## **Trustees' Annual Report for the period**
Period start date Period end date Day 1 Month January Year 2023 Day 31 Month December Year 2023 **To**
## Section A Reference and administration details
**Branch name** RAFA TAMWORTH BRANCH
(referred to hereinafter as either the “Branch” or the “Charity”)
**Other names / number Branch is known** BRANCH 748 **by**
> **Registered charity number (if any)** ~~[Po~~ 503932
**Branch's principal address** 22 Lichfield Street Tamworth Staffs **Postcode B79 7DQ**
## **Names of the Branch charity trustees who manage the charity (generally known as the Branch Committee)**
|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body)**
**entitled to appoint trustee**
**(ifany)**|
|---|---|---|---|
|AnthonyMorris|Chairman|n/a||
|LesleyAdcock|Vice Chairman|n/a||
|LesleyAdcock|Secretary|n/a||
|Peter Owen|Treasurer|n/a||
|Mae Morris|Honorary Welfare
Officer|n/a||
|Len Brotheridge|Membership
Secretary|n/a||
|RoyFrench|President|n/a||
|Peter Watterson|Public Relations
Officer|n/a||
|Richard Hawkes|Branch Member|||
11 12
## **Names of any other trustees for the Branch (for example, any custodian trustees in relation to branch property)**
**----- Start of picture text -----**
|||
|---|---|
|Name|Dates acted if not for whole year|
|RAFA HQ (POC Lesley Stewart)|
**----- End of picture text -----**
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
## **Section B Structure, governance and management**
## **Description of the branch’s trusts**
Royal Charter, Rules, Byelaws, Area and Branch Regulations of the Royal Type of governing document Air Forces Association. Charities Commission Regulations (e.g. trust deed, constitution)
Unincorporated association How the Branch charity is constituted (e.g. trust, association, company) Elected by the branch membership Trustee selection methods (e.g. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about: policies and procedures
## **Charity’s organisational structure**
The charity is a branch of the Royal Air Forces Association which is a Royal Charter body and registered as a charity in England and Wales under number 226686 and in Scotland under SC037673 (“the
adopted for the induction and Association”). The Association has many branches all of which share the training of trustees; same charitable object as the Association and are subject to the same constitution.
- the branch’s organisational structure and any wider **Trustee induction and training**
- network with which the charity Nil new trustees this year
- works;
- relationship with any related **Related party relationships – club (if operated)** parties (including branch club); Flarepath Club
- trustees’ consideration of Lease agreement in effect 1 Jan 2022. (Signed by HQ 23 Feb 2022) major risks and the system Club to lease Basement and Ground floor from the Branch. Agreement for and procedures to manage 3 years, rent to be reviewed after 1 year. them. Club ceased trading and closed on 31 May 2023.
## **Risk management**
Building belongs to RAFA Tamworth Branch. Deeds held by RAFA HQ who are Trustees for the Building.
## **Section C Objectives and activities**
**Summary of the objects of the branch set out in its** To promote, through the comradeship engendered by its members, the **governing document** welfare by charitable means of all serving and former members of His Majesty’s Air Forces, their spouses, and dependents, together with the widows and widowers and dependents of those who died whilst serving or subsequently.
**Summary of the main** Welfare Support **activities undertaken for the public benefit in relation to** Wings Appeal collections **these objects (include within this section the statutory** Regular Social Activities **declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grant making;
- policy programme related investment;
- contribution made by volunteers.
## Section D Achievements and performance
**Summary of the main achievements of the branch during the year**
It has been another challenging year, with the impact of Cost-ofLiving issues foremost. This impacted the Branch Flarepath Club which despite every effort was no longer financially viable and ceased trading and closed on 31 May 2023. The Branch has been active locally, represented at the annual Battle of Britain Ceremony on the 17/09/23. The Chairman and Welfare Officer represented the Branch at National Conference in Birmingham. The Chairman and Welfare Officer also attended an Act of Remembrance ceremony on the 11/11/23 at the Tamworth memorial. Branch Members including the Chairman also attended the Act of Remembrance on 12/11/23 in Tamworth St Editha’s Church. One Branch member took part in the Act of Remembrance at the cenotaph in London as part of the PMRAFNS contingent.
**Membership:** Tamworth Branch membership numbers have declined since the closure of the Branch Club. Associate members especially nolonger need to be RAFA members to attend social activities run by the Branch Committee so are not renewing their membership of RAFA.
**Wings Appeal collections:** Static Wings appeal collections have been held in Ankerside Shopping Centre and ASDA throughout the year as usual, however, collections were also held at Morrisons Stores at Swadlingcote and Tamworth. The Grand Total collected for Wings appeal this year **£3,591.75p** Our thanks go to ATC 1211 Sqn for their continued support. The Branch purchased a gazebo which also enable us to take part in fundraising activities in the Tamworth Castle grounds this year. Thank you to members of the Branch who gave up their time to help with collections.
## **Welfare Activities**
The Branch Welfare Officer has made 8 visits this year. These have resulted in 2 mobility scooters and 2 financial assistance
grants provided by the RAF Benevolent Fund.
