## **Annual Report of the Trustees and**
**Financial Statements for the Year Ended 31 December 2020**
## **for**
**THE BRIGHOUSE AND RASTRICK BAND**
## **THE BRIGHOUSE AND RASTRICK BAND**
## **Contents of the Financial Statements for the Year ended 31 December 2020**
||Page|
|---|---|
|Administrative Details|1|
|Trustees’ Annual Report|3|
|Report of the Independent Examiner|9|
|Receipts and Payments|10|
|Statement of Assets and Liabilities|11|
|Notes to the Accounts|12|
## **THE BRIGHOUSE AND RASTRICK BAND Year ended 31 December 2020 Administrative Details**
## **Charity Name and Number**
The Brighouse and Rastrick Band: registered charity number 507938.
## **Correspondence Address**
West Ridings 73 Finkil Street Hove Edge Brighouse HD6 2NY
## **Trustees**
The Trustees of the Managing Committee on the date of the signing of this report were:-
## **Officers**
Ste Cavanagh Chairman Stephen M Howes President Stephen Lomas Treasurer William Evans General Secretary
**Committee** Ian Broadbent Diane Hird Stephen M Howes Dominic Hurley Andy Moore Natalie Morrison Gordon Ratcliffe
**Property Trustees** Stephen M Howes Chairman of Trustees Sheridan Fryer Martin Gill Peter Hamlett Andrew Wilkinson **Vice Presidents** The Rt Revd Nigel S McCulloch KCVO (Honorary) Derek Rawlinson (Honorary) Brian Turner CBE (Honorary) Peter Hamlett David Wilby
Page 1
## **THE BRIGHOUSE AND RASTRICK BAND Year ended 31 December 2020 Administrative Details (cont)**
## **Professional Advisors**
Legal Advisors: Chadwick Lawrence Somerset House Rawson Street Halifax HX1 1NH Bankers: NatWest Bank Plc 8 Market Street Huddersfield HD1 2AL
Investment Managers: Investec Wealth & Investment Ltd Quayside House Canal Wharf Leeds LS11 5PU Independent Examiners: Martin Smith Malcolm Jones & Co LLP Accountants and Business Advisors West Hill House Allerton Hill Chapel Allerton Leeds LS7 3QB
Page 2
## **THE BRIGHOUSE AND RASTRICK BAND**
## **Trustees’ Annual Report for the Year ended 31 December 2020**
The trustees are pleased to present their annual trustees’ report together with the financial statements of the charity for the year ended 31 December 2020.
The Brighouse and Rastrick Band is a registered charity (registered number 507938). Its governing document is the Deed of Trust.
## **Trustees**
The following trustees served in the financial year 2020. Unless otherwise indicated, they were trustees on the date that this report was approved.
Ste Cavanagh Diane Hird Lyndon Stacey Resigned 15.10.20 Stephen M Howes Stephen Lomas Dominic Hurley William Evans Andy Moore Ian Broadbent Natalie Morrison Sheridan Fryer Gordon Ratcliffe Martin Gill Andrew Wilkinson Peter Hamlett
## **Structure, Governance and Management**
The management of the band is carried out by the officers and committee, and formal meetings are scheduled on a monthly basis, but more frequently if necessary. Trustees are appointed on a nomination and election basis at the Annual General Meeting (AGM) and the Board of Property Trustees are elected on by those in post within the Board. This group is not subject to annual nomination and election, however they operate in conjunction with the elected General Committee. A Property Trustee may only be appointed/ elected at a meeting of the General Committee.
Trustees have historically been recruited from within the organisation, either as current members (playing and non-playing), those associated with the Band or those with association by association. In recent years the recruitment process has expanded to include online advertising of opportunities, both through the Band’s online reach and specific volunteering websites or through the recommendation of suitably qualified and experienced individuals from outside networks.
## **History, objectives and activities of the Band**
The charity was established by Deed of Trust, from Rules adopted on 4 March 1946 and amended on 27 April 2000 and 11 January 2001. The objects of the Band shall be to maintain, improve and advance the education of the public through the promotion and practise of brass band music.
