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2021-01-31-accounts

To

Trustees' Annual Report for the period

Period start date Period end date 01 February 2020 31 January 2021

From

Section A Reference and administration details

Charity name

WorleWind Band

Registered charity number (if any) 1174211

Charity's principal address

16 Barley Cross Wick St Lawrence N Somerset Postcode BS22 9TB

Names of the charity trustees who manage the charity

Trustee name
Office (if any)
Dates acted if not for whole
year
Name of person (or body) entitled
to appoint trustee (ifany)
1Julia Ractliffe
Founder Trustee
From registration to
current
2Andy Ractliffe
Founder Trustee
From registration to
current
3Aimee Ractliffe
Founder Trustee
From registration to
current
4Kerry Phillips
Trustee
From March 2020 to
current
Names and addresses of advisers (Optional information)
Type of adviser
Name
Address		 Trustee name Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)
Julia Ractliffe Founder Trustee From registration to
current
Andy Ractliffe Founder Trustee From registration to
current
Aimee Ractliffe Founder Trustee From registration to
current
Kerry Phillips Trustee From March 2020 to
current
Independent Examiner Deiniol Hedd-
Richards		 25 Dyserth Road, Penarth, Vale of Glamorgan, CF64 3UQ

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

No staff are employed by the Organisation

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document Constitution (eg. trust deed, constitution)

How the charity is constituted Foundation Charitable Incorporated Organisation (eg. trust, association, company)

Trustee selection methods

Apart from the first charity trustees, every trustee must be appointed by a (eg. appointed by, elected by) resolution passed at a properly convened meeting of the charity trustees.

TAR

March 2012

1

Section C Objectives and activities

The objects of the CIO are:

Summary of the objects of the charity set out in its governing document

(1) To advance, improve, develop and maintain public awareness in, and appreciation of, the art and science of music in all its aspects by any means the trustees see fit, including through the presentation of public concerts.

(2) To further such exclusively charitable purposes for the public benefit as the trustees in their absolute discretion shall think fit from time to time, in particular through the making of grants and donations.

The objects of the CIO are supported by the following activities:

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

In the planning of the activities, the trustees have had regard to the guidance issued by the Charity Commission on public benefit.

Additional details of objectives and activities (Optional information)

WorleWind Band became a recognised charity on 10[th] August 2017. All policies and procedures are reviewed, updated where necessary and reapproved by the Trustees annually.

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

There were no significant updates to existing policies in 2020.

A new COVID-19 pandemic policy was created and ratified following cessation of activities on the 12th March 2020 and has been updated throughout the year in accordance with Government guidance, taking available advice from Public Health England, the DCMS and our insurers, Making Music.

Aligned to the COVID-19 policy is a COVID-19 Risk Assessment which has been ratified and published on the Band’s website. Additionally, it has been used as a best practice template by other bands for their own assessments.

TAR

March 2012

2

Section D Achievements and performance

Summary of the main 2020 commenced with a successful concert at Weston Museum in achievements of the charity February. COVID-19 saw the cessation of activities from March and during the year brought the need to meet our charitable objectives in a different way. Thanks in no small part to an initial grant from the Arts Council we were able to move to some online collaboration, between lockdowns and in accordance with the Risk Assessment we managed:

In addition to the ensemble work, the COVID-19 lockdowns also saw generous lending of personal instruments to people learning to play/improve. The experience has reinforced the need for continued outreach and engagement in music in the community. To this end a project has been started to establish the tools and equipment needed to continue this into the future.

A collaboration with Justin Williams (an American composer/arranger) led to him writing a piece dedicated to the band in lockdown “Tribute to Unity” linking our Nations through music at this time of shared challenge.

Engagement with members has been superb keeping in touch, even with those who felt they needed to press pause on their physical involvement this year, either through zoom, social media or garden coffees! With social media interest on facebook and twitter the band has also seen its YouTube views reach the 80,000 mark.

2021 brings the hope that at some point we will be able to meet properly again, further our outreach, resume public performances and enjoy the postponed weekend tour to the Isle of Wight and Anniversary concert.

Section E Financial review

Brief statement of the The reserves policy for the band is nominally calculated as at least the charity’s policy on reserves previous year’s running costs plus three months of anticipated income. In any event the reserves must not be lower than £4k to cover any costs of dissolution.

The Trustees approved a release of reserves to fund COVID measures and keep the operating balance positive in 2020, and the reserves position remains healthy and above the minimum level in the policy.

TAR

March 2012

3

Details of any funds materially None in deficit

Further financial review details (Optional information)

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

All revenue has supported the charitable objectives of the organisation with no-one receiving any form of remuneration.

