Trustees’ Annual Report for the period
From 01/04/2021 Period start date To 31/03/2022 Period end date
Charity name: Friendly Band (Sowerby Bridge)
Charity registration number: 1164724
Objectives and Activities
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SORP reference
Summary of the purposes Para 1.17 The purpose of the CIO is to
of the charity as set out advance, improve, develop and
in its governing maintain public education in, and
document appreciation of, the art and
science of music in all its aspects
by any means the trustees see fit,
including through the presentation
of public performances, concerts
and recitals.
Summary of the main Para 1.17 and The main activities undertaken by
1.19
activities in relation to the charity were several concerts
those purposes for the to raise funds to support the
public benefit, in charity. We raised awareness of
particular, the activities, the Brass Band movement and
projects or services recruited new players from the
identified in the wider public to fill vacant positions.
accounts.
Statement confirming Para 1.18 All trustees are aware of guidance
whether the trustees issued by the Charity Commission on
have had regard to the Public Benefit.
guidance issued by the
Charity Commission on
public benefit
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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
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SORP reference
The Charity has been successful in
raising funds to keep it functioning
throughout and coming out of the
Summary of the main recent pandemic. We have built on our
Para 1.20
achievements of the past successes and reinforced our
charity, identifying the relationship with Organisations/People
difference the charity’s connected with the Charity and
work has made to the continued to promote the Charity to
circumstances of its new people interested in the Charity
beneficiaries and any and its function
wider benefits to society
as a whole.
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Additional information (optional)
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
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other
Financial Review
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Review of the charity’s Para 1.21 The Charity is in a very good financial
financial position at the position, able to meet its objectives
end of the period and commitments.
Statement explaining the Para 1.22 The Charity only has one Bank
policy for holding Account, where all money is kept but
reserves stating why they will be looking into the holding of
are held reserves now that we have a Bank
account which is suitable for a Charity
which was not previously the case.
Amount of reserves held Para 1.22 0
Reasons for holding zero Para 1.22 See above
reserves
Details of fund materially Para 1.24 0
in deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a
going concern
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The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
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Structure, Governance and Management
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Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 All trustees and officers stand down at
methods including details the AGM and all trustees and officers
of any constitutional are elected by the members at the
provisions e.g. election to AGM on a majority vote. The trustees
post or name of any can co-opt new members to the
person or body entitled trustee board during the financial year
to appoint one or more subject to eligibility.
trustees
