## **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<br>the charity as set out in its<br>governing document|Para 1.17|To provide grants and donations for such<br>charitable purposes for the public benefit as<br>are exclusively charitable according to the laws<br>of England and Wales as the trustees may from<br>time to time determine in particular but not<br>exclusively in Oughtibridge and the<br>surroundingarea.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|Oughtibridge Gala Events and Donations<br>Charity have organised two community events<br>within our financial year.<br>Sports Night was a fine and sunny evening<br>meaning it was well attended evening with the<br>children’s races being very busy. The Tom<br>Holmes Gala Chase was adversely affected by<br>at least one other major running event held in<br>the same week and our entry numbers were<br>down on previous years<br>Gala Day started with a walking parade<br>through the village, led by the Gala Princess<br>and her attendants.  The local Brownies,<br>Rainbows, playgroups and dance groups all<br>joined in the parade. As is traditional,<br>Oughtibridge Brass Band led the parade into<br>the park before opening the Gala with a<br>Fanfare.  We had birds of prey  and a selection<br>of musical acts along with a performance from<br>the Maniax comedy duo to entertain people.<br>Our annual dog show was as popular as ever.<br>Lots of our stalls and games offered<br>opportunities for entertainment and<br>purchasing locally sourced items. We held<br>competitions for local bakers, gardeners, and<br>arts and crafts. The weather was warm and<br>sunny which did bring out the crowds, with<br>many taking shelter in the shade from the trees<br>around thepark as the afternoon went on. This|





|||year saw gala invite more external caterers<br>than previously, though we still offered drinks,<br>cakes and ice creams ourselves.<br>Our two events have enabled us to raise<br>enough money to be able to donate £4540 to<br>local charitable organisations in September<br>2024.  Money was given to more than 20 local<br>groups and charities.|
|---|---|---|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|We have had regard to the guidance<br>issued by the Charity Commission on<br>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<br>and groups in the local area of<br>Oughtibridge Sheffield, for charitable<br>purposes. We do not make grants to<br>individuals, or for commercial benefit. We<br>require proof of spending from all recipients<br>of grants.|
|Policy on social investment<br>including program related<br>investment|Para 1.38|We have no policy on social investment.|
|Contribution made by<br>volunteers|Para 1.38|The charity is run entirely by volunteers<br>and could not provide the services and<br>funding that we do without them. All help is<br>gratefully received.|
|Other|||



## **Achievements and Performance** 

SORP reference 



|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|We have been able to run two major events<br>for the benefit of the local community.<br>These encompass all age-groups and<br>abilities, and promote community support<br>and cohesion.<br>We give local businesses opportunities to<br>spread awareness of their goods and<br>services, and share information about local<br>groups and activities to encourage<br>participation.<br>Through our grant-making we are able to<br>help community groups with their activities<br>and help access services and support<br>throughout the local community.<br>By loaning out our equipment we are able<br>to help support other local community<br>events, and thereby support our community<br>through other dates in the year.|
|---|---|---|
|**Additional information (optional)**<br>You may choose to include further statements||where relevant about:|
|Achievements against<br>objectives set|Para 1.41|We were able to secure funding to<br>purchase additional freezer capacity, and to<br>replace a refrigerator that had twice been<br>flooded when the river overflowed and was<br>no longer operationally fit for purpose.|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|We have no financial objective set, and are<br>clear that donation requests may not be<br>met in full as we are only able to allocate<br>from profit made at our events.|
|Investment performance<br>against objectives|Para 1.41|N/A|
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|The charity was able to finance two events,<br>and to donate £4540 to local groups. Our<br>bank current holds £17330 at the end of the<br>financial year.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|We hold funds to run 1.5 gala events in<br>order to stand against cancellation, or other<br>occurrence that may prevent enough being<br>raised to cover costs. We also estimate the<br>cost of maintaining or purchasing gala<br>equipment.|
|Amount of reserves held|Para 1.22|**£17330**|
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|The charity relies on volunteers to organise<br>and run the events. The resignation of the<br>Chair has created some uncertainty about<br>the ability to organise an event in 2025, in<br>which case the trustees will decide if a year<br>without an event is necessary and will hold<br>funds until sufficient committee members<br>are found.|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|Our main source of income is money raised<br>at the two annual events.<br>We make an annual partnership agreement<br>request to Bradfield Parish Council for<br>financial help to cover running costs, such<br>as insurance, licences and permits, and<br>technical costs. BPC donated £2500 in<br>2025. In addition we received £1500 to<br>replace a refrigerator and buy a freezer<br>through a grant from North Local Authority<br>Community Fund. Other grant requests<br>were unsuccessful.|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|N/A|
|A description of the principal<br>risks facing the charity|Para 1.46|Principal risks are weather-related which<br>would lead to cancellation of events, or to<br>poor turnout by event attendees. Running<br>costs are such that last-minute cancellation<br>or poor attendance could create a financial<br>deficit. This is offset by our retained funding<br>policy.|
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Constitution**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Trustees are elected from the volunteers**<br>**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<br>adopted for the induction<br>and training of trustees|Para 1.51|**No formal training or induction exists.**|
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|**The charity’s organisational structure is:**<br>**Chair – Emma Packer**<br>**Vice -Chair – Abi Cone**<br>**Treasurer – Ann Belben**<br>**These posts are voted by the members.**|
|Relationship with any<br>related parties|Para 1.51|**N/A**|
|Other|||



