**Trustees' Annual Report for the period** 01 February 2024 31 January 2025 **From To** Period start date Period end date ## Section A Reference and administration details ~~ee~~ **Charity name** WorleWind Band ~~SY~~ **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(if any)**| |---|---|---|---|---| |1|Julia Ractliffe|Founder Trustee|From registration to
current|| |2|Andy Ractliffe|Founder Trustee|From registration to
current|| |3|Aimee Ractliffe|Founder Trustee|From registration to
current|| |4|Kerry Phillips|Trustee|From March 2020 to
current|| |**Names and addresses of advisers (Optional information)**||**Names and addresses of advisers (Optional information)**||| |**Type of adviser**||**Name**|**Address**|| |Independent Examiner||Deiniol Hedd-
Richards|25 Dyserth Road, Penarth, Vale of Glamorgan, CF64 3UQ|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 ~~Cs |~~ **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 2024. The band, now in its 16[th] year, continued to further its objects as outlined below. March **2012** **TAR** 2 Section D Achievements and performance **Summary of the main** The band gave 22 public performances reaching audiences over 5000 for **achievements of the charity** the year, ranging from car parks with 700 spectators to concert halls **during the year** including five sell out major concerts (from local halls with 100 audiences to concert halls more than 250 people) and all these concerts have seen repeat bookings for 2025. Standards continue to improve year on year which is reflected in the complexity of music presented with 70 new pieces played in public and through member’s personal progression through recognised music qualifications. In 2024, the band enjoyed a weekend tour to Devon, playing 5 venues over two days. The final concert raised funds for the Teignmouth Pavilions outreach programme. 2024 also saw support to the Burnham RNLI 200yr celebrations again raising funds to further their good work, and our joint concerts with other local good causes, continued to support the venues that hosted us. Our membership remained strong in the year continuing at the same level of over 50 players. Our YouTube channel with 150 videos and 377 subscribers has reached 320,000 views. The Facebook pages and website continue to be positive communication channels, with the introduction of ‘shorts’ to highlight specific performances. Income from our performances and activities exceeded the estimates for 2024, however, a lack of grant income and increased costs of insurance, music and general increased costs of running events did lead to a small deficit in the year. This was covered by the healthy reserve position. ## **Section E Financial review** |**Brief statement of the**
**charity’s policy on reserves**
**Details of any funds materially**
**in deficit**|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| **Further financial review details (Optional information)** March **2012** **TAR** 3 You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); 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. - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## ~~ee~~ **Section F Other optional information** ## **Section G Declaration** ~~a~~ **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 ~~ee~~ **Position (eg Secretary, Chair, etc)** ~~a~~[Trustee ] **Date** 08/02/2024 March **2012** **TAR** 4 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Worlewind Band On accounts for the year ended 31" January 2025 Charity no (if any) 1174211 Set out on pages jiememb&r lo include the page numbers of •ddilional sheèt,.., I report to the trustees on my examination of the accounts of the above charity {"the Trust") for the year ended 3110112025. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation 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 all the applicable Directions given by the Charity Commission under section 145(5){b) of the Act. Independent I have completed my examination. I confirm that no material matters have examiner's ststement come to my attention in connection with the examination (other than that disclosed below) 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 wilh the accounting records. or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities {AGcounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concerns and 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. Signed: Date: 03 Js Name: 61fvJ£oL Hcw £icHAAJS c CrfAlfci&D fiJsTf fLLf6 rlAAJ AGef46hJ f Acc owAJfS Ro8 6hJALfrf ORfr8KI. CF6 3LL(& Relevant professional qualification{s) or body (if any): Address: JS J)Y56if KJAL OF QLA IER Oct 2018 Section B Disclosure Only complete if the examiner needs to highlight material matters of con￿rn (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. J4 IER Oct 2018 CHARITY COMMISSION FOR ENGLAND AND WALE5 '[) lit anyi 74211 Worlewind Band Receipts and payments accounts CC16a For the period from To 0110212024 3110112025 Section A Receipts and payments Unrestricted funds to the n&ar•st Restricled funds Endowment funds Total funds Last ygar to the near981 £ to thg ngarest £ to the n•aTest £ to the nearest £ A1 Recel ts Donatiorns Charitsble Event8 Memb&rs' Subsc￿ptlonS Other 1.888 11.182 4,620 1,888 11,182 4,620 8,239 11,989 3.815 Sub total (Gross inGome for AR) 17,690 17,690 24,023 A2 Asset and investment sale8, (See table). 250 250 Sub total 250 2$0 17.940 17.940 24.023 A3Pa ments Cost of Charitable Events Property Hirtr Costs Music Insurance Telephone and Website Printing, postage, statlonery and cornwter supplies Other 13,096 3.827 1,625 987 27 13,096 3,827 1,625 987 27 12,358 3,801 854 580 49 263 568 263 1,086 211 924 Sub total 20.393 498 20,891 18,7TI A4 Asset and investment urchases, (see table) Purchase of assets and investments 3,897 Sub total 3,897 Total payments 20,393 498 20.891 22,674 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 2,453 3,000 623 498 2,951 1,349 3,000 12,894 9,396 13,517 10,566 12,168 13,517 1,170 CCXX R1 accounts ISSI 2210212025 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to noar•st £ Restricted funds to nea￿t £ Endowment funds Categorie5 Details to nearest £ B1 Cash funds Bank 1,170 9,396 Total cash funds 1,170 9.396 18Bree balarths ￿th recelpts and paymenls s￿￿nI{sI) Unrestrlcted funds to nearest £ Restrlcted funds to nearest £ Endowment funds to no4re8t £ Details NIA B2 Other monètary assets Fund to whleh 0$￿t bBlon Detalls NIA Cost loptionall Currènt valu• tlonal Fund to whlch a$$ot belon Details Co8t loptlonall Currènt valuo lonal B4 Assets retalned for the charity's own u8e Details NIA Fund to whlch relat•s Amount due onal Whgn due tional B5 Liabilitles Signed by one or ts¥o trustees on behalf of all th8 trustees Signature Print Name Date of roval A Ractlrffe 0810212025 CCXX R2 accounts {SSI 2210212025