Brighouse & Rastrick is undoubtedly the world’s most successful ‘Public Subscription’ Brass Band, having held Local, National and European titles over its 137 year history. The Band continues to be associated with ‘the Floral Dance’ which achieved a UK chart position of Number 2 in 1977 and continues to provide opportunities to the band 40 years later.
The Band continues to hold its position as the Number 1 ranked band in England and the Number 2 ranked band in the world and maintains its rich tradition at the forefront of Brass Band performance across the World.
Page 3
## **THE BRIGHOUSE AND RASTRICK BAND Trustees’ Annual Report for the Year ended 31 December 2020 (cont)**
## **Review of Activities and Achievements**
The past 12 months have again been a uniquely challenging time for the world and of course B&R, with the COVID-19 global pandemic stopping the Band’s activities in its tracks early in 2020.
Over the past 12 months the band has had to continue develop innovative ways of continuing as a band seeking to further develop our banding family, artistic work and to continue with our West Ridings traditions.
Firstly, there was a focus on the well-being and ‘family’ aspect of the band as we used Friday evenings to have online band quizzes and support each other though the dark few winter months. A guest Saturday morning appearance from Prof. King added somewhat of an alternative to this. Although not wanting to make everything competitive the overall winner of the ‘Friday quizzes’ seemed to be Andy Moore and Natalie Morrison, although a stewards enquiry about online support is still pending.
It was also lovely that we were often joined by friends and family of band members.
During September the committee, led by Stephen Lomas at this time worked to ensure that we could return as soon as possible to the band room. Equipment was purchased, systems set-up and we returned to playing, although socially distanced, at the end of the year. We purchased a video and audio mixer, 3 cameras and two microphones for the band. This enabled us to broadcast two Christmas Concerts on our YouTube channel. These have been viewed some 15,000 views. Thanks go to Danny Brooks and Stig Maersk who conducted these.
In January we were successful in entering a bid to the Arts Council’s Cultural Recovery Fund. This was a challenging time but also gave us chance to celebrate much of what B&R stands for and to reflect upon our musical goals; the bid was based around several key areas.
## **How we have managed the impact of Covid-19 so far, and why we are unable to transition to viability and sustainability from 1 July 2021 without additional support:**
Since March of 2020 the band had not been able to rehearse or perform due to the restrictions of lockdown and the Covid-19 pandemic. The band’s elected committee met to assess what could be done and how the band could ensure we continued to survive into the future. All concerts had been cancelled; in the previous year this had been around £25,000 of turnover. The engagement diary continued to be full throughout 2020 and the organisation was fully financially viable, with a mixture of paid engagements by private concert venues/promoters and the band’s own self-promoted concerts. However, after an extended period without live performances being allowed, the reality is that there will be some time before concert promoters will have the confidence to commit to booking the band and making a suitable return on their investment and so B&R will rely on self-promoted concerts.
The band made a successful application to Calderdale Council for £10,000 in May and £1,334 in December as part of the national lockdown grants.
The committee looked at all contracted expenses which could be renegotiated so that employees and freelance costs could be minimised to ensure that the band survived into the future.
As we looked to transition viably into July 2021, the band have lost around £175,000 in concert revenue.
## **The 2[nd] part was in how the grant money would be used between April - June 2021 in a way that represents value for money:**
As we all know Brighouse and Rastrick Band were established in 1881 and have become an integral part of the community in Yorkshire, the wider brass band community of the UK and the wider world.
Page 4
## **THE BRIGHOUSE AND RASTRICK BAND Trustees’ Annual Report for the Year ended 31 December 2020 (cont)**
The grant would be used to enable the band to begin to rehearse again. This would include day-to-day running costs of the band, the bandroom building, rehearsals and enabling the committee to begin to plan beyond July 2021. Engaging conductors, venues and musicians to re-commence performing in concerts.
The engagement with online activities clearly shows that our audience are keen to have the band back performing. Other major bands in the movement have shown that there is an appetite for online work, activities and music making, but it is crucial to realise, though, that people are seeking a return to normality. This is true for people within our organisation and the wider audience that we engage with. The impact and contribution to people's mental health is a difficult direct link to make but is clearly mentioned by the government and the wider medical community as an ongoing fallout from the pandemic.
