OROYAL
AIRFORCES
Association
Trustees. Annual Report for the period
Period start date
Period end dale
01 Janua
2024
31 De￿mber 2024
Section A" Reference and administration details
Branch Namo
RAFA Fomby Branch
Other names I number Branch is known by
1242
Regigtsred charity number {rfany)
1078906
Branch's principal addre55
23 Balmoral Drive.
Churchtown
Southport, Merseyside
Postcode
PR9 8QB
Names of the Branch charfty trustees who manage the charlty (generally known as the Branch
Commltteel{Please include all trustees for the Branch including Custodian trustees in relation to
branch propgty) (Nofe.. Details required are for the period l Jan- 31 Dec 24 only)
Trusts? nam•
Dat•s acted rf not ft*r t*holg
David McGregor
Alan Smith
David Williams
Wice Chair
Chair
Secretary
TreaSU￿r
Les Meadows
10

OROYAL
AIRFORCES
Association
Section B" Structure,
overnance and mana
ement
De￿riptIOn of the branch's trusts
Royal Charter, Rules. Byelaws. Area and Branch Regulations of the Royal
Air Forces Assooation.
Type of governing document
le.g. trust deed. c4)nstitution)
How the Branch charity is
constituted
{e.g. Irusl, assoctalion, company)
Unin¢otporated asxaation
Trustee selection methods
le.g. appointed by, electfA by}
Eleded by the branch membership
Additional governance issues (Optional inforniation)
You may choose to
include addiiional
informalion, where
relevant, about..
Policies and
procedures a(fopted
for the induction and
training of trustees.
The branch's
organisalional
structure and any
wider ne￿ork wlh
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 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 chartty in England and Wales undef number
226686 and in Scotland under SC037673 {Ihe Asscciation.). The Association
has many branches all of whth share the same charitable object as the
Assooation and are subject to the same constitution.
Trustee Induction & Training (Please insert any Induction
training or training courses completed by Trustees)
NIA
Related Party Relationships (e.g Club if operated)
NIA
Risk Management (Include details of any Risk Management
documents held)
NIA

OROYAL
AIRFORCES
Association
Section C. Ob ectives 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 Y￿lfare by
charitable means of all serving and fonner members of Her Majesty's Air Forces, their
spouses and dependents. together vrith the widows and widowers and dependents of
those who died whilst serving or subsequenUy.

OROYAL
AIRFORCES
Association
Section D. Achievements and performance in 2024
Summary of the
main
achievements of
the branch
during the year
Chair Report
This past year has been one of refie￿10n and growth. Sadly we have had to say
goodbye to several cherished members of our RAFA family but also had the pleasure
of y￿1¢OMIng new faces to the Branth.
Investments have perfomed eX￿ptionallY well and Wings appeal continues to
sutpass expectats'ons thanks to the work of June Sefton, wings sec. The commitment
to young aviators has ￿ntinued, now supporting seven Air Cadet squadrons with
financing the running of squadron vehicles, helping with sports kit, supply of flight
simulation equipment and supports'ng vistts to EuroFe 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 cajet. There is also a sponsotship of a floral
Roundel dedicated to RAFA Fornby Branch all these helping hands are on going
and achieve their goal in promoting RAFA and future membets of the RAF.
In addttion there has been SUp￿rt for RAFA Rothbury House and the RAF
Benevolent Fund
The support also e>Xends to Merseywng Air Cadets HQ at RAF Woodvale and
support to CCF FIAF sections schcM)I based. Members of the committee actively
attend the civilian committees of Crosby and soUth￿rt Air Cadets.
RAFA Formby Branch V￿11 commemorate the 80 anniversary of VE and VJ days
alongside the other semces. These historic milestones provide a poignant
ortunil lo reflect on the brave
and sacrrfice of those who served
Treasurer Report
The Treasure reported on Investments achiewing their optimum Interest and
balanang the annual account as attached.
The Treasure reinforced the Annual statement of reserve policy from guidance
published by the Charty Commission and FiAFA finance. The truslees have agreed
to Continue lo keep an average of estimated 2 years expenditure1£20k to £25k) as a
reserve in general funds. It is the trustees expectats'on unless unforeseen
circumstan￿$ occur that the chartty income which arises almost entirely from
investments is likèly to exceed this level by year end. In such event rt is the trustees
intention that all excess funds will be reinvested for the future benefrt of the charity.

