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Trustees' Annual Report for the period
Period start date Period end date
1st MAY 2020 30th April 2021
From To
Section A Reference and administration details
Charity name The Oakley Institute
Other names charity is known
West End Sports & Social Club
by
Registered charity number (if
any) [264526]
Charity's principal address THE PAVILION, WEST END LANE, ESHER, SURREY
WEST END LANE,
ESHER, SURREY KT10 8LF
Postcode KT10 8LF
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Names of the charity trustees who manage the charity
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Name of person (or
Dates acted if not body) entitled to
Trustee name Office (if any)
for whole year appoint trustee (if
any)
MR ERIC CHAIRMAN ELECTED
1 DAWSON
STRANGE,
MR ALLEN SECRETARY RETIRED APRIL ELECTED
2
PALMER, 2021
MRS RUTH ELECTED
3
LOVERIDGE
MS RACHEL ELECTED
4
GEE
MR PAUL ELECTED
5
FERNANDES
MR MICHAEL APPOINTED
6
BACON
MR MARC APPOINTED
7
TOWNSEND
MR KEITH APPOINTED
8
HARRIS
MR NEIL APPOINTED
9
O’HALLERAN
MR PETER APPOINTED
10
BEDFORD
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Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year NONE
Names and addresses of advisers (Optional information)
Type of adviser Name NONE
Address
Name of chief executive or names of senior staff members (Optional information)
Not Applicable
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing LEASE AND TRUST DEED DATED 26TH NOVEMBER 1971; document
- (eg. trust deed, constitution)
How the charity is constituted
TRUST
- (eg. trust, association, company)
Trustee selection methods
-
5 ELECTED and 5 APPOINTED TRUSTEES
-
(eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
NONE RELEVANT
NONE RELEVANT
- LANDLORD TO WEST END VILLAGE CLUB
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- relationship with any related parties;
NONE RELEVANT
- trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
TO MANAGE THE USE OF ITS ASSETS INCLUDING ITS Summary of the objects BUILDINGS/FACILITIES/OPEN SPACE FOR THE BENEFIT OF of the charity set out in MANKIND its governing document
Summary of the main activities undertaken for the public benefit in PROVISION OF SPORTING, RECREATIONAL, SOCIAL relation to these and COMMUNITY ACTIVITIES FOR THE VILLAGE OF objects (include within WEST END ESHER this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
You may choose to
include further THE TRUST’S POLICY ON GRANT MAKING IS AT THE statements, where DISCRETION OF THE TRUSTEES relevant, about:
THE TRUST HAS NO FORMAL POLICY ON policy on grantmaking; INVESTMENTS
-
policy programme related investment; ALL CONTRIBUTIONS ARE VOLUNTARY
-
contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and performance
Summary of the main achievements of the THE OAKLEY INSTITUTE OPERATES UNDER THE charity during the NAME OF WEST END (ESHER) SPORTS & SOCIAL year CLUB PROVIDING SPORTING AND SOCIAL FACILITIES FOR THE RESIDENTS OF WEST END, ESHER.
THESE ACTIVITIES INCLUDE CRICKET, FOOTBALL AND GOLF. SOCIAL ACTIVITIES INCLUDE A PIGEON CLUB, DARTS, MOTORING AND A BOOK CLUB.
THE VILLAGE NEWS IS SUPPORTED THROUGH THE CLUB AND PROVIDES A COMMUNICATION CHANNEL FOR THE ORGANISATION.
IN MARCH 2020 THE TRUSTEES SUPPORTED THE ESTABLISHMENT OF A COFFEE SHOP RUN BY THE WEST END SPORTS AND SOCIAL CLUB, THE SURPLUSES FROM WHICH ARE RETURNED TO THE OAKLEY INSTITUTE
Section E Financial review
Brief statement of the charity’s policy on THIS IS REVIEWED ON A REGULAR BASIS BY THE reserves TRUSTEES IT CURRENTLY MAINTAINS CASH RESERVES IN THE BANK IN THE REGION OF £25,000 FOR USE AS THE TRUSTEES CONSIDER PRUDENT Details of any funds NONE materially in deficit
Further financial review details (Optional information)
-
You may choose to include additional information, where relevant about: THE TRUSTES HAVE APPROVED DISBURSEMENT OF the charity’s principal FUNDS TO THE SPORTING SECTIONS AND sources of funds (including MAINTENANCE OF ITS BUILDING AND GROUNDS FOR any fundraising); WHICH IT IS RESPONSIBLEN
-
how expenditure has supported the key objectives of the charity;
-
investment policy and objectives including any ethical investment policy
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adopted.