## **Reference and Administrative details** 

|Charity name|OUGHTIBRIDGE GALA EVENTS AND DONATIONS<br>CHARITY|
|---|---|
|Other name the charity uses||
|Registered charity number|1158200|
|Charity’s principal address|180 Langsett Road South<br>Oughtibridge<br>Sheffield<br>S35 0HB|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (if any)**|
|---|---|---|---|---|
||Emma Packer|Chair|||
||Martin Robson||||
||Tim O’Connell||||
||Ian Askham||||
||David Webster||||
||Luke Denton||||
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## – 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**|||
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## **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**<br>**adviser**<br>**Name**<br>**Address**|**Type of**<br>**adviser**<br>**Name**<br>**Address**|**Type of**<br>**adviser**<br>**Name**<br>**Address**|
|---|---|---|
|**N/A**|||
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|**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<br>Year ended 31/10/2024<br>RECEIPTS AND PAYMENTS ACCOUNT|OUGHTIBRIDGE GALA EVENTS AND DONATIONS CHARITY<br>Year ended 31/10/2024<br>RECEIPTS AND PAYMENTS ACCOUNT|OUGHTIBRIDGE GALA EVENTS AND DONATIONS CHARITY<br>Year ended 31/10/2024<br>RECEIPTS AND PAYMENTS ACCOUNT|OUGHTIBRIDGE GALA EVENTS AND DONATIONS CHARITY<br>Year ended 31/10/2024<br>RECEIPTS AND PAYMENTS ACCOUNT|OUGHTIBRIDGE GALA EVENTS AND DONATIONS CHARITY<br>Year ended 31/10/2024<br>RECEIPTS AND PAYMENTS ACCOUNT|
|---|---|---|---|---|
|Income<br>Stalls & Ground Rent<br>games/stalls<br>(1)<br>Gate<br>Catering<br>Rafe<br>refund site management<br>Grants<br>Adverts & Sponsorship<br>Sports Night<br>merchandise<br>foat repaid<br>Dog Show<br>Donatons<br>Expenses<br>Stalls (refunds)<br>Catering<br>Site Management<br>Gala Day Actvites & Performers<br>Insurance<br>Printng, Advertsing & Website<br>Van Hire<br>Rafe prizes/tckets<br>Sports Night<br>First Aid<br>Licenses<br>Repairs & small equipment<br>foat refund<br>Sundries<br>PROFIT BEFORE GRANTS<br>GRANTS GIVEN<br>(2)<br>SURPLUS/(DEFICIT) FOR THE YEAR<br>Opening Bank  & vouchers<br>Surplus/(Defcit) for the Year<br>Closing Assets Held<br>Represented By :<br>Closing Bank<br>Gif Voucher|1,625.00<br>1,838.05<br>4,464.50<br>3,831.43<br>1,001.00<br>100.00<br>3,500.00|<br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br>20,194.44<br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br>14,146.37<br>6,048.07<br>4,540.00<br>1,508.07<br>15,822.92<br>1,508.07<br>17,330.99<br>17,330.99<br>-<br>17,330.99|Comparatves<br>10/31/2023<br>1,490.00<br>1,488.65<br>4,158.30<br>3,658.98<br>851.10<br>2,280.00<br>520.00<br>651.81<br>2,330.00<br>163.30<br>829.22<br>18,421.36<br>50.00<br>1,446.97<br>756.65<br>1,306.21<br>926.43<br>1,192.68<br>402.10<br>244.40<br>758.31<br>210.24<br>431.54<br>119.99<br>2,330.00<br>529.69<br>10,705.21<br>7,716.15<br>7,503.00<br>213.15<br>15,609.77<br>213.15<br>15,822.92<br>15,822.92<br>15,822.92||
||210.00||||
||525.79<br>37.62<br>2,495.00<br>117.05<br>449.00||||