The band has since looked to book its own venues for concerts which have been live streamed onto YouTube. Community music and in particular brass bands are a crucial cultural music making ensemble of the UK. In many ways this unique ensemble is the music of the heritage and people of the country. The UK does not have many cultural music ensembles which have a heritage of music making which goes back to 1881.
## **Part 3 was to make plans if the restrictions did not ease.**
The band committee has spent considerable time during lockdown establishing clear Covid protocols, policies and actions to allow the band to return to rehearsals and performances as soon as possible.
Concerts were planned and organised with suitable contingency plans in place. Where concerts are unable to go ahead due to local or national restrictions, the band has looked to be innovative with online and pre-recorded work.
There has been a broadcast concert from the Brighouse Methodist Church, which was attended by our patrons. This was live streamed and then made available on our YouTube channel.
We recorded a more serious programme of music which we pre-recorded and have since released on our channel.
We also have made a recording with World of Brass, on possibly the hottest day of the year, which they released on their ‘wob play’ site.
## **The culturally significance of Brighouse and Rastrick should not be underestimated.**
The cultural tradition of brass bands in the UK is a key part of the music of the British Isles. Brass bands thrive in local communities and schools and are a key form of accessible music making for most educational establishments.
Brass banding is a part of the cultural capital of the UK and especially areas such as Yorkshire.
During the year Brighouse performed for TRHs the Duke and Duchess of Cambridge in their tour of the UK. It was clearly key that in an area such as Yorkshire the brass band needed to be recognised and showcased at the highest of levels.
Since 1944 Brighouse have hosted a bi-annual massed bands concert in the Calderdale area. This is the longest series of such concerts known in the world. This tradition has taken the total concert tally to 147 with the concert in 2020 due to be a 75th jubilee year celebration. The 75th celebration was to be made special by inviting a band of former B&R members, many of whom played in the 1977 ‘Floral Dance’ band to share the stage.
Page 5
## **THE BRIGHOUSE AND RASTRICK BAND**
## **Trustees’ Annual Report for the Year ended 31 December 2020 (cont)**
Brighouse has an international reputation for excellence, being recently invited to the USA by the North American Brass Band Association to complete an American tour culminating at the gala concert of the American Championships. This should plan to go ahead in April of 2022.
We were happy that the bid was successful, and we received £68,600 to support the regeneration of the band. The time frame of this money has now been extended by the DCMS and we can continue to use this through to 2022.
In September we were able to make our regular visit to the Victoria Theatre to play a live concert. This was well received and attended. We were also able to support the Greenfield March Contest by playing a guest role in their march and hymn tune contest on our way to play ‘Happy Festival’ in Bury.
The Band are, once again, extremely lucky to retain the services of Professional Conductor Prof. David King, who continues to be the inspirational musical driving force behind the Band. His drive to support players and music is still undiminishing as he enters his 65[th] year from 12,000 miles away. Due to the Covid 19 pandemic David was unfortunately not able to travel from Australia for this year’s National finals so the committee enlisted the direction of Swiss Conductor Arsene Duc. Arsene had a successful week with the band which culminated with a 6[th] place from a similar draw. Again, there was much more to this performance than perhaps the adjudicators wished to merit but outstanding performances by the band’s soloists was a feature of a fabulous day of music making.
The year again gave us a chance to rekindle our music making with conductor Russell Gray, including an excellent concert at St George’s Hall in Bradford. This was again a free live stream on our own channel.
This year has seen surprisingly few changes in band personnel. Ginnette Nurney joins the solo cornets. Dominic Hurley is the only player to step down for family reasons and starting a new job. It is hope that he may return to the band at some point. The BBb Bass chair has been more than filled by Chris Hardy who has contributed much since our full-time return. We were also pleased to be joined at the Nationals by our Italian Percussionist Leonardo who gained many excellent comments in the adjudication.
