Trustees’ Annual Report for the period
From 1[st] January 2020 to 31[st] December 2020.
Charity name: Lewis Merthyr Band
Charity registration number: 1000499
Objectives and Activities
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SORP
reference
Summary of the Para 1.17 Promoting the art of Brass Band
purposes of the charity playing and fostering an appreciation
as set out in its for the art through concerts and
governing document related activities. Tuition given to
juniors, who go on to develop a
strong sense of discipline,
responsibility & self belief from
performing together as a unit.
Support also given to the fundraising
efforts of other charities through live
performance.
Summary of the main Para 1.17 and Prior to the onset of the Covid-19
1.19
activities in relation to pandemic one concert in aid of flood
those purposes for the relief was able to be performed
public benefit, in resulting in some income from CD
particular, the activities, sales. Two performances in support of
projects or services Womens Rugby and participation in
identified in the two competitions. Arts Council for
accounts. Wales funding has also been secured
for the recording of works by a
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deceased local conductor.
Statement confirming Para 1.18 The Trustees have given full regard to
whether the trustees the guidance issued by the Charity
have had regard to the Commission on public benefit.
guidance issued by the
Charity Commission on
public benefit
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Additional information (optional)
You may choose to include further statements where relevant about:
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SORP
reference
The charity does not engage in
providing grants.
Para 1.38
Policy on grant making
No direct social investment is made.
Public benefit has been provided
through public concerts and similar
Para 1.38 activities.
Policy on social
investment including
program related
investment
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Volunteers to the charity made
personnel contributions totalling
£1,270 during 2020.
Para 1.38
Contribution made by
volunteers
Other income was recieved through
payments from performances from
Other the previous year, Covid grants and
from the Arts Council of Wales.
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Achievements and Performance
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SORP
reference
The year was dominated by the
restrictions placed upon the charity
by the Covid-19 pandemic.
Rehearsals and all activities were
suspended in line with government
guidance when the pandemic began.
Summary of the main
Income through normal charity
achievements of the
activities ceased and the charity was
charity, identifying the Para 1.20
able to continue due to grants
difference the charity’s
available.
work has made to the
circumstances of its
Prior to the onset of the pandemic
beneficiaries and any
one concert was able to be performed
wider benefits to society
in aid of flood relief which raised
as a whole.
funds for the affected residents in the
Rhondda, two performances in
support of Womens Rugby and
participation in two competitions.
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Additional information (optional)
You may choose to include further statements where relevant about:
The charity did not have any specific objectives set for the year, but has continued and grown in strength and is now in a strong position to continue Achievements against to provide benefit and support to the objectives set Para 1.41 local community. No specific fund raising objectives were set. Fund raising was much reduced from previous years due to the Covid-19 pandemic. However Performance of some funds were received from fundraising activities events from the previous year. against objectives set Para 1.41 The Charity does not have any investments. Investment performance against Para 1.41 objectives Other
Financial Review
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Review of the charity’s Para 1.21 The Charity is in a strong financial
financial position at the position and is able to meet all of its
end of the period financial obligations.
Statement explaining Para 1.22 The Charity does not hold reserves as
the policy for holding a separate ledger. All funds are kept
reserves stating why in the current account.
they are held
Amount of reserves held Para 1.22 Nil
Reasons for holding zero Para 1.22 Reserves are not identified and held
reserves separately as there is not normally
the opportunity to build up reserves.
Details of fund Para 1.24 There are no funds in deficit.
materially in deficit
Explanation of any Para 1.23 The Charity is in a strong position and
uncertainties about the has no uncertainties about continuing
charity continuing as a as a going concern.
going concern
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Additional information (optional)
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Covid maintenance funds were received. The charity’s principal sources of funds (including any Para 1.47 fundraising)
There is not an investment policy. Investment policy and objectives including any social investment policy Para 1.46 adopted Covid has been a significant risk to the Charity causing activities to be suspended or cancelled. The risks have been managed and the Charity A description of the is now in a strong position to principal risks facing the Para 1.46 continue. charity Other
Structure, Governance and Management
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Description of charity’s
trusts:
Type of governing Para 1.25 The governing document has been
document written and agreed by the Trustees
and is available for viewing via the
(trust deed, royal Charity Commissions web site.
charter)
How is the charity Para 1.25 The Charity is constituted by an
constituted? agreed written constitution and is a
registered charity. The charity is not
(e.g unincorporated incorporated.
association, CIO)
Trustee selection Para 1.25 Trustees are appointed by being
methods including nominated and elected at the Annual
details of any General Meeting.
