OROYAL AIRFORCES Association Trustees. Annual Report for the period Period start date Period end date YeaT2023 Month12 To Section A Reference and administration details Branch name Formby (referred to hereinafter as either the 'Branch° or the 'charit) Other names I number Branch Is known 1242 Reglsterod charlty numbor (If any) 1078906 Branch's prlnclpal address Royal Air Forces Association 23 Balmoral Drive, Churchtown Southport, Merseyside Postcodo PR9 8QB Names ofthe Branch charlty trustses who manage tho charlty (generalty known as the Branch Commlttee) Nam• of p•rson (or body) entitlod to appolnt tru•t•o ifan Trust•• nam• Offlc• (If any) D•te8 actod If not for whol• David McGwor David Williams Alan Smith June Sefton Chaimian AGM AGM AGM Treasurer Secretary Wings Members AGM AGM AGM Bob Anderton Les Meadows Vice Chairman 10 11 12 13 14 15
OROYAL AIRFORCES Association Names of any other trustses for the Branch (for example. any custodian trustses In relation to branch property) Name Dates acted rf not for whole ear Names and addresses of advisers Ioptional inf0mtiOn> Type of adviser Name Address Section B Structure, overnance and management Descrlptlon of the branch's trusts Royal Charter. Rules. Byelaws, Area and Branch Regulations of the Royal Air Forces Association. Type of goveming document How the Branch charity is constituted Unincorporated association Trustee selection methods Elected by the branch membership Additlonal govemance issues Ioptional inforniation) Charity's organlsatlonal structure You may choose to include additional infomiation, where relevant, about: 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 (induding branch dub); The charity is a branch of the Royal Air Forces Association which is a Royal Charter body and registered as a charity in England and Wales under number 226686 and in Scotland under SC037673 (Yhe 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 (rf operated)
OROYAL AIRFORCES Association trustees, consideration of major risks and the system and procedures to manage them. Risk management Section C Objectives and activities Summary ofthe objects ofthe branch set out In its govèrning documont To promote, through the comradeship engendered by its members, the welfare by charitable means of all serving and fonner members of Her Majesty's Air Forces. their spouses and dependenls. together with the widows and widowers and dependents of those who died whilst serving or subsequently. Summary oftho maln actlvltles undertaken for the publlc benefft In relatlon to these objects (Include wlthln thls section the ststutory declaration that trustees have had regard to the guldance Issued by the Charlty Commisslon on publlc benefft) Addltlonal detslls of objectlves and actlvftles (Optlonal Infonnatlon) 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
OROYAL AIRFORCES Association Summary ofthe main achievements of the branch during the year Fomiby Branch Have actively supported the following RAF Air Cadet Squadrons and Mersey Wing Area HQ RAF CF. Financial help with Mersey Wing Area HQ for Air Cadets participating in the DOE Awards Scheme for equipment and dothing for Cadet who's families could ill afford to contribute. Air Cadet Squadrons 1439, 1128, 2348, and 611 have had financial help to run Squadron vehides. The Branch has developed an awards scheme for best Squadron Cadet and the Squadron raising the most funds during Wings Week. Some personal awards and some Squadron awards. This was a very successful project maintaining excellent relations with RAF Air Cadets. The Branch supported the Ukraine Fund. Support for the RAF Benevolent Fund arKI Rothbury House Accommodation for RAF Veterans. The Branch continues lo support the Botanical Gardens Floral Roundel display Churchtown keeping a bond with the public. The Branch supported a new town project of a Lancaster Aircraft exhibition in the Atkinson Art Centre Southport. Section E Financial review A Policy on reseNe funding has been set to take into account the forecast Branch annual expenditure. Brlef statement of the branch's policy on reserves Detalls of any fvnds matsrlalty In deficit Further flnanclal review detsils (Optional Informatlon) Branch income is mainly from dividends from Inveslments in Rathbone's ethical investment portfolio and a Rothschild investment and membership rebate. You may choose to indude additional information, where relevant about: the branch's principal sources of funds (induding any fundraising); how expenditure has supported the key objectives of the branch; investment policy and objectives induding any The Branch chantable objectives are lo promote through comradeship engendered by its members. the weffare by charitable means of all serving or fonner members of our Air Forces, their spouses and dependents, together with the widows and widowers and dependents of those who died while serving or subsequently.
