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

## **From 1 January 2025 to 31 December 2025** 

**Charity name: The Royal Air Forces Association – Bristol Branch** 

**Charity registration number: 231638** 

## **Objectives and Activities** 

||<br>SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|To promote through the comradeship<br>engendered by its members the welfare by<br>charitable means of all serving and former<br>members of our AIR FORCE, their spouses<br>and dependants, together with widows and<br>widowers and dependants of those who<br>died whilst serving or subsequently.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|Makes grants to individuals.<br>Provides buildings, facilities, open space.<br>Provides advocacy, advice and information,<br>and acts as an umbrella or resource body.|
|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 confirm that they have had<br>regard to the Charity Commission’s<br>guidance on public benefit.|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 

I 



## **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|We have donated £5,000 to Wings Appeal,<br>which is £1,000 more than the last two<br>years<br>We have carried out upgrading works on<br>the building this year – replacing the rear<br>roof.  We received a donation which has<br>enabled us to upgrade steps into the lower<br>part of the building.<br>The veterans’ lunches have again<br>continued all year and been well received.|



## **Additional information (optional)** 

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

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



I 



## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|In the opinion of the trustees the financial<br>position of the charity is satisfactory, with<br>sufficient funds to meet known or<br>anticipated expenditure.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|Reserves are held as follows:<br>1.<br>£10,000 contingency for costs in the<br>event of closure of the branch (as<br>advised by Head Office).<br>2.<br>Provision for future repairs to or<br>maintenance of the premises.<br>3.<br>Provision for potential welfare<br>grants.|
|Amount of reserves held|Para 1.22|Bank and cash reserves at 31 December<br>2025 stood at £29,727.|
|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|None|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>Para 1.47||
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||



I 



## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Royal Charter Reg. No. 226686|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|Unincorporated association|
|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|Elected by the Branch at the Annual<br>General Meeting.|



## **Additional information (optional)** 

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

|<br>Policies and procedures<br>adopted for the induction<br>and training of trustees|<br>Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|THE ROYAL AIR FORCES ASSOCIATION – CITY OF<br>BRISTOL BRANCH|
|---|---|
|Other name the charity uses||
|Registered charity number|231638|
|Charity’s principal address|38 Eastfield<br>Westbury-on-Trym<br>Bristol BS9 4BE|
|||



I 



## **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**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||GeoffreyBridgman|Chairman|||
||Pat Margetson|Treasurer|||
||AnthonyPeters|Secretary|||
||Lynda Watts|DepSecretary|||
||Edward Bathe-<br>Taylor||||
||David Musgrove||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||



## – Corporate trustees names of the directors at the date the report was approved 

**Director name** 

Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 

I 



## **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)** 

**Type of Name Address adviser** 

**Name of chief executive or names of senior staff members (Optional information)** 

## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

None 

## **Other optional information** 

I 



## **Declarations** 

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

**Signed on behalf of the charity’s trustees** 

**Signature(s)** Anthony Peters **Full name(s)** Pat Margetson **Position (eg Secretary,** Treasurer **Chair, etc) Date** 

I 



CHARITY COMMISSION
FOR ENGLANO AND WALES
ROYAL AIR FORCES ASSOCLATIO
BRISTOL BRANCH
231638
Receipts and payments accounts
CC16a
For tht per¥od
01101r2025
3111212025
To
Section A Receipts and payments
Unre8tricted
nd•
Restrteted
lund8
Endowment
fund8
Totsl funds
Last year
¥*th• r*•r••t t toth• MaYb•tE IDth• n••r••t£ toll• ii••i•it£ to thp
A1 R￿1
Giants reC￿ved
D¢Thtsons rec•v*J
Renls tewved
RAFA trernbersl4p rqbAt8
6,936
1.260
3,813
34.$43
ross income
ARJ
42,028
88Ot an
{¥ee tabl•l.
nvMtm•nt
Total rncelpts
50.022
A3Pa
ents
oihwdonab(￿•
Repair&, Tvnvérdlsand M￿n￿r￿¢
So&* acbvity and suThJrycc*¢u
Leg4
Insurar
31m#
31,1)99
1353
834
26,928
4,071
s,98s
Sub total
47A19
47hf9
41,824
A4 AMet and In¥esth)•nt
urchases
tabl•
Sub totsl
47.419
47A19
Net of receip￿(payments}
A5 Trnn$f¥rs between fund8
A6 Cash funds la$t y*•r erKI
Cash funds this year end
.524
29.727

