2023-08-31-accounts - West Bristol Concert Band

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Trustees’ Annual Report for the period

From 1st September 2022 To

31st August 2023

Charity name: West Bristol Concert Band

Charity registration number: 1193077

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	Advancing the art of music for the public benefit by providing opportunities for learning and performing concert music in the Bristol area.
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	West Bristol Concert Band provides the opportunity to high-standard musicians in the Bristol area to develop their playing and ensemble skills through weekly rehearsals and twice-yearly concerts.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees are aware of the guidance on public benefit issued by the Charity Commission.

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment

including program related investment All members of West Bristol Concert Band are volunteers and are requested to pay a monthly subscription while Para 1.38 attending in-person rehearsals. Contribution made by volunteers Contributions of non-trustee members primarily amount to volunteers' time at rehearsals, preparing for rehearsals and performing in concerts. Trustee’s contributions include those of non-trustee members and also organise rehearsals and concerts, carry out administrative duties, assess health and safety risks and prepare annual accounts and reports. N/A 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	Rehearsals and performances benefit members by providing a creative outlet, a safe space for learning and improving musical skills, and building community and friendships between members. We have twice yearly concerts (Winter and Summer) plus Carols for a community Christmas Eve Carol service and participate in the bi-yearly Christmas Tree festival in Keynsham.

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	N/A
Performance of fundraising activities against objectives set	Para 1.41	N/A
Investment performance against objectives	Para 1.41	N/A
Other		N/A

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The charity had a small profit of £1220
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The only reserves are held in cash, needed to pay out day to day costs such as hall hire.
Amount of reserves held	Para 1.22	£3,796 held in cash.
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A
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	Subscriptions from band members and concert tickets.
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	N/A

NIA Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Association Model 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 selection is based upon voluntary proposals of new trustees and subsequent election by charity members by open vote at General Meetings.

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:
Policies and procedures adopted for the induction and training of trustees	Para 1.51	N/A
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	West Bristol Concert Band’s organisation structure is formed of a board of trustees, including a Chair, Treasurer and Secretary.
Relationship with any related parties	Para 1.51	N/A

N/A Other

Reference and Administrative details

Charity name	West Bristol Concert Band
Other name the charity uses	N/A
Registered charity number	1193077
Charity’s principal address	4a Amberly Road, Patchway, Bristol, BS34 6BU

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Mr Matthew Steel	Chair
Mrs Clare Dorothy Pettifer	Treasurer
Mrs Rachel Eleanor Brady	Secretary	12th January 2021 - 9th August 2021
Dr Julia Louise Crunden	Secretary	9th August 2021 - present

– Corporate trustees names of the directors at the date the report was approved Director name N/A

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
N/A

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity	N/A
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	N/A
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	N/A

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of adviser Name Address	Type of adviser Name Address	Type of adviser Name Address
N/A	N/A	N/A



Name of chief executive or names of senior staff members (Optional information)
N/A

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

N/A

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) E. Potter Full name(s) Emily Potter Position (eg Interim Secretary Secretary, Chair, etc) Date 04/04/2025

CHARITY COMMISSION FOR fNGLANO ANO WALES Receipts and payments accounts CC16a For the period from To 011Q9r2022 31108r2023 Section A Receipts and payments Unrestricted funds to the neatest Restrioted fund5 Endowment funds Total fund5 lothe nearn5t£ lo thfr no4ro$t£ lo IhB neaMst£ A1 Receipts eand Mernber&Sutscnpknns Concert Incom& Playpllg C8roTrson theGreen in Shiiehampton Deposiilnieresl 18 720 2,850 720 120 16 16 Sub total(Gmss income for AR) 470 3.70 A2 Ass8t and investm•nt sale (see iablel- Nonè Sub total 3,70S 3.706 A3 Payments Rehea[8 Hav H¥e eoncetiCo615 Publicty & Web Slecl F15in Playercosts 110B 125 2,108 126 52 200 Sub lotal 2,408 A4 Asset and investment pvrch#5ts. {s•e table) None Sub total 2N86 2.486 Net of receipts/{payments) A5 Transfers between funds A6 Cash fund5 la5l year 8nd C•sh funds ihis year end 1.220 1,220 2.576 3.796 2,576 3.796 CCXX R1 accounts ISS 29112f2D23

Section B Statement of assets and liabilities at the end of the period Unrestrioted funds 10 IIPPlo51 e Restri¢ted funds to n&aiest£ B1 Cash funds BoThkAccoullt- Cufrent 2.055 BankAttouni- Deposii 1.741 Total cash fund$ 3.796 unrestricted funds lo neaiest£ Restricted funds lo Mporest£ 82 Other monetary assets Fund to whkh ay$ei bebD Costlopllon&ll B3 Investment assets Fund 10 whh asset belon C¢sst (Dptkbnall B4 Assets retalned for the charity's own use Fund lowhKh Amountdue 85 Liabilill•s Siun6d by on8 or Iwo tru8te8s on behalf ofall Ilie Iriis¢ees Signature Print Nam8 Date of ioval Clare Petbfer 29112r2023 CCXX R2 a¢eounls ISSI 29112r2023

Notes To Accounts For the period from 01K0912022 To 3110812023 The band has altracled new members during the year rèsulting in higher subs. Th6 band now has twice yearly concerts- late January and early July each year which are becoming well attended. Playing carols on the Green in Shirehampton on Christmas Eve also assists the charity with general awareness of who we aTe and what we do. Signature Piinl Name Dale Clare Petlrfer 2911212023