OROYAL AIRFORCES Association Trustees. Annual Report for the period Period start date Period end date 01 Janua 2024 31 December 2024 Section A: Reference and administration details Branch Name RAFA Formby Branch Other names I number Branch Is known by 1242 Reglstsred charlty number (If any) 1078906 Branch's prlnclpal address 23 Balmoral Drive, Churchtown Southport, Merseyside Postcode PR9 8QB Names of the Branch charlty trustees who manage the charity (generally known as the Branch Committ•e){Please Include all trustees for the Branch includlng custodian trustees In relatlon to branch propety) (Note.. Details required are for the period l Jan- 31 Dec 24 only) Trustee name Offic• If•n Dates acted If not for wholo David McGregor Alan Smith David Williams Vice Chair Chair Secretary Treasurer Les Meadows 10
OROYAL AIRFORCES Association Section B. Structure, overnance and mana ement Description of the branch's trusts Royal Charter, Rules. Byelaws. Area and Branch Regulations of the Royal Air Fofces Association. Type of governing document (e.g. trust dd, consts'tution) How the Branch charity is constituted (e.g. trust, association. Mpany) Unincorporated association Trustee selection methods (e.g. appointed by, elected by) Elected by the branch membership Additional governance issuos (Optlonal infomiation) The Charity s Organisational Structure You may choose to include addrtional information, where relevant, about.. Policies and procedures adopted for the induction and training of trustees. The branch's organisational 81ructure and any wider network wilh which the charity works. Relationship with any related parties (including branch dub). Trustees, consideration of major risks and the system and procedures to manage them. The chanty Is a branch of the Royal Air Forces Association which is a Royal Charter body and registered as a charrty in England and Wales under number 226686 and in Scotland under SC037673 (Ihe Associalion"). The Association has many branches all of which share the same charitable object as the Association and are subject to the same constrtution. Trustee Induction & Training (Please insert any induction training or training courses completed by Trustees) NIA Related Party Relationships (e.g Cl(Ib if operated) NIA Risk Management (include details ofany Risk Management documents held) NIA
OROYAL AIRFORCES Association Section C: Objectives and Activities Summary of the objects of the branch set out in its goveming document To promote, through the comradeship engendered by its members, the welfare by charitable means of all serving and former mernbers of Her Majesty's Air Forces, their spouses and dependents, together with the widows and widowers and dependents of those who died whilst sepding or subsequenlly.
OROYAL AIRFORCES Association Section D". Achievements and performance in 2024 Summary ofthe main achievements of the branch during the year Chair Report This past year has been one of reflection and growth. Sadly we have had to say goodbye to several cherished members of our RAFA family but also had the pleasure of welcoming new faces to the Branch. Investments have perfomed exptIonallY well and Wings appeal continues to surpass expectations thanks to the work of June Sefton, wings sec. The commitment to young aviators has continued, now supporting seven Air Cadet squadrons with financing the running of squadron vehicles, helping with sports krt, supply of flight simulation equipment and supporting visits to Europe in the run up to VE and VJ day. RAFA Formby Branch has personalised their relationship by presenting awards for achievements of Cadets ie best cadet. There is also a sponsorship of a floral Roundel dedicated to RAFA Fomby Branch all these helping hands are on going and achieve their goal in promoting RAFA and future members of the RAF. In addrtion there has been support for RAFA Rothbury House and the RAF Benevolent Fund The support also extends to Merseywing Air Cadets HQ at RAF Woodvale and support to CCF RAF sections school based. Members of the committee actively attend the civilian committees of Crosby and Southport Air Cadets. RAFA Formby Branch will commemorate the 80° anniversary of VE and VJ days alongside Ihe other ser4ices. These historic milestones provide a poignant ortunit to reflect on the brave and sacrfice of those who served. Treasurer Report The Treasure rep)rted on investments achieving their optimum interest and balancing the annual account as attached. The Treasure reinforced the Annual statement of reserve policy from guidance published by the Charity Commission and RAFA finance. The trustees have agreed to continue lo keep an average of estimated 2 years expenditure (£20k to £25k) as resep4e in general funds. It is the trustees expectation unless unforeseen circumstances occur that the charity income which arises almost entirely from investments is likely to exceed this level by year end. In such event it is the trustees intention that all excess funds will be reinvested for the future benefrt of the chaiity.