Sèction B Statement of assets and liabilities at the end of the period
Unrestricted
Restricted
nds
to IiearBSt E
Endowment
fund¥
B1 Cash fund$
162
Total ¢ash lunds
29.727
Unr•8tri¢i•d ReBtrlct•d Endowm•rt
funds
funds
lund•
to rwre•t£
Detalls
D•ta118
Fund
Cuvrqnt vJlu•
tlonal
D•tsll•
84 A88ets r8taln•d for th•
charlty'• oym u••
Fwrtlowhi¢h
etails
ort*l
BS UabllltleB
S¥J￿d by or ￿¥0 IFUStees on
behaff of all the trustees
Piint Name
Dale of
roval
Pat Ma


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

## **From 1 January 2025 to 31 December 2025** 

**Charity name: The Royal Air Forces Association – Bristol Branch** 

**Charity registration number: 231638** 

## **Objectives and Activities** 

||<br>SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|To promote through the comradeship<br>engendered by its members the welfare by<br>charitable means of all serving and former<br>members of our AIR FORCE, their spouses<br>and dependants, together with widows and<br>widowers and dependants of those who<br>died whilst serving or subsequently.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|Makes grants to individuals.<br>Provides buildings, facilities, open space.<br>Provides advocacy, advice and information,<br>and acts as an umbrella or resource body.|
|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 confirm that they have had<br>regard to the Charity Commission’s<br>guidance on public benefit.|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 

I 



## **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|We have donated £5,000 to Wings Appeal,<br>which is £1,000 more than the last two<br>years<br>We have carried out upgrading works on<br>the building this year – replacing the rear<br>roof.  We received a donation which has<br>enabled us to upgrade steps into the lower<br>part of the building.<br>The veterans’ lunches have again<br>continued all year and been well received.|



## **Additional information (optional)** 

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

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



I 



## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|In the opinion of the trustees the financial<br>position of the charity is satisfactory, with<br>sufficient funds to meet known or<br>anticipated expenditure.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|Reserves are held as follows:<br>1.<br>£10,000 contingency for costs in the<br>event of closure of the branch (as<br>advised by Head Office).<br>2.<br>Provision for future repairs to or<br>maintenance of the premises.<br>3.<br>Provision for potential welfare<br>grants.|
|Amount of reserves held|Para 1.22|Bank and cash reserves at 31 December<br>2025 stood at £29,727.|
|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|None|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>Para 1.47||
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||



I 



## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Royal Charter Reg. No. 226686|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|Unincorporated association|
|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|Elected by the Branch at the Annual<br>General Meeting.|



## **Additional information (optional)** 

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

|<br>Policies and procedures<br>adopted for the induction<br>and training of trustees|<br>Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|THE ROYAL AIR FORCES ASSOCIATION – CITY OF<br>BRISTOL BRANCH|
|---|---|
|Other name the charity uses||
|Registered charity number|231638|
|Charity’s principal address|38 Eastfield<br>Westbury-on-Trym<br>Bristol BS9 4BE|
|||



I 



## **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**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||GeoffreyBridgman|Chairman|||
||Pat Margetson|Treasurer|||
||AnthonyPeters|Secretary|||
||Lynda Watts|DepSecretary|||
||Edward Bathe-<br>Taylor||||
||David Musgrove||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||



## – Corporate trustees names of the directors at the date the report was approved 

**Director name** 

Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 

I 



## **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)** 

**Type of Name Address adviser** 

**Name of chief executive or names of senior staff members (Optional information)** 

## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

None 

## **Other optional information** 

I 



## **Declarations** 

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

**Signed on behalf of the charity’s trustees** 

**Signature(s)** Anthony Peters **Full name(s)** Pat Margetson **Position (eg Secretary,** Treasurer **Chair, etc) Date** 

I 

