Trustees’ Annual Report for the period
From 1[st] April 2023 Period start date To 31[st] March 2024 Period end date Charity name: FRIENDS OF THE ROYAL BRITISH LEGION BAND OF WALES Charity registration number: 1183105
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To maintain, improve and advance the education of the public through financial support for the practice and performance of wind band music. To Implement the project‘Guitars for Veterans (Wales)’ |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Since the COVID-19 Epidemic the charity has maintained financial resilience through grant aid. The Wind Orchestra in the past year has been practicing for performances planned for 2023. This year the Charity has concentrated on the Guitars For Veterans project, setting up groups throughout Wales and providing instruments to military veterans and families. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have complied with the Charity Commission’s guidance on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | Other than four part-time staff to administer the Guitars for Veterans Project, the charity is staffed entirely by volunteers who do not receive any financial reward other than compensation for out-of-pocket expenses. |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The Charity has joined with veteran associated organisations throughout Wales. This year opening a further six groups and supplying instruments and free lessons to 90+ veterans in the community. We also supply and support donated instruments to veterans’ family members if they wish to learn alongside the veteran. This aids with retention and provides a home-based learning environment and understanding. The beneficiaries continue to provide statements of mental and relational wellbeing from the Guitars for Veterans Project. |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | The Charity has completed its objectives for this year taking into consideration the COVID 19 impact on wind orchestra instrumentalists. The charity aimed to bring the Guitars for Veterans project to new areas of Wales which we have completed. |
| Performance of fundraising activities against objectives set |
Para 1.41 | COVID 19 is still impacting fundraising activities over the past year. The charity objective for 2023/4 we re-start Wind Orchestra performances, to attend events for the purpose of fundraising and public awareness, and to continue applications for grant funding. |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | All funds received through the financial year have been utilised in accordance with the grant funding organisation rules and objectives. A contingency reserve has been held in accordance with Charity Commission rules. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | A 10% reserve of non-grant funded income is held to compensate for emergencies and continue the operating of the charity is severe downturn of financial income. |
| Amount of reserves held | Para 1.22 | £1,000 |
| Reasons for holding zero reserves |
Para 1.22 | Not Applicable |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
Veterans Foundation Gift-aid Donations Charity Concert GASDS Bucket Collection |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | None |
| A description of the principal risks facing the charity |
Para 1.46 | Continued high dependency on Grant Making Organisations as the primary funding line. The risk is that organisations change the eligibility criteria to meet current and future requirements |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustee Policy document. Applications for trustee status must be recognised at a charity meeting and approved by a majority. Signatures of appointed trustees are required on the charity trustee policy document. |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | Additional information (optional) |
|---|---|---|
| You may choose to include further statements where relevant about: | ||
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | 1. Appointment of Trustee Policy 2. Training Policy |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The Charity operates a multiple branch organisational structure under a single administration centre. The Charity operates the Guitars for Veterans project through multiple independent charitable organisations. E.g. VC Gallery, Veterans Hub, etc as host venues |
| Relationship with any related parties |
Para 1.51 | Affiliated to Guitars for Veterans (USA) by mutual agreement (non-financial) |
| Other |
Reference and Administrative details
| Charity name | Friends of the Royal British Legion Band of Wales |
|---|---|
| Other name the charity uses | Guitars for Veterans-Wales |
| Registered charity number | 1183105 |
| Charity’s principal address | 44 Greenfield Newbridge Caerphilly NP11 4QY |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| TimothySturges | Chairman/Trustee | CharityCommittee | ||
