Trustees’ Annual Report for the period
From 02/01/2024 Period start date To 01/01/2025 Period end date
Charity name: Ohana
Charity registration number: 1162152
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The charity's purpose, as outlined in its governing document, is to offer relief to individuals with disabilities or special educational needs, as well as their families and caregivers. Ohana aims to benefit the public by providing inclusive support activities focused on enhancing communication and social skills, creating volunteer opportunities, offering respite care, and promoting greater awareness and understanding of the support needs of those with disabilities and special educational needs. |
| 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 |
The charity's main activities, carried out for public benefit, include running a support group and hosting bi-weekly play sessions for families with special needs. It also provides communication and social networking opportunities for these families, along with volunteering and training opportunities. The charity offers respite care and works closely with local authorities and schools to develop inclusive activities. Additionally, it provides opportunities for the wider public to learn new skills. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Each Trustee has taken the time to refresh their knowledge and update their skills using the guidance provided at: https://beingacharitytrustee.campaign.gov.u k. We also enjoyed the quiz at the end and made good use of the valuable resources available to ensure Ohana’s governance remains compliant with current regulations. |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
SORP reference |
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| Policy on grant making | Para 1.38 | Not applicable |
| Policy on social investment including program related investment |
Para 1.38 | Not Applicable |
| Contribution made by volunteers |
Para 1.38 | Not applicable |
| Other | Not applicable |
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 continued to maintain our Facebook page, providing a platform for parents to connect, seek advice, and share guidance. Through Lottery funding, the charity has built strong foundations, recruited and trained staff, and relaunched vital services that provide safe, creative play opportunities for children and supportive networks for parents and carers. Families now benefit from accessible drop-in sessions, structured activities, and community events that reduce isolation and strengthen wellbeing. By investing in staff development, digital skills, and partnerships with local groups, the charity has not only improved the lives of its direct beneficiaries but also fostered stronger community connections and laid the groundwork for future growth, including new initiatives for teens and sensory support. |
| Additional information (optional) You may choose to include further statements where relevant about: |
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| Achievements against objectives set |
Para 1.41 | Despite early staffing challenges, the charity has laid strong foundations, relaunched vital services, and begun to expand its reach. Its work has already improved the wellbeing of children and families while strengthening community ties and building capacity for future growth. |
| Performance of fundraising activities against objectives set |
Para 1.41 | Through Lottery funding, the charity has built strong foundations, recruited and trained staff, and relaunched vital services that provide safe, creative play opportunities for children and supportive networks for parents and |
| carers. Families now benefit from accessible drop-in sessions, structured activities, and community events that reduce isolation and strengthen wellbeing. By investing in staff development, digital skills, and partnerships with local groups, the charity has not only improved the lives of its direct beneficiaries but also fostered stronger community connections and laid the groundwork for future growth, including new initiatives for teens and sensory support. |
||
|---|---|---|
| Investment performance against objectives |
Para 1.41 | With Lottery funding, our charity has relaunched vital play and support services, created safe and creative opportunities for children, built supportive networks for parents, and strengthened community connections while laying the groundwork for future growth |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity started the year with £9,368.24 and received 3 lottery payments, which helped to cover recruitment, training, salary and premises costs. The restricted funds of £882 for the swimming program were unspent. The reserves fund was reduced to £667.57 after bank charges. The lottery grant funds balance to be carried forward into next year was £8,447.34, which will cover staffing and other planned expenses. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Ohana's goal is to maintain a reserve fund equivalent to 12 months of operating expenses, which is currently estimated at £667. |
| Amount of reserves held | Para 1.22 | £882.00 |
| Reasons for holding zero reserves |
Para 1.22 | None |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
Additional information (optional)
| You may choose to include further statements where relevant about: | You may choose to include further statements where relevant about: | You may choose to include further statements where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Lottery funding, donations and play club fees |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Not applicable |
| A description of the principal risks facing the charity |
Para 1.46 | The primary risk this year was ensuring the charity remained operational, retaining employed staff and re-launching the Play Club. We successfully managed to employ staff, open Play Club and Parent Carer group, plus keep the Facebook support group active. We have reviewed and aligned the charity’s policies and procedures to be within Charity Commission guidelines. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution revised 17.4.23 |
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 | Minimum 3 trustees to make a decision. |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | Behaviour code for adults working with children Mar 24 Equality, diversity and inclusion Mar 24 Privacy notice for recruitment of staff and volunteers Mar 24 Support and supervision policy Mar 24 Fire Policy Dec 24 Safeguarding of children, young people and vulnerable adults Mar 24 Photography and filming statement Mar 24 Safeguarding Policy Implementing Checklist Mar 24 Safeguarding Concern, Incident Report Sep 24 Volunteering policy Mar 24 Volunteer Expenses policy Mar 24 What to do when things go wrong Mar 24 Volunteer Expenses Form Mar 24 Volunteer Application Form Oct 24 |
|---|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Joined Position Title Name Surname 2/3/23 Secretary Mrs Helen Dickinson 1/1/22 Treasurer Mrs Maryjane Olivier 1/1/13 Chairperson Mr Martin Smith |
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|---|---|---|---|
| Relationship with any related parties |
Para 1.51 | Advice received from Community First Yorkshire | |
| Other |
Reference and Administrative details
| Charity name | Ohana |
|---|---|
| Other name the charity uses | |
Registered charity number |
1162152 |
| Charity’s principal address | Flat 2, 46 North Road, Ripon, HG4 1JR |
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) |
|---|---|---|---|
| Martin Smith | Chairperson | ||
| Maryjane Olivier | Treasurer | ||
| Helen Dickinson | Secretary | ||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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 advise Name Address
Name of chief executive or names of senior staff members (Optional informatio
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
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) | Maryjane Olivier |
| Position(eg Secretary, Chair, etc |
Treasurer |
| Date | 30/10/25 |
| Income & Expenditure at 31st December 2024 Actual INCOME Donatons - Play Club Receipts - Swimming - Equipment Hire/Sale - Natonal Lotery Grants 16,634.50 Interest on account 13.58 |
Income & Expenditure at 31st December 2024 Actual INCOME Donatons - Play Club Receipts - Swimming - Equipment Hire/Sale - Natonal Lotery Grants 16,634.50 Interest on account 13.58 |
Income & Expenditure at 31st December 2024 Actual INCOME Donatons - Play Club Receipts - Swimming - Equipment Hire/Sale - Natonal Lotery Grants 16,634.50 Interest on account 13.58 |
|---|---|---|
| Total Income | 16,648.08 | |
| EXPENDITURE Stafng cost Premisis costs Running costs Swim Expenses Insurance |
12,103.97 514.70 2,773.73 - 627.01 |
|
| Total Expenditure | 16,019.41 | |
| Bank Balance as at 31/12/24 Correct balance for Year end 31/12/24 Opening bank balance Income Expenditure Reserves for future expenditure Restricted funds for Swimming The Natonal Lotery Grant Balance |
9,996.91 9,996.91 9,368.24 16,648.08 16,019.41 667.57 882.00 8,447.34 |
|
| 9,996.91 |