2025-04-05-accounts - Forward 4 Wiz Trust

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator. This document is also available as Markdown.

Trustees' Annual Report for the period

Period start date Period end date 06 04 2024 05 04 2025

From

Section A Reference and administration details

Charity name Other names charity is known by

Forward 4 Wiz Trust

F4Wt

Registered charity number (if any) 1172936

Charity's principal address 219 Lynchford Road

Farnborough Postcode 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 Chillman	Chair Trustee
	Rauf Jordan	Trustee
	Lawrence Arnold	Trustee
	GerryBryant	Trustee
	James Armstrong	Trustee

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

TAR

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

CIO Foundation Constitution Type of governing document

(eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted

(eg. trust, association, company)

Recommendation to post by trustees, volunteers or beneficiaries. Trustee selection methods Selected by professional skill set, charitable need and involvement in (eg. appointed by, elected by) community.

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

  - 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.
Summary of the objects of the of social welfare, designed to improve their conditions of life. charity set out in its (b) Providing support and activities which develop their skills, capacities and governing document 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.

March 2012

TAR

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.

Summary of the main Hardship funding for the relief of unforeseen circumstances. activities undertaken for the public benefit in relation to ‘Gear Exchange’ to rehome unwanted musical equipment with those less able these objects (include within to access equipment necessary for the furtherance of skills, capacities and this section the statutory declaration that trustees have capabilities. had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

March 2012

TAR

The trustees have complied with their duty to have due regard to the Charity Commission’s public benefit guidance when exercising any powers and duties to which the guidance is relevant.

Contribution made by others:

You may choose to include further statements, where relevant, about:

In kind contribution by volunteers is invaluable our cause and has allowed F4Wt to grow activity to achieve objectives.

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

March 2012

TAR

Section D Achievements and performance

Pay It Forw4rd is our cyclical mentoring project, this time round adjusted Summary of the main to meet requirements of young people identified through local charitable achievements of the charity partners and by recommendation – from ‘hard to reach’ and during the year disadvantaged backgrounds. Successful application was made to Arts Council England for funding through NLPG, with commencement of creative activity in July 2024. With creative and professional mentoring, mentees are intended to move through stages of development resulting in a performance and portfolio over the course of 12 months. 6 mentees entered the programme with 3 creative and 1 professional mentor. Development of a music heritage walk for Rushmoor commenced in partnership with University for the Creative Arts, Farnham. Working across music, film and graphic design departments, and in collaboration with Rushmoor Borough Council, research and development activity engaging with 8 artists, 8 stories and various venues throughout Aldershot. Intended delivery of app based walk and supporting activity is Sept 2025 to coincide with Rushmoor Heritage Festival.

PL4Y public pianos have been relocated throughout the borough to increase engagement.

March 2012

TAR

Section E Financial review The trustees will keep reserves held and the reserves policy under review. Brief statement of the Trustees will also monitor the level of reserves held throughout the year. In charity’s policy on reserves 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. Details of any funds materially in deficit ~~oe~~ Further financial review details (Optional information) Principal source of project funding (restricted funds) has been by You may choose to include application to National Lottery Project Grants through Arts Council additional information, where England. relevant about: • the charity’s principal Additional funds have been raised by supporters of F4Wt through sources of funds (including fundraising activity and donation. any fundraising); • how expenditure has supported the key objectives of the charity; • investment policy and objectives including any ethical investment policy adopted. ~~_~~ Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s) Full name(s) Karina Chillman Position (eg Secretary, Chair, Chair Trustee etc) Date 08.01.2026 TAR 6 March 2012

March 2012

Forward 4 Wiz Trust 1172936 Receipts and payments accounts For the period 06.04.2024 05.04.2025 To from ~~rr a ee~~ Section A Receipts and payments

CC16a

		Unrestricted funds	Unrestricted funds		Restricted funds	Endowment funds	Endowment funds	Total funds	Last year
		to the nearest £		to the nearest	to the nearest £	to the nearest £	to the nearest £	to the nearest £	to the nearest £
A1 Receipts
Grants & Donations(natural)		27 607	27 607		-	-	-	27 607	3 204
FundraisingEvents(natural)		1 166	1 166		-	-	-	1 166	-
Activityfor GeneratingFunds(activity)		214	214		-	-	-	214	851
Interest on account		-	-		411	-	-	411	-
		-	-		-	-	-	-	-
		-	-		-	-	-	-	-
		-	-		-	-	-	-	-
		-	-		-	-	-	-	-
*Sub total*(Gross income for AR)	(Gross income for AR)	28 987	28 987		411	-	-	29 398	4 055
A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 28 987 411 - 29 398 4 055 ~~——————~~
A3 Payments
Grants & Donations(natural)		500	500		-	-	-	500	1 282
Insurance(natural)		376	376		-	-	-	376	349
Postage,Supplies etc(natural)		448	448		-	-	-	448	379
FundraisingCosts(activity)		-	-		-	-	-	-	-
Charitable Activity (activity)		9 189	9 189		-	-	-	9 189	6 940
		-	-		-	-	-	-	-
		-	-		-	-	-	-	-
		-	-		-	-	-	-	-
		-	-		-	-	-	-	-
**Sub total **		10 513	10 513		-	-	-	10 513	8 950
A4 Asset and investment purchases, (see table) - - - - - - - - Sub total - - - - - *Total payments* 10 513 - - 10 513 8 950 *Net of receipts/(payments)* 18 474 411 - 18 885 - 4 895 A5 Transfers between funds - - - A6 Cash funds last year end 35 457 10 005 - 45 462 41 289 *Cash funds this year end* 53 931 10 416 - 64 347 36 394 ~~———=—~~ ~~SSS55=~~

CCXX R1 accounts (SS)

Section B Statement of assets and liabilities at the end of the period

			Unrestricted	Restricted	Endowment
Categories	Details		funds	funds	funds
			to nearest £	to nearest £	to nearest £
B1 Cash funds	43 931 - - 10 000 10 416 - - - 53 931 10 416 - Current account Reserve account *Total cash funds* ~~See=~~
	(agree balances with receipts and payments	(agree balances with receipts and payments
	account(s))		OK	OK	OK
			Unrestricted	Restricted	Endowment
			funds	funds	funds
	Details		to nearest £	to nearest £	to nearest £
B2 Other monetary assets	- - - - - - - - - - - - - - - - - - ~~=——_—~~
	Details		Fund to which asset belongs	Cost (optional)	Current value (optional)
B3 Investment assets	- - - - - - - - - - ~~===~~
	Details		Fund to which asset belongs	Cost (optional)	Current value (optional)
B4 Assets retained for the charity’s own use	- - - - - - - - - - - - - - - - - - ~~qa~~
			Fund to which	Amount due	When due
	Details		liability relates	(optional)	(optional)
Signed by one or two trustees on behalf of all the trustees B5 Liabilities CCXX R2 accounts (SS)	- - - - - Date of approval 08.01.26 Print Name Karina Chillman Signature 2 ~~a~~

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name Forward 4 Wiz Trust members of On accounts for the year 05.04.2025 Charity no 1172936 ended (if any)

Set out on pages

(remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 05/04/2025

Responsibilities 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 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 examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives 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 with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: L. HamiltonGibbs Date: 27.01.2026 ~~Po [~~ Name: Lorna Hamilton Gibbs ~~CO~~ Relevant professional qualification(s) or body (if any): Address: 55 Somerset Road Farnborough

GU14 6DW

Section B Disclosure ~~ee~~ Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

October 2018

IER

Give here brief details of any items that the examiner wishes to disclose .

October 2018

IER