**Trustees' Annual Report for the period** Period start date Period end date Day 01 Month 01 Year2021 Day31 Month12 Year 2021 **To** Section A Reference and administration details **Branch name** Formby (referred to hereinafter as either the “Branch” or the “Charity”) **Other names / number Branch is known by** 1242 **Registered charity number (if any)** 1078906 **Branch's principal address** Royal Air Force Association RAF Woodvale, Formby By Pass, Formby, Liverpool, Merseyside ## **Postcode L37 7AD** ## **Names of the Branch charity trustees who manage the charity (generally known as the Branch Committee)** **----- Start of picture text -----**
Name of person (or
Dates acted if not for
Trustee name Office (if any) body) entitled to
whole year
appoint trustee (if any)
1 D McGregor Chairman AGM
2 T D Williams Treasurer AGM
3 A Smith Secretary AGM
4 Mrs J Sefton Wings AGM
5 Mr Bob Anderton Membership 8 [th] March 2022 AGM
6 Mr Les Meadows Vice Chairman 8 [th] March 2022 AGM
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12 13 14 15 ## **Names of any other trustees for the Branch (for example, any custodian trustees in relation to branch property)** **Name** **Dates acted if not for whole year** ## **Names and addresses of advisers (Optional information)** **Type of adviser** **Name Address** ## **Section B Structure, governance and management** ## **Description of the branch’s trusts** Royal Charter, Rules, Byelaws, Area and Branch Regulations of Type of governing document the Royal Air Forces Association. (e.g. trust deed, constitution) Unincorporated association How the Branch charity is constituted (e.g. trust, association, company) Trustee selection methods Elected by the branch membership (e.g. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: **Charity’s organisational structure** The charity is a branch of the Royal Air Forces Association which is a Royal Charter body and registered as a charity in England - policies and procedures adopted for the induction and training of trustees; - the branch’s organisational structure and any wider network with which the charity works; - relationship with any related parties (including branch club); - and Wales under number 226686 and in Scotland under SC037673 (“the Association”). The Association has many branches all of which share the same charitable object as the Association and are subject to the same constitution. ## **Trustee induction and training** **Related party relationships – club (if operated)** **Risk management** - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **Summary of the objects of the branch set out in its governing document** To promote, through the comradeship engendered by its members, the welfare by charitable means of all serving and former members of Her Majesty’s Air Forces, their spouses and dependents, together with the widows and widowers and dependents of those who died whilst serving or subsequently. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance **Summary of the main** Formby Branch have actively supported the following ATC **achievements of the** Squadrons 611 Woodvale Sqn. 281 Southport Sqn. 1026 **branch during the year** Ormskirk Sqn. 1128 Crosby Sqn. 2348 Maghull Sqn. 2275 Walton Sqn 1439 Skelmersdale Sqn. With grants for equipment to benefit the Cadet. In support of transport. Air Rifle Range. Computer equipment A successful Wings week in Formby and Botanic Gardens Churchtown Southport raised £620. A donation of £50000 was made to the development of Rothbury House A donation of £20000 was made to the RAF Benevolent Fund A grant of £500 was given to the Botanical Gardens to develop a floral Roundel dedicated to the RAF Association keeping the Association in the spotlight in Southport. Sadly our previous secretary Fred Jones has reluctantly given up his membership for health reasons at the ripe old age of 96. Even so he keeps a sharp eye on us. ## **Section E Financial review** **Brief statement of the branch’s policy on reserves** A Policy on reserve funding has been set to take into account the forecast branch annual expenditure. **Details of any funds materially in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the branch’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the branch; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** ## **Signedon behalf of the branch’s trustees** ## **Signature(s)** _David McGregor_ **Full name(s)** David McGregor **Position (eg** Chairman **Secretary, Chair, etc)** _Alan Smith_ Alan Smith Secretary OROYAL AIRFORCES Association Date 26" May 2022 ## |**Community Account 23815285**||||||||| |---|---|---|---|---|---|---|---|---| |||2021||||2020||| ||£||£||£||£|| |**Income**||||||||| |Membership rebate||||||678||| |Investmentinterestreceived||19,090||||23,469||| |Bankinterestreceived||||||4||| |InvestmentA/CRathbones(owing)||5,788||||5,265||| |RefundHSBC||4,318||||||| |Totalincome||||29,196||||29,416| |Expenditure||||||||| |Donations made||||||||| |Botanic Roundel(CHQ85)||500||||||| |Botanic Roundel(CHQ86)||500||||||| |Squadron1128(CHQ88)||1,000||||||| |Squadron2348(CHQ89)||1,000||||||| |Squadron611(CHQ90)||1,000||||||| |AramarkDefenceServices(cateringCHQ9i)||82||||||| |RAFARothbury HouseBldgAppeal(CHQ92||50,000||||||| |RAFABenevolent Fund(CHQ93)||20,000||||||| |Donations made||||||17,039||| |BotanicRoundel||||||500||| |Miscellaneous||||||161||| |TransfertoCovid-19welfareA/c||||||678||| |||||74,082||||18,378| |**Surplus(Deficit) for the year**||||-44,886||||11,038| ## ## ## ## ||2021|| |---|---|---| ||**£**|**£**| |**Income**||| |Bankinterestreceived|.52p|| |Totalincome||.52p| |**Expenditure**||| |NilExpenditure||| |**Surplus(Deficit) for the year**||**.52p**| ## ## |||2021|||2020||| |---|---|---|---|---|---|---|---| ||£||£||£|£|| |**Fixed Assets**|||||||| |**N/A**|||||||| |**Current Assets**|||||||| |DebtorMemberRebate||642|||||| |Debtor(RAFA)||5,788|||5,265||| |Cashatbank-currentA/c(23815285)||44,855|||67,182||| |Cashatbank-depositA/c(23689670)||5,031|||5030||| |Cashatbank- A/c(23863913)||5,000|||5000||| |Cashinhand|||||||| |Investment savingsA/c||1,126,030|||1,043,745||| |||1,187,346|||1,126,222||| |**Less Current Liabilities**|||||||| |Squadron 2348(unpresentedCHQ89)||1,000|||||| |Squadron 1128(unpresentedCHQ88)||1,000|||||| |Squadron 611(unpresentedCHQ.90)||1,000|||||| |Aramark DefenceServices(unpreCHQ91)||82|||||| |RAFABenevolentFund(unpreCHQ93)||20,000|||||| |||23,082|||Nil||| |NetCurrentassets/(Liabilities)||||1,164,264||1,126,222|| |**Represented By:**|||||||| |**Accumulated Fund**|||||||| |Balanceas at31st December2020||||1,126,222||1,081,433|| |Surplus(Deficit)for theyear||||-44,886|||11,038| |IncreaseininvestmentSavingsA/C||||82,285|||33,751| |increaseBankAccount 33683670||||1|||| |Baddebtprovision(memberrebate)||||642|||| |BalanceAs At31stdecember2021||||1,164,264||1,126,222|| ## ## ##