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

## **From  01/04/2023  Period start date       To 31/03/2024    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|||
||James Callaghan||||
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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|
||30th October 2024||
||30th October 2024||





CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examinerfs
report on the accounts
•+•
Section A
Independent Examiner's Report
Report to the trusteesl
members of
Friendly Band Isowerby Bridge)
On accounts for the year
ended
31 March 2024
Charlty no
(if anyl
1164724
Set out on pages
3and4
I report to the trustees on my examination of the accounts of the above
harity ("the Trust.) for the year ended 31 March 2024.
Responslbllltles 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 1.the Act").
I report in respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in Carrying out my exarnination, I
have followed the applicable Directions given by the Charity Commission
under section 14515)Ibl of the Act.
I have completed my examination. I confimi that no material matters have
come to my attention lolher than that disclosed below") in connection with
the examination which gives me cause to believe that in, any material
r8spect'.
accounting records were not kept in accordance with section 130 of
Ihe Acl or
the accounts do not accord with the accounting records
Independent
examiner's sL1tement
I have no concerns and have come across no other matters in connection
with the examination lo which altention should be drawn in order to enable a
proper understanding of the accounts to be reached.
Please delete the words in the brackets if they do not apply.
Signed:
Date:
Name:
Ross Harwood
Relevant professional
qualifiGation{sl or body
(if any):
ICAEW- ACA
Address:
West House
King Cross Road
Halifax
HX1 1EB
IER
October 2018

Section B
Disclosure
Only complete if the examiner needs to highlight matters of concem {see CC32.
Independent examination of charity accounts.. directions and guidan￿ for
examiners}.
Give hore brief details of
any items that the
examiner wishes to
disclose.
IER
October 2018

CHARITY COMMISSION
FOR ENSLANO AND WALES
Receipts and payments accounts
CC16a
For the period
from
To
Section A Receipts and payments
un￿strICted
funds
to the neaTe8t
Restricted
funds
Endowment
funds
Total funds
Last year
totho nearest£
to th• ngdro8t£
totha nearest £
tothe nearest£
A1 Recetpts
cOn￿rt Incorne
Bethes Ti¢ket Sales
Don8iions
Donknon- Kitkharn Foundabon
6,015
5,904
1883
6,015
5,904
3,883
5,404
5,850
901
10.000
93
93
mi￿lIaneOLrs
Conlesl Irume
Sub total(Gffjss income for
1.25$
210
210
AR)
16.105
16,105
23,J10
A2 A¥set and investment sales,
18è& tsbl•l.
Sub total
18,105
16,105
23,510
A3Pa
ments
Funcllc￿s
AdmiTrlMiSC
4,950
4,980
6,102
1.120
3.830
1,120
3*30
1.431
4,110
98
300
1,202
Cundvcbng Fees
AS5O￿allOn Membership
Contest Fees
Equiptlleni
In3urarLe
Room Hire
Miscellaneous
Ad￿rtISin
Coach Hire
Uniform
Music
&xial
928
1,483
928
251
639
930
soo
78
876
876
4.947
305
997
21.135
4.647
30S
997
Sub total
21.133
18,065
A4 Asset and investsnent
rchas&s,
s•è table)
Sub total
21,135
21.135
18,065
Net of ro¢eipts/fpayments)
AS Transfers batwaèn funds
A6 cash funds last year en(1
Cash fvnds this yoar end
5,030
5.030
5,445
55,718
50,688
55,718
50.688
50,273
55,718
CCXX R1 accounts ISSI
2210812024

Section B Statement of assets and liabilities at the end of the period
Unrèstricted
funds
to nearÈst£
Restrictsd
funds
to nearest£
Endowment
nds
to neare5t£
Categor4e¥
Detsils
B1 Cash funds
Cash at Bank
50,654
Ca3a in Hand
Totsl cash funds
50,688
{￿￿￿￿￿nces¥II#IYlLÈIptsènd p8ymentS
acuwThtisll
Unrestrlcted
funds
to *eare$t£
Restricted
funds
Endowment
funds
to ngarost£
Details
to noar05t£
B2 Othor monetary a88ets
Fund to whlch
a8Sèt bglon
Detsiis
Cost loptionall
Currentvalue
Fund to whlch
belon
Detail$
BaThJ Room
Current value
CostlWon•ll
B4 Assets retainpd for the
charity's own use
75.000
InsirurfÈnts
7,175
Music
1,773
Furniture and EquIk￿￿t
2,842
Fund toyihich
rÈlates
l)etails
Arnouni due
lonal
Whon dug
L￿al
85 Liabilities
Signed by one or bvo Irusie6s on
behalf of all Ihe trustees
Signature
Print Name
Dale of
al
23
CCXX R2 8cLounts ISSI
2210812024