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2021-12-31-accounts

Annual Report of the Trustees and

Financial Statements for the Year Ended 31 December 2021

for

THE BRIGHOUSE AND RASTRICK BAND

THE BRIGHOUSE AND RASTRICK BAND

Contents of the Financial Statements for the Year ended 31 December 2021

Page
Administrative Details 1
Trustees’ Annual Report 3
Report of the Independent Examiner 6
Receipts and Payments 7
Statement of Assets and Liabilities 8
Notes to the Accounts 9

THE BRIGHOUSE AND RASTRICK BAND Year ended 31 December 2021 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 Andy Moore Natalie Morrison Gordon Ratcliffe Chris Roberston

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 2021 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: Andrew Wilkinson FCA Malcolm Jones & Co Limited 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 2021

The trustees are pleased to present their annual trustees’ report together with the financial statements of the charity for the year ended 31 December 2021.

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 2021. Unless otherwise indicated, they were trustees on the date that this report was approved.

Ste Cavanagh Diane Hird
Stephen Lomas Stephen M Howes
William Evans Dominic Hurley (resigned 07.09.21)
Ian Broadbent Andy Moore
Sheridan Fryer Natalie Morrison
Martin Gill Gordon Ratcliffe
Peter Hamlett Andrew Wilkinson
Dave Hebb (appointed 23.10.21)

Chris Robertson was appointed as a trustee and Dave Hebb resigned as a trustee after the year end but before the date of this report.

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 138 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 2021 (cont)

Review of Activities and Achievements

As for all arts organisations, 2021 was a year of trying to get back to some sort of normality for the Brighouse & Rastrick Band. However, much of the year was still impacted by the Covid-19 pandemic, and it was June before the long-awaited return to public performance with the band’s first Patron’s concert providing a fitting return on home soil, at the Central Methodist Church in the centre of Brighouse.

In total, 15 planned concert engagements were cancelled or postponed just from January 2021, as well as the Yorkshire Area contest and British Open Championships. The band’s proposed tour of the USA was also necessarily postponed.

B&R were grateful recipients of a Culture Recovery Fund grant from Arts Council England, which enabled the band to be proactive in returning to rehearsals and performances despite understandable hesitancy from potential concert promoters. Following the Patron’s concert, a free ticket event was organised in the recently refurbished St George’s Hall in Bradford. Both of these events were recorded using equipment purchased from funds provided by the CRF grant and subsequently released online, to both reconnect the band with its followers around the world and also further the band’s reach to new audiences. Another recording was made for the Wobplay.com platform which received critical acclaim.

Despite the challenges of resuming the band’s musical activities, the band can be proud of its carefully considered but proactive approach of how they achieved this, as B&R lead the way to return to live performances. Thanks must go to Stephen Lomas and Ste Cavanagh for the implementation of Covid-19 policies and instructions, and also the band’s conductors and players for their positivity and togetherness as we returned to action.

Whilst sadly B&R had to live without the band’s principal musical leadership in Professor David King throughout 2021, we are grateful to the conductors that have made our performances possible throughout this testing time. Stig Mærsk led the band in the majority of its engagements, and the 75th anniversary Massed Bands concert alongside a “reunion” band of former B&R players was poignantly led by both David Hirst and Derek Broadbent. B&R were also delighted to work once again with Russell Gray during the summer months, and for the first time appointed Swiss conductor Arsène Duc - conductor of Valaisia Brass Band - to conduct the band at the National Championship Finals at the Royal Albert Hall. Despite a disappointing 6th place, the band were pleased with the performance and perhaps more importantly for the opportunity to “cross swords” with our friends and rivals from other bands across the country once again.

As we look towards 2022, we hope once again to be able to increase our output of performances back to prepandemic levels. B&R will be delighted to welcome Professor David King “home” to West Ridings, not only for his mercurial leadership of the band in the contesting arena, but also to perform an ambitious programme of music for the prestigious RNCM Festival of Brass, which will be the first time Prof. King will have led the band there.

We also look forward to making further use of recording and streaming equipment to further enhance B&R’s world-famous brand, to re-organising our planned excursions abroad and to work again alongside elite bands in our long-standing “Massed Bands” series of concerts, most notably in our rearranged concert with the Black Dyke Band in March 2022.

Page 4

THE BRIGHOUSE AND RASTRICK BAND Trustees’ Annual Report for the Year ended 31 December 2021 (cont)

Financial review, investment policy and reserves

The global pandemic for COVID-19 continued into 2021, with activities of the band halted until May. Those activities were based mainly around rehearsals with restrictions still in place and a reluctance of promoters and venues to commit to concerts to support the required income.

The band were successful in applying for an Arts Council COVID Grant totalling £68,600 (partly paid in 2021) to support the band in the restarting of activities, providing the ability to organise self-promoted concerts with the financial backing to remove the risk should COVID re-assert itself and further lockdowns ensue.

The grant enabled the band also to engaging with streaming support to give concerts to those audience members that were either unwilling or unable to attend the concerts.

A comparison to the previous year, again does not provide a sensible comparison due to the impact of the pandemic on the activities. However, the profit of £11,411 is due mostly to the part of the Arts’ Council Grant which enabled the band to reflate its reserves, and without the grant the band would have suffered a major loss.

The accountancy fees have increased for 2021 due to the support required to produce evidence for the grant expenditure. The expenditure of the band has remained consistent with 2020 with little movement in the dayto-day running when compared to 2019 considering the period of inactivity.

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 £438,826. 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.

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 19 October 2022, by:

Signature: ………………………………………………….