It has been a year of many challenges for us all and the purple team, both playing and supporting members have made sure that the spirit of our organisation grows stronger as we move forward. It should be noted that the installing of Steven Howes as Band President has been met with universal support and so it should.
Going forward we would encourage elected officers to consider:
Sharing of the secretary’s role.
Andy Moore will continue to deal with contest and concert bookings, dealing with new venues and contract issues. He wishes to relinquish the role of contest secretary.
Will Evans will continue to work on bookings, logistics and programmes, liaising with conductors.
Managing Conductors - Steven Cav, Will Evans and Andy Moore will continue to liaise with both conductors.
Band engagements - We acknowledge the hard work of all of the band and appreciate how busy this year has been. Please be aware that we are working to reduce this load. So that we can more pick and choose more healthy paying concerts and reduce the overall workload for the band. We will look to increase our online live output and to think of ways in which this can be monetised.
Page 6
## **THE BRIGHOUSE AND RASTRICK BAND**
## **Trustees’ Annual Report for the Year ended 31 December 2020 (cont)**
Open dialogue - We wish to continue to keep an open dialogue between the committee and the band. We are just you. But we’ve just volunteered to help more and fill the role. We would encourage new members to bring inspiration and ideas to our committee.
We look forward in the future to a USA Tour. Future concerts in France/Sweden and getting back to more normality.
We are assessing other funding streams such as grants for projects and collaborative work and have some super projects to share with the band to give us a focus even in these challenging times.
It would be good to the increase of innovative projects, the promotion of a more diverse inclusion in our activities and to see B&R always lead from the front.
## **Financial review, investment policy and reserves**
2020 was an unprecedented year where the activities for the band were halted from March to December due to the global COVID-19 pandemic, providing no basis for comparison to previous years.
The Band however, has managed to maintain a position of relative break-even with a minor loss of £172. This has been helped with government / council grants to support businesses through this period but also by the reduction in retainers during this period of inactivity. As can be seen the pandemic has decimated the traditional income streams of concerts, merchandise, recordings and donations, but the ambition of continuing to reduce overheads remains a key driver. In this instance, the band has moved its website hosting and domain name protection to multi-year deals which reduce the associated annual costs by around 70%, along with continuing improvement plans with its building such as LED lighting.
In the latter part of the year, although the band was unable to perform in concert halls, the investment in a covid-secure environment and the purchase of recording equipment enabled the band to return to rehearsals and also increase its online presence further with live and pre-recorded streams of concerts from the bandroom. This equipment will be used in future concerts to enable the band to give concerts to a wider audience via live streaming, giving the potential for increased donations, future concert attendance and merchandise sales.
## **Financial review, investment policy and reserves (cont)**
No documented policy exists to the Trustees knowledge in relation to its Reserves, however the implementation of clear governance documents is a priority area for the Trustees following the recent efforts to stabilise and streamline the day to day operations. The value of Reserves as stated in these accounts is £427,572. It is the intention of the Trustees to ensure that the reserves levels ensure the ongoing running of the Band is achievable for a period of 24 months and no less than 18 months without income. It is therefore the Reserves Target of the Band to have available cash of at least £50,000 to allow sufficient cover for running the band and organising concerts without concerns for cashflow.
Page 7
## **THE BRIGHOUSE AND RASTRICK BAND Trustees’ Annual Report for the Year ended 31 December 2020 (cont)**
## **Charity Commission’s guidance on public benefit**
The Charity Commission’s guidance on public benefit (Published 2013) is consistent with the Band’s activities, despite the Band’s governing document (Constitution) not having been updated since 2001. The Trustees are of no doubt that the benefit we offer is without prejudice in relation to protected characteristics and is a fully accessible service to the public. As a provider of artistic performance there is no empirical evidence of the benefit offered to the public, however maintaining a national tradition in a medium at which the organisation is a world leader with 138 years of history satisfies the Trustees that we maintain ‘public benefit’ as defined in the Charities Commissions PB1 publication.
## **Independent Examiner**
The trustees intend to ask the existing accountants to undertake the independent examination of the Band in the following year, but this is subject to being approved at the Annual General Meeting.