The Branch continues to provide Guards of Honour outside Crematoriums and Churches, and organised coffin Flags and Standards to be in attendance when required. Two of these request were from other areas. **Section E Financial review Brief statement of the branch’s policy on reserves** Nil to report **Details of any funds materially** Nil to report **in deficit Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about:
- the branch’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the branch;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
## **Signed on behalf of the branch’s trustees**
> **Signature(s)** A S Morris L A Adcock **Full name(s)** Anthony Stanley Morris Lesley Ann Adcock **Position (eg Secretary,** Chair Vice Chair/Secretary **Chair, etc)**
**Date** 31 Dec 2023
**R.A.F.A. - Tamworth Branch**
**R.A.F.A. - Tamworth Branch Unaudited Financial Statements for the Year Ended 31 December 2023**
**Contents of the Financial Statements for the Year Ended 31 December 2023**
||**Page**|
|---|---|
|**General Information**|1|
|**Accountants' Report**|2|
|**Detailed Profit and Loss Account**|3-4|
|**Balance Sheet**|5-6|
|**Notes to the Financial Statements**|7|
|**Wings Appeal Account**|8|
|**Welfare Account**|9|
**Financial Statements**
**R.A.F.A. - Tamworth Branch**
**General Information for the Year Ended 31 December 2023**
**for the Year Ended 31 December 2023**
## **Accountants' Report to**
## **R.A.F.A. - Tamworth Branch**
## **TREASURERS:**
## **ADDRESS:**
## **ACCOUNTANTS:**
Branch:P Owen Wings: Mr A S Morris Welfare: Mrs L Adcock
22 Lichfield Street Tamworth Staffordshire B79 7QD
Tamworth Accountancy Services Limited Office 3 Swan Park Kettlebrook Road Tamworth Staffordshire B77 1AG
In accordance with instructions given to us we have prepared without carrying out an audit the annexed financial statements from the accounting records of R.A.F.A. - Tamworth Branch and from information and explanations supplied to us.
Tamworth Accountancy Services Limited Office 3 Swan Park Kettlebrook Road Tamworth Staffordshire B77 1AG
Date: 14[th] March 2024
**R.A.F.A. - Tamworth Branch**
## **R.A.F.A. - Tamworth Branch**
**Profit and Loss Account – Number 1 Account for the Year Ended 31 December 2023**
|**Income**
Members subscriptions
(Less) remitted to headquarters
Income from social events & fund raising
Trading Income
Rent Received
Donations
**Expenditure**
Telephone and broadband
Printing, stationery and postage
Conference expenses
Battle of Britain
Entertainment expenses
Sundry expenses
**Depreciation**
Fixtures and fittings
**NET SURPLUS**|2023
£
1,185
(153)
1,032
6,027
-
-
6,775
201
127
365
150
2,634
180|£
13,834
13,834|2022
£
1,806
(637)
1,169
-
85
-
160
85
7
220
200
-
272
1
|£
1,414|
|---|---|---|---|---|
|||||1,414
784|
||1|3,657
10,177
1
10,176|||
|||||630
1
629|
**Profit and Loss Account – Number 2 Account for the Year Ended 31 December 2023**
|**Income**
Rent received
Donations
**Expenditure**
Rates and insurance
Light and heat
Property repairs
Accountancy
Professional fees
Sundry expenses
**NET SURPLUS/(DEFICIT)**|2023
£
18,229
-
2,715
4,069
3,107
510
1,646
-|£
18,229
18,229
6,182
12,407|2022
£
18,100
5,876
3,119
4,600
13,617
390
1,642
715|£
23,976
23,976
(107)
24,083
______|
|---|---|---|---|---|
**R.A.F.A. - Tamworth Branch**
## **R.A.F.A. - Tamworth Branch**
## **Balance Sheet – Number 1 Account 31 December 2023**
|Notes
**FIXED ASSETS**
Tangible assets
1
**CURRENT ASSETS**
Cash in hand
Cooperative bank plc
**NET ASSETS**
**FINANCED BY**
**RESERVES AND FUNDS**
Surplus account
2|2023
£
479
2,748|£
5
3,227
3,232
3,232
3,232
|2022
£
-
2,567|£
6
2,567|
|---|---|---|---|---|
|||||2,573|
|||||2,573|
|||||2,573
|
## **Balance Sheet – Number 2 Account 31 December 2023**
|Notes
**CURRENT ASSETS**
Cash in hand
Cooperative bank plc
**CURRENT LIABILITIES**
Accrued expenses
**NET ASSETS**
**FINANCED BY**
**RESERVES AND FUNDS**
Surplus account
2|2023
£
41
26,848
510|£
26,889
26,379
26,379
26,379
26,379
|2022
£
78
10,992
390|£
11,070
10,680|
|---|---|---|---|---|
|||||10,680|
|||||10,680|
|||||10,680
|
## **R.A.F.A. - Tamworth Branch**
## **Notes to the Financial Statements for the Year Ended 31 December 2023**
## 1. **TANGIBLE FIXED ASSETS**
|**TANGIBLE FIXED ASSETS**|||||
