**To** **Trustees' Annual Report for the period** Period start date Period end date 01 February 2022 31 January 2023 **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. Following the cessation of COVID-19 restrictions in February, the pandemic policy was updated in accordance with Government guidance, taking available advice from Public Health England, DCMS (Department for Culture, Media and Sport), and our insurers; Making Music. In the year, the band established a musical instrument bank and loan policy. There were no other significant updates to existing policies in 2022. **TAR** March **2012** 2 ## Section D Achievements and performance **Summary of the main** 2022 commenced with a much more promising diary than the previous **achievements of the charity** two years and finished with the band performing 21 times in public – **during the year** normal service had resumed, including the rescheduled trip to the Isle of Wight. Standards are improving greatly now, and we are back to our prepandemic quality, In 2021, the band was hugely appreciative of a donation of two clarinets to further our objects. This proved so successful that in 2022 the band was fortunate enough to secure grants from several sources, which alongside individual gifts, enabled us to invest in a number of instruments and establish a formal bank – loaning out quality instruments to those who cannot necessarily afford them. Our membership remained strong in the year with over 75 pieces played in public and our YouTube channel with 125 videos has reached 230,000 views. ## **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 reserves position remains healthy and above the minimum level in the policy. **Details of any funds materially** None **in deficit Further financial review details (Optional information)** You **may choose** to include All revenue has supported the charitable objectives of the organisation additional information, where with no-one receiving any form of remuneration. relevant about: • the charity’s principal 2022 included a number of grants and donations which were specifically sources of funds (including used for our “creating for the future” project and secured additional any fundraising); staging and 13 instruments to support our music making. • how expenditure has The reserves balance remains in accordance with the policy. supported the key objectives of the charity; • investment policy and objectives including any ethical investment policy adopted. **TAR** March **2012** 3 **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)** Andrew Nicholas Ractliffe **Position (eg Secretary, Chair, etc)**[Trustee ] **Date** 21/02/2023 **TAR** March **2012** 4 CHARITY COMMISSION FOR ENGLAND AND WAIES wor￿￿nd BaThJ Receipts and payments accounts CC16a Fortt* pwiod from To 3110112ty23 Section A Receipts and payments Unrestricted Restdcted Endowment Total fund8 Lasl y￿r tg th• ngArut£ A1 Recelpts Oonabons Chanta￿8 Ev￿ts Mwnber5' Sub￿￿.￿5 11232 3,148 Sub total(G￿S income for AR) J1.318 10.019 A2 Ass•t and Int4•stM￿ ul•s. IS￿ tabl•l. Sub tot•1 10.114 10.619 A3Pa ents Cost OfChan&￿ Evwis Pr(yth Hire Costs 1702 4,ts11 4.011 616 355 Insur8nc* Tdepthne arvj Web5rte supk4iÉ8 1,841 1.061 Sub lotal 14nS Is,n6 &191 A4 Asset and Investment urchases. see tsble Purchase of assets and nvestments 1.825 Sub total 15.725 10.018 N•t of r•ewp￿{P•Yrnents) A5 Tran$for4 betwwn funds A6 Cash funds last year end Cash funds thls year end 1.582 169 10.417 11,610 10.580 12.168 9.983 10,588 CCKX R1 accounts {SSI Section B Statement of assets and liabilities at the end of the period Unf•Stricted Restricted fund• Endowment funds Categories Dttsils B1 Cash funds 11.610 11,610 Yy)W*ll Unmtrlet•d RMtrScted fund• Endowment fvndj Deta*ls NIA to w•r88t£ to noJro•t É CU￿nIVa￿Jtr Detail$ WA to **kh CLwTrntvalu• Detalls 84 A888ts r•tain•d for th• Charity's own us• Am¢Jurt du• Detsils NIA 85 Liabllitl68 SvJned ty ot* on Èeham of all the trustè85 Date of Pmt Name 2W0312023 CCXX R2 acmjnts ISSI 1￿¥2023 I Independent examinerfs report on I the accounts CHARITY COMMISSION FOR ENGLAND AND WALES Section A Independent Examiner's Report Report to the trusteegl members of wor1elm￿l Band On accounts for the year ondod 31rt January 2023 Charity no (if any) 1174211 Sot out on pages p thp. n5hip. niirnlM&.fS tsf #odit￿n¥1 sheets Resp￿tIVe responsibilities of trustees and examinor The chanty's trustees are responsible for the preparation of the accounts. The tharity's trustees consTrder that an audrt is not required for this year under seclion 144 of the Charities Act 2011 (Ihe Charriies Acr) and that an independent examination is needed. trhe ¢harity'S gross income exceeded £250,000 and l am qualffj￿ to undertake the examination by being a qualffied member of [named L¥)dyl]. Delete l ] rfnot applicabl8. It is my responsibilty to: examine the accounts under section 145 of the CharitTres Act, to follow the procedures laid down in the general Directions given by the Chanty Commission (under seth'on 145(5){b) of the Charities Act, and to state vhEther particular matters have come to my atterrtion Basis of independent My examination was carried out in accordan￿ with general Directions given examinerfs statement by the CharTty Commission. An examination indudes a review of the accounb'ng records kept by the chanty and a comparison of the accounts presented wtth those records. It also indudes consideration of any unusual items or disdosures in the accounts. and seeking explanations from the trustees Gon￿Ming any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and onsequently no opinion is given as to whether the accounts present a Irue and fairf VEW and the report is limited to those matters set OLrt in the statement below. 43 IER t)ecember 2017 Independent In connethon with my examination, no material matters have come to my examinerfs ststement attention (other than that disdosed below") whith gives me cause to believe that in, any matenal respect: the accounting records ￿re not kept in accordanGe with 5eGtion 130 of the Charities Act.. or the accounts did not accord wrth the accounting records., or tt)e accounts did not comply with the applicable requirements On￿Ming the fomi and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts gr¥e a Irue and fairf view which is not a matter Considered as part of an irKIe￿ndenI examination. I have ccffne a(xoss no other matters in connection with the examination to which attention should be drawn in this report in order to enab18 proper understanding of the a¢¢ounts to be reached. ' Please delete the words in the brackets rf they do not apply. Signed: Date: A3 Nam•: j)gi￿ rcL H f £cJ(AkJ*S Relevant professional qualificationls) or body (rfanyl: fyl rthj4fr&fl6￿lf ACCO￿￿1 f5 Address: 35 J)YsÉLfR CF6 3￿Cl Section B Disclosure Onty complete Ifthe examiner needs to hioilitht matenal matters of concern Isee CC32, Independent ￿mInatiOn of thaiity account&. directions and guidance for ￿aminer$I. IER December 2017 Give here brief details of any items that the examiner wishes to disclose. IA IER December 2017