Signed on behalf of the Trustees on 8 September 2021, by:
Signature: ………………………………………………….
Ste Cavanagh (Chairman)
Page 8
## **INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE BRIGHOUSE AND RASTRICK BAND**
I report on the accounts of the Band for the year ended 31 December 2020, which are set out on pages 10 to 14.
## **Respective responsibilities of trustees and examiner**
The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.
It is my responsibility to:
- examine the accounts under section 145 of the 2011 Act,
- to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the 2011 Act), and
- to state whether particular matters have come to my attention.
## **Basis of independent examiner’s report**
My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanation from you as trustees concerning such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.
## **Independent examiner’s statement**
In connection with my examination, no material matters have come to my attention which gives me cause to believe that, in any material respect:
- accounting records were not kept in accordance with section 130 of the 2011 Act or
- the accounts do not accord with the accounting records.
I have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Martin Smith F.C.C.A Malcolm Jones & Co LLP Accountants & Business Advisors West Hill House Allerton Hill Chapel Allerton Leeds LS7 3QB
8 September 2021
Page 9
## **THE BRIGHOUSE AND RASTRICK BAND Receipts and Payments for the year ended 31 December 2020**
|**Notes**
**Receipts:**
Concerts, ticket sales and programmes
Recording
Sale of CD’s & memorabilia
Donations & patrons’ subscriptions
Prizes
Advertising & sponsorship
Investment income
Royalties
Grant income
Gift aid
Net sales of investments
Loans received
**Total receipts:**
**Payments:**
_Charitable activities_
**4**
_Governance costs_
Telephone
Repairs and renewals
Bank charges & interest
Sundry expenses
Accountancy
Rates & water
Insurance
Light & heat
Website costs
Donations paid
Loans repaid
VAT
**Total payments**
**Net (payments)/receipts**
Cash funds brought forward
Cash funds carried forward|**2020**
£
43,148
275
744
16,347
-
-
3,011
669
11,334
3,995
419
-
79,942
67,389
316
2,373
1,424
653
1,600
3
3,249
810
750
272
-
1,275
12,725
80,114
(172)
38,340
38,168|**2019**
£
133,771
9,284
6,946
65,451
10,615
-
4,483
633
-
17,492
89
-
248,764
206,456
331
3,964
1,061
1,216
1,975
342
6,661
1,083
191
774
4,500
3,088
25,186
231,642
17,122
21,218
38,340|
|---|---|---|
All of the above items relate to unrestricted funds.
The notes on pages 9 to 11 form part of these accounts.
Page 10
## **THE BRIGHOUSE AND RASTRICK BAND Statement of Assets and Liabilities as at 31 December 2020**
|**Notes**
**Cash Funds**
Current Account
Concert Account
Reserve Account
Investec Account
Cash in Hand
**Investment Assets**
Market Value
**5**
**Assets Retained for the Charity’s Own Use**
Land and Buildings
Fixtures and Equipment
Represented by:
**Unrestricted funds:**
General purposes fund
**6**
Designated funds (Bandroom, fixtures
& equipment)
**6**|**2020**
£
£
3,740
3,007
23,011
8,310
100
38,168
175,834
213,570
-
213,570
427,572
214,002
213,570
427,572|**2019**
£
£
1,636
156
36,005
443
100
38,340
175,837
213,570
-
213,570
427,747
214,177
213,570
427,747|**2019**
£
£
1,636
156
36,005
443
100
38,340
175,837
213,570
-
213,570
427,747
214,177
213,570
427,747|
|---|---|---|---|
||||38,340
175,837
213,570|
|||||
||||427,747|
||||214,177
213,570|
||||427,747|
The financial statements were approved by the trustees and signed on their behalf on 8 September 2021 by:
- 1) Signature: ………………………………………………….
Ste Cavanagh (Chairman)
- 2) Signature: ………………………………………………….
Stephen M Howes (Chairman of Trustees)
The notes on pages 9 to 11 form part of these accounts.