|---|---|---|---|---|
|**COST**
At 1 January 2023
and 31 December 2023
**DEPRECIATION**
At 1 January 2023
Charge for year
At 31 December 2023
**NET BOOK VALUE**
At 31 December 2023
At 31 December 2022
**SURPLUS ACCOUNT**
Brought forward
Add
Net surplus|2023
£
13,253
16,358|£
29,611
29,611|2022
£
12,731
522|Fixtures
and
fittings
£
235
229
1
230
5
6
£
13,253|
|||||13,253|
2. **SURPLUS ACCOUNT**
## **R.A.F.A. TAMWORTH BRANCH**
## **WINGS APPEAL ACCOUNT for the Year Ended 31 December 2023**
|31.12.23|31.12.22|
|---|---|
|__________________________|_________________________|
||£|£|£|
|---|---|---|---|
|**INCOME:**||||
|Raffles and fund raising events|18||-|
|Donations|-||-|
|Collections
|2,999||4,842|
|HCB-Sum Up|497||564|
||_____||_____|
|||3,514|5,406|
|**EXPENDITURE:**||||
|Central wings appeal|3,592||5,141|
||_____||_____|
|||(3,592)|(5,141)|
|||______|______|
|**(DEFICIT)/SURPLUS OF INCOME FOR THE YEAR**||£ (78)|£ 265|
|||______|______|
||**BALANCE SHEET AS AT 31 DECEMBER 2023**||
|---|---|---|
|**CURRENT ASSETS:**|||
|National Westminster Bank plc|£ 187
|£ 265|
||||
||_____|_____|
|**SURPLUS ACCOUNT:**|||
|Balance as at 1stJanuary 2023|265||
|Less: (Deficit) of Income for the|Year ( 78)||
||_____||
||£ 187|£ 265|
||_____|_____|
In accordance with instructions given to us we have prepared without carrying out an audit the annexed financial statements for the accounting records of R.A.F.A. - Tamworth Branch and from information and explanations supplied to us.
Tamworth Accountancy Services Limited Office 3 Swan Park Business Centre Kettlebrook Tamworth Staffs B77 1AG
Date:14[th] March 2024
## **R.A.F.A. - TAMWORTH BRANCH**
## **WELFARE ACCOUNT**
**for the Year Ended 31 December 2023**
|31.12.23
_____________________
£
**INCOME:**
Wings appeal rebate
-
RAF benevolent fund - receipts
-
Donations -
Sundries -
______
**EXPENDITURE:**
Travelling accommodation and subsistence -
RAF benevolent fund - grants
-
Welfare officers expenses
364
Refreshments (Battle of Britain &AGM)
150
Donations
-
Sundries
______
**(DEFICIT) OF INCOME FOR THE YEAR**
£
**BALANCE SHEET AS**
**ASSETS:**
Cash at Bank
Cash in Hand
**SURPLUS ACCOUNT:**
Balance as at 1stJanuary 2023
8,272
Plus: (Deficit) of Income for the Year
(514)
_____
|
31.12.22
_____ _________________________
£
£
-
-
-
-
______
-
-
-
-
190
-
-
-
120
_______
( 514)
( 310)
______
______
(514) £ (310)
_______ _______
**AT 31 DECEMBER 2023**
7,758
8,272
-
-
______
______
£ 7,758 £ 8,272
_______
______
£ 7,758 £ 8,272
|
|---|---|
In accordance with instructions given to us we have prepared without carrying out an audit the annexed financial statements for the accounting records of R.A.F.A. – Tamworth Branch and from information and explanations supplied to us.
Tamworth Accountancy Services Limited Office 3 Swan Park Business Centre Kettlebrook Road Tamworth Staffs B77 1AG
Date:14[th] March 2024
Independent Examiner's Report
Report to the trustees I
management c¢xnmittee
of
RAfA 6LAtKILk4
On accounts for the year
ended
Zl 20Z3
Charfty no
(if any)
503q32
Independent You are responsible for the preparation of the accounts in accordan wrth
examiner's Statsment applicable legal requirements.
I have completed my examination of the accounts of the chartty.
I confirm that no material matters have come to my attention in connedion
with the examination (other than that disclosed belo) which give me cause
to believe that:
the accounting records were not sufficient to show and explain all the
(BranchlBranch Club's) transactions for the year
the accounts did not acrd with the accounting records: or
the accounts did not contain a suffic5ent record of the assets and
liabilities of the (BranchlBranch Club)
I have no concerns and have come across no other matters in connection
with the examination to which attention should be drawn.
. Please delete the words in the brackets rf they do not 8ppIy.
Signed:
Date:
Namè:
Disclosure
Only complete if the examiner needs to highlight material matters of conrn
Give here brief detalls
of any itsms that the
examiner wishe8 to
dl8¢lose.
20210901 IER Ternplate_BGOv1