Ste Cavanagh (Chairman)

Page 5

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 2021, which are set out on pages 7 to 11.

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:

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:

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.

Andrew Wilkinson FCA Malcolm Jones & Co Limited Accountants & Business Advisors West Hill House Allerton Hill Chapel Allerton Leeds LS7 3QB

19 October 2022

Page 6

THE BRIGHOUSE AND RASTRICK BAND Receipts and Payments for the year ended 31 December 2021

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
VAT refunds
Total receipts:
Payments:
Charitable activities
4
Governance costs
Telephone
Repairs and renewals
Bank charges & interest
Sundry expenses
Accountancy
Legal & professional fees
Rates & water
Insurance
Light & heat
Website costs
Donations paid
Covid compliant equipment
VAT
Total payments
Net receipts/(payments)
Cash funds brought forward
Cash funds carried forward
2021
2021
2021
Unrestricted Restricted
Total
£
36,743
-
36,743
1,200
-
1,200
1,421
-
1,421
38,254
-
38,254
-
-
-
-
-
-
2,726
-
2,726
169
-
169
13,670
48,020
61,690
9,801
-
9,801
-
-
-
1,585
-
1,585
105,569
48,020
153,589
74,400
52,261
126,661
200
138
338
1,648
25
1,673
2,045
111
2,156
428
623
1,051
2,325
500
2,825
850
-
850
41
17
58
3,370
-
3,370
271
205
476
-
-
-
-
-
-
-
2,720
2,720
-
-
-
11,178
4,339
15,517
85,578
56,600
142,178
19,991
-8,580
11,411
38,186
-
38,168
58,177
-8,580
49,579
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

All of the 2020 figures relate to unrestricted funds.

The notes on pages 9 to 11 form part of these accounts.

Page 7

THE BRIGHOUSE AND RASTRICK BAND Statement of Assets and Liabilities as at 31 December 2021

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:
Restricted funds:
Arts Council Grant funding
Unrestricted funds:
General purposes fund
6
Designated funds (Bandroom, fixtures
& equipment)
6
2021
£
£
24,955
3,158
14,656
6,510
300
49,579
175,677
213,570
-
213,570
438,826
(8,580)
233,836
213,570
447,406
438,826
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
427,572
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
427,572
38,168
175,834
213,570
233,836
213,570
427,572
-
214,002
213,570
427,572
427,572

The financial statements were approved by the trustees and signed on their behalf on 19 October 2022 by:

Ste Cavanagh (Chairman)

Stephen M Howes (Chairman of Trustees)

The notes on pages 9 to 11 form part of these accounts.

Page 8

THE BRIGHOUSE AND RASTRICK BAND Notes to the Accounts for the Year ended 31 December 2021

1. Basis of accounting

The accounts have been prepared on a receipts and payments basis.

2. Accounting Policies

General

The financial statements have been prepared in accordance with Accounting and reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), the Charities SORP (FRS 102) and the Charities Act 2011. The accounts are prepared on a receipts and payments basis.

The charity meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).

Preparation of the accounts on a going concern basis

The trustees consider there are no material uncertainties about the charity’s ability to continue.

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 (2020 - £213,570).

Page 9

THE BRIGHOUSE AND RASTRICK BAND Notes to the Accounts for the Year ended 31 December 2021 (cont.)

2. Accounting Policies (continued) 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.

4. Charitable Activities

haritable 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
Advertising, printing & stationery
Professional tuition
Music
Net purchase of instruments
Purchase of uniforms
Purchase of CD’s & memorabilia
Streaming & recording
Recording equipment
2021
2021
2021
Unrestricted Restricted
Total
£
£
£
398
4,294
4,692
2,965
10,559
13,524
31,094
10,735
41,829
1,598
-
1,598
12,431
-
12,431
8,327
7,890
16,217
-
-
-
98
-
98
250
-
250
-
-
-
901
-
901
1,666
2,458
4,124
59,728
35,936
95,664
8,988
8,900
17,888
91
653
744
4,776
-
4,776
157
1,372
1,529
-
-
-
660
5,400
6,060
-
-
-
74,400
52,261
126,661
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

Page 10

THE BRIGHOUSE AND RASTRICK BAND Notes to the Accounts for the Year ended 31 December 2021 (cont.)

5. Investments

5.Investments
Market value brought forward
Realised gain/(loss)
Unrealised (losses)
Market value carried forward
6.
Summary of Funds
Arts Council Grant funding (Restricted)
Balance brought forward
Receipts and Payments account
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
2021
£
175,834
-
(157)
175,677
2021
£
-
(8,580)
(8,580)
214,002
19,991
(157)
233,836
213,570
-
213,570
438,826
2020
£
175,837
423
(426)
175,834
2020
£
-
-
-
214,177
(172)
(3)
214,002
213,570
-
213,570
427,572

The shortfall in the Arts Council Grant funding was received after the year end.

7. Related Party Transactions

No Trustees nor any persons connected with them have received remuneration (2020 - nil).

1 trustee (2020 – none) has been reimbursed expenses for activities related to their work as a trustee totalling £201. 8 trustees have been reimbursed expenses related to their playing activities in the band totalling £15,765 (2020 - £7,053 (8 trustees)) and 1 trustee received a retainer amounting to £1,920 (2020 - £1,720 (1 trustee)).

8. Staff Costs and Emoluments

There were no employees with emoluments in the year (2020 - nil).

9.

Cost of Independent Examination

Preparation of accounts and associated costs (including work relating to the Arts Council Grant funding) were £2,825 (2020 - £1,600).

Page 11