**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** c/o The Beeches Middle Road, Cossington Somerset **Postcode TA7 8LN** **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)** - (1) Public performances booked by third parties for community or other benefit. - (2) Performances arranged by the CIO independently or jointly with another organisation. - (3) Providing facilities which promote the practice and enjoyment of the art of music for recreational well-being, through encouragement and support of the musical development of others. - (4) Making of grants and donations. 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)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. 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. The COVID-19 pandemic policy was updated throughout the year in accordance with Government guidance, taking available advice from Public Health England, DCMS (Department for Culture, Media and Sport), 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, this has been seen as a best practice template and shared with other bands for their own assessments. There were no significant updates to other existing policies in 2021. **TAR** March **2012** 2 Section D Achievements and performance |**Summary of the main**
**achievements of the charity**
**during the year**|The start of 2021 saw lockdown of many in-person activities due to
COVID-19 saw the cessation of activities, however the band remained
resilient and even welcomed new players who joined in with the ongoing
online collaborations and small group events undertaken in accordance
with the Risk Assessment.
In line with our Charitable Objects, and in addition to the ensemble work
(recordings and on-line activities), 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, the
band received a restricted donation of two clarinets which have already
been used for public benefit.
The lifting of restrictions in May enabled the band to rehearse again,
initially in controlled groups of <30 and distanced in accordance with
guidance and returning to full rehearsals in the second half of the year.
We were able to put on full productions towards the end of the year
including three festive celebrations to large audiences before the
Omicron variant caused cancellations in the last week before Christmas.| |---|---| ||| |**Section E Financial review**|| |**Brief statement of the**
**charity’s policy on reserves**
**Details of any funds materially**
**in deficit**
**Further financial review details**
You**may choose**to include
additional information, where
relevant about:
•
the charity’s principal
sources of funds (including
any fundraising);
•
how expenditure has
supported the key objectives
of the charity;
•
investment policy and
objectives including any
ethical investment policy
adopted.|| ||The reserves policy for the band is nominally calculated as at least the
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 reserves position remains healthy and above the minimum level in
the policy.| ||None| ||**(Optional information)**| ||All revenue has supported the charitable objectives of the organisation
with no-one receiving any form of remuneration.
2021 was heavily impacted by COVID-19 and again the trustees actively
reduced outgoings as far as possible, to end the year marginally above
break even.
The reserves balance remains in accordance with the policy.| **TAR** March **2012** 3 **Section F Other optional information** A sum of £1,915 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. 2022 has enabled us to resume public performances and enjoy the postponed weekend tour to the Isle of Wight and Anniversary concert. The diary is filling up with bookings and activities including celebrating the Queens’ Jubilee. ## **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** 21/02/2021 **TAR** March **2012** 4 CHARITY COMMISSION FOR ENGLANO AND WALES Wowlewind Band Receipts and payments accounts CC16a For the period To 01102r2021 31101r2￿22 Section A Receipts and payments Unre8tricted funds funds Total fund5 Last year A1 Recelpts Donaiion¥ Chantable Events Membets. subsCnpb.￿ Other 3.611 3,148 11,823 37B 3.148 Sub total(Gross income for AR) 1341 10.619 14.$56 A2 Asset and Invostmènt ¥ale¥. Isee table}. Sub total 8.278 2,341 10.619 14.556 A3 Paym•nts Costof Charitable Events Property Hire Costs Music IDsuia T￿eph￿e and Wetsrte PTrntin9, PDStage. stab.cfw ¥vJ (xxnw suppl Other 1702 l702 1,146 1,972 616 616 315 170 5.730 1.474 1.E61 1.661 Sub total 4191 8.191 11.830 A4 Asset and in￿tment urchas8s. l$¥& table Purchase ol assets and investments Sub total 1.825 8.191 10,016 11.830 Net of r8¢elptW(paymants) A5 Transfets between funds A6 Cash funds last year •nd Cash fund¥ this year￿d 516 603 2.726 82 169 9,901 10h17 9,983 1LI,586 7.257 9.983 CCXX Rl a1X￿nts ISSI ai Section B Statement of assets and liabilities at the end of the period Unrestricted Restricted funds to rthfÈst £ Endowment funds to ￿reSt £ Categorie Details to n￿rest£ B1 Cash funds 10,417 Total eash funds 169 10.417 Restrlcted fund5 to I￿areStE Endowment funds nb•rp5t£ funds Details Fundto whi¢h Detalls c05tlooio￿> CurrArtval Fund lo ¥thi¢h uiiewrtvalup Detsils B4 Assots retained for tho charity's own use F¥nd b)whKh Amount duo Details BS Liabllities Za£1 Signed by one ￿ fv*J tnjstees eha￿Of all the trustees sbJna￿re Print Name Date of roval A Ilactirfre 18102r2022 CCXX R? accounts ISSI (19ffj4r2022