
## **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<br>the charity as set out in its<br>governing document|Para 1.17|**Advancing the art of music for the public**<br>**benefit by providing opportunities for**<br>**learning and performing concert music**<br>**in the Bristol area.**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|**West Bristol Concert Band provides the**<br>**opportunity to high-standard musicians**<br>**in the Bristol area to develop their**<br>**playing and ensemble skills through**<br>**weekly rehearsals and twice-yearly**<br>**concerts.**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**The trustees are aware of the guidance**<br>**on public benefit issued by the Charity**<br>**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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**Rehearsals and performances benefit**<br>**members by providing a creative outlet, a**<br>**safe space for learning and improving**<br>**musical skills, and building community**<br>**and friendships between members.**<br>**We have twice yearly concerts (Winter**<br>**and Summer) plus Carols for a**<br>**community Christmas Eve Carol service**<br>**and participate in the bi-yearly Christmas**<br>**Tree festival in Keynsham.**|



**Additional information (optional)** 



## You may choose to include further statements where relevant about: 

|<br>Achievements against<br>objectives set|<br>Para 1.41|<br>**N/A**|
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|**N/A**|
|Investment performance<br>against objectives|Para 1.41|**N/A**|
|Other||**N/A**|





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**The charity had a small profit of £1220**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**The only reserves are held in cash,**<br>**needed to pay out day to day costs such**<br>**as hall hire.**|
|Amount of reserves held|Para 1.22|**£3,796 held in cash.**|
|Reasons for holding zero<br>reserves|Para 1.22|**N/A**|
|Details of fund materially in<br>deficit|Para 1.24|**N/A**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**N/A**|
|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|||
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|**Subscriptions from band members and**<br>**concert tickets.**|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|**N/A**|
|A description of the principal<br>risks facing the charity|Para 1.46|**N/A**|





NIA
Other

## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Association Model Constitution**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Trustee selection is based upon**<br>**voluntary proposals of new trustees and**<br>**subsequent election by charity members**<br>**by open vote at General Meetings.**|



|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|
|---|---|---|
|Policies and procedures<br>adopted for the induction and<br>training of trustees|Para 1.51|**N/A**|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|**West Bristol Concert Band’s organisation**<br>**structure is formed of a board of trustees,**<br>**including a Chair, Treasurer and**<br>**Secretary.**|
|Relationship with any related<br>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** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Nam**<br>**e of**<br>**pers**<br>**on**<br>**(or**<br>**body**<br>**)**<br>**entitl**<br>**ed to**<br>**appo**<br>**int**<br>**trust**<br>**ee (if**<br>**any)**|
|---|---|---|---|---|
||Mr Matthew Steel|Chair|||
||Mrs Clare Dorothy<br>Pettifer|Treasurer|||
||Mrs Rachel<br>Eleanor Brady|Secretary|12th January 2021 - 9th<br>August 2021||
||Dr Julia Louise<br>Crunden|Secretary|9th August 2021 -<br>present||
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– 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**|||
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## **Funds held as custodian trustees on behalf of others** 

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



## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

||**Type of adviser**<br>**Name**<br>**Address**|**Type of adviser**<br>**Name**<br>**Address**|**Type of adviser**<br>**Name**<br>**Address**|
|---|---|---|---|
||**N/A**|N/A|N/A|
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||**Name of chief executive or names of senior staff members (Optional**<br>**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 wh￿h
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