## **Friends of Oakview School - Trustees' Report** ## **For the Financial Year Ended 31 August 2024** The Trustees present their annual report for the Friends of Oakview School for the financial year ended 31 August 2024. The financial accounts, which show the income and expenditure for the period, are submitted separately. ## **Reference and Administrative Details** - **Charity Name:** Friends of Oakview (School) - **Charity Registration Number:** 286830 286830 - **Principal Address:** Friends of Oak View School, Whitehills Road, Loughton, Essex, IG10 1TS - **Trustees (at the date of this report):** - Cristina Kearney (Chair) - Alison Miller (Treasurer) - Michael Jarmyn - Christopher Hicks - Maureen Gould - **Independent Examiner:** Mr Graeme Salmons ACMA - **Bankers:** The Co-Operative Bank PLC, National Westminster Bank PLC ## **Structure, Governance and Management** **Governing Document:** The Friends of Oakview is governed by its Constitution, adopted 20 September 1979, as amended 24 September 1991, as amended 29 June 2023 **Trustee Recruitment and Appointment:** The charity in general meeting shall elect the offices and the other trustees. Membership is open to individuals over 18 or organisations who are approved by the trustees, as per the Constitution 29 June 2023 Part 2. **Organisational Structure:** The Trustees are responsible for the overall management and control of the charity. Day-to-day activities are managed by the elected officers (Chair, Treasurer) and other active volunteers. Decisions are made and ratified at regular Trustee meetings, typically held bi-annually in May and November. **Related Parties:** The Friends work closely with Oakview School to identify fundraising needs and support school projects. There are no other related party transactions to declare. ## **Objectives and Activities** To advance the education of the pupils of Oakview school; by providing and assisting in the provision of facilities for education at the school (not normally provided by the local education authority) and as an ancillary thereto and in furtherance of this object the association may: (a) foster more extended relationships between the staff, parents and others associated with the school: and (b) engage in activities which support the school and advance the education of the pupils attending it. Organising social and fund-raising events to support the education and development of children and young people, who have various disabilities and attend Oak View School, and their parents. We also receive donations from parents and supporters of the school. ## **Achievements and Performance for the Year** The financial year 2023/2024 was exceptionally successful for the Friends of Oakview School. The strong support from the school community enabled us to generate significant income. The charity successfully raised a total income of **£31,109** during the reporting period. There was no expenditure during the 2023/2024 financial year, the entire income of £31,109 has been retained within the charity's accounts. The majority of funds raised will be spent on a Ball Pool Refurbishment project, as determined by the Trustees in consultation with the school leadership. ## **Financial Review** **Principal Funding Sources:** Our principal funding sources continue to be donations from fundraising events and initiatives supported by parents, carers, and the wider school community. **Going Concern:** After reviewing the charity's financial position and plans for the next financial year, the Trustees consider that the Friends of Oakview is a going concern. ## **Plans for Future Periods** Following the successful fundraising efforts and the significant balance accumulated in the 2023/2024 financial year, the Trustees plan to work closely with Oakview School to identify and fund key projects that will directly benefit the pupils. We will continue our fundraising efforts, alongside careful planning for the deployment of all funds raised. ## **Declaration** The Trustees declare that they have approved the Trustees' Report for the year ended 31 August 2024. Signed on behalf of the Trustees: **Cristina Kearney:** _Chair of Trustees_ **Date:** 13/8/25 ## Audit trail ## Details **----- Start of picture text -----**
|||| |---|---|---| |Friends of Oakview School - Trustees' Report For the Financial Year Ended 31 August 2024 - 8/14/25,| |FILE NAME| |2:12 PM| |STATUS|Signed| |2025/08/14| |STATUS TIMESTAMP| |13:12:43 UTC| |Activity| |tkearney@oakview.efspt.org sent a signature request to:|2025/08/14| |SENT|Cristina Kearney (head@oakview.efspt.org)|13:11:16 UTC| |2025/08/14| |Signed by Cristina Kearney (head@oakview.efspt.org)| |SIGNED|13:12:43 UTC| |2025/08/14| |This document has been signed by all signers and is complete| |COMPLETED|13:12:43 UTC| **----- End of picture text -----**
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