
## **Trustees’ Annual Report for the period** 

**From** 1st September 2023 **To** 

31st August 2024 

**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 in**<br>**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 playing**<br>**and ensemble skills through weekly**<br>**rehearsals and twice-yearly 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||
|---|---|---|
|Policy on grant making|Para 1.38|**N/A**|
|Policy on social investment<br>including program related<br>investment|Para 1.38|**N/A**|
|Contribution made by<br>volunteers|Para 1.38|**All members of West Bristol Concert**<br>**Band are volunteers and are requested to**<br>**pay a monthly subscription while**<br>**attending in-person rehearsals.**<br>**Contributions of non-trustee members**<br>**primarily amount to volunteers' time at**<br>**rehearsals, preparing for rehearsals and**<br>**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: 

|Achievements against<br>objectives set|Para 1.41|**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 £526**|
|<br>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.**|
|<br>Amount of reserves held|Para 1.22|**£4,322 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:|**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:|
|---|---|---|
|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**|
|Other||**N/A**|





## **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**|
|<br>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 voluntary**<br>**proposals of new trustees and**<br>**subsequent election by charity members**<br>**by open vote at General Meetings.**|



## **Additional information (optional)** 

|**Additional information (optional)**|**Additional information (optional)**|**Additional information (optional)**|
|---|---|---|
|You may choose to include further statements where relevant about:|||
|<br>Policies and procedures<br>adopted for the induction and<br>training of trustees|<br>Para 1.51|<br>**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**|
|Other||**N/A**|



## **Reference and Administrative details** 

|Charity name|West Bristol Concert Band|
|---|---|
|<br>Other name the charity uses|N/A|
|Registered charitynumber|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**<br>**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**|||
||||





## **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)** 

|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|---|
|**Type of**<br>**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 information)**||||
||N/A|||
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## **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 Secretary,** Interim Secretary **Chair, etc) Date** 23/06/2025 



||**West Bristol Concert Band**|**West Bristol Concert Band**|**West Bristol Concert Band**|**1193077**|**1193077**|**CC16a**|
|---|---|---|---|---|---|---|
||**For the period**<br>**from**|01/09/2023<br>Period start date|**To**||31/08/2024<br>Period end date||
||||||||
|**Section A Receipts and payments**|||||||
|**A1 Receipts**|**Unrestricted**<br>**funds**<br>**to the nearest      £**<br>**-**<br>**3,080**<br>**567**<br>**120**<br>**25**<br>**-**<br>**-**<br>**-**<br>**3,792**<br>**-**<br>**-**<br>**-**<br>**3,792**<br>**-**<br>**2,648**<br>**150**<br>**-**<br>**174**<br>**294**<br>**-**<br>**-**<br>**-**<br> **3,266**<br>**-**<br>**-**<br> **-**<br>**3,266**<br>**526**<br>**-**<br>**3,796**<br>**4,322**|**Restricted**<br>**funds**<br>**to the nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**Endowment**<br>**funds**<br>**to the nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**||**Total funds**<br>**to the nearest £**<br>**-**<br>**3,080**<br>**567**<br>**120**<br>**25**<br>**-**<br>**-**<br>**-**<br>**3,792**<br>**-**<br>**-**<br>**-**<br>**3,792**<br>**-**<br>**2,648**<br>**150**<br>**-**<br>**174**<br>**294**<br>**-**<br>**-**<br>**-**<br>**3,266**<br>**-**<br>**-**<br>**-**<br>**3,266**<br> <br>**526**<br>**-**<br>**3,796**<br>**4,322**||
||**-**||||||
|Band Members Subscriptions|**3,080**||||||
|Concert Income|**567**||||||
|Playing Carols on the Green in<br>Shirehampton|**120**||||||
|Deposit Interest|**25**||||||
||**-**||||||
||**-**||||||
||**-**||||||
|**_Sub total_**_(Gross income for_<br>_AR)_|**3,792**||||||
||||||||
|**A2 Asset and investment sales,**<br>**(see table).**|||||||
|**None**|**-**||||||
||**-**||||||
|**_Sub total_**|**-**||||||
|**_Total receipts_**<br>**A3 Payments**|||||||
||**-**||||||
|Rehearsal Hall Hire|**2,648**||||||
|Concert Costs|**150**||||||
|Publicity& Web Site Costs|**-**||||||
|Fill in Player Costs|**174**||||||
|Instrument Storage|**294**||||||
||**-**||||||
||**-**||||||
||**-**||||||
|**_Sub total_ **|**3,266**||||||
||||||||
|**A4 Asset and investment**<br>**purchases (see table)**|||||||
|**,**<br>**None**|**-**||||||
||**-**||||||
|**_Sub total_ **|**-**||||||
|**_Total payments_**<br>**_Net of receipts/(payments)_**<br>**A5 Transfers between funds**<br>**A6 Cash funds last year end**<br>**_Cash funds this year end_**|||||||
||**526**|**-**|**-**||<br>**526**||
||**-**|**-**|**-**||**-**||
||**3,796**|**-**|**-**||**3,796**||
||**4,322**|**-**|**-**||**4,322**||



CCXX R1 accounts (SS) 

23/06/2025 

1 



|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|Date of<br>approval|
|---|---|---|---|
|**Categories**<br>Signed by one or two trustees on<br>behalf of all the trustees<br>**B1 Cash funds**<br>**B2 Other monetary assets**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>**B5 Liabilities**<br>**B3 Investment assets**|Signature<br>**Details**<br>**Details**<br>Bank Account - Current<br>Bank Account - Deposit<br>**Details**<br>**Details**<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))<br>**Details**|**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**2,556**<br>**-**<br>**1,766**<br>**-**<br>**-**<br>**-**<br>**4,322**<br>**-**<br>OK<br>OK<br>**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**liability relates**<br>**Amount due**<br>**(optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>Print Name<br>Clare Pettifer||
|||Clare Pettifer|30/10/2024|
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CCXX R2 accounts (SS) 

23/06/2025 

2 