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You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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Reference and Administrative details
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Charity name Friendly Band (Sowerby Bridge)
Other name the charity
uses
Registered charity 1164724
number
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Charity’s principal The Band Room
address Water Hill Lane
Sowerby Bridge
West Yorkshire
HX6 2UA
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Names of the charity trustees who manage the charity
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Tim Walker Chair The Friendly Band
1
members
Craig Lawrance Treasurer The Friendly Band
2
members
Jayne Lawrance Secretary The Friendly Band
3
members
Lauren Brundell The Friendly Band
4
members
Jacqui Mack The Friendly Band
5
members
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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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
Dates acted if not for whole year
Trustee name
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)
Type of Name Address adviser
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) Jayne Lawrance Full name(s) Craig Lawrance Position (eg Treasurer Secretary Secretary, Chair, etc)
Date 11/12/2022 11/12/2022
| .,.,^r-l(HARITYCOMMISSIOru U&/IronrrucLRtrD ANDwALES |
.,.,^r-l(HARITYCOMMISSIOru U&/IronrrucLRtrD ANDwALES |
.,.,^r-l(HARITYCOMMISSIOru U&/IronrrucLRtrD ANDwALES |
||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receiptsand | pa | nts e accou |
nts | |||||||||
| Fortheperiod from |
To | |||||||||||
| Unrestricted funds |
Restricted funds |
Endowment funds |
Totalfunds | Lastyear | ||||||||
| to the nearest € |
to the nearest€ | to the | nearest€ | to | thenearestE | to the nearest€ | ||||||
| A | ||||||||||||
| Concert lncome | 250 | 250 | ||||||||||
| Christmas Concert lncome | 3.290 | 3.290 | ||||||||||
| Berties Ticket Sales | 3.318 | 3.318 | ||||||||||
| Donations | 253 | 253 | 850 | |||||||||
| Donation-Kirkham | Foundation | 20,000 | 20.@0 | |||||||||
| )onation - Pat Rlissell | 5.000 | 5.000 | ||||||||||
| COVID-19 Grant | 4,000 | 4,000 | 12.668 | |||||||||
| Miscellaneous | 4,000 | 4,000 | b | |||||||||
| Subtotal | ncome lor | |||||||||||
| AR) | 40,111 | 40,111 | 13,524 | |||||||||
| A2Assetandinvestmentsales, | ||||||||||||
| (seetable). | ||||||||||||
| rotatreceip"E | l--1 | l--1 | I | eo,rrrI | l-fl | |||||||
| A3 | ||||||||||||
| :unctions | 3,806 | 3,806 | ||||||||||
| \dmin/Misc | 367 | 367 | 76 | |||||||||
| landRoom Maintenance | 180 | 180 | 17,490 | |||||||||
| Jtilities | 668 | 668 | 974 | |||||||||
| lonductinoFees | 600 | 600 | ||||||||||
| \ssociationMembership | 98 | 98 | 98 | |||||||||
| Contest Fees | {00 | 100 | ||||||||||
| quioment | 766 | 766 | ||||||||||
| lnsurance | 2,804 | 2,804 | 2,774 | |||||||||
| RoomHrre | 150 | |||||||||||
| Cleanino | 20 | |||||||||||
| Zoom | 130 | |||||||||||
| Website | 200 | |||||||||||
| Correction to Cash | Account | 183 | 183 | |||||||||
| Subtotal | 9,570 | 9,570 | 21,911 | |||||||||
| rotatpaymert'E@ | l--] | [T1 | f | ,s?oll-tiEil | ||||||||
| ,yeto,rece,p.qpayments) | G;i | i-; | i-; | i.ffi;i | i-;i | |||||||
| AerrqrrlrErluElwEErtturtu! |
1 ASGashfundslastyearendI tg,z32ll cashrundsthisyear"nr:fll--] |
- | t -lI l--l |
- |
ll I |
| Unrestricted | Restricted | Endowment | ||||||
|---|---|---|---|---|---|---|---|---|
| !.;rj | .,,j | _1 |
.rii I. I,, |
funds | funds | |||
| BlCashfunds | ash at | to nearest€ | tonearest€+ | to nearest€ |
---_---l |
|||
| Total cashfunds | ||||||||