Page 11
## **THE BRIGHOUSE AND RASTRICK BAND Notes to the Accounts for the Year ended 31 December 2020**
## 1. **Basis of accounting**
The accounts have been prepared on a receipts and payments basis.
## 2. **Accounting Policies**
## **INCOME**
## **Receipts**
These are included in the Receipts and Payments account only when they have been physically received.
## **Investment income**
This is included in the accounts when received.
## **Investment gains and losses**
This includes any gain or loss on the sale of investments and any gain or loss resulting from revaluing investments to market value at the end of the year.
## **EXPENDITURE AND LIABILITIES**
## **Liability recognition**
Liabilities are not recognised and are only accounted for when a physical payment has been made.
## **Grants**
Where the charity gives a grant, regardless of whether there are any conditions for its payment being subject to a specific level of service or output to be provided, such grants are recognised in the Receipts and Payments accounts once the grant has been paid.
## **ASSETS**
## **Tangible fixed assets for use by charity**
These are capitalised if they can be used for more than one year. At each year end, any such assets will be valued and written off if they have nil value.
Depreciation is not provided on freehold property or on fixtures and equipment as these do not involve a movement in cash.
Included in land and buildings is freehold property at cost of £213,570 (2019 - £213,570).
## **Investments**
Investments quoted on a recognised stock exchange are valued at market value at the year end. Other investment assets are included at trustees’ best estimate of market value.
## **Funds Held**
All funds held are unrestricted income funds.
## 3.
## **Taxation**
The Band is a registered charity and accordingly is exempt from taxation on its income and gains where they are applied for charitable purposes.
Page 12
## **THE BRIGHOUSE AND RASTRICK BAND Notes to the Accounts for the Year ended 31 December 2020 (cont.)**
## 4. **Charitable Activities**
|**Engagement, Concert & Rehearsal Expenditure**
Transportation
Venue hire
Player and non-player expenses
Guest/borrowed players
Accommodation
Retainers
Goods purchased
Subscriptions
Instrument hire and repairs
Guest artists (Bands etc.)
Contest fees & tickets
Promoter commission
Advertising, printing & stationery
Professional tuition
Music
Net purchase of instruments
Purchase of uniforms
Purchase of CD’s & memorabilia
Recording equipment
5.**Investments**
Market value brought forward
Realised gain/(loss)
Unrealised (losses)
Market value carried forward|**2020**
£
2,910
7,105
15,570
1,603
94
11,665
-
98
726
6,886
-
-
3,181
49,838
8,000
398
4,976
261
-
3,916
67,389
**2020**
£
175,837
423
(426)
175,834|**2019**
£
11,306
18,507
67,897
5,282
24,009
20,155
697
-
80
8,767
2,940
(4)
7,098|
|---|---|---|
|||166,734
25,765
1,241
8,551
970
3,195
-|
|||206,456|
|||**2019**
£
177,917
(670)
(1,410)
175,837|
Page 13
## **THE BRIGHOUSE AND RASTRICK BAND Notes to the Accounts for the Year ended 31 December 2020 (cont.)**
## 6. **Summary of Funds**
|**General Purposes Fund (Unrestricted)**
Balance brought forward
Receipts and Payments account
(Decrease) in market value of investments
**Designated Fund (Unrestricted)**
Balance brought forward
Fixtures & Equipment written off
**Total Funds**|**2020**
£
214,177
(172)
(3)
214,002
213,570
-
213,570
**427,572**|**2019**
£
199,135
17,122
(2,080)|
|---|---|---|
|||214,177|
|||213,570
-|
|||213,570|
|||**427,747**|
## 7. **Related Party Transactions**
No Trustees nor any persons connected with them have received remuneration (2019 - nil).
8 trustees have been reimbursed expenses totalling £7,053 (2019 - £24,931 (9 trustees)) and 1 trustee received a retainer amounting to £1,720 (2019 - £4,710 (2 trustees)).
## 8. **Staff Costs and Emoluments**
There were no employees with emoluments in the year (2019 - nil).
## 9. **Cost of Independent Examination**
Preparation of accounts and associated costs were £1,600 (2019 - £1,975).
Page 14