2020 was heavily impacted by COVID-19 and despite reducing outgoings as far as possible (40%), outgoings outstripped operating revenue by £700. Leaving £82 operating balance.

The Arts Council of England supported our COVID and online measures with a grant from their initial Emergency Response Fund.

The Organisation excited to start 2021 with contributions received from Weston-Super-Mare Town Councill and Skinners’ Lady Neville Charity alongside private individual donations (fiscal and in-kind) towards our goals for the future.

The reserves balance remains in accordance with the policy.

Section F Other optional information

A sum of £2,015 represents the deposit money held by the organisation on behalf of members for the postponed trip to Isle of Wight – these are separately recorded and accounted for. Subject to COVID-19 restrictions being lifted, this trip is intended to be rescheduled.

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) Andrew Nicholas Ractliffe Position (eg Secretary, Chair, etc)[Trustee ]

Date 07/02/2021

TAR

March 2012

4

Independent examinerfs report on the accounts CHARITY COMMISSION FOR ENGLAND AND WALES Section A Independent Examiner's Report Report to the trusteesl members of Worlewind Band On accounts for the year anded 31st January 2021 Charity no (if any) 1174211 Set out on pages Respective responsiblllties of trustees and examlngr The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 I'lhe Charities Act.) and that an independent examination is needed. I l if nol applicable. It is my responsibility to: exarnine the accounts under section 145 of the Charities Act, to follow the procedures laid down in the general Directions given by the Charity Commission {under section 145(5)Ib) of the Charities Act, and to state whether particular matters have come lo my attention Basi8 of independent My examination was carried out in accordance with general Dire¢tions given examlner's statement by the Charily Commission. An examination includes a review of the accounting records kept by the charity and a cornparison of the accounts presented wilh those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The prO￿dureS undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair, view and the report is limited to those matters set out in the statement below. SLO 2Q IER Dgcember 2017

Independent In connection with my examination, no malerial matters have come to my exambner's statement attention { ') which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordan￿ with section 130 of the Charities Act., or the accounts did not accord wtth the accounting records,. or the accounts did not comply with the applicable requirements Con￿rning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement thal the accounts give a Irue and fair, view which is nol a matter considered as part of an independent examination. I have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if Ihey do not apply. Slgned: Date: JOJI Name: J ElhJ'£iy' L Ilcb R£cHA/J)5 Relevant prolessional qualification{sl or body lif any): Cffb( A - CrffiR<trtrJ £Hsf£f LLf6 OF Chjf AccouAJfOhJ fs. Address: as J)YSELfrt OP frL4rtQL6W . Section B Disclosure Only complete if the examiner needs to highlight material matters of concem (see CC32, Independent examination of charity accounts.. directions and guldance for examiners). IER December 2017

Give here brief detalls of any items that the examlner wishes to disclose. N)14 IER December 2017

----- Start of picture text -----
Charity Name No (if any)
WorleWind Band 1174211
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/02/2020 31/01/2021
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 8,390 3,433 - 11,823 1,394
Charitable Events 378 - - 378 5,223
Members’ subscriptions 2,355 - - 2,355 4,180
Other - - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
11,123 3,433 - 14,556 10,797
AR)
A2 Asset and investment sales,
(see table).
- - - - -
- - - - -
Sub total - - - - -
Total receipts 11,123 3,433 - 14,556 10,797
A3 Payments
Cost of Charitable Events 1,145 - - 1,145 3,422
Property Hire Costs 1,972 - - 1,972 2,553
Music 1,024 - - 1,024 757
Insurance 315 - - 315 231
Telephone and Website 170 - - 170 140
Printing, postage, stationery and computer
supplies 5,730 - - 5,730 175
Other 1,474 - - 1,474 2,608
- - - - -
- - - - -
Sub total [ 11,830 ] - - 11,830 9,886
A4 Asset and investment
purchases, (see table)
Purchase of assets and
-
investments - - - -
- - - - -
Sub total [ - ] - - - -
Total payments 11,830 - - 11,830 9,886
Net of receipts/(payments) - 707 3,433 - 2,726 911
A5 Transfers between funds - - - - -
A6 Cash funds last year end 789 6,468 - 7,257 6,346
Cash funds this year end 82 9,901 - 9,983 7,257
----- End of picture text -----

CCXX R1 accounts (SS)

17/08/2021

1

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

Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Signature
Details
Bank Account
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details
Details
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
82
9,901
-
-
-
-
82
9,901
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
A Ractliffe		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
07/02/2021

CCXX R2 accounts (SS)

17/08/2021

2