
## **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<br>reference<br>Summary of the  Para 1.17 Promoting the art of Brass Band<br>purposes of the charity  playing and fostering an appreciation<br>as set out in its  for the art through concerts and<br>governing document related activities. Tuition given to<br>juniors, who go on to develop a<br>strong sense of discipline,<br>responsibility & self belief from<br>performing together as a unit.<br>Support also given to the fundraising<br>efforts of other charities through live<br>performance.<br>Summary of the main  Para 1.17 and  Prior to the onset of the Covid-19<br>1.19<br>activities in relation to  pandemic one concert in aid of flood<br>those purposes for the  relief was able to be performed<br>public benefit, in  resulting in some income from CD<br>particular, the activities, sales. Two performances in support of<br>projects or services  Womens Rugby and participation in<br>identified in the  two competitions. Arts Council for<br>accounts. Wales funding has also been secured<br>for the recording of works by a<br>**----- End of picture text -----**<br>





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deceased local conductor.<br>Statement confirming  Para 1.18 The Trustees have given full regard to<br>whether the trustees  the guidance issued by the Charity<br>have had regard to the  Commission on public benefit.<br>guidance issued by the<br>Charity Commission on<br>public benefit<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 


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SORP<br>reference<br>The charity does not engage in<br>providing grants.<br>Para 1.38<br>Policy on grant making<br>No direct social investment is made.<br>Public benefit has been provided<br>through public concerts and similar<br>Para 1.38 activities.<br>Policy on social<br>investment including<br>program related<br>investment<br>**----- End of picture text -----**<br>





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Volunteers to the charity made<br>personnel contributions totalling<br>£1,270 during 2020.<br>Para 1.38<br>Contribution made by<br>volunteers<br>Other income was recieved through<br>payments from performances from<br>Other the previous year, Covid grants and<br>from the Arts Council of Wales.<br>**----- End of picture text -----**<br>


## **Achievements and Performance** 


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SORP<br>reference<br>The year was dominated by the<br>restrictions placed upon the charity<br>by the Covid-19 pandemic.<br>Rehearsals and all activities were<br>suspended in line with government<br>guidance when the pandemic began.<br>Summary of the main<br>Income through normal charity<br>achievements of the<br>activities ceased and the charity was<br>charity, identifying the  Para 1.20<br>able to continue due to grants<br>difference the charity’s<br>available.<br>work has made to the<br>circumstances of its<br>Prior to the onset of the pandemic<br>beneficiaries and any<br>one concert was able to be performed<br>wider benefits to society<br>in aid of flood relief which raised<br>as a whole.<br>funds for the affected residents in the<br>Rhondda, two performances in<br>support of Womens Rugby and<br>participation in two competitions.<br>**----- End of picture text -----**<br>


**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<br>financial position at the  position and is able to meet all of its<br>end of the period financial obligations.<br>Statement explaining  Para 1.22 The Charity does not hold reserves as<br>the policy for holding  a separate ledger. All funds are kept<br>reserves stating why  in the current account.<br>they are held<br>Amount of reserves held Para 1.22 Nil<br>Reasons for holding zero Para 1.22 Reserves are not identified and held<br>reserves separately as there is not normally<br>the opportunity to build up reserves.<br>Details of fund  Para 1.24 There are no funds in deficit.<br>materially in deficit<br>Explanation of any  Para 1.23 The Charity is in a strong position and<br>uncertainties about the  has no uncertainties about continuing<br>charity continuing as a  as a going concern.<br>going concern<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

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<br>trusts:<br>Type of governing  Para 1.25 The governing document has been<br>document  written and agreed by the Trustees<br>and is available for viewing via the<br>(trust deed, royal  Charity Commissions web site.<br>charter)<br>How is the charity  Para 1.25 The Charity is constituted by an<br>constituted?  agreed written constitution and is a<br>registered charity. The charity is not<br>(e.g unincorporated  incorporated.<br>association, CIO)<br>Trustee selection  Para 1.25 Trustees are appointed by being<br>methods including  nominated and elected at the Annual<br>details of any  General Meeting.<br>constitutional provisions<br>e.g. election to post or<br>name of any person or<br>body entitled to appoint<br>one or more trustees<br>**----- End of picture text -----**<br>


## **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<br>each member is nominated and<br>elected at the Annual General<br>Meeting. The charity is a registered<br>The charity’s<br>Brass Band and competes within the<br>organisational structure  framework of the Brass Band<br>and any wider network  Para 1.51 Associations rules.<br>with which the charity<br>works<br>Member of Brass Bands England.<br>Relationship with any<br>related parties Para 1.51<br>Other<br>**----- End of picture text -----**<br>


## **Reference and Administrative details** 


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Charity name Lewis Merthyr Band<br>Other name the charity  None<br>uses<br>Registered charity  1000499<br>number<br>Charity’s principal  5 Office Street<br>address Cymmer<br>Porth<br>Rhondda Cynon Taf<br>CF39 9AL<br>**----- End of picture text -----**<br>





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Names of the<br>charity<br>trustees who<br>manage the<br>charity<br>Name of person (or body)<br>Dates acted if not for<br>Trustee name Office (if any) entitled to appoint trustee<br>whole year<br>(if any)<br>1 Ivor England<br>Robert Lloyd  Chairman<br>2<br>Smith<br>3 Paul Williams<br>4 Brian Paull<br>5 Gareth Hanson Treasurer<br>6<br>7<br>8<br>9<br>1<br>0<br>1<br>1<br>1<br>2<br>1<br>3<br>1<br>4<br>1<br>5<br>1<br>6<br>1<br>7<br>1<br>8<br>1<br>9<br>2<br>0<br>**----- End of picture text -----**<br>




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**<br>**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**<br>**trustees**<br>**declare that**<br>**they have**<br>**approved the**<br>**trustees’**<br>**report above.**<br>**Signed**<br>**on behalf of**<br>**the charity’s**<br>**trustees**<br>**Signature(s)**<br>**Full name(s)**<br>**Position (eg**<br>**Secretary,**<br>**Chair, etc)**<br>**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
requirL￿llents 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
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