
## **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<br>the charity as set out in its<br>governing document|Para 1.17|**To advance, improve, develop and**<br>**maintain public education in, and**<br>**appreciation of, the art and science of**<br>**music in all its aspects by means**<br>**including 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**<br>**concerts for fundraising, the teaching of**<br>**learners in the art of playing a brass**<br>**instrument (free) and the maintenance**<br>**of premises used for rehearsals and the**<br>**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**<br>**guidance issued by the Charity**<br>**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<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 been successful in**<br>**maintaining its financial stability which**<br>**has been important following on from**<br>**the Covid 19 pandemic. The building**<br>**has been maintained to provide a safe**<br>**environment for persons using it for**<br>**teaching, rehearsing and meetings. We**<br>**have provided music concerts**<br>**throughout West Yorkshire to a wide**<br>**audience and have participated in the**<br>**National Championships (4th Section)**<br>**Area Contest and maintained our**<br>**presence amongst the Brass Band**<br>**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 the period|Para 1.21|**The Charity is in a secure financial**<br>**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**<br>**the band to maintain our base building,**<br>**repair and add to equipment used by the**<br>**band, purchase new music for**<br>**performances and to ensure the band**<br>**can meet its financial obligations in the**<br>**following period**|
|Amount of reserves held|Para 1.22||
|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||
|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**<br>**(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 Trustees stand down at the AGM and**<br>**nominations from the members are**<br>**voted on at the AGM, thereby electing**<br>**the Trustee body for the following year.**<br>**The nominations for Chair, Secretary,**<br>**Treasurer and trustees (all constitute**<br>**the Trustee Body) must be proposed**<br>**and seconded prior to the AGM and**<br>**elected at the AGM by the members. All**<br>**members have 1equal vote**|



## **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||
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>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<br>Yorkshire, 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)**|
|---|---|---|---|---|
||Tim Walker|Chair|||
||Jayne Lawrance|Secretary|||
||CraigLawrance|Treasurer|||
||Janet Webster|Safeguarding|||
||LesleyHoward||||
||Nathan Williams||||
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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)** 

|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**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)**|||
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## **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**|||
|---|---|---|
||Jayne Lawrance|Craig Lawrance|
||<br> <br>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
Tot*1 tunds
Lait yoar
ttst￿ Iw••t£ toth• Wth• hMrg¥t£
tothg ng•rn•t £
A1 Rècèlpts
cOn￿rt Irtom
Christmas Concert Inc
Bertas T￿ke1 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¢b￿S
Admi￿19¢
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
09110￿023

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 th￿r•￿t£
Details
81 Cash fund8
Cashat
55.7
Total ¢ash fun(ts
55.718
Urtr•strict•d
funds
R*St￿¢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￿•
tsr￿1
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•
W￿n du•
B5 Llabiliti
Slgnad by one or trust888 on
tehalf ol 811 the trustees
sign￿re
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