Trustees’ Annual Report for the period
From 01/04/202 Period start date To 31/03/2023 Period end date
Charity name: Friendly Band (Sowerby Bridge)
Charity registration number: 1164724
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance, improve, develop and maintain public education in, and appreciation of, the art and science of music in all its aspects by means including the presentation of public **performances, concerts and recitals. ** |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The main activities have included concerts for fundraising, the teaching of learners in the art of playing a brass instrument (free) and the maintenance of premises used for rehearsals and the costs therein of rehearsals. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the guidance issued by the Charity Commission on public 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 achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The Charity has been successful in maintaining its financial stability which has been important following on from the Covid 19 pandemic. The building has been maintained to provide a safe environment for persons using it for teaching, rehearsing and meetings. We have provided music concerts throughout West Yorkshire to a wide audience and have participated in the National Championships (4th Section) Area Contest and maintained our presence amongst the Brass Band Community |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Charity is in a secure financial position |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The reserves are held for future use by the band to maintain our base building, repair and add to equipment used by the band, purchase new music for performances and to ensure the band can meet its financial obligations in the following period |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Incorporated Organisation (CIO) |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | All Trustees stand down at the AGM and nominations from the members are voted on at the AGM, thereby electing the Trustee body for the following year. The nominations for Chair, Secretary, Treasurer and trustees (all constitute the Trustee Body) must be proposed and seconded prior to the AGM and elected at the AGM by the members. All members have 1equal vote |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charityname | FriendlyBand (SowerbyBridge) |
|---|---|
| Other name the charity uses | |
| Registered charitynumber | 1164724 |
| Charity’s principal address | The Bandroom, Water Hill Lane, Sowerby Bridge, West Yorkshire, HX6 2UA |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Tim Walker | Chair | |||
| Jayne Lawrance | Secretary | |||
| CraigLawrance | Treasurer | |||
| Janet Webster | Safeguarding | |||
| LesleyHoward | ||||
| Nathan Williams | ||||
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)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| 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) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Jayne Lawrance | Craig Lawrance | |
Secretary |
Treasurer | |
| 31st October 2023 | ||
| 31st October 2023 |
CHARITY COMMISSION FOR ENGLANL) AND WALES Receipts and payments accounts CC16a For the perfod To Section A Receipts and payments Unre5tri¢ted funds Restrictèd fund• Endowment fund8 Tot1 tunds Lait yoar ttst Iw••t£ toth• Wth• hMrg¥t£ tothg ng•rn•t £ A1 Rècèlpts cOnrt Irtom Christmas Concert Inc Bertas Tke1 Sa 260 3.290 3.318 263 5,830 9)1 10.000 901 10.000 Ek>nabw. Kiikham FOL&L) tkn8tsrm- Pat Rus8dl COVID-19 Grant IA¢dlaneous Coniesi Sub total(Gn)ss inwme ftjr AR) A2 A88•t ond Inv••trn•nt •al••, 1•60 tablg). s.000 4,OOQ 1.208 100 11YJ 23.slo 2&510 40,111 Sub total 23.510 23.010 40.111 A3Pa •nt Fun¢bS Admi19¢ Band Room MaintenwK 1,102 1,111 1,114 367 Condurbw Fw8 A880¢k8b Klembership Contèst Fees Equipment Insurarte Correction to C*th Rotsm Hire Mi%dlanec vert131n Ci)xh Uniftyrn (110 4,110 600 98 100 30Q 1,202 1,202 251 251 539 930 500 78 Sub total 18.065 9,870 A4 A•8•t and Invèstmènt urchavs, see tablè Sub tot41 18.065 1¢065 9.570 Net of re¢eipts/(payments) AS Transfers betwegn funds AS Cash funds last year end Cash funds thls ye•rond 5.445 30, 50.273 55,718 50.273 $5,718 19.732 50.273 CCXX R1 accounts ISSI 09110023
Section B Statement of assets and liabilities at the end of the period Unrestrtcted funds nearpst£ Categorlej R¢strffictsd fundo to rw•rMt£ Endowment fund¥ to thr•t£ Details 81 Cash fund8 Cashat 55.7 Total ¢ash fun(ts 55.718 Urtr•strict•d funds RSt¢t•d fund to n•or•%t E Endowm•nt lund• 10 nHrg¥t£ Detat18 Oètallo Fund to whkh Curr•nt ¥•1 OMI 83 In¥Mtm•nt a•••ts Det811• Fund to ¥Ch Cott{orrtloMII 1• tsr1 B4 A86ets r•taSned for th• charfty'8 own use 7S.0tr) 7,171 Music 1.773 FumttLY• 2,842 D8tai18 Fund io whlch JhQUnt ttu• Wn du• B5 Llabiliti Slgnad by one or trust888 on tehalf ol 811 the trustees signre Print Name Date of CCKX R2 a(xwnts ISSI 0911012023
CHARITY COMMISSION FOR ENGLAND AND WALES Independ8nt examiner's report on the accounts Section A Independent Examlnerfs Report Report to the trusteesl members of Friendly Band (Sowerby Bridge) On accounts for tho year ended 31 March 2023 Charity no {if any) 1164724 Set out on pages 3and4 I report to the trustees on my examination of the accounts of the above charity Ilhe Twsf) forthe year ended 31 March 2023. Responslbilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ('the Acl.) I report in respec* of my examination of the Trust's accounts carried out under sedion 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)Ibl of the Act. I have completed my examination. I confirni that no material matters hav8 come to my attention in connection with the examination which gNes me cause to believe that in, any material respect.. accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord wrth the accounting records Independent examiner's statement I have no concerns and have come across no other mattets in connection with the examination to which attention should be drawn in order to enable proper understanding of the accounts to be reached. ' Plegse delete the words in the brackats rfthey do not 8ppIy. Slgned: Dato: oq its Name: Ross Hap4wood Relèvant professlonal quallflcatlon(s) or body lif any): ICAEW- ACA Address: West House King Cross Road Halifax HX1 1EB IER October 2018
Section B Disclosure Only complete ifthe examiner needs lo highlight matters of concem (see CC32, Independent examination of charity accounts." direclions and guidance for examinefs). Give here brlef details of any items that the examiner wishe3 to disclose. IER October 2018