
## **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<br>the charity as set out in its<br>governing document|Para 1.17|1. To assist, in such ways as the Charity<br>Trustees think fit, any charity or<br>organisation in Broadbridge Heath, who’s<br>aims include advancing the education of<br>persons, by developing their mental,<br>physical and moral capabilities through<br>educational, sporting, and leisure time<br>activities.<br>2. The promotion of social inclusion among<br>elderly persons in Broadbridge Heath, who<br>are excluded from society because they are<br>housebound, or unable to drive or easily<br>access public transport, by the provision of<br>social events, including transport to and<br>from home.<br>3. To promote such other charitable<br>purposes as may from time to time be<br>determined.|
|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|Pensioners Christmas dinner.<br>Village summer jubilee picnic with family<br>games, entertainment and activities.<br>Jubilee tree planting, and commemorative<br>gifts to local children.|
|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|In setting our objectives and planning our<br>activities the Trustees have given careful<br>consideration and regard, to the Charity<br>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<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|The charity has succeeded in achieving a<br>number of its aims over the reporting<br>period. Funds raised, have been used to<br>support the provision of a free Christmas<br>lunch for elderly residents of the village,<br>where they have been able to enjoy<br>valuable social interaction.<br>To celebrate the Queens Jubilee, the<br>charity purchased three Rowan trees and<br>commemorative plaques, which were<br>planted at different locations across the<br>village, for the benefit of the community.<br>Commemorative pin badges were also<br>purchased, and distributed to children<br>attending the summer Jubilee picnic. These<br>activities were aimed at raising awareness,<br>educating, and creating memories<br>associated to the Monarchy, and our<br>National heritage.<br>The charity also hosted Easter Egg, and<br>Scarecrow trails during the reporting<br>period. These saw many families out and<br>about in the village over the relevant<br>periods, promoting the charities aims and<br>purposes of developing mental and<br>physical capability through leisure time<br>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<br>activities against objectives<br>set|Para 1.41||
|---|---|---|
|Investment performance<br>against objectives|Para 1.41|n/a|
|Other||n/a|





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|The charity’s financial position remained<br>broadly equivalent at the end of the period,<br>to that at the start, whilst being able to<br>pursue and funds its aims.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|Following the pandemic, the trustees<br>agreed to hold sufficient funds in reserve,<br>so that the charity could maintain 2 years’<br>worth of financial obligations in regard to<br>insurances, and storage of assets.|
|Amount of reserves held|Para 1.22|£3,000|
|Reasons for holding zero<br>reserves|Para 1.22|n/a|
|Details of fund materially in<br>deficit|Para 1.24|n/a|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>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<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution dated 10thNovember 2021|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|The charity is registered as a Charitable<br>Incorporated Organisation (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 nominated and voted upon, at<br>convened meetings of the trustees, and in<br>accordance with the provisions and<br>requirements of the Constitution.|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>Policies and procedures<br>adopted for the induction<br>and training of trustees|<br>Para 1.51|<br>n/a|
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|n/a|
|Relationship with any related<br>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<br>The Parish Office<br>Sargent Way,Broadbridge Heath<br>HORSHAM<br>West Sussex<br>RH12 3TS|
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## **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 (ifany)**|
|---|---|---|---|---|
||Warren Jones|Chair|||
||Hollie<br>Hebblethwaite||||
||Rebecca Downer||||
||Sheila Stocker||||
||Peter Smith||||
||Richard Axby||||
||Helen Lawrence|Secretary|26/11/21 to 5/10/22||
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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**|**Name**<br>**Address**|**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)** _Warren Jones_ **Full name(s)** Warren Jones 

**Position (eg Secretary,** Chair **Chair, etc)** 

**Date** 

26[th] April 2024 

