Trustees’ Annual Report for the period
From 1[st] November 2023 To 31[st] October 2024
Charity name: OUGHTIBRIDGE GALA EVENTS & DONATIONS CHARITY
Charity registration number: 1158200
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To provide grants and donations for such charitable purposes for the public benefit as are exclusively charitable according to the laws of England and Wales as the trustees may from time to time determine in particular but not exclusively in Oughtibridge and the surroundingarea. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Oughtibridge Gala Events and Donations Charity have organised two community events within our financial year. Sports Night was a fine and sunny evening meaning it was well attended evening with the children’s races being very busy. The Tom Holmes Gala Chase was adversely affected by at least one other major running event held in the same week and our entry numbers were down on previous years Gala Day started with a walking parade through the village, led by the Gala Princess and her attendants. The local Brownies, Rainbows, playgroups and dance groups all joined in the parade. As is traditional, Oughtibridge Brass Band led the parade into the park before opening the Gala with a Fanfare. We had birds of prey and a selection of musical acts along with a performance from the Maniax comedy duo to entertain people. Our annual dog show was as popular as ever. Lots of our stalls and games offered opportunities for entertainment and purchasing locally sourced items. We held competitions for local bakers, gardeners, and arts and crafts. The weather was warm and sunny which did bring out the crowds, with many taking shelter in the shade from the trees around thepark as the afternoon went on. This |
| year saw gala invite more external caterers than previously, though we still offered drinks, cakes and ice creams ourselves. Our two events have enabled us to raise enough money to be able to donate £4540 to local charitable organisations in September 2024. Money was given to more than 20 local groups and charities. |
||
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | We have had regard to the guidance issued by the Charity Commission on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | We agree to make grants to organisations and groups in the local area of Oughtibridge Sheffield, for charitable purposes. We do not make grants to individuals, or for commercial benefit. We require proof of spending from all recipients of grants. |
| Policy on social investment including program related investment |
Para 1.38 | We have no policy on social investment. |
| Contribution made by volunteers |
Para 1.38 | The charity is run entirely by volunteers and could not provide the services and funding that we do without them. All help is gratefully received. |
| Other |
Achievements and Performance
SORP reference
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | We have been able to run two major events for the benefit of the local community. These encompass all age-groups and abilities, and promote community support and cohesion. We give local businesses opportunities to spread awareness of their goods and services, and share information about local groups and activities to encourage participation. Through our grant-making we are able to help community groups with their activities and help access services and support throughout the local community. By loaning out our equipment we are able to help support other local community events, and thereby support our community through other dates in the year. |
|---|---|---|
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
| Achievements against objectives set |
Para 1.41 | We were able to secure funding to purchase additional freezer capacity, and to replace a refrigerator that had twice been flooded when the river overflowed and was no longer operationally fit for purpose. |
| Performance of fundraising activities against objectives set |
