2023-03-31-accounts - Broadbridge Heath Gala Association

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Trustees’ Annual Report for the period

From 26[th] November 2021 To 5[th] April 2023

Charity name: Broadbridge Heath Gala Association

Charity registration number: 1196789

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	1. To assist, in such ways as the Charity Trustees think fit, any charity or organisation in Broadbridge Heath, who’s aims include advancing the education of persons, by developing their mental, physical and moral capabilities through educational, sporting, and leisure time activities. 2. The promotion of social inclusion among elderly persons in Broadbridge Heath, who are excluded from society because they are housebound, or unable to drive or easily access public transport, by the provision of social events, including transport to and from home. 3. To promote such other charitable purposes as may from time to time be determined.
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	Pensioners Christmas dinner. Village summer jubilee picnic with family games, entertainment and activities. Jubilee tree planting, and commemorative gifts to local children.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	In setting our objectives and planning our activities the Trustees have given careful consideration and regard, to the Charity Commission’s public benefit guidance.

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference n/a Para 1.38 Policy on grant making

n/a Para 1.38 Policy on social investment including program related investment n/a Para 1.38 Contribution made by volunteers n/a 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	The charity has succeeded in achieving a number of its aims over the reporting period. Funds raised, have been used to support the provision of a free Christmas lunch for elderly residents of the village, where they have been able to enjoy valuable social interaction. To celebrate the Queens Jubilee, the charity purchased three Rowan trees and commemorative plaques, which were planted at different locations across the village, for the benefit of the community. Commemorative pin badges were also purchased, and distributed to children attending the summer Jubilee picnic. These activities were aimed at raising awareness, educating, and creating memories associated to the Monarchy, and our National heritage. The charity also hosted Easter Egg, and Scarecrow trails during the reporting period. These saw many families out and about in the village over the relevant periods, promoting the charities aims and purposes of developing mental and physical capability through leisure time activity.

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

n/a Achievements against Para 1.41 objectives set n/a

Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41	n/a
Other		n/a

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The charity’s financial position remained broadly equivalent at the end of the period, to that at the start, whilst being able to pursue and funds its aims.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Following the pandemic, the trustees agreed to hold sufficient funds in reserve, so that the charity could maintain 2 years’ worth of financial obligations in regard to insurances, and storage of assets.
Amount of reserves held	Para 1.22	£3,000
Reasons for holding zero reserves	Para 1.22	n/a
Details of fund materially in deficit	Para 1.24	n/a
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	n/a

Additional information (optional)

You may choose to include further statements where relevant about:

n/a The charity’s principal sources of funds (including Para 1.47 any fundraising) n/a Investment policy and objectives including any Para 1.46 social investment policy adopted n/a A description of the principal Para 1.46 risks facing the charity Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution dated 10thNovember 2021
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	The charity is registered as a Charitable Incorporated Organisation (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 nominated and voted upon, at convened meetings of the trustees, and in accordance with the provisions and requirements of the Constitution.

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51	n/a
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	n/a
Relationship with any related parties	Para 1.51	n/a
Other		n/a

Reference and Administrative details

Charity name	Broadbridge Heath Gala Association
Other name the charity uses
Registered charity number	1186789
Charity’s principal address	Broadbridge Heath Parish Council The Parish Office Sargent Way,Broadbridge Heath HORSHAM West Sussex RH12 3TS

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Warren Jones	Chair
Hollie Hebblethwaite
Rebecca Downer
Sheila Stocker
Peter Smith
Richard Axby
Helen Lawrence	Secretary	26/11/21 to 5/10/22

– 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	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) Warren Jones Full name(s) Warren Jones

Position (eg Secretary, Chair Chair, etc)

Date

26[th] April 2024