Section F Other optional information
NONE
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) E D Strange Full name(s) ERIC DAWSON STRANGE Position (eg Secretary, CHAIRMAN Chair, etc) Date 28th November 2021
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The oakley In51itute alaKeSheet 30April 2021 ilnauditod YearEI30AprfI 2020 Yt¥ETh130Aprfl 2011 Flxed assets Property CofTeeShop Eqjlpment 214534.28 iio)c¢J Prepa¥rnpnts 251944 5Kfj)39 41D)546 2.1]V 1.SLg.20 7.701.46 36.014 60 312.53 Savints Atcoiwlt WEEVC- Intercomp4ny SOA25.89 49J57.79 11577.n> IU56 WEEVC- Intercomn¥ isja. PAYE Neiw?8p5 17.961 ¢2.4¥> 11.966 72 12X69.9)1 Net curr¢M Iss•ts 45A59.17 47.767.89 T•t•l Iss•t5 hss cuir•nt Iliblllths 2Y.Y7 77 262,301.17 N¢Jn<uFr•nt lblI11•s 2y.y? 1fjIJOl 17 ¢plt&l Mlr A¢cumulatÈd Fuhds Bullding Improvement Fund5 2¥747 77 JxoL*J 25WI.17 5D.0D IY.Y7 Date". 2610812021
The Oaley Inst Profit¥ndLo 3opwI 2021 TO Tthl Incam ReDt Re(Ved Donations RÈttvéd a3( 4SO() 135C 13.31& Int&re5t REC 5vbs¢riPtIOttS RÈ¢¥ed orherletting5 5.%3 Iwc 2152056 13.121.13 3.7.02 c1 3148623 Xf47 Rs 7Qi.55 45.IBB.71 M7.56 DIMtlcaSts Café 928.ts Cofé c•flGI05S Wal•S Water b¢es 1.494 J3 22.YZ7.72 88755 6J5.67 1,306. G• waste Obspos 2.J96.67 3M6S )0 17880 531.15 436.66 CoMtS Jn¢ Softw4re Glound Costs 174I.J5 9$944 2.6J9.C 31488 116.rij 33350 5th34.cll 414 rd Buiidln8Expen$4s an¢Mèknten•rrfe Illa8tNÈwS 35750 2.66896 15499 2)15 Sundry BaThk£hèryes EMpler5 Nl A¢¢oyntanryFees 24. 556¢ 44.8B950 25.73838 29928 4.949 11 7.94568 7.945.68 Profit •ft•rdoprncl•tbDn 17.616401 I2.50) Net PlDfit arE1 .1 51rt8ed tr. 261.0812021
CHARITY COMMISSION FOR ENGLAND AND WALE5 Independent examiner's report on the accounts Sectlon A Independent Examiner's Report Report to the trusteesl members of The Oakley Institute On accounts for the year ended 30th May 2021 Charity no {If any) 264526 Set out on pages I report lo the trustees on my examination ol the accounts of the above charity I the Trust") for the year ended 3110312021. Responsibilitles and As the charity Iruslees of the Trusl, you are responsible for the preparation basls of report of the accounts in accordance with the requirements of the Charitles Act 2011 {'Ihe Acl'l. I report in respect of my examinallon of the Trust's accounts Carried out under secllon 145 of the 2011 Act and in carrying out my examination. I have followed the applicabl8 Directions given by the Charity Commission under sectlon 145(51{bl of the Act. I have completed my examination. I confirm that no material matters have Come to my allenlion lolher than that disclosed below ') in connection with the examination which gives cause to bolieve that in, any malBrial respect.. accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no ¢oncems and have come across no olher mallers In connectio with the examination lo which attention should be drawn in order lo enable a proper understanding of the accourTrls lo be reached. Please delete (he words rn the brackets if they do not apply. Date.. Slgned: Name." Rlchard Bolton Relevant professional quallflcatlon{s} or body (If any): ICAEW Addres5: R6clory Hou8e Park Lan$ Ashiead KT21 1EJ IER October 2018
Sectlon B Disclosure Only complete if the examiner needs lo highlight mallers of conrn {see CC32, Independent examination of ¢hartly accounts= directions and guldants for examiners Glve here brlef detalls of any items that the examiner wlshes to disclose. IER October 2018