OROYAL AIRFORCES Association Summary of the main achievements of the branch during the year (cont) Branch Welfare Officer Report Welfare visits continue to be an important part of the branch commitment to the local geographical area despite the resignation of 80 yr old from being the resident HWO, however continues to act locally as welfare support. Fundraisi ng Report (please Insert details of the Branch Fundraising activities i. e. Wings Appeal events) Wings appeal continues to flourish, In regular Supermarket collection also inviting the Air Cadets squadrons that are supported by the branch to contribute to collect in their areas. During wings week our presence is felt in Formby village and Southport Botanical Gardens Whe the new RAFA gazebo is utilised to assist our efforts. Fomby Branch members assist at the famous Southport Air Show. Membership Engagement Report (please insert details ofthe Branch Membership Engagement (newsletters, social media etc.) The secretary publishes a monthly communication and diary of future events with the agenda for meetings held on the second Tuesday in the month at the Officers. Mess RAF Woodvale at 1430hrs
OROYAL AIRFORCES Association Summary of the main achievements of the branch during the year (cont) Wellbeing / Social Report (please insert details ofthe Branch Wellbeing and Social events/activities) The Branch usually have an outing In the early part of the year 2024 was to RAF Museum Cosford enjoyed by the pensioners and Veterans in our membership. Later in the year there is a branch gathering befo Christmas. In Ihe Southport there are several gathering points for Veterans ie. The RBL Hub open daily Saturday breakfast club and a Veterans gathering Monthly. Southport Anned Forces Day was a joint commrtment wrth SSAFA and RAFA for the past few years but has now been taken over by RBL and Local Council Commemoration Report (please insert details ofthe Branch Commemoration events/activities (Remembrance, Standard Bearers Attendance at Funerals etc.) We have lost a number of WWII Veterans during the year one Frederick Horn was aged 102 The branch has participated in most of the funerals and provided Standard Bearer support along wrth RBL when required. Trevor Wilkins RAFA member was the most recent and his widow Susan h is now a member of the branch. Community Engagement Report (please insert details ofthe Branch Community Engagement activities (other groups you connect with, joint events such as Veterans BakfaSts) Covered earlier
OROYAL AIRFORCES Association Section E. Financial Review Statement on Branch Expenditure(How has branch expenditure supported the key objectives of the branch) The Treasure reported on investments achieving their optimum interest and balancing the annual account as attached. Statement on Branch's Reserve Policy (BranGh Regulations stipulate that any Branch with total assets amounting to more than £5, 000 should have a ServeS policy and any Branch with assets over £10, 000 should consider transfening excess funds across to the Branch Deposit Fund held at Association HQ A template reseryes policy can be found on the Branch Portal) The Treasure reinforced the Annual statement of reserve policy from guidance published by the Charity Commission and RAFA finance. The trustees have agreed to continue to keep an average of estimated 2 years expenditure (£20k to £25k) as a reserve in general funds. Statement on Branch's Investment Policy(Please include a statement on BtanGh investments and holdings and how these 8re managed (rf applicable)) It is the trustees expectation unless unforeseen circUmstanS occur that the chanty income which arises almost entirely from investments is likely to exceed this level by year end. In such event it is the trustees intention that all excess funds will be reinvested for the future benefrt of the charity.
OROYAL AIRFORCES Association Section F: Declaration We confirm that trustees have had regard to the guidan issued by the Charity Commission on public benefit The trustees declare that they have approved the trustees, report above. Signed on behalf of the branch's trustees We confirm that trustees have had regard lo the guidance issued by the relevant Chanty Regulator on public benefrt. The trustees dedare that they have approved the Irustees, report above. Signed on behalf of the branch's trustees Signature A14rf S Alan Smith Full Name Secretary Posltlon (eg. Chalr, Secretary) April 2025 Dats
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
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