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
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Additional information (optional)
You may choose to include further statements where relevant about:
There is no specific training for trustees but they are encouraged to read all relevant guidance material. Policies and procedures adopted for the induction and training of Para 1.51 trustees
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The charity has a committee where
each member is nominated and
elected at the Annual General
Meeting. The charity is a registered
The charity’s
Brass Band and competes within the
organisational structure framework of the Brass Band
and any wider network Para 1.51 Associations rules.
with which the charity
works
Member of Brass Bands England.
Relationship with any
related parties Para 1.51
Other
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Reference and Administrative details
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Charity name Lewis Merthyr Band
Other name the charity None
uses
Registered charity 1000499
number
Charity’s principal 5 Office Street
address Cymmer
Porth
Rhondda Cynon Taf
CF39 9AL
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Names of the
charity
trustees who
manage the
charity
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Ivor England
Robert Lloyd Chairman
2
Smith
3 Paul Williams
4 Brian Paull
5 Gareth Hanson Treasurer
6
7
8
9
1
0
1
1
1
2
1
3
1
4
1
5
1
6
1
7
1
8
1
9
2
0
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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 addres ses of advise rs (Optio nal inform ation) Type Name Address of advise r
Name of chief execut ive or names of senior staff memb ers (Optio nal inform ation)
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) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| G Hanson | ||
| Gareth Hanson | ||
| Treasurer | ||
| 27thOctober 2021 |
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Independent examillers report to the trustees of Lewis Merthl'r Band I report io the tnjstees on m). examinaiion of the accounts of l.e MertbyT Band for tbe year ended 3 1" December ?O?O. Responsibilities and basis of report As ihe charitics tTh5tLf5 }'ou arc rLsTronsible for the preparauon of the accounts in accordance with the requirLllents i)f the Lhariiies Aci tiol I 1.llhc Acl-). I repi)rt in respect af mv exaTninatii)n of the CknaTitie5 accounts fdtried ()ul wider section 145 of the ?01 l Aci and in carr¥'ing iiut m). examinatic)n I hai'e fi)Ili)wed all tbe applicable Directiuns gi.en by thc ('.hariiies LommissiL)n under 5eciion 145(.SXb) of the Aa. Independent examxners statemenl I hai'e c(Jmpleted Jn>' Cxaminaiion. I ci)nfmn thai no maierial maners have ci)me io my atteutiiin in ¢nnn¢L1iiill thL exJll1iiratiO BTving me e3usc io .lIeve thaT In any matertal respLe. AccL)uniing records were not kepi in resm of the Chariry as required by seciioTh 130 of the Act. or IhL aLCI)unts d() ni)t acciird 'Ith th17se rcci)rds; (Ir The a¢c()unis d() nL)I cnmpl}' M'ith the applicable requiTeTnenis ci)nceming th¢ fDrtn and ¢oni¢nt of acc()wits SLI ()ui in thL L'haritiL% IAcc(iunis and Rep(irts) Regulaiiims ?008 other than any rL'qUiremL( Ihai IhL dCLI)iint.¥ give a 'Ne and fair view which is ni)t a MaeT c()nsidered as pan of an indLpLndL'ni Lxdtninaiion. I havL n() c()nLCm% and Iiai'L Ll)mL acn)4s n() i)Iher mJllirs in ci)nnLCllI)n '1th the examinaiion io which aiicniii)n should I drawn in this rew)rt in (Irder t() enablc a prI)r undLt5[d1n8 Iifthe acci)unts tii bc rL'dchL.d. Name: Rclei'ant professional quaiificaiion or membership of pr()fe.ssional iK)dies (Iry).. C i 1 .41JKJ4Jos£/J (5 Addre55: k(&oL COGAJ GL4fiatc.4 Dai¢.' 71fo12&£1