# **Trustees’ Annual Report for the period** **From Period start date 1st May 2022 2023 Period end date** **To 30th April** ## **Charity name: RSCDS Ribble Valley Branch** ## **Charity registration number: 1061492** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the
purposes of the charity
as set out in its
governing document|Para 1.17|To promote Scottish Country
Dancing and Music| |Summary of the main
activities in relation to
those purposes for the
public beneft, in
particular, the activities,
projects or services
identifed in the
accounts.|Para 1.17 and
1.19|Weekly beginners and
intermediate standard classes and
practice events.
All activities are open to members
and non-members alike.| |Statement confrming
whether the trustees
have had regard to the
guidance issued by the
Charity Commission on
public beneft|Para 1.18|The Trustees have regard for the
Charity Commission guidance on
public beneft for small charities| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|Grants made available to
individuals and groups where
appropriate after discussion in
committee.| |Policy on social
investment including
program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|| |||| Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the
charity, identifying the
diference the charity’s
work has made to the
circumstances of its
benefciaries and any
wider benefts to society
as awhole.|Para 1.20|Ribble Valley Branch has successfully
attracted a signifcant number if new
people to Scottish Country Dancing
this year, some of whom have
become members of the Branch.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|Our objectives are to promote
Scottish Country Dancing and
Music.| |---|---|---| |Performance of
fundraising activities
against objectives set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
fnancial position at the
end of the period|Para 1.21|The charity had a cash surplus for
£10847; which includes the
reserve of £2500| |Statement explaining the
policy for holding
reserves stating why
they areheld|Para 1.22|The branch keeps a reserve to
cover the costs of a major problem
on a practice event.| |Amount of reserves held|Para 1.22|Thereserveis£2500| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially
indefcit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a|Para 1.23|| going concern ## **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds
(including any
fundraising)|Para 1.47|The principal source of funds is
from weekly classes and practice
events.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the
principal risks facing the
charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing
document
(trust deed, royal
charter)|Para 1.25|Constitution based on the RSCDS
model constitution for Branches| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Local association of members of
the Royal Scottish Country Dance
Society.| |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 moretrustees|Para 1.25|Trustees are elected at the annual
AGM| ## **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||New trustees are asked to read the
charity commission’s guidance for
trustees, in particulare these
documents:CC3, CC19,RS5 CC27,| |---|---|---|---| ||Policies and procedures
adopted for the
induction and training of
trustees|Para 1.51|New trustees are asked to read the
charity commission’s guidance for
trustees, in particulare these
documents:CC3, CC19,RS5 CC27,| |||CC48.| |---|---|---| |The charity’s
organisational structure
and any wider network
with which the charity
works|Para 1.51|Ribble Valley Branch operates
under a licence agreement with
the Royal Scottish Country Dance
Society| |Relationship with any
related parties|Para 1.51|| |Other||The Branch uses the Charity
Commission’s Simplifed Risk
Management form and the
RSCDS’s Risk Beneft Statement to
control risks.
The Branch has a risk assessment
for items of major concern.
