## **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||
|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:|||
|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|
|---|---|---|---|
|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|