Para 1.41 | We have no financial objective set, and are clear that donation requests may not be met in full as we are only able to allocate from profit made at our events. |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity was able to finance two events, and to donate £4540 to local groups. Our bank current holds £17330 at the end of the financial year. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We hold funds to run 1.5 gala events in order to stand against cancellation, or other occurrence that may prevent enough being raised to cover costs. We also estimate the cost of maintaining or purchasing gala equipment. |
| Amount of reserves held | Para 1.22 | £17330 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | The charity relies on volunteers to organise and run the events. The resignation of the Chair has created some uncertainty about the ability to organise an event in 2025, in which case the trustees will decide if a year without an event is necessary and will hold funds until sufficient committee members are found. |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Our main source of income is money raised at the two annual events. We make an annual partnership agreement request to Bradfield Parish Council for financial help to cover running costs, such as insurance, licences and permits, and technical costs. BPC donated £2500 in 2025. In addition we received £1500 to replace a refrigerator and buy a freezer through a grant from North Local Authority Community Fund. Other grant requests were unsuccessful. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | Principal risks are weather-related which would lead to cancellation of events, or to poor turnout by event attendees. Running costs are such that last-minute cancellation or poor attendance could create a financial deficit. This is offset by our retained funding policy. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are elected from the volunteers committee members. |
Additional information (optional)
You may choose to include further statements where relevant about: No formal training or induction exists. Policies and procedures adopted for the induction Para 1.51 and training of trustees
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | No formal training or induction exists. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The charity’s organisational structure is: Chair – Emma Packer Vice -Chair – Abi Cone Treasurer – Ann Belben These posts are voted by the members. |
| Relationship with any related parties |
Para 1.51 | N/A |
| Other |
Reference and Administrative details
| Charity name | OUGHTIBRIDGE GALA EVENTS AND DONATIONS CHARITY |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1158200 |
| Charity’s principal address | 180 Langsett Road South Oughtibridge Sheffield S35 0HB |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Emma Packer | Chair | |||
| Martin Robson | ||||
| Tim O’Connell | ||||
| Ian Askham | ||||
| David Webster | ||||
| Luke Denton | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A | ||
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of adviser Name Address |
Type of adviser Name Address |
Type of adviser Name Address |
|---|---|---|
| N/A | ||
| Name of chief executive or names of senior staff members (Optional information) | ||
| N/A |
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
N/A
Declarations
The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s) Full name(s) Emma Packer Position (eg Secretary, Chair Chair, etc) Date 05/01/25 ~~——~~
Oughtibridge Gala Events and Donations Charity
Financial Statements
Year ended 31/10/2024
Registered Charity Number: 1158200
OUGHTIBRIDGE GALA EVENTS AND DONATIONS CHARITY Year ended 31/10/2024
RECEIPTS AND PAYMENTS ACCOUNT
| OUGHTIBRIDGE GALA EVENTS AND DONATIONS CHARITY Year ended 31/10/2024 RECEIPTS AND PAYMENTS ACCOUNT |
OUGHTIBRIDGE GALA EVENTS AND DONATIONS CHARITY Year ended 31/10/2024 RECEIPTS AND PAYMENTS ACCOUNT |
OUGHTIBRIDGE GALA EVENTS AND DONATIONS CHARITY Year ended 31/10/2024 RECEIPTS AND PAYMENTS ACCOUNT |
OUGHTIBRIDGE GALA EVENTS AND DONATIONS CHARITY Year ended 31/10/2024 RECEIPTS AND PAYMENTS ACCOUNT |
OUGHTIBRIDGE GALA EVENTS AND DONATIONS CHARITY Year ended 31/10/2024 RECEIPTS AND PAYMENTS ACCOUNT |
|---|---|---|---|---|
