Ombersley Spire and Church Appeal also known as OSCA Charity registration number: 1131675 St Andrew's Church Maln Road Ombersley WR9 OEP Trustees Anthony Phllip Gilson Hughes (Chairl Robert Thornton Paul Wyresdale John Adams James Martineau (Treasurer) Trustees, Annual Report for the period; ljanuary 2024- 31 December 2024 Charlty was established as an unlncorporated assoclatlon by Trust Deed dated 5 July 2009. Trustees are appointed by existing trustees after consultatlon wlth the churchwarden5 of St Andrevls, Ombersley. l Objectlves and Activities Purpose The charity's purpose Is to enable the restoratlon, preservatlon, repalr, malntenance. Improvement, or reconstruction of St Andrew's church, Ombersley and its immediate environs. Maln Artivities The maln activltles are to raise funds to fulfll the charity's purpose. Without a useable church building, the people of Ombersley and wider publlc wlll be deprived of a communlty asset. Statement of compllun The charlty's sole purpose Is to help make St Andrew's church Ombersley and Its Immedlate environs useable for a variety of community purposes. Policy on grant maklng Grants are awarded to the Parochial Church Council of St Andrew's Ombersley who are responsible forthe management of projects. Contribution made by volunteers Fund raising is undertaken entirely by volunteers. 2 Achievements and performance In the year under review the main effort of the charSty was to raise funds forthe replacement of the Tenor bell which cracked and became unusable towards the end of 2023. After professional asse55ment, 5t Andre￿S PCC declded the only prattic31 long-term solution was replace the bell. The charltytherefore created an appeal aimed at both the local community and appropriate grant making charities. In less than nine months nearly £30,000 had been raised or pledged, of which personal donations accounted for 56Yo (including a significant gift in memory of a donorfs late husband). Grdnt making charities contributed 44Yo of the total amount raised. Of this, the pledged sum of £5,000 was from another grant making charity who paid the donation direct to the bell hanging company. It is expected that the total ralsed wlll be enhanced through Gift Aid tax recovery on personal donations. The sound of new tenor bell Is now greatly appreciated by the village community. The charity made a grant of £25,000 to St Andrew's PCC to cover m05t of the cost of the replacement bell with a small contrlbutlon towards updating the WC to meet current disablllty standards. The charity also donated £32,000 towards the cost of the under-pew electrlc heating system. Thls replaced the wet System previously heated by an oil burning boiler which had been condemned. The charity continued fundlng ralslng from personal donors for future projects, including Improved ac￿55 forthe disabled, repair5 and ongoing maintenance at St Andrew's. 3 Financial Review Flnunclal position at the end of the period The charity continues to accumulate funds for both current and future projects at St Andrew'5 church, Ombersley. Reserves pollcy The charity will continue to accumulate funds to fund both current and future projects at st Andre￿5 church, Ombersley. Amount of Reserves held The reserves held on 31 December 2024 amounted to £87,662. 4 Public Benefit Statement The charlty's alm15 to enable St Andrevs church to continue to be fit for use as a communlty asset by both current and future generatlons of the people of Ombersley and wider public. 5 Declaration The trustees declare that they have approved the tru5tees' report above. Signed on behalfof the charltys trustees.. 1¥0- Anthony Hughes Chair Date: Ig J￿￿ IS FINANCIALSTATEMENTS FOR THE PERIOD l January 2024 TO 31 December 2024 FOR THE OMBERSLEY SPIRE AND CHURCH APPEAL A REGISTERED CHARITY NUMBER 1131675 Ombersley Splre and Church Appeal Income and Expenditure Statement For the period l January 2024 to 31 December 2024 Recel ts Charlty Grants Fund raising Donations Tax Recovery Dlvldends & Interest Totsl Note 2024 £10,400.00 £16,868,92 £940.00 £1,659.42 £177.73 £30,046.07 2023 £2,400.00 £1,863.35 £225.19 £4,488.54 en5es Donation to St Andrew's PCC Other Expenses Total £57,000.00 £60.00 £57,060.00 £60.00 £60.00 Surplus / Shortfall -£27.013.93 £4,428.54 C8sh p05ltion on l January CAF Bank Total £114,676.18 £114,676.18 £110,247.64 £110,247.64 Cash position on 31 December CAF Bank Total £87,662.25 £87,662.25 £114,676.18 £114,676.18 Cashflow -£27,013.93 £4,428.54 Ombersley Spire and Church Appeal Notss re Income and Expenditure Statement For the period l January 2024 to 31 December 2024 Income l Donatlons Omber51ey charities Ombersley Church Houses Trust Ombersley Conservation Trust Sandys Trust £2,400 £4,000 £4,000 £10,400 Indlvlduals Vlllage Bell envelopes Tenner fora Tenor (Bell) Donatlons for Bell fund Donatlons (Regular) £1,530 £3,303 £12,036 £940 £17,809 2 Tax recovery- Oct 2020-Mar 2024 (excludlng Bell fund) £1,659 £29,868 Expenditure Bank charges Grant to Ombersley St Andrew's PCC £60 £57,000 £57,060 Ombersley Splre and Church Appeal Flnanclal statements For the period ljanuary 2024 to 31 December 2024 2024 202Y Incon7e and Expendlture Account Income Expendfture £30,046.07 £57,060.00 £4A88.54 £60.00 Surplus / Shortfall 27,013.93 £4,428.54 Cash deposits on ljanuary £114,676.18 £110,247.64 Cash deposlts on 31 December £87,662.25 £110,247.64 Statement of Assets and Liabllltles Assets CAF Bank £87,662.25 £114,676.18 Total £87,662.25 £114,676.18 Llabllltles NIL NIL NIL NIL Chalrman Treasurer Independent examinerfs report on the accounts For the period l January 2024 to 31 December 2024 Report to the trustÈés of the Ombersley Spire and Church Appeal I report to the trustees on my examlnation of the accounts of the above charity {"the Trusv,) for the year ended 31 December 2024 As the charity's trustees, you are responsible for the preparation of the accounts In accordance with the requirements of the Charltles Act 2011 ("the Act.). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and In carrying out my examinatlon, I have followed all the appllcable Directions given by the Charlty Commission under section 145{5)(bl of the Act. I have completed my examinatlon. I confirm that no materlal matters have come to my attentlon in connectlon with the examination whlch gives me cause to belleve that in, any materlal respect: the accounting records were not kept in accordance wlth section 130 of the Charitie5 Act; or the accounts dld not accord wlth the accounting records; or the accounts dld not comply wlth the appllcable requirements concerning the form and content of accounts set out in the Charlties (Accounts and Report5) Regulations 2008 otherthan any requirement that the accounts give a true and falrf view which is not a matter considered as part of an independent examlnation. I have no concems and have come across no other matters in connectlon with the examlnatlon to which attention should be drawn In this report In order to enable a proper understanding of the accounts to be reached. Paul Hunter 15 Sandys Road Ombersley Worcestershire WR9 ODY AAT Date: 17/./75