8P•¢t of the ygar. 7. SEVEN O, LOC LU The weekly 7 o'clock Club continue5 to be popular. with enthusiastic word-of-rnouth as ays bein9 the sourcè of n8w members. Around 40 members meet each Tues(Jay 8vening. Some members are accompanied by their own support workers, wth around six voluntèers from Oxloré Mencèp In alteriLlanGe 10 generally organiBè. provide refreshments and help with bingo. Scott Ellis provides Iw81y mu51¢ and even livelier blngo 3sions. We enjtsy Ih•med ovènings foT Valentine's Day, Pancake Day. Easier, Christrn&s and the rnuch-loved Halloween, wilh people In $c8ry costumes competing in the spookiest dancè move competition. Several times a yèar the Oxlord Playhouse thèatre invltes rnembers to shows. including the Christmas pantomirne, free of charg8, and we ara v8ry grateful to thern for this. AR NIWOOD HO AY We retumed to Macaronl Woo(1 for our hollday3 2025. The gueal¥ 8nd vtsluntgers appreciate the venue which has comfortable accommodation and good facilities. It Is in a rural locats.on in Ihg Cotswold$ in a wooded area. Ther8 are p3ths into the wooded a8, and one designed lor wh80lchair use. Our guests have on8 day when they take part in on SLtg activitias. hiit Dn all the other days they are tak8n by minibuses to a different activity- This could be. Swimming. bowling, a theme park or a zoo or a Tiver trip. In evenings th8 guests lake part in talent eontests, a disco and campfire sirging and usually have pub trip. For some of the holiday weeks we hlre a Goach for a big trip in the middle of the holiday week, $0 thal our guests can be rrKJre wmfortable for lh8 longer journey and all travel with wr resident meLIIc. W8 took 72 guests on holiday in surnrner 2025 over 5 separate holiday wgeks. We have total uf 90 wolunteers inGluding medicts for gach w@gk. leaders. cooks and a team of minibus driver5. Each of our guesls has Iheir own volun18er to support them and help ern to engage in the activities. Eaeh of our weeks has slightly different guests by age or level of support required. On8 of our weeks takes people with profound autism who need 2 volunteers lo keep thom safe and able to participate in activities. Many in this group have been coming for years and have friendshSps wiy) other guests and volunteers. F¢od and oc¢ommodation cogts wera hyh8r in 2025 than the previous year. Page 15
Oxford and Dlstrl t Menca Notes to th• A¢¢0 - 31 December 2025 9.ch We used Iha 8am8 vanue for the Chrfstmas party 2025- Ihe Jubilee Hall at StAndrews There were èround 110 guests which Included holiday and 70'clock club guests, some th ¢arors/ parents and som8 volunte8r5. Wg provided a buffet supper which was served to the guests. There was a disco, magician and a visit from Father Christmas who came with a gift for all the guests. There was a lol of d8ncSng, and an enjoyable tsme was had by all. Page 16