OROYAL
AIRFORCES
Association
Summary of
the main
achievements
of the branch
during the year
{cont)
Branch Welfare Officer Report
Welfare visils contsnue to be an Important part of the branch commitment to the local
ge(yJraphical area desprte the resjgnation of 80 yr old from being the resident HWO.
however conlinues to act locally as wellare support.
Fu ndraising Report (please insert details of the Branch Fundiaisiiig
activities i e. Wings Appeal events)
Wings appeal continues to flourish, in regular Supermarkel collection also inviting the
Air Cadets squadrons that are supported by the branch to contribute to collect in their
areas. During wings y￿k our presence is fem in Fomby village and Southport
Botanical Gardens where the new RAFA ga￿b0 is utilised lo assist Ouf efforts.
Formby Branch members assist at the famus SoLrthport Air Show.
Membership Engagement Report (please insert details of the
Branch Membership Engagement (newsletter5. social media etc )
The secretary publishes a monthly tommunicatr'on and diary of future events w7th the
agenda for meetings held on the seo)nd 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/activitiesJ
The Branch usually have an outing in the earty part of the year 2024 was lo RAF
Museum Cosford enjoyed by the pensioners and Veterans in our membership. Later in
the year there is a branch gathering before Christmas. In the Southport there are
several gathering points for Veterans re. The RBL Hub open daily Saturday breakfast
dub and a Veterans gathering Monthly. SouthFOrt Amed Forces Day was a joint
commitment with SSAFA and FIAFA for the past few years but has now been taken
over by RBL and L￿al Council
Commemoration Report (please insert details of the Branch
Commemoration eVenI￿actIv￿1eS (Remembrance. Standard Beare
Attendance at Funerals etc )
We have lost a number of VVW11 Veterans dunng Ihe year one Frederick Hofn was
aged 102 The branch has partia'pated 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 Breakfasts)
Covefed eartier

OROYAL
AIRFORCES
Association
Section E. Financial Review
Statement on Branch Expenditure(How has branch expendrture 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 (Branch Regulations shpulate that any Branch
with total assets amounting to MO￿ than £5.0￿ should have a ￿seThes policy and any Branch Mth
assets over £I0.000 should consider transferring excess fvnds aC￿sS to the Branch Deposit Fund held at
Association HQ. A template rese￿eS policy can be found on the Branch Portal)
The Treasure reinfOr￿d the Annual slalement of reseNe policy from guidance published by the Charity
Commission and RAFA ffinan￿. The trustees have agreed lo [￿n￿'nUe to keep an average of estimated 2
yèars expenditure1£20k to £25k) as a reseNe in general funds.
Statement on Branch's Investment Policy(Please include a statement on Branch
nvestments and holdings and how these are managed (if applicable)J
It is the tnJstees expectation unless unforeseen arcumstan￿$ 0￿ur that the charrly 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 wll be reinvested for the future benefft of the charrty.

OROYAL
AIRFORCES
Association
Section F.. Declaration
We confimi that trustees have had regard to the gUKlan￿ issued by the Charity Commission on public
benefit
The trustees dedare that they have approved the trustees, report above.
Signed on beha￿ of the branch's trustees
We confim that trustees have had regard to the gUKlan￿ issued by the relevant Charity Regulator on public
benefrt.
The trustees dedare that they have approved the trustees, report above.
Signed on behalf of the branch's trustees
sIgna￿re
21&4 S*¢YA
Alan Smith
Full Name
Secretary
Position leg. Chalr. Secretsry)
April 2025

The Royal Alr Forces As%Klat14xb. Formby 8rnnch
Balance Sheet As At 3tst December 2024
2024
2023
Flxed Assets
NIA
Debtor (RAFA)
Cash at bank- current A/c1238152851
Investment savings Alc Rathbones
Investment 5a¥ings Alc Rothchild
5.371
21,970
1.Tr)5.6C6
33,057
20,689
1,081.996
35.769
1,144,CV38
1.066,004
L￿ Cur
RAFA Conference lunpr•s•nted CW91
Welfare Ixmis Un￿•￿￿•d CHa￿8}
Rothbury House
127
129
io,c
10.173
787
Net Current assets1l￿abIIitIes)
1.143.311
1.055,831
Repr•s•rrted 8y:
Accumulated Fund
Balance as at 31st December 2023
Surplus{Defiotl for the year
Increase/Oecrease In investment Savin85 A/C
IRathbon•s £76390 + ROtwI￿
1.055.831
8378
79,102
1,017,089
-5930
44.672
Balano As At 31st December 2024
L143.311
1,055.831