The Branch has a Statement of
OperatingPrinciples document| ## **Reference and Administrative details** |Charityname|RSCDSRibbleValleyBranch| |---|---| |Other name the charity
uses|N/A| |Registered charity
number|1061492| |Charity’s principal
address|42 Marina Drive, Fulwood, Preston, Lancashire,
PR29SB.| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11|**Trustee name**|**Ofce (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or body)**
**entitled to appoint trustee**
**(if any)**| |---|---|---|---|---| ||Sandra Lloyd|Chair||| ||Stephen Brown|Treasurer||| ||Michael John|Secretary||| ||JudyGrimsey|Membership||| ||Chris
Waddington|Ticket Secretary||| ||Jill Burrows|||| ||Chris Moon||June 2022 to August
2022|| ||Janet Moon|||| ||Peter Holmes|||| ||TraceyHolmes|||| ||Margaret Stoney|||| 12 David Stoney 13 Catherine Walsh 14 15 16 17 18 19 20 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**|**Name**|**Address**| |---|---|---| |**adviser**||| **Name of chief executive or names of senior staff members (Optional information)** ## **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** **----- Start of picture text -----**
Signature(s)
Full name(s)
Position (eg
Secretary, Chair, etc)
Date
**----- End of picture text -----**
## **THE ROYAL SCOTTISH COUNTRY DANCE SOCIETY** ## **RIBBLE VALLEY BRANCH** (Registered Charity Number 1061492) **Accounts for the year to 30 April 2023** |**Income from Voluntary Sources**
RSCDS members’ subscriptions collected
**Income from Charitable Activities**
Classes
Practice Events
**Other Receipts**
Bank Interest
**TOTAL RECEIPTS**
**Direct Charitable Expenditure**
Members’ subscriptions to RSCDS
Classes
Practice Events
Branch Newsletter
**Other Expenditure**
Printing, Postage, Stationery, & Advertising
Insurance
Administration of Charity
**Other Payments**
Purchase of CDs & books
Purchase & maintenance of equipment
Purchase of Federation newsletters
Flowers
Teacher training
**TOTAL PAYMENTS**
Net Surplus
Bank balances 30 April 2022
Bank balances 30 April 2023|**2023**
2022
**£**
£
**1359**
996
**6135**
2960
**21884**
3785
**8**
3
**29386**
7744
**1238**
801
**4726**
2556
**21350**
7564
**9**
28
**58**
101
**113**
113
**198**
174
**35**
30
**92**
24
**8**
8
**40**
-
**60**
-
**27927**
11399
**1459**
(3655 deficit)
**9388**
13043
**10847**
9388| |---|---| 1 of 2 ## **Statement of Assets and Liabilities at 30 April 2023** |||**2023**|2022|2022|| |---|---|---|---|---|---| |||**£**||£|| |**Monetary Assets**|||||| |Bank current account: Lloyds Bank plc||**4982**|3531||| |Charities account: Skipton Building Society||**5865**|5857||| |Cash||NIL||NIL|| |||**10847**|9388||| |To be held in reserve||2500|2500||| |Excess over reserve||8347|6888||| |**Stock, debtors, & prepayments**|||||| |Pre-paid Zoom events to Dec. 2023||**100**|100||| |Rolling deposit, Broughton Club||**50**||50|| |**Liabilities**|||||| |Due to Euxton Community Centre for April 2022||**-**||60|| |Expenses for Spring Dance 2022||**-**||24|| |**Non-Monetary Assets**|Cost||||| |£
Held for use by the Charity:
Two speakers, radio microphone, purchased 2000
3 CD cases, purchased 2006, 2007, 2009||Audio video library comprising CDs,
cassettes, and educational videos, etc.,
purchased financial year:
£
2000-2017|||| |First aid kit, purchased 2007||2018|||12| |Cutlery, purchased 2008||2019|||12| |Amplifier, purchased 2008||2020|||68| |Microphone, purchased 2008||2022|||20| |Leads, purchased 2008||2023|||20| |CD players, purchased 2009, 2013, 2014|||||| |Active speakers, purchased 2009
Leads, purchased 2009
Storage boxes, purchased 2009, 2010
Tablecloth material, purchased 2011||Library comprising books of dance
instructions, etc., purchased financial
year:
£
2008-2017|||| |Amplifier and leads, purchased 2016|175|2018|||10| |Radio microphones, purchased 2018|224|2019|||10| |Plastic beakers, purchased 2019|46|2020|||10| |Drink dispenser and lidded jug|15|2022|||10| |||2023|||15| Equipment is expected to have a useful life of five years, and the library Items a useful life of at least two years. All of the above items are in a serviceable condition. The full cost is charged to the accounts at the time of purchase. The accounts on pages 1 and 2 were approved by the Committee of Management on 28 Jun 2023 and signed on its behalf: S Lloyd Chairman S R Brown Treasurer 2 of 2 Michael John, Hon, Sec Ribble Valley RSCDS 42 Marina Drive Fulwood Preston PR7 9SB 7[th] June 2023 To : The RV CDS Committee ## **Re : 2022-2023 Accounts and Accounting Records** Dear Sirs I write to confirm I have completed an audit of the 2022/2023 accounting records, during my sample checks I can confirm that in my opinion : 1. The accounting records are complete and are kept in respect of the Trust as required by section 130 of the act I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached ## Signed: G Gordon Name: Mrs Gemma Gordon Address: 6 Woodacre Mews, Hazelhead Lane, Scorton, Lancs PR3 1DG Date: 07/06/2023