||49.99<br>1,472.66<br>941.76<br>2,584.33<br>1,072.25<br>1,459.11<br>418.28<br>200.00<br>830.68<br>419.76<br>293.30<br>1,271.28<br>2,505.00<br>627.97||50.00<br>1,446.97<br>756.65<br>1,306.21<br>926.43<br>1,192.68<br>402.10<br>244.40<br>758.31<br>210.24<br>431.54<br>119.99<br>2,330.00<br>529.69||
||||||
|||||213.15|
|||||15,609.77<br>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<br>lucky dip<br>bounce<br>Hook a Duck<br>coin rolling<br>Lollipop Board<br>Kids Tomb<br>Adult Tomb<br>Splat the Rat<br>Football<br>Coconut<br>jelly bean<br>Teddy Bear<br>sweets<br>hoopla<br>Welly<br>spin the wheel<br>compettons<br>Treasure Chest<br>(2) Donatons and Thank You's<br>152nd Brownies<br>152nd Oughtbridge Guides<br>367 South Shefeld Air Cadets<br>Wharnclife Side Retrees<br>Oughtbridge Brass Band<br>Oughtbridge Brass band training<br>Oughtbridge Lunch Club<br>wharclife side development assoc<br>Grenoside Explorers<br>Worrall Chapel<br>Zion United Reform<br>Stocksbridge Park Steels<br>Supporters of Oughtbridge School<br>Parish Church of Ascension<br>150th Wadsley Church Scout Group<br>Dance Dynamique<br>Ecclesfeld Riding Club<br>FOSNI<br>Invictus Gymnastcs<br>Oughtbridge Rainbows<br>Shefeld Foodbank<br>Stocksbridge Pentaqua Swimming Club<br>The Chymnes Band<br>Wharnclife Side Players<br>Greave House Farm<br>Wisewood Girls Football Club|10/31/2024<br>110.7<br>320.00<br>68.90<br>54.70<br>55.05<br>198.20<br>321.00<br>-<br>159.75<br>249.25<br>15.00<br>44.30<br>82.10<br>-<br>-<br>90.80<br>32.10<br>36.20<br>1838.05<br>2024<br>129.00<br>129.00<br>154.00<br>157.00<br>200.00<br>76.00<br>250.00<br>194.00<br>-<br>70.00<br>-<br>199.00<br>483.00<br>536.00<br>-<br>92.00<br>226.00<br>143.00<br>214.00<br>40.00<br>464.00<br>121.00<br>-<br>377.00<br>106.00<br>180.00<br>4,540.00|10/31/2023<br>0<br>-<br>65.30<br>5.70<br>207.00<br>296.15<br>98.05<br>208.50<br>391.50<br>-<br>-<br>126.45<br>47.00<br>43.00<br>-<br>-|
|---|---|---|
|||1,488.65|
|||2023<br>139.00<br>150.00<br>112.00<br>192.00<br>373.00<br>104.00<br>350.00<br>-<br>474.00<br>75.00<br>35.00<br>402.00<br>481.00<br>933.00<br>194.00<br>100.00<br>316.00<br>429.00<br>433.00<br>45.00<br>452.00<br>411.00<br>80.00<br>321.00<br>431.00<br>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<br>Public Announcer<br>Gala Princess & Atendents<br>Printng, Advertsing & Website<br>Rafe Tickets<br>Printng & statonery<br>website<br>(4) Sports Night<br>Race Entry<br>Catering<br>Sweets<br>Expenditure<br>Prizes<br>Trail Associaton<br>First Aid estmate at present<br>Engraving<br>Forestry Commission<br>Race numbers<br>Rosetes/stckers<br>catering<br>sound system<br>(Defcit) / surplus|10/31/2024<br>1840.00<br>420.00<br>25.00<br>2,285.00<br>-<br>917.25<br>541.86<br>1,459.11<br>10/31/2024<br>270.93<br>194.96<br>58.90<br>524.79<br>170.00<br>21.00<br>137.28<br>38.00<br>75.00<br>-<br>-<br>89.40<br>300.00<br>830.68<br> (305.89)|10/31/2023<br>1306.21<br>588.00<br>-<br>1,894.21<br>-<br>44.40<br>1,192.68<br>1,237.08<br>10/31/2023<br>449.30<br>202.51<br>-<br>651.81<br>180.00<br>10.50<br>132.00<br>40.00<br>86.10<br>222.44<br>87.27<br>-<br>758.31<br> (106.50)||
||170.00<br>21.00<br>137.28<br>38.00<br>75.00<br>-<br>-<br>89.40<br>300.00|180.00<br>10.50<br>132.00<br>40.00<br>86.10<br>222.44<br>87.27<br>-||
||||(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.