Trustees’ Annual Report for the period
From 06.04.2023 Period start date To 05.04.2024 Period end date
Charity name: Forward 4 Wiz Trust
Charity registration number: 1172936
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 1) to advance in life and help young people, in particular, but not limited to those who have an interest in music through: (a) providing recreational and leisure time activities, provided in the interest of social welfare, designed to improve their conditions of life. (b) Providing support and activities which develop their skills, capacities and capabilities to enable them to participate in society as mature and responsible individuals. 2) The relief of musicians who are in need or hardship by provision of instruments or other related resources, facilities and support. |
| 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 |
Creative mentorship program of projects designed to develop skills, capacities and capabilities. Curation projects to develop and increase participation, and develop skills, capacities and capabilities in the interest of social welfare. Outreach program of events to provide activities to develop skills and increase participation within the arts. Hardship funding for the relief of unforeseen circumstances. ‘Gear Exchange’ to rehome unwanted musical equipment with those less able to access equipment necessary for the furtherance of skills, capacities and capabilities. |
| Statement confirming whether the trustees have |
Para 1.18 | The trustees have complied with their duty to have due regard to the CharityCommission’s |
had regard to the guidance public benefit guidance when exercising any issued by the Charity powers and duties to which the guidance is Commission on public relevant. benefit Contribution made by others: In kind contribution by volunteers is invaluable our cause and has allowed F4Wt to grow activity to achieve objectives.
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 | F4Wt entered the final stages of the major project Collecting Pl4ces. The project created an audio-visual map of Rushmoor, celebrating landmarks of cultural heritage, by showcasing space-specific works recorded from the acoustic mapping of locations to build a catalogue of the socio- cultural history of the borough. The project was inspired by a 1960 Ordnance Survey. Vintage maps highlight change over time. Rushmoor, like many communities, has lost most of its once thriving socio-cultural scene to development. The project signposted places of local significance by gathering impulse responses using a short transient sound at each location, capturing an audio snapshot. This allowed participants to incorporate the acoustic identity of a site into their own musical creations. 5 professional, semi-professional and aspiring sound artists were employed to write and record for each site. Each artist performed, demonstrating the artistic profile of the science to other project participants and to the public. Musicians and sound artists were then invited to create their own compositions using the resonance of a space of their choice, which culminated in a compilation release show, digital download and stream through Bandcamp and ultimately the release of the documentary filmed across the life of the project. The documentary, made by Jack Taylor Productions, serves as a record of project development and artistic creativity, and measured impact Academic interest in sonic preservation offers an opportunity to develop research in collaboration with UCA, Farnham, which F4Wt plans to build on in the near future. Collecting Pl4ces was supported by National Lottery Project Grant funding from Arts Council England, with in-kind support from Hampshire Cultural Trust, Rushmoor Borough Council, Grainger plc, Farnborough Air Sciences Trust and Maida Gym. F4Wt also launched the PL4Y project, which provided public pianos in high footfall areas throughout Rushmoor. F4Wt supported aspiring musicians with industry mentorship and the rehoming of musical instruments and related tech, and funding new equipment for aspiring musicians in care locally. These individuals were identified in collaboration with social |
|---|---|---|
services and need was met on a case-bycase assessment. F4Wt continued to develop the partnership with the online peer-to-peer platform Waveform, now hosting to ensure sustainability. We will continue to develop this collaboration to increase reach and delivery targets. F4Wt continues to work with stakeholder organisations and local government to develop the arts offer within Rushmoor. Several major developments within Farnborough and Aldershot now feature art-specific spaces for the community, whilst Rushmoor Borough Council has now included a ‘Cultural Hub’ within the civic quarter development due by 2027, this is a direct result to campaigning by F4Wt and local creatives.
