**To** ## **Trustees' Annual Report for the period** Period start date Period end date 01 February 2023 31 January 2024 **From** ## Section A Reference and administration details **Charity name Registered charity number (if any)** 1174211 WorleWind Band **Charity's principal address** c/o The Beeches |1174211|1174211| |---|---| |
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(if any)**
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(if any)**| |---|---|---|---|---| ||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. March **2012** **TAR** 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. There were no significant updates to existing policies in 2023. To support our objectives around inclusion and accessibility for our players and audiences, this year has seen the purchase of two ramps to assist wheelchair users in accessing our activities, where access poses an issue. These have proven a great addition used on three separate occasions this year. March **2012** **TAR** 2 Section D Achievements and performance **Summary of the main** The band gave 19 public performances hosted from car parks with 700 **achievements of the charity** spectators to concert halls including five sell out major concerts (from **during the year** local halls with 100 audiences to concert halls more than 250 people) and a multitude of repeat bookings for 2024 and into 2025. Standards continue to improve year on year which is reflected in the complexity of music presented with 77 different pieces played in public and through member’s personal progression through recognised music qualifications. In 2023, the band enjoyed a weekend of 17 workshops with 100+ instruments and 57 sets of music. Performances in a wide range of genres and styles exploring different instruments and combinations of groupings to widen our capabilities. Groups enjoyed exploring everything from Samba to Chamber. Our membership remained strong in the year continuing at the same level of over 50 players. Our YouTube channel with 130 videos has reached 260,000 views. The Facebook pages and website continue to be positive communication channels, with the introduction of ‘shorts’ to highlight specific performances. ## **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.
The reserves balance remains in accordance with the policy.| March **2012** **TAR** 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** 29/03/2024 March **2012** **TAR** 4 CHARITY COMM15510N FOR ENSLAND AND WALE5 Wowlewfnd Band Receipts and payments accounts CC16a For the period To 01102r2023 31m112024 Section A Receipts and payments Unrestrict funds Endowment funds Totsl fund5 Last year tothp neJrp5t£ nooroSt£ tothe nearpst£ tho ntr&rest£ A1 Rècei Don31ions Chant¥bÈ Events Members, subscript I031 11.969 4815 38.347 12,232 3,809 1t,969 3.815 Sub total(Gross income for AR) 17,815 24,023 51A88 A2 Asset and Itwestment sales. Ise& tsbl¥l. Sub total 17.815 24023 51.388 A3Pa ments ¢¢$tol Chanlable Events Property Hirtr Costs Mus Insurance TeleplTrone Web* Pnnbw, wstsoe. sta￿[￿and (xxnw supplpe5 Other 12.358 3￿11 11358 3.801 B54 7.850 4011 1.174 429 33 49 49 211 924 Sub totsl 1¢7TT 14777 14725 A4 Asset and investment purchases, (see table Purchase of assets and investments 3.897 34.081 Sub total 897 3,897 34081 Totalpa￿ts 18.777 3.897 21674 49,806 Net ofrec•W(payments) . AS Transfers between funds A6 Cash ￿ndS last year end Cash fund$ this year end 962 1311 1.027 11,610 12.894 1,349 1,582 1.027 12.168 f3,517 10,586 12,168 623 CCXX R1 accounts Issi 021(W2024 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nparest£ Restrithd fund to n￿rest< Endowment fund5 to nearest £ Cat8gories Detai15 B1 Cash funds Bank 623 11894 Total eash lunds 623 42.894 51) Unrestricted funds to wre5t£ Restricted funds to nts&rp5t£ Endowment funds to nea￿t£ Oetails NIA -"Z••4 Fur￿ towhiGh Current value onal Oetails IA Cost loptkn*D Details Equi Cost{oF4kna Cumnt valup orbal 84 Assets retsined lor the charity's own uso Fund to*thi¢h Detail WA Amountdu8 onal When d onal B5 Llabllities SbJned by Or￿ or tt¥o on tehaff of all the trustees SvJnaiure Piint Name Date of roval A Ra￿rtIe 2510212024 ) rf tscrfA£J)S CCXX R2 8¢xx)unts ISSI