| (agree balances withreceiplsand payments | - | |||||||
| account(s)) | ||||||||
| Unrestricted | Restricted | Endowment | ||||||
| funds | funds | funds | ||||||
| toneareste | - | toneareste | - | tonearestt | ||||
| 82Other monetary assets | ||||||||
| Fund towhich | Cost (optional) | |||||||
| 83lnvestment | assets | |||||||
| Fund towhich | Cost (optional) | Current value | ||||||
| 84Assetsretainedforthe | Band Room | |||||||
| charity's own | use | lnstruments | ||||||
| Music | ||||||||
| Furniture and Equipment | ||||||||
| ll ,r.r*,ri{.. | ||||||||
| 85 Liabilities | ||||||||
| Signedbyoneor twotrusteeson behalfof allthe trustees |
Name | |||||||
| ,;/auzrl*;/ |
| .,.,^r-l(HARITYCOMMISSIOru U&/IronrrucLRtrD ANDwALES |
.,.,^r-l(HARITYCOMMISSIOru U&/IronrrucLRtrD ANDwALES |
.,.,^r-l(HARITYCOMMISSIOru U&/IronrrucLRtrD ANDwALES |
||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receiptsand | pa | nts e accou |
nts | |||||||||
| Fortheperiod from |
To | |||||||||||
| Unrestricted funds |
Restricted funds |
Endowment funds |
Totalfunds | Lastyear | ||||||||
| to the nearest € |
to the nearest€ | to the | nearest€ | to | thenearestE | to the nearest€ | ||||||
| A | ||||||||||||
| Concert lncome | 250 | 250 | ||||||||||
| Christmas Concert lncome | 3.290 | 3.290 | ||||||||||
| Berties Ticket Sales | 3.318 | 3.318 | ||||||||||
| Donations | 253 | 253 | 850 | |||||||||
| Donation-Kirkham | Foundation | 20,000 | 20.@0 | |||||||||
| )onation - Pat Rlissell | 5.000 | 5.000 | ||||||||||
| COVID-19 Grant | 4,000 | 4,000 | 12.668 | |||||||||
| Miscellaneous | 4,000 | 4,000 | b | |||||||||
| Subtotal | ncome lor | |||||||||||
| AR) | 40,111 | 40,111 | 13,524 | |||||||||
| A2Assetandinvestmentsales, | ||||||||||||
| (seetable). | ||||||||||||
| rotatreceip"E | l--1 | l--1 | I | eo,rrrI | l-fl | |||||||
| A3 | ||||||||||||
| :unctions | 3,806 | 3,806 | ||||||||||
| \dmin/Misc | 367 | 367 | 76 | |||||||||
| landRoom Maintenance | 180 | 180 | 17,490 | |||||||||
| Jtilities | 668 | 668 | 974 | |||||||||
| lonductinoFees | 600 | 600 | ||||||||||
| \ssociationMembership | 98 | 98 | 98 | |||||||||
| Contest Fees | {00 | 100 | ||||||||||
| quioment | 766 | 766 | ||||||||||
| lnsurance | 2,804 | 2,804 | 2,774 | |||||||||
| RoomHrre | 150 | |||||||||||
| Cleanino | 20 | |||||||||||
| Zoom | 130 | |||||||||||
| Website | 200 | |||||||||||
| Correction to Cash | Account | 183 | 183 | |||||||||
| Subtotal | 9,570 | 9,570 | 21,911 | |||||||||
| rotatpaymert'E@ | l--] | [T1 | f | ,s?oll-tiEil | ||||||||
| ,yeto,rece,p.qpayments) | G;i | i-; | i-; | i.ffi;i | i-;i | |||||||
| AerrqrrlrErluElwEErtturtu! |
1 ASGashfundslastyearendI tg,z32ll cashrundsthisyear"nr:fll--] |
- | t -lI l--l |
- |
ll I |
| Unrestricted | Restricted | Endowment | ||||||
|---|---|---|---|---|---|---|---|---|
| !.;rj | .,,j | _1 |
.rii I. I,, |
funds | funds | |||
| BlCashfunds | ash at | to nearest€ | tonearest€+ | to nearest€ |
---_---l |
|||
| Total cashfunds | ||||||||
| (agree balances withreceiplsand payments | - | |||||||
| account(s)) | ||||||||
| Unrestricted | Restricted | Endowment | ||||||
| funds | funds | funds | ||||||
| toneareste | - | toneareste | - | tonearestt | ||||
| 82Other monetary assets | ||||||||
| Fund towhich | Cost (optional) | |||||||
| 83lnvestment | assets | |||||||
| Fund towhich | Cost (optional) | Current value | ||||||
| 84Assetsretainedforthe | Band Room | |||||||
| charity's own | use | lnstruments | ||||||
| Music | ||||||||
| Furniture and Equipment | ||||||||
| ll ,r.r*,ri{.. | ||||||||
| 85 Liabilities | ||||||||
| Signedbyoneor twotrusteeson behalfof allthe trustees |
Name | |||||||
| ,;/auzrl*;/ |