## **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)**| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| 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 IV*les Trust (the Trusl) for the ycar cndcd 31 March 2024. RcsrK)n8ibililics and basis of report As the charit}, I￿Ste¢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 Ca￿le{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 reS￿cl.. . 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 Ev￿5 Consultani Bernud James Ac(ouThlin8 80luii¢X￿ is • ty*11Th8T￿Tr￿0f PayToII Adm￿￿ul￿￿ Ltd Co. No. 08734529