| Income Stalls & Ground Rent games/stalls (1) Gate Catering Rafe refund site management Grants Adverts & Sponsorship Sports Night merchandise foat repaid Dog Show Donatons Expenses Stalls (refunds) Catering Site Management Gala Day Actvites & Performers Insurance Printng, Advertsing & Website Van Hire Rafe prizes/tckets Sports Night First Aid Licenses Repairs & small equipment foat refund Sundries PROFIT BEFORE GRANTS GRANTS GIVEN (2) SURPLUS/(DEFICIT) FOR THE YEAR Opening Bank & vouchers Surplus/(Defcit) for the Year Closing Assets Held Represented By : Closing Bank Gif Voucher |
1,625.00 1,838.05 4,464.50 3,831.43 1,001.00 100.00 3,500.00 |
20,194.44 14,146.37 6,048.07 4,540.00 1,508.07 15,822.92 1,508.07 17,330.99 17,330.99 - 17,330.99 |
Comparatves 10/31/2023 1,490.00 1,488.65 4,158.30 3,658.98 851.10 2,280.00 520.00 651.81 2,330.00 163.30 829.22 18,421.36 50.00 1,446.97 756.65 1,306.21 926.43 1,192.68 402.10 244.40 758.31 210.24 431.54 119.99 2,330.00 529.69 10,705.21 7,716.15 7,503.00 213.15 15,609.77 213.15 15,822.92 15,822.92 15,822.92 |
|
| 210.00 | ||||
| 525.79 37.62 2,495.00 117.05 449.00 |
||||
| 49.99 1,472.66 941.76 2,584.33 1,072.25 1,459.11 418.28 200.00 830.68 419.76 293.30 1,271.28 2,505.00 627.97 |
50.00 1,446.97 756.65 1,306.21 926.43 1,192.68 402.10 244.40 758.31 210.24 431.54 119.99 2,330.00 529.69 |
|||
| 213.15 | ||||
| 15,609.77 213.15 |
||||
| 15,822.92 | ||||
| 15,822.92 | ||||
| 15,822.92 | ||||
OUGHTIBRIDGE GALA EVENTS AND DONATIONS CHARITY Year ended 31/10/2024
RECEIPTS AND PAYMENTS ACCOUNT NOTES
| (1) Stall Income lucky dip bounce Hook a Duck coin rolling Lollipop Board Kids Tomb Adult Tomb Splat the Rat Football Coconut jelly bean Teddy Bear sweets hoopla Welly spin the wheel compettons Treasure Chest (2) Donatons and Thank You's 152nd Brownies 152nd Oughtbridge Guides 367 South Shefeld Air Cadets Wharnclife Side Retrees Oughtbridge Brass Band Oughtbridge Brass band training Oughtbridge Lunch Club wharclife side development assoc Grenoside Explorers Worrall Chapel Zion United Reform Stocksbridge Park Steels Supporters of Oughtbridge School Parish Church of Ascension 150th Wadsley Church Scout Group Dance Dynamique Ecclesfeld Riding Club FOSNI Invictus Gymnastcs Oughtbridge Rainbows Shefeld Foodbank Stocksbridge Pentaqua Swimming Club The Chymnes Band Wharnclife Side Players Greave House Farm Wisewood Girls Football Club |
10/31/2024 110.7 320.00 68.90 54.70 55.05 198.20 321.00 - 159.75 249.25 15.00 44.30 82.10 - - 90.80 32.10 36.20 1838.05 2024 129.00 129.00 154.00 157.00 200.00 76.00 250.00 194.00 - 70.00 - 199.00 483.00 536.00 - 92.00 226.00 143.00 214.00 40.00 464.00 121.00 - 377.00 106.00 180.00 4,540.00 |
10/31/2023 0 - 65.30 5.70 207.00 296.15 98.05 208.50 391.50 - - 126.45 47.00 43.00 - - |
|---|---|---|
| 1,488.65 | ||
| 2023 139.00 150.00 112.00 192.00 373.00 104.00 350.00 - 474.00 75.00 35.00 402.00 481.00 933.00 194.00 100.00 316.00 429.00 433.00 45.00 452.00 411.00 80.00 321.00 431.00 471.00 |
||
| 7,503.00 |
OUGHTIBRIDGE GALA EVENTS AND DONATIONS CHARITY Year ended 31/10/2024 RECEIPTS AND PAYMENTS ACCOUNT NOTES
(3) High value expense items
| (3) High value expense items | |||
|---|---|---|---|
| Gala Day Actvites & Performers Public Announcer Gala Princess & Atendents Printng, Advertsing & Website Rafe Tickets Printng & statonery website (4) Sports Night Race Entry Catering Sweets Expenditure Prizes Trail Associaton First Aid estmate at present Engraving Forestry Commission Race numbers Rosetes/stckers catering sound system (Defcit) / surplus |
10/31/2024 1840.00 420.00 25.00 2,285.00 - 917.25 541.86 1,459.11 10/31/2024 270.93 194.96 58.90 524.79 170.00 21.00 137.28 38.00 75.00 - - 89.40 300.00 830.68 (305.89) |
10/31/2023 1306.21 588.00 - 1,894.21 - 44.40 1,192.68 1,237.08 10/31/2023 449.30 202.51 - 651.81 180.00 10.50 132.00 40.00 86.10 222.44 87.27 - 758.31 (106.50) |
|
| 170.00 21.00 137.28 38.00 75.00 - - 89.40 300.00 |
180.00 10.50 132.00 40.00 86.10 222.44 87.27 - |
||
| (106.50) |
The above profit does not allow for any costs for the catering. Some of the above income & costs are categorised else where in the accounts.