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 | Due to the end of a major project and a quiet evaluation period following, no major public funding was awarded in the accounting period. Core costs increased with the cost of living and inflation, some of which had been anticipated. F4Wt remains in a sound financial position and has a small development budget to seek funding for organisation development and business planning. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The trustees will keep reserves held and the reserves policy under review. Trustees will also monitor the level of reserves held throughout the year. In this way the trustees will be aware of the build up of excess reserves or reserves being unexpectedly or rapidly depleted. Trustees will exercise their power to hold income reserves only if it is considered necessary to do so in the charity’s best interests. |
| Amount of reserves held | Para 1.22 | 10,000 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | none |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | none |
Additional information (optional)
You may choose to include further statements where relevant about:
Small individual donations & merchandise sales. The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | CIO Foundation constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | 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 | Recommendation to post by trustees, volunteers or beneficiaries. Selected by professional skill set, charitable need and involvement in community. |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | Forward 4 Wiz Trust |
|---|---|
| Other name the charity uses | F4Wt |
| Registered charity number | 1172936 |
| Charity’s principal address | 219 Lynchford Road Farnborough Hants GU14 6HF |
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) |
|---|---|---|---|---|
| Karina Fraser | chair | |||
| Rauf Jordan | ||||
| Lawrence Arnold | ||||
| GerryBryant | ||||
| James Armstrong | ||||
– 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)
| 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) | Signature(s) ~~az~~ |
Signature(s) ~~az~~ |
|
|---|---|---|---|
| Full name(s) | Full name(s)Karina Fraser | Rauf Jordan | |
| Position (eg Secretary, | Chair | trustee | |
| Chair, etc) | |||
| Date22.01.2025 | 22.01.2025 |
FORWARD 4 WIZ TRUST 6Apr 2023 - 5Apr 2024
EXPENDITURE
| Date | Payee | Ref | Method | Grants & | Insurance | Postage, | Postage, | |
|---|---|---|---|---|---|---|---|---|
| Donations | (natural) | supplies | etc | |||||
| (natural) | (natural) | |||||||
| 18.04.23 | K Fraser-Chillman | March hours | O/L | 0 | 0 | |||
| 10.05.23 | K Fraser-Chillman | April hours | O/L | |||||
| 11.05.23 | Print.Inc Group | banner | D/C | 60 | ||||
| 11.05.23 | Gorilla Gazebo | event shelter | D/C | 175.98 | ||||
| 12.05.23 | James Armstrong | CP project fee | phone | |||||
| 23.05.23 | BA Jeavons | mentoring | O/L | |||||
| 02.06.23 | Piano Removal Serv | piano moving | O/L | |||||
| 06.06.23 | Amazon | piano materials | D/C | |||||
| 09.06.23 | Poundland | piano materials | D/C | |||||
| 13.06.23 | Amazon | piano materials | D/C | |||||
| 14.06.23 | Jacksons Art | piano materials | D/C | |||||
| 14.06.23 | Gear4Music | donation to care exp | D/C | 498.98 | ||||
| 14.05.23 | K Fraser-Chillman | May hours | O/L | |||||
| 21.06.23 | Survey Planet | CP evaluation | D/C | |||||
| 03.07.23 | Lena Lenman | Pl4y fee | O/L | |||||
| 05.07.23 | Eleanor Harvey | Pl4y fee | O/L | |||||
| 05.07.23 | Piano Removal Serv | piano moving | O/L | |||||
| 10.07.23 | Amazon | consumables | D/C | 26.56 | ||||
| 12.07.23 | K Fraser-Chillman | June hours | O/L | |||||