The Royal Alr Forces Assoclatlon - Fonnby Branch
Income and Expendlture Account for year erKled 3tst December 2024
Communlty Account 23815285
2,024
2023
Income
Membership rebate
Investment interest received
Investment A/C Rathbones
564
22.6fA)
511
22679
5371
Totsl income
endlture
Donations
Squadron 1439 (Kit CHQ1441
Squadron 1128 ITran5POrt CHQ1531
Squadron 2348 tTrans+Trip CHQ141+1421
squadron 611ITrdnsport CHQ1401
Squadron 611
Squadron 281 (Krt CHQ1431
Squadron 1126 ITr?nsport CHQ1451
Squadron 1908 ICHQ1481
Trophy Cadet Prizes ICHQ136+151+154J
Trophy Cadet award scheme
Cadet Trophies
Botanic Roundel ICHQ134+1521
Lancaster Display Model
Merseyside Wing D of E
RAFA Big Ride
Total Donations
Other Expenses
Atkinson ICHQ1381
Catering (CHQ135+137+1571
Gazebo/ReaderlCHQ13fv1391
Conference ICHQ159F1561
Welfare CHQ158+14&F1471
ExpenseslCHQ119+120+1251
Wreaths ICHQ155+1561
RAFA Rothbury House
RAFA Benevolent Fund
MISC ICHQ137+149+150
Total Other Expenses
28.868
28561
2.5LKI
957
1.0
2.000
3.974
4,045
1.026
I,5￿)
496
432
SC
I,oc
1,703
I,oc
13,037
I,iTh)
14,376
1,500
572
1,990
417
1,431
364
954
116
20
70
io,c
io.c
134
6,114
21,454
Total Expenses
Surplus{Deflclt) for the year
20490
8378
34491
-5930

CHARITY COMMISSION
FOR ENGLAND ANO WALES
Independent examiner's
report on the accounts
Section A
Independent Examiner's Report
Report to the trusteesl
members of
Royal Air Force Association {Formby Branch)
On accounts for the year
ended
Charity no
(rfanyl
31 st December 2024
1078906
Set out on pages
I rewrt to the trustees on my examination of the accounts of the above
charity (Yhe Trusf) for the year ended
Responslbllltles and As the charTty trustees of the Trust, you are responsible for the preparation
basis of report of the accounts in accordance the requirements of the Charities Ac
2011 (Ihe knr).
I report in respect of my examination of the Trusi's accounts carried out
under section 145 of the 2011 Act and in carying out my examination, I
have followed the applicable Directions given by the Charity Commission
under section 145(51(b) of the Ad.
I have completed my examination. I confirm that no material matters have
come to my attention (other than that disclosed below ') in conneclion with
the examination whtch gives me cause to believe that in. any material
respect..
accounting reC￿lS were not kept in accordance with section 130 of
the Acl or
the accounts do not accord thith the accounting records
Independent
examiner's statement
I have no concems and have come aLYOSS no other matters in connection
with the examination to whith attention shoukl be dravm in order to enable a
proper understanding of the accounts lo be reached.
' Please delete the words in the brackets rfthey do not apply.
Signed:
Date:
9.3.25
Name:
Mrs J S Billington
Relevant professional
qualification{s) or body
(if any):
AAT
CMI
Address:
4 Ward Avenue Formby Merseyside L37 2JD
IER
October 2018

Section B
Disclosure
Only complete rf the examiner needs to highlight matters of con￿rn (see CC32,
Independent examination of charity accounts: directions and guidance for
examiners).
Give here brief delails of
any items that the
examiner wishes to
disclose.
IER
October 2018

The Royal Air Forces Association- Forniby Branch
Notes to the Finanoal 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 2024. 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