| Terrance Young | Vice Chairman/Trustee |
Charity Committee | ||
| Michael Jones | Trustee | CharityCommittee | ||
| David Hawke | Trustee | CharityCommittee | ||
| Lynne Sturges | Secretary | CharityCommittee | ||
| Zena Murray | Treasurer | CharityCommittee | ||
– Corporate trustees names of the directors at the date the report was approved Director name NONE
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| NONE | ||
Funds held as custodian trustees on behalf of others
Description of the assets None held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and | addresses of advisers (Optional information) | addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser |
Name Address |
|
| Financial | Paul Sturges | |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Timothy Sturges Full name(s)
Position (eg Secretary, Chair Chair, etc)
Date
| Friends of the Royal British Legion Band of Wales |
Friends of the Royal British Legion Band of Wales |
Friends of the Royal British Legion Band of Wales |
1183105 | CC16a | |
|---|---|---|---|---|---|
| For the period from |
4/1/2023 | To | 3/31/2024 | ||
| Section A Receipts and payments | |||||
| A1 Receipts Grants 15,000 Donations 14,037 ContingencyAccount 10 General Account - - - - - 29,047 - - Sub total - Total receipts 29,047 A3 Payments General Account 28,753 ContingencyAccount - - - - - - - - Sub total 28,753 - - Sub total - Total payments 28,753 Net of receipts/(payments) 294 A5 Transfers between funds - 4,338 A6 Cash funds last year end 4,195 Cash funds this year end 151 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ 5,000 - - - - - - - 5,000 - - - 5,000 12,367 - - - - - - - - 12,367 - - - 12,367 - 7,367 4,338 3,029 - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 20,000 14,037 10 - - - - - 34,047 - - - 34,047 41,120 - - - - - - - - 41,120 - - - 41,120 - 7,073 - 7,224 151 |
Last year to the nearest £ |
|
| - | 20,000 | - | |||
| - | 14,037 | - | |||
| - | 10 | 1,602 | |||
| - | - | 38,145 | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 34,047 | 39,747 | |||
| - | - | ||||
| - | - | - | |||
| - | - | - | |||
| - | 34,047 | 39,747 | |||
| - | 41,120 | 27,983 | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 41,120 | 27,983 | |||
| - | - | - | |||
| - | - | 6,921 | |||
| - | - | 6,921 | |||
| - | 41,120 | 34,904 | |||
| - 7,367 | - | - 7,073 | 4,843 | ||
| 4,338 | - | - | - | ||
| 3,029 | - | 7,224 | 2,381 | ||
| - | - | 151 | 7,224 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use |
Details General Account Contingency Account Details Details Details Office Equipment Loan Equipment (Guitars, etc) Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ 141 10 - 151 OK to nearest £ - - - - - - Unrestricted Restricted Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) 4,218 5,670 - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| to nearest £ Endowment funds |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| 1,200 | ||||
| 3,986 | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
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| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - |
Signed by one or two trustees on behalf of all the trustees
Signature
Print Name
Date of approval
Accounting Solutions +++ Aecounbng Solutions • 18 Main Street • Crurnlin, Gwenl, NP114PT • Wales Phone 01495 249962 • F8x 01495 244005 • Em8il 8111 rtirt'oc¢ouniin soluiioni.w Inde ndent examiner's re rt to the IrustCC5 of AEJY 1.rust I rerM)rt to the truslces on m), examinalion ofihe aLcounls of Ihe Friends of the ROYAI British Lt%ion Iland of IVles Trust (the Trusl) for the ycar cndcd 31 March 2024. RcsrK)n8ibililics and basis of report As the charit}, ISte¢S of ihe Trust you are responsible for Ihe preparalion of the accounts in accordance iiith ihe requirements of th¢ Charities Act 2011 ('the Act,). I report in Tespeci of my examinJlion of th¢ Trust's accounts Cale{l out under section 145 of the 2011 Act and in carrying out niy examination I have followed all Ihc applicable Dircctions given by Ihe Charity Con)mission under section 145(5)(b) of the Act. Inde ndenl examiner s 5talemeni I hai'e completed my examination. I confimi that no mal¢rial mailers have come lo my attention in conncclion w'ith Ihc cxamination gvivingT mc CclUSC to bcliLvL thal in any malcrial reScl.. . accouniing records were not kept in rcspecl of Ihe Trust &8 required by section 130 of the Act- or 2. the accounts do nol accord wilh those records. I hal'e no concerns and have come across no other matters in connection wilh the examination to .hich attention should be drawn in (his report in order to Lnable a propcr underslanding of the accounts to be reached. Name.. Stuart Evans ACCA BAAF Address- Waterloo House. Gladstone Sireel. Crosskeys. NewTrt)rt, Gwenl. NP I17PN Dats: 3010112025 Prorrf5CtOT and Mangging Accowjtani Stuart Ev5 Consultani Bernud James Ac(ouThlin8 80luii¢X is • ty11Th8TTr0f PayToII Admul Ltd Co. No. 08734529