## **Trustees' Annual Report for the period**
Period start date
Period end date
02 01 2019 01 **From To**
01 2020
## Section A Reference and administration details
## **Charity name** Ohana
**Other names charity is known by**
**Registered charity number (if any)** 1162152
**Charity's principal address** 23 Whitcliffe Lane Ripon North Yorkshire **Postcode HG4 2JL**
## **Names of the charity trustees who manage the charity**
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2
3
4
5
6
7
8
9
10
11
12
13|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Michael Riches|Chairman|to July2020||
||Melanie Coe|Treasurer|To December 2021||
||Martin Smith|Chairman|From July2020||
||Elisa Wright||||
||Lydia Bailey||To July2019||
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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**
**TAR**
March **2012**
1
|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|
|---|---|---|
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|**Name of chief executive or names of senior staff members (Optional information)**|||
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## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Constitution
Type of governing document (eg. trust deed, constitution) CIO How the charity is constituted
- (eg. trust, association, company)
Appointed by existing Trustees Trustee selection methods
- (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;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
The objects of the CIO are to provide relief for those in need, by reason of disability or special educational need and their families and/or carers. For the benefit of the public Ohana will provide the following but not exclusively, inclusive support activities which develop communication and social skills, opportunities to volunteer; respite care and an increased awareness and understanding of the support needs of people with disabilities and/or special educational needs.
**TAR**
March **2012**
2
Ohana provide various activities and support opportunities for anyone involved with disabilities and/or special needs. These include but are not limited to families, volunteers and professionals. We currently offer;
- Weekly Support Groups
- Weekly Play Activities for Special Needs families
- Provide communication and social network opportunities for Special Needs families
- Provide volunteering and training opportunities
It is part of our aim to ensure that our offer is as varied as possible to meet the needs of as many people as possible with disability and/or special needs.
**Summary of the main activities undertaken for the public benefit in relation to these objects**
**TAR**
March **2012**
3
**Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**TAR**
March **2012**
4
## Section D Achievements and performance
## **Summary of the main achievements of the charity during the year**
COVID 19 has had a significant impact and we ceased all activities in accordance with government legislation. However, the Facebook page membership grew significantly, and support continued to be provided through our online community.
Work on defining a Development Strategy to expand Ohana and the services it provides continuing with potential funding options being investigated - this was put on ice with the National Lottery Community Fund over Covid.
**TAR**
March **2012**
5
## **Section E Financial review**
Ohana does not have a defined reserves policy. However, our accounts **Brief statement of the** are closely scrutinised and any decisions on spending are made in **charity’s policy on reserves** consultation with all the Trustees.
**Details of any funds materially** No funds in deficit **in deficit**
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
## **Signature(s)**
Martin Smith **Full name(s)** Michael Riches **Position (eg Secretary, Chair,** Trustee Chair **etc)**
**Date** 01 November 2021
**TAR**
March **2012**
6
**OHANA**
## **Income & Expenditure to 31st December 2020**
|**INCOME**
Donations
Play Club Receipts
Swim Receipts|**Total**
15588.00
257.00
171.00|**Total**
15588.00
257.00
171.00|
|---|---|---|
|**Total Income**|**£16,016.00**||
|**EXPENDITURE**
Play Club Helpers/ref
Swim Expenses
Insurance
Other - various|**Total**
1723.58
439.80
390.80
109.72||
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|**Total Expenditure**||**£2,663.90**|
|Opening Bank Balance
Income
Expenditure
**Bank Balance as at 31/12/2020**
**Correct Balance for Year End 31/12/19**||£6,456.25
£16,016.00
£2,663.90
**£19,808.35**|
|||**£19,808.35**|