| 14.07.23 | Homebase | piano materials | D/C | |||||
| 17.07.23 | Post Office | postage | D/C | 18.3 | ||||
| 21.07.23 | Survey Planet | CP evaluation | D/C | |||||
| 21.08.23 | Survey Planet | CP evaluation | D/C | |||||
| 29.08.23 | BA Jeavons | mentoring | O/L | |||||
| 11.09.23 | London Hearts | Defib | O/L | 783 | ||||
| 21.09.23 | Survey Planet | CP evaluation | D/C | |||||
| 25.10.23 | Morton Michel | insurance | O/L | 348.93 | ||||
| 30.10.23 | Max Evans | piano tuner | O/L |
| 01.11.23 | Amazon | D/C | 30.89 | |
|---|---|---|---|---|
| 01 .12.23 |
Post Office | D/C | 9.75 | |
| 07.12.23 | K Fraser-Chillman | Development Oct | ||
| 07.12.23 | K Fraser-Chillman | Development Nov23 | ||
| 08.12.23 | BA Jeavons | Org mentoring | ||
| 08.01.24 | Paypal | 31.18 | ||
| 14.02.24 | K Fraser-Chillman | Development | ||
| 07.03.24 | K Fraser-Chillman | Development | ||
| 08.03.34 | Paypal | 26.18 |
| TOTAL | 1281.98 | 1281.98 | 348.93 | 348.93 | 378.84 | |||
|---|---|---|---|---|---|---|---|---|
| PAYPAL | ||||||||
| INCOME | ||||||||
| Date | Payee | Ref | Method | Grants & | Fundraising | Activity for | ||
| Donations | Events | Generating | ||||||
| (natural) | (natural) | Funds | ||||||
| (activity) | ||||||||
| 12.04.23 | Clients Deposit | Rushmoor Lottery | Giro | 20 | 0 | |||
| 24.04.23 | Amazon Europe | Core donation | Giro | 5 | ||||
| 02.05.23 | Dawn Dunsterville | donation | STO | 2 | ||||
| 10.05.23 | Clients Deposit | Rushmoor Lottery | Giro | 17.5 | ||||
| 19.05.23 | Amazon Europe | Core donation | Giro | 18.25 | ||||
| 31.05.23 | Dawn Dunsterville | donation | STO | 2 | ||||
| 13.06.23 | Clients Deposit | Rushmoor Lottery | Giro | 12.5 |
| 30.06.23 | Dawn Dunsterville | donation | STO | 2 | |
|---|---|---|---|---|---|
| 11.07.23 | Clients Deposit | Rushmoor Lottery | Giro | 10 | |
| 20.07.23 | ACE Lottery | ACE NL project funding | Giro | 2999 | |
| 31.07.23 | Dawn Dunsterville | donation | STO | 2 | |
| 22.08.23 | Clients Deposit | Rushmoor Lottery | Giro | 12.5 | |
| 31.08.23 | Dawn Dunsterville | donation | STO | 2 | |
| 13.09.23 | Clients Deposit | Rushmoor Lottery | Giro | 10 | |
| 02.10.23 | Dawn Dunsterville | donation | STO | 2 | |
| 03.10.23 | Clients Deposit | Rushmoor Lottery | Giro | 10 | |
| 31.10.23 | Dawn Dunsterville | donation | STO | 2 | |
| 14.11.23 | Clients Deposit | Rushmoor Lottery | Giro | 12.5 | |
| 06.12.23 | Paypal | test payment run | 0.01 | ||
| 06.12.23 | Paypal | Merch payment run | 777.01 | ||
| 12.12.23 | Clients Deposit | Rushmoor Lottery | 9.5 | ||
| 14.12.23 | BA Jeavons Kickarts UK | refund | 27 | ||
| 31.01.24 | Dawn Dunsterville | donation | 2 | ||
| 01.02.24 | Paypal | Merch payment run | 1.75 | ||
| 13.02.24 | Clients Deposit | Rushmoor Lottery | 12.5 | ||
| 29.02.24 | Dawn Dunsterville | donation | 2 | ||
| 01.03.24 | Paypal | Merch payment run | 72.23 | ||
| 12.03.24 | Clients Deposit | Rushmoor Lottery | 10 |
TOTAL 3204.25 0 851
| BANK | |
|---|---|
| Start Balance | 40327.19 |
| Income | 4055.25 |
|---|---|
| Expenditure | 8949.98 |
| Profit/Loss | -4894.73 |
| End Balance | 35432.46 |
| PAYPAL | |
| Start Balance | 903.6 |
| Income | |
| Expenditure | |
| Withdrawals | |
| Fees | |
| Profit/Loss | 0 |
| End Balance | 903.6 |
| PETTY CASH | |
| Start Balance | 32.49 |
| Income | 0 |
| Expenditure | 0 |
| End Balance | 32.49 |
| TOTAL | |
| Start Balance | 40351.68 |
| Income | 4055.25 |
| Expenditure | 8949.98 |
| Profit/Loss | -4894.73 |
| End Balance | 35456.95 |
Fundraising Charitable Costs activity (activity) (activity) 0 648 558
670 240 294 118.06 8 107.79 190.51 612 16.09 150 150 210 1224 36 15.97 16.19 240 16.62
90
126 360 96 369 378 6940.23 8949.98
4055.25