OROYAL AIRFORCES Association ethical investrnent policy adopted. Branch Section F Other optional information Section G Declaration The trustees declare that they have approved the trusts85' raport above. Slgnedon behalf of tho branch's trustsos Slgnaturo(s) Full name(sl Alan Smith Posftion (eg Secretsry. Chair, etc) Secretary 4° April 2024
The Royal Air Forces Assoclation - Formby Brdnch Balance Sheet As At 31st December 2023 2023 2022 Fixed Assets N/A Current Assets Debtor (RAFA) Cash at bank- current A/c (23815285) (Trnnsfer of Ac 2386913+33689670 to 23815285) Investment savings Alc Rathbones Investment savings A/c Rothchild 5,371 21,970 5,578 17,604 I.(M)5,606 33,057 964,515 29,476 1,066,004 1,017.173 Less Current Llabllltles Aramark Defence Services Rothbury House RAFA Conference {unpresented CHQ133) Welfare {Xmas unpresented CHQ128) 10,000 129 10.173 Net Current assets/(Liabilities) 1,055,831 1,017,089 Represented By: Accumulated Fund Balance as at 31st December 2022 Surplus{Deficit) for the year Increase/Decrease in investment Savings A/C (Rathbones £41091 + Rothchild -£3581) 1,017,089 -5930 44,672 1,164,264 14,863 -162,038 8alance As At 31st december 2023 1,055,831 1,017,089
The Royal Alr Forces Association - Fomiby Branch Income and Expenditure Account for year ended 31st December 2023 Community Account 23815285 2023 2,022 Income Membership rebate Investment interest received Investment A/C Rathbones (owing) 511 22679 5371 618 19,668 5,578 Total income 28,561.00 25,864 Ex enditure Donations Squadron 1439 (CHQ109- IPAD)) Squadron 1439 Squadron 1128 ICHQ1141 Squadron 2348 (Transport CHQ108+1111 Squadron 611ITransportCHQIIO+124)1 Ukraine Aramark Defence Services Trophy Cadet award scheme (CHQ113+115+118+126) Cadet TrophiesicHQ116) Botanic Roundel ICHQ112) Lancaster Display Model ICHQ1271 Merseyside Wing D of EICHQ130) RAFA Big Ride ICHQ121) Total Donations 957 1,372 4,045 352 432 51X) 5(X) 1,703 1,000 13,037 10,308 Other Expenses Annual Conference ICHQ133+125) Welfare ICHQ122+123+128+1291 Chair Exp ExpenseslCHQ119+120+125) Wreaths{CHQ125) RAFA Rothbury House ICGQ132) RAFA Benevolent Fund{CHQ131) Total Other Expenses 364 954 320 250 116 20 10,(x)o 10,000 21,454 123 693 Total Expenses Surplus(Deficit) for the year 34,491 -5930 11,001 14,863
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Royal Air FOrS Association (Fomiby Branch) On accounts for the year ended 31.12.23 Charity no (If any) 1078906 Set out on pages I report to the trustees on my examination of the accounts of the above Charity (Ihe Trusf) for the year ended Responslbllltles and As the charity trustees of the Trust, you are responsible for the preparation basls of report of the accounts in accordance with the requirements of th8 Charities Act 2011 (Ihe Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below ") in connection with the examination lch gives me cause to believe that in, any material respect: accounting records were not kept in accordance with sectlon 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concems and have come across no other matters in connection ith the examination to which attention should be drawn in order to enable proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Slgned: Date: 11.3.24 Name: Mrs J S Billington Relevant professional quallflcation(s) or body (if any): AAT CMI Address: 4 Ward Avenue Fomiby Merseyside L37 2JD IER October 2018
Section B Disclosure Only complete rf the examiner needs to highlight matters of concem (see CC32, Independent examination of chaiity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018
The Royal Alr Forces Assoclatlon - Forniby Branch Notes to the Financial statements The Financial statements have been prepared in accordance with applicable accounting policies. I have completed the financial statements of the Royal Air Forces Association Formby branch for the year ended 31st Decmber 2023, which comprises of the Income and Expenditure account, Balance Sheet.The Financial Statements have been prepared from the accounting records and evidence supplied to me. Mrs J S Billington 4 Ward Avenue Formby Merseyside L37 2JD 9.3.24