
## **Trustees’ Annual Report for the period** 

**From  1[st] April 2020 Period end date** 

**Period start date   To 31[st] March 2021** 

**Charity name: Friendly Band (Sowerby Bridge)** 

**Charity registration number:** 

**1164724** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|The object of the CIO is to advance, improve,<br>develop and maintain public education in, and<br>appreciation of, the art and science of music in<br>all its aspects by any means the trustees see fit,<br>including through the presentation of public<br>performances,concerts and recitals.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|The main activities have included concerts for<br>fundraising, the art of teaching learners in the<br>art of playing a brass instrument (free) and the<br>maintenance of premises used for rehearsals<br>and the costs therein of rehearsals|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The trustees have had regard to the guidance<br>issued by the Charity Commission on public<br>benefit|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 



Other 

## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|The charity has had a successful year in<br>maintaining its financial liability. The rehearsal<br>room has been updated to provide a pleasant<br>and welcoming  environment for any persons<br>utilising it for rehearsing and music teaching.<br>We have provided musical concerts to a wide<br>audience throughout West Yorkshire and have<br>participated in several competitions which<br>have succeeded in maintaining our presence<br>within the brass band community.|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of theperiod|Para 1.21|The Charity is in a secure financial position.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The reserves are held for future use by the<br>band to maintain instruments, the building<br>which is our base, purchase new music and<br>ensure the band can continue to meet its<br>financial obligations in the event of a deficit in<br>the following period.|
|Amount of reserves held|Para 1.22|£19732|
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23||



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|Concerts & Fundraising|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association,CIO)|Para 1.25|Charitable Incorporated Organisation (CIO)|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|All Officers and Trustees resign annually<br>and elections are held at the AGM by the<br>members present.|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51|All Trustees stand down at the AGM and<br>nominations from the members are voted on<br>at the AGM thereby electing the trustee body<br>for the following year. The nominations for the<br>Chair, Treasurer, Secretary and trustees must<br>be proposed and seconded prior to the AGM<br>and elected at the AGM by the members. Each<br>member has 1 vote.|
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any<br>related parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|Friendly Band (Sowerby Bridge)|
|---|---|
|Other name the charityuses||
|Registered charity number|1164724|
|Charity’s principal address|The Band Room, Water Hill Lane, Sowerby Bridge, HX6 2UA|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee(if any)**|
|---|---|---|---|---|
||CraigLawrance|Chair|||
||David Butterworth|Treasurer|||
||Jayne Lawrance|Secretary|||
||Jacqui Mack||||
||Janet Webster||||
||Lauren Brundell||||
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## 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)** 

|**Additional information (optional)**<br>**Names and addresses of advisers (Optional information)**|**Additional information (optional)**<br>**Names and addresses of advisers (Optional information)**|**Additional information (optional)**<br>**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of**<br>**adviser**<br>**Name**<br>**Address**|||
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|**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** 

|**Signature(s)**<br>**Full name(s)**<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>**Date**|||
|---|---|---|
||Craig Lawrance|Jayne Lawrance|
||<br> <br>Chair|Secretary|
||28/01/2022||
||28/01/2022||





CHARITY COMMISSION
FOR ItrIGLAND WALIS
Receipts and payments accounts
CC16a
Forthe period
Section A Receipts and payments
Unrestn¢t•d
fut)d$
Restsictsd
fund5
Endowm¢tit
funds
Total funds
L¥tye•r
thth• n•4r•stt trtthth r••r•st£
A1 Rt¢tipts
Kiikham Found*r
B*tes
Dotè3Don$
GfftA
Co[[ed￿n &R A
Chn5lffla5
Cty*esi Prrze
Eng4eMents
*d•rd*
Am4zO
10,000
1.471
750
2.894
S.874
25
12
Sub total{Gr¢￿$ for
AR)
A2 Asset and Inv•stnwnt sales.
(see tablel.
13*24
17•0
Sub ¢Qtal
14524
13J24
17,980
A3Pa
ments
CMdu*
WaterR*e4
In5uian(Y5
2,9$5
157
2,764
2.774
1774
YHBBA
Re￿1[5 Inst
JS
A¢rn5
Tisv
Room Rtyavs
PRS
Jo
535
835
109
2,351
72
170
24
1,768
17
17,49Th
ConteslFees
Unrfoim
E￿￿￿Cty andGas
Wasi8
ClèArMf¥J
6T5
674
152
130
us Nat
2DO
Soc Phr
236
B8E Fee
ostlflg
16
1$
104
Deps
Emwy Chars
4 EarRest
330
6ts
60
14.143
Sub total
21.911
21.911
A4 Asset and Investment
Ufchasos. Iseo ta￿0)
Sub totsi
T¢>t•lp9￿ne￿ts
21.911
21.911
14.143
Net ofreceip￿[paYrnontsJ
8J87
AS Trnngf•rs I¥•trI￿n
A6 Cash funds last year end
Cash funds this year end
3.BJ6
28,119
1173
28.119
19,732
24,28J
28,119
CCXX R1 acLyJunts ISSI
2710112022

Section B Statement of assets and liabilities at the end of the period
Unrèstrtcted
Restricte(S
lunds
lund5
trj nMr•Btt
Endtswrnent
funds
to hlarut£
B1 Cash funds
ash*
19370
Totsi cash funds
19,732
5)
Unr85tricted
R•stricted
Endowment
funtls
lo nè4rèSt£
Deiails
Fund
Details
Costlowth•
eurreThtval
FWb) wh*h
Detatls
Bar￿ R¢c
CyryBnt
B4 A88ets retalned forthe
Cl￿rIty'S own use
76,11
7.175
1,773
Fund
Oelails
Whw d￿*
B5 Ltabllitles
SvJned by on
tqhaWof*l Yust*5
SKJnatur8
Print Name
Dale of
2311
CCXX R2 a¢cMts (ssi
27nir2022